2Set Up Innovation Management Functional Areas

This chapter contains the following:

Innovation Management Functional Areas

This topic outlines the default tasks required to define Innovation Management in the Setup and Maintenance work area.

You must first complete the common application setup and configuration tasks for Product Management.

In the Setup and Maintenance menu, click the Product Management offering. Navigate to the required task list to view the functional area tasks.

The table lists functional areas and tasks for Innovation Management.

Task List Description

Define Product Requirements and Ideation Management

  • Manage Product Idea Classes

  • Manage Product Idea Statuses

  • Manage Product Requirement Classes

  • Manage Product Requirement Statuses

  • Manage Product Requirements and Ideation Lookups

Use this task list to configure ideas, and requirements specifications.

Define Concept Design Management

  • Manage Product Concept Classes

  • Manage Product Concept Component Classes

  • Manage Product Concept Statuses

  • Manage Proposal Statuses

  • Manage Product Concept Lookups

Use this task list to configure concepts and concept components.

Define Product Lifecycle Portfolio Management

  • Manage Portfolio Statuses

  • Manage Product Portfolio Planning Periods

  • Manage Product Portfolio Metrics

  • Manage Product Portfolio Lookups

  • Manage Portfolio and Product Rule Sets

Use this task list to configure proposals and portfolios.

Configure External Systems for Integration

Oracle Innovation Management integrates with systems such as Agile PLM, and Oracle Product Development, through view objects, application modules, and web services.

You can perform the following tasks by integrating target systems:

  • Associate issues to ideas

    • Relate issues to concepts that improve products

    • Relate issues or ideas to requirements to drive improved designs

  • Create items in Product Development from concept components

    • Search and use an existing item to create a concept

    • Associate requirements to Agile items (trace which requirements were used to build the eventual product)

    • Map attributes from Agile PLM items to concept components

  • Allow proposals to be related to or drive projects in Agile PPM

    • View status and key attributes of Projects within proposals

    • Integrate actual cost and resources from Agile PLM Project into proposals

    • Check how a proposal is progressing against projected cost and resources

Class Management is the definition of classes, class hierarchies, and class codes to establish reusable business objects. Here we learn about class management for ideas, requirements specifications, concepts, and portfolios in Oracle Innovation Management.

The tasks addressed here are:

  • Manage Product Idea Classes

  • Manage Product Requirement Classes

  • Manage Product Concept Classes

  • Manage Product Concept Component Classes

Class

Use classes and sub-classes to define business object types.

When you create a class, the class name that you provide is stored and used as an object type, at the time of business object creation.

Select a class to edit the class name and description. The Object Creation Allowed Indicator in the Edit Class page controls the possibility of creating business objects of the current class value. Select the indicator to ensure that the class name is available to use as a type when creating a business object.

Note: Although you can create portfolio classes, these aren't currently used anywhere in the application. Also, portfolio rule sets aren't supported.

Class Code

A Class Code is a constant and unique value associated with each class across Oracle Innovation Management and associated PLM systems.

You can define a class code only once, when creating a class, as it's used during integration with external systems, and is required to remain a consistent internal code.

Note: You can't edit the class code after class creation. However, you can delete the existing class, if it isn't already used to create an object, and create a class with the required class code.

Class Hierarchy

Class Hierarchy enables you to group and search for classes, based on class values or business objects types.

Select a class in the Manage Class page to view the class hierarchy in the Edit Class page.

Innovation Management Lookups

Oracle Innovation Management provides lookups that you can use to define values in requirements, concept, and portfolio modules during implementation.

This topic addresses the following tasks:

  • Manage Product Requirements and Ideation Lookups

  • Manage Product Concept Lookups

  • Manage Product Portfolio Lookups

Use standard lookups in Oracle Innovation Management to define values such as type, status, priority, scope, compliance, resource pool, metrics, lifecycle phases, and rank.

Application statuses are also standard lookups. You can execute the following tasks as lookup tasks:

  • Manage Product Idea Status

  • Manage Product Requirement Status

  • Manage Product Concept Status

  • Manage Proposal Status

  • Manage Portfolio Status

The following table details the standard lookups available in Oracle Innovation Management.

