The Dynamics 365 Lie That Kills Your Business Impact
Dynamics 365 can be a filing cabinet or a growth engine—and most teams unknowingly build the cabinet. This episode shows how to turn Dynamics into a system that drives progress by removing friction, not adding features. Instead of treating go-live as the finish line, we focus on clarity, constraint, and monthly improvements that shrink cycle time and lift performance. You’ll hear how refining business process flows, tightening stages, and eliminating unnecessary fields immediately shifts user behavior and accelerates throughput. Real stories demonstrate how small changes—like forcing next actions, routing on save, and trimming approval chains—cut delays and restore momentum. We break down the habits of high-performing Dynamics teams: weekly triage of real user pain, 30-day release cycles, action-oriented views, and product ownership that prioritizes impact over noise. By the end, you’ll see how process, data, and people work together to turn everyday work into measurable progress. The takeaway is simple: reduce friction and every metric improves because Dynamics stops archiving activity and starts guiding what happens next.
Most teams use Dynamics as a filing cabinet. The real question is simple:
Does your system turn work into progress—or just store activity?
In this episode, you’ll see how tiny structural changes inside Dynamics collapse cycle time, improve every downstream metric, and finally make progress the default. I start with a two-minute, visual micro-demo and then walk through real stories where small adjustments delivered big movement. Episode Summary “We implemented Dynamics” is not the finish line. It’s a milestone.
The true outcome is speed—how fast your system turns work into progress. In this episode, you’ll learn:
- Why most orgs build ceremony instead of acceleration
- How to run Dynamics like a product, not a project
- A tiny BPF redesign that changes behavior the same day you ship it
- How to align Dynamics to one real business goal per month
- The three levers that scale: process, data, people
- The patterns that actually work at scale—product mindset, nearshore capacity, and real agile
- How to avoid the classic failure patterns that quietly wreck throughput
- What a 90-day transformation really looks like when you reduce friction deliberately
By the end, you’ll know how to create a Dynamics environment where movement is inevitable and stalling is impossible. Episode Segments 1. Why “We Implemented Dynamics” Isn’t the Finish Line Most teams treat Dynamics as a project with a launch date—then habits revert, routing becomes tribal knowledge, and people flee to email where progress is easier.
You’ll hear why:
- “Launch” is not an outcome—speed is
- Reducing friction improves all critical metrics
- Ceremonial process design creates beautiful thickets, not throughput
- A single mindset shift (“What friction did we remove this month?”) changes everything
- New rituals—not new tech—unlock the engine
2. Micro-Demo: The Smallest Change with the Biggest Return A two-minute walkthrough of the simplest upgrade you can ship today: Before: Six vague stages, zero required fields, endless limbo.
After: Three stages (Qualify → Commit → Deliver), two required fields each, and a tiny automation that routes records automatically. This shift forces clarity, eliminates purgatory, and turns the ribbon from decoration into governance. 3. Align Dynamics to Real Business Goals Dynamics should guide what happens next—not archive what already happened.
You’ll learn:
- Why dashboards rarely change behavior
- Why you must pick one goal per 30 days
- How to turn that goal into architecture: views, guardrails, and tiny automations
- The subtractive craft: removing decisions that slow motion
- The three mechanics that make change visible within days
- A weekly triage ritual that finds root causes fast
4. The Three Levers of Scaling: Process, Data, People Scaling isn’t louder—it’s cleaner.
We break down: Process: Subtraction beats addition. Clear exit criteria beat documentation.
Data: Capture less, require smarter, surface risk—not reports.
People: Adoption is rhythm, not training. Release cadence creates trust. Real examples include cutting a 21-step approval chain to four and deleting 32 fields to slash user errors. 5. Patterns That Actually Scale: Product, Nearshore, Agile The three patterns that remove bottlenecks without creating ceremony:
- Product mindset: friction → behavior → metric
- Nearshore capacity: brains in-house, hands nearshore
- Real agile: tiny shippable changes tied to two-week metrics
You’ll hear a case where lead qualification fell from six days to two in under two sprints. 6. Classic Failure Patterns (and How to Fix Them) The traps you’ve probably seen:
- Legacy system recreated with nicer colors
- Ribbons with infinite stages and zero rules
- Work happening in email while Dynamics becomes a museum
- Committees that “align” but don’t decide
- Dashboards as theatre
- Big-bang releases that land with a thud
Each one has a practical, tiny fix you can ship this month. 7. Tools That Give You Rhythm: RACI, Backlog, 30-Day Release The three alignment tools that keep your Dynamics ecosystem healthy:
- A real RACI with a single accountable product owner
- A backlog template based on friction, behavior change, and metric impact
- A 30-day release cadence with clear acceptance criteria and short, in-app release notes
These aren’t ceremonies—they’re how you make momentum predictable. 8. What Scaling with Dynamics Actually Looks Like (90-Day View) A clear, three-month roadmap: Month 1: Rhythm + rails
Month 2: Subtraction + surfacing
Month 3: Compounding + confidence What it feels like on the floor:
No more ownership debates, no more email-based handoffs, no more slide-based reviews.
Just work → progress, by design. Key Takeaways
- Dynamics should be a guidance engine, not an archive.
- Reduce friction and every metric improves—automatically.
- Progress comes from rails, clarity, and cadence, not complex features.
- Small, shippable changes beat giant projects every time.
- Treat Dynamics like a product and progress becomes the default state.
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Dynamics can be a filing cabinet or a growth engine.
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Most teams build filing cabinets.
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Here's the test.
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Does your system turn work into progress?
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Or does it just store activity?
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In the next few minutes, I'll show you how to reduce friction
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so every metric improves.
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We'll start with a tiny visual change inside dynamics
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that proves this isn't theory.
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Then I'll map three real stories,
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where small adjustments collapse cycle time
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and lifted results.
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By the end, you'll know exactly how to run dynamics
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like a product and make progress the default.
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Why we implemented dynamics isn't the finish line.
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Look closely here.
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A new CRM sits in its habitat, resting quietly
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in its natural library.
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Launch day photos, a training deck, a tidy project closeout,
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a truly magnificent specimen.
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Then, with remarkable precision,
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the real world arrives.
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Handoffs.
