The two sides of…Idea Management Software

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Every organization has its own way of generating ideas, but unless the system is totally broken there is always a plentiful supply of good, bad, and indifferent ideas floating in the minds of its employees. The main problem organizations have is in tapping into those ideas in a way that allows the best ones to rise to the top. In top down organizations leadership designates priority areas to ensure focus but can miss the boat on big wins from disruptive innovation. Organizations that allow everyone to work on their own pet idea are rewarding innovation, but allow its impact to be diluted through extensive resource waste on repetitive and irrelevant ideas.

How can an organization get the best of both? Rather than reinventing the wheel to come up with a new system the most efficient path forward can be the utilization of an off-the-shelf idea management software like Spigit, Imaginatik, or Brightidea that encourages idea submission from all parts of the organization and that then commences an organized process of idea ranking to find the big opportunity areas. This avoids the pitfall of having too few people making a decision and missing out on a big opportunity – the crowd sourcing or stock market approach allows contributors to collaborate to build ideas up and move good ones forward. It also allows management to designate winning ideas to go forward and to be allocated the necessary resources to succeed. Besides these two benefits – involving all employees in the innovation process and ensuring proper focus and allocation – idea management systems also become a de facto filing system for ideas, making sure that work your organization has done in the past doesn’t get lost. Ideas that have been vetted and collaboratively generated are at the ready anytime you need a new innovation.

Idea management software won’t generate winning ideas for you – but it will simplify the process of managing innovation and will allow you to master your innovation pipeline.


Idea management software is becoming more and more commonplace in corporate environments and the number of different vendors producing and selling their own management platforms seems to increase every day.  Like all productivity tools they have their place and when used well can add tremendous value to an organization’s efficiency. However, idea management tools must be chosen very carefully and before beginning down this path you should consider the following:

Are you sure that the problem your company has is too many great ideas?  If your staff isn’t sure what to work on because they aren’t sure what (if any) are the good ideas then maybe idea management isn’t as important to you as an improved idea generation process

Are you sure that an idea management platform can cope with the shear number of ideas in your innovation portfolio?  Many platforms promote their ability to cope with large numbers of entries, but does the interface allow for the user to cope?

For platforms that promote some sort of crowd wisdom approach to idea management, are you sure that the software will be engaging enough to get a large number of people involved?  Crowd wisdom only works if there is a crowd.

Many platforms include mechanisms for contacting internal experts or require experts or management to comment for ideas to progress.  This works when the idea base is well targeted and relevant, but when a system becomes a catch-all for every half baked idea in the company, the contact mechanisms can rapidly become inbox spam turning off the very people who can contribute most to the system.

Like all productivity tools the adoption of idea management software has to drive a benefit for the company in the form of improved output (do more stuff), improved efficiency (do the same stuff with less people) or improved quality (do better stuff).  Do you know how to measure or realize this benefit for your innovation program?

In short, better idea management is a challenge that all innovation groups face but the system you chose must match both the quality and quantity of the ideas in your portfolio.  Just because it doesn’t have a URL doesn’t mean it isn’t cutting edge.

Playing the Fool for Innovation

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the FoolWhen most companies build their staff they focus on identifying the best talent in their industry, proudly trumpeting this as both a reason to join their company and for stockholders to take heart in their capacity to stay ahead of the competition. As discussed previously in this blog this can lead to a very narrow focus within a team, limiting diversity of thought. Can an organization work around this by finding someone that can force teams to stretch outside their comfort zones while still being a productive and regular member of the team?

In fact, the skills required for this role have been recognized for millennia. In mythology, stories are full of trickster gods that challenged the status quo, whose role seemed on the surface to be spreading discord. Take Loki from Norse mythology. In the stories, he appears to fill many roles and is even able to take many forms as a shape shifter. His role is not to govern but rather to disrupt and to agitate. Alternately the other gods love and hate him. The role of Loki is as an antagonist – his appearance in a story drives it forward and forces the other gods to take action. Even today scholars debate his intent in the stories – his presence still causing discord, discussion, and ultimately ideation. The trickster figure is complicated in myth – they are often seen as rule breakers, sometimes malicious and sometimes not, but often to positive effect. They are problem solvers and deliver solutions – often times being the source of the innovation of fire.

