This slide deck provides a detailed overview on how to use the Conteneo Weave Decision Engine to collaboratively prioritize product features with customers, project portfolios with internal teams, allocate resources and engage citizens through Participatory Budgeting and Budget Games.

1. Conteneo Weave Decision Engine
Version 2.0

2. 2
VP of Sales
laura.richardson@conteneo.co
Fallon Murray Laura Richardson
Director of Training
fallon.murray@conteneo.co
Your Instructors

3. Objectives
As a Producer and/or Facilitator using the Conteneo
Weave Decision Engine
I want to plan, facilitate and post-process decision
engine forums
so that I can prioritize projects in my project
portfolio, features in my backlog,
allocate resources, and other cool stuff!

4. Agenda
• Weave Decision Engine Overview
• The Participants’ Experience
• Common ways to use Decision Engine
• Decision Engine Basics
• Configuring your Forum
• Scheduling your Forum
• Starting the Forum: The Lobby
• Facilitation
• Results Processing
• Large scale engagement
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5. Feedback from Day 1

6. Decision Engine
6
Decision Engine enables teams to decide how to allocate
resources / budgets through a scalable virtual market
Feature
Prioritization
Resource
Allocation
Portfolio
Prioritization
Participatory
Budgeting
Buy a Feature Resource Allocator
We Commit!
Budget GamesBuy a Project

7. Our Backlog
7

8. Let’s Engage a Quick Forum
This is a 15 min forum
to prioritize Conteneo’s backlog.
8

9. Experiencing This as a Participant
• If you’re logged in, please log out
• Go to conteneo.co
• Click “Join Forum” in the upper right
• ID: Provided by your instructor
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10. Chat area for
participants
Items
Empty slots are used for
participants who might come
after the forum starts
Area for participants to
make bids & purchases
Facilitator controls – only
shown to Facilitators
Decision Engine User Interface
Items can be added
during the Forum
Items can be edited
during the Forum

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12. Common Ways To Use
Decision Engine
12
You just experienced/observed one way to
use Decision Engine – how else can you
envision using it?

13. Common Ways To Use Decision Engine
Challenge Process
Conduct research on new
products or features with
customers or members of your
market.
You will follow the same process. The only thing
that differs are if the participants are internal
(employees) or external (customers).
1. Confirm goals / desired outcomes.
2. Configure the list of items (description &
prices).
3. Determine if you want Forums or Galas.
4. (Optional) Assemble facilitation team.
5. Schedule the forums.
6. Analyze results and prepare recommendations.
Prioritize quarterly or annual
projects.
Prioritize process, technical debt
or operations improvement
efforts.
Improve the allocation of
resources to prioritized projects.
Engage employees in selecting
CSR projects.
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14. Language Review
14
FRAMEWORK
A Forum is a specific
instance of a Framework
by one or more people
FORUM
A Framework is a tool
that enables knowledge
workers to perform their
jobs
Frameworks are the
starting conditions of
a Forum

15. Language Review
15
In Decision Engine, your list of items is a framework that helps teams prioritize
product features or projects
A Framework in
Idea Engine
A Framework in
Decision Engine

16. Configuring the Decision Engine
16

17. Product Manager for Conteneo
You’re Luke at Conteneo and you want to prioritize
some potential new features for the next version of
Weave!
You have a rough estimate of how much each
potential feature will cost. These estimates are
based on “shirt sizes” – Small, Medium, Large and
were provided by your Dev Team.

18. This is the
manual path.
This is the most
common path.
Configuring the Decision Engine
18
1. Create a Project
Configure
Framework Details
Create a new
Framework
List of Items
in Excel
Upload to create a
new Framework
Ready to Start!
Create Forums Create Galas
Collaborate to
create
Individuals add
items
Create a blank
Framework

19. Create an Excel file or download our template and fill out your items. After
creating your file, follow the directions on the next page.
Here is an example of a set of items:
A name is the only required piece of information for an item. If both a size and a
price are specified, the price will be used. Files can be .xls or .xlsx extensions.
Configuring Decision Engine in Excel

20. Type in the name
& description
Specify who can see
the results
Specify your currency symbol
and where it is placed
Here is the “Shirt Size” Table.
Manual Framework Configuration
Upload an Excel File
Manually add items

