Innovation Resources
- Last updated
- Sep 19, 2022
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- Getting Started
- Data Driven Innovation
- FAQs
- Communities and Challenges
- Creating Communities and Challenges
- Communities versus Challenges
- Create a Community
- Overview: Challenges
- Framing a Challenge
- Creating a Challenge using the Challenge Wizard
- Challenge Overview Page/Challenge Home Page
- Viewing Challenges
- Working with Challenge Templates
- Configuring Challenge Phases
- Setting Challenge Status
- Archived Challenges
- Display/Remove Challenges or Ideas in Other Communities
- URL Customization
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- Types of Challenges
- Challenge Access
- Resolving Challenges
- User Experience
- Creating Communities and Challenges
- IdeaPlace Notifications
- Email Templates
- Email Template Overview
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- Challenge Update Email
- Idea Submission Email Templates
- Administrator and Moderator Spam Filter Templates
- Comment Email Templates
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- Disable All Email Templates
- Email BCC for Data Retention
- Email Template Variables
- Idea Graduation Email Templates
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- Share With email template
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- Overview: My Inbox
- Setting Up Notifications
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- User Access/Registration
- Access Settings
- Adding and Removing User Access
- User Creation, Access Setup and Role Assignment
- Importing Users, Ideas, and Comments
- Changing Site Access/Removing Membership Access for a Challenge or Community
- Locking Users in Bulk
- Adding Custom Roles in Planview IdeaPlace
- Excluding Users from Leaderboards
- Steps to Take if a User Forgets Their Password and Is Locked Out
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- Idea Management
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- Categories
- Overview
- How to Add a Category from within a Challenge
- How to View Current Categories on the View Ideas Page
- How to Edit or Delete a Category from within a Challenge
- Category Moderation
- How to Add a Category from within a Community
- How to Link a User to the Post Idea Page with Category Pre-selected
- How to Follow a Category
- Frequently Asked Questions
- Tasks and Metrics
- Machine-learning Idea Features
- Import Ideas
- Bulk Actions
- Idea Implementation through the IdeaPlace-AdaptiveWork Integration
- Idea Implementation through the IdeaPlace-Portfolios Integration
- Idea Implementation through the IdeaPlace-ProjectPlace Integration
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- Maintenance and Upgrades
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- What is IdeaPlace?
- IdeaPlace User Guide
- User: Tips for Posting Ideas
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- User: Idea Graduation
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- User: How to Vote with Pairwise
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- User: How to Place a Store Order or Bid in an Auction
- User: @mention people in content
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- Tribal Knowledge
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- Access and User Import
- API Use Cases and Endpoints
- Building a Challenge Pipeline
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- Configuring Challenge Phases and Stages
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- Reporting - Planview IdeaPlace Analytics Embedded Solution
- Custom Fields Values - Updating the SpigitModel
- Planview IdeaPlace Analytics Update
- Standard Reports in Insights/Power BI
- November 2021 PBIX Updates
- May 2021 PBIX Updates
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- December 2020 PBIX Update
- October 2020 PBIX Changes
- Access/Insights Page Sections
- Creating and Editing Reports
- Challenge Activity
- Ideas
- Idea Activity Breakdown
- Idea Custom Fields
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- Idea Closure Fields
- Idea Closure Fields - Numeric
- User Activity Challenge
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- Pairwise
- Tasks
- Review Responses
- Idea Key Themes
- Sentiment Key Influencers
- Idea Sentiment Dashboard
- User Custom Fields
- Insights Update – Planview IdeaPlace Data Driven Innovation
- All Data Clusters
- TeamTap1 - TeamTap Key Themes
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- TeamTap5a - Tap Explorer Activity
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- Embed Reports Option
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- OData Access for Planview IdeaPlace
- Accessing Planview IdeaPlace Data with Power BI Desktop Using OData
- Accessing Planview IdeaPlace data in Microsoft Excel
- Power BI
- User Access Report through Site Settings
- IdeaPlace Videos
- Innovation Management Capability Model Outputs, Reports, and Analytics
- All Data Clusters
- Challenge Activity
- Dynamic Idea Report
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- Excel Custom Reports
- Ideas
- Ideas Activity Report
- Idea Activity Breakdown
- Idea Closure Fields
- Idea Closure Fields Numeric
- Idea Custom Fields
- Idea Key Themes
- Idea Selection Report
- Idea Sentiment Dashboard
- Idea Tracking Report
- Idea Voting Breakdown
- Moderator and Expert Activity Detail Report
- OData/Power BI Desktop Custom Reports
- OData/Tableau Custom Reports
- Pairwise
- Private Comments Report
- Rapid Report
- Reviews
- Review Responses
- Sentiment Key Influencers
- Tap Clusters
- Tap Drill Dashboard
- Tap Explorer
- Tap Explorer Activity
- Tap Explorer Themes
- Tasks
- TeamTap Key Themes
- TeamTap Sentiment Influencers
- TeamTap User Activity Breakdown
- TeamTap Use Case Example 1 - Improve Agility in Digital Council
- TeamTap Use Case Example 2 - Improve Supply Chain Analytics
- TeamTap Use Case Example 3 - Team Trend Analysis
- TeamTap Use Case Example 4 - Voting on Process/Project Initiation, Continuance, Closure
- Users with no Activity Report
- User Activity Challenge
- User Activity / Time
- User Custom Fields
- User Tasks Report
- TeamTap
- TeamTap Introduction
- How to Create a Tap
- How to Share a Tap
- How to Respond to a Tap
- How to View a Tap's Statistics
- How to Vote on a Response
- Filter and Sort
- How to Accept Responses
- How to Close a Tap
- Advanced Filter
- Analytics
- How to Bookmark a Tap
- How to Delete Content from a Tap
- Keyword Search
- Notifications
- TeamTap Mobile
- User Roles
- Planview IdeaPlace NextGen (Labs)
- Integrations
Planview IdeaPlace is happy to offer resources from partners and thinkers across the web, that we think provide valuable help for the success of your Innovation Program.
