NPD Accelerator Ideas - End of Life

Ideation refers to the process of developing new ideas. New product development (NPD) begins with the submission of ideas for a company-configured approval process. Input from sales, marketing, customers, partners, and other employees is often spread across the organization in numerous databases, email in-boxes, and documents. Anybody in your organization can create and submit an idea including external non-
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For proper resource and budget planning, all ideas require reviewing and weighing against the company goals. Only then, take decisions regarding the ideas to implement. The NPD Accelerator provides an idea management dashboard that is designed for the marketing and product managers in your organization. A subset of that dashboard is available for other users as a landing point for them to enter ideas. Portlets track idea metrics, including costs and revenues. The NPD Accelerator also provides an Idea Vault, which is a page that contains all ideas, whether approved or not. Filter the ideas by status and stage. Look for older ideas that are on hold or recycled and then start the approval process.
 Much of your work is performed from the Idea Management Dashboard. You can set the dashboard as your default 
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 Accelerator for NPD home page. Action items can be accessed and managed directly from the page.
Create and Submit an Idea for Approval
After an idea is submitted for approval, the process manager sends an automatic notification to review it.
Follow these steps:
  1. Open the New Product Development menu, and click Idea Management Dashboard.
  2. In the Ideas section, click New.
  3. Complete the following required fields in the General section:
      Indicates the name of the idea.
      Idea ID
      Indicates a unique identifier for the idea. Enter an alphanumeric string of characters.
      Idea Priority
      Indicates a classification for the issue. Select a category from the drop-down list.
      • High
      • Low
      • Medium
      (optional) A description of the idea.
      Project Manager
      The user assigned to manage the potential project, once it is created.
      Idea Submitter
      The user who entered the new idea.
      Process Manager
      The user assigned to oversee the idea review process and gate score management.
      The default selection is Idea Screen. Click the lookup icon to browse for a company-defined stage for the project (optional). The following are the out-of-the-box NPD lookup values:
        New Product Development (Level = Investment Process)
      • Idea Screen (Level: Investment Stage)
      • Scoping (Level: Investment Stage)
      • Business Case (Level: Investment Stage)
      • Development (Level: Investment Stage)
      • Testing and Validation (Level: Investment Stage)
      • Launch (Level: Investment Stage)
      (optional) The box is checked as Active by default.
      Idea Documentation
      (optional) Click the multi-select browse icon to add related files to the idea.
  4. Complete the following fields in the Idea Details section (optional). These details are used in many portlets and require an entry based on the business configurations. You can customize the lookup tables to include your own values:
      Product Category
      The category is used to label the product with the appropriate description as it relates to marketing. Select a category from the drop-down list.
        New to World (Class: Breakthrough, market changing products)
        These products have the most potential for huge company changing revenues, but they also carry the most risk. The technology to create the product may not exist, and may ultimately not be feasible.
        New to the Company (Class: Company changing)
        These products are not built by your company, but competitors have built them. The technology exists, but may not exist in-house. These are risky, but not as risky as New to the World products. Since they have the potential for new product lines, they also have great revenue increasing capability.
        Line Extension (Class: Safest)
        Extensions to existing product lines. These products are low risk, low reward projects.
        Modification (Class: Safe)
        Modifications to existing product lines. A new product is developed, but about more of the same. Low risk, low reward, low innovation.
        Enhancement (Class: Safe)
        Minor additions to existing features in products. A new product is developed, but without new features. Low risk, low reward, low innovation.
      Product Line
      The product line is a set of values that your organization specifies, based on its own manufactured products. The lookup list is populated with out-of-the-box sample values.
      Product Type
      The type is used to track the product type using the following choices:
      • Platform
      • Technical Development
      • Product
      The product line delineates where the product fits from a manufacturing perspective and the brand name is used for marketing purposes. The attributes are necessary for tracking of product information and are used extensively in the portfolio management dashboard. The lookup list is populated with out-of-the-box sample values.
