Suggest (Consider any Idea)

Need a suggestion box that drives every idea to resolution? Our Suggest app powers company-wide idea management, where new ideas from employees are strategically routed to owners with decision-making power to review, evaluate, and take action. Read below to learn more about this process and how to progress through the pipeline.

Table of Contents

• Getting Started
• Site Home Page
• Pipeline Step View

Getting Started

• To get started, navigated to Products > Transformation and select the Suggest app.

• Select Set Up Suggest Process

• Follow the steps and fill in the required information to complete the Wizard.

Site Home Page

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

Pipeline Steps View 

• After successfully creating your Suggest process, 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 Suggest process, refer to this process overview here. 
• The Suggest backend pipeline configuration consists of the following:
• Idea Submission
• Find Owner
• Project Implementation and Rollout
• Implementation
• Record Outcomes
• Results
• Completed
• Not Pursued 

Idea Submission

• Find Owner
• The "Find Owner" step comes configured as a "Find Owner" tool type
• This allows ideas to be assigned to an owner based on the idea category.
• The action item for the "Find Owner" step will be triggered when an idea is submitted with the same category the Idea Coordinator is assigned to.
• The Idea Coordinator will then attempt to claim an Idea Owner, by assigning to Idea Assignees.
• When an Idea Owner finally claims ownership to an idea, it is automatically placed into the "Implementation" step

Project Implementation and Rollout

• Implementation 
• After owners are assigned to an idea, the ideas can progress to the "Implementation" step
• The "Implementation" step comes configured as an "Implementation" tool type
• Idea Owners will receive an "Implementation" action item when an idea is placed into this step
• Idea Owners can choose to implement the idea, not pursue the idea, or return the idea
• Note: Ideas marked as returned (i.e. the Idea Assignee says they do not want to own this idea) will be moved back to the Find Owner step.

• Record Outcomes
• Ideas marked as implemented in the "Implementation" step , will be moved into the "Record Outcomes" step
• This gives administrators the opporunity to record the results before passing the ideas into the "Completed" step
• There is no configured tool type for this step

Results

• Completed
• Ideas that are to be implemented can be moved into this step after the "Record Outcomes" step
• There is no tool type configured for this step
• Not Pursued
• Ideas that are marked as not pursued in the "Implementation" step will be moved into the "Not Pursued" step
• There is no tool type configured for this step