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Kanban Case Study

Steinn 'Stan' Jónsson
Steinn 'Stan' JónssonSoftware Architect at Alliance Data
Kanban Case Study
           By	
  Steinn	
  Arnar	
  Jónsson	
  
           Presented	
  at	
  agileLUNCHBOX	
  
           September	
  26,	
  2012	
  

Business Value…Achieved
whoami

 •  Senior	
  Consultant	
  at	
  Quick	
  SoluGons	
  




Business Value…Achieved
The Case Study

 •  Hugsmiðjan	
  	
  
      – Maker	
  of	
  Eplica	
  CMS	
  
      – 500+	
  CMS	
  installaGons	
  
      – 27	
  employees	
  
      – Located	
  in	
  Reykjavík,	
  Iceland	
  




Business Value…Achieved
Hugsmiðjan cont.

 •  VerGcals	
  	
  
      – ProducGon:	
  	
  
           •  Graphic	
  Design	
  
           •  Front-­‐end	
  development	
  (HTML/JavaScript/CSS)	
  
           •  Back-­‐end	
  development	
  (Java)	
  
           •  Setup	
  
           •  QA	
  
      – Support:	
  	
  
           •  Sales,	
  Customer	
  Support,	
  PM,	
  Management	
  
 •  My	
  role	
  
      – Development	
  Manager	
  /	
  Team	
  Lead	
  

Business Value…Achieved
How is Hugsmiðjan Unusual?

 •  Projects	
  are	
  small	
  
      – Ranging	
  from	
  a	
  couple	
  of	
  days	
  to	
  2-­‐3	
  months	
  
 •  Typical	
  for	
  50+	
  projects	
  to	
  be	
  going	
  on	
  (open)	
  
    at	
  the	
  same	
  Gme	
  
      – Something	
  we	
  were	
  hoping	
  to	
  reduce	
  with	
  Kanban	
  
 •  Employees	
  are	
  highly	
  specialized	
  



Business Value…Achieved
What is Kanban?

 •  Limited	
  pull	
  system	
  
      – Limit	
  work	
  in	
  progress	
  
      – Tasks	
  are	
  pulled	
  along	
  the	
  producGon	
  line	
  (work	
  
        flow)	
  




Business Value…Achieved
Why limit WIP?

•  The	
  more	
  tasks	
  we	
  start,	
  the	
  longer	
  it	
  takes	
  for	
  each	
  task	
  
   to	
  be	
  completed	
  



                                            VS.


•  We	
  want	
  to	
  avoid	
  boele	
  necks	
  
    –  10	
  features	
  that	
  have	
  been	
  coded	
  but	
  not	
  tested	
  	
  
         =>	
  inventory	
  =>	
  costs	
  us	
  $	
  
    –  5	
  features	
  that	
  have	
  been	
  coded,	
  tested	
  and	
  deployed	
  =>	
  
 BusinesspotenGal	
  $	
  in	
  the	
  bank	
  
          Value…Achieved
Kanban Core Practices




           Visualize	
         Limit	
  Work	
  in	
     Manage	
  Flow	
     Make	
  Policies	
         Improve	
  
           Workflow	
             Progress	
                                     Explicit	
           CollaboraGvely,	
  
                                                                                                           Evolve	
  
                                                                                                     Experimentally	
  
                                                                                                      (using	
  models	
  
                                                                                                          and	
  the	
  
                                                                                                         scienGfic	
  
                                                                                                         method)	
  




  Business Value…Achieved
David Anderson, www.agilemanagement.net
Vizualize	
  &	
  Manage	
  Flow	
  
                                          Limit	
  WIP	
  




                                                              Henrik Kniberg, www.crisp.se/henrik.kniberg




                                         Make	
  Policies	
  Explicit	
  

Business Value…Achieved
Day in Kanbanland




Business Value…Achieved
Henrik Kniberg, www.crisp.se/henrik.kniberg
Day in Kanbanland




Business Value…Achieved
Henrik Kniberg, www.crisp.se/henrik.kniberg
Day in Kanbanland




Business Value…Achieved
Henrik Kniberg, www.crisp.se/henrik.kniberg
Day in Kanbanland




Business Value…Achieved
Henrik Kniberg, www.crisp.se/henrik.kniberg
Why Kanban?

