Monthly Archives: March 2013

A new template for our users: The Business Model Canvas

We have added a new template for our users: The Business Model Canvas.

The Business Model Canvas is an increasingly popular tool for startups to systematically analyze their proposed business model by identifying:

  • Key Partners
  • Key Activities
  • Key Resources
  • Value Propositions
  • Customer Relationships
  • Channels
  • Customer Segments
  • Cost Structure
  • Revenue Streams

Using this template is easy: when you start a new project, you will find “Business Model Canvas” among the choices for Task Board projects:

Selecting the Business Model Canvas as the template
Selecting the Business Model Canvas as the template

You can also access the template directly at https://kerika.com/m/GFXC, and click on the “Use this template” button on the upper-right corner to get started fast.

Once you start your new project using this template, your task board looks like this:

Using the Business Model Canvas
Using the Business Model Canvas (Click to enlarge)

Each of the main sections of the Business Model Canvas are presented as columns on this task board, and you can customize this as you like:

Customizing the Business Model Canvas
Customizing the Business Model Canvas

Individual cards on this task board are setup and ready for you to fill in; here’s an example:

Individual cards for the Business Model Canvas
Individual cards for the Business Model Canvas (Click to enlarge)

The card shown above, as an example, can be used to identify one of your key suppliers. For this supplier (and for all of your other key suppliers), you should identify the motivations of this supplier: why this supplier would want to do business with you? Motivations could include:

  • Supplier is seeking optimizations and economies of scale
  • Supplier is seeking to reduce risk and uncertainty
  • Supplier is looking to acquire particular resources and activities.

For each supplier, you should identify the key activities that will be performed: this can added to a simple Google Doc, and attached to this card. (We have provided Google Docs templates for individual cards.)

And, finally, for each supplier you should identify the key resources that will be acquired; this can be added to the same Google Doc, or listed separately.

In this way you can easily work through the business model canvases various steps.

Using a process template like Kerika’s is vastly superior to simply printing out a large poster of the canvas, because the cards in the Kerika process template can be used to support conversations, manage content, track status, and collaborate across multiple locations: and that’s just not possible with a paper canvas!

The Business Model Canvas is also gaining popularity within larger organizations that are seeking to adopt (and adapt?) lean startup principles, so we expect that this new template will be of interest to a wide variety of users. And, by the way, creating this template is just part of an ongoing process here at Kerika, to capture and present best practices for a variety of professions and industries!

Agile for large and distributed teams: conversations with Al Shalloway, Mike DeAngelo and the Wikispeed team

Three great conversations about Agile and Scrum in recent days, with Al Shalloway of the Lean Software and Systems Consortium in Seattle; Mike DeAngelo, Deputy CIO of the State of Washington; and Clay Osterman and Joe Justice from Team WIKISPEED in Lynnwood. Common threads in these conversations:

  • Scaling up Scrum to large projects (e.g. the global WIKISPEED team numbers close to 300 people), and
  • Adapting Scrum for distributed teams (where people are located in multiple offices).

Agile purists might well recoil at the prospect of Scrum teams that can’t be fed with a single large pizza (the traditional rule-of-thumb for the optimal team size, still followed at companies like Amazon) or having to deal with people in multiple locations that can’t have face-to-face contact., but these are real-world problems for many organizations, and simply saying “No”, because the idea of very large or distributed teams offends one’s theology about Agile, isn’t a useful stance to take.

Increasingly, large organizations are distributed across cities, timezones, and even continents, and complex systems require large delivery teams. A pragmatic approach is necessary, not a purist one: we need to consider how we can adapt the basic principles of Scrum to meet the real-world needs of large organizations. Here are some lessons learned over the years in how to adapt Scrum for large or distributed teams:

  • Let multiple project teams push/pull items from a single Backlog, so that many small teams can work in parallel on a single system, rather than a single, large team take on the entire Backlog. This requires coordination among the various teams through a “Scrum of Scrums”: each individual team does it’s Daily Standup, and then the Scrum Masters of each team participate in a second meta-Standup where they report to each other on their particular teams’ progress and impediments.
    To succeed, you need project tools that make it very easy to have multiple teams push and pull items from a single Backlog. The project management system must make it easy for any any member of any team to have real-time visibility into the progress of every other team, so that the task of managing dependencies can be pushed down to individual team members rather than concentrated within the Scrum Masters. (Leaving it up to the Scrum Masters alone to manage all the inter-dependencies leaves you with the same single-point-of-failure that you have with traditional Waterfall approaches.)
  • Try stay within the “1 large pizza” size for individual teams. There’s a simple, practical reason why you should avoid having individual teams become much more than 8 in number: the Daily Standup takes too long, and people start to either under-report, or tune out much of the discussion.

