session leaders · session leaders d. scott sink, ph.d., p.e., director, integrated leansigma...
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Session Leaders
D. Scott Sink, Ph.D., P.E., Director, Integrated LeanSigma Certification Program, ISE at OSU
Featured Presenter
Sreekanth Ramakrishnan, Sr. Data Scientist & Program Director, IBM Systems
Client Advocacy; Adjunct Lecturer, San Jose State University
Council on Industrial
and Systems
Engineering
Service Systems Engineering 4.0
“Sustaining Organizational Transformation through People, Process
and Technology AND
Ensuring Outstanding Client/Customer Experience”
Chapter # 1
Agenda
12:00 Scott Tee-up
Quick Overview of Purpose and Objectives of Webinar
12:15 Sreekanth—Lessons Learned from the IBM Path Forward to
Lean Transformation Methodology
12:55 pm Scott: Closing Comments
1:00 pm Adjourn
The Webinar, as advertised
In Jim Collins’ classics, Built to Last and Good to
Great, he introduces the Tyranny of the ‘OR’ and
the Power of the ‘AND’.
As organizations, yours, faces the constant and
dynamic forces of change and is challenged to
blend continuous improvement and transformation,
ensuring Superior Client/Customer Experience
while rapidly improving capabilities and
performance is an “art” and “science” that this
Webinar will address.
Submit your questions as we go
along and Scott will blend them in….
▪ The time for questions is
‘in the moment’…
▪ you can submit questions
as we go along…
▪ If you don’t do that, we’ll
probably run out of time for
them at the end…
▪ So the time for questions
is real time….
The Design for the Series of
Webinars on Service 4.0
Webinar #1: Starters 6 Nov 2018 ( Scott Sink, Michael Caesar,
David Poirier)
High level view of The Industry 4.0 version of evolution/revolution is
impacting the Service Systems Sector
Data and Implementation Sciences in Health Care
Optimizing Enterprise Shared Services
Webinar #2: Jan 15, 2019--TODAY’S WEBINAR
Webinar #3: Feb 6, 2019—Smart Supply Chains
Webinar #4: April 2019 Best in Class Integrated LeanSigma
Certification Projects in the Service Sector
Webinar #5: June 2019—the winners of the IISE Outstanding
Innovation in Service Systems Engineering
Webinar #6: July 2019--Operational Analytics in Service
Systems (Scott Sink, Jared Frederici, and TBD)
Service Sector, Service
Systems
Systems Engineering—
most common framework
Service Systems
Engineering
The growth of services in the ever-evolving global economy has brought much needed attention
to service science and service systems engineering (SSE). Research focuses on developing formal
methodologies to understand enterprise-end-user (customer) interactions from both socio-economic and
technological perspectives, and to enable value co-creation and productivity improvements. Service
systems require trans-disciplinary collaborations between society, science, enterprises, and engineering.
Service transactions are customized and personalized to meet a particular customer need. This requires a
disciplined and systemic approach among stakeholders and resources to emphasize end-user satisfaction
in the design and delivery of the service (Hipel et al. 2007; Tien and Berg 2003; Vargo and Akaka 2009;
Maglio and Spohrer 2008; Maglio et al. 2010).
The ISE role in Service Systems Engineering:
Digital Transformation in Healthcare
November 2018
Michael Caesar, MBA
Executive Director,
Data & Implementation Science
University Health Network
Data & Implementation ScienceKnowing, Understanding, Changing in a Digital WorldUniversity Health Network - Not for Distribution
Time 1800 1900 2000 Today
Physical Systems
Digital Systems
Digital-Physical Systems
Captured notes electronically,
work shifted to office
environment, nature of visits
remain unaffected Consultations via written
letter, few regulations on
data capture
Home visits, written
medication orders with
the pharmacy
FIRST INDUSTRIAL
REVOLUTION
SECOND INDUSTRIAL
REVOLUTION
THIRD INDUSTRIAL
REVOLUTION
FOURTH INDUSTRIAL
REVOLUTION
Augmented decision
making, Tele-medicine,
Remote monitoring/data
collection (IoT)…
1991 - Institute of Medicine published the
“Computer-based Patient Record: An
Essential Technology for Health Care
• Machine Learning
• Artificial Intelligence
• Robotics
• Blockchain
INDUSTRIAL REVOLUTIONS IMPACT ON THE PATIENT VISIT
Data & Implementation ScienceKnowing, Understanding, Changing in a Digital WorldUniversity Health Network - Not for Distribution
Brand New IISE
Award!!!