Challenges we were hoping to address:
 •  Too	
  many	
  projects	
  going	
  on	
  
 •  Management	
  lacked	
  oversight	
  of	
  projects	
  
 •  Hard	
  to	
  answer	
  quesGons	
  about	
  when	
  things	
  
    will	
  get	
  done	
  
 •  Projects	
  were	
  running	
  over	
  budget	
  
 •  Not	
  working	
  together	
  as	
  a	
  team	
  

Business Value…Achieved
December 2009cont. People Cross-functional Team
 Hugsmiðjan – Five
                            Grapic	
        Web	
       Back-­‐end	
  
Next	
     Analysis	
                                                     Setup	
     QA	
     Done	
  
                            Design	
        Dev	
       Dev	
  
      •  VerGcals	
  	
  
             – ProducGon:	
  	
  
                   •  Graphic	
  Design	
  
                   •  Front-­‐end	
  development	
  (HTML/JavaScript/CSS)	
  
                   •  Back-­‐end	
  development	
  (Java)	
  
                   •  QA	
  
             – Support:	
  	
  
                   •  Sales,	
  Customer	
  Support,	
  PM,	
  Management	
  
      •  My	
  role	
  
             – Development	
  Manager	
  /	
  Team	
  Lead	
  

     Business Value…Achieved
September 2010 – One Board, Entire Company
                                                                              Back-­‐end	
  
                     Analysis	
     Design	
     Web	
  Dev	
     Setup	
                      QA/Demo	
     Done	
  
                                                                              Dev	
  
Project	
  A	
  

Project	
  B	
  

Project	
  C	
  

Project	
  D	
  

New	
  	
  
Standard	
  
Web	
  Sites	
  

     Other	
  	
  
     Tasks	
  




      Business Value…Achieved
Ticket Templates



Improvement	
  to	
                           Internal	
  improvement	
  
an	
  exisGng	
  web	
  


                                               	
  	
  	
  	
  	
  Bug	
  fix	
  
New	
  web	
  site	
  
Kanban Case Study
Daily Mantra

 •  Is	
  the	
  board	
  up-­‐to-­‐date	
  and	
  in	
  sync	
  with	
  JIRA?	
  
 •  Are	
  you	
  respecGng	
  WIP	
  limits?	
  
 •  Are	
  you	
  showing	
  blockers	
  and	
  working	
  to	
  
    remove	
  them?	
  
 •  Do	
  you	
  know	
  which	
  Gcket	
  you	
  should	
  be	
  
    working	
  on	
  and	
  what	
  is	
  next?	
  



Business Value…Achieved
October 2010 – Minor Enhancements




Added	
  queue	
  
at	
  the	
  boeom	
  
     Business Value…Achieved
March 2011 – Major Change
      Separate Analysis Table & Two Implementation Tables
              Analysis	
                                                                                                               ImplementaGon	
  

Leads	
   Analysis	
   Contr.	
   Wirefr.	
   Ready	
  to	
  Impl	
                                                  Next	
               In	
  Progress	
         QA	
             Done	
  
                                                                             Web	
  Dev	
  
                                                                             Back	
  Dev	
  
                                                      Service	
  
                                                                             Sys	
  Adm	
  
                                                      Tickets	
  
                                                                             	
  	
  	
  Setup	
  	
  	
  	
  	
  	
  	
  	
  	
  

                                                                                                              Kickoff	
               Web	
  Dev	
   Back.	
  Dev	
   Setup/QA	
   Delivered	
  

                                                            Tickets	
  
                                                            w.	
  Flow	
  
Retrospectives        	
  	
  	
  	
  	
  	
  Improvements	
  

                                   Not	
              In	
  pro-­‐           Goal	
  
Key	
  to	
  success:	
            Started	
          gress	
                achieved	
  
•  Concrete	
  	
  
   goals	
  
•  Assign	
  	
  
   owners	
  




  Business Value…Achieved
Back-end Dev Team Doing Scrum
  Not	
  Started	
     In	
  Progress	
     QA	
     Ready	
  to	
  Demo	
  
