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Agile UX Manifesto

Agile User Experience (UX) Practices

The integration of ExtrAgility into UX and Agile frameworks signifies a paradigm shift toward more responsible and conscious design. It challenges UX professionals to leverage their skills in service of not just business objectives and user satisfaction, but also the greater good, aligning product development with the urgent need for sustainable and ethical innovation. This approach not only enhances the user experience but also builds trust, loyalty, and a strong sense of community among users, fostering a more sustainable, equitable, and inclusive digital future.

User Experience (UX) encompasses a broad range of concepts and practices focused on optimizing the overall experience of users when interacting with products, systems, or services. In the context of business, UX is pivotal as it directly influences customer satisfaction, engagement, loyalty, and conversion rates. Below is a list of various facets of UX and their significance for businesses:

  1. Usability: Refers to how easy and intuitive a product or system is to use. Improving usability can significantly reduce user frustration and increase productivity, which is essential for software, websites, and various digital and physical products.
  2. Accessibility: Involves designing products or services that are usable by people with a wide range of abilities and disabilities. This includes users with visual, motor, auditory, speech, or cognitive disabilities. Accessibility can expand market reach and is also a legal requirement in many jurisdictions.
  3. Interaction Design (IxD): Focuses on creating engaging interfaces with well-thought-out behaviors. Understanding how users and technology communicate with each other is crucial for creating products that are easy, efficient, and enjoyable to use.
  4. Information Architecture (IA): The art and science of structuring and organizing information in products and services to support usability and findability. In business, good IA helps users find information without effort, improving the overall experience.
  5. User Research: Encompasses a variety of investigative activities to add context and insight into the process of designing for user experiences. It helps businesses understand the needs, behaviors, and motivations of their users, leading to more informed decisions and user-centered designs.
  6. Visual Design: The look and feel of the user interface. Visual design has a significant impact on a user’s experience and includes the choice of colors, typography, and images. It plays a key role in branding and creating emotional connections with users.
  7. Content Strategy: Involves planning, creating, delivering, and governing content. Content not only includes the words on the page but also the images and multimedia that are used. Ensuring that content is relevant, engaging, and accessible to users enhances the UX and can drive key business outcomes.
  8. User Interface (UI) Design: Closely related to visual design and interaction design, UI design is about selecting the right interface elements, like buttons, icons, and sliders, for the task the user is trying to accomplish. It is crucial for making the user’s interaction as simple and efficient as possible.
  9. Prototyping and Wireframing: These are key activities in the UX design process. They allow designers to explore ideas and iterate on them quickly before finalizing the design. This iterative process helps save time and money by identifying issues early on.
  10. Analytics and User Feedback: Quantitative and qualitative data gathered from users provides insights into their behaviors and preferences. Businesses can use this data to make informed decisions about product improvements.
  11. Emotional Design: Aims to create products that elicit appropriate emotions in order to create a positive experience for the user. This aspect of UX design can lead to more engaging and memorable user experiences.

For businesses, investing in UX means not only ensuring that their products or services meet the functional needs of their users but also creating delightful experiences that foster loyalty and advocacy. This holistic approach to UX can lead to higher customer satisfaction, increased usage, and ultimately, greater business success.

Thematic Agile UX Practices

Implementing Agile practices tailored to UX roles can significantly enhance the integration of UX design within Agile processes. These practices, when classified by themes, facilitate a more cohesive and efficient approach to creating user-centered products. Here’s a list of Agile practices beneficial to UX job roles, classified by themes:

User Research and Empathy

  1. Empathy Mapping Sessions: Conducting regular sessions to create empathy maps, helping UX teams to better understand users’ needs, experiences, thoughts, and feelings, fostering a deeper connection with the user base.
  2. User Diaries: Encouraging users to keep diaries of their interactions with the product over time. This practice provides insights into the user’s daily experiences, challenges, and moments of delight.
  3. Participatory Design: Involving users directly in the design process through workshops or co-creation sessions, ensuring that products are developed with a clear understanding of user needs and preferences.

Collaboration and Co-creation

  • Cross-functional Collaboration Workshops: Organizing workshops where UX designers, developers, product managers, and other stakeholders work together on design challenges, promoting understanding and collaboration across disciplines.
  • Design Studio Method: Implementing collaborative design sessions that involve rapid sketching, prototyping, and feedback cycles with team members and stakeholders, fostering creativity and iterative improvement.

Iteration and Feedback

  • Iterative Design Sprints: Conducting short, focused sprints dedicated to UX design, where ideas are rapidly prototyped, tested, and iterated based on user feedback.
  • Continuous Usability Testing: Setting up regular intervals for usability testing throughout the development cycle, allowing for ongoing feedback and iterative design enhancements.

Communication and Documentation

  • Living Style Guides: Creating and maintaining dynamic style guides that evolve with the product, ensuring consistency in the user interface while allowing flexibility for growth and change.
  • UX Documentation Repositories: Developing centralized repositories for UX research, personas, journey maps, and design patterns, accessible to all team members for reference and inspiration.

Learning and Improvement

  1. Reflective Design Reviews: Holding regular sessions where the team reflects on the design process, outcomes, and user feedback, discussing what worked, what didn’t, and how to improve in future iterations.
  2. UX Learning Circles: Establishing peer-led groups for sharing knowledge, skills, and experiences in UX design, encouraging continuous learning and professional growth within the team.

