NPD Accelerator Workflows

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Review the following NPD Accelerator workflow, level review process, and access rights to get started with the NPD Accelerator.
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NPD Accelerator Workflow: The NPD Level 1 Idea Review Process
The following roles are involved in the NPD Level 1 Idea Review process:
  • Idea Submitter: The user who enters the new idea.
  • Process Manager: The user who oversees the idea review process and level score management.
  • Approvers: The users who provide scores for the idea and the project.
  • Project Manager: The user who manages the potential project that is derived from the idea.
Workflow Steps
  1. The idea submitter creates an idea and assigns a process manager and a project manager.
  2. When the idea is ready, the idea submitter submits it for approval.
  3. The Idea Review process starts when the idea is created. When the idea is submitted for approval, the process manager receives an action item to review the idea.
  4. The process manager evaluates the benefits of the idea and decides to either continue the idea or kill it. A continued idea follows the idea screen steps or is fast-tracked.
  5. To start the idea screen steps, set the following fields in the Approvers section of the idea. If you do not define the Approvers, the process manager receives an action item as a reminder.
    • Approvers: Level 1
      . The users who are assigned to provide a Level score to the project. This field is optional if a resource is assigned to the Approvers: All Levels selection.
    • Approvers: All Levels
      . The users who are assigned to provide a Level score to the project. This field is required if more than one Level approval step exists, or if no resources are assigned to the Approvers: Level 1 selection. The Approvers are carried over to the project and remain Approvers during later steps in the process.
  6. To fast-track to project creation, select the Fast Track check box.
    The project creation process starts which triggers the NPD Approval Level Process.
  7. The process manager selects one of the following options for the action item:
    • Go
      . If the Fast Track check box is not selected, the Idea Screen steps start. The idea passes through the Level Score process before becoming a real project.
    • Kill
      . The idea status is set to
      Rejected
      and the idea submitter is notified. The Idea Review process restarts.
  8. The Idea Review process creates a Level scoring for each Approver. The Approvers receive an action item to score the idea through the Level scoring. All Approvers provide a score for each Level factor and select the Scoring Complete field when they finish evaluating the idea. The NPD Level Score Process starts when the Scoring Complete field is checked. The Level Score process locks all Level Scoring fields, including the Level Factors. The process also increments the score counter and sets the NPD Level Trigger to the corresponding step. In this case, step one. The Approvers are not required to mark the action item done when the scoring is completed.
  9. The process manager is notified when all Approvers finish scoring the idea. The process manager reviews the final Level Score, which is the average calculated Level score from all Approvers. Based on the Level score recommendation, the process manager decides the following:
    • Go
      . The Idea Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers. The idea status is set to “Approved”, the Level Decision is set to
      Go
      , and the idea is converted to a project. The NPD Approval Level Process starts.
    • Hold
      . The Idea Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers. The idea status is set to “Rejected”, the Level Decision is set to
      Hold
      , and the idea submitter is notified. The process restarts.
    • Kill
      . The Idea Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers. The idea status is set to “Rejected”, the Level Decision is set to
      Kill
      , and the idea submitter is notified. The process restarts.  
NPD Accelerator Workflow: The NPD Approval Level Process
The following roles are involved in the NPD Approval Level process:
  • Project Manager: The user who is assigned to manage the potential project.
  • Approvers: The users who are assigned to provide scores to the project.
  • Project Stakeholder: The user who is assigned to review the project and make the Level decision for each Approval Level.
Workflow Steps
  1. After the project is created and the NPD Approval Level process starts, the project manager receives an action item to create the project cost plan. The project manager must associate the project to an entity before creating financial plans. When setting up the cost plan, any combination of grouping attributes can be selected as long as it includes the User Value 2 grouping attribute. Each grouping attribute requires a default value that can be entered in the NPD Level Processing section of the cost plan properties. This section becomes available when the cost plan is created. The User Value 2 does not require a default value. After creating the cost plan, the project manager can mark the action item as done.
  2. The NPD Approval Level process automatically creates a detail row in the cost plan for the Scoping step with the information from the idea. The NPD Approval Level process also updates the Project Level Score Factors with the average of the Level Score Factors provided by the Approvers in the originating idea. The Approvers defined in the idea are copied to the project. The project manager can keep the same Approvers defined for the idea or modify them, selecting a Approver for each Approval Level, for instance.
  3. The project manager performs the usual project management activities, such as, reviews the project plan, deliverables, financials, issues, and also defines the Finance and Governance stakeholder. The process will fail if the Finance and Governance stakeholder is not defined.
  4. When the project activities are completed and the project is ready to advance to the next Level, the project manager marks the Go to Business Case milestone as completed. When the milestone is marked as completed the NPD Level 2: Business Case Review sub-process starts. The NPD Approval Level Process automatically creates a detail row in the cost plan for the Business Case step.
  5. The NPD Level 2: Business Case Review process creates a Level scoring for each Approver defined for Level 2 and All Levels. The Approvers receive an action item to score the project Level through the Level scoring. All Approvers provide a score for each Level factor and select the Scoring Complete field when they finish evaluating the project Level. The NPD Level Score Process starts when the Scoring Complete field is checked. The Level Score process locks all Level Scoring fields, including the Level Factors, increments the score counter, and sets the NPD Level Trigger to the corresponding step. In this case, step two. The Approvers do not need to mark the action item done when the scoring is completed.