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Unclear states clicks that lead nowhere.
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Obset this balance and chaos spreads swiftly.
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Here's the honest bit.
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We implemented dynamics is not an outcome.
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It's a milestone on the way to an outcome.
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The outcome is speed.
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How fast your system turns work into progress.
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If you remember nothing else, remember that reducing friction
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is the simplest way to improve everything downstream,
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time to cache.
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SLA compliance renewals.
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When progress flows, those metrics rise without you chasing them.
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Now observe where most teams get stuck.
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They treat dynamics as a one-off IT project,
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design workshops, build, test, deploy, go live,
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and a long quiet tale.
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The habits don't change.
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Forms stay bloated, stages remain vague,
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routing requires corridor conversations.
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People go back to email and spreadsheets
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because they make progress there.
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The system becomes a beautifully digitized
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thicket, structured, yes, but still a thicket.
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The thing most people miss, scale is a behavior, not a feature.
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If the system requires meetings to interpret every status,
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you've built ceremony, not acceleration.
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If your process has six stages but no clear exit criteria,
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you've built theater, not throughput.
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If a user must fill 30 fields to move forward,
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you've built a break pedal, not an engine.
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This clicked for many teams when they swapped the question,
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did we launch?
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For what friction did we remove this month?
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That single change reframes everything.
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Suddenly the backlog isn't a list of requests.
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It's a queue of friction points.
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The cadence isn't annual.
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It's monthly.
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The owner isn't IT.
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It's a product owner who weighs impact against effort
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and decides what gets built next.
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Here's the shortcut nobody teaches.
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You don't need new tech to unlock this.
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You need new rituals, a weekly triage of real user pain.
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A monthly release that trim steps,
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clarifies states and automates handoffs.
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A simple rule.
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Each release must remove, simplify, or automate something.
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If a change doesn't move work to progress faster, it waits.
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Before we continue, you need to understand the trap of false finishes.
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A training session feels like adoption.
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A dashboard feels like insight.
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A workflow feels like automation.
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But if users still ask who owns this, or what's next?
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Nothing important changed.
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The reason this hurts is simple.
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Invisible friction compounds.
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One extra drop down here, one optional field there,
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a fuzzy stage name, a manual email,
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multiply that by 100 users and a thousand records
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and your week disappears.
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So what separates the growth engine from the filing cabinet?
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Clarity and constraint.
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Fewer stages with precise exit criteria.
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Fewer fields, each with a reason to exist.
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Handoffs that happen on save, not after meetings.
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And a product cadence that keeps pulling friction out.
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Let me show you exactly how that looks in practice in under two minutes
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with one small change that shifts behavior the same day you ship it.
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Micro demo.
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The smallest change with the biggest return.
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We're in dynamics, editing a business process flow.
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Before, six vague stages.
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Qualify, assess, discuss, propose, review, close.
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No required data people click around to make the ribbon go green.
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Work stalls because nothing forces clarity.
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After three clean stages, qualify, commit, deliver.
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Each stage has two required fields that act like rails
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in qualified source and next action.
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In commit, owner and due date, in deliver, outcome and handoff queue.
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That's it. Six fields, total, no essays, no surprises.
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Now observe the behavior shift.
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A rep can't leave qualify without picking a real next action.
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No more, I'll circle back purgatory.
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When they hit commit, ownership gets fixed and a due date is set.
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The system now knows who moves next and by when.
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On deliver, the outcome is captured and the queue is chosen.
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And a simple power automate flow routes the record automatically
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to service or finance based on that queue.
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Remove its data source and it becomes distressed, give it a clear path
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and it moves with purpose.
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Let me show you exactly how to do this.
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Open the solution.
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Add the existing process to your solution if it isn't there.
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Create a new process or save A's, the current one so you're not editing out of the box.
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Rename stages.
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Qualify, commit, deliver.
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In each stage add just two data steps.
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Mark them required, tie a handoff queue to a choice column you already have
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or create a local choice with three values you'll actually use.
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Publish.
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Then add one flow.
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When a record hits, deliver with handoff queue,
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equal, support, update owner to the support queue and post a timeline note.
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Two minutes to build, one minute to test.
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You've edited the map, not the terrain and the paths are now obvious and boom.
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Look at that result.
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The ribbon is no longer a decoration.
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It governs motion.
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Records can't hide and limbo.
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Handoffs happen on save.
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The smallest change with the biggest return.
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Now that you've seen how simple this is,
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the bigger conversation will land.
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This is a product you can evolve every month,
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cutting friction, one tiny rail at a time.
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Align dynamics to real business goals.
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Now observe the shift we need to make.
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Dynamics shouldn't just record what happened
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it should guide what happens next.
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The question to anchor everything.
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Does dynamics guide or archive?
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If it guides, friction falls and progress accelerates.
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If it archives, you've just built a tidy museum of yesterday.
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Here's where most teams go wrong.
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They pick 10 KPIs and dilute focus.
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They build dashboards to impress, not instruments to steer.
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Try this test.
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Open your top view today and ask,
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what decision does this screen demand in the next five minutes?
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If the answer is none, you're looking at reporting,
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not runtime guidance.
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So pick one goal that matters for the next 30 days
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and align dynamics to push it forward.
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One is the point, not time to cash,
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not SLA compliance as abstractions.
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Choose the friction you can feel on the floor.
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For sales that might be reduced lead qualification delay.
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For service, reduce manual triage.
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For membership, reduce renewal limbo.
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Then why are the systems so the next action is obvious
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and the wrong action is impossible?
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Let me show you how to translate that into structure.
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We start with a success question.
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What must be true in the system for this outcome to improve?
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If the aim is faster lead movement,
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the system must capture next action
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and a due date at the moment of qualification
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and it must surface stale items.
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If the aim is better SLA performance,
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the system must route new cases within seconds
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and highlight any case without an owner.
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If the aim is on time renewals,
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the system must surface whose 90, 60 and 30 days out
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and make the outreach step unavoidable.
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The thing most people miss is that this is a subtractive craft
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you don't add seven fields and three swim lanes.
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You remove the places where decisions go to die.
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A quick story.
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A sales team cut 21 approval steps down to four
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and cycle time dropped by nearly half within two sprints.