http://www.iise.org/Details.
aspx?id=47493
Agenda
12:00 Scott Tee-up
Quick Overview of Purpose and Objectives of Webinar
12:15 Sreekanth—Lessons Learned from the IBM Path Forward to
Lean Transformation Methodology
12:55 pm Scott: Closing Comments
1:00 pm Adjourn
© 2012 IBM Corporation
Michael Testani, Sreekanth Ramakrishnan, Ph.D.
Path Forward to Business Transformation
IBM CHQ – HR, Talent, Waltham, MA
Best Practices in Managing Continuous Improvement Conference 2012
Sustaining Organizational Transformation through People, Process and Technology Lessons Learned from the IBM Path Forward to Lean Transformation Methodology
16 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
People Factors
Major Change Challenges
Source: Making Change Work Study: Continuing The Enterprise of The Future Conversation from the IBM Global CEO Study, 2008 (n=1,532)
Most of the critical challenges to successful change involve people,
process-technology and leadership
Changing mindsets and attitudes
Technology barriers
Corporate culture
Complexity is underestimated
Shortage of resources
Lack of commitment of higher management
Lack of change know how
Lack of transparency
Lack of motivation of involved employees
Change of process
Change of IT systems
8%
35%
18%
15%
12%
58%
49%
33%
32%
20%
16%
Leadership FactorsProcess & Technology Factors
Available at : http://www-935.ibm.com/services/us/gbs/bus/pdf/gbe03100-usen-03-making-change-work.pdf; page 12
Points to the lack of explicit focus
on OrganizationalCulture
17 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Business
Performance
Success
Leadership
The Path Forward Approach to Business Transformation
Learn
ing
Innovation and continuous improvement enabled through
process excellence and high performing organization culture
Transformational
Leadership
Adaptive
Culture Process
Excellence
Building Organizational
Capabilities for Business Transformation
Path Forward Change Paradigm
“Teach your associates to teach themselves and in that
way you will strengthen the entire organization” – IBM
Founder, Thomas J. Watson, Sr. 1947
Balanced Scorecard
• Customer Value
• Financial Excellence
• Process Excellence
• People Learning & Growth
18 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
IBM Path Forward Lean Deployment Strategy
Organization Vision of
Success
Leadership Commitment
Organizational Lean
Strategy
Self-directed Improvement
TeamsContinuous Learning
STA
GE
1:
Read
iness f
or
Ch
an
ge
STA
GE
2:
Lean
Skills
Dev
elo
pm
en
t
STA
GE
3:
Co
nti
nu
ou
s L
earn
ing
The
“Burning
Platform”
Success Measures,
Barriers and
Top Actions for Success
Lean
Transformation
Skills
Development
and Training
Preferred Organizational Culture
OCI and Lean Assessment
(Culture/Process/Skill Maturity)
Leadership Development
Strategy
Leadership Impact/
Life Styles Inventory
“House of Lean” – Focus on Process, Technology
19 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Organizational Readiness for Change Indicator – Key Factors
▪ Four Foundational Factors for Change Readiness
– Business Relevance: Refers to the characteristics of a particular change – aka, the burning platform
and the vision; Balanced scorecard decision making → COMPELLING REASONS FOR CHANGE
– Management Support: Tops down support and buy in is critical for a successful change →
TRANSFORMATIONAL LEADERSHIP
– Achievability: Refers to the confidence that individual employees will contribute to the change; it
defines the motivation to change (individually and collectively) → SKILLS DEVELOPMENT
– Personal Relevance: Refers to whether the change is perceived to be personally beneficial → WIIFM
Business RelevanceWhat is the context and
content of the change?
AchievabilityBelief that the change
can be made
Management
SupportAre the leaders going to
support?
Personal Relevance“What is in it for me?”
Ready for ChangeBeliefs and Attitudes
BehaviorTops Down support of change
Developing Change
LeadersBottoms Up implementation
Continuous
MonitoringReview readiness metrics
Adapted from Holt et al., 2007
20 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
What is Culture and Why is it Relevant?
