2
Using Innovation Management:
Lesson 2
Work with Ideas
Copyright © 2017, Oracle and/or its affiliates. All rights reserved.
Lesson Objectives
After completing this lesson, you should be able to:
• Post a new idea
• Find an Idea
• Manage Idea teams
• Add details to an Idea
• Like and comment an Idea
• Create a Proposal from an Idea
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-2
Ideation Management Overview
• Oracle Cloud Innovation Management (IM)
provides users with a place to post ideas and Ideation
Management
expand them into proposals. Product Concept
Design
• Idea objects contain information about a new
idea, enhancement, or customer solution.
Product
Proposal
Lifecycle Innovation Management Management
Portfolio
Cloud
Management
Product
Requirements
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-3
Object Inter-relationships
Idea Requirements
Proposal Concept
Portfolio PLM Items
PLM Projects
Key
Related:
Associated:
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-4
Ideation Management
• Posting Ideas is a social activity where users can collaborate in the ideation process by
adding comments and “liking” Ideas.
• While the majority of ideas will only amount to a posted
entry in the system, some will gather the interest of
other users and prove to be valuable contributions to
your business.
• These popular ideas may be the basis for creating
Proposals, Concepts, and Requirements.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-5
Demonstration 2-1: Posting an Idea
In this demonstration, the instructor will post a new idea.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-6
Overview Tab
• Filter By
• Latest Updates
• Customer Idea Status
• Top Customer Contributors
• Top Contributors
• Tags
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-7
Filter and Updates
• Use Filter By to focus all chart results on specific Idea types and narrow by date range.
• Latest Updates provides click-able numbers for:
– Ideas Created
– Ideas Updated
– Ideas Voted
– Ideas Commented
• Click one of the Latest Updates numbers to invoke a search for Ideas that fit that
category.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-8
Status and Customers
• The Customer Idea Status chart presents the number of Ideas in a particular status.
• The Top Customer Contributors chart presents the number of Ideas aligned with a
particular customer.
• Click on a chart bar or piece to invoke a search for Ideas that fit that category.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2-9
Contributors and Tags
• The Top Contributors chart presents the users who have posted the most Ideas.
• The Tags section lists tags assigned to Ideas. The larger the tag size, the more Ideas
there are with that tag assigned.
• Click on the bar or tag to invoke a search for Ideas of that category.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 10
Search for Idea Objects
Use the search features found on the Manage Ideas tab to find Idea objects.
• Basic search – name and description
• Advanced search – add fields and use operators
• Saved Search – use predefined searches
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 11
Basic Search
• Default search interface
• Expand the search section to use it
• Only Idea (Name) and Description fields available
• Uses parts of words without wildcard characters, for example:
– "tch" returns watch
– "hon" returns phone
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 12
Advanced Search
• Click the Advanced button while in
Basic search
• Use additional fields
• Custom fields are listed if the admin
designates them as searchable.
• Use operators such as Starts with,
Contains, and so forth.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 13
Saved Search
• Save a defined search for easy reuse.
• Stores additional fields used and values added.
• Name the search and can set it as the default to run automatically when you access the
Manage Ideas tab.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 14
Post Ideas
• To post a new Idea, click the Post Idea button in the upper right corner.
• Enter the following information: Idea (name), Description, Type
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 15
Idea Types/Classes
• Administrators can create Idea classes.
• Idea classes display to the user as Idea Types.
• Users can search by Idea Type.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 16
Edit Ideas
• You can edit an Idea immediately after you create it or you can search for and edit it
later.
• Click the Edit button and modify
the following:
– Name
– Description
– Status
– Customers
– Relationships
– Attachments
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 17
Associate Customers
• You can associate an Idea with one or more customers by clicking the Associate
Customers button on the Idea.
• Move customer names to the Selected Customers field.
• The customer field applies only to Ideas and
involves no business logic.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 18
Social
• Use the Social link to open the Oracle Social Network (OSN) panel.
• The action also creates a conversation for the object if one does not already exist.
• Use the conversation to exchange
thoughts and opinions, and to
collaborate about decisions.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 19
Tags
• Add tags to categorize similar ideas.
• Add words without commas into the Tags field.
• Click a tag on the Tags panel of the Overview tab to invoke a search for ideas with that
tag assigned.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 20
Actions
• Create Proposal: allows you to create a proposal based on the idea. (Covered later in
this lesson.)
• Manage Team: allows you to add or remove team members. (Covered next)
• Delete: allows you to delete the idea.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 21
Idea Teams
• Teams define a group of users who can access and manage a specific Idea.
• You can add and remove users from your Idea's team.
• You can select whether only team members can access your Idea or everyone.
• Primary form of security.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 22
Evaluate Ideas
Users can evaluate Ideas by:
• Clicking the Like or Dislike buttons.
• Adding Comments.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 23
Idea Status
• Newly posted Ideas are typically assigned a Draft status.
• After adding further details to the Idea and receiving feedback from comments and
Likes/Dislikes, you may change its status to Accepted or Rejected.
• This status change will display to other users the acceptance (or rejection) of the Idea
and could also be used to find this Idea when searching Ideas based on their status.
• There is no workflow involved.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 24
Create a Proposal
• Use the Create Proposal action to create a new proposal about the Idea you are
currently viewing.
• As the Proposal is created, a relationship between the Idea and the new Proposal is
created.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 25
Practice 2-2: Working with Ideas
In this activity, you will perform the following:
• Post a new idea.
• Comment on the idea.
• Create a Proposal based on the Idea.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 26
Lesson Summary
After completing this lesson, you should have learned how to:
• Post a new idea
• Find an Idea
• Manage Idea teams
• Add details to an Idea
• Like and comment an Idea
• Create a Proposal from an Idea
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 2 - 27
