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We ARE
Doing It!
Diverse experiences, united purpose
strengthen the women of quality
Quality goes up.
Headaches go down.
That changes everything.
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ultimate differentiator. The MasterControl Platform helps you digitize, automate and connect critical
processes, documents and data so you can improve quality across your entire product life cycle.
Whether you’re just getting started on the journey toward implementing Quality 4.0 initiatives
or have already begun, this event connects you with what to do, how to do it, and who can help.
INSIDE
EXCLUSIVES
at qualityprogress.com
Shiny Finish
Additional figures and tables to
describe cumulative sum sequence
September 2019
plots, the topic of this month’s
Statistics Spotlight column,
“Getting the Luster Back” (p. 46).
‘Critical’ Additions
VOLUME 52 ● NUMBER 9 Four more figures to illustrate how to
align project and quality requirements
14 We ARE Doing It! to meet customer needs, the topic
of this month’s Back to Basics
Hear from women who are making a difference in the world
column, “Critical Objectives” (p. 72).
of quality, about the challenges they face and the advice they
can offer to women entering the field today.
Back to Basics
Volviendo a los fundamentos en español.
8 10 54 68
Quality Progress (ISSN 0033-524X) is published monthly by the American Society for Quality, 600 N. Plankinton Ave., Milwaukee, WI 53203. Editorial and advertising
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A Rosie
Tell us about your experiences as a woman in the workforce
or what you’ve done to promote diversity and inclusion in
your organization. Go to my.asq.org and log in with your
ASQ username and password.
Picture
advice they’d give to other women entering the workforce
and quality roles.
One key takeaway of a discussion about any specific demo-
graphic in the workforce is the importance of diversity, and why
fostering inclusion drives innovation. Several of our featured
Women ARE doing it, but there’s more to do women wrote about how unique and varied viewpoints lead
to better solutions.
Rosie the Riveter—with a quality twist—serves as this month’s Contributor Binafza Bhattacharyya sums it up well: “A diverse
QP cover girl: the face for our special issue focused on women workforce offers diverse perspectives on problem solving and
in quality. business operations, which becomes a competitive advantage
You’ve likely seen the original iconic image of Rosie, which was for any organization.”
used to recruit women to factory work as men vacated those jobs Creating greater diversity requires concerted effort. We all
to serve in World War II. The campaign was crazy successful, and need to do our part. Because, as quality professionals, nobody
Rosie’s visage still resonates today as a representation of fierce, knows better than you do that despite whatever progress has
fearless females who are capable of “getting it done.” been made, we can—and should—always
For QP’s portrayal of Rosie, we commissioned an illustrator do more.
(female, of course) to capture the diverse roles of women in the
workforce. Whether in a lab, on the shop floor or in a board-
room, these women are committed contributors, dedicated
to quality and making a difference in every arena.
This month’s cover article, “We ARE Doing It!,” p. 14, tells
the stories of 12 women in the profession. We asked them what Seiche Sanders
challenges they’ve faced, how they’ve overcome them and what Editor in Chief and Publisher
Luis Morales Verizon Telematics Inc. M. Onur Artan, Andy Barnett, Matthew Barsalou,
Nancy Nouaimeh Abela & Co David Bonyuet, David Burger, Brooks Carder,
ASQ’s Vision
Susan Peiffer HSHS Sacred Heart Hospital Bernie Carpenter, L.N. Prabhu Chandrasekaran,
ASQ will be the thought leader
Gideon Roth Cabiran Ken Cogan, Linda Cubalchini-Travis, Ahmad
and community of choice for individuals
Paulo Sampaio Universidade de Minho Elshennawy, Sureshchandar G.S. Mark Gavoor,
and organizations seeking excellence
Lars Sorqvist Sandholm Associates Kunita Gear, Daniel Gold, T. Gourishankar,
through quality.
