Initiative journey · Objectives

Objectives Initiative journey

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Objective Detail 1One initiative read left to right: what was raised, the process row of activities, and the business objectives the whole process delivers. Goal 2The measurable goal behind the initiative — each objective's measure, target, current value and proof.

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Context library 0What the organisation already knows — facts, numbers, constraints, systems, customers, people, decisions — kept across sessions and applied when an idea is expanded at Capture. Initiative journey 9The guided path — capture the idea and initiative, describe it, define the ideal outcome, set the measures of success, then fill in the process, steps and activities that get you there. Processes 4Start from a proven end-to-end process — Quote to Cash, Plan to Produce, Procure to Pay and more — or build a custom one, then land in New initiative with it filled in. New initiative 3Create an initiative step by step: identity, the idea, objectives, process, review. Work map 5Employee work mapping wizard — describe how your work happens one activity at a time while the app draws the map: responsibilities, activities, triggers, decisions, handoffs, systems, friction, measures. Idea exploration 7Step 1 — look at an idea through eight lenses: problem, people affected, today vs the desired result, causes and options, assumptions, evidence, risks, open questions. Benefit evaluation 8Step 2 — the business benefit of achieving the desired result: cost savings, increased revenue, customer satisfaction, time, risk, quality, speed; cost, payback, return and a verdict. Process discovery 6Business process identification wizard — tell us how the business works and we help you find the processes behind it: boundaries, owners, departments, dependencies, coverage and what to explore first. Objective Swimlanes ↗The AppFactory pipeline documented as lanes × phases (opens in AppFactory).

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Keyboard: 1 … 9 switch pages, Esc closes the menu.

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A guided journey (recommended)Idea & initiative → describe → ideal outcome → success measures → process, steps and activities → create. Each step unlocks the next. Blank initiativeTwo starter activities, nothing else filled in. A proven business processQuote to Cash, Plan to Produce, Procure to Pay … pick one on the Processes page, or describe a custom process there. An ideaExplore an idea through eight lenses, then evaluate its business benefit — cost savings, revenue, customer satisfaction — and promote it to an initiative. A business process inventoryGuided discovery of the processes a business performs — scope, value, candidates, boundaries, participants, relationships, coverage and discovery priorities — with a handoff to employee mapping. An employee work mapGuided questions build a map of one person's responsibilities, activities and processes — for improvement, requirements and knowledge transfer. Standard deliveryThe six-activity delivery process (plan → build → verify → deploy → sample data → test) ready to adapt.

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The business objectives

Every process maps to these. Open one on the Goal page for the current initiative.

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