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Planview Customer Success Center

LeanKit Enablement and Adoption

NEW! Check out our Quick Wins to see how the Team Kanban module can empower your teams' collaboration, time to delivery, and work visibility!

Ensuring a Successful Roll-out

As the LeanKit owner/administrator, you have a key role in making sure your organization gets off to a great start. Good thing getting started with LeanKit is easy! Setting up a user account only takes a couple of minutes, and users can start visualizing work and executing on tasks instantly. To make onboarding even smoother, we offer a variety of enablement and adoption resources for you and your team(s) to leverage. And, as always, your Customer Success Manager (CSM) is here to support you on your FLEX journey.


FLEX Starter Kit

Check out our brand new FLEX Getting Started Kit! It's an hour long crash course that will walk you through:

  • Lesson 1: You Have FLEX, Now What?
  • Lesson 2: Get Started with Projectplace and LeanKit
  • Lesson 3: Get Your Team Members On Board

Launch the FLEX Starter Kit 



Introducing LeanKit



Is your LeanKit account currently a trial account? Reach out to your CSM to get your trial environment converted to production.




Provisioning New Users

The best way to get started is to provision new users, which grants your team members the proper access they need to do their jobs quickly and easily in LeanKit. There are four ways to create new users in LeanKit:

  1. You can bulk import a list of users into LeanKit through .CSV file. 
  2. You can manage user provisioning through a connection with your organization's identity management system
  3. Account administrators can manually create new users within LeanKit. 
  4. Account administrators can invite new users to the account from within a specific board. 



Your Adoption Journey

Next, you should follow the path outlined below, leveraging all the available resources to help enable your teams. Your CSM is here to support you along the way, so please contact them if you have any questions.

%nbsp;Click a phase below for details the steps in your adoption journey.

Phase 1: Visualize Your Work

  • Create a board
  • Create and connect cards
  • Standardize repeatable work
  • Move cards through the board
  • Visualize blocked work
  • Set up integrations

Phase 2: Visualize Your Process

  • Create lanes
  • Create wait and ready queues
  • Define lane policies
  • Designate a default drop lane

Phase 3: Measure and Improve

  • Measure flow
  • Measure lead and cycle time
  • Measure throughput
  • Establish WIP limits
  • Learn from retrospectives

All work in LeanKit can even be integrated with your Planview Enterprise One™ and/or Planview PPM Pro™ instance to provide visibility and alignment. Check out these integration demos to learn more, and don't forget to reach out to your CSM to get the integration set up:



How You Can Use LeanKit: Quick Wins 

How can the Team Kanban module, powered by LeanKit, help your organization meet specific organizational goals and get work done? The Quick Wins collection provides quick examples and links to details about the features that can take work to the next level.



How You Can Use LeanKit: Training and Success 

To make sure you and your teams realize value from LeanKit quickly, we recommend you take advantage of these self-learning resources. Be sure to share them with your fellow team members, and don't forget to opt-in to Planview customer email communications to receive more enablement resources. Click here and fill out the quick form!

These self-learning resources are available to all users:

  • LeanKit Success Center — Learn how to complete your tasks with our comprehensive product documentation. 
  • Quick Reference Guide for cards where you can learn about card tags, custom icons, WIP limits and much more.
  • Recorded user enablement webinars (available under Webinar Archive Library here). We recommend you to start with these three:
    • LeanKit Fundamentals - watch now
    • Best practices for building or rebuilding a LeanKit board – watch now
    • Common Mistakes to Avoid when Using LeanKit – watch now
  • In-product walkthroughs and the Knowledge Center provide guidance from within the product itself, as shown in the following example:


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    In-product LeanKit walkthrough example




How Others Use LeanKit: Case Studies 

Curious to learn how others are using LeanKit? Click these case studies, use cases, and guides and get inspired!


BECU Case Study

Standardizing with Planview solutions while embracing various ways of working gives teams the flexibility to work how they want. Now, teams have the ability to collaborate using shared data to prioritize projects and resources as they meet changing business needs.

Read More →


Matisa Case Study

Matisa chose Planview LeanKit™ to bring order to a chaotic workflow process, providing in-depth visibility into project status and improving collaboration between groups through virtual Kanban boards.

Read More →


Leading Marketing Services Company Case Study

This leading marketing services company wanted a more flexible, consolidated solution that offered greater flexibility and transparency into work status while improving prioritization and work efficiency.

Read More →


Leading Nationwide Medical Insurance Case Study

In order to transform from a support role to a corporate asset, this leading nationwide medical insurance company PMO focused on driving business value across the enterprise, instead of simply IT.

Read More →



How Others Use LeanKit: Use Cases and Guides 

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Planview Using Planview Video

Watch Planview's leadership discuss how they use Planview's solutions in different ways across the organization.

Watch Now →

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Planview Internal Use Cases Deck

Want to know even more about how Planview uses our solutions? Check out this deck to see how we embody the transformation right here at Planview.

Read More →

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LeanKit Use Cases Deck

To inspire and enable your transformation journey, check out this Projectplace use cases deck from Shlok Vaidya, our Director of Customer Operations and Marketing.

Read More →

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Kanban 101 eBook

In this introduction to Kanban and visual management, you’ll learn practical tips for managers and teams to jumpstart your Kanban journey.

Read More →


LeanKit for Manufacturing Use Case Guide

Planview LeanKit™ enables manufacturing organizations to leverage Just in Time manufacturing and Kanban boards to better manage and visualize their processes.

Read More →

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LeanKit for DevOps

LeanKit makes it easy for DevOps teams to visualize their work, identify bottlenecks in the process to learn and limit work in progress (WIP) to ensure the fast flow of work. 

Read More →



Professional Services Offerings

Interested in getting help from our Professional Services team? The following table outlines the different LeanKit Services Packages and what is included in each.

  Kanban for Teams (Standalone LeanKit) Agile Program Management Lean Portfolio Management
Foundations Essentials Champions PPM Pro Enterprise One
Tool Training

Methodology Training

Board Design Workshop  

Cadence-based Coaching    

Roll Out Support        

Integration Design         

Configuration of  Portfolio Connector        

Enterprise One/PPM Pro Consulting





Data Sheets 

Learn more about each of the Services Packages from the following Data Sheets: