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Your Self-Assessment

Your objectives

Innovation
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Dashboard: %
Strategies
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Dashboard: %
Value offer
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Dashboard: %
Planning
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Dashboard: %
Customer experience
Self-Assess.: %
Dashboard: %
Sales / Customer service
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Dashboard: %
CRM-ERP
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Dashboard: %

Your Dashboard

 

1. Innovation

1.1 - Creativity and Innovation Processes
1.1.1 - Culture of experimentation exists: Assigned responsibility for ideas and innovations

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1.1.2 - Rigorous evaluation and monitoring of the achievement of accomplished innovations occurs

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1.1.3 - The Strategic Intelligence System is effective

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1.1.4 - A process for managing the development of newly launched products is in place

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1.1.5 - The budgets allocated to research and development are aligned with the strategic orientations of the company?

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1.1.6 - Losses associated with abandoned innovation and research projects are tracked

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1.1.7 - Adaptation and creativity are valued

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1.1.8 - Capacity to innovate. Allow 1 point per resource.

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1.1.9 - Business intelligence and the analysis of web results is an integral part of innovation strategies

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1.1.10 - The percentage of sales revenue allocated to R&D.

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1.1.11 - Various departments benefit from innovation process. Allow 10% for each.

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1.1.12 - Established innovation policies exist

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1.2 - Intellectual property
1.2.1 - Number of Patent applications for registration, trademarks, domain names, copyrights, industrial designs have been filed. Allow 10% per application.

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1.2.2 - Something new has been developed in the past year

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1.2.3 - One or more innovations is being developed through outsourcing

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1.2.4 - Intellectual property (IP) transfer agreements have been signed with employees and consultants

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1.2.5 - Confidentiality agreements with stakeholders are recorded

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1.2.6 - Over the next year, we are integrating new tools and technologies with innovative infrastructures

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1.2.7 - Digital security during transformation is part of the innovation process

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2. Strategies

2.1 – Corporate strategies
2.1.1 - Our strategic development plan is measured and reviewed annually

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2.1.2 - The strategic objectives and operational issues are reviewed by the executive committee, which participates in discussions on the future and innovative projects

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2.1.3 - IP is considered in all components of the business model and specified in the growth plan

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2.1.4 - Quels sont les coûts et bénéfices générés pour l'entreprise par notre Propriété intellectuelle (PI) ? Avons-nous une stratégie "VAST : Valorisation des applications secondaires des technologies" soit par vente de licences ou partenariats secondaires ?

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2.1.5 - Special teams are assigned to change management or specific processes to restructure

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2.1.6 - Partnerships that support creativity and innovation

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2.1.7 - Back-up plans mitigate risk from the loss of a partnership.

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2.1.8 - You know which competitors are working with your suppliers on innovation projects

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2.1.9 - Distributors selected are working in markets developed by the competitors

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2.1.10 - Distribution channels are clearly defined based on exploitation of market segment (niches, geographic, etc.)

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2.2 – Market strategies
2.2.1 - Market segments developed. Allow 1 point for each 10%.

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2.2.2 - A strategy exists to creation of new markets through digital technologies

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2.2.3 - Creation of new geographic markets

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2.2.4 - The national market represents what % of sales?

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2.2.5 - Our strategic positioning and value proposition allow us to position our distinct factors in relation to the competition or the industry

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2.2.6 - What percentage of revenue (vs distribution or licensing) are generated from direct sales?

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2.2.7 - Anticipation of market saturation is considered in the marketing strategy

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2.2.8 - Strategic alliances represent a percentage of income

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2.2.9 - Analysis of the competitive environment / intelligence is conducted routinely

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3. Value offer

3 – Value offer
3.1 - The value proposition is clearly defined for our product/services offering

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3.2 - Market segmentation validated and supported by risk assessment analysis

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3.3 - Profits and losses are managed and adapted for each market

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3.4 - Our unique selling proposition provides a window of opportunity ahead of the competition

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4. Planning

4.1 – Strategic plan
4.1.1 - Business model strategy exists for each innovation

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4.1.2 - Our IT solutions are adapted to the growth and arrival of Industry 4.0

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4.1.3 - An annual review of the HR needs management and planning processes is reviewed and revised on an ad hoc basis

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4.1.4 - Internal and external communications plans are developed in response to all business strategies

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4.1.5 - A risk analysis with contingency plan are in place (Computer Security, external attacks, internal attacks, employees)

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4.2 – Revenue / Financing
4.2.1 - A financial growth strategy is defined for each innovation project

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4.2.2 - A financial analysis based on the costs of obtaining the quality of the results produced by the processes is carried out

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4.2.3 - A financial growth strategy is defined for each innovation project

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4.2.4 - What is the percentage of sales revenue is linked to innovation

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4.2.5 - Targeted financial partners participate in growth

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4.2.6 - Required needs (fixed assets, capital, etc.) are defined in terms of the innovation portfolios

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4.2.7 - The provisional balance sheets present an adequate reflection of the sector activity according to the maturity of the business (ratios, benchmark)

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4.3 – Productivity / Operations
4.3.1 - Change management processes are engaged for internal implementation of the launch of an innovation or a new approach in the company.

