Unisys Innovation Workshops Innovation Opportunity Identification, Categorization, Prioritization, Profiling and Roadmapping
SME Awareness Training
February 2013
Nicholas D. Evans
VP & GM, CTO Office
Strategic Innovation Program Lead
© 2012 Unisys Corporation. All rights reserved. 2
Agenda
Innovation Workshop SME Awareness Training
• Purpose of this Course
• Innovation Workshop Positioning & Objectives
• Innovation Workshop Governance & Coordination
• Innovation Workshop Approach Overview
• Introduction to FacilitatePro
© 2012 Unisys Corporation. All rights reserved. 3
Purpose of this Course
Innovation Workshop SME Awareness Training
• PRE-REQUISITES: None
• TARGET AUDIENCE: Employees (non-facilitators) who will be attending formal Strategic Deal Support Innovation Workshops as SME contributors both internally and for clients
• COURSE DESCRIPTION: This on-demand training serves as an overview of the goals and objectives of innovation workshops, their governance and coordination, the steps in the Innovation Workshop methodology, and the tools utilized to capture, review and prioritize ideas generated during the session.
• LEARNING OBJECTIVES:
1. Identify the benefits of conducting an Innovation Workshop for clients
2. Learn how Innovation Workshops are governed and coordinated
3. Learn the steps in the Innovation Workshop methodology and the tools utilized
• COURSE DURATION: 45 minutes
© 2012 Unisys Corporation. All rights reserved. 4
Innovation Workshop Positioning & Objectives
© 2012 Unisys Corporation. All rights reserved. 5
Emerging Practices of Innovation Programs
Key findings:
• Innovation growing as an organizational “Top Priority” (last year 10%, this year 15%, next year 22%)
• Over 60% felt their organizations were “Average” to “Struggling” related to “innovation portfolio management” and nearly 80% were “Average” to “Struggling” related to “external innovation” as opposed to “World-Class”
• 51% adopt “lead innovator” primary innovation strategies as opposed to 23% “fast follower”, 16% “cost minimizer”, and 7% “quality optimizer”
• Approximately equal 1/3 split between innovation management housed within R&D (29%), within the business (32%), or a hybrid model (32%)
Innovation programs are maturing and continuously adapting to market demands
Year-over-year, innovation has been growing as an organizational “Top Priority” among CEOs. Innovation Workshops are our corporate-wide approach to supporting our clients with “continuous innovation”
A few years ago, the Research and Technology Executive Council (a council of the Corporate Executive Board) and Unisys deployed a global survey on emerging strategies for innovation
RTEC & Unisys Innovation & Emerging
Technology Trends Survey
© 2012 Unisys Corporation. All rights reserved. 6
Open Innovation Community Innovation Management & Infrastructure
Unisys Innovation Community
Client Innovation Offerings
Innovation Management & Metrics via Framework,
Database and Dashboard
Continuous Innovation approach for clients to support proposals and engagements via Briefings, Workshops, Research, Proposal Templates and Executive Centers
for Innovation
Extended “Open” Innovation via Strategic Alliance Partner R&D Program and Innovation
Consortia
Unisys Culture of Innovation via Innovation Communities, Scouts & Brokers, Innovation Portal, Awards & Events, and Innovation Communications
Our Strategic Innovation Program takes an integrated and holistic approach to managing innovation and is tightly integrated with the Unisys portfolio “Areas of Strength”
Unisys Strategic Innovation Program Innovation Workshops originated from our Strategic Innovation Program… a strategic
resource allowing us to help our clients meet their business objectives
© 2012 Unisys Corporation. All rights reserved. 7
Clients are increasingly talking about and demanding “innovation” in the delivery of IT services. These requests for “innovation” are either explicitly embedded within requests for proposals (often loosely defined) or they are expected as a value-added service above and beyond what is requested within the contract.
In either case, clients are increasingly calling for “innovation” from their service providers and the topic and actual delivery of innovation is gaining increasing importance as a differentiator…
The Strategic Innovation Program supports account teams via a programmatic “continuous innovation”
approach to proposals and engagements that can be uniquely tailored for each client
• Vendor to provide insight in the existing internal corporate innovation programs.
• Vendor to explain its operating model for cooperative innovation; how will customer and vendor work together with continuous focus on innovation.