Engagement and Validation

  1. User Feedback Loops: Integrating mechanisms for collecting and analyzing user feedback directly within the product, ensuring that users can easily share their experiences and suggestions.
  2. A/B Testing with Qualitative Feedback: Beyond quantitative A/B testing, incorporating methods for gathering qualitative feedback on different design variations to understand the reasons behind user preferences.

By integrating these Agile practices into their workflows, UX teams can ensure that their efforts are aligned with Agile cycles, leading to products that not only meet user needs but are also delivered efficiently and effectively. This approach promotes a dynamic, collaborative, and user-focused environment where continuous learning and improvement are part of the culture.

Transposing Agile Customer-Centricity Manifesto on Agile UX

Transforming the Agile Manifesto into an Agile UX Manifesto involves integrating UX principles with agile development’s flexibility, speed, and iterative nature. This adaptation ensures that UX roles and practices are not just an add-on but are seamlessly incorporated into the agile process, focusing on user-centered design, continuous improvement, and collaboration. Here’s how the values and principles outlined can be applied specifically to Agile UX, reflecting the roles and responsibilities discussed:

Agile UX Values

  1. People-Centric, Human Interactions:
    • Prioritize direct engagement and empathy with users to inform design decisions, valuing diverse perspectives and inclusivity in user research and testing.
  2. Customer-Centric, Value-Focus, Reducing Waste:
    • Focus on understanding and meeting real user needs, ensuring that every design decision contributes to creating value for the customer, thereby minimizing efforts spent on features or functions that do not enhance the user experience.
  3. Collaborative, Inclusive, Iterative, Feedback:
    • Engage cross-functional teams (including UX Designers, UI Designers, Content Strategists, and Developers) in continuous collaboration, ensuring frequent user feedback is integrated into design iterations for shared ownership of the product.
  4. Flexibility, Responding to Change:
    • Adapt designs based on evolving user needs and feedback, maintaining the agility to pivot or refine UX strategies in response to new insights or market changes.
  5. Autonomy, Objectivity, Continuous Learning:
    • Empower UX teams to experiment and learn from both successes and failures, using data-driven insights to guide design improvements and innovations.
  6. Culture, Psychological Safety, Social Responsibility:
    • Foster a transparent and trustful environment that respects user privacy and promotes ethical design practices, ensuring decisions are made with consideration for their impact on users and society.

Agile UX Principles

  1. Customer Satisfaction is based on Value:
    • Prioritize designs and features that directly enhance user satisfaction and deliver tangible value.
  2. Embrace Customer Change Requests:
    • View changes in user needs and feedback as opportunities to improve and refine the product.
  3. Deliver Working Solutions ASAP:
    • Focus on rapid prototyping and iterative design to quickly test ideas and get user feedback.
  4. Dialogue and Listen to Customers Every Day or as often as you can:
    • Maintain open channels for user feedback, incorporating user insights into the design process regularly.
  5. Customers Deserve to Deal with Trustworthy and Motivated Employees:
    • Ensure UX team members are engaged, empathetic, and committed to ethical design practices.
  6. Customers prefer to ‘Put a Face to the Name’:
    • Personalize user research and testing to understand the human behind the data, fostering a deeper connection and empathy.
  7. Solving the Real Customer Problem is the primary measure of progress:
    • Measure success by the ability to address actual user problems and needs effectively.
  8. No one is Superhuman, maintain a sustainable and constant pace:
    • Support a work environment that promotes well-being and sustainability, avoiding burnout.
  9. Continuous attention to technical excellence and Customer Experience (CX):
    • Strive for high-quality implementations that enhance the user experience, prioritizing usability and accessibility.
  10. Less is more — Focus on the outcome not on the output:
    • Concentrate efforts on what truly matters for the user, ensuring simplicity and clarity in design.
  11. Let Teams Decide their Way of Working to Delight the Customers:
    • Encourage autonomy and creativity within UX teams, allowing them to innovate ways to engage and delight users.
  12. We all Learn to be Better Together:
    • Promote a culture of continuous learning and improvement, valuing collective growth and knowledge sharing.

Adapting these values and principles into the Agile UX process ensures that user experience design is not only about making products usable, accessible, and delightful but also about aligning closely with agile methodologies to deliver value quickly, responsively, and efficiently.

Agile UX Frameworks

Scrum and Kanban are two popular Agile methodologies that offer different approaches to project management and can be particularly beneficial for various UX job roles depending on the nature of the project, team dynamics, and specific goals. Understanding the characteristics and requirements of each role can help determine which methodology is more suitable.

Scrum

Scrum is well-suited for projects that have a defined scope and where work can be divided into sprints of fixed duration. It is ideal for roles that benefit from structured phases of work and frequent reassessment of priorities.

Roles Suited for Scrum:

  • UX Designer: Involved in designing the overall functionality of the product, UX Designers can benefit from Scrum’s iterative approach, which allows for regular feedback and revisions based on sprint reviews.
  • Product Designer: Focusing on both the usability and the aesthetics of a product, Product Designers can leverage Scrum’s sprint cycles to prototype, test, and iterate designs continuously.
  • UX Researcher: Scrum provides a framework for UX Researchers to plan and execute research activities in alignment with the development sprints, ensuring that insights are timely and can inform the upcoming sprint’s design decisions.

