What is Prioritization Helper?
Prioritization Helper is a Salesforce decision-making app that uses mathematical frameworks to decide the most rational result. Prioritization Helper enables users (internal and external) to reach group or individual decisions that minimizes bias and saves results for future review. It’s 100% Salesforce Native and built on the Lightning Framework.
How does Prioritization Helper work?
There are a few situations that may need different types of decision making processes: winner-take-all (pairwise comparisons) or matrix scoring (coming soon).
Where do I go to get help?
Training & Support documents here.
Contact us with questions here.
What is your release process?
Our release documentation process can be found here.
Will you customize any part of Prioritization Helper for my team?
Yes, we provide Development Services at an additional cost to customize our apps.
What security do I have with Prioritization Helper and Passage Technology?
Answers to our frequently asked security and data processing questions can be found here.
Questions about Pairwise Comparisons
What is a Pairwise Comparison used for?
For a winner-take-all situation, there may be many options, but only one choice will be decided. Some use cases include hiring a candidate from a group interview, software selection, or deciding what restaurant will cater a company event. More use case suggestions here.
We solve these issues with a pairwise comparison. Pairwise comparison requires four types of inputs:
- Your group’s consensus on the short list of factors/criteria
- Your group’s consensus on the short list of alternatives
- Your individual opinion on the importance of factors/criteria
- Your individual opinion on how well each option evaluates to the factors/criteria.
How do Pairwise Comparisons work?
Prioritization Helper builds a hierarchy model with – decisions (the goal) which are made from available options (alternatives), that can be chosen based on the impact of various factors (criteria).
You need a team to finalize your group’s consensus on the criteria to evaluate against, as well as the short list of alternatives.
Prioritization Helper then automatically generates the model’s criteria and alternative mappings into pairwise comparisons, so participants can easily “weigh out the options.”
To eliminate deadlocks, Prioritization Helper pairs criteria against each other for individuals to rate the importance of each.
Why not just take a vote? After all, wouldn’t it be faster and easier to send a poll to everyone?
Humans are imperfect beings. There are plenty of obstacles that get in the way of rational reasoning such as cognitive bias, sunk cost fallacy, or deciding with emotions and backing up with logic later.
While it’s possible to hold a vote for stakeholders, they might not make the most sound decision, or even pick the decision that truly holds all of their values.
By relying on the Analytical Hierarchy Process (described below), it will do all of the calculations and work for you, ranking the most optimal choices for each individual. And the results may not always be what you’d expect if it was a simple poll where you input your answer.
What is the algorithm behind how Pairwise Comparisons works?
Prioritization Helper uses the Analytic Hierarchy Process (AHP) to deliver a bias-free result when your team is trying to make a decision using pairwise comparisons.
AHP is a decision making method created by Thomas L. Saaty to organize complex decisions by using both math and psychology. AHP helps teams and individuals find the best solution to their problem by considering the goal and weighing all alternatives. “Rather than prescribing a "correct" decision, the AHP helps decision makers find one that best suits their goal and their understanding of the problem. It provides a comprehensive and rational framework for structuring a decision problem, for representing and quantifying its elements, for relating those elements to overall goals, and for evaluating alternative solutions.”
What is the Inconsistency Rating?
This percentage will show people’s biases or mistakes. The higher the percentage, the more their results don’t line up with each other. You should aim to have your score under 10%, however you can move on to the next step no matter what score you get. This just gives you a chance to go back and fix any mistakes, or think about your choices longer.
What is a “What-if” Analysis?
When running the final results, you will have the option to conduct a “what-if” analysis. Here you can exclude certain criteria that may no longer be relevant, or was deemed least important by everyone. This will re-calculate the results excluding the criteria unchecked, and final results may change based on this new information.
How do I invite an external user?
Whether not your team member has a Salesforce license, they can still participate. However, outside users are limited to evaluation only (inputting weights to defined pairwise comparisons), rather than configuring pairwise comparisons.
You can find the section on external evaluation setup and invitations in the admin guide here.
Can I change users’ access settings?
Yes, we have an Access Restriction module. This feature leverages Apex Managed Sharing, which is only available in certain Salesforce editions. Please reference the “Required Editions” section on this page for a list of supported editions.
You can find the section on Access Restriction in the admin guide here.