Fitness Criteria - Drill Down Feature Showcase
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Service Delivery Review
We wanted to support teams in being able to run Service Delivery Reviews.
We haven’t found a better way of driving effective continuous improvement than a Service Delivery Review.
Flomatika is a platform that is extremely useful to support your Service Delivery Reviews, as all the data and metrics that is needed are all in the one place. You can conduct contextual analysis live in the session as within Flomatika can filter and view the data from several perspectives.
However, if you’re not familiar with Flomatika, it can take some time to find the right charts and metrics to present within the SDR. Instead of jumping around the platform trying to find the next valuable piece of data to support the conversation, we came up with the Drill Down feature to guide users on what they should be looking at next.
This can be all done from the Fitness Criteria accordion on the Delivery Governance. You can "drill down" to more details for each of the fitness aspects, without needing to navigate across to other parts of the platform, and potentially getting lost.
Each of our 6 Fitness Criteria has its own Drill Downs. In our Service Delivery Review Pocket Guide, we talk about different levels of analysis (see below), which progressively move to deeper forms of analysis.
- Level 1: Fitness Criteria
- Level 2: Contextual Analysis
- Level 3: Individual flow item analysis
- Level 4: Advanced flow-based metrics
At a snapshot, we show you the Lead Time for both Portfolio (eg Epics, Features, Initiatives) and Team (Stories, Bugs, Tasks) level items at the 85th%ile. These two levels typically run at different cadences, so it’s worth showing them separately.
For the Historical View, we also show both levels changing overtime.
We then go to Level 2 Contextual Analysis, showing the next level of details, such as % Target Met, Lead time distribution by Types of Demand or by the individual Flow Item Types.
For Level 3 you can then drill all the way down to look at the individual work items.
For Level 4, we’re now looking at more advance analysis where you’re trying to find patterns, so we provide the histogram and scatter plot.
This should provide a guide to drill down to the deeper levels of analysis, but you can of course jump into the Delivery Management page to still conduct your analysis. Find patterns, and find the key questions to ask.
For Customer Satisfaction, we show you a snapshot number and a traffic light to highlight if this is an area of concern or not.
Including historical view.
The rest of the drill down is similar to Lead Time, as both ultimately are analysing Lead Time, with Customer Satisfaction using the lens of meeting ‘Service Level Expectations’.
For Predictability we show both Lead Time predictability and Throughput predictability.
For the historical view we use a different graphic to represent high or low.
Extending the date range for analysis will also extend the historical view accordingly.
For Productivity fitness criteria, it was important to us that we use natural language to illustrate what is going on. If you saw that your productivity was 42 items this week, is that good or bad? This is why we use terms like “Good” as it was higher than what your recent performance has been.
For the historical view, we’ve used a similar format as Predictability, but the colour scale matching the level of productivity
With Level 2 Contextual Analysis showing the throughput run chart.
Before showing the individual work items (level 3 analysis).
For Customer Value, once again we give you a snapshot number and a traffic light to highlight if it’s an area of concern.
Once again a historical view.
Level 2 Context Analysis gives you the more detailed breakdown by Class of Value.
Finally we have Flow Efficiency, which as you can guess, is a snapshot single value with a traffic light.
Of course there is the historical view.
For level 2 analysis, we provide access to the same controls as the widgets in Continuous Delivery so you can conduct that level of analysis immediately.
For the advanced level 4 analysis you can access the Time in State widget along with all its controls.
This is a quick tour of our Drill Down feature incorporated into the Fitness Criteria. Hopefully you’ll find it a useful feature in allowing you to conduct deeper analysis, especially for Service Delivery Reviews, without needing to move into other parts of the platform. You can still conduct your normal analysis in the other parts of the platform, but for those who might want a quick, guided path, the Drill Down feature is for you.
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