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Another team deleted 32 unused fields on an opportunity form.
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User errors fell immediately because there was nothing left to get wrong.
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When leadership moved pipeline reviews into dynamics,
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no slides, just live records, adoption, shut up
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because the habitat finally reflected real behavior.
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Once you've set the single goal,
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back it with three mechanics.
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Views that expose risk and demand action.
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For leads, my leads with no next action sorted by oldest.
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For cases, unassigned over 15 minutes.
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For renewals, members 60 days out without outreach.
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These aren't reports.
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They are work cues.
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Guard rails that prevent drift,
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required fields at the right moment,
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business rules that hide anything not needed now.
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BPF stages with crisp exit criteria that matched the goal.
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If the goal is speed, exit criteria should be verbs, not nouns.
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Next action chosen, not notes captured.
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Tiny automations that remove handoffs.
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When a stage changes to commit,
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set owner and due date automatically based on simple rules.
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When deliver is complete,
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route to the correct queue and post a timeline note
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so the next team has context.
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Make the handoff happen on save.
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Here's a quick check to keep you honest.
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For every change you propose, answer three questions.
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What friction does this remove?
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What behavior will change tomorrow?
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Which metric should move within two weeks?
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If you can't answer its theatre, hold it.
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00:10:01,320 --> 00:10:03,240
A weekly ritual cements this.
218
00:10:03,240 --> 00:10:06,920
Run a 30 minute triage using only live records and these action views.
219
00:10:06,920 --> 00:10:10,360
Ask what stuck and why did the system allow it?
220
00:10:10,360 --> 00:10:13,000
Then fix that cause in the next sprint.
221
00:10:13,000 --> 00:10:17,720
One team found that 40% of stuck records were missing an owner
222
00:10:17,720 --> 00:10:20,680
because the owner field was optional at the wrong time.
223
00:10:20,680 --> 00:10:22,680
They made it required in the commit stage
224
00:10:22,680 --> 00:10:25,080
and never saw that class of stuck again.
225
00:10:25,080 --> 00:10:28,600
Now the personal line, this matters because progress is moral.
226
00:10:28,600 --> 00:10:32,920
When people see the system turning their effort into movement, they lean in.
227
00:10:32,920 --> 00:10:35,800
When they see its stall, they work around it.
228
00:10:35,800 --> 00:10:39,080
Guide, don't archive and everything else gets easier.
229
00:10:39,080 --> 00:10:42,280
The three levers of scaling.
230
00:10:42,280 --> 00:10:45,320
Process, data, people.
231
00:10:45,320 --> 00:10:49,800
Now, observe the three levers that reliably turn friction into flow,
232
00:10:49,800 --> 00:10:52,680
process, data, people, pull them in this order.
233
00:10:52,680 --> 00:10:54,920
Process sets the path, data clears the view.
234
00:10:54,920 --> 00:10:57,720
People supply the momentum, upset this balance
235
00:10:57,720 --> 00:10:59,640
and you get noise without movement.
236
00:10:59,640 --> 00:11:02,200
Process first, the thing most people miss
237
00:11:02,840 --> 00:11:05,320
is that process isn't documentation.
238
00:11:05,320 --> 00:11:07,720
It's constraints that cut decisions.
239
00:11:07,720 --> 00:11:09,640
Every extra branch is a hesitation.
240
00:11:09,640 --> 00:11:11,720
Every unclear state is an argument.
241
00:11:11,720 --> 00:11:15,160
The fastest wins usually come from subtraction.
242
00:11:15,160 --> 00:11:19,080
One client had a 21 step approval chain for enterprise quotes.
243
00:11:19,080 --> 00:11:20,760
We reduced it to four.
244
00:11:20,760 --> 00:11:24,840
Qualify, price guardrails, legal check, executive exception.
245
00:11:24,840 --> 00:11:29,640
Cycle time fell by about 40% within two sprints
246
00:11:29,640 --> 00:11:32,440
and nobody missed the 17 steps we retired.
247
00:11:33,000 --> 00:11:35,960
Why this matters to you less ceremony, more throughput?
248
00:11:35,960 --> 00:11:39,080
Here's how to tune process without boiling the ocean.
249
00:11:39,080 --> 00:11:41,160
Start with the motion you want.
250
00:11:41,160 --> 00:11:43,480
Qualify, commit, deliver.
251
00:11:43,480 --> 00:11:46,360
Make each stage earn its existence
252
00:11:46,360 --> 00:11:48,840
with exit criteria that are verbs.
253
00:11:48,840 --> 00:11:51,080
Next action selected.
254
00:11:51,080 --> 00:11:52,440
Owner and due date set.
255
00:11:52,440 --> 00:11:55,240
Outcome captured, hand off cute.
256
00:11:55,240 --> 00:11:57,080
Kill vague stages.
257
00:11:57,080 --> 00:11:59,880
If a step can't explain how it speeds movement
258
00:11:59,880 --> 00:12:01,720
or reduces rework, it goes.
259
00:12:02,360 --> 00:12:04,920
Then create one work view per role
260
00:12:04,920 --> 00:12:07,960
that exposes what stuck by your chosen rule.
261
00:12:07,960 --> 00:12:11,160
Sales seize leads with no next action.
262
00:12:11,160 --> 00:12:14,440
Service seize unassigned over 15 minutes.
263
00:12:14,440 --> 00:12:18,600
Finance seize closed one missing contract.
264
00:12:18,600 --> 00:12:21,320
These aren't reports they are daily routes.
265
00:12:21,320 --> 00:12:22,520
Data next.
266
00:12:22,520 --> 00:12:23,640
Not more data.
267
00:12:23,640 --> 00:12:24,920
Better data.
268
00:12:24,920 --> 00:12:28,600
Most dynamics orgs drown in optional fields
269
00:12:28,600 --> 00:12:32,280
and stale pick lists that corrode trust.
270
00:12:32,280 --> 00:12:34,120
The cure is ruthless relevance.
271
00:12:34,120 --> 00:12:37,720
Keep only the fields that drive a decision or an automation.
272
00:12:37,720 --> 00:12:41,720
A team deleted 32 fields from their opportunity form.
