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Connected applications
- How to create a ProjectOrbit project from an improvement (and improve from project lessons)On the case choose Create ProjectOrbit project (one per case, with the case's objective, outcome, sponsor and dates passed). In a project's lessons register choose Improve; in its issues register choose Raise operational problem.
- How to link a Governance & Assurance finding (Create CAPA, Raise operational problem)On the finding in Governance & Assurance, the OpsCatalyst panel offers Create CAPA (one per finding) and Raise operational problem. A CAPA verified as effective tells the finding's owner it is ready for governance verification; it never changes the finding's status.
- How to link an off-track KPI to an improvementOn the measure in StrategyPulse choose Create improvement opportunity, or on a case choose Related → Link a measure. KPI values and targets are read live and stay in StrategyPulse; an outcome not realized offers Start improvement case.
- How to link customer signals (CRM) to an improvementOn an opportunity, problem or case choose Related → Link a customer (a CRM company or deal). Deals lost for one reason suggest one candidate with counts only. People without Dealflow access see that a customer is linked, never who.
- How to start a value study from an improvementOn the case's Countermeasures and approval tab choose Start value study (one study per case, with the problem, process, root cause and alternatives passed), or Related → Create value opportunity. Realized value from the ValueLens verified ledger shows on the Verification tab.
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