The Impacts section of Serendata allows you to home in on Impacts across a Project and all their relevant detail. It allows data to be displayed in different views and strategic ways so that it can inform any decision-making, resource allocation, and stakeholder engagement.
When implementing change, understanding the types and severity of impacts is essential but, so is stepping back to see the bigger picture. A high-level assessment of Change Impacts allows organisations to gauge the overall effect of a transformation initiative, prioritise focus areas, and ensure the right mitigating actions are in place.
By summarising Impacts across key groups (such as People, Process and Technology) and viewing them in different ways (such as by Location or Business Area) —patterns, dependencies, and risks can be identified that might not be apparent when looking in isolation.
This article details how to:
Utilise all four parts of the Impacts section of Serendata – High Level Impacts, High Level Impact Summary, Detailed Impacts and Impact Assessment.
Step | Action |
1 | Click on the left-hand side of the screen. This field displays the status for each Action – Red, Amber or Green |
There are 4 tabs within Impacts that are then available to End Users.
Field | Description |
High Level Impacts | This tab lists all High-Level Impacts assigned to a Project. Key information stored on each one include Name, Description, Impacts and Note Count |
High Level Impact Summary | This tab displays the High-Level Impacts in graph form |
Detailed Impacts | List of all Impacts with further detail – Reference Number, Name, description, status and date. The actual impact of each change is also described here |
Impact Assessment | Displays Impact data in a variety of graphs and charts that allow you to home in on different aspects of the Impacts and view them in different ways |
High Level Impacts
The High-Level Impacts Tab allows you to see a list of all High-Level Impacts on a Project. Information displayed on each Impact is as follows:
Field | Description |
Name | This field displays the Name of the High-Level Impact |
Description | This field displays a Description of the High-Level Impact |
Impacts | This field displays the Labels attached to each High-Level Impact. Note: Labels allow data to be grouped and classified as required on a Project. Data could be grouped by People, Location or Process |
Note Count | This field displays a count of the number of notes that have been added to the Impact directly |
There are a range of buttons available from within this tab. Note: Most of the buttons will remain greyed out until a High-Level Impact in the list is selected. To select a High-Level Impact, select the required checkbox. The table below details each icon:
Icon | Description |
 | This icon represents Create. This icon allows you to create a new Impact Group. Clicking it will open a Text Field to enter the name. |
 | This icon represents Review. This icon allows you to review a High Level Impact. You will also have the option to add a note for the review. |
 | This icon represents Link to Impacts. This icon allows you to link a High Level Impact to another Impact. |
 | This icon represents Delete. This icon allows you to Delete a High level Impact. |
 | This icon represents Duplicate. This icon allows you to Duplicate a High Level Impact. |
 | This icon represents Export. This icon allows you to Export a High Level Impact. It will be exported as a downloaded .csv file. |
 | This icon represents Text Wrap. This icon allows you to wrap the text of a High Level Impact. This will allow you to see all text without expanding the columns. |
 | This icon represents Clear Filters. This icon allows you to clear any filters that may be active on any of the data. |
 | This icon represents Reset Columns. This icon allows you to reset the columns back to their original state, removing any edits made to them. |
In addition to this, hovering over any column title in the list of High Level Impacts will produce a Menu button (
). This then opens a pop-up window which provides the opportunity to edit columns, filter or search.
With the original Menu tab selected, the user can execute a number of actions.
Pin Column – allows you to pin the selected column to left or right.
Autosize This Column – allows you to autosize the column back to default size
Autosize All Columns – allows you to autosize all columns back to default size
Reset Columns – allows you to reset columns back to their original state, removing all edits made to them (like the Reset Columns icon).
With the middle Filter tab selected, you can apply a filter from the drop-down menu to the High-Level Impacts.
With the right-hand Columns tab selected, you can search for a particular column, or select or deselect any of the available columns. This effectively hides or unhides a particular column. In the example above, all columns are selected, and therefore visible. To hide a column, you can deselect the checkboxes accordingly.