Lookup types with configuration level System don't allow you to add or delete lookup codes. However, you can edit the Meaning and Description fields of the existing lookup codes.

Application Module Lookup Type Lookup Code Meaning Configuration Level

Product Requirements and Ideation Management

Ideas

Status

Pending, Accepted, Rejected, Implemented, In Progress, Review

User

Product Requirements and Ideation Management

Requirements

Associated Product

Common Services, Product Concept Design, Product Lifecycle Portfolio Management, Product Requirements and Ideation Management

User

Product Requirements and Ideation Management

Requirements

Requirement Fulfillment

Yes, No

User

Product Requirements and Ideation Management

Requirements

Requirement Priority

Must Have, Nice to Have, Should Have

User

Product Requirements and Ideation Management

Requirements

Requirement Scope

Yes, No

System

Product Requirements and Ideation Management

Requirements

Requirement Status

Pending, Submitted, Released

System

Product Requirements and Ideation Management

Requirements

Comment Status

Open, Closed

System

Product Concept Design

Concepts

Proposal Business Unit

Business Unit

User

Product Concept Design

Concepts

Concept Product Type

New Product, Technology Evaluation, Product Redesign

User

Product Concept Design

Concepts

Component Product Type

Documentation, Electrical, Mechanical, Software, Tooling

User

Product Concept Design

Concepts

Concept Status

Draft, Submitted Approved, Converted

System

Product Concept Design

Concepts

Cost Category

Development, Production

System

Product Concept Design

Concepts

Cost Status

Actual, Projected

System

Product Concept Design

Concepts

Proposal Cost Types

Fixed, Labor, Material, Variable

System

Product Concept Design

Concepts

Funding Request For

Concept, Feasibility, Product, Prototyping

User

Product Concept Design

Concepts

Market Strategy

Differentiation, Neutralization, Optimization, Others

System

Product Concept Design

Concepts

Primary Justification

Enter New Markets, Enter New Regions, Exit Market, Expand Market Share

User

Product Lifecycle Portfolio Management

Portfolio

Product Maturity Chart Metrics

Cost, Revenue, Margin

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Metric Data Types

Cost, Number, List of Values

System

Product Lifecycle Portfolio Management

Portfolio

Metric Types

Product, Portfolio, Product Proposal

System

Product Lifecycle Portfolio Management

Portfolio

Portfolio Planning Period Statuses

Active, Inactive

System

Product Lifecycle Portfolio Management

Portfolio

Planning Period Unit Durations

Month, Quarter

System

Product Lifecycle Portfolio Management

Portfolio

Lifecycle Phases

Draft, Submitted, Approved, Released

System

Product Lifecycle Portfolio Management

Portfolio

Portfolio Metrics Rank

1,2,3,4,5,6

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Types

Regular, Template

System

Product Lifecycle Portfolio Management

Portfolio

Product Categorization Metric

Cash Cow, Dog, Flagship, Star, Question Mark

User

Product Lifecycle Portfolio Management

Portfolio

Product Metrics Rank

1,2,3,4,5,6

User

Product Lifecycle Portfolio Management

Portfolio

Product Risk Numeric

Low, Medium, High, No Risk

User

Product Lifecycle Portfolio Management

Portfolio

Product Risk Subjective

No Risk, High, Medium, Low

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Risk Numeric

Low, Medium, High

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Risk Subjective

Low, High, Medium

User

Product Lifecycle Portfolio Management

Portfolio

Scenario Types

Draft, Submitted, Approved, Rejected, Current

System

Product portfolio planning period is the time period during which the portfolio objects collect data for analysis. Before defining a planning period, create planning period units using the Manage Product Portfolio Planning Periods task in the Setup and Maintenance work area.

Provide start date, number of units and specify the duration, which can be either monthly or quarterly, to create planning period time units. The planning period time units are created with default labels. You can add time units for a previously created planning period unit by providing the number of units before the first unit or by providing the number of units after the last unit.

Note: After you create a planning period unit specifying a duration, you can't change the duration. However, you can change names of the units.

