Idea & Demand Configuration

This is one of the two heaviest domains. It covers the front end of the SPM value stream: capturing raw ideas, turning the good ones into demands, and assessing/prioritizing demands before they become funded work.

Idea Management & the Idea Portal. The Idea Portal is the central, employee-facing place to submit, view, vote/comment on, and collaborate on ideas. Ideas flow through a lifecycle (e.g., New → Reviewing/Under Review → Accepted, with reject/duplicate/defer branches). An idea manager or demand manager evaluates submitted ideas. When an idea is judged feasible and aligned to business objectives, it moves to Accepted and can be promoted/converted into a Demand (or directly into an epic, feature, or story in an agile context). Ownership transitions from the idea manager to the demand manager at conversion. Ideas can be grouped under campaigns to solicit input on a specific theme.

Demand Management. Demand Management captures, centralizes, and assesses both strategic and operational demands and provides a single place to manage all demand information. A demand is a formal proposal for work that has not yet been approved/funded.

Demand lifecycle / states. A demand progresses through stages such as Draft → Submitted → Screening → Qualified → (Deferred) → Approved → Completed. Key behaviors to memorize:

• Entering Screening automatically triggers a demand assessment, assigned to whoever moved the demand into Screening.
• The move from Screening to Qualified is manual — demands do not auto-advance when assessments finish.
• An approved demand can be converted into downstream executable work: a Project, Enhancement, Defect, Change, or an agile Epic.

Assessment & scoring. Demands are evaluated with question-driven assessments (the platform Assessment engine) to produce comparable scores (commonly a 1–10 scale, configurable). Risk, value, size, and strategic-alignment style scores feed prioritization.

Demand Workbench. The Demand Workbench is the visual, single-screen tool to review, score, compare, and bubble/matrix-chart demands so managers can decide which to activate vs. reject/defer. It supports drag-and-drop prioritization and side-by-side comparison.

Configuration topics likely tested: idea/demand state models and stage rules, assessment metric types and triggers, idea-to-demand and demand-to-project field mapping, demand workbench configuration, roles (idea_user, idea_manager, demand_manager), and the Idea Portal record producer/UI.