To the right of the screen, there is also a text input field which allows you to Search for a particular High-Level Impact in the list, if preferred.
High Level Impact Summary
The High-Level Impact Summary tab displays the High-Level Impacts in graph form.
To view further Impacts data, simply click the relevant part of the bar. This will take you to the Detailed Impacts Tab, with a list of Detailed Impacts related to the High-Level Impact clicked on.
You can tell the data is filtered because the Clear Filters icon in the Button Bar is active, instead of greyed out. When the data is unfiltered, the Clear Filters icon is greyed out.
Detailed Impacts
The Detailed Impacts tab displays a list of all Impacts in detail
Information displayed on each Impact is as follows:
Field | Description |
Ref No | This field displays a unique system-based reference number for each Impact |
Name | This field displays the name of the Impact |
Description | This field contains a free text box in which you can enter a brief description of your created impact |
As Is | This fields displays information on the current business process to which the Impact relates |
To be | This field displays information on the new business process to which this Impact relates |
Gap | This field displays information on what the actual business gap is |
Status | This field displays the status for each Impact. The various statuses that can be displayed within this field are: Cancelled, In Progress, On Hold and Completed |
Start Date | This field displays the date on which the Impact was captured or the date on which the Impact is active. This field can be used as required on the Change Management Project |
End Date | This field displays the resolution date for a particular Impact |
Owner | This field displays the person responsible for the Change Impact |
Impact Types | This field displays the type of Impact. The various Impacts that can be displayed within this field are: Behavioural, Logistics, Process-TEST, Role, Systems, Training and Ways of Working |
Impact Level | This field displays the level of each Impact. The various Risk Categories that can be displayed within this field are: High, Medium and Low |
No. Impacted | This field displays the number of people Impacted. This field can be left empty unless otherwise specified |
High Level Impacts | This field displays the linked High-Level Impacts. This column serves as the location where these Impacts will be shown. Correspondingly, these linked High-Level Impacts will be reflected in the Detailed Impacts column under the High-Level Impacts tab |
Impact Assessment
The Impact Assessment tab displays Impact data in a variety of graphs and charts that allow the user to home in on different aspects of the Impacts.
Total Impacts refers to a metric that displays the total ‘number’ of active Impacts within an Organisation, displayed within Projects. In the above example, there are 7 Impacts entered across all Projects. Impact Levels: Each one of the Impacts are grouped into Risk Categories – High, Medium, Low and Unknown, which are colour coded according to the key. When you hover over the ‘doughnut’, you will see the Impact number for each category. Clicking any section of the ‘doughnut’ will also take you to a filtered list of relevant impacts and their detail, in the Detailed Impacts tab.
Gap Analysis indicates the percentage difference between the current and desired states in data completion. In the above example, 65% of all Impacts data has been completed. When you hover over the doughnut, the green section determines the number of Impacts completed on heatmap, and the grey section determines the number of Impacts not shown due to missing data. You can understand more about what data is missing in the graphs below.
The four graphs displayed show the Impacts assessed in four different ways – by Type, by Location, by Business Area and by Owner. The same colour key regarding High, Medium, Low and Unknown impacts is used throughout, with the data displayed in different ways.
The top right hand of each graph also features a gap analysis. This is where you can find further detail about what data is missing – once again, the grey section of the ‘doughnut’ determines the number of Impacts missing data in each particular area (i.e. Type, Location, Business Area, Owner).
Clicking any coloured data element in any of the four graphs or their subsequent ‘doughnuts’ will open a new filtered tab in Detailed Impacts, listing the related Impacts.
You can filter the data in the Impact Assessment tab further by using the Filter button at the top right of the page.
Clicking the Filter button displays further options to filter the data by. Clicking any of these options brings up a new window where you can choose relevant filters, using a checkbox, or search for one using the input text field provided.
For example, the above image shows the available filter options for filtering by Location.
If a filter is applied to the data, a (1) will appear next to the category.
Once filters have been selected, the Clear Filters button can be used to clear them and return to the full data set.
This completes the guide for High Level Impact Summary and Impact Assessment.