273
00:12:41,720 --> 00:12:43,800
Fields nobody had looked at in a year.
274
00:12:43,800 --> 00:12:46,840
Immediately user errors collapsed
275
00:12:46,840 --> 00:12:48,520
and time on form dropped
276
00:12:48,520 --> 00:12:50,680
because there was nothing left to get wrong.
277
00:12:50,680 --> 00:12:52,120
Then they added two fields.
278
00:12:52,120 --> 00:12:54,120
Next action and due date
279
00:12:54,120 --> 00:12:56,520
and their pipeline actually became steerable.
280
00:12:56,520 --> 00:12:58,200
Aim for three data moves.
281
00:12:58,200 --> 00:13:00,120
First shrink the capture surface.
282
00:13:00,120 --> 00:13:03,400
Hide anything not needed at this moment with business rules.
283
00:13:03,400 --> 00:13:06,680
Second make critical fields required at the right time.
284
00:13:06,680 --> 00:13:07,640
Not everywhere.
285
00:13:07,640 --> 00:13:10,440
Required at stage change optional elsewhere.
286
00:13:10,440 --> 00:13:12,760
Third turn data into alerts and cues
287
00:13:12,760 --> 00:13:15,160
not dashboards that nobody opens.
288
00:13:15,160 --> 00:13:17,640
If a case has no owner after 10 minutes,
289
00:13:17,640 --> 00:13:19,160
raise a toast and reassign.
290
00:13:19,160 --> 00:13:22,760
If a renewal is 60 days out without outreach,
291
00:13:22,760 --> 00:13:25,240
surface it on the owner's home view.
292
00:13:25,240 --> 00:13:26,680
The reason this works.
293
00:13:26,680 --> 00:13:30,200
Data earns attention only when it reduces uncertainty now.
294
00:13:30,200 --> 00:13:33,240
People last but not least.
295
00:13:33,240 --> 00:13:35,080
Adoption isn't training.
296
00:13:35,080 --> 00:13:37,960
It's the feeling that the system helps you win today.
297
00:13:37,960 --> 00:13:40,840
The pattern that works is rhythm, not rollouts.
298
00:13:40,840 --> 00:13:44,200
Give the team a small reliable drum beat they can trust.
299
00:13:44,200 --> 00:13:45,480
One week discovery.
300
00:13:45,480 --> 00:13:46,360
One week build.
301
00:13:46,360 --> 00:13:47,320
One week test.
302
00:13:47,320 --> 00:13:48,840
One week release and measure.
303
00:13:48,840 --> 00:13:52,520
Publish your release notes in product in the timeline.
304
00:13:52,520 --> 00:13:54,040
We removed three fields.
305
00:13:54,040 --> 00:13:55,800
We made owner required in commit.
306
00:13:55,800 --> 00:13:58,120
We added auto-rooting on deliver.
307
00:13:58,120 --> 00:14:01,560
Tie each change to a stuck story you heard last week.
308
00:14:01,560 --> 00:14:04,360
Suddenly the system feels alive and responsive.
309
00:14:04,360 --> 00:14:06,040
Ownership is the other piece.
310
00:14:06,040 --> 00:14:07,000
Not a committee.
311
00:14:07,000 --> 00:14:09,720
An accountable product owner who decides.
312
00:14:09,720 --> 00:14:12,360
Their job isn't to say yes, it's to rank.
313
00:14:12,360 --> 00:14:16,200
They hold a single backlog where every item is framed as friction,
314
00:14:16,200 --> 00:14:17,480
behavior, metric.
315
00:14:17,480 --> 00:14:20,360
Lead stall without an action.
316
00:14:20,360 --> 00:14:22,360
Require next action at qualify.
317
00:14:22,360 --> 00:14:24,200
Qualified lead cycle time drops.
318
00:14:24,200 --> 00:14:26,040
No guesswork on why this matters.
319
00:14:26,040 --> 00:14:29,080
They meet users weekly in a 30 minute triage
320
00:14:29,080 --> 00:14:32,120
using only live records and action views.
321
00:14:32,120 --> 00:14:35,240
The question is always what stuck and why did the system allow it?
322
00:14:35,240 --> 00:14:39,720
Then they pick one or two changes that will remove the cause next month.
323
00:14:39,720 --> 00:14:42,440
Leadership sets the habitat.
324
00:14:42,440 --> 00:14:46,360
If execs run reviews in slides, the system becomes a museum.
325
00:14:46,360 --> 00:14:50,280
If they run reviews inside dynamics, live records, action views,
326
00:14:50,280 --> 00:14:52,120
adoption follows the attention.
327
00:14:52,120 --> 00:14:55,800
One team moved pipeline reviews into the app and band screenshots
328
00:14:55,800 --> 00:14:59,720
within two cycles data quality jumped because the only way to look prepared
329
00:14:59,720 --> 00:15:01,400
was to keep records clean.
330
00:15:01,400 --> 00:15:04,680
A truly magnificent specimen handled with care.
331
00:15:04,680 --> 00:15:07,800
So process trims the path, data sharpens the view,
332
00:15:07,800 --> 00:15:12,200
people sustain the rhythm, pull all three, and friction falls.
333
00:15:12,200 --> 00:15:15,160
Your system turns work into progress by design.
334
00:15:15,160 --> 00:15:17,640
Patterns that actually scale.
335
00:15:17,640 --> 00:15:19,160
Product.
336
00:15:19,160 --> 00:15:20,440
Nearshore.
337
00:15:20,440 --> 00:15:21,320
Adgile.
338
00:15:21,320 --> 00:15:24,760
Now observe three patterns that actually scale
339
00:15:24,760 --> 00:15:27,480
without turning your habitat into ceremony.
340
00:15:27,480 --> 00:15:31,080
Product mindset, near shore capacity, and real agile.
341
00:15:31,080 --> 00:15:35,560
Each cures a specific pain, use them together and progress compounds.
342
00:15:35,560 --> 00:15:38,360
Product mindset first.
343
00:15:38,360 --> 00:15:41,960
This cures the "we launched, but nothing changed" problem.
344
00:15:41,960 --> 00:15:45,480
A project says requirements, "build, done."
345
00:15:45,480 --> 00:15:49,560
A product says "friction behavior metric every month."
