Ideas

Explore Ideas

Short description:

This video presents how to explore the idea from a tenant.

The main topics are:

1. Who can access this feature?
2. Which is the content displayed on an idea card?
3. How to filter or search on the list?

Who has access?

Standard User

Note: This page containing all the ideas shared within your tenant is now called Explore Ideas. The Explore Automations reference was formerly used before the Citizen Development flow was released.

Explore the Idea Profile

Short description:

This video presents the way to explore the content of an Idea Profile.

The main topics are:

1. Who can access this feature? (00:00)
2. How to identify an Idea Profile that interests you? (00:27)
3. Exploring the "About" page. (01:30)
4. Exploring the "Documentation" page. (04:40)
5. Exploring the "Components" page. (05:50)
6. Exploring the "Collaborators" page. (06:30)

Who has access:

Standard Users

Fill in the Detailed Assessment

Short description:

This video presents the way to fill in the Detailed Assessment section within an Idea Profile.

The main topics are:

1. Who can fill in the Detailed Assessment? (00:55)
2. How to fill in the Detailed Assessment? (01:18)
3. The results of the Detailed Assessment (06:07)
4. How does the Detailed Assessment help prioritize the ideas in the Decision Pipeline? (06:48)

Who has access:

Process Owner assigned in the Idea Profile, System Admin, and Program Manager

Perform a Cost Benefit Analysis for an Idea

Short description:

This video explains how the Project Manager assigned in an idea can perform a Cost-Benefit Analysis of that idea.

The main topics are:

1. Why is this step important? (00:00)
2. Who has access to this feature? (01:24)

3. Editing the Cost-Benefit Analysis page:

   3a. Project Plan (03:11) 3b. Estimation of Robots Needed & Refinement of Benefits (04:52) 3c. Cost Estimates (07:40)

4. Viewing the output of the Cost-Benefit Analysis (10:16)

Who has access:

The Project Manager assigned in the Idea Profile, the Collaborator with editing rights, System Admin, and Program Manager