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Visualizing
the value chain
Kanban - Chapter 6
Introduction
• Kanban optimizes the existing process
• introduction of Kanban doesn’t change
workflow, job titles, roles, responsibilities or
specific work practices
→ avoidance of opposition
Introduction
Main goals of improvement
• optimizing the WIP
• interfaces and interactions with up- and
downstream stations of the business process
Depict the value chain’s actual process, not the
official one which isn’t really used.
1. Defining a start and
end point
Where should the process visualization start?
Where should it end?
→Interfaces to up- and downstream organization
units
1. Defining a start and end
point
• Successful teams:
• visualization using cards
• WiP restriction in the area you are able to
control yourself
• new rules with up- and downstream process
partners
2. Task types
Examples:
• Request
• Feature
• User Story
• Use Case
• Change Request
• Production error
• Maintenance
• Refactoring
• Bug
• Improval request
• Blocker
2. Task types
Further possibilities:
• hierarchical task types
(e.g. Epic = collection of User Stories)
• indication of source in the name
(e.g. legal request, external work request,
request for strategical planning)
2. Task types
Typical task sizes:
• small (a few days)
• medium (< 1 month)
• large (≥1 month)
• one service class per task size
• visualization using ticket colors or swim lanes
3. Drawing a Kanban board
• Kanban visualizes work, not persons,
functions or function transfers
• sketching of the process (e.g. flow chart, stick
figures, …)
• defining the Kanban board
3. Drawing a Kanban board
Defining the Kanban board:
• columns represent work execution
• column order = work order
• start using a wipeable pen (changes
possible)
• later e.g. vinyl strips
3. Drawing a Kanban board
Defining the Kanban board:
• Splitting of columns:
• visualization of the input
queue + downstream steps
• adding of buffers and queues by demand
(visualization e.g. using cards turned by
45°)
Coding
In progress Done
4. Demand analysis
Demand analysis for every task type
• data from previous work exists: Use it for
quantitative analysis
• no data exists: Reconstructed, subjective
analysis
4. Demand analysis
Example: Microsoft XIT
• PTCs:
arrival in batches, small and quickly realizable
→ negligible effects
• change requests:
continuous arrival rate
→ arrival rate can be visualized in a diagram
→ Kanban system can be provided with fitting resources
• requests with seasonal demand
→ assess demand and adjust Kanban
5. Distribution of capacity
by demand
• Swim lanes per task type
• Capacity of swim lanes by demand in %
5. Distribution of capacity
by demand
• Swim lanes per task type
• Capacity of swim lanes by demand in %
Arrival of a batch of PTCs:
• reduced adherence to schedules
• longer cycle times
• bad predictability
5. Distribution of capacity
by demand
• Swim lanes per task type
• Capacity of swim lanes by demand in %
PTCs are allowed to exceed WIP
• prevention of idle time
• bad predictability with many PTCs
6. The ticket structure
• informations must support the pull system
• enable employees to make their own decisions
• transparency over processes, project goals and
risks
• self-organizing risk management mechanism
• respect for the individuum
• trust in the system
6. The ticket structure
Example
7. Electronic tracking
• essential for geographically distributed teams
• higher degree of organizational maturity
7. Electronic tracking
Example software
• Jira
• Microsoft Team Foundation Server
• Fog Bugz
• HP Quality Center
Web solutions
• Lean Kit Kanban
• Agile Zen
• Target Process
• Silver Catalyst
• Rad-Track
• Kanbanery
• VersionOne
• Greenhopper for Jira
• Flow.io
• Kanbanize
• Trello
8. Defining in- and output
boundaries
• transparency for your own work
• maybe later inclusion of up- and downstream
organization units
8. Defining in- and output
boundaries
Input:
Engineering
Ready
Output:
Deployment
Analysis unit
• reports to different
manager
development unit
Distribution unit
9. Handling concurrency
Concurrency:
• Two or more activities are taking place at the
same time
Example: Software and test development
9. Handling concurrency
Solutions for modeling concurrency:
A. no model
• shared column for both activities
• multiple ticket colors or shapes
B. vertical splitting of the board into sections
• markup mechanism for connecting tickets
• e.g. connect upper right ticket corner
• connect using an electronic ticket system
10. Handling non-
sequential activities
Strategies:
A. ・1 column as container for multiple activities
・small checkboxes
・all boxes checked: ticket can be pulled
B. ・tickets move vertically
・pull into areas for current activities
Conclusion
• Define borders
• Define task types
• Model the flow through the system
• Model the tickets
• Use an electronic ticket system
• Model concurrency
• Visualize non-sequential activities

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Kanban – Visualizing the value chain

  • 2. Introduction • Kanban optimizes the existing process • introduction of Kanban doesn’t change workflow, job titles, roles, responsibilities or specific work practices → avoidance of opposition
  • 3. Introduction Main goals of improvement • optimizing the WIP • interfaces and interactions with up- and downstream stations of the business process Depict the value chain’s actual process, not the official one which isn’t really used.
