The Key

Process Narrative
 
Created: 02/23/2009
Last Modified: 03/10/2009




Document Preferences 
  View Optimized
  Portrait View
  Include People
  Show Link Info
  Expand / Collapse

Table of Contents

   1.0   Use Cases - Hopper Tool
1.1   Hopper Manager
1.2   Hopper Needs Assessor
1.3   Competition Manager
1.4   Need
1.5   Create a need
1.6   Manage Need
1.7   Discuss a need
1.8   Assess Need
1.9   Is need viable?
1.10   Archive a need
1.11   Remove a need
1.12   Create a comeptition
1.13   End Need
1.14   Comepetition
   2.0   Use Cases - Competition Module
2.1   Competition Manager
2.2   Innovator
2.3   Competition Assessor
2.4   Competition Lead Assessor
2.5   Need
2.6   Create a competition
2.7   Manage a competition
2.8   Assign a contract
2.9   Manage contracts
2.10   Assign a panel
2.11   Manage panel members
2.12   Competition
2.13   Competition
2.14   Find an active competition
2.15   View an active competition
2.16   Create a competition response
2.17   Save a competition response
2.18   Submit a competition response
2.19   Response to ITT
2.20   Response to ITT
2.21   Review a competition submission
2.22   Submit a score
2.23   Submit a final score
2.24   Award a contract
2.25   Project
   3.0   Use Cases - Scorecard
3.1   Innovator
3.2   Scorecard Screener
3.3   Scorecard Operations Manager
3.4   Scorecard Reviewer
3.5   Idea
3.6   Create a scorecard
3.7   Review a scorecard (innovator)
3.8   Self-assess a scorecard
3.9   Submit a scorecard
3.10   Scorecard
3.11   Scorecard
3.12   Assign a screener
3.13   Assess Scorecard
3.14   Provide additional scorecard information
3.15   Review an assessment
3.16   Accept assessment
3.17   Assessment decision
3.18   End scorecard
3.19   Assign a reviewer
3.20   Notify innovator
3.21   Accept assignment
3.22   Accept assignment
3.23   Assess scorecard (DDD)
3.24   Review an assessment (DDD)
3.25   Accept assessment
3.26   Assessment Decision
3.27   End scorecard
3.28   Award contract
3.29   Project
   4.0   Use Cases - Portfolio Manager
4.1   Programme Manager
4.2   Project Manager
4.3   Contract
4.4   Create organisational goals
4.5   Manage organisational goals
4.6   Create a project
4.7   Project
4.8   Project
4.9   Manage a project
4.10   Create a report
4.11   Report status
4.12   Evaluate Project
4.13   Does project meet organisational goals?
4.14   Is project still feasible?
4.15   Has the project been completed?
4.16   Terminate Project
4.17   End project
4.18   Close Project
4.19   Innovation
   5.0   Use Cases - Innovation Showcase
5.1   Content Editor
5.2   Public User
5.3   Innovation
5.4   Create a showcase
5.5   Manage showcase
5.6   Manage showcase content
5.7   Manage showcase associations
5.8   Assign diffusion centres
5.9   Manage diffusion centres
5.10   Showcase
5.11   Showcase
5.12   Find a showcase
5.13   View a showcase
5.14   Discuss a showcase
5.15   Share a showcase
5.16   Diffusion


1.0  
Use Cases - Hopper Tool Process Narrative

Use Cases - Hopper Tool
Description An application that facilitates the identification, prioritisation and progression of needs. This includes a need creation tool, an interactive discussion board focussed on concept viability and an information association manager.
Use Cases - Hopper Tool

1.1   Hopper Manager 

Manages need within the hopper


1.2   Hopper Needs Assessor 

Assesses and prioritises need within the hopper


1.3   Competition Manager 

Manages all competitions. Sets up assessment panels and awards contracts.