• Vendor to provide insight in how [client] will be connected with the innovation centers of the vendor.
• Vendor to provide us with insight how [client] could reduce costs by leveraging on before mentioned innovation capabilities.
Source: Unisys GMS client RFP
Unisys Strategic Innovation Program Our Clients Needs Around Innovation…
© 2012 Unisys Corporation. All rights reserved. 8
Strategic Deal Support helps enable a “win-rate force multiplier” by bringing innovation, competitive
analysis, and deal-based marketing to strategic-deal opportunities
Innovation Workshops
• What are our client’s innovation objectives?
• What innovation can Unisys and our partners bring to the
opportunity?
• How can we further differentiate ourselves?
• What Area of Strength solutions would be
beneficial?
• What Disruptive IT Trends would be beneficial?
• How can we bring more innovation to an existing
account?
• How can we leverage innovation for new logos?
Deal Based Marketing (DBM)
• What is the nature of our relationship with the client?
• What is our unique value proposition?
• Can we influence the client and/or sourcing
advisors?
Black Hat
• What are our competitors’ strategies?
• How can we neutralize our competitor’s strategies and
messages
• What are our win themes?
Strategic Deal Support Our Approach for Continuous Innovation with Clients
© 2012 Unisys Corporation. All rights reserved. 9
Innovation Workshops
• Innovation Workshops are internal or client-facing workshops that can be “light”, “standard” or
“extreme” in terms of virtual, 1-day in-person, or 2-day in-person sessions like the Black Hats.
Innovation Workshop (Offering Familiarization)
Innovation Workshop (Client-Facing)
Innovation Workshop (Account-Based)
Innovation Workshop (Deal-Based)
Innovation Workshop (Portfolio)
Innovation Proposal Materials
• Proposal boilerplate available for embedding a “continuous innovation” approach on
engagements, including Unisys Innovation Workshops.
• Our proposal materials can be used to provide an overview of the innovation approach at
Unisys and our approach for "continuous innovation" throughout the client delivery lifecycle
Innovation Workshops focus on innovation opportunity identification, categorization, prioritization and then the development of high-level business cases and implementation roadmaps
Unisys Innovation Workshops Types of Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 10
Innovation Workshop (Offering Familiarization)
• Offering familiarization helps account teams become more
familiar with our present-day Unisys portfolio and capabilities
prior to conducting our standard Innovation Workshops.
Innovation Workshop (Client-Facing)
• Client-facing workshops are typically performed for one or
more of the following objectives:
New prospects for consultative selling related to the
Disruptive Trends
Existing accounts at any time for performance
improvement, to help infuse additional innovation,
and to enhance the customer relationship.
Contractually 2-to-4 times per year as part of our
“continuous innovation” approach within proposals
As part of the Continual Service Improvement and
Innovation Program (CSIIP) program
Disruptive Trends (Cloud, Mobility etc.)
Unisys Project Engagement Topics
Portfolio Topics (AMPS etc.)
New Business and follow-on Opportunities
Performance Improvement
Continual Innovation (CSIIP)
Customer Relationship
Focus & Objectives
Innovation Workshops can help with our road to revenue with new and existing accounts as an initial door opener and opportunity to consult with our clients in a highly collaborative setting
Unisys Innovation Workshops Types of Innovation Workshops
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Account-Based
Portfolio-Based
Deal-Based
RFI/RFP Re-compete Initiation | Mid-Term | Close
AMOS
DCTO
EUOSS
Account-Based Planning Processes
Federal TCIS GMS
Account-Based – Identifies
business needs and innovation
opportunities within an
account, brainstorms Unisys
solutions and services to meet
these needs, and to enhance the
customer relationship.
Deal-Based – Assists with
specific client opportunity or
engagement. Typically
performed at RFI/RFP stage,
mid-term during a contact for
performance improvement, or
ahead of re-competes.
