Washington State Auditor’s Office

Troy KelleyI n d e p e n d e n c e • R e s p e c t • I n t e g r i t y

Tracking team tasks online

Information Processing Management Association Forum

May 21, 2014

Dan Genz, Performance Auditor

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Conduct more than 2,000 audits each year

About 350 employees

20 offices across Washington

Most auditors are out in the field

About the State Auditor’s Office

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Building a Lean culture

Want to see our work

Work in teams

Collaborate daily

Why use task-tracking boards?

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Everybody built a board

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Team boards best for tracking projects

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What if the team is split

Four people Two people

1.4 miles

Boards were non-starters in the field because teams are rarely in the office

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Online boards solved the problem

Designed for teams and interactivity Available anywhere Instant e-mail alerts Real-time status Easy to set up and modify Deadline reminders Multiple options available

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The board is always available online

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Cards are packed with potential

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Excellent at a glance tool

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What team members are saying

A useful tool We’re just touching the surface of its capability. Project status is live – no urgent status requests. Put a task on a sticky and I’ll get it done. When can my team use it?

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Challenges

It can be hard to get everyone involved Need a critical mass to succeed Specialists/supervisors follow multiple boards Must be online to use it

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A deputy director’s perspective

A great management tool More information at my fingertips Even though almost everyone who works for me

is in another building, I am in the loop