Each Initiative has its own dedicated space where you will be able to see all activities related to it.
The Overview Tab will provide you with all the key information regarding the Initiative itself, the Opportunities submitted by the Participants, and their progress in your personalized review process.
Three other tabs are available to you in addition to the Overview one:
Discussions Tab: it is dedicated for the Team Members to communicate and have it documented directly in the Initiative. It eases communication and alignment of the Initiative Team. All members of the Initiative team are able to write messages in the Discussions Tab.
Files Tab: You will be able to upload any additional asset, reference materials or official communication file with the Team Members who can view this Initiative.
Team Tab: You can identify the people associated to specific roles within the Initiative. You will be able to manage the team adding new members and removing others according to the needs of the Initiative and the staff movements.
If you've been invited to an initiative team by someone else, you must first accept the invite to be able to take any action on the initiative. Navigate to Innovation Hub from the left side menu > Initiatives > Access initiative > confirm through the banner at the top whether you Accept/Decline to be part of the team.
Here is an example of how an initiative looks like:
Initiative Overview
The Initiative Funnel
At once glance you will be able to see the Initiative Funnel which provides you a clear picture of the quantities of Opportunities submitted by the participants and their position in your review process.
At the top of the Funnel, a summary will provide the number of Opportunities submitted, the quantity of Opportunities discarded and accepted, the quantity of Opportunities actually converted into projects and the Conversion Rate.
This conversion rate is based on the quantity of opportunities which have been converted into projects on the total of opportunities submitted for this initiative.
The Funnel will have the same stages as the ones created in the Opportunity Form created by your Company Admin.
In the Initiative Funnel, the total of Opportunities per stage will rely directly on the quantity of opportunities which have successfully passed the previous stage.
The Initiative Description
In this area you will be able to see the Initiative Type, its title, its logo and a detailed description of the Initiative itself. Those different elements have been already set by the creator of the Initiative.
The list of Opportunities
In this area you will be able to see all the Opportunities submitted by the participants of this Initiative.
This table provides key information:
The title of their Innovative Idea
When it has been created and last time it has been updated
A direct link to the conversation of this Opportunity via the dialogue bubble
The Initials of the creator of the Opportunity
Its progress in the Acceptance Review via a progress bar and the text stating its stage
The current Status of the Opportunity
A search bar is available above the list of Opportunities to help you search for specific Opportunities. If you wish to access a specific Opportunity to have further details, you can directly click on its name and you will be forwarded to its dedicated space.
Activities Related to the Status of the Initiative and Communication
In this dedicated area you will be able to see the current status of the Initiative, how many opportunities have been submitted and what is the deadline of this Initiative.
Four actions are managed in this section:
You can close Submissions for this Initiative.
Broadcast Message allows you to send a message to all participants of this Initiative. You can use it for example to send a reminder to the participants to submit their ideas before the submission end date.
Manage Participants allows you to edit the list of Contributors to this Initiative by adding or removing them.
You can edit the Initiative details.
All users will see those four action buttons but only selected users with a specific role in this Initiative will be able to action any of those four functionalities.