Portfolio-Based – Develops
innovations and discriminators in
the marketplace for the Unisys
Portfolio/Areas of Strength. Client-Facing & Partners Internal & Partners
The workshop methodology supports a wide-range of objectives from account-based sessions to deal-based, and portfolio-based sessions and can be uniquely tailored via the Key Focus Areas
Unisys Innovation Workshops Types of Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 12
Innovation Workshop Governance & Coordination
© 2012 Unisys Corporation. All rights reserved. 13
Strategic Deal Support Responsibilities
• Workshop Planning and Coordination
– Work with Account and Pursuit Leads to identify Workshop
timeframe and notifies BU or Theater IW Coordinator
– Orchestrate Quarterly Meetings with IW Coordinators
– Review pipeline with Sales Executives on a quarterly basis
• Workshop Training and Facilitator Community
– Trains Facilitators (UU Course 023820)
– Offshore team assists with compiling Outbriefs as requested
– Receive all completed IW Outbriefs from Coordinators or
Facilitators and maintains IW Facilitator Community portal
Unisys Innovation Workshops Governance & Business Unit Coordination
Strategic Deal Support works with Sales Executives to Identify Priority Deals and Accounts for Innovation Workshops (IW) on a Quarterly basis. They can also be requested at CBP sessions and Black Hats.
© 2012 Unisys Corporation. All rights reserved. 14
BU Innovation Workshop Coordinator Responsibilities
• Each IW Coordinator maintains list of trained facilitators and solution
SMEs
• IW Coordinator assigns facilitator to Deal or Account
Innovation Workshop Facilitator Responsibilities
• Facilitator works with Account or Deal Lead to plan IW, determine
logistics, attendees and key focus areas, and distributes formal
agendas using the IW methodology, tools and templates
• Facilitator facilitates IW using formal IW methodology and FacilitatePro
software
• Facilitator creates and provides formal IW outbrief in PowerPoint to
SDS team after completion
• Facilitator may request assistance from CTO Strategic Deal Team
Offshore team
Unisys Innovation Workshops Governance & Business Unit Coordination
Business Unit Innovation Workshop Coordinators maintain a list of trained facilitators and SMEs and assign them to workshops. They also specify new training requirements to maintain their pool.
© 2012 Unisys Corporation. All rights reserved. 15
Facilitator Requirements
• Facilitators responsible for planning
workshops, conducting workshops, and
preparing outbriefs including the PowerPoint
summary report
• Innovation Workshop title for sessions to be
reserved only for formal IWs using the full
methodology and tools for account-based,
deal-based or portfolio-based sessions
• Innovation Workshops should utilize the
formal planning templates, agendas,
participant guides and other materials
provided as part of the IW Facilitator Packet
• Full roles and responsibilities available via the
Innovation Workshop Facilitator Training
Unisys Innovation Workshops Innovation Workshop Facilitator Requirements & Assumptions
Innovation Workshop Facilitators are responsible for the full workshop lifecycle from initial planning, to actual conduct of the workshop, to client deliverables and ultimate tracking of outcomes
Strategic Role of
Facilitators
Workshop Planning
Conduct of Workshop
Client Deliverables
Tracking Strategic
Outcomes
© 2012 Unisys Corporation. All rights reserved. 16
Facilitator Assumptions
• Estimate 60 sessions per year, with 20 per
Business Unit (stretch goal)
• Two facilitators per session with one having
completed prior training and having led prior
workshop. Co-facilitator can be on the job
trainee, but must have attended training
• Program uses five level accreditation scheme
based on training, experience and session
feedback
• Approx. 20 trained facilitators per BU means
each facilitator averages 2 sessions per year
Unisys Innovation Workshops Innovation Workshop Facilitator Requirements & Assumptions
Number of trained facilitators will be restricted to 24 per BU for quality control and to ensure trained
facilitators get enough experience with the sessions
• Facilitators per Session 2
• Level Accreditation Scheme
5
• Facilitators per Business Unit ~20
© 2012 Unisys Corporation. All rights reserved. 17
Unisys Innovation Workshops Key Resources
Innovation Workshop Facilitators Community
Official community for sharing best practices,
maintaining our list of BU coordinators and trained
facilitators, and our official workshop materials
Home Page: http://communities.unisys.com/sites/innovationworkshops/default.aspx
List of Trained Facilitators: Link
Document Library: Link
The portal contains the Innovation Workshop Facilitator Packet (pre-workshop planning and post-workshop deliverables), Sample Deliverables and Case Studies
It is also a repository for Pre-configured Workshop Templates (e.g. Cloud, Mobile, Social) and completed deliverable Outbriefs
