The Solution for Idea Management with Microsoft 365 Services – Drive Your Ideas to Success

In today’s competitive market, the right ideas for innovations, enhancements and cost-savings are more valuable than ever. But creative inspiration alone is not enough – the important thing is to use it profitably.

In many companies, the process of innovation and idea management is inefficient because staff use multiple channels to collect their ideas. They work on ideas with a range of different tools until the company eventually decides to implement or reject the idea – or until the idea just fizzles out due to a lack of attention or oversight. This way of working often leads to resentment and is a waste of valuable time.

It is therefore advantageous to have a solution that helps you manage the standardized process effectively − one that combines all the activities in a single tool. TPG offers you a Microsoft Cloud tool based on Microsoft 365.

TPG IdeaManagement: The Lean Idea Management Software

TPG IdeaManagement is a simplified solution for collecting and evaluating ideas (for example, within a corporate department). It is ready to use and based on existing Microsoft 365 modules.

A standardized process for managing ideas can be quickly and easily configured. Employee ideas (generated from the bottom up) can be gathered and documented using any type of user device. Detailed reports are used to evaluate the ideas. The process is described below.


Advantages of this TPG IdeaManagement solution

  • Efficient: Noting and managing ideas has never been easier – due to the mobile app and automated processes.
  • Reliable: The centralized data storage offers an overview of your idea pipeline and status.
  • Fast: TPG IdeaManagement is preconfigured – you can use it within a very short time.
  • Future-ready: Microsoft SharePoint and Cloud technology ensure full flexibility for future enhancements.

The Process: From the Idea to the Project

  • Step 1: Your staff note down their ideas in an app on their mobile device.
  • Step 2: Decision-makers automatically receive these ideas and can either approve or dissapprove them.
  • Step 3: Interactive reports about one idea or the idea-pipeline support the decision-making process.
  • Step 4: In combination with Project Online, you can transform approved ideas into projects (optional).

What Does TPG IdeaManagement Include?

The implementation of TPG IdeaManagement is easy and fast: the solution is preconfigured and “remotely” deployed. The complete turnkey package includes the following:

  • A Project Ideas list in SharePoint with 3 predefined views (+ 4 lists to be defined in the background)
  • A workflow for approval board notifications and authorizations
  • An app enabling staff to note down their ideas on their mobile device
  • 2 Power BI reports for idea evaluation and for an overview of the idea pipeline (incl. filter function)
  • Java Script programming for authorizations / creation of the “approval board” group in SharePoint
  • Options for personalizing the basic version (e.g. geographical data, categories, individual approval)

    Reading tip: Learn how to implement corporate idea management in the TPG Blog.

    3 Steps to Your Customized Idea Solution

    Phase 1: Creation of Basic System

    Activities: Run kick-off & configuration workshop, execute configuration, create configuration documentation, handover of system and acceptance

    Deliverables: Configuration documentation

    Duration: approx. 1-2 weeks (installation / configuration / licenses of Microsoft solutions not included in the package)

    Phase 2: Training

    Activities: Prepare and carry out half a day of training for decision-makers and idea providers

    Deliverables: Standard training documentation

    Duration: approx. 1 week

    Phase 3: Extension of Basic System

    Activities: 8 hours’ consulting for coaching, support and extensions (to be ordered within 4 weeks after system handover), final project meeting

    Deliverables: Updated configuration documentation

    Duration: approx. 1-2 weeks

    Licenses for the Tools Used

    Before you get started, please ensure that you meet the license-related requirements. In order to run TPG IdeaManagement, you need the licenses for the following Microsoft products:

    • SharePoint
    • Microsoft Power BI
    • Microsoft Power Apps
    • Project Online (optional)

    If you do not have the relevant licenses yet, you can purchase Microsoft 365 licenses from TPG as well.

    CUSTOMER Feedback

    ”This solution optimally supports our process from the initial idea right through the project itself. We were pleasantly surprised at how fast it was to implement. Thanks to this flexible Microsoft-based tool, we now have clearly-defined responsibilities, good documentation, and an instant overview of all the projects and their statuses.“

    Heinz Lanner, Senior Director Operations & PMO, WeEn Semiconductors Co., Ltd.

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