If you work in a modern enterprise, you likely live in "The Matrix." On paper, it is a perfect grid of accountability: you report to a functional lead (who hones your skills) and a project lead (who directs your daily work). It was designed to maximize resource utilization—to ensure no one sits idle.
Yet, in practice, it often feels like wading through molasses. Decisions stall in committees, priorities conflict, and "busy work" increases while actual delivery lags.
Why does a system designed for efficiency result in sluggishness?
By synthesizing the work of Eli Goldratt, Dr. Alan Barnard, Clayton Christensen, Roger Martin, Russell Ackoff, and John Kotter, we can see that the Matrix fails because it optimizes the parts at the expense of the whole. The antidote isn’t better management of the grid; it is the radical alignment around a Single Direction of Travel.
1. The Trap of Local Optimization (Goldratt & Barnard)
The fundamental flaw of the matrix is that it encourages "Local Optimization."
Dr. Eli Goldratt, the father of the Theory of Constraints (TOC), famously taught that "a system of local optimums is not an optimum system." In a matrix, functional departments (Engineering, Marketing, QA) often measure success by their own internal metrics:
-
Engineering wants perfect code (Quality).
-
Finance wants cost reduction (Efficiency).
-
Product wants speed (Throughput).
When these goals conflict, the employee is frozen. Dr. Alan Barnard, a leading expert in decision science and TOC, explains this as a Core Conflict Cloud. The employee is constrained by two necessary conditions: "Satisfy Boss A" (Efficiency) versus "Satisfy Boss B" (Speed).
The Result: The system generates bad multitasking. As Dr. Barnard notes, when we try to satisfy multiple masters, our cognitive load increases, and our collective IQ drops. We switch tasks to appear busy to everyone, but we finish nothing.
In a matrix, the "resource" is treated as the bottleneck. But usually, the real bottleneck is management attention, organizational system design, and decision velocity. By trying to make every "resource" 100% busy (local efficiency), we clog the flow of realized value (global speed).
2. Resources, Processes, and Priorities (Clayton Christensen)
Why is the matrix so hard to change? Clayton Christensen’s RPV Framework (Resources, Processes, and Values) offers the answer.
Matrix organizations are excellent at allocating Resources (people, money). However, they tend to calcify Processes—the habitual ways of working and decision-making rights.
Christensen argued that organizations are designed to produce what they are currently producing. When you need to adapt or disrupt, the matrix fights back. The matrix is a structure of stability, not adaptiveness. It prioritizes the "process" of reporting lines over the "job to be done" or "struggling moments" for the customer.
-
The Matrix View: "Did we follow the proper sign-off procedure across all five verticals?"
-
The Adaptive View: "Did we solve the customer's problem?"
When the direction of travel is split, the process wins. When the direction of travel is singular, the process must bend to serve the Direction of Travel.
3. Strategy is Choice, Not Compromise (Roger Martin)
The matrix often serves as a mechanism for avoiding hard choices. It allows leadership to say "Yes" to everything—keeping every department happy by giving them a slice of the pie.
Roger Martin, author of Playing to Win, argues that "Strategy is Choice." More specifically, it is a choice of what not to do.
In a matrix, without a Single Direction of Travel, the strategy becomes "do a little bit of everything." Martin warns that this leads to the "winnable wedge"—trying to serve too many stakeholders (internal and external) and serving none of them well.
To accelerate delivery, leadership must define:
-
Who are we serving, really? And to what ends or limits?
-
Where are we playing?
-
How will we win?
If the answer to "How we will win" differs between the Head of Sales and the Head of Engineering, you do not have a strategy; you have a negotiation. A Single Direction of Travel forces the organization to integrate diverse views into a single, specific set of desired outcomes.
4. The Solution: The "Single Direction of Travel" Coalition (Kotter)
How do we break the gridlock? We look to John Kotter, the authority on change leadership.
Kotter suggests that hierarchical structures (such as the matrix) are necessary for reliability but cannot handle rapid change. To adapt and accelerate, you need a second operating system: a Network driven by a shared urgency.
Step A: Define the Goal (The "Need" for Flow)
Using Goldratt's logic, we must shift from measuring utilization (are people busy?) to measuring throughput of outcomes (did we ship?). The Single Direction of Travel should be external and measurable (e.g., "Reduce customer onboarding time by 50%" or "Increase positive micro-narratives about happy employees serving happy customers").
Step B: Build the Guiding Coalition
Kotter emphasizes that a standard hierarchy cannot manage this change. You need a coalition of leaders from across the matrix who are committed to the Single Direction of Travel above their functional loyalty.
Step C: One Solution: Subordinate the Matrix
This is the hardest part. In Goldratt’s "Five Focusing Steps," step three is "Subordinate everything else to the constraint."
If the direction of travel is "Speed to Market," then the Finance department’s desire for a complex audit process must be subordinated to that goal. The Engineering department’s passion for perfect architecture must be subordinated to that goal.
This aligns with Roger Martin’s "Integrative Thinking." Instead of choosing between Cost (Finance) and Quality (Engineering), the Single Direction of Travel forces the team to find a solution that delivers Value within the constraints, without compromising the whole.
5. Implementation: Your 90-Day Transformation Roadmap
Theory is useless without an emergent map, such as a SatNav. Most organizations fail here because they treat the "Single Direction" as a slogan rather than an operational discipline. Here is how to escape the matrix.
