What is Corporate cancer (inefficiencies) that KanBo eliminates

Customer Project and Account Management

Customer Project and Account Management
Delivering reliability, visibility, and trust — every day, with every client.

1. The Customer Confidence Gap

Even great companies lose customer trust not because of poor products — but because of poor visibility.
Clients don’t just want results; they want to see progress, understand status, and trust delivery dates.

Yet in many organizations, this visibility breaks down:

Project updates live in email threads or separate tools.

Account managers rely on verbal updates or static slide decks.

Delivery teams track work internally — but clients can’t see it.

This leads to tension, repeated check-ins, and delayed surprises.
The issue isn’t capability — it’s communication and traceability.

2. The Hidden Corporate Cancers

Corporate CancerDescriptionFalse Status ConfidenceReports look fine until the client escalates.Reactive Firefighting CultureTeams respond to problems only after complaints.Invisible WorkProgress hidden in internal systems, invisible to stakeholders.Context Switching FatigueAccount managers act as translators between tools and teams.

Clients perceive chaos even when teams are working hard — because visibility doesn’t travel with the work.

3. The KanBo Approach: Transparent Client Collaboration

KanBo creates a single, structured workspace where customer-facing work, communication, and progress live together — accessible internally and, if desired, to clients via guest user access or shared spaces.

Every project becomes a Space, every deliverable a Card, and every decision a comment — creating one trusted, shared source of truth.

Spaces group all client-related activities, deliverables, and discussions.

Cards hold tasks, files, and deadlines.

Activity Streams show progress in real time.

Relations link delivery tasks to milestones and contracts.

Views allow internal and external stakeholders to see progress without duplication.

Clients stop asking for updates — because they can already see them.

4. Example Scenario: Managing a Long-Term Enterprise Customer

Before KanBo

Each customer project tracked in Excel, while communication lives in Outlook.

Account manager manually prepares progress reports every two weeks.

When issues arise, it takes days to trace who’s responsible and what’s delayed.

Client calls increase, trust decreases.

With KanBo

A dedicated Customer Workspace includes all customer projects as Spaces.

Each Space contains Cards for deliverables, timelines, and dependencies.

Gantt View shows overall project roadmap.

Client View (read-only or shared guest mode) gives customers live visibility.

Comments log all key communications and decisions.

Documents and attachments stay within Cards — no need for separate emails.

Activity Stream provides full accountability for every change or update.

Now, customers experience clarity, teams reduce reporting effort, and the relationship strengthens through transparency.

5. Step-by-Step: Managing Client Work in KanBo

Create a Customer Workspace with one Space per project or account.

Add Cards for key deliverables, activities, and milestones.

Define Statuses (Planned, In Progress, Review, Delivered).

Assign Responsibles and Co-Workers for each deliverable.

Use Comments for client communication and approvals.

Attach contracts, specifications, and deliverables directly to Cards.

Link dependencies between internal and client-facing tasks.

Enable Client Access (shared space or guest) for transparent visibility.

Use Gantt or Timeline View to track project progression.

Generate DashSpace View to summarize key metrics for management and the client.

6. What Changes Immediately

Before KanBoAfter KanBoProject info spread across emails and filesOne structured workspace per clientManual progress updatesAutomatic visibility via Views and StreamsEscalations due to late discoveryEarly awareness through transparent dependenciesRepeated status callsFewer meetings — clients see live progressCommunication silosCentralized, contextual communication history

7. Real Business Impact

Enhanced client trust through transparency and predictability.

Reduced reporting workload for account managers.

Immediate traceability of commitments, changes, and approvals.

Early risk detection — before clients escalate.

Unified collaboration between internal and client teams.

KanBo turns account management into a proactive, data-backed partnership experience.

8. Why This Works

Traditional customer project management fragments communication, progress, and accountability.
KanBo integrates them into one living environment — visible, searchable, and traceable.

Everyone — project teams, account managers, and clients — sees the same picture.
There’s no need to “align” because alignment already exists in real time.

Trust grows when visibility replaces reassurance.

9. Executive Perspective

Executives and account directors can:

See the real health of all client projects at once.

Identify accounts at risk before escalation.

Review communication trails and decision logs.

Track SLA adherence, milestone delivery, and billing triggers.

Confidently report on delivery performance with live data.

For leadership, KanBo creates client intelligence — operational facts, not filtered reports.

10. Corporate Cancers Cured in This Scenario

Corporate CancerSymptomHow KanBo Cures ItFalse Status ConfidenceProjects “on track” until escalationReal-time client-visible progress trackingReactive Firefighting CultureFixing problems after client complaintsEarly detection through dependency and delay visibilityInvisible WorkClient updates rely on memoryWork and communication unified in one structureContext Switching FatigueAccount managers juggling toolsOne environment for delivery and communication

11. Strategic Takeaway

Clients remember how predictable you were — not how busy you were.

KanBo gives organizations a shared environment of trust and clarity.
By connecting communication, delivery, and documentation, it ensures every client sees the same truth as your team — consistently, transparently, and confidently.

Next Suggested Article

→ Change Management and Transformation Execution
Discover how KanBo enables organizations to manage complex transformation programs and change initiatives — with structure, clarity, and measurable progress.