Not	
  Started	
     In	
  Progress	
     QA	
     Ready	
  to	
  Demo	
  
Kanban & Scrum Integration
Kickoff	
     Next	
     Web	
  Dev	
     Back.	
  Dev	
             QA	
  




                                         In	
  Sprint	
  




                                                            Sprint	
  User	
  Stories	
  
June 2012 – Implementation Tables Combined Again
       Sales Moved to Another Table

         Graphic	
  Design	
                                                    ImplementaGon	
  
                                                                                                                              Running	
  
Ready	
  for	
   In	
       Ready	
  for	
     Next	
   Web	
  Dev	
   Back.	
  Dev	
       QA	
     Svc	
  Desk	
   Done	
   in	
  prod	
  
Design	
         Design	
   Impl.	
  



                                                                         In	
  Sprint	
  
                                                                                                     Sys	
  Admin	
  
                                                                                                                                WaiGng	
  
                                                                                                                                on	
  cust.	
  
Metrics
   Lead	
  Time	
                                                    Cicle	
  Time	
  
   Size	
                     Days	
  (average)	
                    Size	
                  Days	
  (average)	
  
   Small	
                                     7.4	
                 Small	
                                 6.4	
  
   Medium	
                                  17.0	
                  Medium	
                              12.5	
  
   Large	
                                   25.2	
                  Large	
                               15.0	
  


   Throughput	
  last	
  4	
  weeks	
  
   Start	
            Small	
        Medium	
            Large	
                 TOTAL	
  
   3/22/2011	
        7	
            7	
                 0	
                     14	
  
   3/15/2011	
        9	
            4	
                 5	
                     18	
  
   3/8/2011	
         3	
            2	
                 1	
                     6	
  
   3/1/2011	
         6	
            5	
                 1	
                     12	
  


Business Value…Achieved
Statistical Process Control Chart




                                                                         David P. Joyce, leanandkanban.wordpress.com.
   Want	
  to	
  track	
  for...	
  
    Lead	
  Time	
          Cicle	
  Time	
      Throughput	
  

    Feature	
  Requests	
                New	
  Web	
  Site	
     Bugs	
       Internal	
  Improvements	
  
Business Value…Achieved
Service	
  Desk,	
  115	
  Dckets,	
  April	
  2011	
  
                           Errors	
  vs.	
  Value	
  




                          53%	
  Errors	
     47%	
  Value	
  




Business Value…Achieved
Benefits Experienced

 •  VisualizaGon	
  of	
  workflow	
  
       – General	
  employee	
  awareness	
  of	
  ongoing	
  projects	
  
       – A	
  platorm	
  for	
  us	
  to	
  iteraGvely	
  improve	
  our	
  workflow	
  
 •  Beeer	
  understanding	
  of	
  project	
  statuses	
  
 •  Beeer	
  handling	
  of	
  roadblocks	
  and	
  escalaGon	
  of	
  
    issues	
  	
  
 •  Experienced	
  to	
  some	
  extent:	
  
       – ReducGon	
  of	
  WIP	
  
       – CooperaGon	
  on	
  individual	
  Gckets	
  

 Business Value…Achieved
Challenges

 •  Geung	
  people	
  to	
  follow	
  the	
  process	
  
 •  Geung	
  people	
  to	
  respect	
  WIP	
  limits	
  
 •  Geung	
  people	
  to	
  team	
  up	
  on	
  Gckets	
  
 •  Handling	
  excepGons	
  to	
  flow	
  
 •  ExtracGng	
  and	
  using	
  metrics	
  




Business Value…Achieved
Questions?