21. Collaborative Framework Configuration
21
Click to Add
an Item

22. Create Decision Engine Framework
• Now, create your first Decision Engine
Framework! Remember, you can either:
• Upload a .csv file to start
• Add your items manually
• Options…
• Create a forum for your project.
• Create a fun game of Party Desserts for a large party
(e.g. Cake, Pie, Ice Cream, Cookies, etc.).
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23. >> BREAK <<
Create your Framework by uploading at least 3
items/features/projects into Decision Engine
We will resume at XX:XX
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24. Scheduling your Forum
This is a two step process:
Enter details, schedule the forum(s).
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25. 25
Schedule your Forum
Specify the name of your Forum and
when you want it to start
You can facilitate the forum or you can
specify a third-party facilitator
Add your guests
Specify when
the lobby opens
Specify the duration
Specify the Access level for
your guests
Click Schedule
Forum
Third party
facilitators must
have accounts

26. Schedule your Forum
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Define budget allocation rules
Do you want to allow participants to
add new items during your forum?

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Copy & Paste the notification message to
your participants or create an email draft:
Notify Participants

28. Take 5 minutes to
Schedule your Forum
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29. Starting the Forum: The Lobby
The first step for a Forum is the Lobby

30. Forum Entry Flow
30
Participants who match Guest list
criteria are placed into the lobby, a
gathering area before the forum.
Participants request entry to the
forum by entering their credentials
into the “front door” of the Lobby
Participants are moved from the Lobby
into the Forum once the Forum begins.

31. Email Authentication
31
If your forum requires authentication, Weave
will email an authorization code to the email
you provided.

32. Here is the guest list for the lobby.
We start with 8 slots.
Participants in light gray have not yet
arrived. As participants arrive they
are announced and the font is dark.
If people are neither
rejected by the
excluded list or
accepted by the guest
list they are placed
here.
If there is NO ROOM for
an additional
participant they are
placed here.
You need to move
people here when
ready.
The Lobby
Controls to:
- start the
forum
- lock (close)
the lobby
Any text you put
there is shared with
the participants in
their lobby.

33. Take a minute to
start your Forum
33

34. Facilitating Forums
34

35. You’re Ready!
35
Share the Forum URL
with your participants.
Participants will be added
here. Click on the “x” to
delete extra slots.
Click here to end
your Forum.
By default, participants
get 40% of the total cost.

36. Facilitator Goals / Jobs
• Manage the lobby and the participants
• Explains the rules of engagement
• Promote negotiations that lead to actionable
insights
• Ensure the forum ends on time
• Maintain neutrality
• General guidelines:
• no right or wrong answers
• designed to provide insight, not answers
• a conversation – ideally, everyone participates

37. Facilitation Guidelines
• Avoid making any promises on priorities.
• Avoid commitments to specific features / projects /
deliverables.
• Never talk negatively about your product or your
competitor’s products.
• Never say “That should be easy”. It sets expectations
too high and can kill any negotiation opportunities.
• Never say “That is too hard”. It can prematurely stop
conversation about what the customer really wants
and ways to achieve this. Besides, hard  money

38. Sample Script (More in the Online Help)
Thank you and welcome to the lobby. This is the place where will gather all of the
people who will be joining us to prioritize our potential features.
My name is <INSERT YOUR NAME HERE>, and I’ll be your facilitator.
We’re going to be playing Buy a Feature to help prioritize potential features for Project
Moonshot. Project Moonshot is our next generation construction management
software platform.
When we start the forum, you’ll see 2 windows: (1) a list of features and participants,
and (2) a group chat.
Each feature is priced to reflect its development cost. Complex features cost more
money. A tool-tip will expose details when you rollover a feature’s name in the list.
Your job is to purchase those features that would provide the greatest benefit to you
and others within your company and work environment.
To get what you want, you'll most likely need to convince other participants to join
you. You do this through the chat feature at the lower right. The chat has two entry
points: the left entry box is for chats to everyone; the right entry box has a pull-down
menu of participant names to send a chat directly to another participant.
Try to explain why an item is important to another person.
For example, “I think X-Y-Z sounds pretty cool” is less convincing than “I think X-Y-Z
should be purchased because it will make it easier for me to manage multiple
customer sessions.”
We’ll start when everyone is ready. Are we ready?
38
Start warmly. Be Authentic!
Outline the forum’s purpose.
Provide an overview
of the user interface.
Explain how to participate.
Emphasize collaboration.