Decision Criteria for Scrum:

  • Projects with clear objectives and deliverables that can be achieved incrementally.
  • When regular, structured feedback sessions are essential for refining and iterating on designs.
  • Teams that benefit from defined roles and responsibilities within a structured framework.

Kanban

Kanban is suited for environments where work items vary significantly in size and priority, and there’s a need for continuous delivery. It’s ideal for roles that require flexibility and where work cannot easily be segmented into sprints.

Roles Suited for Kanban:

  • Content Strategist: Given the ongoing nature of content development and optimization, Content Strategists can use Kanban to manage a continuous workflow, prioritizing tasks based on current needs.
  • Accessibility Specialist: Accessibility improvements can often be made incrementally and may need to be prioritized based on immediate issues or regulatory requirements. Kanban allows for this continuous prioritization and implementation.
  • UI Designer: While UI Designers can work in sprints, Kanban’s flexibility is beneficial for ongoing design tasks like tweaking user interfaces based on user feedback or A/B testing results.

Decision Criteria for Kanban:

  • Projects that require continuous delivery and where tasks vary widely in scope and urgency.
  • When the team needs the flexibility to reprioritize work quickly based on changing needs or feedback.
  • Ideal for support and maintenance projects or when work items cannot be easily batched into sprints.

Examples

  • A UX Designer in a Scrum team might work on a new feature’s user flow and wireframes in one sprint, test prototypes in the next, and refine the design in a subsequent sprint based on user feedback.
  • A Content Strategist using Kanban might continuously adjust their priorities based on website analytics and user feedback, focusing on updating high-traffic pages before creating new content.

In conclusion, Scrum or Kanban is based on the project, the type of tasks involved, and the team’s working style. Scrum’s structured approach is beneficial for projects with clear phases and deliverables, making it suitable for roles involved in the design and research phases. Kanban’s flexibility is ideal for roles that deal with ongoing tasks and require the ability to quickly reprioritize work based on evolving needs.

ExtrAgility in User Experience (UX)

UX ExtrAgility represents an advanced approach to integrating broader societal and environmental considerations into Agile practices and UX roles. This approach can significantly enhance how UX professionals contribute to product development, ensuring that outcomes are not only user-centered but also socially responsible and sustainable. Here’s how ExtrAgility can enhance UX job roles and the overall user experience:

Integrating ExtrAgility into UX Job Roles

  1. UX Designers and Product Designers: By adopting an ExtrAgility approach, these professionals can ensure that their designs not only meet user needs but also contribute positively to societal well-being and environmental sustainability. For example, they could focus on designing products that are accessible to all user groups, including those with disabilities, or that encourage sustainable user behaviors.
  2. UX Researchers: ExtrAgility empowers UX Researchers to incorporate broader ethical considerations into their research methodologies and to explore how users’ values around sustainability and social responsibility influence their interaction with products. This might involve conducting research to understand how eco-friendly practices can be integrated into user experiences or how products can better serve underrepresented communities.
  3. Content Strategists: With a focus on CSR and SDGs, Content Strategists can develop content that not only engages users but also educates them about sustainability and social responsibility issues. This could involve creating content strategies that highlight a company’s commitment to ESG principles or that encourage users to participate in sustainable practices.
  4. Accessibility Specialists: ExtrAgility emphasizes the importance of creating inclusive products that are accessible to everyone, including people with disabilities. This aligns with SDGs focused on reducing inequalities. Accessibility Specialists can use this approach to advocate for and implement design practices that ensure all users can equally benefit from products and services.
  5. UI Designers: UI Designers can leverage ExtrAgility to create interfaces that not only provide an excellent user experience but also promote sustainable and ethical behaviors. For instance, integrating features that encourage users to make eco-friendly choices or designing with sustainability in mind by reducing energy consumption patterns of digital products.

Enhancing User Experience through ExtrAgility

  • Promoting Ethical Engagement: Products designed with ExtrAgility principles in mind encourage users to engage with platforms and services more ethically, fostering a sense of community and shared responsibility towards global challenges.
  • Building Trust and Loyalty: By transparently integrating CSR, SDGs, and ESG principles into products, companies can build deeper trust with their users, enhancing brand loyalty and user satisfaction.
  • Encouraging Sustainable Behaviors: Designing with an emphasis on sustainability can influence user behavior, encouraging more eco-friendly interactions with technology and promoting a more sustainable lifestyle.
  • Improving Accessibility and Inclusivity: A focus on inclusivity and accessibility ensures that products are usable by a broader audience, enhancing the user experience for all and supporting global goals of reducing inequalities.
  • Innovating for Social Good: ExtrAgility encourages UX professionals to think creatively about how their work can contribute to social good, leading to innovative solutions that address pressing global issues.

Incorporating ExtrAgility into UX roles and practices enables professionals to design products that are not only user-centered but also ethically grounded and sustainability-focused. This holistic approach ensures that the digital products and services of the future contribute positively to society and the environment, aligning business success with broader societal goals.

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Agile OPS Manifesto

Agility in Operations OPS

Every Section of Your Operations Can be Agile

Streamlining Value and Delivery

  • Operations Management: Apply iterative and incremental improvement by continuously evaluating and refining operational processes based on performance data.
  • Process Optimization: Use the MVP approach to quickly test and refine new process improvements.
  • Capacity Planning: Implement just-in-time delivery to align capacity with demand, minimizing idle resources.
  • Lean Management: Continuously deliver and deploy process improvements to eliminate waste and improve flow.
  • Production Planning: Use pull-based systems to schedule production based on real-time demand, reducing overproduction.

