How to get the most out of your Workspace: A Practical Guide for Getting Started
Wovex Workspace is your one version of the truth about Benefits. It will save you lots of time and effort and replace the use of many different tools (Excel, Word, SharePoint or PowerPoint) while combining your maps and register of information, all in one place. Designed to manage benefit identification, categorisation, prioritisation and management, the Workspace brings your teams together and consistency to your information.
Here’s an overview to help you dive in and make the most of your Wovex Workspace.
Wovex Workspace Video Includes:
Timeline
00:00 Introduction
00:47 Add Items to the Workspace
01:06 Add a Measure with AI
01:32 Relate your items
01:54 Finding your Workspace
02:45 Add items in bulk
03:06 Filter and search
04:18 Details screens for consistency
04:51 Measure Packs and AI generation
05:37 Summary
Getting Started with My Workspace
Understand how to navigate, organise, and define your data in Wovex
My Workspace is the heart of Wovex. It’s your main register where you track and manage everything involved in your benefits realisation approach, Benefits, Measures, Initiatives, Goals, and more. This guide introduces you to the structure, tools, and terminology that help you capture, connect, and communicate value.
1. Functions of My Workspace
Your Workspace is your master list of Items across your programme or organisation. It helps you:
Search, sort, and manage all Items in one place
Maintain clarity and consistency
Align teams around structured data
2. Bookmark and Watch Items
Use Bookmark to pin important Items for quick access.
Use Watch to stay notified when someone edits those Items.
This helps you stay on top of the changes that matter most.
3. Use +Existing to Show Items in Maps
When building maps, you can reuse any Items already in your Workspace.
This ensures consistency and avoids duplication.
4. Detail Screens
Every Item in your Workspace has a detail screen where you can:
Enter key fields like titles, descriptions, and owners
Link Items to others
Define field types and statuses
You can edit these directly to keep information fresh and structured.
5. Edit All
Need to update multiple Items at once? This is available on mamy columns within your Workspace.
However, if the field you want is locked at this level, use Actions > Edit All for quick updates, great for mass reviews and categorisation.
6. Essential Item Types – Definitions and Use
Benefits
The outcomes you aim to realise. Wovex supports a flexible view of Benefits using the MEDIC model: Maintain, Eliminate, Decrease, Increase, Create.
💡 Phrase Benefits in the past tense to place yourself in the future—e.g. “Time to locate equipment reduced” or “Staff retention improved.”
Standard Measures
A standardised way of expressing how you will track change in a Benefit.
Describes what is being measured
Used to create Tracking Measures
Standard Measure fields include: Title, Description, Unit, Collection Method, Targets, Frequency, and Direction (whether up or down is desirable).
Initiatives
Initiatives represent the source of value—the things you do to realise change.
These might be:
Projects, programmes, or portfolios
Contracts, phases, teams, or even stakeholder groups
Initiatives are essential to tracking in Wovex. You can link Standard Measures to any Initiative to create Tracking Measures. This ensures data is specific, avoids double-counting, and supports accurate value attribution at any level, ready to be summed up when needed.
Tracking Measures
Tracking Measures hold the actual numbers—baseline, target, and forecast—for a specific Initiative.
They are built by combining a Standard Measure with an Initiative.
Wovex auto-generates the title and ID (e.g. “Time to find info for New Ways of Working”).
This makes it easy to understand what’s being measured and avoids naming complexity.
Tracking Measures help:
Track the progress of each Initiative
Attribute value clearly
Compare performance across the organisation
7. Introducing Relationships
Relationships let you link Items and show contribution.
For example:
An Initiative contributes to a Benefit
A Benefit contributes to the delivery of a Strategic Goal
Wovex supports two types of relationships:
Visual Relationships
Created in benefit maps
Flexible, intuitive, and optional
Help tell the story of cause and effect
Can be formalised later
Formal Relationships
Essential for reporting and analysis
Used across Wovex screens to calculate and explore connections
Maintained separately from maps
Some can be auto-created from maps to save time
8. Creating and Managing Relationships
To create or update data relationships:
Go to Clarity > Connection Explorer
Select an Item Type (e.g. Benefits) and see all its linked relationships
Use the +New button to create new connections
Use the red delete button to remove obsolete links
This is useful when preparing for mapping, reporting, or validating your value model.
9. Reviewing and Confirming Links
Once relationships are in place, you can review and confirm them by:
Using Connection Explorer to see all data connections
Checking the contribution links in Maps
Aligning Items through Value Agreements to reflect real commitments
This helps turn working assumptions into clearly recorded, agreed links—improving confidence and traceability across your programme.