Metrics-Based Process Mapping
Identifying and Eliminating Waste in Office and Service Processes
2nd Edition
Published on 22. October 2012
Book
Paperback/Softback
116 pages
978-1-4398-8668-7 (ISBN)
Description
Metrics-Based Process Mapping (MBPM) is a tactical-level, visual mapping approach that enables improvement teams to make effective, data-based decisions regarding waste elimination and measure ongoing process performance. The mapping technique, often used to drill down from a value stream map, integrates the functional orientation of traditional swim-lane process maps with time and quality metrics that are essential for designing improved processes.
Building on the success of its popular predecessor, Metrics-Based Process Mapping: An Excel-Based Solution, this book takes readers to the next level in understanding processes and process improvement. Included with the book is an interactive macro-driven Excel tool, which allows users to electronically capture their current and future state maps. The tool also audits the maps for completeness, summarizes the metrics, and auto-calculates the improvements.
Improvements to this version include:
Foundational content about processes-what they are and how they vary
A description of the difference between value-stream and process-level maps
New content about how to bridge the gap between your current state and your desired future state
Tips for effective team formation and mapping facilitation
An implementation plan for those using the mapping methodology as a standalone tool and not part of a Kaizen Event
The Excel-based tool included on the accompanying CD provides readers with a user-friendly way to electronically archive manually created maps in team settings for easier storage and distribution across your entire organization. While current and future state MBPMs are initially created during team-based activities using butcher paper and post-its, the electronic maps serve as standard work documentation for the improved process, enabling training, communication, and process monitoring activities.
This flexible, user-friendly tool includes:
A custom toolbar that simplifies map creation and editing
Automated calculation of key metrics
An audit feature to prevent mapping errors
The ability to simulate how improvements will impact staffing requirements
System Requirements: The tool is intended for use on PCs using Excel 2003 or later-it will NOT function with earlier versions of Excel, or on Macintosh computers.
View a demo of the Excel tool at: www.mbpmapping.com
Building on the success of its popular predecessor, Metrics-Based Process Mapping: An Excel-Based Solution, this book takes readers to the next level in understanding processes and process improvement. Included with the book is an interactive macro-driven Excel tool, which allows users to electronically capture their current and future state maps. The tool also audits the maps for completeness, summarizes the metrics, and auto-calculates the improvements.
Improvements to this version include:
Foundational content about processes-what they are and how they vary
A description of the difference between value-stream and process-level maps
New content about how to bridge the gap between your current state and your desired future state
Tips for effective team formation and mapping facilitation
An implementation plan for those using the mapping methodology as a standalone tool and not part of a Kaizen Event
The Excel-based tool included on the accompanying CD provides readers with a user-friendly way to electronically archive manually created maps in team settings for easier storage and distribution across your entire organization. While current and future state MBPMs are initially created during team-based activities using butcher paper and post-its, the electronic maps serve as standard work documentation for the improved process, enabling training, communication, and process monitoring activities.
This flexible, user-friendly tool includes:
A custom toolbar that simplifies map creation and editing
Automated calculation of key metrics
An audit feature to prevent mapping errors
The ability to simulate how improvements will impact staffing requirements
System Requirements: The tool is intended for use on PCs using Excel 2003 or later-it will NOT function with earlier versions of Excel, or on Macintosh computers.
View a demo of the Excel tool at: www.mbpmapping.com
More details
Edition
2nd New edition
Language
English
Place of publication
Portland
United States
Publishing group
Taylor & Francis Inc
Target group
Professional and scholarly
Process/continuous improvement specialists, industrial engineers and lean practitioners, prospective and/or current Kaizen event facilitators, and value stream managers.
