Characteristics

Organizational Structure

  • Hierarchical governance: Multi-level decision-making (Level 0: steering group, Level 1: portfolio managers, Level 2: facilitators, Level 3: community contributors)
  • Portfolio organization: Multiple portfolios managed by dedicated portfolio owners
  • Clear roles and responsibilities: Distinct separation between strategic steering, portfolio management, facilitation, and contribution

Innovation Management Approach

  • Structured process: Projects follow relatively clear, sequential steps through an innovation funnel
  • Theme/topic clustering: Projects grouped by themes or topics to enable cross-learning within the organization and across portfolios
  • Phase-based progression: Projects move through defined phases with clear visibility on progress

Key Stakeholders

  1. Steering Group / Innovation Lead: Takes strategic decisions for the organization’s innovation direction
  2. Portfolio Managers: Manage portfolios based on strategic priorities set by steering group
  3. Facilitators: Guide projects through the innovation funnel and enable project teams
  4. Community Members / Contributors: Provide bottom-up input and execute project work

Portfolio Management

  • Dashboard visibility: Track number of projects, themes, phases, and contact persons
  • Bottom-up signal gathering: Collect innovation signals from various regions and departments
  • Shared task portfolio: Combine bottom-up signals into shared innovation tasks (opgaveportfolio)

Collaboration Characteristics

  • Structured collaboration: Defined workflows and approval processes
  • Theme-based learning: Projects within same theme can share learnings and insights
  • Centralized coordination: Portfolio and innovation leadership coordinates across multiple initiatives
  • Predictable timelines: Steps and phases are relatively clear, enabling better planning

Key Needs & Pain Points

Visibility & Governance Needs

  • Portfolio owners and innovation leads need to see:
    • Themes/clusters (including themes across other portfolios)
    • Dashboard with project count, themes, phases, and contact persons
    • Cross-portfolio theme insights

Platform Requirements

  • Task/signal management: Centralized location to gather bottom-up innovation signals
  • Portfolio dashboard: Overview of portfolio health and project distribution
  • Theme management: Ability to organize projects by themes and enable cross-learning
  • Progress tracking: Visual representation of where projects are in their innovation journey
  • Multi-level access: Support for different views and permissions for steering group, portfolio managers, facilitators, and contributors

Differentiators from Other Segments

Unlike more informal or distributed collaboration models, this segment is characterized by:

  • Formal governance structures rather than ad-hoc collaboration
  • Top-down strategic alignment with bottom-up signal gathering
  • Structured innovation funnel vs. open-ended exploration
  • Portfolio-level management vs. project-level focus
  • Organizational ownership of innovation themes vs. individual or community-driven initiatives