Phase 1: Weeks 1-2 — Diagnose & Define
Step 1: Make the Pain Visible (The Matrix Map)
Don't start with solutions. Start by making the current system's failures undeniable. Gather 8-10 people representing different functions and map one recent project that took longer than expected.
-
For each delay, ask: Was it waiting for approval? Was it conflicting priorities?
-
The Output: A visual diagram showing how many times work "bounced" between functions. One client discovered a simple feature request crossed 23 organizational boundaries before shipping.
Step 2: Define the Single Direction of Travel
A vague direction is worse than none. Use this template:
"In the next [timeframe], we will [specific outcome] for [specific customer segment], measured by [specific metric], because [specific reason]."
-
Bad: "Improve customer satisfaction."
-
Good: "Within 6 months, reduce enterprise customer onboarding from 90 days to 30 days, measured by 'time from contract signature to first login,' because 60% of churn happens here."
Step 3: Build the Coalition
Select 7-12 people, including 1-2 senior execs and key functional leads.
-
The Critical Commitment: Ask them, "When Finance policy conflicts with our Direction, we will prioritize the Direction. Are we agreed?" If they cannot commit, they cannot be in the coalition.
Phase 2: Weeks 3-6 — Pilot with One Value Stream
Do not boil the ocean. Pick one value stream (e.g., Enterprise Onboarding) to prove the concept.
Step 4: Subordinate the Matrix (The Playbook)
"Subordination" means changing actual policies. You must document specific overrides for the pilot team.
|
Matrix Conflict |
Old Policy (Matrix) |
New Policy (Direction of Travel) |
|
Spending |
Expenses over $2k require three approvals (5 days). |
Direction-aligned expenses <$10k are pre-approved (24 hrs). |
|
Legal |
GC reviews every contract (3 weeks). |
Standard templates pre-approved; GC reviews only custom clauses. |
|
Testing |
Full regression suite required (40 hours). |
Risk-based testing allowed for low-risk features. |
Step 5: Visualize the Journey (The Obeya)
The Obeya ("Big Room") is your situation room. It is the single source of truth.
The Wall Layout:
-
Top: The Single Direction of Travel (and associated metrics).
-
Middle: The Flow. Do not track people; track the Work Items moving right to left.
-
Bottom: Blockers & Experiments.
The Weekly Obeya Ritual (45 Minutes):
-
Check the Direction: "Current onboarding time is 67 days (down from 90). We are on track."
-
Walk the Board: Look at items stuck in "In Progress." Ask: "What is blocking this? What do you need to unblock it?"
-
Solve Constraints: If Legal is the blocker, do not blame Legal. Launch an experiment (see below).
Phase 3: Weeks 7-12 — Scale & Learn (PDSA/POOGI)
A Single Direction of Travel is a vector. To move along it, you need Continuous Learning.
Step 6: The Engine of Improvement (PDSA & POOGI)
We combine Deming’s PDSA with Goldratt’s POOGI (Process of On-Going Improvement).

The Rule: If an improvement initiative does not directly help the constraint blocking the Direction of Travel, pause it.
Example PDSA Loop:
-
Plan: "Hypothesis: If we use pre-approved contract templates, Legal review will drop from 12 days to 2 days."
-
Do: Try it on the next three customers.
-
Study: Result: Customer A (2 days), Customer B (2 days), Customer C (3 days). Success!
-
Act: Standardize the template for all future deals.
6. Handling Resistance: The "Skeptics" Playbook
Every transformation faces resistance. Here is how to handle the "Messy Middle."
-
"We are unique; this won't work here."
-
Response: "Every system is unique, but flow principles are universal. That is why we are piloting with just one value stream. Let's look at the data in 4 weeks."
-
"My KPIs don't allow this."
-
Response: "We have a misalignment. If your bonus depends on 'Cost Reduction' but our Direction is 'Speed,' the system will break. We need to exempt this pilot team from the standard cost KPI explicitly."
-
"Functional Heads sabotage the process."
-
Response: This is why you need the Coalition. When a functional head reverts to old rules, the Coalition must step in as the tie-breaker, using the Direction of Travel as the only valid argument.
Summary: From Gridlock to Flow
The matrix assumes that the sum of efficient parts equals an efficient whole. Goldratt, Barnard, Christensen, Martin, Ackoff, and Kotter collectively demonstrate that this assumption is false.
-
Goldratt shows us that local efficiency creates global bottlenecks.
-
Barnard highlights the decision paralysis caused by conflicting objectives.
-
Christensen reveals how matrix processes kill the ability to adapt.
-
Martin teaches us that the lack of a single goal is a failure of strategy.
-
Ackoff teaches that the whole is greater than the sum of the parts.
-
Kotter provides a roadmap for building a coalition around a unified vision.
The Takeaway
To accelerate delivery, stop managing the matrix. Start managing the flow. Give your teams a Single Direction of Travel. Make it clear, make it external, and make it the only thing that matters.
When everyone looks at the same scoreboard, the silos don't disappear—they just stop mattering. And when you subordinate functional optimization to global flow, something magical happens: The system accelerates not because people work harder, but because the constraints that were slowing them down dissolve.


Share:
Busting the Matrix
The "BAU Tax": How to Plan a 12-Month Change Roadmap When You Can’t Stop the Daily Grind