Once Continual Improvement Management is enabled, set up roles and groups, integration properties, then use the Continual
Improvement Workbench and dashboard to monitor, plan, and measure improvement
success.
Continual Improvement Management is used
to implement service, process, and function improvements. An improvement initiative contains
goals to measure success, and phases that contain tasks with specific actions to complete
the improvement.
Use the Continual
Improvement Workbench to plan and manage improvements. Both tile and list views are
supported.
Use the Continual Improvements
dashboard to show improvement progress and results in the form of statistics and
charts using Performance Analytics.
Integration with other applications
As part of Continual Improvement Management
integration with other
applications, an improvement initiative can be created from within other
applications and, conversely, records for other applications can be created from within an
improvement initiative (or CIM task).
An improvement initiative can be created from these applications.
As part of an improvement initiative or CIM task, these records can be created.
Initial CIM setup
Once
Continual Improvement Management has
been enabled, set up the application by assigning user roles and groups, and configuring
integration properties.
- Assign user roles and
groups.
- Improvement Manager role
- Improvement Coordinator role
- Approver group membership (CIM Approvers, default is empty)
- Configure properties for Continual Improvement Management
integration with other
applications.
- List of applications from which an improvement initiative can be created
- List of application task records that can be created from within an improvement
initiative
Workflow of Continual Improvement Management
roles
Improvement requests are submitted when an Improvement Requester, such
as a help desk manager, process owner, or ITL user, for example, recognizes the need for an
improvement anywhere within the company.
Once an improvement request is submitted, the Improvement Manager, who
oversees all improvements, accepts and assigns it to an Improvement Coordinator for
implementation. The Improvement Manager also runs prioritization meetings with Improvement
Coordinators and uses the workbench to monitor, manage, and plan overall progress.
Once the improvement request is assigned, the Improvement Coordinator
creates phases and tasks for the work needed to complete the improvement, in coordination
with the Improvement Manager. The Improvement Coordinator also meets with task owners to
ensure they are on track for the expected completion deadline.
When all work has been completed, the Improvement Manager reviews the
improvement for closure, and uses dashboard reports to measure status and success.
Email notification
When an improvement is set to certain states or a target review date is breached, an email
notification is sent.
Table 1. Email notification list
| Improvement action |
Improvement Manager |
Improvement Coordinator |
Improvement Requester |
Watch list |
| Canceled |
No |
Yes |
Yes |
Yes |
| Approved |
Yes |
Yes |
No |
Yes |
| Closed |
Yes |
Yes |
Yes |
Yes |
| Target review date is breached |
Yes |
Yes |
No |
Yes |
|
|
|
|
|
Domain separation
Domain separation
capability is supported in Continual Improvement Management with no
setup or configuration required.
You can create improvements separately in a specific domain, or in the global domain.
