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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.
- 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 image, change your submission form, and more!
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!
Challenge Feedback Survey
- After completing your Optimize challenge, send a survey to your Challenge Sponsor to build your track record and uncover ways to improve.
- To get started, navigate to your Optimize Challenge Pipeline menu, and select 'Feedback Survey'
- Once there, select 'Send Survey' to compose your email to your Sponsor. Here, you can add in any further text or dynamic fields to send to your Sponsor.
- Once all set, select 'Send Survey'
- The Sponsor will then receive an email with a link to the survey.
- Note! The survey is responsive for mobile devices!
- The Sponsor will receive a survey much like the below:
- Once the Sponsor completes the survey, all Initiative Administrators will be notified to navigate back to the "Feedback Survey" to view the results.
- Note: Questions and answers cannot be edited at this time.
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