Vertafore Case Study: Balancing Standardization and Flexibility

Vertafore’s reporting dashboard

When establishing workflow processes, many enterprise organizations wrestle with balancing their approach between one that’s standardized and one that’s more flexible.

It’s a tough choice: too much standardization can impede innovation and agility, but too much flexibility leads to inconsistency across teams.
The standardization-or-flexibility dilemma also extends to enterprise tooling selection:

A standard tool reinforces process consistency, provides the means to gather conforming information and is easier to implement.
A more flexible tooling approach recognizes that often one tool doesn’t suit all, allowing each team to choose the tool that’s right for them.

As our interview with Vertafore reveals, adopting the right approach with the right tool can deliver both standardization and flexibility.

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Changing the Way REA Group Works

REA Group Team Collaboration

REA Group has experienced impressive growth since it was founded in 1995. A startup that began in a suburban garage, it now employs more than 900 people worldwide and is a top 100 Australian Stock Exchange (ASX) company valued at $6.78 billion.

As REA Group continues to grow, the enterprise has embraced Agile and Lean practices to ensure the delivery of business value to its customers, using LeanKit to support the initiative.

We interviewed Damian Fasciani, Technology Services Manager at REA Group, to understand how LeanKit is changing the way REA works.

What started in the technology services group as a way to visually manage work using “digital card walls” has now spread across the organization to include HR, legal, procurement, sales and marketing teams.

Today, LeanKit has become an integral part of how teams work at REA Group, providing better work visibility and enabling cross-functional teams to collaborate more effectively.
Read the full success story.

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How LeanKit became ‘the go-to place to know what’s going on’ at Emma

The link between business agility and business success is clear. In the face of fierce competitive environments and ever-emerging customer requirements, businesses must ensure they can adapt to change rapidly and efficiently in order to stay relevant.

Yet as business leaders constantly adapt their strategic roadmaps to address changing priorities, keeping the entire organization in tight alignment can be a challenge.

This all too common situation was no different at Emma. As the organization experienced rapid growth it became harder to clearly communicate when priorities changed or deadlines shifted. Frustrations mounted due to the lack of visibility into what was going on, causing people to feel like they were ‘100 different people working on 100 different things.’

In this success story, Kat Amano, Operations Analyst at Emma, explains how a transformative new approach has aligned the entire organization around common business goals. She describes how Emma implemented LeanKit to support the new process, keeping everyone informed about what’s going on, why things are changing and the impact.

Read this case study to learn how LeanKit has become the ‘go-to place to know what’s going on’ at Emma, ensuring that execution stays in synch with strategy.

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How Visual Management Can Help the Bottom Line

Imagine trying to keep track of 1400 tax returns, all being shuffled around the office in manila folders as they go through a series of steps and hand-offs between several people.

Just knowing the whereabouts of those folders would be challenging enough, let alone checking the status of each one to make sure it’s on track to meet that looming April 15th due date.

Honestly, it would be more surprising if something DIDN’T fall between the cracks. And it doesn’t make for great customer service if you can’t give your client an immediate update when they call in to find out where their tax return is at.

Prior to implementing LeanKit, that was reality at my accounting firm. Fortunately, the Partners of this firm have a very progressive outlook when it comes to finding ways to do things better.

What started as an initiative to go paperless evolved into a new approach that leverages visual management to increase visibility – and confidence – in the way the organization manages its work.

As one of the firm’s Partners has pointed out, LeanKit is an ideal solution for any organization looking for a more effective way to manage its work:

“We work with a lot of small businesses who still rely on manual processes or list-based project management tools. Many of them are struggling from lack of visibility in the same way we were. These organizations don’t want to invest a lot in heavy project management tools. LeanKit is an ideal fit – it’s lightweight, versatile and helps organizations become so much more efficient.”

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The Recipe for Startup Success: Transparency and Collaboration

If you work for a start-up, then you’ll be familiar with the unique culture that accompanies it. The hunger and passion that comes with being a positive force for change. The desire to take a new idea, innovate your way through chaos and uncertainty and create a better solution.

Collaboration is at the heart of startup success, fueled by a culture of team work, sharing ideas and adapting quickly to change.  And, as Chris Rathermel, Co-Founder and CTO of MEDarchon, recently shared with us, the first step is building a transparent and accountable environmentthat enables constant improvement.

Chris – whose company is working tirelessly to reduce the number of medical errors that occur each year due to breakdowns in communication – took the time to explain how visual management is playing an essential role helping his company hit its stride.

MEDarchon is using LeanKit to manage a broad range of business processes including software development, client onboarding, sales opportunities and executive level priorities. Underpinning the value that LeanKit provides is the way it makes the “team feel like a team”, facilitating collaboration and transparency across the organization.

Chris’ advice for other startups? “In a startup situation it’s so important for the business to have visibility into what’s being worked on as early as possible and to start delivering value. LeanKit is a great tool for helping you get going and then evolving with you as you figure out better ways to do things.”

Learn more about how MEDarchon is using LeanKit.

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