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Customer Blog

Improvement Software Tips and Tricks


Parent: A Story of Nesting Items in KaiNexus

Posted by Ryan Rippey

Sep 3, 2020 9:30:00 AM

When working with your items in KaiNexus, you will often discover that the level of effort on certain Projects or Improvements would be best executed by breaking them down into smaller units of work.

For example:

For simple bottom-up Improvement, you may be working on an Improvement that requires you to delegate Tasks to individuals and the Tasks would be tied to the completion of that Improvement. For top-down project management, you may have a long-term/ongoing multi-tiered project structure that you wish to visualize in a hierarchical manner. For strategy deployment, you may want to have all of your project and improvement work roll up to a top-level strategic pillar. Whatever your use case, all of this mapping in KaiNexus is determined by nesting items, which is done using an item’s Parent field.

Let’s take a deeper dive into the functionality and possibilities of this Parent field:

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Highlights of KaiNexus 2.4.7

Posted by Ryan Rippey

Aug 24, 2020 12:10:50 PM

The days seem to be blending together lately, but KaiNexus is here to shake things up with our 2.4.7 release featuring 28 improvements!

Let’s take a look at some of the highlights:

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Upcoming Changes to KaiNexus Workflow Team Permissions

Posted by Maggie Millard

Jul 21, 2020 9:55:59 AM

The Product team here at KaiNexus is driven by the desire to continuously improve our software - and our best source of ideas for improvement comes from YOU, our customers. Whenever you submit an improvement idea for us via the web or through a person on our team, it’s immediately logged for our Product team to review and consider in future development plans.

Sometimes, we hear the same idea from a bunch of you - and that’s when it’s immediately clear that there’s a no-brainer opportunity to make KaiNexus better, and we have to jump on it.

For example, a lot of you have reached out lately about how a Facilitator is able to delete a Project. We originally thought that more flexibility is better - but when you all started pointing out how you can have these elaborate, long-term, complex Projects that someone can delete willy-nilly, that’s a serious problem… and, you’re right!

The need to delete an item in KaiNexus is rare, because generally, you want to preserve the record of that item and who submitted it even if you don’t intend to implement it. In most cases, the correct action is to archive the item, rather than to delete it.

This prompted us to take a look at how permissions work in KaiNexus, and we found several related areas to improve too, including who can edit Project due dates and what items different people are allowed to nest. In this post I’ll go into the nitty gritty details of how these changes impact different types of Workflows.

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What an Amazing View (Type)!

Posted by Ryan Rippey

Jul 16, 2020 9:45:00 AM

Customization and configuration is KaiNexus’ bread and butter - especially when it comes to visualization. Everyone prefers to visualize information differently, which is why KaiNexus offers 5 different View Types for list of items and those item’s details. Let’s take a deeper dive into each of these View Types and where you can take advantage of them in the system.

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How People are Using the New KaiNexus API

Posted by Matt Banna

Jul 9, 2020 10:25:01 AM

As we announced at our 2019 KaiNexicon Conference, KaiNexus made 2020 the Year of Mobile and API. Since then, we’ve made huge jumps in both of these areas.

My favorite part about all these new API enhancements is seeing how our customers utilize them to connect KaiNexus to other integral parts of their business. KaiNexus handles all of their improvement work - but they often need this work to integrate with other systems. 

To make this easier, the KaiNexus API can now:

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Highlights of KaiNexus 2.4.6

Posted by Ryan Rippey

Jul 6, 2020 10:10:00 AM

2, 4, 6, 8, who do we appreciate! New KaiNexus features of course! Alright maybe that didn’t make any sense, but I’m sorry, I cannot contain my excitement for our recent 2.4.6 release featuring 22 enhancements!

Let’s take a look at some of the highlights:

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How to Make Better PICK Charts Using Weighted Scores

Posted by Maggie Millard

Jun 19, 2020 12:10:00 PM

I’m always on the lookout for cool Boards that I can “borrow” for my own use in KaiNexus, and when I recently discovered PICK charts configured with Weighted Scores, I knew that I had to share with you.

I’m sure I’m late to the party and you know all about PICK charts, but just in case, let’s review.

In our scenario, a PICK chart is a tool useful for visualizing the relative value, risk, and feasibility of a large number of improvements. They’re commonly used after a brainstorming session to help people choose which improvements to work on.

I’ve known about setting up PICK charts in KaiNexus using attribute values (as described here), but never really thought about how this Board functionality could be combined with weighted scoring to create a more objective, automated filtering system for the cards.

That’s what I’d like to share with you today.

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KaiNexus 2.4.5 is Here!

Posted by Danielle Yoon

May 21, 2020 1:11:58 PM

First off, we hope everyone is staying safe and healthy! Although times look a little different now, our team continues to work hard to bring the best experience we can right to your KaiNexus’ fingertips. As much anticipated, we’re proud to bring to you our latest 2.4.5 release! Let’s take a look at some of the highlights:



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How to Set Up Personas in KaiNexus

Posted by Ryan Rippey

Apr 23, 2020 8:15:00 AM

As part of our 2.4.4 Release, we have introduced a new feature in KaiNexus called Personas. For more information on the why and what behind Personas we encourage you to check out our Personas introduction blog post published last month. Today, I’d like to focus on the where (you’ll see Personas) and the how (to work with Personas) in KaiNexus. Let’s dive right in!

Persona is currently an optional field that can be identified on both a system Role as well as within the User Profile of a person in KaiNexus. A Persona describes a person’s real-world responsibility in spreading continuous improvement and how they’ll use KaiNexus. This is used for reporting purposes and does not dictate a user’s permissions or system access.

For more information about each persona, check out the Guide to KaiNexus Personas:

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So Many New Features in KaiNexus 2.4.4!

Posted by Ryan Rippey

Apr 21, 2020 3:20:53 PM

Hey there all you cool cats and kittens, last week we unveiled our 2.4.4 release with 43 enhancements! Let’s take a look at some of the highlights:

Single Field Editing

You may now edit individual fields more quickly on a Template with Single Field Editing. Try it out on your Item’s Title, Locations, Fields, Attributes, and quantitative Resolutions by clicking on directly on the field.

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