Delivering reliability, visibility, and trust — every day, with every client.

1. The Customer Confidence Gap

Even great companies lose customer trust not because of poor products — but because of poor visibility.
Clients don’t just want results; they want to see progress, understand status, and trust delivery dates.

Yet in many organizations, this visibility breaks down:

Project updates live in email threads or separate tools.
Account managers rely on verbal updates or static slide decks.
Delivery teams track work internally — but clients can’t see it.

This leads to tension, repeated check-ins, and delayed surprises.
The issue isn’t capability — it’s communication and traceability.

2. The Hidden Corporate Cancers

Corporate Cancer	Description
False Status Confidence	Reports look fine until the client escalates.
Reactive Firefighting Culture	Teams respond to problems only after complaints.
Invisible Work	Progress hidden in internal systems, invisible to stakeholders.
Context Switching Fatigue	Account managers act as translators between tools and teams.

Clients perceive chaos even when teams are working hard — because visibility doesn’t travel with the work.

3. The KanBo Approach: Transparent Client Collaboration

KanBo creates a single, structured workspace where customer-facing work, communication, and progress live together — accessible internally and, if desired, to clients via guest user access or shared spaces.

Every project becomes a Space, every deliverable a Card, and every decision a comment — creating one trusted, shared source of truth.

Spaces group all client-related activities, deliverables, and discussions.
Cards hold tasks, files, and deadlines.
Activity Streams show progress in real time.
Relations link delivery tasks to milestones and contracts.
Views allow internal and external stakeholders to see progress without duplication.

Clients stop asking for updates — because they can already see them.

4. Example Scenario: Managing a Long-Term Enterprise Customer

Before KanBo

Each customer project tracked in Excel, while communication lives in Outlook.
Account manager manually prepares progress reports every two weeks.
When issues arise, it takes days to trace who’s responsible and what’s delayed.
Client calls increase, trust decreases.

With KanBo

A dedicated Customer Workspace includes all customer projects as Spaces.
Each Space contains Cards for deliverables, timelines, and dependencies.
Gantt View shows overall project roadmap.
Client View (read-only or shared guest mode) gives customers live visibility.
Comments log all key communications and decisions.
Documents and attachments stay within Cards — no need for separate emails.
Activity Stream provides full accountability for every change or update.

Now, customers experience clarity, teams reduce reporting effort, and the relationship strengthens through transparency.

5. Step-by-Step: Managing Client Work in KanBo

Create a Customer Workspace with one Space per project or account.
Add Cards for key deliverables, activities, and milestones.
Define Statuses (Planned, In Progress, Review, Delivered).
Assign Responsibles and Co-Workers for each deliverable.
Use Comments for client communication and approvals.
Attach contracts, specifications, and deliverables directly to Cards.
Link dependencies between internal and client-facing tasks.
Enable Client Access (shared space or guest) for transparent visibility.
Use Gantt or Timeline View to track project progression.
Generate DashSpace View to summarize key metrics for management and the client.

6. What Changes Immediately

Before KanBo	After KanBo
Project info spread across emails and files	One structured workspace per client
Manual progress updates	Automatic visibility via Views and Streams
Escalations due to late discovery	Early awareness through transparent dependencies
Repeated status calls	Fewer meetings — clients see live progress
Communication silos	Centralized, contextual communication history

7. Real Business Impact

Enhanced client trust through transparency and predictability.
Reduced reporting workload for account managers.
Immediate traceability of commitments, changes, and approvals.
Early risk detection — before clients escalate.
Unified collaboration between internal and client teams.

KanBo turns account management into a proactive, data-backed partnership experience.

8. Why This Works

Traditional customer project management fragments communication, progress, and accountability.
KanBo integrates them into one living environment — visible, searchable, and traceable.

Everyone — project teams, account managers, and clients — sees the same picture.
There’s no need to “align” because alignment already exists in real time.

Trust grows when visibility replaces reassurance.

9. Executive Perspective

Executives and account directors can:

See the real health of all client projects at once.
Identify accounts at risk before escalation.
Review communication trails and decision logs.
Track SLA adherence, milestone delivery, and billing triggers.
Confidently report on delivery performance with live data.

For leadership, KanBo creates client intelligence — operational facts, not filtered reports.

10. Corporate Cancers Cured in This Scenario

Corporate Cancer	Symptom	How KanBo Cures It
False Status Confidence	Projects “on track” until escalation	Real-time client-visible progress tracking
Reactive Firefighting Culture	Fixing problems after client complaints	Early detection through dependency and delay visibility
Invisible Work	Client updates rely on memory	Work and communication unified in one structure
Context Switching Fatigue	Account managers juggling tools	One environment for delivery and communication

11. Strategic Takeaway

Clients remember how predictable you were — not how busy you were.

KanBo gives organizations a shared environment of trust and clarity.
By connecting communication, delivery, and documentation, it ensures every client sees the same truth as your team — consistently, transparently, and confidently.

Next Suggested Article

→ Change Management and Transformation Execution
Discover how KanBo enables organizations to manage complex transformation programs and change initiatives — with structure, clarity, and measurable progress.