Enterprise Software Solutions – On Premise, In the Cloud or Managed

K2 New Idea Submissions Accelerator

Overview
The New Idea Accelerator facilitates capturing innovation within an organization by encouraging employees to submit new ideas. The request form submitted by a company employee captures the idea details and assigns a task to an employee in the Knowledge Management group. The person can then decide whether the idea is valid or not and if a meeting is required with the originator for clarification. It can also be routed back for rework. After initial approval, the task will be assigned to an Evaluation group which will create an implementation plan for the new idea and decide if the originator should receive an award for it.

Approval Process
New Idea Review: Task Group 1 (New Idea Reviewers Role), Task Group 2 (originator). Note: Remove Task Group 2 before deploying to production.
Reviewers can either reject an idea outright, ask the submitter to refine it, or endorse it.

If endorsed, the reviewer can optionally request a meeting with the submitter of the idea.
In this case a meeting request is sent to the submitter and an approval task is created for the person who endorsed the idea.
The approver (person who originally endorsed it) can approve or reject the idea after meeting with the submitter.
Once the idea is approved, it is sent for execution to New Idea Rewards Committee (K2 Role).

New Idea Submission Workflow

Submission Form
New Idea Submission

Administration
The solution offers two main lookup values that can be set up administratively : New Idea Categories and New Idea Rewards

Home screen for users
Users are able to see requests they submitted and requests that are assigned to them for approval.

Sounds Interesting?
If you are looking to use this as a baseline for building an enterprise strength New Idea Submissions solution, here are a few things we recommend you do:

  • Move from Smartbox SmartObjects to your own SQL database.
  • Convert the workflow project to a K2 Studio or Visual Studio based workflow project. Currently, the workflow is designed using Web Designer Workflow which is somewhat limited. Converstion can be done by exporting the process from K2 Management Console, unpacking the kprx file and importing it into K2 Studio or Visual Studio Project.
  • Remove originator from the destination rules. We believe this is done primarily for ease of testing and demonstration.

Accelerator Version
1.1