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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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Washington State Auditor’s Office
Troy KelleyI 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
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi 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
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi c e 3
Building a Lean culture
Want to see our work
Work in teams
Collaborate daily
Why use task-tracking boards?
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi 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 ffi 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 ffi 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
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi 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
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi 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 ffi 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 ffi 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 ffi 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?
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi 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
W a s h i n g t o n S t a t e A u d i t o r ’ s O ffi 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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