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Making the Work Visible
The materialization of the evolution on the understanding of our working system




    Alisson Vale
    Software Designer                                       Looking for Sustentability in
    Coach / Independent Consultant                          Software Development
    Twitter: @alissonvale
    Blog: http://alissonvale.com
Study Case
we have started our Kanban
implementation in Feb/2008
From physical to electronic
       Oct/2008
The Phidelis System Design
       in Jan/2009
The Phidelis System Design
        in Apr/2010



          ?
The Phidelis System Design
   became an ecosystem




by continuously “making the work visible” in
response to new levels of system understanding
The Phidelis System Design


            design focus
            and discoveries
design focus #1

thinking in “ecosystems”
     rather than in linear
               processes
Discovery #1: visual structures help you when you are
                designing ecosystems
design focus #2

  contextualizing visual
information rather than
       using traditional
                 reports
Discovery #2: Contextualizing visual information helps you
                   get the big picture
design focus #3
     organizing the
system considering
    interconnected
       perspectives
Discovery #3:
Perspectives help to
   comprehend
 interconnections
Phidelis System Perspectives

  customer
perspective                          system
                                     perspective




                                             team
                                             perspective




                                         personal
                                         perspective
Perspectives also help to absorb
             market profles
  ● Customer interest is         ● Customer interest is
  associated with smaller cost   associated with flexibility and
  ● Lower revenue
                                 customization, regardless cost
   due resource sharing,         ● Higher revenue

   lack of commitment for         compensates unacceptable cost
  customization                   due pressure, commitments,
                                  and estimations
  ● Easy to Scale                ● Hard to Scale

  ● Enables grow                 ● Restricts grow




Homogenous                                           Heterogenous
Perspectives based on market
       aggregations
Demo
              remind the presenter to show   Point



●   that this is not a
    Kanban tool,
    it's an environment for
    getting system
    understanding
●   the ecosystem
    architecture in a
    nutshell
●   the four perspectives
●   the product line flter to
    switch between
    perspectives
making ...
         | the nature of the work |
         | the workfow |
         | collaboration |
         | time |
         | information |
         | engineering traceability |
         | movements |
                           ... visible
making the nature of
 the work visible
the nature of demand
                     new
                     software
support
operations




                                Improvements on
problem
                                existing software
solving
Cards and other symbols are putted
together to represent units of work in
          different contexts
levelling effort

        T-Shirt sizing approach

Small         Medium              Large
Units of work fow in single pieces, but we also
       need to persue business goals and other
                                 achievements

business activities
Following high level achievements




     Mini View
Demo
              remind the presenter to show   Point



●   how work is
    represented in different
    ways
●   the structure of a unit of
    work
●   the structure of a
    business activity
making the
workfow visible
workflow
                          scheme
                                  WIP
                                                              Waiting
                   in progress            feedback          for release
prioritization
                                                              release
                   enqueued              inspection            ready


          IN                                                        OUT


                          Flow in WIP is no linear
  backlog        It is random due constant arrival of new   delivered
                 information related or not to a given
                 unit of work
workflow: team member perspective
               Limits per person
               and state
workflow: team perspective
                      bidimensional
                      fow
workflow: customer/aggregation
          perspective
Demo
              remind the presenter to show   Point



●   fow and prioritization
    in the input area
●   fow in WIP, transition
    to the inspection state
    and output area
making
collaboration visible
Swarming behavior occurs as people
    get involved with the work
“I have done            “I have done
something to help him   something to help them
on this work”           on work they are involved”
a team member participation         Conversation
in terms of comments applied to
each unit of work

                                  the whole conversation of the
                                  team
Full visibility of current involvement and
                recent actions
Demo
             remind the presenter to show   Point



●   Swarming e
    conversation around a
    card
●   Individual collaboration
    visible
●   Visualization of team
    involvement
●   Team view and
    conversation
making time visible
Getting time perspective
The “Cycle
Time” clock
stops when
the demand
 arrives the
  delivered
    state
Demo
             remind the presenter to show   Point



