Benefits Of Visualising CRM Data In Kanban View

Today, visual representation of data has become the basic norm. We prefer charts, graphs, dashboards, and infographics instead of written data since visualisation makes it easier to interpret any given data. These days, more and more organisations are embracing the visualisation of CRM data in the Kanban view for a variety of reasons.

What is the Kanban view?

The Kanban view can be described as an intuitive and purposeful visualisation tool to help users turn their list of cases, projects, leads, opportunities, etc. into interactive pipelines. It also helps users group them by stages and they also have the option to make changes to a stage with a simple drag-and-drop action.


One of the biggest advantages of the Kanban view is that the work-in-progress principle of Kanban prevents tasks from getting stuck in the "Doing" stage. Furthermore, it helps teams concentrate better on "getting more done."


The primary idea behind Kanban is that substantial improvements over time happen with small and continuous changes. Moreover, it is believed that improvement is infinite and eternal and it's the primary responsibility of those working with Kalban to ensure that it keeps on improving with resourcefulness and creativity without getting stagnant at any point in time. No wonder, the concept of the Kanban view has been accepted as a powerful method to track projects across different IT and non-IT teams.


Let us understand the concept of the Kanban view with the help of an example. Let us take the example of a software development process that gets initiated when features are requested by customers and ends when developers create new iterations versions of software.


When requests are submitted by customers, teams need to deliver as soon as possible. In most cases, teams may end up overburdening themselves with different user stories at the same time. This, in turn, negatively impacts the overall quality of the final deliverables.


A typical Kanban board highlights the visual representation of a team's work and has three columns: "To do," "Doing," and "Done." The Kanban card includes important details such as the description, title, status, and assignee of the work item.


In a Kanban pull system, teams are always encouraged to match the quantity of work-in-progress to their capacity. Work items get pulled from the backlog by the Kanban teams only when the capacity of teams becomes available. By limiting work-in-progress, teams can maintain a desired level of quality before a work item is marked complete. During this entire process, no other work gets pushed onto the board.


Benefits Of The Kanban View

  • Kanban cards streamline the visualisation aspect of work.

  • Kanban's work-in-progress limit contravenes the normal belief that multitasking makes us more productive. In fact, multitasking can make us lose focus by constantly re-prioritizing and juggling between tasks.

  • The Kanban system makes it easier to collaborate with teams.

  • It helps discuss the flow of work in daily stand-ups and retrospective meetings.

  • The Kanban system encourages every member of a team to improve their processes in order to create sustainable change.


Want to find out how your organisation can reap the benefits of visualising CRM data in Kanban view. Please feel free to call us at C.I.G Consultants now.

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