      Customer Market
      The geographical region of the customer market.
      • AsiaPac
      • EMEA
      • North America
      • South America
      • Global
      Customer Segment
      Describes the part of the new or existing customer base that the product addresses.
      • Business
      • Consumer
  5. (Optional) Complete the fields in the Estimated Costs and Revenues section.
    Demand Management
     for more information.
  6. Save and submit for approval.
Screen, Evaluate, and Develop an Idea
After you submit and approve an idea, you screen, evaluate, and develop it. After preliminary research on a submitted idea is complete using the idea approval steps, the process manager can develop the idea into a project.
Idea Screening
Although ultimately responsible for the final decision of an idea, the process manager collaborates with other stakeholders. A committee of team members reviews the idea, provides counsel, and decides the feasibility of the idea.
After an idea is submitted, the process manager reviews it and decides whether to continue to pursue the idea. If so, they launch the Idea Gate Review page. The process can involve many teams to estimate or further explore the idea. Screening culminates in a gate scoring review, where the team decides to proceed with or to kill the idea. This subprocess notifies each of the listed gatekeepers on the idea through action items. They are reminded to log in and score the idea against specific factors that are related to company goals. Once scoring is completed, the process manager makes a final decision to go, kill, or hold the idea. Define the gatekeepers when the idea is first created.
Only the ideas that pass through the Idea Gate Review page can become real projects. The Idea Gate Review page is tied to a review process that is initiated once the marketing manager submits the idea for gate scoring. An action item is sent to the process manager who acts as the decision maker for idea approval. The choices are Go or Kill.
  • If the idea is a Go, a project is automatically created and the gate score appears on the Idea Gate Review page. The gate score is automatically calculated based on the average of all gatekeeper entries.
  • All ideas with a Kill or Hold status are moved into the Idea Vault and can be resurrected later as business goals shift.
Evaluate an Idea
When an idea is submitted for approval, the process manager receives an action item to evaluate it. After this evaluation, the process manager determines whether the idea warrants further consideration or not.
Depending on your role, view and evaluate the idea from one or more of the NPD dashboards that display action items: the Idea Management Dashboard, the Portfolio Management Dashboard, and the Executive Dashboard.
Follow these steps:
  1. Log in to 
    Clarity PPM
     with the NPD Accelerator.
     If you change your default home page to a specific dashboard, the specified page appears instead of the overview page.
  2. Open the Action Items menu and click the Idea Review action item. 
  3. In the Object Links section, click the idea link in the Objects field.
  4. Review and evaluate the data. You can add additional details.
  5. Save the changes.
After completing the evaluation, the process manager continues developing the idea in the NPD process or kills it.
Prepare an Idea for Gate Scoring
  1. Open the idea properties page and click Idea Gate Review.
  2. Complete the following fields in the Gatekeepers section:
      Gatekeepers - Gate 1
      The users assigned to provide a gate score to the project. This field is optional if a resource is assigned to the Gatekeepers - All Gates selection.
      Gatekeepers - All Gates
      The users assigned to provide a gate score to the project. This field is required if more than one gate approval step exists, or if no resources are assigned to the Gatekeepers - Gate 1 selection. The gatekeepers are carried over to the project and remain gatekeepers during later stages in the process.
  3. Save the changes.
    The filter page appears.
  4. Open the New Product Development menu, and click Idea Management Dashboard.
  5. Click on the action item in the My Action Items section.
  6. Select Go from the Status drop-down list.
  7. Save the changes.
    Your action item closes and the idea is now listed in the Idea Gate Review section of the overview page of idea management dashboard. The status is Running. Additionally, creates a Gate Score action item for the gatekeepers assigned to the project.
Score an Idea
To score an idea, rate a series of factors. Each factor is assigned a number and the average is used to calculate your score and the average gate score from all gatekeepers. The values and lookups attached to these factors can be customized to suit your company needs and policies. Once you submit the scores, they cannot be edited.
