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Why make a self-assessment?

  • Because it provides a selfportrait of the current state;
  • Because it helps identify areas of your business you wish to improve and develop untapped potential;
  • Because it gives you a reference dashboard that allows you to prioritize your future actions;
  • Because it allows you to establish your action plan, which will help your company achieve its goals.


  • Fill each section at your pace, you can return to the self-assessment whenever you want with your login and password
  • Give yourself an incremental amount of points between 0 and 10 for each statement
  • The “Help” links in the statements provide reference points to guide thinking and assist the participant to identify the clues from the text.
  • With each fully completed section, a link “Check your results” allows you to graphically view your level for each section filled
  • If a question seems ambiguous, answer to the best of your knowledge
  • Need help? contact us:

When you make the auto-evaluation and choose between 0 and 10, in that moment you note what has already been achieved en route towards the untapped potential of your business. It is from these assets that you will be able to anticipate the future, target your growth objectives and define in which axis of innovation you want to become better!

Your Self-Assessment*


1. Innovation

1.1 - Creativity and Innovation Processes
1.1.1 - Culture of experimentation exists: Assigned responsibility for ideas and innovations
1.1.2 - Rigorous evaluation and monitoring of the achievement of accomplished innovations occurs
1.1.3 - The Strategic Intelligence System is effective
1.1.4 - A process for managing the development of newly launched products is in place
1.1.5 - The budgets allocated to research and development are aligned with the strategic orientations of the company?
1.1.6 - Losses associated with abandoned innovation and research projects are tracked
1.1.7 - Adaptation and creativity are valued
1.1.8 - Capacity to innovate. Allow 1 point per resource.
1.1.9 - Business intelligence and the analysis of web results is an integral part of innovation strategies
1.1.10 - The percentage of sales revenue allocated to R&D.
1.1.11 - Various departments benefit from innovation process. Allow 10% for each.
1.1.12 - Established innovation policies exist
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.
1.2.2 - Something new has been developed in the past year
1.2.3 - One or more innovations is being developed through outsourcing
1.2.4 - Intellectual property (IP) transfer agreements have been signed with employees and consultants
1.2.5 - Confidentiality agreements with stakeholders are recorded
1.2.6 - Over the next year, we are integrating new tools and technologies with innovative infrastructures
1.2.7 - Digital security during transformation is part of the innovation process

2. Strategies

2.1 – Corporate strategies
2.1.1 - Our strategic development plan is measured and reviewed annually
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
2.1.3 - IP is considered in all components of the business model and specified in the growth plan
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 ?
2.1.5 - Special teams are assigned to change management or specific processes to restructure
2.1.6 - Partnerships that support creativity and innovation
2.1.7 - Back-up plans mitigate risk from the loss of a partnership.
2.1.8 - You know which competitors are working with your suppliers on innovation projects
2.1.9 - Distributors selected are working in markets developed by the competitors
2.1.10 - Distribution channels are clearly defined based on exploitation of market segment (niches, geographic, etc.)
2.2 – Market strategies
2.2.1 - Market segments developed. Allow 1 point for each 10%.
2.2.2 - A strategy exists to creation of new markets through digital technologies
2.2.3 - Creation of new geographic markets
2.2.4 - The national market represents what % of sales?
2.2.5 - Our strategic positioning and value proposition allow us to position our distinct factors in relation to the competition or the industry
2.2.6 - What percentage of revenue (vs distribution or licensing) are generated from direct sales?
2.2.7 - Anticipation of market saturation is considered in the marketing strategy
2.2.8 - Strategic alliances represent a percentage of income
2.2.9 - Analysis of the competitive environment / intelligence is conducted routinely

3. Value offer

3 – Value offer
3.1 - The value proposition is clearly defined for our product/services offering
3.2 - Market segmentation validated and supported by risk assessment analysis
3.3 - Profits and losses are managed and adapted for each market
3.4 - Our unique selling proposition provides a window of opportunity ahead of the competition

