Conteneo Collaboration Cloud Decision Engine

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Conteneo Collaboration CloudDecision Engine

Version 1.7

Conteneo YouTube Channelhttps://www.youtube.com/channel/

UCfVezr7M7iUC4PZwI9o9HEQ

Playcamp! www.playcamp.netBay Area – 19-June-2015

http://www.conteneo.co/

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Objectives

As a Producer and/or Facilitator using the Conteneo Decision Engine

I want to plan, facilitate and post-process decision engine forums

so that I can prioritize projects in my projectportfolio, features in my backlog, allocate resources, and other cool stuff!


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Agenda

• Decision Engine Overview• Let’s engage a quick forum• Common ways to use Decision Engine• Decision Engine Basics

• Configuring your forum• Parties and Lobbies• Facilitation• Results Processing

• Parties and Galas• Large scale engagement


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Decision EngineConteneo’s Decision Engine enables teams, customers and partners to decide how to allocate budgets through a scalable virtual market.

Feature Prioritization

Resource Allocation

Portfolio Prioritization

Participatory Budgeting

Buy a Feature Resource AllocatorWe Commit!

Budget GamesBuy a Project


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Chat area for participants.

Items.

Participants. Empty slots are used for participants who might

come after the forum starts.

Area for participants to make bids & purchases.

Facilitator controls – only shown to

Facilitators.

Decision Engine User Interface



Let’s Engage a Quick Forum

This is a 15 min forum to prioritize Conteneo’s backlog.



Experiencing This as a Player

• If you’re logged in, please log out.• Go to www.innovationgames.com• Click “Join Game” in the upper right.

• ID: Provided by your instructor

Hey! This is a forum on the

Conteneo backlog, so make

sure you’re buying what you

want!

http://www.innovationgames.com/



Quick Forum Results!



Common Ways To Use Decision Engine



Common Ways To Use Decision EngineChallenge Process

Conduct research on new products or features with customers or members of your market.

You will follow the same process. The only thing that differs are if the participants are internal (employees) or external (customers).

1. Confirms goals / desired outcomes.2. Configure the list of items (description & prices).3. Determine if you want Parties or Galas.4. (Optional) Assemble facilitation team.5. Schedule the forums.6. Analyze results and prepare recommendations.

Prioritize quarterly or annual projects.Prioritize process, technical debt or operations improvement efforts.Improve the allocation of resources to prioritized projects.

Engage employees in selecting CSR projects.



Configuring the Decision Engine


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Product Manager for CoffeeCo

• You’re a product manager for CoffeeCo and you want to prioritize some potential new features for a new Coffee maker, the infamous model T-800, with your customers.

• You have a rough estimate of how much each potential feature will cost. These estimates are based on “shirt sizes” – Small, Medium, Large and were provided by your lead engineer.



This is the manual path.

This is the most common path.

Configuring the Decision Engine

1. Create a Project

Configure Framework Details

Create a new Framework

List of Items in Excel

Import Forum Definition

Edit Forum Definition

Ready to Play!

Create Parties Create Galas


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Step 1: Create a Project FolderClick on the

Folder

Type in the name of your folder. We’ll call ours the

“Travel App Features”


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Create an Excel file or download our template and fill out your items. After creating your file, follow the directions on the next page.

Here is an example of a set of items:

A name is the only required piece of information for an item. If both a size and a price are specified, the price will be used. Files can be xls or xlsx extensions.

Configuring Decision Engine in Excel

https://innovationgames.com/static/BAFOImportTemplate.xls


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Click on the Import Button.

Your Framework will be selected in the project organizer

3

1

Click choose file and navigate to your file.

2

Import a Configuration From Excel


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Editing Imported Frameworks

You should Edit your Imported Framework

Edit the Name Edit the Description Confirm the Name, Description & Benefits Confirm the Pricing


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Type in the name and description of your framework.

Specify who can see the results. We’ll keep these results private.

Specify your currency symbol and where it is placed.

You can specify a price directly or allow the system to randomly pick a price based on a shirt size.

We’ll use shirt sizes. Select a size from the drop down menu to generate a price

1

2

5

3

Decision Edit Framework Editing



Create Decision Engine Framework

• Now, create your first Decision Engine Framework.