1 |
Ten Types of Innovation (Doblin)For many years, executives equated innovation with the development of new products. But creating new products is only one way to innovate, and on its own, it provides the lowest return on investment and the least competitive advantage. The Ten Types of Innovation's framework provides a way to identify new opportunities beyond products and develop viable innovations. |
2 |
The three crucial stages for customer involvement in the innovation process (Inventium)While this blog post by Inventium focuses on engaging with customers, this approach is also critical when speaking with your internal customers, your employees. The stronger your assumptions are about needs and what creates value, the less likely you we are to seek out what they truly want or require. |
3 |
The Idea-Driven Organization (Dan Scroeder & Alan Robinson)Alan G. Robinson and Dean M. Schroeder argue that an organization's employees are best positioned to listen to the customer, identify and solve problems, and provide the insights for the next generation of products and services. Rich with examples, the book lays out a process for management to solicit and engage employees, turning the organization into an idea-driven one. |
4 |
The Eight Essentials of Innovation (McKinsey Quarterly)Since innovation is a complex, company-wide endeavor, it requires a set of crosscutting practices and processes to structure, organize, and encourage it. |
5 |
The Lean Startup (Eric Ries)Eric Reis' seminal work describing how to navigate through uncertainty. Essential reading for everyone involved in realizing innovation. The Lean Startup describes a methodology for practicing validated learning towards reducing the risk of creation. |
6 |
Build an Innovation Engine in 90 Days (Harvard Business Review)Great ideas remain captive in the heads of employees, innovation initiatives take way too long, and the ideas that are developed are not necessarily the best efforts or the best fit with strategic priorities. |
7 |
New Focus on Building Innovation Cultures (Culturevate)A recap on the FEI Conference from Culturevate and their key takeaways. One notable observation is the impact that front-line employees now have with innovation. A reconizable shift, almost every presenter talked about the need to continually engage employees in innovation activities, with a goal of generating broader cultural enhancement across the organization." |
8 |
Managing Ambiguity (Cloverleaf)Cloverleaf has a lot of experience guiding organizations in innovation; this is a good piece on dealing with the vagaries of needs & goals, emphasizing managable, iterative action that involves contributors. |
9 |
Ideas Are Free (Dan Scroeder & Alan Robinson)Ideas Are Free explains how sustainable competitive advantages in areas ranging from productivity and responsiveness to cost reduction and quality assurance are only possible with the attention to detail that comes from getting and implementing large numbers of ideas from employees. |
10 |
Four Collaboration Killers – and How to Fix Them (Cloverleaf)Talking in circles, stuck in a rut, losing focus, uneven participation—Cloverleaf describes blockers and practical ways of how to overcome them. We like that Cloverleaf always finds a way to move people towards action. |
11 |
Bottom up, top down (Inventium)We agree with Inventium’s view, that the most effective, long-running programs are able to capture both the energy from the community (bottom-up) as well as alignment with the organization's objectives (top-down). Ignore either at your peril!" |
12 |
Seven Signs That Your Innovation Program is at Risk of Failure (Culturevate)Is your innovation program stagnate or at risk of failure? Anthony Ferrier, CEO of Culturevate discusses the seven most common signs of a failing innovation program. A few signs to be cautious of include: a focus on activity rather than more concrete business oriented results, ideas aren’t being built, and wavering executive sponsorship. We want you to avoid these pitfalls and keep on the track of success. |