●   Time on delivery area
    and card details
●   the time view
making information
     visible
Focus on contextual
information in order to
      get a quick
 understanding of the
        system
Work leaving/entering
              in the three systemic
                       areas
What has just been pulled to WIP
                                               What has just left the system




               What has just entered into the backlog
Getting information about the
 relative volume of demand
     regarding its nature

    INPUT                       WIP                          OUTPUT

       %
%                                                             %
                            %       %                               %
            %
                                         %                    %
%                               %                                   %




                %   +                 Undesirable economic effort
                        %
...and regarding relevant customers
         and aggregations
    INPUT                               WIP                             OUTPUT



                %                               %                                %
    %                                  %                                %

                  %                               %                              %
        %                                  %                                %




            this information is used to help with capacity allocation
Individual involvement rather than
      individual performance
Demo
              remind the presenter to show   Point



●   information on the top
    bar and rotator with
    “Most Recent on”
    information
●   info rotator on the top
    bar
●   info on personal view
    regarding individual
    involvement
●   performance view
●   no hidden info neither
    access control
making engineering
traceability visible
From the board to the Tracking System (Mantis)
From the board to
The Build System
(CruiseControl)
From the board to
the change in the source code repository
(subversion/trac)




                                   53
making movements
     visible
Broadcast channel #1

Instant desktop communication for team members
Broadcast
                    channel #2




Instant TV
communication for
the workplace
Final thought:

Making the work visible can be a really
        good way to materialyze
      the current understanding
 of the system and to enable further
            improvements
Thank You!
                                                                    Read more...
                        Blog Articles
                        http://alis s onvale .com/e nglis hblog

                        Kanban: When Signalization Matters
                        alis s onvale .com/e nglis hblog/pos t/Kanban-Whe n-Signalization-Matte rs .as px

                        The History of a Kanban System (Portuguese)
                        http:// alis s onvale .com/e nglis hblog/pos t/A-His toria-de -um-Sis te ma-Kanban.as px

                        Interview on InfoQ Brazil (Portuguese)
                        http://www.infoq.com/br/ne ws /2009/01/bras il-re pre s e ntacao-confe re nc ia




Contact
Mail: contact@ alissonvale.com
Blog : http://alissonvale.com/englishblog
Twitter: @ alissonvale

