1. Getting Started

2. Getting Started Follow these easy steps to a more innovative organizationelow Invite Users Create User Groups Create Categories Record Improvements Develop Challenges

3. Step 1- Create User Groups User Groups are intended to purposefully format your company to permit or protect certain information and ideas. They organize users according to their responsibilities and optimize the innovation process, from creation to implementation. Responsibilities: Reviewing ideas Approving ideas Visualizing ideas Examples of User Groups: Company Employees Operational Management Commercial Management Operational Board Commercial Board Customers and Partners

4. Step 1- Create User Groups 1. To start Select User Groups on the left toolbar, followed by selecting Add under the User Groups bar. 2. Next, insert the name of the group you would like to create. 3. Select All Users tab to add users to the Commercial Team. 4. In this case, the Commercial Team was created to group together those directly responsible for all innovations in the Commercial department

5. Step 2- Invite Users Users are the life blood of Innovbook, and becuase of that we allow Unlimited Users. Users can vary from employees to customers, the only requirement is an email to join. We can invite users in 2 ways: Manual registration- Invite users to specific groups, 1 at a time. Importing- Invite multiple users through a CSV text file. This option is labeled Import

6. Step 2- Invite Users Next, select the appropriate User Group and Role Assignment 3rd Party- vendor, supplier, client Simply leave this space blank to register a user as 3rd party. Employee This user is limited to the Idea Manager, Idea Drafts, and Idea Collector features, but can also be included in reviewing and approving. Administrator This user has full access to the tool include adding groups, categories, users, organization settings, and more. Owner The owner has all the Administrators permissions in addition to viewing all the ideas created. Register Ideas for Others This option allow that user to register ideas for those who may not have access.

7. Step 3 Create Categories Categories are used to filter ideas based on departments, services, products and projects. By categorizing the organization we can divide responsibilities by defining specific access, permissions and group ideas. Innovbook allows you to register a category plan within levels. We suggest creating a plan with the minimum number of levels, this will make it easier for the user to create and view ideas.

8. Step 3 Create Categories The main category will act as the parent, or umbrella category in which other categories can be placed as sub-categories. You can define what users can place ideas under the category, below: Visible to Collaborators Only visible to direct users of the company, not 3rd party users. Visible to all Visible to all users, including 3rd party users. whether or not they are tied to that category. The marked field Ideas implemented represents the ability to fully develop ideas. For example, some categories are parent categories utilized for organization, and do not allow for idea to be placed in those categories.

9. Step 3 Create Categories When registering a category, you will define the following responsibilities: Reviewer- This individual will filter all ideas, gather feedback, archive ideas for later appraisal and can send ideas for approval. An optional Reviewer Group will have same access. Approver- This individual has similar acces with ability to approve ideas and select the implementor. Viewer Group- This is a User Group who will able to view existing ideas within that category. In many situations the Reviewer and Approver is the same individual in order to expedite the evaluation process. The main approver and reviewer must be a member in the assigned group.

10. Step 4 Record Improvements In this section, you can define the benefits and improvements this idea will focus on. In this case there are examples of the many benefits an idea can possess, such as: Cost Reduction Process Improvement Customer Service Improvement Increased Revenue These expected benefits will be associated with the idea upon registration.

11. Step 5 Develop Challenges Some of the challenges below can be registered to encourage people to create ideas: Reduction of costs and waste What actions can be taken to reduce costs and waste Innovative products and services Which innovative products and/or services can we develop or offer to our clients. A specific category can be set, as well as a time frame to expedite results. If multiple challenges are running in parallel, a specific priority can be determined.

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