Ideation is the creative process of generating, developing, and curating new ideas. Aha! allows you to collect, curate, and promote ideas into features or initiatives to ensure that key feedback and requests are seamlessly integrated into your product planning and development processes. Ideas can be collected through a submit only portal, a private portal or a public portal for each product.
Once an idea is submitted, it is populated in the Ideas section and accessible under the Overview, List or Chart sub-menu.
Ensure information is complete
Idea management can be approved in multiple ways. We suggest starting with a quick review of new ideas from the Overview screen or the List screen to determine if more information is needed. From any sub-menu, click on an idea link to bring out the slider. If more information is needed, you can comment on the idea and everyone who has voted on the idea will be notified and can respond back.
Change the idea creator
You can change the name of the person who initially submitted an idea to your ideas portal. This is helpful in situations where the idea may have been verbally communicated by one person, but submitted to your ideas portal by another. Simply open the ideas details, and then select a creator from the list of users.
Merge duplicate ideas
Ideas that already exist should be merged so that you can reduce the list to unique ideas without losing the details and nuance of each request. When you merge two ideas, the one to which you merge becomes the "master" idea and all ideas merged from that point on become part of that group. The "master" idea is visible in the public or private portals.
Customers will still have the responsive feedback even if their ideas have been merged into another "master" idea. The My ideas filter in idea portals will include their merged ideas, as indicated with a "merged" tag, and will include a link to the idea it was merged into. Merged ideas will also have their statuses updated to be the same as the status of the idea it has been merged into.
Reporting on Ideas can show or hide the merged/child ideas, as needed. An Idea table filter option Idea merged is available for reports and provides the user with three different filtering options to show merged, show non-merged, or show all Ideas.
Sometimes you review an idea and know right away it's being promoted to a feature. Other ideas aren't immediately clear winners and should be prioritized using the Aha! Scorecard, informed in part by the popularity of the feature. Within the idea slider (idea detail) you can see how many votes and subscribers a feature has. You can also use the Idea list view and add columns for number of comments, votes and subscribers to compare ideas.
Promote ideas to features
Once ready to promote, simply click on the green Promote button and choose the Promote to Feature option. You can choose to promote to any product for which you have rights and any release or parking lot within that product. When you promote an idea to a feature, a feature is created and a link is established between the idea and the feature. This ensures that a feature's origin and idea vote count are always accessible and that the users who submit and subscribe to ideas are automatically notified when an idea is implemented as a shipped feature.
Promote ideas to initiatives
Once ready to promote, simply click on the green Promote button and choose the Promote to Initiative option. You can choose to promote to any product for which you have rights. When you promote an idea to an initiative, an initiative is created and a link is established between the idea and the initiative. This ensures that an initiative's origin and idea vote count are always accessible and that the users who submit and subscribe to ideas are automatically notified when an idea is delivered as a shipped initiative.
Respond publicly to those who take time to provide feedback
Responding quickly to ideas with "yes", "no," or "soon" is helpful to the person who submitted the idea and anyone who has visibility. That is obvious. But it is also helpful to the product team because they clearly communicate and reinforce product positioning and direction which encourages quality discussion and additional ideas. Create an Admin response to publish your response as a comment in your forum.
Report on trending ideas
If you are handling a large volume of ideas, it can be tricky to understand which ideas are the most relevant for customers. Aha! allows you to spot trends across idea topics to identify the most popular ideas.
Try one of our trend reports to understand how your ideas and idea categories are performing over time:
Ideas > Related views > Pivot table: Trending ideas
Ideas > Related views > Column chart: Trending idea categories
These two reports offer the ability to see which ideas and idea categories are trending based on the date votes were submitted. This can be a very powerful tool if you want to compare and view recent votes.
These views can also be found in Roadmaps > Overview > Example reports.