346
00:15:50,200 --> 00:15:53,160
The product owner is the Keystone Creature here,
347
00:15:53,160 --> 00:15:57,000
accountable, available, and empowered to say no.
348
00:15:57,000 --> 00:15:59,480
Their backlog isn't a wish list.
349
00:15:59,480 --> 00:16:02,920
It's a ranked queue of friction removals.
350
00:16:02,920 --> 00:16:05,720
Each card must answer three things.
351
00:16:05,720 --> 00:16:08,840
What friction dies, what behavior changes tomorrow,
352
00:16:08,840 --> 00:16:11,160
and which metric should move within two weeks.
353
00:16:11,160 --> 00:16:14,360
If a card can't answer that, it doesn't enter the habitat.
354
00:16:14,360 --> 00:16:15,720
Then cadence governs.
355
00:16:15,720 --> 00:16:19,720
One week discovery, one week build, one week test, one week release, and measure.
356
00:16:19,720 --> 00:16:22,040
You'll notice the rhythm matches what we already said.
357
00:16:22,040 --> 00:16:23,400
That's intentional.
358
00:16:23,400 --> 00:16:24,920
Rhythm reduces anxiety.
359
00:16:24,920 --> 00:16:28,600
People know when change happens, and what it's for.
360
00:16:28,600 --> 00:16:29,880
A quick practical.
361
00:16:29,880 --> 00:16:34,360
Give your product owner a standing 30-minute triage with frontline users.
362
00:16:34,360 --> 00:16:36,840
Only live records.
363
00:16:36,840 --> 00:16:38,520
Only action views.
364
00:16:38,520 --> 00:16:39,960
The script is simple.
365
00:16:39,960 --> 00:16:42,440
What stuck and why did the system allow it?
366
00:16:42,440 --> 00:16:46,840
The owner translates each answer into one small change with a measurable bet.
367
00:16:47,560 --> 00:16:50,360
That public bet becomes the heartbeat of the month,
368
00:16:50,360 --> 00:16:53,240
and leadership, run reviews inside the app.
369
00:16:53,240 --> 00:16:54,840
No screenshots.
370
00:16:54,840 --> 00:16:58,920
When the habitat is the meeting room, data quality becomes self-policing.
371
00:16:58,920 --> 00:17:01,720
Near-shore capacity next.
372
00:17:01,720 --> 00:17:04,760
This fixes capacity bottlenecks without losing control.
373
00:17:04,760 --> 00:17:07,480
Most teams swing between two extremes.
374
00:17:07,480 --> 00:17:10,840
We do everything internally and burn out,
375
00:17:10,840 --> 00:17:14,360
or we outsource everything and lose the plot.
376
00:17:14,360 --> 00:17:17,320
Near-shoreing, one or two time zones away,
377
00:17:17,320 --> 00:17:19,080
shared language hours,
378
00:17:19,080 --> 00:17:24,360
gives you a flexible ring of builders who can turn small well-shaped backlog items fast.
379
00:17:24,360 --> 00:17:27,400
The rule is, brains in house hands near shore,
380
00:17:27,400 --> 00:17:30,040
strategy, priorities,
381
00:17:30,040 --> 00:17:32,760
and acceptance stay with your product owner.
382
00:17:32,760 --> 00:17:36,600
The near-shore team gets crisp, atomized tickets,
383
00:17:36,600 --> 00:17:38,760
require next action at qualify,
384
00:17:38,760 --> 00:17:41,480
auto-assign to support on deliver,
385
00:17:41,480 --> 00:17:43,800
hide 12 fields on commit.
386
00:17:44,520 --> 00:17:48,680
Define acceptance criteria in one sentence and a screenshot.
387
00:17:48,680 --> 00:17:52,120
If a change can't be tested in two minutes, it's not small enough.
388
00:17:52,120 --> 00:17:54,360
This keeps the ecosystem legible.
389
00:17:54,360 --> 00:17:56,680
Guardrails matter.
390
00:17:56,680 --> 00:17:58,280
One branch strategy.
391
00:17:58,280 --> 00:17:59,640
One solution.
392
00:17:59,640 --> 00:18:02,600
Solution layering that avoids cross dependencies.
393
00:18:02,600 --> 00:18:03,960
Managed downstream.
394
00:18:03,960 --> 00:18:04,920
Unmanaged in dev.
395
00:18:04,920 --> 00:18:08,600
And a daily 15-minute sink between the product owner
396
00:18:08,600 --> 00:18:10,360
and the near-shore lead to unblock,
397
00:18:10,360 --> 00:18:12,440
confirm scope and keep the rhythm.
398
00:18:12,440 --> 00:18:14,760
Upset this balance and you'll get Jira Theater,
399
00:18:14,760 --> 00:18:16,280
busy tickets, little movement.
400
00:18:16,280 --> 00:18:19,480
Maintain it and you'll ship friction cuts weekly.
401
00:18:19,480 --> 00:18:21,240
Real agile last.
402
00:18:21,240 --> 00:18:23,960
This prevents the six-month release that nobody uses.
403
00:18:23,960 --> 00:18:26,440
Agile here is not stand-ups with slide decks.
404
00:18:26,440 --> 00:18:29,960
It's shipping tiny testable changes tied to a metric.
405
00:18:29,960 --> 00:18:31,960
Three anchors keep it honest.
406
00:18:31,960 --> 00:18:35,080
First, definition of done includes a measurable check.
407
00:18:35,080 --> 00:18:37,800
Owner field required at commit.
408
00:18:37,800 --> 00:18:41,560
Qualified lead cycle time should drop 10% within two weeks.
409
00:18:42,120 --> 00:18:45,160
If you can't measure it, you're rehearsing, not performing.
410
00:18:45,160 --> 00:18:47,720
Second, YP limits.
411
00:18:47,720 --> 00:18:50,760
Cap active work at the number of people times one.
412
00:18:50,760 --> 00:18:54,600
If four people are building, only four cards can be in progress.
413
00:18:54,600 --> 00:18:56,280
Cuse short and focus deepens.
414
00:18:56,280 --> 00:18:59,480
Third, a ruthless end-of-month retro with evidence.