and the Royal Institute Roberto Guzman, Ellen Hardy, Lynne Hare,
of Technology Victoria Jones, Trevor Jordan, Ray Klotz,
ASQ Administration
Wanda Sturm Bearded Fox Brewing T.M. Kubiak, William LaFollette, Scott
CEO William J. Troy
Company Laman, Pradip Mehta, N.S. Narahari, Arind
Vijai Venkata Daikin Parthasarathy, Larry Picciano, Gene Placzkowski,
Senior Leadership
Allen Wong AKW Consulting LLC Tony Polito, Peter Pylipow, Imran Ahmad Rana,
Chair Benito Flores, Universidad De Monterrey
Narahari Vittal Rao, John Richards, James
Chair-Elect Austin Lin, Google
Administration Rooney, Ayman Sakr, Brian Scullin, Abhijit
Past Chair Elmer Corbin, IBM Corp.
William J. Troy, CEO Sengupta, Amitava Sengupta, Mohit Sharma,
Treasurer M ark Moyer, Moyer Consultant
Seiche Sanders, Publisher A.V. Srinivas, Adrian Tan, Joe Tunner, B.
Group, LLC
Vaithiyanathan, Manu Vora, Keith Wagoner,
GCC Sylvester (Bud) M. Newton Jr., BBCS LLC
QP Editorial Review Board Jack Westfall, Doron Zilbershtein
TCC Daniella A. Picciotti, QMS Alliance
Randy Brull, Chair
To promote discussion of issues in the field of quality and ensure coverage of all responsible points of view, Quality Progress publishes articles representing conflicting
and minority views. Opinions expressed are those of the authors and not necessarily of ASQ or Quality Progress. Use of the ASQ logo in advertisements does not necessarily
constitute endorsement of that particular product or service by ASQ.
• Manager of Quality/
Organizational
Excellence
• Quality Inspector
• Quality Technician
• Reliability Engineer
• Supplier Quality
Professional
GET YOUR
ASQ CERTIFICATION
Looking for a way to stand out in 2019? ASQ certification can help with
that. Choose from 18 certifications that are sure to not only differentiate
you from your competition, but can also result in a higher salary or help
land a promotion. It’s time to become a recognized expert in your field.
Apply for the November 2019 exams today!
If you’re like me and have a strong quality and process You also get to meet and network with other judges who
Photo: asq.org/programs/team-excellence/judges
improvement background, apply to be a judge. Not only will represent other Fortune 500 organizations in varied indus-
you add value to ASQ’s ITEA judging process by sharing your tries. As a true quality professional would say, the judging
experience, expertise and insights, you’ll also aid your own process is a perfect way to continuously improve your overall
personal growth.2 Being a judge gives you a ringside view standing in the quality profession.
of the whole process. If you later decide to participate as part
REFERENCE AND NOTE
of a team, you are well versed in the criteria and how they 1. ASQ, “Team Excellence: Judging Process,” asq.org/programs/
are judged. team-excellence/judges.
The entire judging process is a microcosm of teamwork and 2. For more information on the International Team Excellence Award
application process or how to become a judge,
consensus building. I appreciate that as the biggest takeaway visit asq.org/programs/team-excellence.
from the judging process. The preliminary round of judging
involves critically analyzing the participating teams’ presenta-
tions. As a judge, I had to summarily digest the context of the Narahari Rao is a business process
presentation quickly while scoring for each criterion. During architect at Schlumberger in Houston.
the consensus period, if your scoring differs from that of your He holds a master’s degree in mechanical
engineering from Texas A&M University
fellow judges, you must explain why you scored in that way in College Station. He is a member
and listen to the other judges’ perspectives. of ASQ.
