I became a Black Belt in 1999 for Bombardier Aerospace, based in Canada. 3 years later I was a Master Black Belt for the Railway arm of Bombardier, this time in the UK. 2 years later, in 2004, I was Director of Sigma and Integrated Process for the European Services division of Bombardier Transportation. Then followed 8 years of leading Lean Six Sigma deployments for various companies with as equally varied job titles: VP Six Sigma at Metronet, Director Process GMAC, LSS Deployment Leader at Ecolab…
Personal file drives? Shared drive? Or SharePoint site?
12 years in the amazing field of continuous improvement. So many joyful moments, yet so many frustrating ones as well. Pretty much up there in terms of the most frustrating moments is the control of the DMAIC methodology and the management of all project files in an efficient and robust manner.
But not only the ‘control’ of a DMAIC project was my concern, as equally important a topic for execution and archive purposes was the question of “Where do we save the Black Belts project files?” Personal Black Belt drives? Common drive? SharePoint site?
Valid and workable approaches however I always felt they were ‘disconnected’ approaches in the sense that this file management was not really ‘integrated with the DMAIC methodology. So, despite SharePoint being the most popular solution back in the days (and still today), I always preferred using a common drive as it allowed for an easy setup of a DMAIC structure in a folder and sub folder type approach. A typical folder structure would look like this:
I would have a folder for the Lean Program. It would typically contain the following 10 folders (but I will not expand on this today, maybe in another article if there is enough interest):
In the Six Sigma folder, I would typically have 2 or 3 programs that would be in place to achieve a strategic objective. Those programs would have a series of projects. Typically, on top of coaching the Black Belts, my Master Black Belts would be in charge of a program, in PMO language they would be my Program Managers. The Black Belts would be leading the projects, in that sense they would be Project Managers.
A few of the Black Belt projects would be ‘Just-do-it’ projects, however the majority of projects assigned to Black Belts would be DMAIC projects. A classic example of a Six Sigma program we led in a Supply Chain organisation was ‘Improve Customer Satisfaction’. Many projects were assigned to this task, one example is ‘Improve On-Time Delivery for the UK market’.
As you can see in the first screenshot, under program 1 I have 4 projects. Under each project I would create a folder with 6 folders, one for each step of the DMAIC methodology and 1 for other files. The Black Belt could do whatever she/he wanted with folder 06 but content on folders 1 to 5 was limited by the templates requested for each of the DMAIC steps. As per that screenshot for example, that meant that for the Define phase we could only see:
The same approach would obviously be adopted for all the other steps of the DMAIC methodology. The Measure folder would have the SIPOC template, the Fishbone template, the Leading and Lagging Indicator file, the gauge R&R, etc.
The challenges were numerous. To name a few:
As SharePoint grew in usage, I eventually used it but apart from improving sharing between sites/countries/regions, the problems above remained.
So, is there a better way to execute your projects, ensuring your Lean Agents and Black Belt used a set methodology that is the same from project to project? Is there better way of managing and storing LSS project files? In short, the answer is yes.
In i-nexus continuous improvement solution, when you assign a project to an objective, you can pre-set the project methodologies. In the example below, I am assigning a new project to Annual Objective 1 (AO1 – in green). I want that project to be following the Six Sigma DMAIC methodology and so I select that in the ‘New Project’ sub menu:
Once the basic project information has been entered, the project will appear under the objective:
Already, as an Deployment Leader I like the fact that my project is associated to the annual objective which in turn is connected to the Breakthrough Objective BO1, i-nexus allowing you to visually connect all your objectives with your KPIs and projects…
What I will do now is click on the drop-down menu option next to the project title. This will give me a comprehensive list of project management functionalities like Project Charter, Journal Entries, Financials Tracking, Resources Management etc. However what I will show you now is the Schedule functionality for this selected DMAIC project:
This takes us the DMAIC methodology assigned to that project:
We can see that each of the phases of a DMAIC project are presented, each one showing content for the phase in question. To show how this is structured I will open the Define phase and see what steps we have included as guidelines for that phase:
As you can see, 6 steps are included in the define phase for this organization. The Black Belt can add to those steps but those steps would be the mandatory ones for the Define phase at that organization. The other phases would also have their mandatory steps.
Every single template comes ‘attached’ to the methodology so every time a Black Belt selects ‘Six Sigma DMAIC’ as a project, all the templates you want your Black Belt will be attached to the relevant step where the template must be used.
In the example below, the SIPOC template has been completed and so it is saved in the Document column, as opposed to the VOC template sitting in the ‘Document Template’ column hence not completed yet:
Thank you very much for reading this article and I wish you the best of success in the execution of DMAIC projects.
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Christian is i-nexus' Head of Partner Development. With a rich-background in the industry, today he uses his 20 years experience to make things more digital for our clients. He helps them to get away from the heavy lifting of executing strategy, managing projects and following-up on KPIs with spreadsheets, PowerPoints and SharePoint sites. With i-nexus he supports corporations in better executing their strategy, whether they use Hoshin-Kanri, OGSM, OKR or any other methodology.