1.4   Need 

1.5   Create a need 

The first step in the need lifecycle is need creation. Needs can come from a variety of sources, but they are normalised on creation.

Linked Resources

Name Description Type
Create a need [hyperlink]  Create a need process flow Hyperlink

Nested Activities

Name Description Type
Create a discussion Activity


1.6   Manage Need 

Nested Activities

Name Description Type
Edit a need Activity
Find a need Activity
View a need Activity


1.7   Discuss a need 

A need creates a discussion as part of the create a need process. Dependant on need status (determined by the start and end date), needs assessors can dicuss this need by use of a discussion board.

Nested Activities

Name Description Type
Find a discussion Activity
Post a comment Activity
View a discussion Activity


1.8   Assess Need 

It is also up to the assessors to prioritise the need. They do so by rating the need for importance and feasibility. This aggregated score forms the priority.

Linked Resources

Name Description Type
Assess a need [hyperlink]  Wireframe for needs assessment Hyperlink


1.9   Is need viable? 

Once needs have been prioritised a decision on vability is undertaken by the hopper manager

Incoming Links

Name Description Link Label
Assess Need It is also up to the assessors to prioritise the need. They do so by rating the need for importance and feasibility. This aggregated score forms the priority.

Outgoing Links

Name Description Decision
Remove a need Needs that are low priority can be removed from the hopper No
Archive a need Where there is an difference of opinion, needs are archived. They can be reactivated for discussion and prioritisation at a later date. Indifferent
Create a comeptition Needs that are of a high priority can be progressed to a competition and managed in the coompetition manager Yes


1.10   Archive a need 

Where there is an difference of opinion, needs are archived. They can be reactivated for discussion and prioritisation at a later date.

Linked Resources

Name Description Type
Archive a need [hyperlink]  Process flow for archiving a need Hyperlink


1.11   Remove a need 

Needs that are low priority can be removed from the hopper

Linked Resources

Name Description Type
Remove a need [hyperlink]  Process flow for removing a need Hyperlink


1.12   Create a comeptition 

Needs that are of a high priority can be progressed to a competition and managed in the coompetition manager

Linked Resources

Name Description Type
Create a competition (from a need) [hyperlink]  Process flow for creating a competition from need Hyperlink


1.13   End Need 

1.14   Comepetition 



2.0  
Use Cases - Competition Module Process Narrative

Use Cases - Competition Module
Use Cases - Competition Module

2.1   Competition Manager 

Manages all competitions. Sets up assessment panels and awards contracts.


2.2   Innovator 

Extends Public User

Linked Resources

Name Description Type
Public User Any member of the public Role


2.3   Competition Assessor 

Assesses competition submissions from innovators


2.4   Competition Lead Assessor 

Final assessor / decision maker for competition submissions.


2.5   Need 

2.6   Create a competition 

The initial step is to create a competition. A competition can be created from a need or independently

Linked Resources

Name Description Type
Create a competition process flow for creating a competition Hyperlink


2.7   Manage a competition 

Once created, a competition can be edited. They can also be deactivated or extended

Nested Activities

Name Description Type
Edit a competition Activity
View a competition Activity


2.8   Assign a contract 

Competitions have contracts associated with them. After setting up a competition, the manager can associate contracts to stimulate response.

Linked Resources

Name Description Type
Assign a contract [hyperlink]  process flow for assigning a contract Hyperlink


2.9   Manage contracts 

Contracts can be added and removed at any stage in the competition, as long as they have not been awarded

Nested Activities

Name Description Type
Create a contract Activity
Remove a contract Activity


2.10   Assign a panel 

The final step setting up a competition is assigning the assesement panel. Part of this process includes appointing a lead assessor.

Linked Resources

Name Description Type
Assign a panel [hyperlink]  Process flow for assigning a panel Hyperlink


2.11   Manage panel members 

Panel members can be added or removed at any time in a competition, as long as they have not made an assessment.