39. Facilitator Commands
Facilitators can issue commands by
“whispering” them to the System.
39
Command Result
list lists the players
add amount to player add money to a player add 20 to Sam
subtract amount from player subtract money subtract 20 from Sam
addtoall amount add money to all players addtoall 20
subtractfromall amount subtract money from all players subtractfromall 20
stop_bid player stops a player from bidding stop_bid Sam
stop player stops a player from bidding & chatting stop Sam
drop player drop player from forum drop Sam
and redistribute funds

40. Adding Items
40
Click to Add
an Item

41. Editing Items
41
Click to Edit
an Item

42. Analyzing Results
The goal is to create actionable insights!
42

43. Analyzing Forum Results

44. Summary Results
44
Download your results directly from
your Forum

45. Summary Results
45
Download your results from your
Dashboard

46. Ranking Algorithm
1. Fully purchased items rank higher than partially
purchased items.
2. When items have been purchased the same
number of times partial purchases (Bids) are
used next.
3. If items are still tied we use the total time to last
purchase to break ties: The faster an item is
purchased, and the more stable it stays
purchased, the higher the ranking.
46

47. Optional Detailed Analysis
You can always download the Excel data file for
detailed analysis.
47

48. Forums Align Teams to Leaders
Employee Priorities Key Leadership Team Project
Leadership Impact: Educate to build trust
Business Impact: 3 month reduction in implementation
46 projects
120 employees
5 locations
3 Tournaments
15 Forums

49. Item Name Exec 1 Exec 2 BWIN-G1 BWIN-G2 BWIN-G3 BWIN-G4
Total
Purchased?
Execs?
Extended
Team?
Mobile 1 Yes Yes Yes Yes Yes Yes 6 2 4
Mobile 2 Yes Yes Yes Yes Yes Yes 6 2 4
HTML LB Yes Yes Yes Yes Yes 5 2 3
Poker A Yes Yes Yes Yes 4 2 2
Sports A Yes Yes Yes Yes Yes 5 2 3
Poker B Yes Yes Yes Yes Yes 5 2 3
Casino A Yes Yes Yes Yes Yes 5 2 3
Sports B Yes Yes Yes Yes 4 1 3
Casino B Yes Yes 2 0 2
Casino C 0 0 0
Sports C Yes 1 0 1
Phoenix Phase 1 Yes 1 0 1
Phoenix Phase 2 Yes Yes Yes 3 2 1
Einstein 1b.es Yes Yes 2 1 1
Einstein 1c Yes Yes 2 1 1
Einstein Phase 2 0 0 0
Mobile Games A Yes Yes 2 1 1
API Yes Yes Yes 3 1 2
Games D 0 0 0
Social Yes Yes Yes Yes 4 1 3
Innovation 1 Yes Yes Yes Yes 4 1 3
Innovation 2 Yes Yes Yes Yes 4 0 4
Forums Align Leaders to Teams

50. Forums Align Teams to Each Other
Caterina i think sports needs the attention
Markus
following up on haralds proposal to focus on
one sports mobile initiative
Caterina
they are making a lot of money for the company
(and i don't work on sports) :)
Caterina i agree for the sports mobile initiative
Player Caterina Dominic Harald Markus Martin Samanta Totals
Mobile Sports 2 2000 700 500 0 0 800 0 2000
Mobile Ver 2.0 of Poker 1400 200 0 0 1000 200 0 1400
Sports on canvas 2250 0 1500 0 500 250 0 2250
Poker on Canvas 2400 0 0 2400 0 0 0 2400
Phoenix Phase 2 4500 543 1457 0 500 0 2000 4500
Einstein 1c 1300 1300 0 0 0 0 0 1300
Create open integration layer 4000 414 0 422 1000 707 1457 4000

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Conteneo, Inc.
1296 Kifer Rd., Suite 601
Sunnyvale, CA 94087
Please visit us at www.conteneo.co!