Even the stolid courts of the medieval period recognized this skill: the “fool” was expected to not only be funny, but to also deliver insightful and truthful commentary that would allow the leaders to more thoroughly see the world. This was the living embodiment of the trickster, an antagonist that creates change through disruption.

But what type of person can serve as the trickster or fool on your team? How can a person like this fit without being a disruption to the team and group dynamic. I would propose that this role can be filled by what we’d know as a generalist. The generalist is an individual with broad knowledge. Much like Thomas Jefferson or Benjamin Franklin they can fill multiple roles and careers in their life, having interests as broad as writing a new bible, creating a university, and governing the nation in the former case and writing and publishing (including the everything-you-ever-needed-to-know Poor Richard’s Almanack), amateur science, and diplomacy in the later case. The generalist has knowledge on a variety of topics, being conversant in them while having the ability to learn and acquire subject matter expertise quickly in order to leverage their broad base of knowledge.

The generalist must also have the confidence to speak up. This is because the generalist also benefits through naivety – unencumbered by the certain knowledge of the status quo they are able to call it as they see it. When an idea has no clothes, but those close to the industry or technology are unable to recognize it, the generalist can demonstrate true sight, asking questions and revealing truth that will allow others to recognize something that can (with hindsight) seem rather obvious.

Retaining this skill is difficult though. The generalist is at a disadvantage to peers with expertise and experience in a field and needs to have the confidence and personality to speak their mind in the face of a well-organized and entrenched opposition. Further, the complex nature of the Fools role requires them to be a very special individual, curious enough to question every detail, competent enough to understand a vast array of topics, skilled in communication to deliver their true message, and social enough to be welcomed into a team without being a threat. Ignoring this critical role can ensure that your team smoothly rockets toward mediocre innovation. Having a powerful voice in this role can boost the productivity and quality of output exponentially. The successful Osmotic Innovator knows how much resource a fool can save through practical knowledge, common sense, and deep insight. The question isn’t how to get rid of the fool on their team, but how to get more of them.

The Trap of the Knowledge Economy

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We take it for granted that we live in a world of data. Google and Facebook both rely on user data to drive their innovation and products while constantly creating new ways to collect and use that data. Facebook is a great example: “[it] has some 750 million users, half of whom log in every day. The average user has 130 friends and spends about 60 minutes a day tinkering on the network.”[1] Thanks to programs that allow them to monitor your every click the company is able to understand its consumer to an extent never before seen. In fact, it is now sometimes said that ‘Every second of every day, more data is being created than our minds can possibly process.’[2]

This new paradigm, what some term the ‘knowledge economy’, has spread into every industry and has quickly become a standard factor in internal product and innovation evaluations. We now have a wealth of information about our consumers that we can use for good . . . or bad. As well, consumers now know far more than they ever have before. For the Osmotic Innovator, it is important to understand how this happened and how it has impacted the way we should go about innovation.

In reviewing the impact of the knowledge economy on product development and innovation we don’t need to go to far into the past to find a time when data was not so easily obtained yet product development was undergoing a renaissance. At the turn of the century, after the industrial revolution had changed both the way consumers lived and companies grew, people like Ford and Edison made fortunes inventing new products that have since become iconic. But for every Ford and Edison success there were many failures – like Edisons’ automatic vote-tally system for Congress[3] – or a failed inventor whose radical ideas never were embraced in their time (think about Tesla). The number of failed innovations during this time period was enormous, just as some of the successes (the Model T and the Light bulb) were equally enormous. Without access to data, companies and inventors trusted their gut, valuing passion for a product as the driving force in creating and launching into the market.

Moving forward to the 1950’s & 1960’s one enters another golden age in product development in Western economies – the age of marketing. If you’ve ever watched an episode of Mad Men you know the stereotypes: bold marketers using data (and their intuition) to make new products successful by attempting to actually understand and meet new consumer needs. With a market already satiated by 50 years of new products and innovation, companies saw segmentation of markets and use of data to identify the best and safest product launches as one way to obtain a competitive advantage. Data was available and used, but it wasn’t the primary driving factor in innovation. Did this increase the number of product successes or the ratio of product success versus failure? We know that product launch success was actually higher in the 1950’s than now, but don’t have the data to understand how this stacks up against earlier periods.[4]

