This library of documents is based on our experience as a Kanbanize Solution Partner in using and in implementing Kanbanize. We provide guidance to answer the questions What? and Why? The library complements the Kanbanize knowledgebase, which helps answer the question How? You are welcome to download any documents in the library and share them, so long as you attribute them to Concentric Circle Consulting, Robert Falkowitz. Just provide your name and email address to get a link to download the selected document.
If you use Kanbanize you obviously will have a production environment. But what about development, testing, training, staging or UAT environments? This document provides guidance on when to use such environments and how to set them up.
 | Kanbanize may be interfaced with many different applications. Data may be sent both to and from Kanbanize. This document provides an overview of the possible methods to interface Kanbanize, describing the advantages and disadvantages of each method. |
A new Kanbanize account owner will wonder how many business rules should be licensed. But how to estimate the number of rules if you have no experience in using Kanbanize? This document provides guidance for estimating the number of rules.
The novice user of Kanbanize may be confused about the difference between workflows and swimlanes on a Kanbanize board. We provide guidance for when you should add a new swimlane and when you should add a new workflow.
Continuity management concerns the steps taken by an organization to ensure that its business activities continue acceptably despite the catastrophic loss of one or more services or resources on which it depends. Kanbanize provides a service used to manage the flow of work in an organization, especially the flow of knowledge work. This document provides guidance on handling the loss of this flow management support service.
This document describes the purposes of card templates, how to create them and maintain them.
This document reviews the various responsibilities of an Application Administrator and Application Owner roles are likely to have. It is not intended to be a primer in the use of Kanbanize, nor is it a training document. Rather, its purpose is to address the organizational issues many companies face, mapping their typical needs and approaches to the Kanbanize product.