Enhancing Quality and Continuous Improvement

  • Distribution and Logistics: Employ process monitoring and measurement to optimize routing and delivery schedules.
  • Transportation Management: Conduct root cause analysis to address recurring issues in transportation efficiency or costs.
  • Warehousing: Utilize the Deming Cycle to continuously improve warehousing operations, layout, and handling methods.
  • Inventory Management: Implement automated testing and monitoring of inventory levels and conditions to ensure accuracy and quality.

Promoting Collaboration and Flexibility

  • Supply Chain Optimization: Foster cross-functional teams to enhance supply chain resilience and responsiveness.
  • Fleet Management: Ensure transparency and information sharing across all stakeholders for real-time fleet optimization.
  • Order Fulfilment: Hold daily stand-up meetings to quickly address fulfilment challenges and adapt to changes.
  • Procurement: Conduct retrospective meetings to evaluate supplier performance and procurement strategies, fostering continuous improvement.

Centricity on Customers and Stakeholders

  • Vendor Management: Embrace the Voice of the Customer (VOC) to tailor vendor selection and management practices to stakeholder needs.
  • Strategic Sourcing: Map the customer journey to identify and improve upon touchpoints within the sourcing process.
  • Contract Management: Develop customer-centric metrics for contract performance to ensure alignment with stakeholder expectations.
  • Spend Analysis: Leverage customer feedback and satisfaction data to guide spend analysis and investment decisions.

Applying Themes Across Operations

  • Real Estate and Facilities: Streamline value and delivery by optimizing space utilization in real-time based on workforce needs.
  • Space Planning: Enhance quality and continuous improvement through iterative redesigns and layout optimizations based on employee feedback and space usage data.
  • Facilities Maintenance: Promote collaboration and flexibility by integrating facilities management with core operational teams to ensure a responsive maintenance strategy.
  • Real Estate Acquisition: Centre on customers and stakeholders by involving them in decision-making processes for new site acquisitions or leases, ensuring facilities meet their needs.
  • Workplace Safety and Security: Enhance quality and continuous improvement by regularly reviewing and updating safety protocols based on new regulations and feedback from safety audits.

By applying these Agile operations practices, each operational function can become more responsive, efficient, and aligned with both internal and external customer needs, ultimately leading to improved performance and competitiveness.

Agility in All of Your Operations

Business Agility, or Agile Operations, refers to an organization’s ability to adapt quickly to market changes, rapidly respond to customer demands, and continuously evolve its operations in a productive and cost-effective manner. This concept can be applied across all sub-functions of operations to improve efficiency, reduce costs, and enhance customer satisfaction. Below, I’ll explain how Business Agility applies to each listed sub-function, with explanations and examples:

Operations Management

Agile operations management involves using data-driven insights to make quick decisions, optimizing workflows, and adapting processes in real-time to meet changing demands. For example, a manufacturing company might use real-time data analytics to adjust production schedules and prioritize orders based on current market demand.

Process Optimization

Incorporating agility into process optimization means continuously reviewing and refining processes to eliminate inefficiencies. An example is using software that can predict process bottlenecks and suggest improvements in real-time.

Capacity Planning

Agile capacity planning involves using flexible work models and scalable resources to adjust to fluctuating demands. For instance, a cloud services provider might use scalable infrastructure to automatically increase computing resources during peak times.

Lean Management

Agile lean management focuses on minimizing waste and maximizing value through continuous improvement and flexibility. A retailer could implement just-in-time inventory systems to reduce stock levels and minimize storage costs.

Production Planning

In Agile production planning, flexibility and responsiveness are key. Manufacturers might use advanced planning and scheduling (APS) systems to quickly adjust production plans based on changing customer orders or supply chain disruptions.

Distribution and Logistics

Agility in distribution and logistics means optimizing routes and delivery schedules in real-time to respond to changes or delays. GPS tracking and AI could be used to reroute deliveries dynamically for efficiency.

Transportation Management

Agile transportation management uses real-time data and analytics to optimize shipping routes, reduce costs, and improve delivery times. Companies might employ dynamic routing algorithms that consider current traffic conditions and delivery windows.

Warehousing

Agile warehousing involves flexible warehouse operations that can adapt to changing inventory levels and order volumes, such as adjustable shelving systems and robotic process automation (RPA) for picking and packing.

Inventory Management

In an Agile inventory management system, predictive analytics and demand forecasting are used to maintain optimal inventory levels, reducing excess inventory.

Supply Chain Optimization

Agile supply chain optimization focuses on creating a responsive and adaptable supply chain through practices like multi-sourcing, which reduces dependency on a single supplier, and real-time visibility across the supply chain.

Fleet Management

Agility in fleet management means using telematics and IoT devices to monitor fleet performance and maintenance needs in real-time, allowing for quick adjustments to improve efficiency and reduce downtime.

Order Fulfilment

Agile order fulfilment strategies ensure that orders are processed and shipped as efficiently as possible, using automation and real-time data to adapt packing and shipping processes to the current workload.

Procurement

Agile procurement involves flexible purchasing strategies that allow for quick responses to market changes, such as dynamic pricing and automated bidding systems for raw materials.