W O R K P L A C E C U LT U R E
Organizational Culture
Causes Stress, Survey Says
Nearly six out of 10 employers admit they must increase firm offers support now compared with just over half when
focus on helping their staff build resilience, and 66% say MetLife first researched the issue.
organizational resilience must be driven by the organization’s What employees feel is real, and despite views from man-
leadership, a recent survey showed. agement that they are taking action, it is clear that more must
But more than one-third of employers (34%) also admit their be done, said Adrian Matthews of MetLife UK.
organization’s culture creates stress at work, and employees “This shouldn’t deter employers. While some programs come
questioned for the study say employers are not honest during with a cost, many initiatives can be created and implemented
recruitment about the demands on staff and the impact in stress. that do not,” Matthews said.
The new report, titled “Mental Health and Stress: Building Some strategies outlined in the report include focusing
Employee Resilience in the Fourth Industrial Revolution” and on the role of the line manager and recognizing the pressures
compiled by MetLife UK, also highlights progress in address- they are under by supporting them with training and employee
ing the issue of stress at work: 64% of employees say their assistance programs.
WORK ENVIRONMENT H E A LT H C A R E
A S Q C E R T I F I C AT I O N
Doing It! Diverse experiences, united purpose strengthen the women of quality
Nicole Radziwill
Vice president of quality and supply chain practice
Intelex Technologies Inc., Toronto
She has spent 21 years in quality and holds a doctorate in quality systems and technology management.
I was introduced to the quality field serendipitously. quality department, staffed with lean and Six Sigma
It was my third job out of college, and one that practitioners. The department celebrated wins loudly
wasn’t specifically focused on quality. As a systems whenever it made a process more efficient or effec-
analyst for the National Oceanic and Atmospheric tive, saved the organization money or launched a
Administration weather forecast lab, I helped a scientist breakthrough improvement. The staff was having
scale a 60-site observing system to 1,000. Scaling so much fun. I wasn’t part of their department—
up any operation is a challenge that involves peo- but I wanted to be just like them.
ple, processes and technology. In this case, it also I didn’t enter the quality profession—it found me.
included what we’d now call big data. My officemate, I know this is a common refrain in our community.
an ASQ member, taught me the value of structure I have to admit, I didn’t notice the gender issues
and process in tackling such a huge challenge— in my jobs until much later because (for me) they
which made us more productive and innovative. manifested as small things—requests for me to take
I was intrigued. notes in meetings, bring the snacks for the group
A year later as a software development man- events, focus on project management instead of tech-
ager for a telecom organization, I applied all the nical work or do the touchy-feely work of managing
lessons my former officemate taught me to my conflict resolution in teams. I missed some opportuni-
new team. This same organization had a dedicated ties as a result.
59.9%
Women earn more than half
of all master’s degrees
I have never felt overlooked in my quality positions because of gender. Being a woman has helped me as an
My approach always has been to produce at the highest level. This has auditor and as a consultant. There were
worked well so far. Where I did have an issue was with my ASQ fellow always a few people who would chal-
nomination because none of my quality positions ever had the word lenge my knowledge and ability to
“quality” in their title. It was not until I associated each position with stand firm when a nonconformity was
a component of ASQ’s manager of quality/organizational excellence identified. However, my gender allowed
body of knowledge that my nomination package advanced beyond others to be more open to my questions
administrative screening. I don’t see bias in gender; I see it in whether when auditing and my suggestions
we use the language of quality versus the language of business. when consulting.
Binafza Bhattacharyya
Corporate quality senior engineer
Tenneco, Grass Lake, MI
She has spent seven years in quality
and is an alumnus of ASQ’s Emerging
Quality Leaders Program.
ng i ne eri n g
23 Wo m e n i n E
Day
Binafza Bhattacharyya
I like to say that the quality profession found me. I used It would have been good to know of the opportunities
to work in a production chemistry lab when I learned that exist in the quality field earlier in my journey.
about quality engineering. My interest grew in the field, The advice that I would like to share with women
and I became a quality engineer for the product that is to be open to trying new things and always say yes
I was previously manufacturing. to a new opportunity that comes your way. It is through
In general, quality engineering and quality principles doing that you will find your strengths and grow your
are not typically highlighted in college curriculums. career on your terms.