The Innovation Workshop Facilitators Community is a our official community for sharing of best practices, tools & templates, deliverables and case studies
FacilitatePro is our official software for conducting the group decision support during the Workshop
© 2012 Unisys Corporation. All rights reserved. 18
Innovation Workshop Approach Overview
© 2012 Unisys Corporation. All rights reserved. 19
Unisys Innovation Workshops Overview
Innovation Workshops
• Typical structure:
– Typically 1- or 2-day sessions attended by Unisys, clients and partners
– Trained facilitators use the Unisys Innovation Workshop methodology and tools
• Focused on business, process and technology
innovation needs and opportunities: – Brainstorm innovative ideas that are part of a
“continuous innovation” approach with a solid knowledge of the organization’s baseline
• Leverage group decision support tools such as FacilitatePro:
– Supports the first three steps of opportunity identification, categorization and prioritization
Innovation workshops focus on innovation opportunity identification, categorization, prioritization and development of high-level business cases and roadmaps
Innovation Workshops provide an event-based opportunity to brainstorm innovative ideas to specific business issues and opportunities and to augment ongoing enterprise innovation processes
© 2012 Unisys Corporation. All rights reserved. 20
Innovation
Capability
(Tools, Methods, Processes)
Innovation Execution
(Implementation)
Innovation Innovation
Strategy Implementation
Capability
Assessment What is my current innovation
maturity?
How can I innovate more
effectively?
What are the appropriate tools
and methods?
Capability Implementation
Help me implement appropriate tools and methods
Help me measure and continuously improve
Market Opportunity Implementation
Help me implement identified innovation opportunities
Market Opportunity
Assessment Help me identify innovation
opportunities?
Help me construct a roadmap
based on timing and impact
Innovation
Capability
Building
Driving Disruptive
Commercial Wins
I.
II.
We have several options for Innovation Workshops ranging from aiding clients with innovation capability building to identifying opportunities and driving disruptive commercial wins in their markets.
Types of Innovation Workshops
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 21
Innovation Workshop Process Flow (Virtual, 1-Day or 2-Day)
List of
innovation
opportunities
Categorized
list of
innovation
opportunities
Project Prioritization Matrix
(Cost/Benefit Matrix)
Business Impact vs. Innovation Maturity
Opportunity
Profile
Implementation Roadmap
(Product Roadmap)
(Technology Roadmap)
Day 1
Full Group
Day 2
Breakouts / Full Group
Group Decision Support Software (GDSS)
Categorized by functional swim-lanes
Mini-business case including description,
value proposition, recommendation etc.
Full Project Prioritization (completed either during initial prioritization phase or after profiling phase)
Typically 6-10 key criteria with weighting factors
O
utp
uts
T
ools
P
rocess
Identification Categorization Prioritization Profiling Roadmapping
The Innovation Workshop methodology enables us to go well beyond capturing ideas, and take these ideas all the way through discussion and prioritization with our client, to an actionable roadmap
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 22
• Opportunity Identification: Identify innovation opportunities for a specific
account. The FacilitatePro web-based tool provides electronic capture of
ideas with exportable results and covers the first three process steps.
• Opportunity Categorization: Discuss the identified opportunities by
reviewing the electronic whiteboard of ideas and hearing the elevator
pitches related to each idea, and then categorize ideas by key focus area.
• Opportunity Prioritization: Further classify the innovation opportunities by
way of group voting so that we gain a sense of their financial value, strategic
fit, time /cost to implement/maintain, and project risk/complexity.
• Opportunity Profiling: Complete high-level opportunity profiles for each
innovation opportunity to better understand their business value (including
more quantitative assessment of ROI impact and overall benefits) and
suitable timing in terms of implementation.
• Opportunity Roadmapping: Determine how these innovations can be
more effectively built into a future state architecture and roadmap for the
client and/or the proposal. Includes follow-on activities post-workshop.
Key Process Steps
A 1-day Innovation Workshop typically requires 4-6 hours and covers the first three process steps. 2-day workshops add the opportunity profiling and roadmapping steps.
Identification
Categorization
Prioritization
Profiling
Roadmapping
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 23
Resource Typical
Number
Comments
Unisys Team Members Typically 6 to 10 Unisys attendees in total.