• Options… • Create a forum for your project.• Create a fun game of Party Desserts for a large party

(e.g. Cake, Pie, Ice Cream, Cookies, etc.).• Help out a friend at your table!



Scheduling Parties and Galas

This is a two step process:Enter details, schedule the forum(s).



Creating a PartySpecify the name of your

Forum and when you want it to start.

You can facilitate the forum or you can specify a third-party facilitator.

Third party facilitators must have accounts!

Specify the guest list.

Specify forum duration.

Specify when the lobby opens.



Notifying Participants

9-digit code removed



Scheduling a Gala

Note that a Gala runs for a set period of time.

The default is one week.

A gala has “room” for up to 8 participants.

A slot reserves a place for a participant.Empty slots are dropped at a frequency

you define.

Control how many times a participant can play to prevent undue influence.



Gala Configuration

A gala has “room” for up to 8 participants.

A slot reserves a place for a participant.

Empty slots are dropped at a frequency you define.

Control how many times a participant can play to

prevent undue influence.

Stops the gala after a specified number of

participants - “Contest”



Parties and Galas in the Cloud Interface

Parties – 2 People icon

Galas– 2 People iconPull down the menu to see the Parties within the Gala



Parties vs. GalasParty Gala

Facilitated? Yes NoScheduling Each forum is uniquely

scheduled.Each forum starts automatically as needed.

Lobby? Yes. Facilitators manage the lobby before the forum.

No. Participants are dropped into a forum if they meet guest list criteria.

Adding Participants

Facilitators add participants. Participants are added to forums if there are slots open.

Removing Slots Facilitators can remove slots when they are clear there will be no more participants.

Slots are automatically removed.

Ending the Forum Manually Timed Ending

Facilitators end the forum.Time expires.

N/A.Time Expires


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Starting the Forum: The Lobby

The first step for Parties is the Lobby.



Forum Entry Flow

Participants who match Guest list criteria are placed into the lobby, a gathering

area before the forum.

Participants request entry to the forum by entering their credentials into the “front

door” of the Lobby

Participants are moved from the Lobby into the Forum once the

Forum begins.



Email Authentication

If your forum requires authentication, the Conteneo Collaboration Cloud will

email an authorization code to the email you provided.


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Here is the guest list for the lobby. We start with 8 slots – in this case the forum had 4 people on the guest list and room for four more.

Participants in light gray have not yet arrived. As participants arrive they are announced and the font is dark.

If people are neither rejected by the black list or accepted by the guest list they are placed here.

If there is NO ROOM for an additional participant they are placed here.

You need to move people here when ready.

The Lobby

Controls to: - start the forum - lock (close) the lobby

Any text you put there is shared with the participants in their lobby.



Facilitating Forums


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Facilitator Goals / Jobs

• Manage the lobby and the participants• Explains the rules of engagement• Promote negotiations that lead to actionable insights• Ensure the forum ends on time• Maintain neutrality• General guidelines:

• no right or wrong answers• designed to provide insight, not answers• a conversation – ideally, everyone participates


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Facilitation Guidelines• Avoid making any promises on priorities.• Avoid commitments to specific features / projects /

deliverables.• Never talk negatively about your product or your

competitor’s products.• Never say “That should be easy”. It sets expectations

too high and can kill any negotiation opportunities.• Never say “That is too hard”. It can prematurely stop

conversation about what the customer really wants and ways to achieve this. Besides, hard money



Sample Script (More in the Online Help)Thank you and welcome to the lobby. This is the place where will gather all of the people who will be joining us to prioritize our potential features.

My name is <INSERT YOUR NAME HERE>, and I’ll be your facilitator.

We’re going to be playing Buy a Feature to help prioritize potential features for Project Moonshot. Project Moonshot is our next generation construction management software platform.

When we start the forum, you’ll see 2 windows: (1) a list of features and players, and (2) a group chat.

Each feature is priced to reflect its development cost. Complex features cost more money. A tool-tip will expose details when you rollover a feature’s name in the list.

Your job is to purchase those features that would provide the greatest benefit to you and others within your company and work environment.

To get what you want, you'll most likely need to convince other players to join you. You do this through the chat feature at the lower right. The chat has two entry points: the left entry box is for chats to everyone; the right entry box has a pull-down menu of player names to send a chat directly to another player.