To create a planning period, provide the start date planning period unit, end date planning period unit, and select the planning period unit from the choice list.

Impact of planning period and planning period units:

  • The columns in the Manage Resource Capacity table is dynamically created and displayed based on the number of units defined in the planning period for the portfolio.

  • Each timeline in the Schedule, Resource, and Launch charts is determined by the number of units defined in the planning period for the portfolio.

Oracle Innovation Management offers a list of predefined metrics that you can use for measuring portfolio performance. You can also set the minimum and maximum threshold values for these metrics in accordance with business requirements.

Metrics marked as Enabled are made available for selection when you add metrics using Actions > Define Metrics. Enabled metrics that are also marked as Default appear in the locations described in the following table.

Default metrics for: Appear here:

Product proposals

In the Proposal Metrics selection dialog that opens when you click the 123 icon during proposal creation.

Products

On Edit Portfolio page > Actions > Define Metrics leads to Define Metrics page, with Product Metrics tab.

Portfolios

On Edit Portfolio page > Actions > Define Metrics leads to Define Metrics page, with Product Portfolios tab.

Note: A portfolio is a grouping of product lines, most often within company Business Units. All proposals related to product lines within a portfolio should ideally be evaluated by a common set of metrics so that the evaluations are consistent and objective.

If you define consistent metrics for a portfolio and proposals within that portfolio, you can then roll up portfolio metrics from proposals, as required.

Metrics are of three types:

  • Derived - Calculated using fixed formulas. (Examples: Return On Investment, Internal Rate of Return)

  • Derived and rolled up - Calculated using fixed formulas and derived from certain values that you enter. (Examples: Net Present Value, Actual Cost, Projected Cost).

  • User entered - Entered by the user in the user interface. (Examples: Impact, Alignment, Risk Numeric)

With the required administrator privileges, you can create concept metrics and configure how these are rolled up. Product managers can evaluate, approve or reject product concepts against these metrics. You can also rename existing concept metrics using Application Composer.

To set up concept rollups:

  • Navigate to the Concept Design work area.

  • On the Manage Concepts page, expand the Tasks panel and click Setup Concept Rollups.

  • On the Concept Rollups page, select the fields to use for the rollup.

The following table lists administrator-defined metrics that you can configure.

Column Description

Active

If selected, includes the rollup definition in the calculation.

Rollup Column

Column of attributes selected for rollup and aggregation.

Result Column

Destination column that displays rolled up results and appears in the General Information tab of each component to all users.

Consider Quantity

If selected, multiplies the attribute in the Rollup column with the quantity in the Quantity column of the component.

Incomplete Rollup Count Column

Column that displays the number of leaf nodes that don't have a value entered in the rollup column.

Target Value Column

Identifies the column of data to compare with the Rollup column to determine a variance.

The default calculation for variance is: Variance = Rollup Result Column - Target Value Column

Variance Result Column

Destination column that displays the calculated variance.

Portfolio and Product Rule Sets

Define portfolio and product rule sets to associate multiple rules together, and assign them to portfolio classes. The following table lists and describes the portfolio and product rule sets.

Note: Although you can create portfolio classes, these aren't currently used anywhere in the application. Also, portfolio rules sets aren't supported.
Type of Rule Set and Rule Description

Validation

Define validation conditions based on attribute values.

Assignments

Define the value of an attribute, based on the specified condition. Rules are executed in the order of their sequence in the rule set.

Target business entities are:

  • Portfolio General Information

  • Product

  • Scenario

Composite

Aggregate rules sets that operate on different attribute groups. Composite rule sets contain both validation and assignment rule sets.

Set Up Approval Rule for Concepts

With the appropriate role you can set up an approval rule for concepts approval instead of manually providing an approver each time.

To set up an approval rule for concepts:

  1. Navigate to the Setup and Maintenance work area.

  2. From the Setup list, select Product Management.

  3. Search for and open Manage Approval Groups task.

  4. In the BPM Worklist, click Task Configuration.

  5. In Tasks to be configured, search by the object type. For example: Search for concepts to get ApproversTask for concepts or proposals, and portfolio to get the ApproversTask for portfolios.

