How to get started using Innovbook Idea Management Software. Innovbook is a service that allows organizations to quickly locate the proverbial needle in the haystack — the handful of killer ideas in a sea of mediocre ones, and to shepherd them through evaluation and onto implementation. Innovbook allows organizations to consolidate valuable ideas from employees, vendors, customers or tenants. These ideas can be categorized by association, company, or department while a manager at each level reviews the value of the idea specifically for that organizational segment.

1. Getting Started

2. Getting Started
Follow these easy steps to a more
innovative organizationelow
Invite Users
Create User Groups
Create Categories
Record Improvements
Develop Challenges

3. Step 1- Create User Groups
» User Groups are intended to
purposefully format your company
to permit or protect certain
information and ideas.
» They organize users according to
their responsibilities and optimize
the innovation process, from
creation to implementation.
» Responsibilities:
» Reviewing ideas
» Approving ideas
» Visualizing ideas
» Examples of User Groups:
» Company Employees
» Operational Management
» Commercial Management
» Operational Board
» Commercial Board
» Customers and Partners

4. Step 1- Create User Groups
1. To start Select “User
Groups” on the left toolbar,
followed by selecting “Add”
under the User Groups bar.
2. Next, insert the name of the
group you would like to
create.
3. Select “All Users” tab to add
users to the Commercial
Team.
4. In this case, the Commercial
Team was created to group
together those directly
responsible for all
innovations in the
Commercial department

5. Step 2- Invite Users
» Users are the life blood of
Innovbook, and becuase of that we
allow Unlimited Users.
» Users can vary from employees to
customers, the only requirement is
an email to join.
» We can invite users in 2 ways:
» Manual registration- Invite users to
specific groups, 1 at a time.
» Importing- Invite multiple users
through a CSV text file. This option
is labeled “Import”

6. Step 2- Invite Users
» Next, select the appropriate User Group and Role Assignment
» 3rd Party- vendor, supplier, client
» Simply leave this space blank to register a user as 3rd party.
» Employee
» This user is limited to the Idea Manager, Idea Drafts, and Idea Collector
features, but can also be included in reviewing and approving.
» Administrator
» This user has full access to the tool include adding groups, categories,
users, organization settings, and more.
» Owner
» The owner has all the Administrator’s permissions in addition to viewing
all the ideas created.
» Register Ideas for Others
» This option allow that user to register ideas for those who may not have
access.

7. Step 3 – Create Categories
» Categories are used to filter ideas
based on departments, services,
products and projects.
» By categorizing the organization we
can divide responsibilities by defining
specific access, permissions and
group ideas.
» Innovbook allows you to register a
category plan within levels. We
suggest creating a plan with the
minimum number of levels, this will
make it easier for the user to create
and view ideas.

8. Step 3 – Create Categories
» The main category will act as the parent, or umbrella category in which other categories
can be placed as sub-categories.
» You can define what users can place ideas under the category, below:
» Visible to Collaborators
» Only visible to direct users of the company, not 3rd party users.
» Visible to all
» Visible to all users, including 3rd party users. whether or not they are tied to that
category.
» The marked field “Ideas implemented “ represents the ability to fully develop ideas.
» For example, some categories are parent categories utilized for organization, and do
not allow for idea to be placed in those categories.

9. Step 3 – Create Categories
» When registering a category, you will define the following responsibilities:
» Reviewer- This individual will filter all ideas, gather feedback, archive ideas for later
appraisal and can send ideas for approval. An optional Reviewer Group will have same
access.
» Approver- This individual has similar acces with ability to approve ideas and select the
implementor.
» Viewer Group- This is a User Group who will able to view existing ideas within that
category.
» In many situations the Reviewer and Approver is the same individual in order to
expedite the evaluation process.
» The main approver and reviewer must be a member in the assigned group.

10. Step 4 – Record Improvements
» In this section, you can define the
benefits and improvements this
idea will focus on.
» In this case there are examples of
the many benefits an idea can
possess, such as:
» Cost Reduction
» Process Improvement
» Customer Service
Improvement
» Increased Revenue
» These expected benefits will be
associated with the idea upon
registration.

11. Step 5 – Develop Challenges
» Some of the challenges below can
be registered to encourage people
to create ideas:
» Reduction of costs and waste
» What actions can be taken to
reduce costs and waste
» Innovative products and services
» Which innovative products and/or
services can we develop or offer to
our clients.
» A specific category can be set, as
well as a time frame to expedite
results.
» If multiple challenges are running
in parallel, a specific priority can be
determined.

12. www.Innovbook.com
Have any Questions?
Contact@Innovbook.com
www.Innovbook.com