Vendor Management

Agile vendor management focuses on building strong, collaborative relationships with suppliers, enabling quick adjustments to orders and specifications as needed to meet changing demands.

Strategic Sourcing

Incorporating agility into strategic sourcing means continuously analysing spending and market trends to identify opportunities for cost savings or supply chain improvements, such as diversifying the supplier base.

Contract Management

Agile contract management uses digital tools to streamline contract creation, negotiation, and execution, allowing for faster adjustments to terms in response to changes in the business environment.

Spend Analysis

Agile spend analysis involves regularly reviewing procurement data to identify spending patterns, negotiate better terms with suppliers, and make quick budget adjustments.

Real Estate and Facilities

Agility in real estate and facilities management means using flexible workspace solutions and smart building technologies to adapt the use of space to changing organizational needs.

Space Planning

In Agile space planning, dynamic layout designs and modular furniture are used to quickly reconfigure workspaces as team sizes and functions evolve.

Facilities Maintenance

Agile facilities maintenance employs predictive maintenance techniques and IoT sensors to pre-emptively address facility issues before they escalate, reducing downtime and repair costs.

Real Estate Acquisition

Agile real estate acquisition strategies involve using market data and trends to make quick decisions on property purchases or leases, ensuring alignment with business needs and market conditions.

Workplace Safety and Security

Incorporating agility into workplace safety and security involves using real-time monitoring, data analytics, and flexible response protocols to quickly address potential safety or security issues.

By applying Agile principles across these operations sub-functions, organizations can enhance their responsiveness, efficiency, and competitiveness in a rapidly changing market environment.

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Agile OPS Manifesto

Agile Operations (OPS) Practices

Agility and responsiveness of supply chain and operations management have become paramount for organizations seeking to maintain a competitive edge. This necessity has ushered in a transformative approach to managing supply chains and operations, emphasizing the importance of streamlining value delivery, enhancing quality, fostering collaboration, and centering on customer satisfaction. The following thematic practices offer a roadmap for organizations to adopt Agile methodologies, enabling them to navigate the complexities of modern supply chains with flexibility and efficiency. From adopting iterative improvements and minimum viable product strategies to leveraging advanced analytics for process optimization, these practices underscore the shift towards a more dynamic, data-driven, and customer-focused operational model. Each practice, illustrated with real-world scenarios, demonstrates how integrating these Agile principles can lead to significant improvements in operational performance, cost reduction, and customer service excellence.

4 Agile OPS Themes to Implement Operations Agility

Streamlining Value and Delivery

  • Iterative and Incremental Improvement: Continuously enhance logistics applications with incremental updates driven by actual performance data. Visualize a logistics entity methodically refining its route optimization software, achieving noticeable reductions in both delivery times and operational costs.
  • Minimum Viable Product (MVP) Approach: Quickly deploy essential features to collect vital feedback. A supply chain software vendor introduces a simplified version of its inventory management system to a targeted user group, using their feedback for swift, focused enhancements on essential functionalities.
  • Just-in-Time Delivery: Reduce inventory holding and related costs by aligning production closely with fluctuating demand levels. Envision a manufacturing firm that coordinates its production planning with real-time customer orders and supplier deliveries, optimizing efficiency and minimizing surplus.
  • Continuous Delivery and Deployment: Ensure the smooth and regular introduction of system enhancements. Consider an e-commerce entity that seamlessly integrates new functionalities into its supply chain management system, maintaining uninterrupted operations and elevating the consumer experience.
  • Pull-Based Systems: Adapt to real sales data to mitigate excess inventory and shortages. Picture a retail operation that adopts a demand-responsive restocking strategy, keeping stock levels in strict alignment with consumer demands.

Enhancing Quality and Continuous Improvement

  • Process Monitoring and Measurement: Leverage real-time analytics to identify and rectify process inefficiencies. Visualize a distribution hub employing live tracking of order processing metrics to swiftly locate and solve throughput challenges, enhancing efficiency.
  • Root Cause Analysis: Delve into the core issues to avert future discrepancies. Imagine a business conducting in-depth analyses of repeated inventory mismatches, pinpointing and rectifying fundamental warehousing issues, thus realizing significant savings.
  • Deming Cycle (Plan-Do-Check-Act): Foster an environment of perpetual enhancement and learning. A procurement group applies the PDCA methodology to continuously improve supplier selection, boosting the caliber and dependability of materials over time.
  • Automated Testing and Monitoring: Maintain quality control and decrease waste through automation. Consider a cargo company using technology to autonomously track the condition of goods in transit, ensuring quality compliance and reducing spoilage.

Promoting Collaboration and Flexibility

  • Cross-functional Teams: Eliminate departmental barriers for strategic coherence. Imagine a task force composed of procurement, logistics, and sales units working together to revamp the supply chain strategy, aligning it with current market demands and operational needs.
  • Transparency and Information Sharing: Improve synchrony and productivity via immediate data sharing. Envision supply chain allies utilizing a communal digital platform for exchanging data on stock levels, order progress, and demand forecasts, facilitating smooth cooperation and informed decision-making.
  • Daily Stand-up Meetings: Encourage swift issue resolution and knowledge exchange. Operations leaders from various sectors convene in short daily assemblies to prioritize tasks, update on significant shipments, and tackle pressing issues, ensuring operational nimbleness.
  • Retrospective Meetings: Reflect on past actions to refine future strategies. Imagine a supply chain crew holding a review post-high season, evaluating performance, extracting lessons, and strategizing for upcoming cycles, perpetually enhancing operations.

