At the Jan 12, 2015 meeting of the Washington State Lean Practitioners Community of Practice meeting, organized by Results Washington at the Department of Labor & Industries in Tumwater, Arun Kumar presented Kanban in a Can: Capture, Visualize and Optimize your Everyday Processes.
Here’s the presentation on Slideshare (although most of it was actually a demo!):
The meeting was attended by dozens of Lean experts representing a huge variety of state agencies in Washington!
Here’s another new feature with our latest update: when a project is done, you can drag it to the Archive column on your Home page.
Archiving a project freezes it: no one can make any changes to it while it is in the Archive, so if you change your mind and want to make some changes to an archived project, you need to drag it back out of the Archive and into your Projects column.
All the documents attached to an Archived Project are frozen: the goal here is to preserve the final/completed state of a project and all its assets, so that later on if you need to investigate a problem — or deal with a FOIA request or some other legal disclosure requirement — you can do so with confidence.
All dates, status, chat and teams are also frozen: if someone was part of an Archived Project’s team at the time the project was moved to the Archive, they will continue to show up on that project team.
If a task had a due date and hadn’t yet been completed (i.e. the card hadn’t yet been moved to the Done column), that due date stays intact.
If the project was a Scrum Board, it will continue to stay attached to the Backlog it was using at the time the board got archived: when you view an archived Scrum Board, it will show that Backlog in it’s current state. This makes it easy to archive Scrum Boards that represent different Sprints that work off the same shared Backlog!
You can change your mind: If you need to work again on a previously archived project, just drag it out of the Archive column and drop it into the Projects column on your Home Page, and that will “un-archive” (restore) your project.
You can create templates from archived projects: if you drag an archived project and drop it into the Templates column on your Home Page, that will create a template based upon that project, while leaving the project in your Archive.
Our presentation on Distributed Lean & Agile Teams in the Public Sector at the Lean Transformation Conference last week was very well received: the presentation was given on both days of the conference, and attendees were polled by the conference organizers on whether they liked the talks, or not.
The Results Washington folks have produced a short video featuring attendees at the conference — we recognize a user or two :-)
Ben Vaught from the Washington State Office of the CIO has come up an interesting use-case for Kerika’s new export feature that we hadn’t considered: use it to write your weekly status reports!
Kerika lets you export cards from a Task Board or Scrum Board in CSV or HTML format: the CSV format is useful for putting data from Kerika into another software tool, like Excel, but the HTML format is designed for human consumption.
Here’s an example of a card that’s been exported as HTML:
By using the Workflow button (on the top-right menu bar), you can adjust your display to show just the Done column on a board, and then further use the Tags button to limit the number of cards that are shown in this column.
For example, you could display just the Done column, and filter the cards to show just the ones that were assigned to you.
Do an HTML export of this, and you will be able to easily cut-and-paste the output into a Word document or email, and submit your status report!
We were thrilled to be part of the Lean Transformation Conference organized by Results Washington week at the Tacoma Convention Center. Over 2,700 people attended — a sellout crowd!
Arun Kumar, founder & CEO of Kerika, gave a presentation on both days on Distributed Lean and Agile Teams in the Public Sector, drawing upon lessons learned, case studies and best practices from multiple state agencies and private sector firms.
Here’s the presentation:
A couple of weeks ago we visited a UX team at the Washington State Department of Licensing, and took a photo of the “Post-It Palace” they had built within their cubicles:
2 weeks later, this is what we saw:
Everything is now inside a set of Kanban Boards powered by Kerika+Box!
When we first started working on Kerika, it seemed to us that everyone who wanted to use an online project board fell into one of two camps that didn’t overlap:
Folks who wanted to work in Kanban-style – typically business users – seemed to have little use for Scrum, and people who wanted to work in Agile-style – typically IT folks – didn’t show much interest in Kanban.
So, we built Kerika with support for Task Boards, for Lean/Kanban users, and Scrum Boards, for Agile users.