Nested Activities

Name Description Type
Add a panel member Activity
Remove a panel member Activity


2.12   Competition 

2.13   Competition 

Linked Resources

Name Description Type
Manage a competition Once created, a competition can be edited. They can also be deactivated or extended Multi Activity


2.14   Find an active competition 

The innovator can search for active competitions that are relevant to his field or sector

Linked Resources

Name Description Type
Find an active competition [hyperlink]  Wireframe for finding an active competition Hyperlink


2.15   View an active competition 

Innovators can also view the context by which that competition was created, the competition description and associated documents

Linked Resources

Name Description Type
View an active competition [hyperlink]  Wireframe for viewing an active competition Hyperlink


2.16   Create a competition response 

The innovator follows a step process to compeition response. Initially this involves submitting background information with the final steps including the upload of their response to ITT.

Linked Resources

Name Description Type
Create a challenge response [hyperlink]  Wireframe for creating a challenge response Hyperlink


2.17   Save a competition response 

Submissions can be saved, edited and reviewed before submission

Linked Resources

Name Description Type
Save a competition response [hyperlink]  Wireframe for saving a competition response Hyperlink


2.18   Submit a competition response 

Once the innovator has completed his response to ITT, he can submit it for review.

Linked Resources

Name Description Type
Submit a competition response [hyperlink]  Wireframe for submitting a competition response Hyperlink


2.19   Response to ITT 

2.20   Response to ITT 

2.21   Review a competition submission 

The response is reviewed by all members of the assessment panel on an individual basis

Linked Resources

Name Description Type
Review a competition submission [hyperlink]  Process flow for reviewing a competition submission Hyperlink


2.22   Submit a score 

The assessor is also tasked with leaving an overall score, recommendation and comments for the lead assessor

Linked Resources

Name Description Type
Submit a score [hyperlink]  process flow for submitting a score Hyperlink


2.23   Submit a final score 

The lead assessor then makes a final assessment based on the panel reviews and subjects a final decision

Linked Resources

Name Description Type
Submit a final score [hyperlink]  process flow for final score submission Hyperlink


2.24   Award a contract 

Based on a positive outcome, the competition manager can then award a contract and forward to the Portfolio Manager

Linked Resources

Name Description Type
Award a contract [hyperlink]  Process flow for awarding a contract Hyperlink


2.25   Project 



3.0  
Use Cases - Scorecard Process Narrative

Use Cases - Scorecard
Use Cases - Scorecard

3.1   Innovator 

Extends Public User

Linked Resources

Name Description Type
Public User Any member of the public Role


3.2   Scorecard Screener 

Screens and processes scorecard applications


3.3   Scorecard Operations Manager 

Scorecard operations manager


3.4   Scorecard Reviewer 

Marks and evaluates scorecards


3.5   Idea 

3.6   Create a scorecard 

The innovator creates a scorecard by responding to an extensive set of qualification questions.

Linked Resources

Name Description Type
Create a scorecard [hyperlink]  Process flow for creating a scorecard Hyperlink


3.7   Review a scorecard (innovator) 

The innovator can save an review a scorecard before submission.

Linked Resources

Name Description Type
Review a scorecard (innovator) [hyperlink]  Hyperlink


3.8   Self-assess a scorecard 

Saving a scorecard can provide the ability to have a scorecard self assessed i.e the system gives an automatic score based on objective criteria.

Linked Resources

Name Description Type
Self-access a scorecard [hyperlink]  Process for self assessing a scorecard Hyperlink


3.9   Submit a scorecard 

Once a scocecard has been completed, the innovator can submit it for assessment

Linked Resources

Name Description Type
Submit a scorecard [hyperlink]  Process for submitting a scorecard Hyperlink


3.10   Scorecard 

3.11   Scorecard 

3.12   Assign a screener 

On submission of a scorecard, the operations managed assigns a screen to carry out the initial screening. Although not included in this schematic, it must be noted that a screener can self assign under certain conditions.