• Edgar Schein model of Culture:
• What you can see, hear and observe
• What is important to the organization
• What does it take to ‘fit in’
• Dr. Robert Cooke: Organizational culture—the shared beliefs and values guiding the
thinking and behavioral styles of its members
• Organizational behaviors are classified into 3 categories:
1. Constructive behaviors
2. Passive/Defensive behaviors
3. Aggressive/Defensive behaviors
• These qualitative behaviors can be measured & quantified to help evaluate and
change an organizational culture
Organizational Culture and Leadership: E. Schein, Jossey-Bass, 4 ed., (2010)
Robert Cooke’s work can be found at Human Synergistics International’s website
http://www.humansynergistics.com/news/ResearchandPublications.aspx
21 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Over the past 8 years,
the OCI® has been used to
measure the current and
preferred states of the
Organizational
Cultures to identify the
key Levers for Change.
Organizational Culture Inventory – OCI®“Culture is everything” – Lou Gerstner (2002)
▪ What is the OCI?
– Most widely-used and thoroughly-researched tool for measuring organizational culture
– Quantifying and managing organizational culture is critical
Brings an organization’s values “to life,”
Supports the implementation of its strategies
Promotes adaptation, goal attainment, and sustainability
▪ How does the OCI work?
– Provides organizations with a visual profile of their operating cultures (Current Culture)
in terms of the behaviors that members believe are required to "fit in and meet
expectations."
– These behavioral norms have a significant impact on the organization’s ability to solve
problems, adapt to change, and perform effectively
▪ Why do an OCI?
– Provides a reliable, valid, and true measure of culture—clearly distinguishing culture
and climate as distinct yet interrelated organizational variables
– Supporting programs designed for strategy implementation, employee engagement,
organizational learning, quality and reliability, and/or customer service (a balanced
scorecard approach)
Human Synergistics International ®, 2012OCI® is a proprietary of the Human Synergistics International
22 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Organizational Culture Inventory®, OCI
Circumplex with a Brief Description of the 12 Styles
Oppositional
Members are expected
to gain status and influence
by being critical and constantly
challenging one another
7
Power Members are expected to take charge and “control” others, and make decisions autocratically
8
Competitive Members are expected to operate in a “win-lose”
framework and work against their peers to be noticed
9
Perfectionistic Members are expected to avoid making mistakes, work long hours,
and keep “on top” of everything
10
Self-Actualizing
Members are expected to gain
enjoyment from their work and
produce high-quality
products/services
12
Humanistic-encouraging Members are expected to be supportive,
constructive, and open to influence in dealing with others
1
Affiliative
Members are expected to be friendly,
open, and sensitive to the satisfaction
of the work group
2
Achievement
Members are expected
to set challenging but realistic goals
and solve problems effectively
11
Approval
Members are expected
to agree with, gain the approval of,
and be liked by others
3
Conventional
Members are expected
to conform, follow the rules,
and make a good impression
4Dependent
Members are expected to do what they are told and clear
all decisions with supervisors
5Avoidance
Members are expected
to shift responsibilities to others
and avoid being blamed for mistakes
6
Styles of Behaviors Required to “Fit-in” OCI® is a proprietary of the Human Synergistics International
23 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Levers for Change for Action Planning ▪ Focus on gaps between current
and ideal (preferred) from OCI
▪ Employee focus groups and
action planning sessions
conducted to gain insight into the
gaps on 11 areas
– Root Cause Analysis is used
extensively
▪ Implement actions that address
both climate and culture factors
▪ Weekly review by Senior
Leadership team to monitor
progress, breakdown barriers and
recognize teams
▪ Monitor Adoption Rates
– How impactful are the actions and
are employees engaged in the
transformation?
– Organizations define metrics to
monitor the engagement
Quantifying the Culture and the Outcomes of Culture are critical first steps to understand organization’s health
1
24 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Corporate Culture and Performance: J.P. Kotter & J.L. Heskett, Free Press (1994)
Culture has a significant impact on an organization’s long-term
economic performance
Research and development by Robert A. Cooke, Ph.D. and J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All Rights Reserved.