  6. The Finance and Governance stakeholder is notified when all Approvers finish scoring the project Level. Based on the Level score recommendation, the Finance and Governance stakeholder can decide the following:
    • Go
      . The Project Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers, at the milestone and the project levels, and the Level Decision is set to
      Go
      . The NPD Level 2: Business Case Review process ends and the Business Case phase starts.
    • Kill
      . The Project Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers, at the milestone and the project levels, and the Level Decision is set to
      Kill
      . The project manager is notified and the sub-process restarts.
    • Hold
      . The Project Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers, at the milestone and the project levels, and the Level Decision is set to
      Hold
      . The project manager is notified and the sub-process restarts.
    • Recycle
      . The Project Level Score Factors are updated with the average of the Level Score Factors provided by the Approvers, at the milestone and the project levels, and the Level Decision is set to
      Recycle
      . The project manager is notified and the sub-process restarts.
  7. When the project activities are completed for the Business Case step and the project is ready to advance to the next Level, the project manager marks the Go to Development milestone as completed. When the milestone is marked as completed the NPD Level 3: Development sub-process starts. The NPD Approval Level process automatically creates a detail row in the cost plan for the Development step. The steps 5 and 6 described above are repeated.
  8. When the project activities are completed for the Development step and the project is ready to advance to the next Level, the project manager marks the Go to Testing and Validation milestone as completed. When the milestone is marked as completed the NPD Level 4: Testing and Validation sub-process starts. The NPD Approval Level process automatically creates a detail row in the cost plan for the Testing and Validation step. The steps 5 and 6 described above are repeated.
  9. When the project activities are completed for the Testing and Validation step and the project is ready to advance to the next Level, the project manager marks the Go to Launch milestone as completed. When the milestone is marked as completed the NPD Level 5: Launch Level Review sub-process starts. The NPD Approval Level process automatically creates a detail row in the cost plan for the Launch step. Steps 5 and 6 repeat.
  10. The NPD Approval Level process ends when all five steps are completed.
NPD Accelerator Access Rights
The following rights are the minimum access rights that are required by the NPD Approval Level processes for each role. The user groups that are included with the NPD accelerator have examples of extra access rights that can be granted for each role. Global rights can be replaced by OBS Units rights depending on the security implementation.
Idea Submitter
Idea submitters create and view ideas. The access rights in the following table are required by the NPD Approval Level processes.
Type
Area
Access Right
Global
General
Account Settings - NaviLevel
Organizer - Access
Global
Idea Management
Ideas - Create
Global
Resource Management
Resource - View - All
Instance (Process - Start)
Process Management
NPD Level 1: Idea Review
Process Manager
Process Managers edit ideas, Level scoring instances and manage processes. The access rights in the following table are required by the NPD Approval Level processes.
Type
Area
Access Right
Global
General
Account Settings - NaviLevel
Organizer - Access
Global
Idea Management
Idea - Edit - All
Global
Level Score Management
Level Scoring - View All
Global
Process Management
Process View Instance - All
Global
Resource Management
Resource - View - All
Instance (Portlet - View)
Level Scoring
Level Score Review
Instance (Process - Cancel)
Process Management
NPD Level Score Process
NPD Level 1: Idea Review
NPD Level 2: Business Case Review
NPD Level 3: Development
NPD Level 4: Testing and Validation
NPD Level 6: Launch Level Review
NPD Approval Level Process
Instance (Process - Start)
Process Management
NPD Level Score Process
NPD Level 1: Idea Review
NPD Level 2: Business Case Review
NPD Level 3: Development
NPD Level 4: Testing and Validation
NPD Level 6: Launch Level Review
NPD Approval Level Process
Approver
Approvers view ideas and edit Level scoring instances. The access rights in the following table are required by the NPD Approval Level processes.
Type
Area
Access Right
Global
General
Account Settings - NaviLevel
Organizer - Access
Global
Idea Management
Idea - View - All
Global
Level Score Management
Level Scoring - View All
Instance (Portlet - View)
Level Score Management
Level Score Review
Instance (Process - AutoStart)
Process Management
NPD Level Score Process
Project Manager
Project Managers manage project properties, schedules, and resource allocations. The access rights in the following table are required by the NPD Approval Level processes.
Type
Area
Access Right
Global
General
Account Settings - NaviLevel
Organizer - Access
Global
Idea Management
Idea - View - All
Global
Project Management
Project - Cost Plan - Edit All
Project - Create
Project - Edit Management - All
Project - Enable Financial
Project - Modify Baseline All
Project - Risk, Issue, Change Request - Edit - All
Projects - NaviLevel
Global
Process Management
Process View Instance - All
Global
Resource Management
Resource - View - All
Instance (Portlet - View)
Level Score Management
Level Score Review
Instance (Process - Cancel)
Process Management
NPD Level Score Process
NPD Level 1: Idea Review
NPD Level 2: Business Case Review
NPD Level 3: Development
NPD Level 4: Testing and Validation
NPD Level 6: Launch Level Review
NPD Approval Level Process
Instance (Process - Start)
Process Management
NPD Level Score Process
NPD Level 1: Idea Review
NPD Level 2: Business Case Review
NPD Level 3: Development
NPD Level 4: Testing and Validation
NPD Level 6: Launch Level Review
NPD Approval Level Process
Stakeholder
Stakeholders view projects and Level scoring instances. The access rights in the following table are required by the NPD Approval Level processes.
Type
Area
Access Right
Global
General
Account Settings - NaviLevel
Organizer - Access
Global
Level Score Management
Level Scoring - View All
Global
Project Management
Project - View Management - All
Projects - NaviLevel