Idea management
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
Innovation drives modern companies. Ideas for how to improve operations, products, marketing, morale, etc. can come from anywhere. To capture those great ideas, you need a system that anyone can use to share their thoughts, but you also need a consistent, transparent way to track those ideas and ensure the right people see them and respond.
That’s where idea management comes in. It handles all the heavy lifting and includes things like dynamic assignment and idea scoring. Here’s the general overview of how it works:
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Employee submits ideas using the idea form.
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The idea is routed to a central gatekeeper for a quick review, confirmation, and approval.
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The idea is then automatically routed to the relevant department head for scoring, review, and secondary approval.
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If approved, the department head assigns a project manager.
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The project manager then provides status updates until the project is complete.
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Notifications ensure the idea submitter knows what’s going on throughout the entire process.
For more information on idea management, refer to our idea management software blog post.
Form
Process
