I will be hosting another demo of Proplanner’s Flow Planner, Workplace Planner, and ProBalance software programs on Thursday, November 20, 2008 at 1pm CT. Once again, Many engineering colleges use these programs in their lean, process improvement courses. Professors, teaching assistants and students are invited to attend. Please visit our “See a Demo” page for more information:
“See a Demo” of Proplanner’s IE Software.
Posted by Aaron on November 1st, 2008
I will be hosting a demo of Proplanner’s Flow Planner, Workplace Planner, and ProBalance software programs on Thursday, October 23rd. Many engineering colleges use these programs in their lean, process improvement courses. Professors, teaching assistants and students are invited to attend. Please visit our “See a Demo” page for more information:
Leangurus “See a Demo”
Posted by Aaron on August 26th, 2008
At the WCBF Six Sigma conference in Chicago I met Karim Houry who is the VP, Business Reengineering and Quality at the Depository Trust and Clearing Corporation in New York, NY. Karim sponsors a quarterly lean meeting called the “Financial Services Business Transformation Roundtable.” Attendees meet in person, but remote members can attend via a conference call and webinar. I have been invited to attend his upcoming meeting on July 10th at 9am EST in New York City and through the rest of the year. There are lean mgmt professionals representing the largest financial services companies in the United States including Wells Fargo, Citi, HSBC, Bank of NY Mellon, Edward Jones, Vanguard, Textron Financial, UBS, Bank of America, and many others. The meeting facilitator for the July 10th, 2008 meeting is Habs Moy, lean master blackbelt with the DTCC. If you are interested in attending please contact me and I will forward your information to Habs. Habs will then provide to you the web conference link and the phone number to dial in on. The Agenda for the meeting is:
- IBM on BPO trends and procurement outsourcing
- Tools and Methodologies (Morgan Stanley, DTCC, Merrill Lynch)
- Preview BMGI Lean survey results
- Plans for Q4 Meeting and 2009
I have spoken with Habs Moy, and I may be presenting at their Q4 meeting. I will post the meeting time and agenda for the Q4 when the details have been confirmed.
Posted by Aaron on July 6th, 2008
I have put together an outline of topics that are included in my continous process improvement course.
To view or download the outline click on the link below:
Course Syllabus (25k Word Document)
This course is designed to be completed in four 1 1/2 hour segments in a classroom or over the web. I also have a deep dive 3 day course that covers an introduction of continuous process improvement. Please contact me for more specifics.
Posted by Aaron on May 4th, 2008
I had a great time presenting at WCBF’s Lean and Six Sigma Summit last week in Chicago. The presentation highlights a project we completed to improve a document sourcing and fulfillment process. If you want to view or download my presentation, please click the link below:
Lean Fulfillment at Financial Company (4.5 MB PPT File)
Posted by Aaron on May 4th, 2008
4th Annual Lean Six Sigma Summit in Chicago,April 29 thru May 2 2008. The WCBF sponsored event: “4th Annual Six Sigma Summit” for leading experts and senior executives across industry passionate about quality and process excellence. I will be presenting at 1pm on Thursday May 1st, 2008. My presentation is in Track F, and is titled “Lean Fulfillment in Financial Services”. In my presentation you will learn how a financial services company implemented lean for their forms printing and fulfillment process. With over 30,000 retail dealer locations, Wells Fargo Financial has a big job in keeping the stores supplied with the right amount of credit applications and other consumer documents. Gain insight into how Six Sigma was used to improve quality and how lean was used to improve the entire forms management process throughout the supply chain:
View the Conference Brochure Here:
“Six Sigma Summit (500 KB)“
Posted by Aaron on December 1st, 2007
Thank-you to those that attended my Lean IE webinar yesterday. The topic was a Lean Project I performed at Wells fargo Financial. In addtion to reviewing the project, I demonstrated ProBalance and Workplace Planner. These are two lean software programs I used on the project. You may view or download the slides I showed yesterday using the link below:
Wells Fargo Lean Process Flow Using Proplanner (2 MB PPT File)
Posted by Aaron on September 7th, 2007
Share your lean success with other lean gurus.
The best way to learn lean is to share your successes with others. We have brought many companies together within the service industry to share their lean journeys. The dialog between companies during lean benchmarking exchanges has been mutually beneficial for all companies involved. If your are interested in benchmarking your successes with others please contact us or post your comments on this site. Once again the goal is to provide a forum that is a joint learning opportunity for all companies involved. For example Share your lean success with other lean gurus at Wells Fargo Financial, and Wells Fargo Home Mortgage.
Posted by Aaron on May 22nd, 2007
April 30 – May 2, 2007, Orange County Convention Center, Orlando, Florida. The ASQ sponsored event: “World Conference on Quality and Improvement” is designed for all levels of quality practitioners. I will be co-presenting during session W17 at 9:30am on Wednesday, May 2nd with Bill Casey from Quest Diagnostics. The title of our presentation is “A Simple 10 Step Kaizen Method for Leaning a Service Process Flow.” The session will cover the successful implementation of a 10-step Kaizen event at Quest Diagnostics to facilitate quick improvements as well as provide another example from Wells Fargo.
Posted by Aaron on April 27th, 2007
I had the opportunity to attend a two day training course put on by the Lean Enterprise Institute. This course was held at the Wells Fargo Imaging Production Facility in Eagan, MN in February 2007. The course highlighted the importance of being able to manage work and create standard tasks to reduce variability. This is an important concept of Lean: If the work processes are not standard then you cannot effectively measure and improve them. The instructor was Sammy Obara who is an associate with the Lean Enterprise Institute, and he is affiliated with HONSHA, which is a group of former engineers from Toyota. Sammy was very knowledgeable and he puts on a pretty good course. The only real criticism I found was that many of his examples were from Toyota that did not transfer well to service industry processes. However, if you are looking for a standard work course, his training is definitely thorough enough for most beginner to intermediate level Lean students.
Posted by Aaron on March 5th, 2007