    If a team has 20 people for example, and each person simply took 30 seconds to say what they had done, 30 seconds for what they plan to do next, and 30 seconds to describe impediments, that still adds up to a 30-minute long Standup!

    When faced with a Daily Standup that has become something of an ordeal, people tend to under-report, as a coping mechanism, and, frequently, what they under-report (under-discuss?) are the impediments.

    This can be fatal to the team’s overall success: problems and worries are not discussed very well, and eventually accumulate to the point where they become fatally large.

  • Split up the work, not the team. If your people are distributed across multiple locations, it is far better to split up the work rather than the teams: in other words, give each location a different set of deliverables, rather than try to get people working in several locations to work on the same deliverables.
    Too many organizations, particularly when they first built onshore-offshore teams, cling to the myth of “following the sun”: the idea that a team in India, for example, could work on a deliverable during Indian working hours, and then hand that work off at the end of the day to a California-based team that is conveniently 12-hours away.

    This is the myth of continuous work: the notion that the same deliverable can effectively be worked on 24 hours a day, by having two shifts of people work on it in non-overlapping timezones.This simply doesn’t work for most knowledge-intensive professions, like software development or product design.

    A huge effort is needed to hand over work at the end of each workday, and invariably there is a significant impact upon the work-life balance of the people involved: either the India team or the California team, in our example, would have to sacrifice their evenings in order to accommodate regular phone calls with the other team. Eventually (sooner rather than later), people get burned out by having their workdays extend into their evenings on a regular basis, and you are faced with high turnover.
    Splitting up the work means you can have loosely-coupled teams, where there isn’t the same burden of keeping every person aligned on a daily basis. A project tool that makes it easy for everyone to have a real-time view of everyone else’s work is essential, of course, but you no longer have to have Standups that would otherwise easily take up an hour each day.

What do you think? Let us know your best practices!

The right way to do a right-click

There was a debate recently, within the Seattle Tech Startups email forum, about the pros and cons of offering a right mouse-click option within Web applications.

The right-mouse click is, of course, a desktop paradigm, so the question is: when, if ever, is it a good idea to supersede the browser menu with your own right-click menu?

Here’s where we stand on this issue:

  • Our users want it, overwhelmingly. Because Kerika’s user interface is consciously designed to mimic a desktop application, with simple mouse gestures for dragging cards across a project board or drawing on a canvas, our users naturally expect to have a right-click menu available.
  • Our menu options are better than the browser defaults. The browser defaults are generic, of course, and have little value in the context of the Kerika application. For example, a commonly used browser action might be to select some text and then search for that on the Web. Within the Kerika application, this isn’t a particular useful or commonplace action. If you want to search for something related to a project, you probably want to search within Kerika itself, rather than the entire Web.
  • The right-click menu is always supplemental, never central. We don’t offer anything on a right click menu, in any scenario, that isn’t also available through more explicit buttons or menu options. The right-click menu offers faster actions to commonplace actions, based upon user context, and it is designed for “power users” who want to absolutely minimize their mouse actions. For everyone else, regular menus and buttons offer all of Kerika’s functionality in a more explicit manner.
  • The right-click menu is always contextual, never generic. If you are going to take over the right-click, make it count: don’t offer a generic set of actions, but instead offer a highly tailored, context-sensitive menu of actions. For example, if you are working with shapes on a canvas, the right-click menu offers fast access to changing the appearance of the objects. But if you are working with Web links on a canvas, the right-click menu offers a different set of choices, like switching between a bookmark and an embedded view.
  • The right-click belongs on tablets, too. Something that’s often overlooked in this debate is that the right-click menu is easily accessible on iPads, too: a “long tap” acts as a right-click, so there’s no reason to not make use of that function.