4. Planning

4.1 – Strategic plan
4.1.1 - Business model strategy exists for each innovation
4.1.2 - Our IT solutions are adapted to the growth and arrival of Industry 4.0
4.1.3 - An annual review of the HR needs management and planning processes is reviewed and revised on an ad hoc basis
4.1.4 - Internal and external communications plans are developed in response to all business strategies
4.1.5 - A risk analysis with contingency plan are in place (Computer Security, external attacks, internal attacks, employees)
4.2 – Revenue / Financing
4.2.1 - A financial growth strategy is defined for each innovation project
4.2.2 - A financial analysis based on the costs of obtaining the quality of the results produced by the processes is carried out
4.2.3 - A financial growth strategy is defined for each innovation project
4.2.4 - What is the percentage of sales revenue is linked to innovation
4.2.5 - Targeted financial partners participate in growth
4.2.6 - Required needs (fixed assets, capital, etc.) are defined in terms of the innovation portfolios
4.2.7 - The provisional balance sheets present an adequate reflection of the sector activity according to the maturity of the business (ratios, benchmark)
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.
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
4.3.3 - Internal Audit: We analyze the contribution to adding value of the activities of the different processes
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)
4.3.5 - A financial growth strategy is defined for each innovation project
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
4.3.7 - Follow-up of the application of new procedures is ensured
4.3.8 - Efficiency of the supply chain logistics are analyzed and documented
4.3.9 - Productivity and factory improvement occurs (e.g., automation or robotics)
4.3.10 - The supply of resources is ensured throughout the value chain of suppliers
4.3.11 - A system to anticipate the shortage of key resources is documented
4.3.12 - The organization is in regulatory compliance
4.3.13 - Social and environmental responsibilities (CSR) are reinforced by monitoring policies and procedures
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
4.4.2 - A culture of innovation exists within the organization
4.4.3 - Our employees are mobilized, trained and well prepared to face organizational changes
4.4.4 - Recruitment of technical staff and of talented creatives is aligned with strategic plans
4.4.5 - Integration of new employees proceeds smoothly
4.4.6 - An information system management policy is in place (integrity, confidentiality, traceability, authentication, responsibility)
4.4.7 - Training and continuous development of creative talent skills is provided
4.4.8 - Employee training costs are part of organizational change processes or equipment changes

5. Customer Experience

5.1 – Commercialization
5.1.1 - Our digital platform traces customer journeys through communication channels
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.
5.1.3 - Measuring the experience; We evaluate the acquisition cost of new customers (conversion rate analysis, including our inbound marketing strategies
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
5.2.2 - Inbound Marketing : The conversion rate analysis from prospect to sale is evaluated including our marketing strategies

6. Sales / Customer service

6 – Sales / Customer service
6.1 - The sales cycle is well defined
6.2 - New products increase sales
6.3 - Every stage of your sales cycles is clearly documented
6.4 - A well-defined methodology has been developed to insure the progression and conclusion of complex sales
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
6.6 - A dashboard displays current orders and purchase history
6.7 - Growth: We have the production capacity to offer customers new quality products and break into new markets
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
6.9 - Customer retention : When a customer relationship threatens to deteriorate, we have a back-up strategy in place

7. Digital Strategy

7.1 – ICT (Information & Communications Technology)
7.1.1 - Our ICT technologies accommodate growth and arrival of industry 4.0
7.1.2 - Various ICT technologies are effectively employed (media, cloud computing, big data)
7.1.3 - E-commerce and Business Intelligence (BI) result analysis is an integral part of our business.
7.1.4 - Our dashboards are maximized with real-time data
7.1.5 - Voice of customer: We measure customer satisfaction to ensure standards aligned with expectations, and to identify opportunities to innovate
7.2 – CRM-ERP
7.2.1 - Every stage of your sales cycle is clearly documented
7.2.2 - The use of digital technology creates value for your business
7.2.3 - We want to clone our best salesperson
7.2.4 - Our service is personalized
7.2.5 - Our customer research identifies the right opportunities for innovation
7.2.6 - The spin-offs of digital projects are S.M.A.R.T.