Linked Resources

Name Description Type
Assign a screener [hyperlink]  Process flow for assigning a screener Hyperlink
Process reasignment [hyperlink]  Process flow for reassigning a screener Hyperlink


3.13   Assess Scorecard 

A screener then assesses the scorecard. A screener can also request additional information from an innovator during this process. They can also request that the scorecard be reassigned should they feel that the are not qualified to screen the submission.

Linked Resources

Name Description Type
Request reassignment [hyperlink]  Process flow for requesting reassignment as a screen Hyperlink
Screen scorecard [hyperlink]  Process flow for screening a scorecard Hyperlink

Nested Activities

Name Description Type
Request additional information Activity
Request reassignment Activity


3.14   Provide additional scorecard information 

Innovators may be asked to provide additional information about their idea. They do this by providing the screener with further documentation.

Linked Resources

Name Description Type
Edit an alert [hyperlink]  Process for editing an alert Hyperlink

Nested Activities

Name Description Type
Delete document Activity
Edit an alert Activity
Upload document Activity
View an alert Activity


3.15   Review an assessment 

Once a scorecard has been assessed, it is up to the operations manager to accept or reject the assessment.

Linked Resources

Name Description Type
Review an assessment [hyperlink]  process flow for reviewing and deciding upon assessment Hyperlink


3.16   Accept assessment 

The connectors best describe the outcomes from the review

Incoming Links

Name Description Link Label
Review an assessment Once a scorecard has been assessed, it is up to the operations manager to accept or reject the assessment.

Outgoing Links

Name Description Decision
Assess Scorecard A screener then assesses the scorecard. A screener can also request additional information from an innovator during this process. They can also request that the scorecard be reassigned should they feel that the are not qualified to screen the submission.
Assessment decision Should the screening be accepted, there are 2 outcomes that can be carried forward
Assign a screener On submission of a scorecard, the operations managed assigns a screen to carry out the initial screening. Although not included in this schematic, it must be noted that a screener can self assign under certain conditions. Reject and reasign


3.17   Assessment decision 

Should the screening be accepted, there are 2 outcomes that can be carried forward

Incoming Links

Name Description Link Label
Accept assessment The connectors best describe the outcomes from the review

Outgoing Links

Name Description Decision
Assign a reviewer A scorecard can be recommended for deeper due dillegence. Should this be actioned, then the operations manager must assign a reviewer who will carry this out.
End scorecard NFA


3.18   End scorecard 

3.19   Assign a reviewer 

A scorecard can be recommended for deeper due dillegence. Should this be actioned, then the operations manager must assign a reviewer who will carry this out.

Linked Resources

Name Description Type
Assign a reviewer [hyperlink]  Wireframe for assigning a reviewer Hyperlink


3.20   Notify innovator 

Before deeper due dilligence can commence, it is up to the screener to inform the innovator that this is the intended action.

Linked Resources

Name Description Type
Email an innovator [hyperlink]  Process for emailing an innovator Hyperlink


3.21   Accept assignment 

The screener has an option to accept or reject a scorecard assignment. If they reject, then it is returned to the operations manager for reassignment.

Incoming Links

Name Description Link Label
Assign a screener On submission of a scorecard, the operations managed assigns a screen to carry out the initial screening. Although not included in this schematic, it must be noted that a screener can self assign under certain conditions.

Outgoing Links

Name Description Decision
Assess Scorecard A screener then assesses the scorecard. A screener can also request additional information from an innovator during this process. They can also request that the scorecard be reassigned should they feel that the are not qualified to screen the submission.
Assign a screener On submission of a scorecard, the operations managed assigns a screen to carry out the initial screening. Although not included in this schematic, it must be noted that a screener can self assign under certain conditions.


3.22   Accept assignment 

Incoming Links

Name Description Link Label
Notify innovator Before deeper due dilligence can commence, it is up to the screener to inform the innovator that this is the intended action.