415
00:18:59,480 --> 00:19:01,320
Pull the numbers on the bets you made.
416
00:19:01,320 --> 00:19:02,680
Did cycle time move?
417
00:19:02,680 --> 00:19:04,200
Did unassigned cases drop?
418
00:19:04,200 --> 00:19:05,240
If yes, double down.
419
00:19:05,240 --> 00:19:08,040
If not, ask why the system still allows the stall
420
00:19:08,040 --> 00:19:09,880
and pick a smaller change.
421
00:19:09,880 --> 00:19:11,640
Here's a small story to make it real.
422
00:19:12,040 --> 00:19:15,160
A team stuck at quarterly releases adopted this trio.
423
00:19:15,160 --> 00:19:19,080
The product owner reframed the backlog as friction bets.
424
00:19:19,080 --> 00:19:22,040
A near-shore squad took three two-hour changes a week.
425
00:19:22,040 --> 00:19:25,560
Real agile anchored each release to a metric.
426
00:19:25,560 --> 00:19:29,400
Within two cycles, lead qualification time fell
427
00:19:29,400 --> 00:19:31,640
from six days to under two.
428
00:19:31,640 --> 00:19:34,760
Nothing magical, just clear ownership,
429
00:19:34,760 --> 00:19:36,920
small changes and a cadence that never missed.
430
00:19:36,920 --> 00:19:38,920
Why this matters to you?
431
00:19:38,920 --> 00:19:40,760
Progress is a habit.
432
00:19:40,760 --> 00:19:43,400
Product gives you a decider and a drum beat.
433
00:19:43,400 --> 00:19:47,800
Near-shore gives you affordable hands without handing over the steering wheel.
434
00:19:47,800 --> 00:19:52,840
Real agile keeps you honest by tying every change to movement you can feel.
435
00:19:52,840 --> 00:19:57,080
Combine them and your system turns work into progress, week after week.
436
00:19:57,080 --> 00:20:01,640
Classic failure patterns and their fixes.
437
00:20:01,640 --> 00:20:05,800
Now, observe the patterns that quietly strangle progress.
438
00:20:05,800 --> 00:20:09,480
Each has a simple antidote, legacy with nicer colors.
439
00:20:09,480 --> 00:20:11,480
Teams rebuild the old system,
440
00:20:11,480 --> 00:20:14,440
field for field inside dynamics,
441
00:20:14,440 --> 00:20:16,920
then wonder why nothing moves after a big spend.
442
00:20:16,920 --> 00:20:19,720
Fix, start with subtraction.
443
00:20:19,720 --> 00:20:22,120
Run a quarterly call ritual.
444
00:20:22,120 --> 00:20:25,400
Delete fields nobody used in 90 days.
445
00:20:25,400 --> 00:20:28,200
Retire stages without exit criteria.
446
00:20:28,200 --> 00:20:30,600
Kill approvals nobody can justify.
447
00:20:30,600 --> 00:20:33,560
If it doesn't reduce rework or force a decision,
448
00:20:33,560 --> 00:20:34,360
it goes.
449
00:20:34,360 --> 00:20:37,000
One team cloned their legacy schema and shipped it.
450
00:20:37,000 --> 00:20:38,840
Six months later, zero lift.
451
00:20:38,840 --> 00:20:43,480
They cut 28 fields and two stages and cycle time finally cracked.
452
00:20:43,480 --> 00:20:46,360
Infinite stages, zero rules.
453
00:20:46,360 --> 00:20:49,960
The ribbon looks impressive, but nobody knows what earns a stage change.
454
00:20:49,960 --> 00:20:54,760
Fix, three stages max tie to verbs.
455
00:20:54,760 --> 00:21:00,120
Qualify, commit, deliver, and two required fields per stage.
456
00:21:00,120 --> 00:21:04,280
Make the next action unavoidable and ownership explicit.
457
00:21:04,280 --> 00:21:06,360
Movement becomes visible and enforceable,
458
00:21:06,360 --> 00:21:08,280
email as the real workflow.
459
00:21:08,280 --> 00:21:11,560
The system records the work happens in inboxes.
460
00:21:11,560 --> 00:21:13,880
Fix handoffs unsafe use one choice,
461
00:21:13,880 --> 00:21:17,000
hand off cue and a tiny flow to root automatically.
462
00:21:17,000 --> 00:21:21,240
Post the context into the timeline so the next team never hunts through threats.
463
00:21:21,240 --> 00:21:25,880
Committee ownership decisions die in alignment.
464
00:21:25,880 --> 00:21:27,880
When fixed product owner singular,
465
00:21:27,880 --> 00:21:30,280
they rank they decide they accept.
466
00:21:30,280 --> 00:21:33,640
A review council can advise but one person steers.
467
00:21:33,640 --> 00:21:36,360
No more backlog by popularity contest.
468
00:21:36,360 --> 00:21:38,360
Dashboards as theatre.
469
00:21:38,360 --> 00:21:41,080
Beautiful charts that never change behaviour.
470
00:21:41,080 --> 00:21:43,000
Fix, action views.
471
00:21:43,000 --> 00:21:45,400
Unassigned over 15 minutes.
472
00:21:45,400 --> 00:21:47,080
Leads with no next action.
473
00:21:47,080 --> 00:21:50,200
Renewals 60 days out without outreach.
474
00:21:50,200 --> 00:21:53,080
These are daily routes, not rear view mirrors.
475
00:21:53,080 --> 00:21:54,600
Big bang releases.
476
00:21:54,600 --> 00:21:57,000
Six months of work lands with a third.
477
00:21:57,000 --> 00:21:58,440
Users shrug.
478
00:21:58,440 --> 00:22:01,960
Fix the smallest shipable change tied to a near term metric.
479
00:22:01,960 --> 00:22:04,120
Require next action at qualified ship.
480
00:22:04,120 --> 00:22:08,440
Auto assign on deliver ship measure two weeks later if it didn't move cut smaller.
481
00:22:08,440 --> 00:22:10,440
Custom connectors everywhere.
482
00:22:10,440 --> 00:22:13,160
Clever, brittle, unmentainable.
483
00:22:13,160 --> 00:22:14,200
Fix.