Fast forward 50 more years to present day – the era of the ‘knowledge economy’. Vast improvements in computing have allowed equivalent improvements in analysis and theory. No product is launched by a large company without extensive vetting through any number of market research toolkits and analytical systems. Consumers are split into segments and dissected in every way possible as companies in mature and developed industries look for any possible unmet need. Disruptive products that don’t fit the models are scrapped while incremental innovations are launched because they are able to fit into the segments that have been so carefully developed. In many ways, the innovator in a large firm is now crushed by the weight of the data available to them instead of empowered. With all of this data in hand guiding decisions for large firms we must have achieved a new high in new product launch success, right? Actually, current measures show that only 1/3 of NPD launches are ‘successful’[5] – and the consensus is that this number that has actually decreased since the 1950’s. Obviously, the exponential increases in data and advances in market research tools are not returning an equivalent value in NPD success.

One might argue that only companies ignoring the market research ‘facts’ are launching disruptive new products – the ones that actually capture real substantial value and create new markets. Take it from Steve Jobs, praised universally for being a disruptive thinker and innovator: “When asked what market research went into the iPad, Jobs replied: “None. It’s not the consumers’ job to know what they want…we figure out what we want. And I think we’re pretty good at having the right discipline think through whether a lot of other people are going to want it, too.”[6]

The figure below shows the growth of the ‘knowledge economy’, the corresponding drop in the capacity of a large company to launch disruptive or truly innovative products, and relative product launch success rates. Unless your company is willing to ignore conventional market research and analytical tools – which some might call wilfully ignoring your consumer – delivering true innovation to the market is nearly impossible. That is why disruptive innovation seems to come from smaller companies and start-ups; without a business to protect and with few resources, market research is an unnecessary luxury.

Looking at the discussion graphically – the question to ask is why are companies so reliant on data and market research when using it encourages incremental innovation without improving new product launch success? This is the trap of the knowledge economy: it promises to remove risk from new product development yet prevents the innovator from truly exploring disruptive innovation that could create new markets.

How can the Osmotic Innovator avoid falling into the trap of the knowledge economy?

  • don’t make every product fit the models currently used by your company
  • be willing to trust your organizations understanding of what the consumer will want (just like Steve Jobs)
  • be bold in launching risky products in the face of failure – most ‘safe’ products fail anyways

Are these prescription alone enough to solve the problem of low NPD launch success rates or change the reliance of mature companies on data? No. But they should give the Osmotic Innovator something to consider the next time you are working through the portfolio.

Telling the Company Secrets – Defensive Publishing Pt. 2.

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Over the past few decades many corporations have seen exponential increases in costs associated with their IP portfolio and an increased drain on technical resource to support a “patent everything we invent” approach.  Increasingly defensive publishing is being accepted by more industries and is becoming commonplace in companies where IP and the costs associated with it were once of little concern.  In the first post of this two part series we examined routes for defensive publication, here we will discuss how defensive publishing can replace several common patenting strategies: cost limitation, picket fencing, freedom to practice, trade secrets, and patent races.

Cost limitation

Perhaps the most common reason for companies to choose defensive publishing strategies over blanket patent tactics is to limit the cost of maintaining the portfolio. By simply defining inventions into either core patents and supporting IP many companies can offset their legal costs significantly while at the same time having limited if any effect on the overall strength of their patent portfolio.  For a company utilizing a defensive publishing strategy the supporting or fringe IP could be published in trade journals or commercial publications to protect against competitor ownership while limiting cost of maintaining the real patent portfolio.

Picket fence

Picket fencing or mine-fielding is the process of filing variant patents around a central patent core. When executed properly, the picket fence creates a high barrier to entry for competitors and greatly restricts their ability to practice in spaces adjacent to the core inventions.  In most cases the picket fence patents are of much weaker quality and, if the central patent is well-executed, have limited value unless there is the intent to produce the invention described in the patent or if the picket patent can be delivered independent of the central patent claims.

Defensive publishing alternatives to picket fencing practices follow the same systems as cost limitation strategies where possible inventions are described as either core or peripheral.  Peripheral inventions are then published into the public domain, preferably in an easily searchable database and even more preferably in a publication likely to be discovered within a patent office examiners search report.  The point of picket fencing is primarily as a deterrent and so public domain disclosure in hidden or obscure publication routes is of limited use within a defensive framework.

