Wednesday, March 3, 2021

Taking Kanban To The Bank

 


Taking Kanban To the Bank 
by Jeffrey M. Bowen

 

For several years our son Seth was a technical writer for a large bank in the Midwest.   He became adept at translating a regular flow regulatory gobbledygook into clear written instructions.  His biggest surprise came when the bank experienced a tsunami of 14,000 federally mandated regulations with a deadline for full processing and compliance within six months.  

 

The bank’s officials realized they would need to think out of the box to meet this bureaucratic demand. Thus they turned to a project management system invented in the 1950s to expedite Japanese car manufacturing.  Kanban is named for a series of cards or signboards which help teams communicate the status of each phase in a process where cost control requires a continuously adjusted balance between inventory and production.  In other words, a project is broken into flexible, customized chunks and all of them moved forward simultaneously without backlogs and delay.  Sometimes this is called agile or just-in-time manufacturing.   Using kanban to process voluminous regulations was an unusual and innovative solution.     

 

This is where our son entered the picture.   A calm communicator and always able to teach and simply explain technical matters, Seth was given a lead role for a team of 15 employees from different bank divisions.  Expected to isolate themselves in a meeting room, surrounded by progress cards and lined with signboards, the group was charged with rapidly churning out 14,000 pieces of procedural guidance in short order.   As the first team progressed, two more teams were launched.   

 

 Project management like this is a world away from my professional experience in public education.  The closest comparison might be a music director or a cafeteria manager.  Perhaps this is why I would fail as a chef who needs to have a multi-course dinner arrive on time.   The salad and dessert may involve only a step or two, but preparation of the main course may entail many more steps.  The ingredients for everything must be purchased, coordinated, be available when needed, and prepared simultaneously. 

 

 Motivation, training, and practice make a big difference.  Not long after diving into the kanban project, Seth became an enthusiastic advocate, often explaining what was going on in his conference room to visiting executives.   Also, he started to use an interesting new vocabulary.     

 

 One day he called to tell us he was planning to take a certification course to become a scrum master.  A what?  I almost told him he was too old to be taking up rugby where the game begins with a scum of two teams who lock arms in a circle and push each other around like sumo wrestlers until the ball gets kicked free.    

 

In agile project management, apparently a scrum is far afield from rugby.  It is a management framework introduced by the Japanese.  The central idea is for teams to be pursue separate, yet completable tasks, each focused on a “sprint” or relatively short period of time to complete and ship out the partial result.   A reassessment of progress, including any backlogs or lack of focus, occurs after each sprint, and changes may be made to improve effectiveness and efficiency.

 

 The scrum master’s role is to serve as a liaison between the product owner and the scrum sprinting team.  Speed is a priority for scrumming.   If something does not work, make it “fail fast” and move on to what works.  Internet literature on this topic describes Netflix as a prime example.   With the user’s experience as a priority, new listings are issued regularly, and video can be shipped or accessed fast.  What is not working can be excised quickly.   Whether it is kanban, or the more structured approach of scrum, all of these methods focus on responding to change instead of following a lockstep plan.  They lend themselves to the use of computer software.  All of them take a Japanese cue known as “kaizen”, in other words a process of continuous emphasis on efficiency, quality and improvement.  

 

 Our son’s kanban team reached their goal two months ahead of deadline.  The bank proved it was able to adjust quickly to new mandates, rely on teamwork, and ensure a continuous flow of productivity.  Agile systems like kanban and scrum  have surely become the cutting edge of our economic future.     

 

2/27/20

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