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Washington State Auditor’s Office
Troy Kelley
I n d e p e n d e n c e • R e s p e c t • I n t e g r i t y
Tracking team ta...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 2
 Conduct more than 2,000 audits each year
 About 350 emplo...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 3
 Building a
Lean culture
 Want to see
our work
 Work in t...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 4
Everybody built a board
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 5
Team boards best for tracking projects
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 6
What if the team is split
Four people Two people
1.4 miles
...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 7
Online boards solved the problem
 Designed for teams and in...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 8
The board is always available online
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 9
Cards are packed with potential
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 10
Excellent at a glance tool
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 11
What team members are saying
 A useful tool
 We’re just t...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 12
Challenges
 It can be hard to get everyone involved
 Need...
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 13
A deputy director’s perspective
 A great management tool
...
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How a state agency became Lean, thanks to Kerika

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A presentation from the Washington State Auditor's Office, describing how the agency, working as a distributed team of auditors spread out across the state, adopted Lean principles and organized their work with Kanban boards, using Kerika

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How a state agency became Lean, thanks to Kerika

  1. 1. Washington State Auditor’s Office Troy Kelley I n d e p e n d e n c e • R e s p e c t • I n t e g r i t y Tracking team tasks online Information Processing Management Association Forum May 21, 2014 Dan Genz, Performance Auditor
  2. 2. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 2  Conduct more than 2,000 audits each year  About 350 employees  20 offices across Washington  Most auditors are out in the field About the State Auditor’s Office
  3. 3. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 3  Building a Lean culture  Want to see our work  Work in teams  Collaborate daily Why use task-tracking boards?
  4. 4. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 4 Everybody built a board
  5. 5. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 5 Team boards best for tracking projects
  6. 6. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 6 What if the team is split Four people Two people 1.4 miles  Boards were non-starters in the field because teams are rarely in the office
  7. 7. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 7 Online boards solved the problem  Designed for teams and interactivity  Available anywhere  Instant e-mail alerts  Real-time status  Easy to set up and modify  Deadline reminders  Multiple options available
  8. 8. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 8 The board is always available online
  9. 9. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 9 Cards are packed with potential
  10. 10. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 10 Excellent at a glance tool
  11. 11. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 11 What team members are saying  A useful tool  We’re just touching the surface of its capability.  Project status is live – no urgent status requests.  Put a task on a sticky and I’ll get it done.  When can my team use it?
  12. 12. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 12 Challenges  It can be hard to get everyone involved  Need a critical mass to succeed  Specialists/supervisors follow multiple boards  Must be online to use it
  13. 13. W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 13 A deputy director’s perspective  A great management tool  More information at my fingertips  Even though almost everyone who works for me is in another building, I am in the loop

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