Freedom to practice

Often corporations will make their profit, not by inventing something new, but by taking a fringe or known products mainstream.  But what happens when that fringe product is really really fringe?  Consider this scenario; Company A discovers an unpatented widget on sale in Korea they believe it has the potential to be a blockbuster product in the USA.  They begin developing the product for a US launch, modifying the designs, building manufacturing capability and planning the marketing strategy.  An IP screen late in the process identifies a recently published patent from Competitor B which describes the popular widget and claims ownership of the invention.  How can this be?  The product has been on sale in Korea FOR YEARS!  Over the next few months Company A rallies their legal department to plan their defense.  A supply director delays approving a production line until “after the legal issues have been resolved” and the feeling from the business as a whole is frustration.

Fundamentally the patent system isn’t broken, Competitor B’s claim over the invention is void and eventually will be rescinded but the time and cost to Company A is significant and real.  In this case had Company A employed a defensive publishing strategy known as prior art elucidation they could have avoided the frustrating scenario outlined above. Given the emergence of ‘patent trolls’ and likely presence of an aggressively patenting competitor in any industry using defensive publishing to ensure freedom to practice can be very important.

The cause of (and solution to) this scenario lies within the patent office who cannot possibly be aware of all prior art and so often will grant patents on inventions that are within the public domain.  Ensuring freedom to practice by disclosing the prior art into easily found and searched publications is one way of improving the chance of any future competitor filings being rejected and thus limiting the potential defensive cost.  The most suitable although not the most common approach is to utilize commercial publications for the prior art elucidation.  Companies such as are very well suited to prior art elucidation due to their agreements with IPO member states which improve the chance of the information being found during the search process.

Patent races

The use of defensive publishing within the context of a patent race is an interesting strategy.  Basically the approach allows a company to decide how it wishes to compete, on first to patent terms or on first to market terms.  The scenario of a patent race between corporations occurs when a common technology goal is defined and the experimental path to the goal is well-defined.  In this instance the companies developing the technology are making an all in bet.  Only one company is likely to succeed and the loser is likely to face significant setbacks to its development capacity.  By applying a defensive publishing strategy that pushes non-core inventions into the public domain rather than building a patent case the company can get a better return on its research investment and give itself a better chance at winning its all-in bet.  Taken to the logical conclusion a company may even choose to publish everything it discovers, as is discovers it, in an attempt to remove any chance of a competitor ultimately owning a strong patent in the field.  In this case the company is banking on a level playing field being a better competitive option than the chance of winning the all-in bet.

Unenforceable trade secrets

The use of patents to protect IP that was traditionally kept as trade secrets has increased over the past few decades.  This is possibly due to the mobile nature of the modern workforce and internet publishing making trade secrets almost impossible to keep.  This trend however has given rise to the problem of the unenforceable trade secret patent.  Usually this situation arises when a novel process is patented by a company but the patented process produces an indistinguishable product from the prior art.  In this case the patent is close to useless and in the worst case gives away any competitive advantage that the technology advance had generated.  The system for defending trade secrets however results in one piece of litigation risk that can be avoided through the use of defensive publishing demonstrated by the following scenario; Engineers at Company A develop a novel processing technique to make their widget at half the cost of the old process.  The process leaves no fingerprint other than on the accounts department i.e. the new widget is indistinguishable from the old widget.  The lawyers at Company A rationalize that to patent the new process would be of less value to the company than to keep it a trade secret and steps are put in place to maintain this.  Five years later a patent on a widget making process is published from Competitor B.  The lawyers advise that Company B’s process is substantially the same as Company A’s and that they should prepare some sort of legal defense to ensure that production can continue if a legal challenge were to come about.

Fundamentally, the trade secret process is not flawed, Competitor B’s claim over a process that has been used by Company A for years is void, but the cost of defending a process they have always used is real and annoying.  In this case the use of a defensive publishing strategy known as hidden disclosure may have advantages.

Methods for creating hidden disclosure are quite varied but essentially the approach is to place the trade secret into the public domain in a manner that, while being entered into the record as a matter of fact, does not create enough interest or is not accessible to enough people to fully surrender the invention.  Methods that achieve this include using the procedures of the patent system itself (withdrawn patents etc) and the use of non industry publications.  Maybe even the local classifieds could be a sufficient enough publication to cause a competitor to drop a costly lawsuit?