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Making the Work Visible

  • 1. Making the Work Visible The materialization of the evolution on the understanding of our working system Alisson Vale Software Designer Looking for Sustentability in Coach / Independent Consultant Software Development Twitter: @alissonvale Blog: http://alissonvale.com
  • 3. we have started our Kanban implementation in Feb/2008
  • 4. From physical to electronic Oct/2008
  • 5. The Phidelis System Design in Jan/2009
  • 6. The Phidelis System Design in Apr/2010 ?
  • 7. The Phidelis System Design became an ecosystem by continuously “making the work visible” in response to new levels of system understanding
  • 8. The Phidelis System Design design focus and discoveries
  • 9. design focus #1 thinking in “ecosystems” rather than in linear processes
  • 10. Discovery #1: visual structures help you when you are designing ecosystems
  • 11. design focus #2 contextualizing visual information rather than using traditional reports
  • 12. Discovery #2: Contextualizing visual information helps you get the big picture
  • 13. design focus #3 organizing the system considering interconnected perspectives
  • 14. Discovery #3: Perspectives help to comprehend interconnections
  • 15. Phidelis System Perspectives customer perspective system perspective team perspective personal perspective
  • 16. Perspectives also help to absorb market profles ● Customer interest is ● Customer interest is associated with smaller cost associated with flexibility and ● Lower revenue customization, regardless cost due resource sharing, ● Higher revenue lack of commitment for compensates unacceptable cost customization due pressure, commitments, and estimations ● Easy to Scale ● Hard to Scale ● Enables grow ● Restricts grow Homogenous Heterogenous
  • 17. Perspectives based on market aggregations
  • 18. Demo remind the presenter to show Point ● that this is not a Kanban tool, it's an environment for getting system understanding ● the ecosystem architecture in a nutshell ● the four perspectives ● the product line flter to switch between perspectives
  • 19. making ... | the nature of the work | | the workfow | | collaboration | | time | | information | | engineering traceability | | movements | ... visible
  • 20. making the nature of the work visible
  • 21. the nature of demand new software support operations Improvements on problem existing software solving
  • 22. Cards and other symbols are putted together to represent units of work in different contexts
  • 23. levelling effort T-Shirt sizing approach Small Medium Large
  • 24. Units of work fow in single pieces, but we also need to persue business goals and other achievements business activities
  • 25. Following high level achievements Mini View
  • 26. Demo remind the presenter to show Point ● how work is represented in different ways ● the structure of a unit of work ● the structure of a business activity
  • 28. workflow scheme WIP Waiting in progress feedback for release prioritization release enqueued inspection ready IN OUT Flow in WIP is no linear backlog It is random due constant arrival of new delivered information related or not to a given unit of work
  • 29. workflow: team member perspective Limits per person and state
  • 30. workflow: team perspective bidimensional fow
  • 32. Demo remind the presenter to show Point ● fow and prioritization in the input area ● fow in WIP, transition to the inspection state and output area
  • 34. Swarming behavior occurs as people get involved with the work
  • 35. “I have done “I have done something to help him something to help them on this work” on work they are involved”
  • 36. a team member participation Conversation in terms of comments applied to each unit of work the whole conversation of the team
  • 37. Full visibility of current involvement and recent actions
  • 38. Demo remind the presenter to show Point ● Swarming e conversation around a card ● Individual collaboration visible ● Visualization of team involvement ● Team view and conversation
  • 41. The “Cycle Time” clock stops when the demand arrives the delivered state
  • 42. Demo remind the presenter to show Point ● Time on delivery area and card details ● the time view
  • 44. Focus on contextual information in order to get a quick understanding of the system
  • 45. Work leaving/entering in the three systemic areas What has just been pulled to WIP What has just left the system What has just entered into the backlog
  • 46. Getting information about the relative volume of demand regarding its nature INPUT WIP OUTPUT % % % % % % % % % % % % % + Undesirable economic effort %
  • 47. ...and regarding relevant customers and aggregations INPUT WIP OUTPUT % % % % % % % % % % % % this information is used to help with capacity allocation
  • 48. Individual involvement rather than individual performance
  • 49. Demo remind the presenter to show Point ● information on the top bar and rotator with “Most Recent on” information ● info rotator on the top bar ● info on personal view regarding individual involvement ● performance view ● no hidden info neither access control
  • 51. From the board to the Tracking System (Mantis)
  • 52. From the board to The Build System (CruiseControl)
  • 53. From the board to the change in the source code repository (subversion/trac) 53
  • 54. making movements visible
  • 55. Broadcast channel #1 Instant desktop communication for team members
  • 56. Broadcast channel #2 Instant TV communication for the workplace
  • 57. Final thought: Making the work visible can be a really good way to materialyze the current understanding of the system and to enable further improvements
  • 58. Thank You! Read more... Blog Articles http://alis s onvale .com/e nglis hblog Kanban: When Signalization Matters alis s onvale .com/e nglis hblog/pos t/Kanban-Whe n-Signalization-Matte rs .as px The History of a Kanban System (Portuguese) http:// alis s onvale .com/e nglis hblog/pos t/A-His toria-de -um-Sis te ma-Kanban.as px Interview on InfoQ Brazil (Portuguese) http://www.infoq.com/br/ne ws /2009/01/bras il-re pre s e ntacao-confe re nc ia Contact Mail: contact@ alissonvale.com Blog : http://alissonvale.com/englishblog Twitter: @ alissonvale