Page Comparison

https://softwareofexcellenceap.leankit.com/

The Concept
When teams rely on text-based lists, spreadsheets, and emails to keep track of their work, all too often things "fall between the cracks." Regardless of the type of work you do, if it involves multiple steps and a team of people to get it done, then you're probably familiar with the misunderstandings, oversights, and hand-off delays that can easily occur.

Using a Kanban Anchor_GoBack_GoBack board to visualize the work as it's being worked on helps to reveal problems earlier in the process to eliminate them quickly. To create a visual for our clients we create lanes to show where the practice currently exists within our customer success program.

Cards are used to represent each of the practices on the board. Cards can be moved across the board easily using drag and drop to reflect the current status of each work item.

You can look at all of the boards by clicking the logo in the top left. There are multiple per team.

Customer Success tend to use:
APAC CSC – Track our own clientsAPAC clients
APAC Installs Board – Track the implementations installs

Title is used to specify location and practice nameHeader name

Header is used to specify the practice IDDescription ID

Description is used to capture important information and contact details for the practicePlanned practice

Planned finish date is used to specify when you next plan to speak with the customer. This makes it really easy to look over the board and see what is outstanding and coming up (red and orange colours mean they are due soon or overdue)

Comments can be used to note when you have actioned something or communicated with a practiceColours practice

Colours on the card (card typeCard Type) are used to specify which CSC owns the practice