An Enlightened IP Strategy for the Osmotic Innovator

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In the last week we’ve discussed using Defensive Publications as a strategy to reduce the overhead associated with patent filings. However, we’ve never really given a detailed explanation of how this concept fits in an over-all intellectual property (IP) strategy for an innovating organization.

Often, in the excitement of creating new products from an innovation or invention the tendency is to rush directly from idea / proof of principle to the lawyers’ office to begin drafting patents. Why is it so ingrained in a corporation to patent any new idea or process? Perhaps for some it is because patents can be used as a measure of R&D productivity, effort, or inventiveness. Patents also offer a chance for recognition for inventors and the company amongst their peers. Finally, those responsible can find comfort in the fact that the organizations interests are protected from competition. However, as expressed in the prior posts patents can be an expensive way to protect intellectual property – besides the obvious cost of filing the documents across the globe the organization must also consider the financial cost over time to maintain the portfolio, the value of the time the legal department will spend managing the portfolio, and the impact on R&D productivity as resources are directed to fulfil the data and testing requirements (often outside of the focus of any related project). The filing fees for a patent can pale in comparison to the loss in productivity and resources that might be incurred by a simple patent filing. For resource constrained companies a better process is needed.

The figure above shows the process that might be used by enlightened organizations to manage the intellectual property strategy process. Rather than rushing from idea to patent, as often occurs, the identification of a new idea or innovation should lead to a strategic discussion. During that discussion a number of criteria might be used to evaluate the idea, leading to several possible outcomes.

The primary criteria that would be best utilized to direct the decision include:

  • Competitive Intensity (CI): the position of the organization in the market and in relation to its competitors, as well as market pressure, can dictate to a large extent the need to protect or the possibility of using a less resource intensive mechanism. In highly competitive spaces patenting may well be the best path forward, in spaces where a company has market leadership with few threats, disclosure (keeping the playing field level) may well be sufficient.
  • Disruptive Potential (DisPot): the likelihood of the innovation to transform the market or industry should also be taken into account. Disruptions creating new consumer benefits should be viewed differently than innovations that benefit only the company. For example, for a company that has a market leading position due to brand or scale an innovation allowing cheaper product manufacture may not require patent protection. Only if competitors had exclusive access to the IP would a real threat be created. In this case a level playing field may not hurt the market leader – the real competition is occurring on other fronts.
  • Strategic Importance (SI): for innovations in non-core areas the best IP strategy can vary depending on whether those areas may later become important or if protecting them from competition is a strategic necessity. This may also include whether technical innovations should be fully and comprehensively exploited or given a more cursory exploration to understand potential and obtain minimal protection or establish minimal freedom-to-operate.
  • Reverse Engineering Potential (REPot): For process, manufacturing, or chemical innovations where the consumer or competitor will see little difference in the product, the question of whether the innovation could be externally discovered through practice of the innovation must be considered.
  • Commercialization Viability (CV): The likelihood of commercialization of the innovation should also be considered. Also, if the innovation is likely only to enable another innovation or invention the resource dedicated toward protecting it may not need to be as highly prioritized.
  • Resource Intensity (RI): In organizations that are already very lean this discussion likely already occurs, however when determining the strategy to pursue the potential costs for creation of the IP as well as to maintain it (and possibly even to circumvent it if protection or FTO is not established) should be discussed. Resource intensity can include cost of creating, manpower needed to support, cost to maintain the IP

All of these considerations can be taken together to determine the best course of action. This will determine a Return-on-Investment (ROI) potential for the IP being considered. In fact, the entire strategic discussion could be reduced to an equation that allows further discussion on how the appropriate IP strategy is determined:

How can these criteria be used then to determine a path forward?

For situations where a very low IPROI is determined, simply doing nothing may be an option. If the innovation is not in a competitive arena, is not on-strategy, or is not enforceable, then the best use of resource could be to let the idea go.