Lead Facilitator 1 Lead facilitator has completed IW training and conducted IWs in the past.
Co-Facilitator 1 Co-Facilitator typically drives the FaciilitatePro software and has completed IW
training. This role provides real-life experience prior to leading a future IW.
Account Team Members 1-2 Typically comprised of Client Account Executive, Project Manager and/or Lead
Architect.
SMEs 3-6 Unisys subject matter experts in the Key Focus Areas for the workshop as
agreed with the client ahead of the workshop.
Client Participants Typically 6 to 15 client attendees in total.
Innovation Workshop
Stakeholders
1-2 Typically CIO, CTO, VP, Strategic Technology Planning, VP, Innovation, VP
Emerging Technology or stakeholder for specific workshop focus area.
Workshop Innovation
Decision Makers
2-4 Key decision makers in areas for specific workshop and resulting
recommendations.
Innovation Workshop
SMEs
3-9 Technology and functional content experts in the Key Focus Areas for the workshop as agreed with the client ahead of the workshop.
Roles & Responsibilities
The ideal size for Innovation Workshops is 10-25 participants due to the collaborative, brainstorming nature of the session format. Groups larger than 25 typically require a different approach.
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 24
Time Topic Description
9:00am Introductions, Plan and Goals for
the Workshop
• Introductions • Overview of Innovation Workshop approach and target outcomes
9:30 am JC Penney Background &
Innovation Needs
• Review As-Is Situation and Pain Points/Opportunities
10:00 am Opportunity Identification &
Categorization Session
• Group brainstorming using FacilitatePro web-based tool to capture and categorize innovation opportunities for JC Penney
• Discussion and categorization of ideas generated
12:00 pm Lunch Break
1:00 pm Opportunity Identification &
Categorization Session
(continued)
• Discussion and categorization of ideas generated
2:30 pm Opportunity Prioritization • Group prioritization (voting) using FacilitatePro web-based tool and key screening criteria
• Initial mapping of opportunities for JC Penney against business impact and ease of implementation (or other suitable evaluation criteria as defined)
3:30 pm Wrap Up – Next Steps • Review of voting results
• Discussion of next steps in terms of post-workshop activities
Sample Workshop Agenda (Mobility example)
Unisys Innovation Workshops
The typical Innovation Workshop requires an hour for background context, half-an-hour for idea submission, two-to-three hours for group discussion/elevator pitches, and an hour for voting
© 2012 Unisys Corporation. All rights reserved. 25
• JC Penney would like to explore opportunities to utilize Mobile Computing in order to help drive innovation within the business related to its near-term strategic initiatives. The intent of the Unisys sponsored Mobility Innovation Workshop is to
collaborate with the JC Penney team to identify a prioritized short-list of mobile computing opportunities.
• Expectations for the Workshop include a set of thoughts or ideas that can be clearly defined, effectively prioritized, and have a chance of being implemented at reasonable cost, in a reasonable timeframe, with some expectation of pay-back/benefit.
• Workshop deliverables will include a written outbrief provided shortly after the session which will contain the full list of ideas generated and a graphical display of the voting results. The voting results will also be reviewed at the end of the session in order to identify and discuss the most promising ideas. Other post-workshop activities will be agreed upon at the end of the session.