E.g. Lion Nathan, Australia
Culture transformation is a journey; culture health of the organization should be taken every 18-24 months
2
25 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Understanding the Culture and Leadership Readiness for Change
LSI®, LI®, GSI® and OCI® are proprietary of Human Synergistics International
Organization’s Current
and Preferred Culture
Leader’s Impact on Teams
(360 Feedback)
Group Styles Inventory to
Study Team Dynamics
Individual’s Impact on Teams
(360 Feedback)
26 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Studying the Role of Leadership Style to Organizational Culture
Senior
Leader
Management
Team
Dept/
Functional
Team
Plant/
Organization
Corporate
Culture
Organizational
Preferred Culture
CPI = 315
CPI = 369
CPI = 620
CPI = 884
CPI = 802
CPI = 1069
Research shows that Transformational Leaders ‘pull’ the organizational culture towards their (leader’s) constructive styles of behavior
•Underscores the need to develop more transformational leaders in the organization to enable true culture transformation
CPI = Culture Performance Index
▪Published at the 2011 Industrial Engineering Research Conference
Understanding the impact of leaders on their teams, and therefore, the organization is an important step
3
27 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Identifying the Key Skills Required for Transformation
Process maturity assessed to understand the strengths, weaknesses and skill levels of the organization
4
Transformational Leadership
Teaming and Coordination
Employee Engagement
Lean Core Operations
Kaizen Practices
Visual Factory
New Product
Introduction
Lean Skill Levels
28 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Successful Lean Transformations Use Team-based Problem Solving
Interpersonal Skills
• Listening
• Supporting
• Differing
• Participating
• Striving for Consensus
Rational Skills
• Analyzing the Situation
• Setting Objectives
• Simplifying the Problem
• Considering Alternatives
• Discussing the Consequences
Effective Lean Solutions =
Quality Acceptance
*The OCI is a registered Trademark of Human
Synergistics International, Inc.- Dr. Robert Cooke
X
Rational and interpersonal skills are key for transformation efforts; Team-based problem solving is
the answer for gaining consensus
5
Lean techniques successfully integrate both these skills
29 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Levels of LEAN Certification – LEAN Tools and TechniquesExample - Bronze Level Certification
▪ Duration: 5 days
▪ Lean Transactional and Support Workers training
also available
▪ Project Work on a Business Challenge
– 2 practitioners per team work on an improvement project
– Expected duration: 3-6 months
Bronze
Certification
Silver
Certification
Gold
CertificationBronze Certification +
•TQM Tools
•Workload Balancing
•Kaizen Facilitation
•Lean Project Management
•Mentor Bronze Projects
Silver Certification +
•Strategic Planning
•Plant wide Initiatives
•Business Case Development
•Cultural Transformation
•Mentor Silver Projects
▪ Lean Skills
– Identify and Eliminate the 8 Wastes
– Apply Constriction Management Techniques
– Construct a VSM, Perform Value Add Analysis
– Implement 5S Principles and Visual Management Tools
– Apply the 8-Step Structured Problem Solving Methodology
– Implement Poka-Yoke / Error-proofing Techniques
– Apply Standardized Work: Standard Work, TAKT
– Set Up Reduction, Change Over
– Discuss Group Dynamics and Team Behaviors
– Apply Constructive Teaming Styles
– Interpersonal skills and Transformational Communication
– Describe the elements of a Lean Kaizen Event
– Develop an A3 report for a Lean improvement project
– Lead a Lean Improvement Project
▪ Hands-on Learning
– Turnaround an automobile manufacturing company
(manufacturing teams) or courier company (transactional)
Adapted from:
Smarter LEAN90-100% Fundamentals Level
25-50% Bronze level
10-25% Silver level
5-10% Gold level
30 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Business Analytics – Modeling to Support Transformation
▪ Integrated Design of Experiments (DoE) – Simulation modeling approach for making strategic decisions