484
00:22:14,200 --> 00:22:16,520
Start with first party where possible.
485
00:22:16,520 --> 00:22:20,760
If you must extend isolate the extension in its own solution
486
00:22:20,760 --> 00:22:24,520
and keep acceptance tests simple enough to run in minutes.
487
00:22:24,520 --> 00:22:25,800
Here's the sting.
488
00:22:25,800 --> 00:22:30,360
One team rebuild their old system inside dynamics.
489
00:22:30,360 --> 00:22:35,000
Every field, every form then spend 400k stabilizing it.
490
00:22:35,000 --> 00:22:36,920
Nothing changed until they cut.
491
00:22:36,920 --> 00:22:38,440
Friction is paid in time.
492
00:22:38,440 --> 00:22:39,480
Pay less.
493
00:22:39,480 --> 00:22:41,160
Tools that give you rhythm.
494
00:22:41,160 --> 00:22:43,880
Rassie, backlog, 30 day release.
495
00:22:43,880 --> 00:22:46,440
Most teams don't fail for lack of ideas.
496
00:22:46,440 --> 00:22:47,880
They fail for lack of rhythm.
497
00:22:47,880 --> 00:22:49,800
These three tools give you one.
498
00:22:49,800 --> 00:22:51,480
Product owner, RICY.
499
00:22:51,480 --> 00:22:52,760
Clear roles end.
500
00:22:52,760 --> 00:22:54,520
The who owns this?
501
00:22:54,520 --> 00:22:55,160
Drama.
502
00:22:55,160 --> 00:22:56,040
Responsible?
503
00:22:56,040 --> 00:22:56,920
Product owner.
504
00:22:56,920 --> 00:22:57,560
Ranks.
505
00:22:57,560 --> 00:22:58,320
Decides.
506
00:22:58,320 --> 00:22:59,400
Accepts.
507
00:22:59,400 --> 00:23:00,360
Accountable.
508
00:23:00,360 --> 00:23:01,560
Business sponsor.
509
00:23:01,560 --> 00:23:02,760
Protects the mission.
510
00:23:02,760 --> 00:23:04,520
Removes blockers.
511
00:23:04,520 --> 00:23:05,520
Consulted.
512
00:23:05,520 --> 00:23:06,600
Frontline users.
513
00:23:06,600 --> 00:23:07,640
And tech lead.
514
00:23:07,640 --> 00:23:08,920
Surface friction.
515
00:23:08,920 --> 00:23:10,520
Shape solutions.
516
00:23:10,520 --> 00:23:11,400
Informed.
517
00:23:11,400 --> 00:23:12,440
Stakeholders.
518
00:23:12,440 --> 00:23:14,360
Here what shipped and why.
519
00:23:14,360 --> 00:23:18,520
Publish it when someone asks who decides you point, not debate.
520
00:23:18,520 --> 00:23:19,680
Backlog template.
521
00:23:19,680 --> 00:23:22,120
Think like a product manager, not a ticket taker.
522
00:23:22,120 --> 00:23:23,640
Each card has.
523
00:23:23,640 --> 00:23:24,920
Problem statement.
524
00:23:24,920 --> 00:23:26,040
Business metric.
525
00:23:26,040 --> 00:23:27,720
Acceptance criteria.
526
00:23:27,720 --> 00:23:28,840
Effort estimate.
527
00:23:28,840 --> 00:23:30,600
Priority.
528
00:23:30,600 --> 00:23:31,720
Example.
529
00:23:31,720 --> 00:23:34,200
Leads stall without next action.
530
00:23:34,200 --> 00:23:36,520
Reduce qualified lead cycle time.
531
00:23:36,520 --> 00:23:39,080
Require next action at qualify.
532
00:23:39,080 --> 00:23:41,080
Show error if blank.
533
00:23:41,080 --> 00:23:44,160
Add to my leads with no next action view.
534
00:23:44,160 --> 00:23:45,320
Two hours.
535
00:23:45,320 --> 00:23:46,400
High.
536
00:23:46,400 --> 00:23:50,200
If a card can't be tested in two minutes, it's not ready.
537
00:23:50,200 --> 00:23:51,960
30 day release checklist.
538
00:23:51,960 --> 00:23:53,320
One week discovery.
539
00:23:53,320 --> 00:23:54,440
One week build.
540
00:23:54,440 --> 00:23:55,640
One week test.
541
00:23:55,640 --> 00:23:57,480
One week release and measure.
542
00:23:57,480 --> 00:23:58,480
Week one.
543
00:23:58,480 --> 00:24:00,040
Triage live records.
544
00:24:00,040 --> 00:24:01,840
Pick two friction cuts.
545
00:24:01,840 --> 00:24:05,520
Right acceptance criteria and a metric bet.
546
00:24:05,520 --> 00:24:06,480
Week two.
547
00:24:06,480 --> 00:24:08,080
Build tiny changes.
548
00:24:08,080 --> 00:24:09,960
Keep solution hygiene clean.
549
00:24:09,960 --> 00:24:11,520
Commit daily.
550
00:24:11,520 --> 00:24:12,360
Week three.
551
00:24:12,360 --> 00:24:13,880
Test against criteria.
552
00:24:13,880 --> 00:24:15,720
Fix prep notes.
553
00:24:15,720 --> 00:24:16,800
Week four.
554
00:24:16,800 --> 00:24:18,480
Ship on a known day.
555
00:24:18,480 --> 00:24:20,080
Post notes in app.
556
00:24:20,080 --> 00:24:22,360
Measure the bet two weeks later.
557
00:24:22,360 --> 00:24:23,560
Use them together.
558
00:24:23,560 --> 00:24:25,280
The race he gives you a decider.
559
00:24:25,280 --> 00:24:29,680
The backlog gives you clarity.
560
00:24:29,680 --> 00:24:30,480
Quiet.
561
00:24:30,480 --> 00:24:31,440
Reliable.
562
00:24:31,440 --> 00:24:32,600
Compounding.
563
00:24:32,600 --> 00:24:34,200
Becomes the habit.
564
00:24:34,200 --> 00:24:36,800
What scaling with dynamics actually looks like.
