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Investment on an Improvement

STOP: Is the Advanced ROI module active for your organization?

 

If you invested Finance, Time, or Resources in implementing an Improvement, you may have wanted to be able to indicate that on the Improvement itself. With the latest version of KaiNexus, you can!

Investment_resolution.jpg

 

To create Investment Types and add them to any of your templates, reach out to your Customer Experience Lead.

 

How can it be customized?

Each Investment Type can be customized independently of the others, and those changes will be reflected on each template using that Type.

An Investment Type can be customized in the following ways:

  • It must have a name and can optionally have a description that can be seen by hovering over its name when Resolving an Improvement.

  • You can pick between three categories - Financial, Time, and Resource.

  • You can include Location Splitting, making it required or optional.

  • You can include as many Attributes as you need.

 

How do you do it?

When resolving an Improvement, fill out the impact section as you normally would, then:

  • Open the “Investment” section, if it is closed.

  • Check the box next to the Investment Type you want to add, then click 2018-05-02_1511.png.

  • In the resulting window, record the investment.

    • If you’re recording a Financial Investment, decide if/how the investment recurs, enter the amount spent, explain how you based that calculation, fill out any Attributes if any are listed, and select an Investment Location if that option is available for this Investment Type.

    • If you’re recording a Time Investment, select what kind of person’s time was used and how many of them, decide if/how the investment recurs, enter the amount of time spent, explain how you based that calculation, fill out any Attributes if any are listed, and select an Investment Location if that option is available for this Investment Type.

    • If you’re recording a Resource Investment, select which resource was used, decide decide if/how the investment recurs, enter the amount of resource that was spent, explain how you based that calculation, fill out any Attributes if any are listed, and select an Investment Location if that option is available for this Investment Type.

    • Click 2018-04-30_1131.png to record the investment.

  • Click 2018-05-02_1536.png to resolve the Improvement. The investment data will be listed in the Improvement’s Resolution section.

 

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