KANBAN: 7-Steps Visual Dashboard for Streamlined Workflow Across Sectors

In the ever-evolving service industry, where efficiency and adaptability are paramount, Kanban emerges as a valuable tool. It offers a systematic approach to workflow management that can be tailored to suit various sectors within the service industry, including Information Technology (IT), IT-enabled services (ITeS), Business Process Outsourcing (BPO), startups, Banking, Financial Services, and Insurance (BFSI), and the Direct-to-Consumer (D2C) sector.

kanban visual dashboard for outperformance

What is Kanban

Kanban is like your to-do list but super organized. Imagine you have a board with columns, and each column represents a step in your work, like “To Do,” “Doing,” and “Done.” Tasks are like cards, and you move them from one column to the next as you work on them. It’s a visual way to see what’s on your plate and what you’ve finished. So, it helps you stay on top of your tasks and get things done smoothly.

Video credit – https://businessmap.io/kanban-resources/getting-started/what-is-kanban

7 Steps Approach

  1. Visualize Work:
    • Use cards or tasks to represent your work.
    • Create columns on a board to show different stages of work.
    • Put tasks in the “To Do” column when you start.
  2. Limit Work in Progress:
    • Set a limit on how many tasks you work on at once.
    • This keeps you from feeling overwhelmed.
  3. Move Tasks:
    • As you work on a task, move it to the “In Progress” and then “Done” columns.
    • This shows the status of your work.
  4. Prioritize:
    • Place the most important tasks at the top of your “To Do” column.
    • Focus on these first.
  5. Regular Review:
    • Have regular meetings to look at the board.
    • Discuss what’s working and what needs improvement.
  6. Transparency:
    • Make sure everyone can see the board and tasks.
    • This helps the whole team stay on the same page.
  7. Adapt to Changes:
    • If things change, like new tasks or priorities, adjust the board accordingly.
    • Kanban is flexible and can adapt to your needs.

The Key Benefits of Kanban

  1. Visual Workflow: Kanban provides a visual representation of your work, making it easy to see what needs to be done, what’s in progress, and what’s completed. This clarity enhances understanding and transparency.
  2. Efficient Task Prioritization: With Kanban, you can quickly see which tasks are most important and need immediate attention. This ensures that high-priority work gets addressed first.
  3. Reduced Work Overload: By setting Work in Progress (WIP) limits, Kanban prevents teams from taking on too many tasks at once. This results in more focused and efficient work.
  4. Continuous Improvement: Regular Kanban meetings and reviews allow teams to adapt and improve their processes over time. Feedback-driven enhancements lead to more efficient workflows.
  5. Minimized Bottlenecks: Kanban helps identify and address bottlenecks in your workflow, ensuring a smoother and more consistent work process.
  6. Enhanced Transparency: Kanban boards provide real-time visibility into the progress of tasks, making it easy for team members and stakeholders to track work status.
  7. Adaptability: Kanban’s flexibility allows teams to adapt to changing requirements and priorities without major disruptions, making it well-suited for dynamic work environments.
  8. Improved Collaboration: Kanban encourages communication and collaboration among team members, as everyone can see the status of tasks and work together more effectively.
  9. Smoother Delivery: Kanban helps streamline processes, leading to quicker and more predictable delivery of work items or projects.
  10. Customer Satisfaction: By focusing on delivering value and responding to customer feedback, Kanban can lead to higher customer satisfaction.

