Demand Management in Bee360

Bee360

19 Jan 202403:05

Summary

TLDRThe script introduces b360 as a tool for simplifying demand management through two user-friendly options: Canon boards and workflow-driven processes. With Canon boards, users can customize views, easily add and manage demands, and ensure budget considerations are in place. Alternatively, the workflow-driven process offers a structured approach where tasks must be completed sequentially, reducing the need for coordination meetings and minimizing oversight. Both methods cater to different preferences, ensuring effective demand management.

Takeaways

📊 Managing demands can be simplified with user-friendly options in b360.
🔍 You can organize and view demands by using 'Canon boards' in b360.
💡 To start, navigate to the portfolio dashboard and filter by the initiative to see all demands.
🎯 Customize the demand board by setting lanes and columns to view demands by priority or lifecycle.
🔄 Change the lifecycle and priorities of demands by dragging and dropping them into the corresponding fields.
📝 Adding a new demand is straightforward; simply click the plus sign and provide necessary details.
👥 Assign responsibilities and create tasks for collaborative work on a demand within the platform.
📁 Attach documents and provide a detailed description for a more comprehensive understanding of the demand.
💰 Before evaluating and ordering demands, check the budget status on the portfolio dashboard for informed decisions.
🔧 For a structured approach, use the workflow-driven process where each step must be completed before the next can proceed.
🔍 The workflow-driven process includes a change log to track who is responsible for each change made in the process.
🛠️ This structured workflow helps eliminate the need for coordination meetings and ensures clear task visibility, reducing the chance of missing essential steps.

Q & A

What is the purpose of using b360 for managing demands?
-The purpose of using b360 is to simplify the process of managing demands with various roles, assignments, and communications involved by offering two user-friendly options: using Canon boards or a workflow-driven process.
What is a 'Canon board' in the context of b360?
-A 'Canon board' in b360 is a tool that allows users to customize their view of demands by setting lanes and columns to different parameters, making it easier to manage and prioritize tasks.
How does one start using a Canon board in b360 for a specific business initiative?
-To start using a Canon board for a specific initiative like 'eliminate Legacy systems', one needs to go to the portfolio dashboard, report, filter by the initiative, and then select the 'Canon board' option to customize the view.
What is the significance of setting lanes and columns in a Canon board?
-Setting lanes and columns in a Canon board allows users to organize demands based on different parameters such as priority and life cycle, which helps in changing the status and managing the workflow more effectively.
How can one add a new demand to a Canon board in b360?
-To add a new demand, click on the plus sign, provide a name, set its current life cycle and priority, estimate the effort required for execution, and if needed, add a detailed description, assign responsibilities, create tasks, and attach documents.
Why is it important to check the budget status before evaluating and ordering a demand?
-Checking the budget status is crucial to ensure that decisions are made based on priorities and available resources, preventing overspending and making informed choices.
What is the alternative to using Canon boards for managing demands in b360?
-The alternative to using Canon boards is the workflow-driven process, which is a structured approach where each step in the sequence must be completed before the next one can proceed.
How does the workflow-driven process in b360 ensure tasks are completed in sequence?
-In the workflow-driven process, the responsible party must finish their task before the next person in line is notified to complete their task, ensuring a structured and sequential completion of tasks.
What is the benefit of using the change log in the workflow-driven process?
-The change log allows users to track who is responsible for each change made in the process, which helps in identifying any mistakes and maintaining accountability.
How does the structured workflow in b360 reduce the need for coordination meetings?
-The structured workflow eliminates the need for coordination meetings by providing a clear view of tasks and responsibilities, ensuring everyone knows what needs to be done and when, thus reducing the likelihood of overlooking essential steps.
What are the two main options b360 offers for managing demands, and what are their key features?
-The two main options b360 offers are Canon boards for a collaborative workflow and a workflow-driven process for a structured approach. Canon boards allow for customized views and easy task management, while the workflow-driven process ensures tasks are completed in a sequential and accountable manner.