  • 4. 1. Defining a start and end point Where should the process visualization start? Where should it end? →Interfaces to up- and downstream organization units
  • 5. 1. Defining a start and end point • Successful teams: • visualization using cards • WiP restriction in the area you are able to control yourself • new rules with up- and downstream process partners
  • 6. 2. Task types Examples: • Request • Feature • User Story • Use Case • Change Request • Production error • Maintenance • Refactoring • Bug • Improval request • Blocker
  • 7. 2. Task types Further possibilities: • hierarchical task types (e.g. Epic = collection of User Stories) • indication of source in the name (e.g. legal request, external work request, request for strategical planning)
  • 8. 2. Task types Typical task sizes: • small (a few days) • medium (< 1 month) • large (≥1 month) • one service class per task size • visualization using ticket colors or swim lanes
  • 9. 3. Drawing a Kanban board • Kanban visualizes work, not persons, functions or function transfers • sketching of the process (e.g. flow chart, stick figures, …) • defining the Kanban board
  • 10. 3. Drawing a Kanban board Defining the Kanban board: • columns represent work execution • column order = work order • start using a wipeable pen (changes possible) • later e.g. vinyl strips
  • 11. 3. Drawing a Kanban board Defining the Kanban board: • Splitting of columns: • visualization of the input queue + downstream steps • adding of buffers and queues by demand (visualization e.g. using cards turned by 45°) Coding In progress Done
  • 12. 4. Demand analysis Demand analysis for every task type • data from previous work exists: Use it for quantitative analysis • no data exists: Reconstructed, subjective analysis
  • 13. 4. Demand analysis Example: Microsoft XIT • PTCs: arrival in batches, small and quickly realizable → negligible effects • change requests: continuous arrival rate → arrival rate can be visualized in a diagram → Kanban system can be provided with fitting resources • requests with seasonal demand → assess demand and adjust Kanban
  • 14. 5. Distribution of capacity by demand • Swim lanes per task type • Capacity of swim lanes by demand in %
  • 15. 5. Distribution of capacity by demand • Swim lanes per task type • Capacity of swim lanes by demand in % Arrival of a batch of PTCs: • reduced adherence to schedules • longer cycle times • bad predictability
  • 16. 5. Distribution of capacity by demand • Swim lanes per task type • Capacity of swim lanes by demand in % PTCs are allowed to exceed WIP • prevention of idle time • bad predictability with many PTCs
  • 17. 6. The ticket structure • informations must support the pull system • enable employees to make their own decisions • transparency over processes, project goals and risks • self-organizing risk management mechanism • respect for the individuum • trust in the system
  • 18. 6. The ticket structure Example
  • 19. 7. Electronic tracking • essential for geographically distributed teams • higher degree of organizational maturity
  • 20. 7. Electronic tracking Example software • Jira • Microsoft Team Foundation Server • Fog Bugz • HP Quality Center Web solutions • Lean Kit Kanban • Agile Zen • Target Process • Silver Catalyst • Rad-Track • Kanbanery • VersionOne • Greenhopper for Jira • Flow.io • Kanbanize • Trello
  • 21. 8. Defining in- and output boundaries • transparency for your own work • maybe later inclusion of up- and downstream organization units
  • 22. 8. Defining in- and output boundaries Input: Engineering Ready Output: Deployment Analysis unit • reports to different manager development unit Distribution unit
  • 23. 9. Handling concurrency Concurrency: • Two or more activities are taking place at the same time Example: Software and test development
  • 24. 9. Handling concurrency Solutions for modeling concurrency: A. no model • shared column for both activities • multiple ticket colors or shapes B. vertical splitting of the board into sections • markup mechanism for connecting tickets • e.g. connect upper right ticket corner • connect using an electronic ticket system
  • 25. 10. Handling non- sequential activities Strategies: A. ・1 column as container for multiple activities ・small checkboxes ・all boxes checked: ticket can be pulled B. ・tickets move vertically ・pull into areas for current activities
  • 26. Conclusion • Define borders • Define task types • Model the flow through the system • Model the tickets • Use an electronic ticket system • Model concurrency • Visualize non-sequential activities