Idea Organization & Evaluation

1. Idea Organization & Evaluation – A How to Guide

2. 1) Idea Organization
Brightidea offers flexible and powerful interfaces for the administration and
evaluation of the ideas collected from your innovation process.
Administrators can access these areas by clicking
on Manage in the navigation bar from either the
enterprise or a WebStorm.
Once you
enter, simply click
on a WebStorm
from the menu on
the left.
This new intuitive
interface provides a
simple, clean
workspace for easy
prioritization and
organization of
ideas.

3. 1) Idea Organization
The WebStorm ideas manager allows for easy sorting, filtering and searching of all
ideas.
Hover over a column title, click
the down arrow to bring up the
sort and filter submenu.
Additionally, columns can also
be added or removed from
your view.
These views can be
customized by each
administrator and bookmarked
for future use.
There are also powerful
search functions built in to the
idea manager helping you
further find and refine your
content.
Searching can be refined by
words, tags & admin tags.

4. 2) Idea Actions
Administrators have the ability to perform
actions on one or more ideas by selecting
them from their WebStorm idea list.
•
Click the Actions button. From this menu
administrators have the ability to
•
Merge and link similar ideas
•
Change the status of their ideas
•
Idea status change is an integral part of keeping
users informed of where an idea is in the
innovation cycle.
•
Change the category
•
Add tag words
•
Move ideas to a different WebStorm
•
Hide ideas
•
Edit the content of an idea

5. 3) Idea Shortlisting
Ideas that are ready to be evaluated can be
moved to a “shortlist”
•
First, click the Create New Batch Button
and name your shortlist.
•
Second, drag your ideas to the newly
created list by grabbing the bar on the left
side and drop into the shortlist.
•
Third, click on the shortlist name to
configure. Once in your shortlist, clicking
the Gear icon in the upper right corner bring
up the configuration menu.
•
Select the Scorecard menu option and then
click Configure Scorecard.

6. 4) Idea Shortlisting: Evaluation
The scorecard configuration menu
allows for the assignment of a
customizable scorecard template to a
group of SMEs
•
Select the evaluators to receive the
scorecard by typing in their name or the
group,
•
Select a Scorecard Template from the
dropdown menu
•
•
•
Define a due date and add a Smart
Reminder
Customize the email that is sent to
your evaluator team.
Click the Assign Scorecard button to
send the action out to your evaluators.

7. 5) Scorecard Templates
The scorecard setup area allows you to
customize the templates used during your
evaluation process.
•
From the blue proposals tab, select the
setup link in the upper right.
•
Select the Scorecards tab on the left side
•
Select a “Create new Scorecard
Template” (example templates are provided for reference)
•
The interface for the scorecard
template are works just like the
submission form editor. Type in the
name, select the question type and
then fill in the answer choices.
•
Scorecard answers have point values
assigned to them to calculate the
evaluation score.
•
Once complete with your template, click
the
button on the bottom
right.

8. 6) Proposals
For ideas that require additional information before they are ready to be
shortlisted and evaluated, Brightidea has a collaborative feature for
building proposals
•
Follow the first three steps shown on
slide 5 for shortlisting.
•
From the gear menu, select proposals
and then Configure Proposal
•
*Note, proposal ownership will be set to
the administrator performing this
process. To assign to a different
SME, select the Change Proposal Owner
option from the menu and search for the
user. Click the >> to assign ownership
and click Save Changes.

9. 6) Proposals
The proposal configuration menu allows
for the assignment of a customizable
proposal template to a SME.
•
Select a Proposal Template from the
dropdown menu
•
•
•
Define a due date and add a Smart
Reminder
Customize the email that is sent to
your evaluator team.
Click the Assign Proposal button to send
the action out to your Proposal owner.

10. 7) Proposal Templates
The proposal setup area allows you to
customize the templates used during your
idea building process.
•
From the blue proposals tab, select the
setup link in the upper right.
•
Select the Proposals tab on the left side
•
Select a “Create new Proposal Template”
(example templates are provided for reference)
•
•
•
Four predefined fields are included
Click the Add a Text Field to build out
the template
Once complete with your template, click
the
button on the bottom.

11. 8) Working with Proposals
The proposal workspace is collaborative in nature. Proposal teams have
access to all relevant idea information and any evaluation history.
Custom
proposal
statuses
Full, originatin
g idea details
including
comments
and
attachments
Private
collaboration
space for
proposal
teams
Detailed scoring
history
Ad-hoc
proposal teams
Proposal
versioning
Related idea
information