 Business Value…Achieved
Summary

 •  Covered	
  basics	
  of	
  Kanban	
  
 •  Showed	
  that	
  it	
  is	
  an	
  ever	
  evolving	
  process,	
  
    with	
  focus	
  on	
  conGnuous	
  improvement	
  
 •  Useful	
  tool	
  for	
  management	
  
      – But	
  not	
  a	
  magic	
  bullet	
  




Business Value…Achieved
Further Reading & Contact Info




                          @sjonsson	
  
                       www.sjonsson.com	
  
                  sjonsson@quicksoluGons.com	
  
Business Value…Achieved
1 of 34

Kanban Case Study

Download to read offline

Kanban case study presented at agileLUNCHBOX on September 26, 2012. Presentation outline can be seen at http://www.meetup.com/techlifecolumbus/events/44973882/

Steinn 'Stan' Jónsson
Steinn 'Stan' JónssonSoftware Architect at Alliance Data

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Kanban Case Study

  • 1. Kanban Case Study By  Steinn  Arnar  Jónsson   Presented  at  agileLUNCHBOX   September  26,  2012   Business Value…Achieved
  • 2. whoami •  Senior  Consultant  at  Quick  SoluGons   Business Value…Achieved
  • 3. The Case Study •  Hugsmiðjan     – Maker  of  Eplica  CMS   – 500+  CMS  installaGons   – 27  employees   – Located  in  Reykjavík,  Iceland   Business Value…Achieved
  • 4. Hugsmiðjan cont. •  VerGcals     – ProducGon:     •  Graphic  Design   •  Front-­‐end  development  (HTML/JavaScript/CSS)   •  Back-­‐end  development  (Java)   •  Setup   •  QA   – Support:     •  Sales,  Customer  Support,  PM,  Management   •  My  role   – Development  Manager  /  Team  Lead   Business Value…Achieved
  • 5. How is Hugsmiðjan Unusual? •  Projects  are  small   – Ranging  from  a  couple  of  days  to  2-­‐3  months   •  Typical  for  50+  projects  to  be  going  on  (open)   at  the  same  Gme   – Something  we  were  hoping  to  reduce  with  Kanban   •  Employees  are  highly  specialized   Business Value…Achieved
  • 6. What is Kanban? •  Limited  pull  system   – Limit  work  in  progress   – Tasks  are  pulled  along  the  producGon  line  (work   flow)   Business Value…Achieved
  • 7. Why limit WIP? •  The  more  tasks  we  start,  the  longer  it  takes  for  each  task   to  be  completed   VS. •  We  want  to  avoid  boele  necks   –  10  features  that  have  been  coded  but  not  tested     =>  inventory  =>  costs  us  $   –  5  features  that  have  been  coded,  tested  and  deployed  =>   BusinesspotenGal  $  in  the  bank   Value…Achieved
  • 8. Kanban Core Practices Visualize   Limit  Work  in   Manage  Flow   Make  Policies   Improve   Workflow   Progress   Explicit   CollaboraGvely,   Evolve   Experimentally   (using  models   and  the   scienGfic   method)   Business Value…Achieved David Anderson, www.agilemanagement.net
  • 9. Vizualize  &  Manage  Flow   Limit  WIP   Henrik Kniberg, www.crisp.se/henrik.kniberg Make  Policies  Explicit   Business Value…Achieved
  • 10. Day in Kanbanland Business Value…Achieved Henrik Kniberg, www.crisp.se/henrik.kniberg
  • 11. Day in Kanbanland Business Value…Achieved Henrik Kniberg, www.crisp.se/henrik.kniberg
  • 12. Day in Kanbanland Business Value…Achieved Henrik Kniberg, www.crisp.se/henrik.kniberg
  • 13. Day in Kanbanland Business Value…Achieved Henrik Kniberg, www.crisp.se/henrik.kniberg
  • 14. Why Kanban? Challenges we were hoping to address: •  Too  many  projects  going  on   •  Management  lacked  oversight  of  projects   •  Hard  to  answer  quesGons  about  when  things   will  get  done   •  Projects  were  running  over  budget   •  Not  working  together  as  a  team   Business Value…Achieved
  • 15. December 2009cont. People Cross-functional Team Hugsmiðjan – Five Grapic   Web   Back-­‐end   Next   Analysis   Setup   QA   Done   Design   Dev   Dev   •  VerGcals     – ProducGon:     •  Graphic  Design   •  Front-­‐end  development  (HTML/JavaScript/CSS)   •  Back-­‐end  development  (Java)   •  QA   – Support:     •  Sales,  Customer  Support,  PM,  Management   •  My  role   – Development  Manager  /  Team  Lead   Business Value…Achieved