Kanban and Its Potential Usages in Different Sectors

SectorsKanban Usages
BFSI– Customer Support: Visual ticket management for monitoring customer queries.
– Compliance Tracking: Ensuring regulatory compliance with visual boards for tasks.
– Loan Processing: Visualizing loan application stages for transparency and approvals.
– Risk Management: Tracking risk assessments for effective risk management.
Software Development– Agile Software Development: Visualizing task flow for Agile methodology alignment.
– Efficient Resource Allocation: Preventing task overload for focused work.
– Visualize Project Progress: Providing a visual roadmap for tracking project status.
– Continuous Delivery: Streamlining development and testing for continuous deployment.
Business Process Outsourcing– Service Queue Management: Seamless service request flow through Kanban boards.
– Task Distribution: Assigning tasks to team members for efficient task handling.
– Resource Utilization: Balancing workloads for improved service quality and SLA adherence.
– Monitoring SLAs: Using Kanban’s visual cues for effective SLA tracking.
IT-enabled Services (ITeS)– Kanban for Knowledge Work: Adaptable knowledge work management with defined stages.
– Work Allocation: Assigning tasks to experts with WIP limits for efficient workload management.
– Transparency and Accountability: Providing visibility into knowledge work tasks.
– Quality Control: Ensuring high-quality deliverables with quality control stages.
– Continuous Improvement: Utilizing regular reviews and feedback for process enhancements.
Startups– Project and Task Management: Categorizing and tracking projects, maintaining organization.
– Resource Allocation: Managing limited resources efficiently with WIP limits.
– Product Development: Flexible and transparent product management with stage representation.
– Feedback Integration: Adapting to feedback loops for rapid iteration and improvement.
Direct-to-Consumer (D2C) Businesses– Product Launch: Visual tracking of product launch stages for efficient management.
– Inventory Management: Optimizing inventory levels and tracking restocking needs.
– Customer Orders: Efficiently managing orders from various online platforms.
– Customer Feedback: Organized collection and implementation of customer feedback for product and service enhancement.
IT Service Management (ITSM)– Kanban Boards for IT Teams: Practical task organization for IT departments with stages like “New Requests” to “Completed.”
– Work in Progress Limits: Setting limits to prevent task overload and enhance focus.
– Enhanced Ticket Management: Visual transformation of ticket management for improved progress tracking and task prioritization.
– Incident Resolution: Efficient incident management with full transparency from “Reported” to “Resolved.”
– Continuous Improvement: Regular Kanban meetings for service enhancement and workflow adaptation.
Manufacturing– Production Flow: Kanban systems streamline manufacturing processes, ensuring efficient production and inventory control.
– Inventory Management: Visualize stock levels and production stages to prevent overstock or understock issues.
– Quality Control: Integrate quality checks and inspections within the Kanban system to maintain product quality.
– Supplier Management: Use Kanban to manage and optimize relationships with suppliers for timely deliveries.
Pharma– Drug Development: Kanban aids in visualizing drug development stages, ensuring efficient progress and compliance.
– Clinical Trials: Manage clinical trial phases and data collection, enhancing transparency and compliance.
– Regulatory Compliance: Use Kanban for tracking and ensuring adherence to pharma regulations and certifications.
– Drug Manufacturing: Visualize the stages of drug manufacturing to maintain production efficiency and product quality.


In conclusion, Kanban is a versatile methodology that streamlines work across various service sectors. Its seven steps offer a clear path to transparency, efficient task prioritization, reduced workloads, and enhanced collaboration. By embracing Kanban, service providers can optimize their workflows and remain competitive in dynamic industries, from IT to D2C businesses. It’s the blueprint for efficient and customer-centric service.

FAQs (Frequently Asked Questions)

  1. What is Kanban, and how does it work?
    • Kanban is a visual workflow management system that helps teams organize tasks and track their progress. It typically consists of a board with columns representing different stages of work, and tasks are represented as cards. As work progresses, these cards move from one column to another, providing a clear visual overview of the workflow.
  2. In what industries or sectors is Kanban commonly used?
    • Kanban is a versatile methodology that can be adapted to various sectors. It’s commonly used in information technology (IT), IT-enabled services (ITeS), business process outsourcing (BPO), software development, customer support, knowledge work, startups, banking, financial services, insurance (BFSI), direct-to-consumer (D2C) businesses, and more.
  3. How does Kanban improve work transparency in the service industry?
    • Kanban enhances work transparency in the service industry by providing a visual representation of tasks and their status. This transparency allows team members and stakeholders to see which tasks are in progress, which are pending, and which have been completed, facilitating better collaboration and understanding.
  4. Can Kanban be applied to knowledge work and quality control processes in the service industry?
    • Yes, Kanban can be applied to knowledge work processes in the service industry. It allows for the visualization of tasks and their progress, making it particularly useful for knowledge-intensive tasks. Additionally, Kanban can incorporate stages for quality control and review, ensuring that final deliverables meet high-quality standards.
  5. What are the benefits of using Kanban in IT service management (ITSM)?
    • In IT service management, Kanban offers benefits such as improved task prioritization, enhanced ticket management, efficient incident resolution, and continuous improvement. The visual representation of tasks and their progress aids in better service delivery and adaptability to changing requirements.
  6. How does Kanban help in maintaining compliance in the BFSI sector?
    • In the BFSI sector, Kanban can be used to manage and track compliance-related tasks. Each card on the Kanban board can represent a compliance task, and its movement through the board’s columns reflects its stage in the compliance process. This ensures that all necessary compliance activities are monitored and managed effectively.
  7. Can Kanban be used for product management in startups?
    • Yes, Kanban is useful for product management in startups. It allows startups to categorize and track various aspects of product development, from ideation and design to development and testing. Kanban’s visual approach ensures that product development remains organized and transparent.
  8. How does Kanban facilitate customer feedback integration in D2C businesses?
    • In D2C businesses, Kanban boards can be used to collect, organize, and implement customer feedback effectively. This feedback can be represented as tasks on the board, allowing teams to track feedback-related tasks and ensure they are integrated into product or service improvements.
  9. What are some key considerations when setting up a Kanban system in the service industry?
    • When setting up a Kanban system in the service industry, it’s essential to define your workflow stages, create a clear Kanban board, set appropriate Work in Progress (WIP) limits, visualize work progress, and establish a culture of continuous improvement based on feedback and data.
  10. Can Kanban be integrated with other project management methodologies, such as Agile or Scrum?
  • Yes, Kanban can be integrated with other project management methodologies like Agile or Scrum. Many organizations use Kanban boards alongside Agile practices to enhance workflow visualization and adaptability. This integration can provide a more comprehensive approach to project management.

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