Optimize (Improve a Business Area)


Want to solicit ideas for improvement? With our Optimize app, you can collect suggestions from employees to make incremental, yet powerful improvements to a business area. 

Read below to learn more about this process and how to progress through the pipeline.

 

 

Table of Contents

Getting Started

  • To quickly recap on how to create your Optimize challenge, navigate to your apps screen, and select the Optimize app.

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  • Once there select "Set Up Optimize Challenge"
  • Fill out your title, description, audience to complete the wizard.

  

Site Home Page

  • Once you create your new Optimize challenge, you will be brought to your Optimize site home page.
  • Here, you can update the site hero imagechange your submission form, and more!
    • For more suggested edits, refer to our Optimize Launch Playbook here.
    • Review this list of user roles that are recommended for the Optimize app here.

Pipeline Step View

 

  • After successfully creating your Optimize challenge, you will see that it comes with preconfigured stages and steps.  
  • To navigate there, select Admin --> Manage Pipeline
  • For a quick recap on the overall Optimize process, refer to this process overview here
  • The Optimize backend pipeline configuration consists of the following:
    • Improvement Submission
      • Submission
    • Improvement Evaluation 
      • Initial Screen
      • Evaluation 
      • Prioritization
    • Results
      • Handed Off For Implementation
      • Not Handed Off For Implementation

 

Improvement Submission

  • Submission
    • Once a user submits an improvement it will be put into the "Improvement Submission." There is no associated tool type configured for this step.
    • Administrators can configure any tool type for this step if evaluation is needed before improvements progress to the "Improvement Evaluation" stage.

 

Improvement Evaluation 

  • Initial Screen
    • The first step of the "Improvement Evaluation" stage is "Initial Screen"
    • This step comes pre-configured as a "Single Scale" tool type
    • Evaluators will receive a "Single Scale" action item after an Improvement is added from "Improvement Screen"
    • Evaluators will have the opportunity to rate the Improvements based on the rating scale configured for the "Single Scale" tool type.

 

  • Evaluation
    • The next step of the "Improvement Evaluation" stage is the "Evaluation" step
    • This step comes pre-configured as a "Scorecard" tool type
    • Subject Matter Experts will receive and "Scorecard" action item after an improvement is added from "Initial Screen"
    • Evaluators will have the opportunity to rate the Improvement based on the questions configured for the "Scorecard" tool type. 

 

  • Prioritization
    • The last step in the "Improvement Evaluation Step" is the "Prioritization" step
    • This step comes pre-configured as a "Stack Rank" tool type
    • SME's will receive and "Stack Rank" action item after an improvement is added from "Evaluation"
    • This step allows evaluators to rank the improvements before they are passed to the "Results" stage

 

Results

  • Handed Off For Implementation
    • The "Handed Off For Implementation" step is for improvement that have been selected for implementation.
    • There is no configured tool type for this step
    • Administrators can configure a tool type for this step if additional analysis is needed
  • Not Handed Off For Implementation
    • The "Not Handed Off For Implementation" step is for improvement that have not been selected for implementation.
    • There is no configured tool type for this step
    • Administrators can configure a tool type for this step if additional analysis is needed

 

Please comment below with any questions or feedback, Happy Innovating!

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