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4.3.2 - A mapping of the processes according to the flow of the materials, the work and the information makes it possible to create the links between the various elements of the production

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4.3.3 - Internal Audit: We analyze the contribution to adding value of the activities of the different processes

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4.3.4 - Standards, procedures, processes and compliance plans are documented and specified. They are in force and reviewed periodically (LEAN, Six Sigma, ISO, HACPP, Risk Assessment, other)

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4.3.5 - A financial growth strategy is defined for each innovation project

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4.3.6 - An expert in data analysis and automated information makes it possible to share the results punctually and anticipate changes to improve productivity

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4.3.7 - Follow-up of the application of new procedures is ensured

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4.3.8 - Efficiency of the supply chain logistics are analyzed and documented

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4.3.9 - Productivity and factory improvement occurs (e.g., automation or robotics)

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4.3.10 - The supply of resources is ensured throughout the value chain of suppliers

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4.3.11 - A system to anticipate the shortage of key resources is documented

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4.3.12 - The organization is in regulatory compliance

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4.3.13 - Social and environmental responsibilities (CSR) are reinforced by monitoring policies and procedures

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4.4 – Human Resources
4.4.1 - A reward, recognition and performance management system is in place to develop a sense of ownership and retention of employees

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4.4.2 - A culture of innovation exists within the organization

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4.4.3 - Our employees are mobilized, trained and well prepared to face organizational changes

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4.4.4 - Recruitment of technical staff and of talented creatives is aligned with strategic plans

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4.4.5 - Integration of new employees proceeds smoothly

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4.4.6 - An information system management policy is in place (integrity, confidentiality, traceability, authentication, responsibility)

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4.4.7 - Training and continuous development of creative talent skills is provided

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4.4.8 - Employee training costs are part of organizational change processes or equipment changes

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5. Customer Experience

5.1 – Commercialization
5.1.1 - Our digital platform traces customer journeys through communication channels

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5.1.2 - Omni channel Marketing: To foster engagement and develop communication strategies, all stages of our sales process and customer service are clearly documented and automated.

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5.1.3 - Measuring the experience; We evaluate the acquisition cost of new customers (conversion rate analysis, including our inbound marketing strategies

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5.2 – Prospection
5.2.1 - An in-house expert is able to value market data, understand, predict, and then make decisions to contribute to competitiveness and customer service

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5.2.2 - Inbound Marketing : The conversion rate analysis from prospect to sale is evaluated including our marketing strategies

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6. Sales / Customer service

6 – Sales / Customer service
6.1 - The sales cycle is well defined

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6.2 - New products increase sales

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6.3 - Every stage of your sales cycles is clearly documented

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6.4 - A well-defined methodology has been developed to insure the progression and conclusion of complex sales

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6.5 - Our technological and competitive watch with inbound marketing enables us to capture the attention, detect and qualify prospects of interest to relay them to the sales department

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6.6 - A dashboard displays current orders and purchase history

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6.7 - Growth: We have the production capacity to offer customers new quality products and break into new markets

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6.8 - Optimizing the customer experience: The link between sales, the implementation of your solution and the after-sales service is mapped and integrated into the online data management system

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6.9 - Customer retention : When a customer relationship threatens to deteriorate, we have a back-up strategy in place

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7. CRM-ERP

7.1 – ICT (Information & Communications Technology)
7.1.1 - Our ICT technologies accommodate growth and arrival of industry 4.0

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7.1.2 - Various ICT technologies are effectively employed (media, cloud computing, big data)

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7.1.3 - E-commerce and Business Intelligence (BI) result analysis is an integral part of our business.

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7.1.4 - Our dashboards are maximized with real-time data

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7.1.5 - Voice of customer: We measure customer satisfaction to ensure standards aligned with expectations, and to identify opportunities to innovate

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7.2 – CRM-ERP
7.2.1 - Every stage of your sales cycle is clearly documented

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7.2.2 - The use of digital technology creates value for your business

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7.2.3 - We want to clone our best salesperson

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7.2.4 - Our service is personalized

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7.2.5 - Our customer research identifies the right opportunities for innovation

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7.2.6 - The spin-offs of digital projects are S.M.A.R.T.

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