– DoE identifies the key factors that impact decisions
– Simulation modeling can represent the randomness and uncertainty
Over $50 mil. worth business decisions
have been made using modeling
Top Publications:
2008 IIE Annual Conference: Using Simulation Modeling to Establish Kanban Levels in a Server Manufacturing Environment (Won Best Paper in Lean Systems Track)
2008 IIE Annual Conference: Using Design of Experiments and Simulation Modeling to Study the Facility Layout for a Server Assembly Process
2008 Winter Simulation Conference: Using Design for Six Sigma and Simulation in a Server Manufacturing Process
2010 International Conference on ISO 9000 and TQM – ICIT
Integrating Lean
Tools with
Modeling
31 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Business Analytics – Decision Support SystemsUsing Lean and Agile Techniques to Eliminate Muda
Value Stream Mapping
Data Gathering
Eliminate Waste, Process
Redesign
Enable Cross-functional Teams,
Voice of the Customer
‘LEAN’ CONCEPTS
Standardization/Learning Tools
Enable IT Improvements
Adapt Technology to Resources
Flexibility and Adaptability to
Changes
‘AGILE’ CONCEPTS
Wo
rkflo
w a
nd
Info
rma
tion
Flo
w R
e-desig
n
Training Within Industry(On-demand Training System)
SMART Warehouse
Management System
Resource
Deployment
Matrix(Flexible Workforce)
Used Parts Inventory
System (Reverse Logistics)
Demand/Constraint
Supply Reports
WW Order Status
System
Standard Work
Decision Support
Innovation Hub
• Identifies most appropriate resource for a
task based on skill, quality and complexity
• Defines a new real-time slotting principle
for warehouses (IIE 2008, Patent Pending)
• Identifies the optimal part allocation policy for
maximizing part life cycle (Greener products
through reverse logistics)
• Defines a methodology to identify
areas/processes for improvement using
standard work and lean methods
• System for employees to submit ideas
and collaborate on improvements
• A one-stop-shop for employee skill development
(online training/certification system)
• Real-time update of orders and decision support to
address (e-Gemba) any fluctuations in order deliveries
•Forecasts any demand and supply
constraints to prevent production stoppage
32 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Everyone Else
Change AdvocatesChange Resistors
Transformation Team
Leadership Team
Key Path Forward Measure of Success -107% increase in Constructive behaviors
All employees
2009 2011
Advocates for Change – Creating a more Constructive Culture resulting in a
more Adaptive / High-performing Organization
Tops-down, bottoms-up approach– leadership sets the vision, employees implement the change plans
6
33 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Impact of Lean on Culture – Working
towards a Constructive Culture
Lean Bronze/Silver Trained Employees
CPI=457; %Constructive: 79%
Organizational CURRENT
CPI=332; %Constructive: 29%
Organizational IDEAL
CPI=828; %Constructive: 88%
Organizations need to view Lean as a principle, rather than a set of tools; getting from tool driven,
to systems driven to principle driven is the roadmap for a Lean transformation
5S/Kaizen
Lean
Projects
OCI/
Lean
CultureLean
Advocates
Best
Practices
Sharing
Cost
Ops
Bench-
marking
Lean
Education
SMART
Lean
2011 2011
34 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Creative Methods to Engage Employees Using Problem Solving Skills
Effective Problem Statement
The current situation
The desired situation
The impact statement (answers the ‘so what’?) 10%
The goal meets the SMART
criteria
-Specific
-Measurable
-Achievable
-Relevant
-Time-Based 10%
Innovation/CreativityDegree of innovation and creativity demonstrated by the team
to solve the stated problem and improve the process. 10%
Metrics definition Cycles, processes, areas, quality, that were improved. 10%
Results vs. Goal
(countermeasures if the goal
was not met)
Were the goal and results stated before achieved.10%
Business impact (financial,
quality, cycle time, inventory).Benefits accomplished by the project.
