Category Archives: Users

Posts about interesting users, and interesting use cases

Helping people parachute into projects faster

In many of our customers, we find there are specialists who get pulled into many different projects (boards) at the same time, to do very specific tasks.

An example would be an security specialist who is called in to do a vulnerability assessment on every development effort that’s underway within an IT organization. Or, corporate counsel who are asked to review final drafts of every contract, after everything else about the negotiation has completed.

In all situations it’s important to help new team members come up to speed as quickly as possible, but for situations where people are parachuting in to handle specialist tasks, the motivations are a little different: the specialists often don’t care about every detail of the board — which means they don’t care for most of the cards that are already on the Task Board or Scrum Board.

Instead, they want to quickly see what’s been assigned to them, get these work items done, and (hopefully) get out quickly.

So, how can Kerika help people who parachute into projects in mid-stream? By drawing their attention to what’s expected of them.

Here’s how it works:

When you invite someone to join a board’s team, their status is shown as Pending invitation in the Board Team dialog:

Pending Invitation
Pending Invitation

Kerika lets you pre-assign cards while you are waiting for the new team member to join: in the example above, Dennis could be assigned cards while the team is waiting for him to act upon the invitation.

When Dennis does accept the invitation, the Kerika welcome dialog works to guide him to a fast start in his new project:

Welcome message for invited users
Welcome message for invited users

The welcome dialog starts by giving the new team member a quick overview of the project’s state: how long it’s been going on, how many cards are on the board — and, critically, how many cards are already assigned to the newly arrived team member.

Clicking on the See My Cards button in the welcome dialog provides a fast way for the new user to see what’s expected of him/her in this new project:

Highlighted cards
Highlighted cards

This feature will be especially useful for specialists who are called in to handle specific tasks on many simultaneous projects: they won’t care about all the cards on each board, just what’s assigned to them.

Get in quick, get your work done fast, and then get out again.

Kerika at Lean Transformation 2016

Arun Kumar, CEO of Kerika, and Joy Paulus, Senior Policy and Program Manager for the Washington State Office of the CIO, delivered a joint presentation at the Lean Transformation 2016 Conference.
IMG_2224

The subject of the talk was “Collaboration Across Organizations: Big Results with Small Teams”. Here are the slides from the talk:

Attaching content to the board itself, not just to cards

We have added a new feature that should prove handy for a lot of folks: you can now add content — files from your laptop, images from your mobile or tablet, Web links from your Intranet or the Internet, or canvases — to a Task Board or Scrum Board itself.

If this sounds like something that was always there, maybe we need to say that differently: you used to have the ability to add content to a card, now you can add it to the board itself.

There are many situations we have encountered where we want to share content or a canvas with a team, but there wasn’t any obvious place to still it — no single card on the board that seemed like the right place to attach that content.

And that’s because the content we wanted to add was applicable across the entire board, not just relevant to a single card.

This was getting frustrating, so we decided to scratch our itch: a new button on the top-right area of your Kerika app will let you add files, Web links and canvases to the board itself:

Board Attachments
Board Attachments

This should make some of you as happy as it has made us!