Centering on Customers and Stakeholders

  • Voice of the Customer (VOC): Customize services to meet unique client demands. A third-party logistics firm routinely gathers and acts on client input regarding delivery efficacy, customizing their offerings to boost client contentment.
  • Customer Journey Mapping: Discover and improve upon customer touchpoints. A consultancy specializing in supply chains delineates the entire product pathway from sourcing to delivery, spotlighting improvement opportunities to better the customer experience.
  • Customer-Centric Metrics: Synchronize operational objectives with customer expectations. An online merchant prioritizes delivery efficiency, order accuracy, and client satisfaction as the main indicators for its delivery operations, ensuring a business model that prioritizes customer delight.

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Categories
Agile Finance Manifesto

Agile Finance Implementation Blockchain

Integrating Blockchain into Agile Finance Contracts

Based on Observed Applications of Blockchain by the Big Four Accounting Firms (Zhang et al., 2020) we summarize the Practices and elaborate on how Agile Finance Resources could implement New Technology like Blockchain in their Operations.

Big Four accounting firms use blockchain in different ways

Deloitte: They have labs worldwide developing solutions for various industries, from tracking food supply chains to detecting fraud in banking. They’ve created over 30 blockchain models for areas like digital banking, trade Finance, and loyalty programs. https://www2.deloitte.com/

PwC: PwC’s Blockchain Validation Solution combines risk analysis with audit software. They work with major stock exchanges and digital wallet providers, allowing real-time monitoring of transactions. https://www.pwc.com/

EY: EY’s Blockchain Analyzer audits cryptocurrency transactions, supporting comprehensive reviews. Developed with Guardtime and Microsoft, it automates processes like creating insurance contracts and digitizing trading rules using smart contracts. https://www.ey.com/

KPMG: KPMG, along with Microsoft, established Blockchain Nodes to showcase blockchain’s usefulness for businesses. Their Digital Ledger Services tool helps financial companies apply blockchain for streamlined operations and secure transactions. https://kpmg.com/

Similarities:

  • All firms are actively engaged in blockchain-related activities.
  • They collaborate with technology partners to enhance their blockchain solutions.
  • Each firm has developed specific tools or solutions to address different aspects of blockchain applications.

Differences:

  • Deloitte has a global presence with labs in multiple locations, while PwC’s locations are not specified.
  • The industry focus varies, with Deloitte and PwC having a broad spectrum, EY focusing on auditing, and KPMG showcasing utility in specific sectors like healthcare.
  • The types of blockchain models and applications differ among the firms, reflecting diverse areas of expertise and focus.
  • Collaborations and partnerships also differ, such as Deloitte’s global labs, PwC’s work with stock exchanges, EY’s collaborations with Guardtime and Microsoft, and KPMG’s partnership with Microsoft for Blockchain Nodes.

ExtrAgility in Finance

From the perspective of Agile Finance, Extragility (Hormaza Dow, 2022), symbolizes a Φ-shaped expertise that transcends the conventional scope of Agile methodologies. Diverging from the internally focused IntrAgility and the cross-functional InterAgility, Extragility adopts a comprehensive approach that integrates Corporate Social Responsibility (CSR), environmental, social, and corporate governance (ESG), and Sustainable Development Goals (SDGs) into the financial strategic framework. This paradigm shift encourages financial strategies and operations to go beyond the norm, incorporating wider societal and environmental considerations. Extragility underlines the significance of fostering corporate citizenship, making ethical financial decisions, and driving towards a sustainable future without compromising the agility of business operations. It underscores the notion that the realm of Agile Finance should not only optimize internal processes but also proactively contribute to the societal and environmental impact of an organization, reinforcing the essential connection between financial agility and sustainable development.

Agile Finance Implementing New Technology like Blockchain

1. Needs Assessment and Planning:

Agile Finance Team’s Role: Lead the identification of financial processes suitable for blockchain integration. Collaborate with all the stakeholders to fully understand their specific needs and goals. Contribute to the creation of a roadmap for blockchain implementation to align with Agile Finance principles.

2. Stakeholder Alignment and Education:

Agile Finance Team’s Role: Facilitate educational sessions and workshops to ensure stakeholders, including financial experts and decision-makers, grasp the benefits of blockchain. Engage in open communication to align everyone with the Agile Finance and blockchain vision.

3. Technology Infrastructure Evaluation:

Agile Finance Team’s Role: Collaborate with IT teams to assess the current technology infrastructure’s agility and compatibility with blockchain. Provide insights into how blockchain aligns with Agile Finance requirements.

4. Smart Contracts Design:

Agile Finance Team’s Role: Work closely with blockchain developers and legal experts to design smart contracts. Ensure contracts reflect Agile principles, with a focus on flexibility, adaptability, and mutually beneficial structures.

5. Integration with Financial Systems:

Agile Finance Team’s Role: Oversee the seamless integration of blockchain with financial systems. Collaborate with IT teams to guarantee a smooth connection and interoperability.

6. Security Measures and Compliance:

Agile Finance Team’s Role: Collaborate with the organization’s cybersecurity experts to prioritize security measures. Ensure compliance with the relevant financial regulations by providing expertise on the application of Agile Finance practices within a regulated environment.