Edition type
New edition
Illustrations
12/15- SEE NOTES 2nd PRINT & TRANS ALSO 12/15-EBOOKS OK!, 38 s/w Abbildungen, 2 s/w Tabellen
12/15- SEE NOTES 2nd PRINT & TRANS ALSO 12/15-EBOOKS OK!; Paper is 70# Gusto Satin - 500 ppi - 7/29/13-1cx done; 2 Tables, black and white; 38 Illustrations, black and white
Dimensions
Height: 254 mm
Width: 178 mm
Weight
328 gr
ISBN-13
978-1-4398-8668-7 (9781439886687)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Other editions
Previous edition
Book
08/2008
1st Edition
Productivity Press
€219.26
Article exhausted; check for reprint
Persons
Karen Martin has been building, managing, and improving operations for more than 20 years. As principal consultant for Karen Martin & Associates, LLC, she is a recognized thought leader in applying Lean thinking and the psychology of change to office, service, and knowledge work environments. Karen and her team provide transformation support to Fortune 100 companies, as well as small businesses, government agencies, nonprofits, and start-ups in diverse industries, such as construction, energy, financial services, government, healthcare, and manufacturing.
She is the author of The Outstanding Organization (McGraw-Hill, 2012) and coauthor of The Kaizen Event Planner (CRC Press, 2007) an instructor for the University of California, San Diego's Lean Enterprise program, and an industry advisor to the University of San Diego's Industrial and Systems Engineering program. For more information, visit www.ksmartin.com.
Mike Osterling provides support and leadership to manufacturing and non-manufacturing organizations on their Lean Transformation Journey. In a continuous improvement leadership role for six years, Mike played a key role in Square D Company's Lean transformation in the 1990s. His clients include small and large companies in manufacturing, construction, energy, and medical, as well as public agencies.
Mike led the development of the Lean Enterprise Certificate Program at San Diego State University and has taught in the program since 1999. He is also an instructor at the University of California, San Diego, is a Certified Trainer for the Implementation of Lean Manufacturing, a Six Sigma Black Belt, and is fluent in Spanish. He also coauthored The Kaizen Event Planner (CRC Press, 2007). For more information, visit www.mosterling.com.
She is the author of The Outstanding Organization (McGraw-Hill, 2012) and coauthor of The Kaizen Event Planner (CRC Press, 2007) an instructor for the University of California, San Diego's Lean Enterprise program, and an industry advisor to the University of San Diego's Industrial and Systems Engineering program. For more information, visit www.ksmartin.com.
Mike Osterling provides support and leadership to manufacturing and non-manufacturing organizations on their Lean Transformation Journey. In a continuous improvement leadership role for six years, Mike played a key role in Square D Company's Lean transformation in the 1990s. His clients include small and large companies in manufacturing, construction, energy, and medical, as well as public agencies.
Mike led the development of the Lean Enterprise Certificate Program at San Diego State University and has taught in the program since 1999. He is also an instructor at the University of California, San Diego, is a Certified Trainer for the Implementation of Lean Manufacturing, a Six Sigma Black Belt, and is fluent in Spanish. He also coauthored The Kaizen Event Planner (CRC Press, 2007). For more information, visit www.mosterling.com.
Content
What Is a Process?
Definition of a Process
Process Components
Types of Processes
Process Management
What Is Metrics-Based Process Mapping (MBPM)?
Strategic and Methodological Improvement
Mapping Preparation
Scoping the Process Being Mapped
Forming the Mapping Team
Mapping Logistics
Communication and Data Gathering
Mapping Essentials: Understanding the Current State
First Pass: Identify the Process Steps
Second Pass: Add Key Metrics for Each Step, Create the Timeline, and Calculate the Summary Metrics
Process Time
Lead Time
Percent Complete and Accurate
Additional Information
Timeline Critical Path
Summary Metrics
Timeline Critical Path (CP) Summation
Rolled Percent Complete and Accurate (R%C&A)
Activity Ratio (AR)
Number of Steps
Total Process Time
Full-Time Equivalent (FTE) Labor Requirements
Other Relevant Metrics