  • 16. September 2010 – One Board, Entire Company Back-­‐end   Analysis   Design   Web  Dev   Setup   QA/Demo   Done   Dev   Project  A   Project  B   Project  C   Project  D   New     Standard   Web  Sites   Other     Tasks   Business Value…Achieved
  • 17. Ticket Templates Improvement  to   Internal  improvement   an  exisGng  web            Bug  fix   New  web  site  
  • 19. Daily Mantra •  Is  the  board  up-­‐to-­‐date  and  in  sync  with  JIRA?   •  Are  you  respecGng  WIP  limits?   •  Are  you  showing  blockers  and  working  to   remove  them?   •  Do  you  know  which  Gcket  you  should  be   working  on  and  what  is  next?   Business Value…Achieved
  • 20. October 2010 – Minor Enhancements Added  queue   at  the  boeom   Business Value…Achieved
  • 21. March 2011 – Major Change Separate Analysis Table & Two Implementation Tables Analysis   ImplementaGon   Leads   Analysis   Contr.   Wirefr.   Ready  to  Impl   Next   In  Progress   QA   Done   Web  Dev   Back  Dev   Service   Sys  Adm   Tickets        Setup                   Kickoff   Web  Dev   Back.  Dev   Setup/QA   Delivered   Tickets   w.  Flow  
  • 22. Retrospectives            Improvements   Not   In  pro-­‐ Goal   Key  to  success:   Started   gress   achieved   •  Concrete     goals   •  Assign     owners   Business Value…Achieved
  • 23. Back-end Dev Team Doing Scrum Not  Started   In  Progress   QA   Ready  to  Demo  
  • 24. Not  Started   In  Progress   QA   Ready  to  Demo  
  • 25. Kanban & Scrum Integration Kickoff   Next   Web  Dev   Back.  Dev   QA   In  Sprint   Sprint  User  Stories  
  • 26. June 2012 – Implementation Tables Combined Again Sales Moved to Another Table Graphic  Design   ImplementaGon   Running   Ready  for   In   Ready  for   Next   Web  Dev   Back.  Dev   QA   Svc  Desk   Done   in  prod   Design   Design   Impl.   In  Sprint   Sys  Admin   WaiGng   on  cust.  
  • 27. Metrics Lead  Time   Cicle  Time   Size   Days  (average)   Size   Days  (average)   Small   7.4   Small   6.4   Medium   17.0   Medium   12.5   Large   25.2   Large   15.0   Throughput  last  4  weeks   Start   Small   Medium   Large   TOTAL   3/22/2011   7   7   0   14   3/15/2011   9   4   5   18   3/8/2011   3   2   1   6   3/1/2011   6   5   1   12   Business Value…Achieved
  • 28. Statistical Process Control Chart David P. Joyce, leanandkanban.wordpress.com. Want  to  track  for...   Lead  Time   Cicle  Time   Throughput   Feature  Requests   New  Web  Site   Bugs   Internal  Improvements   Business Value…Achieved
  • 29. Service  Desk,  115  Dckets,  April  2011   Errors  vs.  Value   53%  Errors   47%  Value   Business Value…Achieved
  • 30. Benefits Experienced •  VisualizaGon  of  workflow   – General  employee  awareness  of  ongoing  projects   – A  platorm  for  us  to  iteraGvely  improve  our  workflow   •  Beeer  understanding  of  project  statuses   •  Beeer  handling  of  roadblocks  and  escalaGon  of   issues     •  Experienced  to  some  extent:   – ReducGon  of  WIP   – CooperaGon  on  individual  Gckets   Business Value…Achieved
  • 31. Challenges •  Geung  people  to  follow  the  process   •  Geung  people  to  respect  WIP  limits   •  Geung  people  to  team  up  on  Gckets   •  Handling  excepGons  to  flow   •  ExtracGng  and  using  metrics   Business Value…Achieved
  • 33. Summary •  Covered  basics  of  Kanban   •  Showed  that  it  is  an  ever  evolving  process,   with  focus  on  conGnuous  improvement   •  Useful  tool  for  management   – But  not  a  magic  bullet   Business Value…Achieved
  • 34. Further Reading & Contact Info @sjonsson   www.sjonsson.com   sjonsson@quicksoluGons.com   Business Value…Achieved