process visualisation - step-by-step - by natalie yadrentseva - kanban day 2015
TRANSCRIPT
Process Visualisation: step-by-step
Natalie Yadrentseva
Remerciements
Nos partenairesMédiasFormation
Nos sponsors
I still love dead tree books
We createvisual management software
How do you work?
“We have a process!”
“…maybe two..”
Everybody knows how he/she works
✓ Multiple meetings ✓ Synchronise information ✓ Explore dependencies ✓ Find the truth
“If you can't describe what you are doing as a process, you don't know what you're doing.”
W. Edwards Deming
The problems
Everybody does everything - there are no responsibilities No understanding what is required for decision making Plans are unclear and failed Communication wastes Hard to start improvements
no
Process Visualisation Workshop
The questions
What is the progress of our product / project?
What is the status of a release?
Are there any delays?
What are responsibilities?
Are there any blockers?
The basis by which jobs are grouped
Departments
ProductElevators Cranes
ProcessServing
Shipping
FunctionalProduction
Finance
CustomerConsumer
Government
GeographicalCentral
Northeast
The workflow which a team uses
Teams
FunctionalAnalysts
Developers
Which other roles are involved in the process?
Cross-FunctionalProject Team Feature Team
Do project teams have different process?
Roles
Program manager Project manager
Stakeholder
CIOPortfolio Managers
BA/Dev/QA
Initiato
rs
Virtual
Executors
Teams
Mission critical software
Improve on-time delivery of the racing-related software which will be of immediate benefit to its users
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Solution
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Support
Virtual
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Support
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Product����������� ������������������ Marketing
Initiators
Executors
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Product����������� ������������������ Team
Customer����������� ������������������ Solution
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Support
Virtual
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Product����������� ������������������ Marketing
Initiators
ExecutorsBA UX FODev
Work Types
Projects
Program
Requirements
Activities
Packages
Tasks
User Stories
Defects
Components
Work Hierarchy
Estimations Progress
The Guardian. UK government spending
Hierarchy
The Guardian. UK government spending
Hierarchy
The Guardian. UK government spending
Hierarchy
Work hierarchy advantages estimation & progress
Work hierarchy advantages estimation & progress
50% 30% 0% 100%
50%40%
45%
20% 40% 85% 95%
90%30%
60%
53%
Enterprise PMO in project management hierarchy
Workflow Visualisation
Workflow Visualisation
Different levels of work hierarchy might have different workflows
Initiators, Executors and Responsible Roles
+
Complex environment +
+
Workflow VisualisationDefine a level of work hierarchy What is the name of the flow? Who initiates the process? Put start & finish of the workflow Continue with phases and steps Who is responsible for each step? Break the work down Do other teams use the same workflow?
Visualise important information
See bottlenecksMultiple teams backlog
Let’s continue!Kanban Board in Targetprocess
1 Month3 Months1 WeekSoon
I have no idea
How close are you to your project completion?
Release 3.2 Release 4.0
Scope based planning
Scope based planning
Time based planning
Spring Release Summer ReleaseMay June July August September
Time based planning
Planning
Decide about scope planning - major or minor releases, iterations Put the duration Define the level of work hierarchy Decide about time planning - milestones Synchronise
Catch the ideas for improvements
F1 mission critical software
Plans
Determinate hierarchy
Smart action
Metrics
Ask questions Are we on time with a release? What is the reason of the defects? Are requirements well documented? Can we close requirements faster?
Metrics
Define which metrics will help to answer these questions Understand the cadence Dashboards, notifications
Ask questions
Make it visual and easy to access manually
Lean process mapping Strategy mapping
http://www.jiscinfonet.ac.uk David Sibbet. Visual Meeting
Don’t forget about the virtual teams
Make it visual and easy to access digitally
Visual mapping Flow diagrams
http://www.rc-renovation.com/images/ProcessFlowChart.png Targetprocess VizyPro
F1 mission critical software
Each person in an organisation can benefit from his own view on the same data
All work items in the organisation
Board in Targetprocess
Planning by quarter
Quarter planning in Targetprocess
Estimation & progress with the hierarchy
Hierarchical lists in Targetprocess
Team level
Multiple teams planning in Targetprocess
Time planning
Timeline in Targetprocess
Metrics & KPIs
Portfolio prioritisation in Targetprocess
Dashboards for each level
Tracking with the dashboard in Targetprocess
Different vantage points are important
Tips & Tricks
Get a representative of each role Establish time frames & rules Stop deep discussions Ask questions to keep focus Add pains & improvements directly
Beginners Start transformation
Advanced Run improvements
Align the interests of each level of your organisation
