Idea Portfolio and Customization

The evaluation criteria and the portfolio of ideas can be individually adapted for each campaign.

When a campaign is started, the default settings are used, which have been defined in the Innovation settings of the account. These can be adjusted accordingly by campaign owners.

1. Go into a campaign
2. In the top right corner, click on the three points "..."
3. Select Portfolio settings

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1. Idea portfolio

In this section, define the x-axis, y-axis, and circle size - the evaluation criteria. You can select the automatically collected points of an idea as the circle size or define an individual third evaluation criterion.

Examples of evaluation criteria (x-axis, y-axis) :

• Implementation costs and innovation potential (our default setting)
• Market attractivity/own expertise
• Employee satisfaction/implementation costs
• Originality/feasibility
• Fulfilment of customer requirements/feasibility

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2. Evaluation criteria

Describe the criteria for your evaluators so that they know what and how to evaluate and which aspects should be considered. You can maintain the description on the left under the respective criterion as well as further details on the right.

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Example:

If you want to rate the implementation effort of 1-10 (low - high), you can let evaluators know whether 50 or 100 man-days or EUR 10,000 or EUR 500,000 is already considered high or not.

3. Gamification

You can individually determine for which positively rated criterion the idea and the idea provider should receive extra points. You can find out more about this here.

4. Classification of ideas

By classifying ideas, you define the next steps towards implementation.

For example, incremental ideas, or even low-hanging fruits are simple improvements with great benefits, which should be implemented quickly (few states and gates). Radical ideas on the other hand, they are more resource and time consuming and should therefore be worked out in more detail (more statuses and gates).

You can decide for yourself what meaning is attributed to the individual quadrants of the portfolio. Classifications of ideas can only be made in the global innovation settings for your account.

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