What is it?
Across your organization, many departments will develop their own approaches, use their own tools, and be in charge of their own assets. All of those will consume some sort of budget, e.g., resources, time, or money. To operate as efficiently as possible, you should have a clear view of your complete asset landscape. This will also help others to employ the tools that they need.
Having the necessary transparency will help you to stop the acquisition of multiple similar tools and save money. Furthermore, transparency and a systematic project management process will help you to evaluate easily white spots in your application portfolio. You can consider this as an overview of your toolbox or asset library.
Learn in this article how to
- create an asset template,
- Use visibility settings to restrict access to KPIs
- use the ITONICS visualizations to map your asset landscape
Creating an asset template
To start with, you should first create a template, i.e., a specific entity, by that your respective assets can be added systematically. Therefore, navigate to the Settings Wheel > Entity Configuration > Entity Configuration. Use the button to add a new entity. Provide the name and select the modules that you want to activate for this entity. Please note that modules need to be activated by your Customer Success Manager first.
Typical fields that should be included are:
- Title, Image, Abstract, Further information, Tags
- Asset categorization (Dropdown with values that represent your asset line)
- Responsible expert/owner (User Search Field)
- if you want to, you can also add rating criteria and allow users to add their evaluation, e.g.,
- usefulness
- ease of application
- breadth of application
Users can also use the comment function later to add their experiences, tips, or tricks.
Use visibility settings to restrict access to KPIs
When you do not want that everyone can see every piece of information, you have the option to display the attributes in different tabs. To create such a confidential tab, you need to navigate to the view configuration of your entity. You can access it via the Settings Wheel > Entity Configuration > Entity Configuration and from there, select the respective entity by clicking on the pen icon.
Click the + Add Tab button.
If activated by your Customer Innovation Success Manager, you will find a permission menu in the tab(s) that are newly created by clicking on the plus icon. Via the 'Access To' user search field, you can select other users/roles/user groups who will then have access to this tab.
Please note: As of version 3.6.5, the behavior of the confidential tab has changed: If no user is entered in the Access To field, all users who have the respective Create/Display/Edit permission (depending on whether the tab is in the Create/Edit/View form) can view this tab.
Using the ITONICS visualizations to map your asset landscape
To visualize your entire portfolio, it is best to use either the Radar visualization or Board visualization. The radar makes sense if you have a rich asset landscape as it has enough space to oversee it. In this case, please note that you need to create segment fields as a specific requirement. Using segments will help your users to jump straight into the potential application area and find the right tools easily (see the example on top).
The board makes the most sense when you have a clear process in view.
You will first need to activate the visualization on the first page of the entity configuration. Please note that the available modules depend on your license. After the activation, you will have the option to configure the default board and/or radar view.
For the board, you will be also able to indicate if you would like to use the KPI aggregation and which values should be shown as default in a board.