Third Pass: Classify the Steps as Value-Adding and Necessary Non-Value-Adding
Mapping Essentials: Designing and Implementing the Future State
Selecting Countermeasures
Implementing the Future State
Process Documentation: An Excel-Based Solution
General Information
File Storage
Excel Versions
Enabling Macros
License Agreement
File Saving Conventions
To Save a New Map from the Master File on the CD
To Save a Map That Has Already Been Renamed and Saved as an Excel Macro-Enabled Workbook File Type
File Naming Conventions
Exiting the Tool
Structure and Features
Custom Toolbar
Worksheets
Auto-Population Feature
Map Structure
Cell Colors
Cell Formatting
Insert, Modify, and Remove Comments
Enter Key Functionality
Cut, Copy, and Paste Disabled
Test-Driving the Tool: Documenting Current- and Future-State MBPMs
Step 1: Complete the Header
Step 2: Insert Functions and Steps
Step 3: Enter Data for Each Step
Activity
Process Time (PT)
Lead Time (LT)
Percent Complete and Accurate (%C&A)
Spell Check
Notes and Visuals
Clearing the Map
Step 4: Define the Timeline Critical Path
Step 5: Audit the Map
Step 6: Document the Future State
Step 7: Review the Summary Metrics Sheet
Step 8: Print the Map
Step 9: Distribute the Map
Troubleshooting
The Tool Closes Out or the Custom Toolbar Will Not Function
Adjusting the Macro Security Settings
The Macros Will Not Execute
The Cut, Copy, and Paste Commands Do Not Function
The Undo Function Does Not Work
Unable to Enter Information in a Cell
The Tool Will Not Accommodate the Entire Process
The Custom Toolbar Disappears
The Custom Toolbar Will Not Work
The Summary Metrics Sheet Is Blank
File Size Is Extremely Large
Delay When Using Custom Toolbar Commands
Process Management
Appendix A: Excel Tool Quick Start Guide
Appendix B: Excel 2003-Specific Instructions
Definition of a Process
Process Components
Types of Processes
Process Management
What Is Metrics-Based Process Mapping (MBPM)?
Strategic and Methodological Improvement
Mapping Preparation
Scoping the Process Being Mapped
Forming the Mapping Team
Mapping Logistics
Communication and Data Gathering
Mapping Essentials: Understanding the Current State
First Pass: Identify the Process Steps
Second Pass: Add Key Metrics for Each Step, Create the Timeline, and Calculate the Summary Metrics
Process Time
Lead Time
Percent Complete and Accurate
Additional Information
Timeline Critical Path
Summary Metrics
Timeline Critical Path (CP) Summation
Rolled Percent Complete and Accurate (R%C&A)
Activity Ratio (AR)
Number of Steps
Total Process Time
Full-Time Equivalent (FTE) Labor Requirements
Other Relevant Metrics
Third Pass: Classify the Steps as Value-Adding and Necessary Non-Value-Adding
Mapping Essentials: Designing and Implementing the Future State
Selecting Countermeasures
Implementing the Future State
Process Documentation: An Excel-Based Solution
General Information
File Storage
Excel Versions
Enabling Macros
License Agreement
File Saving Conventions
To Save a New Map from the Master File on the CD
To Save a Map That Has Already Been Renamed and Saved as an Excel Macro-Enabled Workbook File Type
File Naming Conventions
Exiting the Tool
Structure and Features
Custom Toolbar
Worksheets
Auto-Population Feature
Map Structure
Cell Colors
Cell Formatting
Insert, Modify, and Remove Comments
Enter Key Functionality
Cut, Copy, and Paste Disabled
Test-Driving the Tool: Documenting Current- and Future-State MBPMs
Step 1: Complete the Header
Step 2: Insert Functions and Steps
Step 3: Enter Data for Each Step
Activity
Process Time (PT)
Lead Time (LT)
Percent Complete and Accurate (%C&A)
Spell Check
Notes and Visuals
Clearing the Map
Step 4: Define the Timeline Critical Path
Step 5: Audit the Map
Step 6: Document the Future State
Step 7: Review the Summary Metrics Sheet
Step 8: Print the Map
Step 9: Distribute the Map
Troubleshooting
The Tool Closes Out or the Custom Toolbar Will Not Function
Adjusting the Macro Security Settings
The Macros Will Not Execute
The Cut, Copy, and Paste Commands Do Not Function
The Undo Function Does Not Work
Unable to Enter Information in a Cell
The Tool Will Not Accommodate the Entire Process
The Custom Toolbar Disappears
The Custom Toolbar Will Not Work
The Summary Metrics Sheet Is Blank
File Size Is Extremely Large
Delay When Using Custom Toolbar Commands
Process Management
Appendix A: Excel Tool Quick Start Guide
Appendix B: Excel 2003-Specific Instructions