Once you begin scoring, you can save to see the stoplight icon calculations assigned to each selected value.
  • Green (best)
  • Blue
  • Yellow
  • Red (worst)
Additionally, the average score displays in the Gate Score field.
Follow these steps:
  1. Open the Executive Dashboard, or the Portfolio Management Dashboard.
  2. In the Gate Review portlet, locate the project, and click the corresponding Properties icon.
  3. Complete the following fields in the Gate Factors section:
    • Strategic Fit and Importance
      • Not Aligned
      • Somewhat
      • Supports
      • Aligns Very Well
    • Product & Competitive Advantage
      • Limited
      • Modest
      • Positive
      • Significant
    • Market Attractiveness
      • Small
      • Modest
      • Significant
      • Large
    • Reward to Company
      • Poor Reward
      • Modest
      • Good
      • Excellent
    • Synergies - Leverage Core Competencies
      • No Opportunity
      • Some Opportunity
      • Considerable Opportunity
      • Excellent Opportunity
    • Technical Feasibility
      • Not Feasible
      • Limited Feasibility
      • Good Likelihood of Feasibility
      • Excellent Feasibility
  4. Save the changes. You can leave the gate scoring process and return to it at another time. The scores are saved, allowing you to change them, or continue scoring the remaining factors.
  5. Select the Scoring Complete check box.
  6. Submit the changes.
The Idea Vault page displays all of the ideas entered into the NPD Accelerator, such as the ideas converted into projects.
Define the Schedule, Budget, and Financial Plan for an Idea
Define the scheduling, budget, and financial plan information for your idea.
  1. Open the idea.
  2. Use the schedule page of idea properties to define the idea start and finish dates, to open it for time entry, and to define its charge code.
  3. Define budget information on the budget page of idea properties. The idea budget data is essential in managing and analyzing idea portfolios. Correctly defining and recording the idea planned cost and benefit information is key to accurately assessing and analyzing ideas during portfolio management.
  4. The project budget is awarded incrementally. As each stage of the project is completed, the team gains approval to commence to the next stage. This approval involves obtaining the requested budget dollars.
  5. The NPD Accelerator uses cost plans and creates a detail row with the information entered on the gate information page once the project receives approval to move on to the next gate. A cost plan exists for each project with multiple detail rows: one for each stage. Reporting can be for the current stage or for the entire project, depending on the view. All the existing views and portlets continue to use the cumulative totals for planned costs and actuals, with the planned cost increasing with each stage that the project enters.
  6. As a project manager, distribute the budget amount across the fiscal time periods, based on when the project uses the monies. A Create Cost Plan action item is automatically sent to the project manager on submitting an idea for the final gate approval.
Demand Management
 for more information on the available fields in these steps.
Fast Track an Idea
You can evaluate an idea and set it to expedite through the NPD process. You can skip the gate scoring steps and convert it to a project immediately.
Follow these steps:
  1. Complete the steps in 
    Evaluate an Idea
  2. In the 
     section, select the 
    Fast Track
     check box.
  3. Save the changes.
    The properties page appears.
  4. Open the New Product Development menu, and click Idea Management Dashboard.
  5. Click on the action item in the My Action Items section.
  6. Select Go from the Status drop-down list.
  7. Save the changes.
Your action item closes and the idea is now listed in the Idea Processes section of the overview page of idea management dashboard. The Stage is set to Idea Screen and the idea is converted to a project.
Cancel (Kill) an Idea
After evaluating a new idea, you can cancel it.
  1. Click Cancel.
  2. Open the New Product Development menu, and click Idea Management Dashboard.
  3. Click on the action item in the My Action Items section.
  4. Select Kill from the Status drop-down list.
  5. Save the changes.
Your action item closes and the idea is now listed in the Idea Processes section of the overview page of idea management dashboard. The status is Done. The idea also appears in the Idea Vault with a Kill gate decision for future resubmission for approval.