What do you think? Let us know

Another week, another update: this time, it’s mostly styling (and better user management)

We are trying to get back to a faster rhythm of releases. Our goal is to have releases within 3 weeks: we want to complete our development and QA within 2 weeks, and then use the third week for “dogfooding” the software.

(As you might expect, we are fervent users of Kerika! Everything related to our business is done using Kerika project boards, and to make sure we are putting out the best possible product, we use a daily build of the software on a test server. This keeps us firmly on the bleeding edge of our own software development: it means that we get to try out our software in a real-life scenario — one that is absolutely mission-critical for the company! — before we pass it on to our users.)

Our newest version, released today, contains a number of under-the-hood fixes that will help us manage our growing number of users. And, we are happy to report, our users are indeed growing: we are adding new users in March at twice the rate we did in February!

From your perspective, it’s mostly some styling and minor user interface changes that will be visible. We have a better way to expose the Cut, Copy, Paste and Delete functions for cards, having heard from too many users that they couldn’t easily figure out how to delete projects, we have more uniform use of colors, and there is a right-click menu for dealing with project cards as well as task cards.

The more uniform use of colors is a step towards a larger update/refresh of our look-and-feel. We have been hearing from users that our user interface is “too grey”, and we are working on that issue. We are also looking at improved notifications, both onscreen and through emails. Stay tuned!

A comprehensive template for implementing an Electronic Health Records system

With help from Paul Seville, MD, MBI, CSM, (who, by the way is a very impressive guy: experienced physician turned informatist!) Kerika is now offering a comprehensive process template for medical practices that need to implement an Electronic Health Records system: the template deals with all the stages of an EHR implementation, as recommended by the authoritative folks over at HealthIT.gov:

  • Stage 1: Assess Practice Readiness. This comes with 7 cards, representing the key work items needed to complete this stage.
  • Stage 2: Plan your Approach. 9 work items that include document templates for analyzing and mapping your practice’s current and future workflow.
  • Stage 3: Select or Upgrade to a EHR. 8 cards along with templates for evaluating vendors.
  • Stage 4: Conduct Training & Implement EHR. Checklists and templates for test plans for the implementation stage.
  • Stage 5: Achieve Meaningful Use. This is the most critical phase of implementing an EHR, of course, and we have cards for each of the 15 “Core Measures” and each of the 10 “Menu Measures” recommended by the government.
  • Stage 6: Continue Quality Improvement. This includes templates for conducting patient surveys.

This is the master process template for health informatics: over the coming days we will be providing more focused templates for each of the sub-projects involved in deploying an EHR: for example, templates for each of the Meaningful Use measures.

This project template includes a large number of document templates for the individual work items (e.g. a spreadsheet that you can use to evaluate EHR vendors). All document templates are available in Microsoft Office format as well through Google Docs.

These templates are available to everyone, right now: when you start a new project, you will find “Implementing an EHR” among the choices for Task Board projects:

Selecting a process template
Selecting a process template

When you use a Kerika project template, you also get copies of all the document templates that are part of the project template. These are copied into your own Google Drive account, and can be shared with others on your project team.

Please let us know know what other templates you would like to see! (And our thanks to Dr. Seville for help with this particular template.)

A comprehensive template for implementing an Electronic Health Records system

With help from Paul Seville, MD, MBI, CSM, (who, by the way is a very impressive guy: experienced physician turned informatist!) Kerika is now offering a comprehensive process template for medical practices that need to implement an Electronic Health Records system: the template deals with all the stages of an EHR implementation, as recommended by the authoritative folks over at HealthIT.gov:

  • Stage 1: Assess Practice Readiness. This comes with 7 cards, representing the key work items needed to complete this stage.
  • Stage 2: Plan your Approach. 9 work items that include document templates for analyzing and mapping your practice’s current and future workflow.
  • Stage 3: Select or Upgrade to a EHR. 8 cards along with templates for evaluating vendors.
  • Stage 4: Conduct Training & Implement EHR. Checklists and templates for test plans for the implementation stage.
  • Stage 5: Achieve Meaningful Use. This is the most critical phase of implementing an EHR, of course, and we have cards for each of the 15 “Core Measures” and each of the 10 “Menu Measures” recommended by the government.
  • Stage 6: Continue Quality Improvement. This includes templates for conducting patient surveys.