Sample Workshop Goals & Objectives (Mobility example)
The Goals and Objectives for the Innovation Workshop are agreed upon with the client upfront and then incorporated into the formal Workshop Agenda using the template in the Facilitator Packet
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 26
• Key focus areas for the workshop, within the overall objective of utilizing Mobile Computing to help drive innovation within the business, will include:
General Ideas & Suggestions
Business / IT Alignment Considerations
Strategic Opportunity Areas for Mobile Innovation
Mobile Device Security
Mobile Device Management & Policy
Mobile Application Development
Application Mobile Enablement (Existing Applications)
• Focus is on both strategic (“disruptive”) and tactical (“incremental”) ideas that can add measureable business value for JC Penney
• Ideas can be business, process or technology-oriented
Sample Workshop Key Focus Areas (Mobility example)
The Key Focus Areas for the Innovation Workshop are agreed upon with the client upfront and then incorporated into the formal Workshop Agenda using the template in the Facilitator Packet
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 27
In addition to pre-defined templates for opportunity profiles and roadmaps, Innovation Workshops leverage Group Decision Support Software for opportunity identification, categorization and prioritization
Tools & Templates (FacilitatePro)
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 28
For Opportunity Profiling during a two-day Workshop, Facilitators utilize templates available in the Facilitator Packet in order to have participants develop high-level business cases for the top-rated ideas
Tools & Templates (Opportunity Profile)
Unisys Innovation Workshops
Title [Include title here] IPT: [IPT name here]
Recommended Impl. Year: [year]
Description [Include a brief description of the opportunity here]
Representative
Vendors/Products
[List representative vendors/products (if a general technology trend/area) or specific vendor/product]
Value Proposition [Summarize the value proposition of the opportunity here]
Client Business
Impact
Low | Moderate | High |
Transformational Innovation Maturity Embryonic | Emerging | Adolescent | Early
Mainstream | Mature Mainstream |
Legacy | Obsolete
Ease of
Implementation
Low | Moderate | High Market Penetration /
Yrs to Mainstream
Adoption
<1% | 1-5% | 5-20% | >20%
<2 | 2-5 | 5-10 | >10
Recommendation [Include justification for positioning on the implementation roadmap here]
© 2012 Unisys Corporation. All rights reserved. 29
For Opportunity Roadmapping during a two-day workshop, Facilitators have participants map their top-rated opportunities by key focus area and by timing of implementation
Tools & Templates (Opportunity Roadmap)
Unisys Innovation Workshops
© 2012 Unisys Corporation. All rights reserved. 30
Introduction to FacilitatePro
© 2012 Unisys Corporation. All rights reserved. 31
Instructions:
• FacilitatePro is our Group Decision Support Software for capturing and voting upon ideas
• The first step is to provide login instructions to participants so they can access the software via their own laptop or tablet
• Participants enter their User ID, Password and Name, then select “Click to Begin Your Session“
Link: https://secure.facilitate.com
User ID: reston1 (enter in lowercase)
Password: **** (enter in lowercase)
Your Name: Enter your full name
FacilitatePro Login (Information for Participants)
After the background context setting and introductory presentations, Facilitators request participants to log into FacilitatePro in order to capture, categorize and screen ideas arising from the workshop
Introduction to FacilitatePro
© 2012 Unisys Corporation. All rights reserved. 32
Opportunity Identification (Brainstorming)
All workshop attendees bring their own laptops or tablets to the session and use these devices to submit their ideas into the group decision support software during this stage of the workshop
Introduction to FacilitatePro
Process Steps:
• This is the brainstorming and idea submission portion of the workshop
• Participants enter their ideas using the Headline and Additional Detail fields and select the appropriate Category from the drop-down list box
• The Category corresponds to the pre-defined set of Key Focus Areas agreed upon with the client prior to the workshop
• This step typically takes just 30 minutes
Identification Categorization Prioritization Profiling Roadmapping
© 2012 Unisys Corporation. All rights reserved. 33
Opportunity Categorization (Group Discussion)
This phase gives the group the ability to hear the elevator pitch related to each idea ahead of the online voting phase. It also allows ideas to be combined and re-categorized where needed
Introduction to FacilitatePro
Process Steps:
• This is the group discussion portion of the workshop
• The Facilitator proceeds down each row in the Electronic Flipchart to review each idea with the group
• Each person presents their elevator pitch to the group in terms of rationale for their idea. Ideas can optionally be combined and re-categorized as needed
• This step typically takes 2-3 hours and allows the group to review the full set of ideas prior to voting
Identification Categorization Prioritization Profiling Roadmapping
© 2012 Unisys Corporation. All rights reserved. 34
Opportunity Prioritization (Voting)
The details on the voting criteria and voting options (Low/Medium/High) are provided in the Participant Guide which is handed out to participants at the beginning of the workshop
Introduction to FacilitatePro
Process Steps:
• This is the voting portion of the workshop
• The group votes on each idea using the pre-defined voting template
• Each idea is typically voted upon based on financial value, strategic fit, time/cost to implement/maintain, and project risk & complexity
• Voting templates are pre-defined and standardized so the results can be plotted on a cost/benefit matrix
• This step typically takes 45 minutes
Identification Categorization Prioritization Profiling Roadmapping
© 2012 Unisys Corporation. All rights reserved. 35
Opportunity Prioritization (Voting)
The pre-defined voting templates in FacilitatePro allow results to be plotted on a cost/benefit matrix so opportunities can be evaluated in terms of business benefit versus ease of implementation
Introduction to FacilitatePro
Total
ID Description Financial
Value
Strategic Fit Time/Cost to
Implement /
Maintain
Project Risk
& Complexity
Weighted
Average
80. Self-service 4.23 4.52 3.20 3.10 15.06
38 Unified web portal for customers to inquire on the 4.23 5.00 2.70 3.10 15.03
9 Client Self Service - Redetermination 4.42 4.61 2.8 3.1 14.94
99. Kiosks in Public Access Facilities to Access, Print or
Upload Case Information
3.84 4.15 3.00 3.55 14.55
88. Allow participants to get and share just about any
piece of information via Web
4.70 4.80 1.94 2.36 13.81
107. Explore further use of web technology for ( )
subsystems and internal use.
