Since we often receive requests for insight into how to visualize particular work flows in CW, I took this as an opportunity to create a short training module on how you might take any ConnectWise process and visualize it using Kanban. Check out the video here – It’s under 9 minutes and not super polished as I did it in a single take and we are marketing boot strap style 🙂
Here are the steps:
Step 1 – identify the business process (eg: helpdesk, sales, projects, NOC, proactive, etc)
Step 2 – map out the steps in the process value stream from start to finish
Step 3 – identify (or create/modify as required) the CW ticket statuses
Step 4 – create the CW board, with a left to right ticket flow
Step 5 – fine tune the board and modify WIP limits and visualization as required
The end result is a Kanban board that clearly shows the status of each project, lets the team focus on moving work from left to right, visualizes the Work in Progress (WIP) at each step, and lets management know at a glance what is falling behind.
Let me know if this is useful or not really?