  6. Select ApproversTask and click Edit Task.

  7. Navigate to Assignees to verify the object.

  8. Navigate to Access > Actions.

  9. For the Approve and Reject rows, select both Assignees and Owners in the Individuals with Access column.

  10. Click the Commit Task icon.

  11. Enter comments and click the OK button.

Enable Single Sign-On for Innovation Management

You can make it possible for your users to use a single user name and password to sign in to all of your on-premises and Oracle SCM Cloud applications by implementing Oracle Enterprise Single Sign-On.

Oracle Enterprise Single Sign-On (SSO) is available for customers who have implemented either the Microsoft Active Directory Federation Server 2.0 or the Oracle Identity Federation Service 11g identity provider (IdP). Other identity providers require special approval. Here is the standard approval process:

  1. Contact your salesperson or open a service request for SSO Enablement on support.oracle.com

  2. Your Oracle sales or help desk sends you a questionnaire to fill out.

  3. After you return the questionnaire, Oracle representatives evaluate your responses and obtain approval, usually within 24 hours.

  4. After you're approved, Oracle sets up your Oracle SCM Cloud environment and you receive the appropriate documentation on setting up your system.

After you obtain necessary approval, it takes a minimum of two weeks for Oracle to implement the SSO for your Oracle SCM Cloud environment.

FAQs on Social Networking in Oracle Innovation Management

What are the prerequisites for Oracle Social Network integration?

For Oracle Social Network integration to work, there must be a connection defined between Oracle Fusion applications and Oracle Social Network. The administrator must configure this connection, as Oracle Fusion applications and Oracle Social Network don't reside on the same server.

Ensure that the following configuration items are in place:

  • Oracle Social Network URL must be defined in Topology Manager with a Module Short Name.

  • The Oracle Social Network credential must exist in the WebLogic Server credential store.

How do I share my opinion with development teams on terminating a product?

If the Edit Portfolio page has a Social link, you can invite others to a conversation to discuss the ideas.

For example, as a portfolio manager, you carefully weigh the market share research, revenue, and future portfolio plans, and want to add an additional feature to one of the products in your portfolio. You want to make sure you have agreement from the people closest to the product, the product development manager, and the product manager.

From the Edit Portfolio page:

  1. Click the Social link to open Oracle Social Network (OSN).

  2. Click New Conversation.

  3. Invite your product manager and product development manager to the conversation.

The details of your conversation and key aspects of the portfolio are visible on the portfolio wall in OSN for everyone to view.

After a joint online discussion about the pros and cons of terminating the product, questions are asked and answered, and supporting documents are uploaded and reviewed. When you click the Social link from a business object, all the social networking features provided by OSN are instantly available. This makes it easy to bring in the people you require to make an informed decision.

Depending on your job role and permissions, you can use social networking features for the following Oracle Innovation Management business objects:

  • Ideas

  • Requirements Specifications

  • Concepts

  • Proposals

  • Portfolios

How do I share my ideas with key stakeholders in Oracle Innovation Management?

If the Manage Ideas page has a Social link, you can invite others to a conversation to discuss the ideas.

For example, while at a customer meeting, an idea for enhancing the product emerges, that you think is worth pursuing. You want to get it into the application so that the product manager and other stakeholders can consider it as they weigh options for the next release.

From the Manage Ideas page:

  1. Add the details of product enhancement in the form of an idea, and post it.

  2. Click the Social link to open Oracle Social Network.

  3. Click New Conversation.

  4. Invite your product manager and product development manager to the conversation.

The details of your conversation and key aspects of the Idea are visible on the Idea wall in Oracle Social Network for everyone to view.

You might decide to share customer views about the idea, and post the customer e-mail ID to the Conversation in the form of a document.

After several days of discussion on the Idea, you collectively decide that the idea has enough merit to move forward. The product manager creates a Requirement to get the ball rolling, frequently referring back to the Conversation to see what was said. The Idea is thus translated into tangible requirements that can be measured in reality.

Depending on your job role and permissions, you can access social networking features for the following Oracle Innovation Management business objects:

  • Ideas

  • Requirements Specifications

  • Concepts

  • Proposals

  • Portfolios