4.40 4.10 2.26 2.57 13.34
53. Anonymous Benefit eligibility determination 2.90 3.47 3.10 3.30 12.78
143. Citizen Portal 3.25 3.87 2.62 2.75 12.50
41. Provide application process to external agency staff 3.11 3.11 2.87 3.00 12.11
Ease of ImplementationBusiness BenefitE-Government
Project Prioritization Matrix
E-Government
41
143
53
107
88
99
938
80
0.00
5.00
10.00
0.00 5.00 10.00
Ease of Implementation
Bu
sin
es
s I
mp
ac
t
Quick WinsMust Haves
Low Hanging FruitMoney Pits
© 2012 Unisys Corporation. All rights reserved. 36
Opportunity Prioritization (Voting)
The Key Focus Areas for the Innovation Workshop are agreed upon with the client upfront and then incorporated into the formal Workshop Agenda using the template in the Facilitator Packet
Introduction to FacilitatePro
Process Steps:
• At the end of the 1-Day workshop, Facilitators review the voting results with participants to see which ideas rated the highest within each Category area
• Initial results are sent to participants the evening of the workshop and include the ideas collected and the voting results
• These results are later worked into the formal executive summary report which includes cost/benefit matrices and Unisys recommendations
Identification Categorization Prioritization Profiling Roadmapping
© 2012 Unisys Corporation. All rights reserved. 37
Conducting Your Workshops
Key Resources
Key resources for conducting Innovation Workshops are available on the Innovation Workshop Facilitators Community portal – including the Facilitator Packet and Sample Deliverables
Innovation Workshop Facilitators Community
http://communities.unisys.com/sites/innovationworkshops/default.aspx
Innovation Program Strategic Deal Support Packet
Outline of how Strategic Innovation Program supports strategic deals with proposal materials for “continuous innovation” approach and Innovation Workshops
• Proposal Boilerplate – 2 Page Summary
• Proposal Boilerplate - Detail
• Strategic Deal Support Overview
• Strategic Deal Support – QuickPage
Innovation Workshop Sales Packet
Innovation Workshop Sales Materials
• Strategic Innovation Program - Client-Facing Overview
• Strategic Innovation Program – Internal Overview
• Innovation Workshop - Internal Solution Overview
• Innovation Workshop - Approach
• Innovation Workshop - Sample Agenda
• Innovation Workshop - Quick Page
Innovation Workshop Facilitator Packet
Innovation Workshop materials for session facilitators
Overview 1. Facilitator Guide (this document)
Pre-Workshop Planning 2. Planning Template
3. Sample Invitation
4. Sample Agendas
Preparing the Online Session 5. FacilitatePro Guide
6. Initial Results Template for FacilitatePro
7. FacilitatePro Product Overview
Materials for the Session 8. Workshop Checklist
9. Sample Workshop Overview Presentation
10. Participant Guide Template
11. Feedback Template
12. FacilitatePro Guidelines
© 2012 Unisys Corporation. All rights reserved. 38
Thank You
Nicholas D. Evans
Vice President & General Manager
CTO Office
Unisys Corporation
801 Lakeview Drive, Suite 100
Blue Bell, PA 19422
214 734 3130
www.unisys.com