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Planview Customer Success Center

Insights

Overview

With Insights, Viz surfaces issues related to your flow and makes recommendations on how to improve, based on an analysis of your combined Flow Metrics. 

The first set of insights—leading indicator analytics—are WIP-related and highlight problems that are hiding under artificially favorable Flow Metrics, like Neglected WIP or a Predicted Flow Time Increase.

To learn more, watch this quick tutorial or see the sections below.

 

Getting Started with Insights 

Insights are displayed at the top of your Flow Metrics dashboard after at least one month of data has been collected.

Note: If your product has between 1-3 months of data available, average Flow Time and Flow Velocity® from the available data will be utilized. As Viz collects additional data, insights will become more precise.

Insights Panel

If there isn’t enough data, a banner will appear indicating that your insights are coming soon.

Insights Coming Soon Banner

We’ll show you a selection of important insights right on the Flow Metrics page, but make sure to click Learn More to see a more comprehensive view of Viz’s findings.

Click 'Learn More'

In the Insights drawer, you’ll see your neglected WIP metrics broken down by flow item type, as well as some additional metrics.

Insights Drawer

To learn more about how to evaluate these insights, click Watch a Tutorial.

Click 'Watch a Tutorial'

A tutorial from our value stream management experts will appear to advise you on these insights and strategies to keep WIP under control.

VSM Tutorial

If you'd like to learn more about each insight, see the sections below. 

 

Neglected WIP Insights

When value streams have too much work in progress (WIP), it often transpires that only the most urgent work gets attention. Everything else that’s been started just waits until it’s eventually forgotten — this is what we call neglected WIP.

Neglected WIP is the percentage of your Flow Load® that is above the predicted amount based on Flow Velocity® and Flow Time.

Flow Time and Flow Velocity® may appear artificially good because they are measuring the completed work. In the meantime, lots of your WIP is aging. Your failure to deliver them on-time will erode the trust of your customers, and predictions based on your current Flow Time will likely be wrong. 

Note: Insights require at least one month of data in Viz. 

Neglected WIP graphic

How much WIP is neglected?

This gauge indicates how much WIP is being neglected for each flow item type. Neglected WIP erodes trust with your customers, as you fail to meet your commitments despite the work having started. 

Implications
  • Work appears to be in progress, but is stalled
  • Cognitive load on the team is high
  • “Push work” mentality still exists
  • Unplanned work may be jumping over existing started work, causing more work to be neglected
How can I use this insight?

You can use this insight to:

  • Clean up (clear out waste, evaluate what truly needs to be in backlog)
  • Add capacity to under-resourced roles for work of true business value
  • Enforce WIP limits and utilize a pull model (lean practice)
  • Identify the reasons and culture encouraging teams to take on work they cannot complete
How is this insight calculated?

When your Flow Load® exceeds what is predicted for a stable system based on your Flow Time and Flow Velocity®, you have Neglected WIP.* In a stable system, the intake of work is balanced with the capacity to execute and complete this work. Neglected WIP is WIP moving towards completion at a slower rate than work completed in the last 1–3 months. 

To derive your Neglected WIP percentage, Viz analyzes average Flow Time and daily Flow Velocity® alongside your current Flow Load®.

*Planview Viz® applies Little’s Law to test the stability of your value stream’s Flow. A key characteristic of unstable systems is the violation of the assumptions of Little’s Law, namely that WIP is growing and work is not uniformly moving to completion. 

How long to work off total WIP?

This insight informs product leaders how many months are required to work off existing WIP.

Implications
  • Value could be stale by the time work is completed
  • Creation of work that cannot be completed is waste
  • Roles are incentivized for local optimization
  • Context-switching can negatively impact productivity, morale, and engagement
How can I use this insight?

You can use this insight to:

  • Collaborate with business partners to determine a healthy backlog size 
  • Revisit OKRs (Objectives and Key Results) for front-end work processes to ensure they do not incentivize priming work for intake
How is this insight calculated?

To derive this metric, Viz analyzes current Flow Load® and typical Flow Velocity®.

If all WIP were completed, Flow Time to increase by

This insight identifies when time-to-market, as measured by Flow Time, is predicted to increase based on current WIP levels.

Implications
  • Flow Time can appear artificially low and misinform your future commitments
  • If all Neglected WIP were closed, Flow Time would increase to show a more meaningful number  
  • Flow items being completed are almost entirely quick, high priority work that jumps the queue, while the rest of the work stagnates
How can I use this insight?

You can use this insight to:

  • Better understand your true Flow Time and make business decisions accordingly
  • Incorporate actual Flow Time and Flow Velocity® data into the planning sessions
How do I calculate this insight?

To derive this metric, Viz analyzes average Flow Time and Flow Velocity® alongside your current Flow Load®.

 

Coaching Tutorial

Learn more about addressing neglected WIP in this short coaching tutorial from our VSM experts:

Note: This tutorial can also be accessed from the Insights drawer.