7. Incremental Implementation:

Agile Finance Team’s Role: Advocate for an incremental approach to implementation, focusing on specific financial processes or projects. Monitor and analyze the impact, providing feedback for continuous improvement.

8. Real-time Analytics and KPIs:

Agile Finance Team’s Role: Collaborate with data analytics experts to define real-time analytics tools and KPIs. Ensure that these metrics align with Agile Finance principles and provide meaningful insights into performance.

9. Agile Contracts and Feedback Mechanisms:

Agile Finance Team’s Role: Spearhead the development of Agile contract structures within the blockchain. Establish feedback loops to promote continuous improvement and adaptability.

10. Collaborative Platform Integration:

Agile Finance Team’s Role: Collaborate with IT teams to integrate blockchain with collaborative platforms. Ensure a user-friendly and collaborative environment for joint contract creation and negotiation.

11. Training and Continuous Learning:

Agile Finance Team’s Role: Develop training programs for teams involved in blockchain implementation. Foster a culture of continuous learning, emphasizing the Agile Finance mindset and evolving blockchain features.

12. Monitoring, Evaluation, and Optimization:

Agile Finance Team’s Role: Lead the monitoring and evaluation of blockchain-integrated financial processes. Use feedback to optimize implementations, ensuring they align with Agile Finance goals and business needs.


Sources:

T. Hormaza Dow, (2022, April). “Comparative website structural study and proposal of intragility, interagility and extragility as contextual framework to guide an adaptive business agility path” [MBA Project]. Laval University, Faculty of Business Administration (FSA) Quebec, Canada.

Y. Zhang, F. Xiong, Y. Xie, X. Fan and H. Gu, “The Impact of Artificial Intelligence and Blockchain on the Accounting Profession,” in IEEE Access, vol. 8, pp. 110461-110477, 2020, doi: 10.1109/ACCESS.2020.3000505

Photo by Pascal Bernardon

Copyrights:

No Claim is made regarding any of the respective Trademarks, Content and Copyrights of the 4 Companies Featured as well as the Sources and Citation Sections in this Post.

Categories
Agile Finance Manifesto

Agile Finance Practices by Theme

Complementing the concept of Extragility (Hormaza Dow, 2022), below we outline a description of Agile Finance Practices organized around key themes such as Planning and Adaptability, Continuous Improvement, Collaboration and Communication, Automation and Efficiency, Agile Documentation and Estimation, Prioritization and Decision-Making, Continuous Delivery and Releases, Team Organization and Dynamics, Stakeholder Engagement, Code and Configuration Management, and Compliance and Standards. These practices offer actionable insights into applying agile principles within the financial domain, from iterative and incremental planning to test-driven financial analysis and prioritization of financial goals.

They encourage a culture of continuous improvement, collaboration, and efficiency, aiming to enhance financial management’s responsiveness and adaptability to change. By integrating agile methodologies with a focus on financial practices, organizations can achieve a balance between fast-paced decision-making and comprehensive consideration of their societal and environmental responsibilities. The Agile Finance Practices underpin the ExtrAgility framework, providing a roadmap for businesses to navigate the complexities of modern finance while contributing positively to society and the environment. Through ExtrAgility, Hormaza Dow presents a vision of business agility that is not only dynamic and responsive but also deeply connected to the well-being of our planet and its inhabitants, heralding a new era of corporate responsibility and innovation.

Thematic Agile Finance Practices

1. Planning and Adaptability:

  • Iterative and Incremental Financial Planning
  • Evolutionary Financial Requirements
  • Just-In-Time Financial Decision-Making
  • Client-Driven Financial Iterations

2. Continuous Improvement:

  • Refactoring
  • Financial Refactoring
  • Continuous Financial Delivery
  • Continuous Financial Feedback
  • Financial Retrospective Meetings

3. Collaboration and Communication:

  • Pair Financial Analysis
  • Self-Organizing Financial Teams
  • Physical Setup Reflecting Agile Finance Philosophy
  • Collocated Financial Stakeholders
  • Frequent Face-to-Face Financial Communication

4. Automation and Efficiency:

  • Automated Financial Reporting Builds
  • Test-Driven Financial Analysis (TDFA)

5. Agile Documentation and Estimation:

  • Start with Minimal Financial BRUF (Big requirements up front)
  • Agile Financial Documentation
  • Agile Financial Estimation

6. Prioritization and Decision-Making:

  • Prioritization of Financial Goals
  • Daily Financial Progress Tracking Meetings

7. Continuous Delivery and Releases:

  • Smaller and Frequent Financial Releases
  • Constant Financial Velocity

8. Team Organization and Dynamics:

  • Self-Organizing Financial Teams
  • Pair Financial Analysis
  • Physical Setup Reflecting Agile Finance Philosophy
  • Collocated Financial Stakeholders

9. Stakeholder Engagement:

  • Collocated (when possible) Financial Stakeholders
  • Frequent Face-to-Face Financial Communication
  • Client-Driven Financial Iterations

10. Code and Configuration Management:

  • Financial Configuration Management
  • Financial Code Ownership (Collective and Individual)

11. Compliance and Standards:

  • Adherence to Financial Standards and Regulations
  • Consideration for ExtrAgility such as Profit, People, Planet

T. Hormaza Dow, (2022, April). “Comparative website structural study and proposal of intragility, interagility and extragility as contextual framework to guide an adaptive business agility path” [MBA Project]. Laval University, Faculty of Business Administration (FSA) Quebec, Canada.

