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:
Example of HTML export
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!
Attendees at Lean Transformation
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.
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:
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:
Kanban users, who wanted a simple Task Board, perhaps with nothing more than To Do, Doing, and Done columns.
Scrum users, who wanted to share Backlogs across multiple Scrum Boards, with each Scrum Board representing a different Scrum iteration (i.e. “Sprint”).
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:
A project that starts off as a Kanban Board might need to become a Scrum Board in the future: as the team works on the project, it may conclude that a series of Sprints/iterations is a better model than a continuous flow/Kanban model, and they may need to transform their Kanban Board to a series of Scrum Boards.
A team might start off working with Scrum Boards, thinking that Agile is the ideal model for their work, and then find that a Kanban model of continuous flow is better suited for their needs, in which case they may need to change from a Task Board to a Scrum Board.
A Scrum team may need to pull items from multiple Backlogs: there may be items from a Marketing Backlog and from a Product Development Backlog that need to get worked on in the same Sprint, so the team may need to switch from one Backlog to another.
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:
Settings
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:
Arun Kumar & Mayra Pena
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
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:
WIP Workflow Example
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:
Example board with WIP exceeded
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:
Ben Vaught, from the Washington State Office of the CIO, and I had the pleasure of presenting at the state’s Office of Financial Management’s Fall Forum last week, held over two days at the Thurston County Fairgrounds in Olympia.
Ben talked about the use of visual processes as part of the Washington Business One Stop initiative he has been working on for a while, and towards the end of his talk he showed some pictures of the WIKISPEED garage in Lynnwood, where I first met Ben and Michael DeAngelo, Deputy CIO for the state.
My talk was supposed to have been on Visual Management in government and administrative processes, but seeing pictures of the old WIKISPEED garage, which used to be covered with stickies on all walls (including the massive garage doors!) before the team adopted Kerika to knit together their global community of volunteers, was a wonderful throwback moment!
When it came to my turn, in addition to showing the use of Kerika for cross-agency GIS projects, such as those led by Joy Paulus, I was also able to show examples of Kerika in use by Sherri Hrubi, Danica Ersland and Melissa Wideman, who all work together in OFM’s HR Division.
Several other people presented, including Irene Hill and her design team from the Department of Licensing, Howard Cox from the Department of Enterprise Services, and Eric Gardner from OFM’s Forecasting Division.
To access this feature, simply click on the Project Info button that’s shown at the top-right of each Kerika Board, and you will see the Project Info display (that we have talked about in an earlier blog post):
Export
CSV format is useful if you want to want to take data from Kerika and put it into Excel or some other analysis tool;
HTML format is useful if you want to print material from Kerika, or insert it into Word, PowerPoint or similar tools.
With both CSV and HTML exports, hidden cards are not exported: this means that if you are currently choosing to hide some columns (by using the Workflow button), or hide some cards (by using the Tags filters), then the cards that you are not viewing right now will not be part of the export.
When you export a board in CSV format, you get the following data, for each visible card:
Example of CSV export
Column Name: e.g. Backlog, In Progress, Done, etc.
Card Name: e.g. “Create PR news release”.
Card Description: e.g. “We need to create a PR news release once our latest version is ready…” (Rich text will be converted to plain text, since CSV files can only deal with plain text.)
Status: e.g. Needs Review, Needs Rework, etc. (If the card doesn’t have a special status, “Normal” will be shown.)
Due Date: the date the card is due, if a date has been set. (If the card doesn’t have a Due Date, “Not Scheduled” will appear.)
Assigned To: a list of names of the people the card is currently assigned to. (If the card isn’t assigned to anyone, “Not Assigned” will appear.)
Exporting could take a while: the exported data are put into a file in your Google Drive or Box account — depending upon whether you are using Kerika+Google or Kerika+Box — and when the process completes, you get an email with a link to the file containing your data.
It’s a similar experience if you do a HTML export; however the format of the data is different, giving you an indented set of attributes for each card, like this example from a Kerika+Box project:
Example of HTML export from Kerika+Box
One caveat about exporting HTML: if you open the results in Google Docs, Google shows a preview of the output, and that doesn’t look good: instead of rendering the HTML, Google actually exposes it.
Here’s an example from a Kerika+Google project:
Example of HTML export from Kerika+Google
The export feature can be used for many different purposes, of course: the most common scenario we envision is people wanting to include material from Kerika in their analysis and presentations.
And, of course, one use would be for government agencies that have to respond to Freedom of Information Act (FOIA) requests, or other Sunshine laws.