Try to explain why an item is important to another person. For example, “I think X-Y-Z sounds pretty cool” is less convincing than “I think X-Y-Z should be purchased because it will make it easier for me to manage multiple customer sessions.”

We’ll start when everyone is ready. Are we ready?

Start warmly. Be Authentic!

Outline the forum’s purpose.

Provide an overview of the user interface.

Explain how to participate.

Emphasize collaboration.



Facilitator CommandsFacilitators can issue commands by “whispering” them to the System.

Command Result

list lists the players

add amount to player add money to a player add 20 to Sam

subtract amount from player subtract money subtract 20 from Sam

addtoall amount add money to all players addtoall 20

subtractfromall amount subtract money from all players subtractfromall 20

stop_bid player stops a player from bidding stop_bid Sam

stop player stops a player from bidding & chatting stop Sam

drop player drop player from forumdrop Samand redistribute funds



Analyzing Results

The goal is to create actionable insights!


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Analyzing Forum Results



Summary Results

To generate summary results, start by selecting your DE Framework.



Summary Results

Select your forums. Note that galas are represented by a 4-person icon. Click the arrow to select forums within the gala.



Ranking Algorithm

1. Fully purchased items rank higher than partially purchased items.

2. When items have been purchased the same number of times partial purchases (Bids) are used next.

3. If items are still tied we use the total time to last purchase to break ties: The faster an item is purchased, and the more stable it stays purchased, the higher the ranking.



Select Summary Analysis

This was a special, zero cost item.



Optional Detailed Analysis

You can always download the Excel data file for detailed analysis.


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Forums Align Teams to Leaders

Employee Priorities Key Leadership Team Project

Leadership Impact: Educate to build trust

Business Impact: 3 month reduction in implementation

46 projects120 employees

5 locations3 Tournaments

15 Forums


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Item Name Exec 1 Exec 2 BWIN-G1 BWIN-G2 BWIN-G3 BWIN-G4Total

Purchased?Execs?

Extended Team?

Mobile 1 Yes Yes Yes Yes Yes Yes 6 2 4Mobile 2 Yes Yes Yes Yes Yes Yes 6 2 4HTML LB Yes Yes Yes Yes Yes 5 2 3Poker A Yes Yes Yes Yes 4 2 2Sports A Yes Yes Yes Yes Yes 5 2 3Poker B Yes Yes Yes Yes Yes 5 2 3

Casino A Yes Yes Yes Yes Yes 5 2 3Sports B Yes Yes Yes Yes 4 1 3Casino B Yes Yes 2 0 2Casino C 0 0 0Sports C Yes 1 0 1

Phoenix Phase 1 Yes 1 0 1Phoenix Phase 2 Yes Yes Yes 3 2 1

Einstein 1b.es Yes Yes 2 1 1Einstein 1c Yes Yes 2 1 1

Einstein Phase 2 0 0 0Mobile Games A Yes Yes 2 1 1

API Yes Yes Yes 3 1 2Games D 0 0 0

Social Yes Yes Yes Yes 4 1 3Innovation 1 Yes Yes Yes Yes 4 1 3Innovation 2 Yes Yes Yes Yes 4 0 4

Forums Align Leaders to Teams


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Forums Align Teams to Each Other

Caterina i think sports needs the attention

Markus following up on haralds proposal to focus on one sports mobile initiative

Caterina they are making a lot of money for the company (and i don't work on sports) :)

Caterina i agree for the sports mobile initiative

Player Caterina Dominic Harald Markus Martin Samanta Totals

Mobile Sports 2 2000 700 500 0 0 800 0 2000Mobile Ver 2.0 of Poker 1400 200 0 0 1000 200 0 1400Sports on canvas 2250 0 1500 0 500 250 0 2250Poker on Canvas 2400 0 0 2400 0 0 0 2400Phoenix Phase 2 4500 543 1457 0 500 0 2000 4500Einstein 1c 1300 1300 0 0 0 0 0 1300Create open integration layer 4000 414 0 422 1000 707 1457 4000



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Please visit us at www.conteneo.co!



Software

Conteneo Collaboration Cloud Decision Engine