12 Nov 2014

How to optimize the whole: Do you know your customer journey?




Lean has been essential to many successful businesses for decades. It is a learning experience, and in this post, I will show you how I have come to discover more and more what the lean principle “optimize the whole” means:




 

 

2003:  Optimize the whole = Optimize project deliveries


I started out thinking it was much to gain by optimizing the project delivery process. We focused on how we could deliver software that was tested and that fulfilled the requirements from operations -doing it as effective and as fast as possible. 

Handover - Tableatny @ Flickr


2007: Optimize the whole = Optimize the sw life cycle


Around 2007 I realized that we had so much more to gain by optimizing the whole development life cycle: from idea via concept, implementation, testing, installation in production, upgrading and rollback. (yes, moving away from waterfall.)


It was popular to start using more agile development approaches, Scrum and Kanban. I got to work in agile teams; the concept phase, implementation, test and deployment happens within short sprints, even in some large organizations. This is a great improvement, and it is a delivery thing. Getting the software out there, in order to be used, not stored, being able to focus on the features that are actually used! and getting better and better at devilvering the right features. Fantastic!


What a great difference!!



2012: Optimize the whole = optimize the customer journey


What if you are great at producing the right features and great at deploying it easily to production, but the customer never get to hear about the product in the first place? Or the customer is not able to get started? Or it is almost impossible to buy the product?  


I learned that the whole customer journey was what really matter to the customer. To me, this is the next step if you are into advanced lean thinking: Optimizing the whole value chain, seen from a customer point of view.



So what can you do to get better at this? This is what we did:

  1. Identify the customer (define the relevant personas)
  2. Identify the steps in your customer journey
  3. What works well?
  4. What are your weak spots? where do you lose your customers?
  5. Any low hanging fruits?

 
The customer journey


The best organizations consists of units that support the whole customer journey, they are able to handle, improve and truly optimize for the whole. (not only the whole software development process, but the whole customer journey)


Pitfall: I have worked in a team where too many people was looking into step number 4, and unfortunately, the areas of most interest was outside the responsibility of our business unit. This is not a good situation, it is damaging to the motivation of the individual and it prevent the team’s ability to deliver if the focus is on what you cannot change. In an ideal world, anything can be changed, and anything can be changed easily. 

Top performing organizations will change according to what makes sense, but the larger it is, and the more silos you have, the longer time it take. It also require sweat and lots of hard work, and some tears. Trust is a key word in agile software development, and the same goes for lean leadership; each employee must be able to trust that the top management is handling flaws between business units.


Trust




 



Where in the lean journey are you?

What is your next steps?
What is pitfalls have you experienced?