Great news! You’re ready to start reaping the benefits of centralised Change Management.

Setting up and logging in to your account

First things first, we need to set up your login details. To do that, you need to follow the link in the introductory email you received. You will then be taken to an Okta set-up page (Okta is who we use for our identification), and you will be able to set up your password and security questions.

Once you have completed all the steps and set up your credentials, head back to the introductory email and click on that link to be directed to the Insight login page.

Support

Before we get into setting up your Organisation, there are two very important pages that you need to be aware of. If you get stuck with anything while using Insight, you have two options:

Data you will need to set up the system

You now have access to your account and can begin setting up your Organisation!

To begin with, you will need to set up your Organisation, as this is the overarching data that will be associated with everything you do within the system.

To learn more about setting up your Organisation, go to the Set up your organisation section in the Help Centre.

The information you will need to set up your Organisation is:

Business Areas

Now that we have all the Organisation details in, next up is mapping out your Business Areas. This is important as this will affect all your reporting, so have your organisational chart available to map this.

TIP – If you have a system that holds accurate information about business areas, please speak to the Serendata team about whether a data integration is possible to minimise master data maintenance.

Head to the Create and manage Business Areas article for a step-by-step walkthrough of how to set them up.

Locations

Up next is adding your locations; this is going to be vital to your reporting and showing the geographical impacts. Follow the instructions in this help article for a walkthrough – Create and manage Locations.

Roles

Next up is Job Roles. Once these are done and you begin uploading Stakeholders, it will all make sense as to why we have inputted this information first. We will then essentially join up all of the dots for the most accurate reporting.

TIP - a BPML can be helpful for a consistent approach to role definition when uploading all of the roles into the system. Head to this article for a detailed walkthrough of how to upload them – Create and manage Roles.

Impact and Action Types

Impact and Action Types tend to differ from business to business, so we leave you with the flexibility to add and change as many Types as you feel fit. These are best set at an organisational level as part of a process of standardisation to ensure that reporting is consistent throughout.

Stakeholders

Now it is time to join up the dots within the system. When adding a Stakeholder, you essentially work backwards and assign the Stakeholder to a Role and then a Business Area, and this gives you the most pragmatic overview of that Stakeholder and their position and associated area.

We have a great help section for all things Stakeholders. Head to Understand your Stakeholders to take a look.

To get started uploading your Stakeholders, follow the instructions in the following help article – Create an individual Stakeholder or Audience.

Users

Finally, we get to Users. This is for internal use only, and is where you can give access to other members of your Team or people who also need access to the data.

It is super easy to invite someone into the system; simply click on ‘Invite User’ and follow these four steps:

Once you have followed those steps, simply click save and an email will be sent to them so they can set up their account and login.