For instances with a moderate IPROI the decision to patent, hold as a trade secret, or defensively publish can be determined according to the relative weight of the factors. An innovation found to have high strategic value and commercialization viability but low competitive intensity might be best protected through defensive publication, while in the opposite instance (high competitive intensity with high commercialization viability and low strategic importance) the value of a patent may be recognized. For projects with very low reverse engineering, potential trade secret protection could be the best route.

For scenarios with a very high IPROI going forward with a patent would almost always be advisable, though of course a number of instances where this is not the case can be imagined.

Obviously the area of IP strategy is a high importance to many organizations, however much of the focus in recent years has been on creating and managing large IP portfolios. For the osmotic innovator a better strategy is needed; one that balances resource scarcity with the need to create value for the company.

The Role of Psychological Priming in Innovation

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I have a rather unique ability.  I have the power to potentially alter your behaviour and perception of others by simply showing you a list of words.  Impressed?  Don’t be.  In actuality I am simply applying a psychological technique called priming.  Academically, priming is defined as “the process by which recent experiences increase the accessibility of a schema, trait, or concept.”  Sounds confusing, but in reality it is very simple to understand.  Imagine if I were to provide you with words like rude, intrude, and disturb to unscramble and then ask you to come get me when you were done.  Upon completion of the task, you find me but notice I am having a conversation with a colleague.  Would you immediately interrupt me or wait a few seconds?  What if the words were patiently, appreciate, and polite?  Would that alter your behaviour?  Surprisingly, in a study performed by John Bargh and his associates, participants primed with aggressive and rude words overwhelmingly interrupted the conversation faster than people primed with either neutral or calmer words[1].  This is just one example from Social Psychology that demonstrates how our actions and thinking can be skewed based on how we are primed prior to encountering an event.

If we now think about the potential application to innovation, there is something rather interesting that comes to light.  In any innovation session there exists a potential struggle between Management and the Employees.  Management oversees the resources needed (e.g.: funding, personnel, allotment of time) while the Employees are the ones who will do the innovating.  Should we consider a negative primer to something like the phrase “This is a very difficult innovative challenge and we may not get a lot of ideas”, a positive primer would then be along the lines of “This will be a rather easy innovation challenge and we should be able to get lots of ideas”.  What if we were to use the negative primer for Management and the positive one for the employees?  Would that provide a better innovative atmosphere?  How about changing the combination and providing management with the positive primer and employees with the negative one?  If we were to map out all the possible combinations, we obtain the following diagram:

There are several situations that can result from different combinations of positive or negative priming.

Management Positive Primed:  Trying to impress Management by informing them the innovative challenge will be easy counter intuitively produces a negative outcome as there will be limited funding and personnel.

Management Negatively Primed: This produces a positive result, as Management will now think the task is rather challenging and in order to successfully complete it, will provide extra funding and personnel.

Employees Positively Primed or Negative primed produces the results we would expect.  Telling Employees they have been selectively chosen for the challenge due to their skill level and creativity will obviously produce a group that is very motivated and enthusiastic to take on the challenge.  As one can easily guess, the opposite will occur if Employees are told the challenge will be rather difficult, many problems will be encountered along the way, and they were randomly selected.


Clearly there appears to be a combination that is optimal for an innovative environment: more resources are provided and the employees are very enthusiastic.  This lies in priming management in a negative way and priming Employees in a positive way.  As mentioned, this paradoxically should result in a situation where funding and/or additional resources are provided to an eager bunch of innovative employees waiting to take on the challenge.  Imagine if all your problems were approached in this way!

There is also a situation that should be avoided.  If management is positively primed, and Employees are negatively primed, low levels of resource and funding will be provided and you will end up with a bunch of Employees who do not want to take on the innovative challenge.

It can be agreed upon how either of the remaining two combinations (e.g. positive primer to both Management and Employees/negative primer to both Management and Employees) is what a typical company usually faces when an innovation challenge is encountered.  Either there will be excited management ready to give money, time, etc to unmotivated and overworked employees, or very excited employees who want to work on a particular challenge will be told they have very strict limitations.   However, as demonstrated above, perhaps utilizing psychological priming may decrease this tendency and help to promote a more positive innovative culture.

[1] Bargh, J., Chen, M., & Burrows, L. (1996).  Automaticity of social behavior: Direct effects of trait construct and stereotype priming on action.  Journal of Personality and Social Psychology, 71, 230-244.