The self-managed, customer-focused nature of the agile methodology is fast becoming the go-to approach across industries and functions. The Scrum framework and Kanban system, which are associated with agile, are particularly complimentary for customer success management \u2013 so much so that it\u2019s clear that\u00a0an\u00a0Agile Scrumban\u00a0solution is the ideal fit for managing the work of customer success teams.\nWhy\u2019s that? To understand where the benefits of an agile approach come from, we need to start with some leading thoughts on best practices for creating systems for managing work.\nRecall a guy named Dr. Edward Deming from your Principles of Management classes? He was a renowned thinker and leader in the areas of effective business organization. His thought leadership managed to bring about successful changes in the way the automotive industry worked internally and delivered to its customers, and was pivotal in Japan\u2019s economic recovery of post World War II. Deming proffered the notion that\u00a0business systems must be built on a profound knowledge,\u00a0incorporating 4 basic principles:\n\nAppreciation for a system: the system must consist of interdependent components that each contribute their best, and work together to accomplish a single aim.\nKnowledge for variation: all members must understand the uniqueness in customer characteristics, what is sold and how it is implemented.\nTheory of knowledge: theory is the way we create meaning out of experiences. It allows us to establish best practices based upon analyses of experiences. Without theory, we are unable to ask questions, challenge assumptions, and learn.\nPsychology: both intrinsic and extrinsic motivations must be managed concurrently.\n\nThese guiding principles for adopting a system of delivery are visible within each of the components of an agile approach to project and work management. specifically how the Kanban system of visualizing tasks (a columnar\/swim-lane approach to identifying tasks within a workflow) fits within the profound knowledge criteria:\n\nAppreciation for a system: Understanding a system is difficult. Kanban helps by making the goals, capabilities and boundaries very clear.\nKnowledge for variation: Variation is inevitable. The size and complexity of the work is not uniform. Kanban reduces the overall impact of variation.\nTheory of knowledge: A culture of continuous improvement is necessary. Kanban enables metrics, operations, and retrospectives which supports hypothesizing and proving best practices.\nPsychology: Employee engagement is critical. Kanban shows progress and demonstrates contributions of each team member.\n\nSimilar parallels can be drawn for the Scrum framework of Agile.\u00a0Essentially, these core agile building blocks reflect Deming\u2019s principles of profound knowledge, and can be applied across areas of work beyond their origins in software development. Together \u2013 Agile, Scrum and Kanban (Agile Scrumban) \u2013 form an approach which is grounded in proven theory about effective systems of work.\nConsider how these fundamental tenets of\u00a0Agile Scrumban\u00a0are well supported in the world of work management (core to customer success):\n\nAgile\u00a0reflects the iterative nature of customer success, which enables relationships to build incrementally without necessarily having a singular end-goal in mind.\nThe\u00a0Scrum\u00a0framework, with iterative short sprints and retrospectives accommodates changes and provides more transparency into all aspects of the relationship.\nFinally, and most importantly, the\u00a0Kanban\u00a0system of visualizing work is intuitive, increases flexibility, reduces waste, and maximizes customer value.\n\nAny customer success solution (platform and professional support) that is adopted should incorporate these elements, or provide clear sight into ongoing progress. These are vital elements to a solution that encourages continued use and demonstrates ongoing value.\u00a0Agile Scrumban\u00a0in customer success is a relationship and approach that:\n\nFocuses on the customer\u2019s needs first.\nAllows team members to manage their own work and organize around their roles and responsibilities.\nEnables processes to evolve that improve customer and business outcomes.\nSupports the creation of policies that endorse the characteristics of your delivery system.\nIs served within a visual system that is not time bound.\n\nSuch a solution is optimal in managing work and in preserving strong customer relationships. The value of an\u00a0Agile Scrumban\u00a0customer success management approach does not lie in theory alone. The benefits are practical and far-reaching. There may be many more than this, but here are 8 key value propositions that such an approach enables:\n\nEmbrace change & increase flexibility\nEase of use and quick time to first value\nFaster delivery & flow\nStrong team interaction\nMore transparency & usability\nIncrease accountability\nSave money & reduce waste\nCustomers are heard\n\nIf you are forming a customer success team or making adjustments to an existing team, consider the benefits of an\u00a0Agile Scrumban\u00a0foundation for your planning.\u00a0No other approach provides the flexibility and adaptability that customer success demands.