Outgoing Links

Name Description Decision
Assign a reviewer A scorecard can be recommended for deeper due dillegence. Should this be actioned, then the operations manager must assign a reviewer who will carry this out.
Assess scorecard (DDD) The review will then carry our deeper due dilligence and provide an assessment


3.23   Assess scorecard (DDD) 

The review will then carry our deeper due dilligence and provide an assessment

Linked Resources

Name Description Type
Review a scorecard (DDD) [hyperlink]  Process flow for reviewing a scorecard (DDD) Hyperlink


3.24   Review an assessment (DDD) 

This assessment is again reviewed by the operations manager

Linked Resources

Name Description Type
Review an assessment (DDD) [hyperlink]  Process flow for reviewing an assessment Hyperlink


3.25   Accept assessment 

The operations manager then makes the decision as to whether to accept or reject this assessment

Incoming Links

Name Description Link Label
Review an assessment (DDD) This assessment is again reviewed by the operations manager

Outgoing Links

Name Description Decision
Assessment Decision
Assess scorecard (DDD) The review will then carry our deeper due dilligence and provide an assessment Request reassessment
Assign a reviewer A scorecard can be recommended for deeper due dillegence. Should this be actioned, then the operations manager must assign a reviewer who will carry this out. Reject and reasign


3.26   Assessment Decision 

Incoming Links

Name Description Link Label
Accept assessment The operations manager then makes the decision as to whether to accept or reject this assessment

Outgoing Links

Name Description Decision
End scorecard NFA
Award contract Successful scorecards can then be awared a contract and forwarded to the Portfolio Manager Contract


3.27   End scorecard 

3.28   Award contract 

Successful scorecards can then be awared a contract and forwarded to the Portfolio Manager

Linked Resources

Name Description Type
Award contract [hyperlink]  process flow for awarding a contract Hyperlink


3.29   Project 



4.0  
Use Cases - Portfolio Manager Process Narrative

Use Cases - Portfolio Manager
Use Cases - Portfolio Manager

4.1   Programme Manager 

The Project Support Executive


4.2   Project Manager 

The project owner


4.3   Contract 

4.4   Create organisational goals 

The programme manager will initially set out the project goals and objectives by which projects are evaluated

Linked Resources

Name Description Type
Creating organisation goals [hyperlink]  Wireframe for creating organisational goals Hyperlink


4.5   Manage organisational goals 

Goals and objectives can be changed at any time. It must be noted that goals and objectves apply across all projects.

Linked Resources

Name Description Type
Managing organisational goals [hyperlink]  Wireframe for managing organisational goals Hyperlink

Nested Activities

Name Description Type
Assign an objective Activity
Edit an organisational goal Activity
Find an organisational goal Activity
Remove an objective Activity
Remove an organisational goal Activity
View an organisational goal Activity


4.6   Create a project 

It is also the programme managers to setup new projects and appoint a project owner (project manager)

Linked Resources

Name Description Type
Create a project [hyperlink]  process flow for creating a project Hyperlink


4.7   Project 

4.8   Project 

4.9   Manage a project 

The project manager is responsible for managing all aspects of projects they are assigned. This includes managing tasks, risks, issues and setting up project meetings

Linked Resources

Name Description Type
Find a project [hyperlink]  process flow for finding a project Hyperlink

Nested Activities

Name Description Type
Manage issues Multi Activity
Manage risk Multi Activity
Manage tasks Multi Activity
Setup a meeting Activity


4.10   Create a report 

Projects manager can generate extensive reports on any of their projects

Linked Resources

Name Description Type
Create report [hyperlink]  Wireframe for creating a report Hyperlink


4.11   Report status 

The project manager is expected to report the status of the project on a monthly basis.

Linked Resources

Name Description Type
Report status [hyperlink]  Process flow for reporting status Hyperlink