10%
Project SustainabilityThe extent to which a management system and controls that
are in place can sustain the process improvements 10%
Project Replicability Can the project be applied to another area, site? 10%
Kaizen Methodology
This will be evaluated only by your Sensei (Don Sobeski) and
will represent 20% of the Total Evaluation 20%
TOTAL 100%
CRITERION DESCRIPTION Score %
Root Cause Identification Session Kaizen Event – Card Storming Session Lean Training – Working on Simulations
Employee Driven Initiatives
“Lean Week” – Dedicated Time for Improvement Projects (Evaluation Criteria above)Sports and Gaming Team
35 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Sustaining Lean Transformation - Synergistic Problem Solving
Published in 2010 IIE Annual Conference and Exposition, Cancun, MX
“The Role of Kaizen Events in Sustaining a Lean Transformation”
Increased Team Based Decision Making
“Safe” Environment for Employees for Idea Generation
High % of Solutions Implemented
Employee Empowerment, Build on Ideas of Team
Always look to measure “adoption rates” – are the solutions sustained and are the skills being utilized for transformation
7
36 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Maintaining Skills – Critical Success Factor for Transformation▪ Standards established to increase adoption rates of LEAN techniques in the organization
– Promotes the desired LEAN behaviors for sustaining the initiatives
– Established criteria for recertification and maintaining certification
– Encourage employees to continue contributing to the LEAN transformation, while developing their rational and
interpersonal skills
– Criteria defined by employee focus groups and external research
Maintaining the transformation skills through employee initiated programs → critical for sustaining gains
8
37 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
IBM Path Forward Business Transformation – Success Story
2004 2007 2011
An adaptive culture + process focus + engaged employees produce superior business results
Cultural Performance Index - CPI 181 313 369
Financial Performance Under Plan Under Plan Exceeded Plan
Inventory Management Under Plan Under Plan Exceeded Plan
Quality Performance Under Plan Improving Exceeded Plan
Process Maturity Score: 2/5 Score: 3.1/5 Score 3.9/5
Leadership CPI 245 358 728
Employee Satisfaction 3.62/5.00 3.68/5.00 3.71/5.00
Kaizens/# Ideas 0/20 0/80 46/300
# Employees Trained 10 (<3%) 30 (<10%) 220 (55%)
Assembly Plant of the Year2008
ML 100 Awards2012
IIE Lean Best Practice Award2011
38 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Culture and Climate Progression
2010 2010
Culture Performance Index = 311
% Constructive Behavior = 38%
Culture Performance Index = 557
% Constructive Behavior = 75%
3.9
3.6 3.6 3.73.8
3.6
3.2 3.3 3.4 3.4
4.24.1 4.1
3.94.1
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
Clear Roles "Fit In" Satisfied member Intention to stay Recommend as a
workplace
2012 2010 - OCI Constructive Benchmark
2012 PULSE
All constructive behaviors showed asignificant improvement in a
pulse survey conducted in 2012
Pulse survey shows a significant improvement in the various outcomes of culture
Outcomes are at least 90% of the constructive benchmarks
2012 PULSE
39 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Lessons Learned - Summary
▪ People, Process and Leadership Focus – the foundation for a successful transformation effort
– Define the “What is in it for me to change question” early and clearly
– Leadership team needs to walk the talk – lead by example and not superficial support
▪ Skill based training for all employees to transform their own processes and organization
– Rational and interpersonal skills are critical for sustaining the gains
– Question: “What behaviors do we expect the employees to change as a result of this skill or program”
▪ Culture assessment tools prove vital information on the organization’s health and readiness for change
– Organizational culture, Leadership impact, group styles and life styles are modeled; every 18-24 mos.
– Process and technology maturity is gauged to understand the skills requirements annually
▪ Defining the right metrics to drive the right behaviors
– Metrics to monitor the key aspects of transformation efforts
▪ Dedicated time for activities and recognize contributions
– Should not be viewed as “another thing that I need to do”
– Recognize contributions to the transformation and relate it to the business results
40 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Questions, Comments
▪ Thank you for your time and attention!
– Please contact me for any further questions: [email protected]
– Related PublicationsRamakrishnan, S., Testani, M., “A Methodology to Assess an Organization's Lean Readiness for Change”, Proceedings of the 2012
Industrial and Systems Engineering Research Conference, Orlando, FL, 2012, pp. 1-10.
Ramakrishnan, S., Testani, M., Orth, R., “Critical Factors for Sustainable Kaizen Events – People, Process and Technology”, Proceedings
of the 2009 American Society for Engineering Management Conference, Springfield, MO, October 2009, pp. 1-6.
Testani, M. , Ramakrishnan, S., Orth, R., Ramakrishnan, S., “Integrating People, Process and Technology for a Sustainable Lean
Transformation Using Systems Thinking”, Proceedings of the 2009 American Society for Engineering Management Conference, Springfield,
MO, 2009, pp. 1-9.
