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Add a new Project:

How this is done

After sign up and account application, we can get started with adding a new project. In the blank space add your Project name, optionally enter a description (you may defer this step till later and leave the field blank for now if you wish) and click on Submit.

A new record will get created and will contain a button called “Project Details”.

Best Practice Tip: Project names should be brief and yet easy to understand for your colleagues. Use acronyms and jargon only if widely prevalent in your organisation. A longer description can always be added in the Description field. In some cases, your organisation may have issued guidelines on nomenclature, and if so we highly recommend you follow them. Everyone following those simple rules can make a significant impact on how easily people can find knowledge and lessons embedded in each other’s work.

Framing the problem:

Why we need to do this

Open Orbit is a GPS for process improvement. You feed in the map coordinates and it shows you an optimised path towards better processes.

The map coordinates are industry, process type and business objective. Together, they enable Open Orbit to recommend some metrics to measure (or symptoms to check for). After you have shortlisted some metrics from this list, the tool recommends causes to check for. And based on which of those causes you shortlist as potentially relevant to your business, it will recommend solutions (or remedies) to consider.

Therefore it is extremely important to add the correct context - Industry, Process and Objective.

How this is done

Go to the Project Details page of the Diagnostic workbench. You will now need to set context in your project: The first map coordinate is the industry you are working in. Add new Industry Vertical: select from standardized lists of industries, which have been designed to optimize the generation of actionable insights in the quickest and most relevant way.

Best Practice Tip: While you can use add multiple industries, we recommend you stick to one unless it clearly doesn’t capture the context of your project.This enables more focus in the following steps.

We now turn to the second map coordinate - selecting a process type. You have an option to ‘ASK OO” to give a list of relevant processes appropriate under the selected Industry. Alternately, you may select from a comprehensive list of processes listed.

Best Practice Tip: While you can use add multiple processes, we recommend you stick to one unless it clearly doesn’t capture the context of your project. This enables more focus in the following steps.

This brings us to the third map coordinate – Business Objective. Why is there a problem worth solving at all? What is the high level objective here? Is it increased revenue? Or reduced cost? Or better customer experience? Timeliness perhaps? Defining this objective can be hard as many of these high-level goals overlap. Despite this, it is important to pause and think here, and make an informed choice as to which option you will go for. Spending this time now and making sure the project has the right focus will save a lot of time and money further down the track. The Primary or Secondary Objective can sometimes change at a later stage in the project based on further understanding of the problem.

Best Practice Tip: The Primary Objective should be chosen with care so as to drive the right focus for the project. The algorithm automatically takes care of the interdependencies. For example, a process cannot be efficient without being accurate (doing the wrong thing efficiently doesn’t count!) so selecting Efficiency implies that Accuracy is included. Similarly a process cannot deliver good customer experience without being accurate as well as timely. Again, the algorithm will consider such dependencies and you do not need to add the other factor as a secondary objective “just to be sure”. At the same time, there is no harm as such if you did do so, to emphasise the factor for people who read about your project. Also, it is easy to change this setting and re-run the recommendations algorithm at any time of the project without invalidating the work done to that point. All these lists above are standard drop down, standard lists allow for the algorithm to be leveraged better making for speedier analysis. You are benefiting from the wisdom of the crowd, so to speak, without compromising the confidentiality of your business data. These lists are continuously evolving based on how people use the technology, so you are being encouraged to categorise your problem based on how others in similar situations categorised it.

Reviewer's Tip: It is critical that the reviewer validates the context as these will play an important role in the recommendation output. Please pay special attention to the Objective / Big Y selected for the process.

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context_setting.txt · Last modified: 2019/07/30 09:30 by insolitus