What we are seeing more recently, however, is spectrum of usage patterns and styles within organizations:
This kind of flexibility wasn’t available in Kerika before — and is certainly not available in Trello, Asana, Basecamp or any other tools that compete with Kerika — and that’s exactly the problem that we have fixed with the new release!
Use the Project Info button, on the top-right of the Kerika menu bar, to switch a board from Kanban to Scrum, or vice versa:
If you check the “Use a shared Backlog” box, you can then select the Backlog you want to use for your board: if you had been working in a Kanban board, it automatically switches over to a Scrum Board.
At any time you can switch between any of the Backlogs that exist in the Account, that you have permission to access.
If you want to go back to working in Kanban-style, just uncheck the “Use a shared Backlog” box and the Backlog will disappear from view.
It’s now that simple to choose between Kanban and Scrum!
Cayzen Technologies organized a Lunch & Learn Agile event at the Harbor House at Percival Landing in Olympia, Washington, featuring Arun Kumar, CEO of Kerika.
Arun’s topic was Implementing Lean across Distributed Teams, and we would like to specially thank Mayra Pena from Cayzen who organized the event:
The event was attended by folks from Washington State’s Employment Security Department and Department of Health, among others, and there was a lively discussion.
Here are the slides from that presentation:
If you would like to see the sample Kerika board that featured in the demo, go to https://kerika.com/m/H51M
Thanks for attending!
Here are some folks who have really embraced sticky notes and Kanban…
(With Cullen Hower from cloudPWR)
Let’s see if we can’t improve on this :-)
We are thrilled to announce a great new feature: Work-In-Progress (WIP) Limits for Kanban Boards and Scrum Boards.
WIP Limits are a very helpful tool when you are working in a true Kanban style: where work gets “pulled” as people become free, rather than work getting “pushed” onto people before the people ready.
To understand the difference between “push” vs. “pull”, think back to that famous episode of “I Love Lucy” where Lucy and Ethel take up jobs at a chocolate factory, and quickly find themselves unable to keep up with all the work that’s getting pushed onto them:
This is a perfect example of the perils of “push”: as the chocolate gets prepared upstream, the work becomes ready even though the people aren’t ready for the work.
If you push work on to people who aren’t ready to take it on, you will quickly have disastrous results. (It’s funny only when it’s on TV and it involves Lucy.)
At the very least, you will have an imperfect understanding of what each person is actually doing, if people upstream in the project’s workflow simply push work downstream as soon as the upstream folks are done with it.
A pull model is different: people “pull” work and assign it to themselves when they are ready.
Each person typically has a small number of items they are juggling at any time: it may be as few as two items, depending upon the complexity of the work, but it is rarely as few as just one item.
(You nearly always want to have one “background” task ready to be picked up whenever your “foreground” task gets blocked for any reason.)
When a person is able to take on a new task, she can “pull” a card from the column to the left of her on a Kerika board.
Here’s a simple example, reflecting the workflow for a software project:
This project includes people with different roles: designers, developers and QA, and each group has determined it’s own WIP limits, based upon the team’s capacity and velocity.
In this particular example, we can see that the Planning & Design and Deployment columns have currently exceeded their WIP limits (and, in the case of Deployment, by a large margin!)
When this happens, Kerika alerts you to the condition by showing the affected columns with red text in the column headers:
WIP Limits as “soft limits”: Kerika doesn’t stop you from exceeding a column’s WIP Limit, but it does provide a very clear, visible warning to everyone that a bottleneck is about to form.
When bottlenecks start to form, the Project Leader should intervene and help manage the upstream flow so that the WIP Limit can come back to its acceptable amount.
WIP Limits originated in Kanban, but Kerika lets you use them for Scrum Boards as well!
To use WIP Limits, click on the Project Info button that’s at the top-right of the Task Board or Scrum Board:
Pretty cool, huh?