Photo by krakenimages

    Categories
    Education Top 10

    Top 10 list AI Website Creation


    1. Identify Business Requirements with AI Assistance

    • Define Objectives: Use AI-powered tools like natural language processing (NLP) assistants to help articulate clear and measurable objectives based on competitive analysis and market trends.
    • Establish KPIs: Leverage AI analytics tools to predict and establish KPIs by analyzing historical data and forecasting performance benchmarks.

    2. Conduct User Research Using AI

    • Define Target Audience: Use AI-based audience segmentation tools to create detailed user personas using demographic, behavioral, and psychographic data.
    • Understand User Behavior: Employ AI-driven heatmaps, session replay tools, or sentiment analysis to identify user pain points and preferences from interactions with similar websites.

    3. Create the Basic Structure with AI Tools

    • Information Architecture: Use AI tools to automatically generate and refine hierarchical structures based on content categories and user behavior insights.
    • Wireframing: Utilize AI design platforms that auto-generate wireframes based on input requirements, speeding up the initial framework creation.

    4. Analyze and Plan Content with AI Optimization

    • Content Strategy: Employ AI-driven content strategy tools to identify trending topics, keywords, and optimal content formats aligned with user intent.
    • User-Centric Approach: Use AI-powered personalization engines to determine user preferences and tailor content recommendations accordingly.

    5. Design the Sitemap with AI Assistance

    • Visualize Structure: Leverage AI to auto-generate sitemaps based on the proposed website structure and user flow analysis.
    • User Flow: Use AI behavioral modeling to simulate user interactions and optimize pathways for seamless navigation.

    6. Build and Develop Navigation with AI Enhancements

    • Efficient Navigation System: Incorporate AI algorithms to suggest navigation layouts that reduce cognitive load and improve usability.
    • Mobile Responsiveness: Use AI to test and adjust navigation elements for various devices, ensuring responsiveness and accessibility.

    7. Create the Layout with AI Support

    • Functional Design: Utilize AI-driven design systems to auto-adjust layouts for functionality, focusing on conversions and usability.
    • User Engagement: Apply AI analytics to monitor engagement patterns and adjust visual hierarchies in real-time for better user retention.

    8. Add Other Useful Elements Powered by AI

    • Strategic Placement: Use AI tools to predict the most effective placement for CTAs, forms, and other interactive elements based on heatmaps and user behavior.
    • Conversion Optimization: Leverage AI-driven A/B testing tools to refine CTA designs and placements for maximum conversions.

    9. Conceptualize the Visual Design with AI Creativity

    • Branding Consistency: Use AI design platforms to generate visuals that align with branding guidelines and maintain consistency across the website.
    • Visual Impact: Implement AI-enhanced tools like Adobe Sensei to optimize visuals for emotional engagement and psychological impact.

    10. Conduct User Testing with AI Insights

    • Continuous Evaluation: Utilize AI testing platforms to conduct usability tests, track user interactions, and identify pain points in real-time.
    • Iterative Improvement: Apply AI predictive analytics to prioritize fixes and enhancements that will have the most significant impact on the user experience.

    By integrating AI at every step of UX website creation, businesses can streamline processes, enhance user-centricity, and achieve more effective and efficient website designs.

    Categories
    Business Agility Business Agility Research

    Business Agility Japan

    Business Agility Japan

    Agile Marketing in Japan

    Literature Review and Body of Knowledge on Agile Marketing from Japan is under Development – Topics: Agile marketing, digital transformation アジャイル マーケティング.

    Agile Marketing World: Japanese Universities

    Literature Review of Marketing Agility in Japanese Universities and Researchers in Japan.

    Agile Marketing Related Research in Japan

    Japan Universities

    2021

    Hitotsubashi University, Japan

    Tagui Ichikawa

    Digital transformation from the perspective of innovation theory (DX) [in Japanese]

    Discusses the history and concept of DX, the digital transformation of society.

    Ichikawa, Tagui. Hitotsubashi University. (2021). Digital Transformation from the Viewpoint of Innovation Theory (DX) (No. 21-02). Institute of Innovation Research, Hitotsubashi University. https://hdl.handle.net/10086/71545

    Fukuoka Jo Gakuin University, Japan

    Exploratory Approach to L’Oréal’s Digital Transformation Strategy: Focusing on Data Utilization Initiatives in Collaboration with External Companies [in Japanese]

    Park 2021. L’Oréal’s exploratory approach to digital transformation strategy: focusing on data utilization efforts in collaboration with external companies. Fukuoka Jo Gakuin University bulletin. Faculty of International Career Development7 , 111-157.https://ci.nii.ac.jp/naid/120007005129/

    2020

    Kobe Gakuin University, Japan

    Toshimi Aishima

    Yoshinobu Sato

    Hironobu Yukawa

    Excerpt: “convergence or co-occurrence of plan and implementation, which was shown as the first essential definition of improvisation, will increase in importance in the VUCA world. It is because under VUCA, agility becomes critical”

    Characteristics of Japanese Style Improvisation in Business

    Aishima, T., Sato, Y., & Yukawa, H. (2020). Characteristics of Japanese Style Improvisation in Business. Kobe Gakuin University Business Administration Theory17 (1), 19-40.

    Photo Credit: Toshihiro Oimatsu from Tokyo, Japan

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