This is the master process template for health informatics: over the coming days we will be providing more focused templates for each of the sub-projects involved in deploying an EHR: for example, templates for each of the Meaningful Use measures.

This project template includes a large number of document templates for the individual work items (e.g. a spreadsheet that you can use to evaluate EHR vendors). All document templates are available in Microsoft Office format as well through Google Docs.

These templates are available to everyone, right now: when you start a new project, you will find “Implementing an EHR” among the choices for Task Board projects:

Selecting a process template
Selecting a process template

When you use a Kerika project template, you also get copies of all the document templates that are part of the project template. These are copied into your own Google Drive account, and can be shared with others on your project team.

Please let us know know what other templates you would like to see! (And our thanks to Dr. Seville for help with this particular template.)

Installing Kerika from the Google Apps Marketplace

If your organization is using a premium edition of Google Apps (i.e., a paid version of Google Docs), then you can install Kerika from the Google Apps Marketplace. This can be done by any user within your Google Apps domain, provided this checkbox is checked (click on the image below to see a larger version):

Allowing users to install Kerika from the Google Apps Marketplace
Allowing users to install Kerika from the Google Apps Marketplace

This checkbox is usually checked — that’s the default setting, anyway — but some domain administrators may have turned off the ability of individual users to add Google Apps on their own initiative. If this is the situation with your organization, please contact your IT department and ask them to install Kerika for you. Or, you can always just sign in at Kerika.com or install it from the Chrome Web Store.

Our new version: even better integration with Google Drive, and even better tablet support

Our next release is mostly about improving our Google Drive integration: we are making it a lot easier for you to manage your Google Docs from within Kerika itself, so that your content has a very useful “contextual layer” on top! Here are some of the improvements we be rolling out this weekend:

  • The file organization inside your Google Drive will be a lot more streamlined: a single, top-level folder called “Kerika.com” will have subfolders for each account to which you have access.
  • Better synching between Google Drive and your Kerika projects:
    • If you rename a file that’s attached to a Kerika card, that new name will show up in your Google Drive as well.
    • If you rename a file in Google Drive, that new name will show up in your Kerika cards.
    • If you delete a file that’s attached to a Kerika card, that file will get moved to the Trash in your Google Drive as well.
    • File sharing within your Google Drive will be done at the Kerika project folder level, which means faster performance and a cleaner interface.
    • Duplication of file folders will be eliminated.
  • Content that is attached to cards can be renamed easily: if you rename a file that you attached to a card, this new name will show up in your Google Drive as well, and you will be able to easily rename Web links as well.

We are also improving the Kerika experience on iPads and cellphones: as before, you can access Kerika right from the Safari browser (or Chrome, if you prefer), without having to download any special apps, and we are adding:

  • Better support for “double-tapping”, similar to doing a double click on a desktop.
  • Better support for phones.
  • Improved performance.

General improvements to the user interface will include:

  • A new set of tutorial videos, all under 2 minutes in length, to help you get more out of Kerika.
  • Cut-and-paste of entire projects.
  • Any URLs that are referenced inside cards or on chat messages will appear as clickable links.
  • Content inside chat messages can be easily copied.
  • A cleaner way to customize the workflow for your project.
  • A cleaner layout of icons on cards.
  • Some cool animation effects that make it easier to understand how canvases work, particularly if your projects contain multi-layered canvases (where one canvas contains several others).
  • A new to mark cards as “Needs rework”.

And, a final note: this version has taken quite a bit longer (4+ weeks) that our previous versions, largely because we allowed “feature creep” to happen… We kept adding usability tweaks to the release, particularly with respect to the iPad experience, and that chewed up a whole week. We need to guard more closely against feature creep for our next release.

Coming up: we are adding tagging as a new feature, which will make it easier to create quick filtered views of large projects!