565
00:24:36,800 --> 00:24:38,960
Now observe how this plays out over 90 days
566
00:24:38,960 --> 00:24:41,160
when you actually run dynamics like a product.
567
00:24:41,160 --> 00:24:43,080
Month one is rhythm and rails.
568
00:24:43,080 --> 00:24:44,680
You appoint a product owner.
569
00:24:44,680 --> 00:24:45,920
You publish the rathi.
570
00:24:45,920 --> 00:24:47,920
You set one goal for 30 days.
571
00:24:47,920 --> 00:24:49,920
Reduce lead qualification delay.
572
00:24:49,920 --> 00:24:53,160
Reduce manual triage or reduce renewal limbo.
573
00:24:53,160 --> 00:24:56,040
You create three action views tied to that goal.
574
00:24:56,040 --> 00:24:59,040
You trim the business process flow to three stages
575
00:24:59,040 --> 00:25:01,480
with two required fields per stage.
576
00:25:01,480 --> 00:25:04,320
You ship two tiny automations that make handoffs happen
577
00:25:04,320 --> 00:25:05,480
unsafe.
578
00:25:05,480 --> 00:25:08,320
And you start the weekly 30 minute triage
579
00:25:08,320 --> 00:25:12,080
using only live records and those action views.
580
00:25:12,080 --> 00:25:16,000
Progress becomes visible and the first stock causes get removed.
581
00:25:16,000 --> 00:25:18,720
Month two is subtraction and surfacing.
582
00:25:18,720 --> 00:25:21,320
You run a quarterly call ritual early.
583
00:25:21,320 --> 00:25:22,760
Remove dead fields.
584
00:25:22,760 --> 00:25:24,560
Retire vague stages.
585
00:25:24,560 --> 00:25:25,360
Kill approvals.
586
00:25:25,360 --> 00:25:26,760
Nobody can justify you.
587
00:25:26,760 --> 00:25:30,280
Hide anything not needed at this moment with business rules.
588
00:25:30,280 --> 00:25:33,440
You make critical fields required at the right time.
589
00:25:33,440 --> 00:25:34,440
Not everywhere.
590
00:25:34,440 --> 00:25:37,760
You add one or two signals that turn data into motion.
591
00:25:37,760 --> 00:25:40,960
Unassigned over 15 minutes toast and reassign.
592
00:25:40,960 --> 00:25:43,280
Leads with no next action.
593
00:25:43,280 --> 00:25:45,440
Lights up on the home view.
594
00:25:45,440 --> 00:25:47,880
Leadership moves reviews inside the app.
595
00:25:47,880 --> 00:25:50,200
No slides, just live records.
596
00:25:50,200 --> 00:25:52,520
Data quality jumps because attention moved.
597
00:25:52,520 --> 00:25:55,440
Month three is compounding and confidence.
598
00:25:55,440 --> 00:25:57,720
The product owner's backlog is now a ranked queue
599
00:25:57,720 --> 00:25:59,040
of friction bets.
600
00:25:59,040 --> 00:26:00,880
Near short capacity, if you use it,
601
00:26:00,880 --> 00:26:03,200
ships two or three small cards a week.
602
00:26:03,200 --> 00:26:05,000
Each change has acceptance criteria
603
00:26:05,000 --> 00:26:06,960
and a metric bet measured two weeks later.
604
00:26:06,960 --> 00:26:09,240
You keep WIP limits tight.
605
00:26:09,240 --> 00:26:12,200
You end the month with a brief retro.
606
00:26:12,200 --> 00:26:15,400
What moved, what didn't, and why the system still
607
00:26:15,400 --> 00:26:16,520
allowed stalls.
608
00:26:16,520 --> 00:26:18,280
You pick smaller changes where needed.
609
00:26:18,280 --> 00:26:21,960
You publish short release notes in app, what changed,
610
00:26:21,960 --> 00:26:25,160
why it matters and how to use it today.
611
00:26:25,160 --> 00:26:26,960
What does it feel like on the floor?
612
00:26:26,960 --> 00:26:29,280
Reps stop asking who owns this
613
00:26:29,280 --> 00:26:31,480
because the system enforces ownership.
614
00:26:31,480 --> 00:26:33,120
Service stops forwarding emails
615
00:26:33,120 --> 00:26:35,280
because routing happens on save.
616
00:26:35,280 --> 00:26:37,240
Finance stops chasing context
617
00:26:37,240 --> 00:26:40,280
because the timeline tells the story at the handoff.
618
00:26:40,280 --> 00:26:41,600
People feel momentum.
619
00:26:41,600 --> 00:26:44,720
The habitat reflects the way work actually moves
620
00:26:44,720 --> 00:26:46,640
and it nudges the right move next.
621
00:26:46,640 --> 00:26:47,960
Scaling isn't louder.
622
00:26:47,960 --> 00:26:49,080
It's cleaner.
623
00:26:49,080 --> 00:26:50,880
Fewer choices at the right moment.
624
00:26:50,880 --> 00:26:53,680
Fewer handoffs, clearer states.
625
00:26:53,680 --> 00:26:57,560
A steady drum beat that trims friction every month.
626
00:26:57,560 --> 00:27:00,360
That's what scaling with dynamics actually looks like.
627
00:27:00,360 --> 00:27:03,120
Work turning into progress by design.
628
00:27:03,120 --> 00:27:05,360
If you remember nothing else, remember this.
629
00:27:05,360 --> 00:27:08,280
Reduce friction and every metric improves
630
00:27:08,280 --> 00:27:10,320
because progress becomes the default.
631
00:27:10,320 --> 00:27:14,040
Treat dynamics like a living product, not a finished project.
632
00:27:14,040 --> 00:27:17,480
Rails, rhythm, and small measured changes.
633
00:27:17,480 --> 00:27:19,640
If you want the racey, the backlog template
634
00:27:19,640 --> 00:27:21,960
and the 30-day release checklist,
635
00:27:21,960 --> 00:27:23,560
grab the links below.
636
00:27:23,560 --> 00:27:27,480
Subscribe for the next episode on advanced routing patterns
637
00:27:27,480 --> 00:27:30,680
and send me one friction point you'll remove this month.
638
00:27:30,680 --> 00:27:33,200
Continue to observe this ecosystem with care.