41 © 2012 IBM CorporationBest Practices in Managing Continuous Improvement Conference 2012
Questions?How we did with
them..
Upcoming Webinars from Chapter #1
Feb 6, 2018
Industry & Service Systems 4.0:
Smart Supply Chains
❑ James Tompkins,
Chairman, Tompkins, Int’l—
The Digital
Imperative
❑ Benoit Montreuil, Director,
Supply Chain & Logistics
Institute, ISE at Georgia
Tech—The Physical
Internet
❑ David Poirier, CEO, The
Poirier Group, Toronto,
Canada—The
Practitioner View
Upcoming Webinars from Chapter #1
Feb 26, 2018
Industry & Service Systems 4.0:
Smarter Analytics
❑ Matheus Scuta, Global
Manufacturing Analytics Scientist,
Ford Motor Company—
Integrating Analytics into
Manufacturing
❑ Jared Frederici, Sr. Consultant,
The Poirier Group, Toronto,
Canada— Smarter
Analytics
❑ Scott Sink, Director, ILSS
Certification Program, ISE at
Ohio State— Operational
Analytics: By What
Method
Upcoming Webinars from Chapter #1:
Becoming a Change Master
March 5, 2018
Soft Skills 4.0—Becoming a
Change Master
❑ Bob Gold, Founder, The
Gold Group, Behavioral
Technologist–
The Art and Science
of Persuasion
❑ Scott Sink, Director ILSS
and Operational Analytics
Certification Program, ISE at
OSU–
How to Become a
Change Master
Upcoming Webinars from Chapter #1:
IISE Annual Conference—
Industry Practitioner Track
March 19, 2018
The IISE Industry Practitioner
Track—Orlando
❑ Scott Sink, Director ILSS and
Operational Analytics Certification
Program, ISE at OSU– Overview
of our Track for Young
Professionals, Seasoned
ISE’s, ISE Students
❑ Kaz Takeda, Disneyland Resort
Manager, Industrial Engineering
and Co-Chair Track-- Highlights for
Seasoned Practitioners
❑ Jared Frederici, Sr. Consultant and
Co-chair for Track– Highlights for
Young Professionals and
Students
Accelerate Career
Progress and Success
Know about Industry 4.0
Expand and Extend my Network of
Peers
Get some Altitude on my
life and job and career and have some Fun
Know about Service 4.0
Operational Analytics
Strengthen my Soft Skills
The “Industry Track”
Orlando May 18-21 2019
▪ We have built a mini-conference specifically designed for Young Professionals,
Seasoned ISE Practitioners, Leaders and Managers of the ISE Function in Business
and Industry.
▪ Four Focus Areas with 6 great presentations in each of the four areas:
1. Soft Skills Development: improving your change leadership and management knowledge and skills
2. Career Development: Trends and Emerging Opportunities in our Field
3. Continuing to broaden and deepen your ISE Foundational Knowledge and Skills
4. How to create more Value for your Organization and in doing so advance your career faster
▪ All Invited Speakers will ensure every session is outstanding.
▪ Jim Tompkins is our Industry Track Keynote Speaker—
if you haven’t heard Jim speak you are in for a treat!!
▪ Balanced presentations across Industry Segments (Services, Healthcare, Manufacturing, Supply
Chain and Logistics)
▪ Goal is to make it efficient and fun for you to do some Personal and Professional Development in
2019
The “Industry” Track for
Orlando 2019
And, in addition to those 24 Practical, Pragmatic Presentations by hand-picked
presenters on topics ranging from habits of highly effective Young
Professionals to Smart Manufacturing and Physical Internet we’ll wrap around
some Networking opportunities:
▪ the Annual CISE Leadership Mixer
▪ the Annual Industry Advisory Board Mixer
▪ Industry Track Kick-off and Capstone Plenary Sessions
▪ The Executive Roundtable
▪ Townhalls for IAB and Young Professionals
▪ Huge opportunity to build your network and mentor
and get mentored
So, practice First things First and
take some time out and invest in
yourself and your future
It Pays Off—I’ve attended 45 IISE Conferences and the
Return on Investment has been 25+:1 !!!