Outlines

00:00

📊 Managing Demands with b360's Kanban Boards

The paragraph introduces the challenges of managing demands in a business setting and how b360 simplifies this with user-friendly options. It focuses on the use of Kanban boards to organize and prioritize demands within a business initiative called 'Eliminate Legacy Systems.' The process involves accessing the portfolio dashboard, filtering by initiative, and customizing the Kanban board view with lanes and columns. Users can easily add new demands, assign responsibilities, create tasks, and attach documents for collaborative work. The importance of checking the budget before evaluating and ordering demands is highlighted, ensuring informed decisions based on priorities.

Mindmap

Keywords

💡Managing Demands

Managing demands refers to the process of handling and organizing various tasks or requirements in a project or business initiative. In the context of the video, it is about dealing with the challenges of assigning roles, communications, and coordinating tasks effectively. The script mentions using b360 to simplify this process, indicating that managing demands is central to the video's theme of streamlining workflow.

💡Canon Boards

Canon Boards are a user-friendly tool within the b360 platform that allows users to organize and visualize demands in a structured manner. The script describes using Canon Boards to set lanes and columns according to different parameters, such as priority and life cycle, to customize the view of demands. This tool is integral to the collaborative aspect of the workflow discussed in the video.

💡Workflow Driven Process

A workflow driven process is a systematic approach to managing tasks where each step must be completed before the next one can begin. The video script highlights this process as an alternative to the Canon Boards for those who prefer a more structured method. It emphasizes the importance of completing tasks in sequence and the role of the responsible party in this process.

💡Business Initiative

A business initiative is a plan or strategy undertaken by a company to achieve a specific goal or address a particular challenge. In the script, 'eliminate Legacy systems' is an example of a business initiative that involves tackling old systems still in use. This concept is used to illustrate the application of the b360 platform in managing such initiatives.

💡Portfolio Dashboard

The portfolio dashboard is a central location within the b360 platform where users can view and manage all demands related to their business initiatives. The script mentions using the dashboard to report and filter demands by initiative, which is crucial for managing demands and understanding the overall progress of projects.

💡Life Cycle

In the context of the script, the life cycle refers to the stages a demand goes through from initiation to completion. The video explains how to set columns to the life cycle in Canon Boards to view demands at different stages, which helps in tracking progress and managing workflow effectively.

💡Priority

Priority is a level of importance assigned to demands, indicating which should be addressed first. The script describes setting the lens to priority in Canon Boards to filter and view demands based on their urgency, which is essential for effective demand management and resource allocation.

💡Demand Details

Demand details refer to the specific information about a demand, including its name, life cycle stage, priority, and effort required for execution. The video script explains how to view and add demand details in the b360 platform, which is important for understanding the scope and requirements of each demand.

💡Responsibilities

In the script, assigning responsibilities means designating specific individuals or teams to be in charge of certain tasks or demands. This is a key aspect of collaborative work on a demand, ensuring that everyone knows their role and contributes effectively to the project.

💡Budget Status

Checking the budget status is crucial before evaluating and ordering demands, as mentioned in the script. It involves ensuring that decisions are made based on available resources and priorities, which is an essential part of financial management and strategic planning within the b360 platform.

💡Change Log

A change log is a record of all modifications made during a workflow process. The script mentions using the change log to track who is responsible for each change, which helps in maintaining accountability and transparency in the workflow process.

Highlights

Managing demands can be simplified with user-friendly options in b360.

Two options for managing demands are Canon boards and workflow-driven processes in b360.

Canon boards offer a customizable view of demands by setting lanes and columns.

Demands can be easily reorganized within Canon boards by dragging and dropping.

Adding a new demand involves setting a name, life cycle, priority, and effort estimate.

Demand details can be expanded with descriptions, responsibilities, tasks, and document attachments.

Portfolio dashboard provides a view of the budget status for informed decision-making.

Workflow-driven process requires completion of each step before proceeding to the next.

Responsible parties must complete their tasks to notify the next person in the workflow.

Change log in the workflow process helps track who is responsible for each change.

Structured workflow eliminates the need for coordination meetings, improving task clarity.

b360 supports both collaborative and structured approaches to demand management.

Initiatives like 'Eliminate Legacy Systems' can be managed using b360's features.

Demands can be filtered and viewed by specific initiatives in the portfolio dashboard.

Effort estimation is a key part of adding a new demand in b360.

Checking against the budget is crucial before a demand is evaluated and ordered.

b360 ensures everyone maintains a clear view of their tasks, reducing process oversight.