Nicole Radziwill
If I were restarting my career in quality, there are some ++ Seek out people willing to help you grow. Ask them reg-
things I’d absolutely do the same and others I’d do differ- ularly for feedback on your work as well as your personal
ently. Here’s some advice I’d give other women beginning effectiveness. When I first started in aerospace, my best
their careers in quality: mentors were male engineers approaching retirement.
++ Join ASQ and participate in your local section. Join They loved showing what they knew to someone who
at least one division that aligns with your interests soaked it up like a sponge.
and industry. Be active in both. You learn by volunteer- ++ There were few female executives when I started my
ing to take on assignments. career in quality, so I didn’t have any role models for
++ Get at least one ASQ certification. many years. I read books about differences in speak-
++ Attend the ASQ World Conference on Quality and ing, vocabulary and body language between genders.
Improvement. Be strategic in selecting the sessions I forced myself to practice making changes to my
to attend. Commit to bringing at least three or four unconscious preferences to enable me to be more
good ideas back to use in your job. effective in meetings and presentations. Join Toast-
++ Read about quality principles, tools and methods. Find masters or find other forums to master your ability
ways to apply them. Learn and become competent in to speak in public.
basic quality tools. You create opportunities for yourself ++ Learn how to translate quality speak into the language
when you demonstrate that you’re a problem solver and of business. Learn how to read your organization’s
not just a problem finder. financial reports. If your organization is publicly traded,
++ If your organization offers tuition reimbursement listen to the quarterly calls your executives have with
or other assistance in outside education, take full the analysts who cover the organization. In less than
advantage of that. It demonstrates that you’re a life- an hour, you’ll learn what pressures your industry
long learner, as well as provides you with additional and organization face.
knowledge. ++ Become involved in your state or region’s Baldrige-
++ Be an early adopter of organizational change. Execu- based program as an examiner. The experience will help
tives get enough cynicism and pushback. They welcome you see the bigger picture in organizations—the Big Q
people who want to get behind a new initiative. and not the little Q. Executives live in a Big Q world.
Don’t go into quality “as a woman,” but I spent the early part of my career trying to fit in by
as a qualified professional: head high wearing polo shirts, work jeans and boots. Today,
and shoulders back. I wish I had the I wear clothing (and jewelry!) that makes me feel like
same wisdom 30 years ago that I have myself vs. someone else.
amassed now. Self-confidence and assur- For women entering the quality profession, bring your
ance are something we must develop entire, confident selves to your role. Maintain a strong
through experience and learning. I wish professional network and ask the hard questions when
my sisters in quality all the best. May they situations arise. Focus on bringing value to your team
find the same happiness in quality as with your unique strengths. Be an expert in your field
I did. It is a journey, not a destination. in addition to seeking advancement opportunities.
Never a Job
Too Small
Sejal Patel Chitre
Senior manager, regulatory affairs
Terumo Medical Corp., Edison, NJ
She is an alumnus of ASQ’s Emerging Quality Leaders Program
and has spent 15 years in quality.
Thomas Edison once said that “Genius is 1% engineer. Then I had a hybrid quality/reg-
inspiration and 99% perspiration.” I had ulatory role in which I was responsible for
a professor in college who used a similar change management, design control, risk
quote in his lecture every week and told management, regulatory submissions, correc-
us, “Engineering is 1% inspiration and 99% tive and preventive actions and audits. There
perspiration.” Well, you guessed it, my are many projects I worked on that required
philosophy is that “Quality is 1% inspiration some degree of inspiration and innovation.
and 99% perspiration.” However, most of my success was achieved
As far as gender is concerned, being through perseverance and perspiration.
a woman in quality gives me an advantage As a quality leader, I strive to instill similar
because my mind, body and soul are made values in my department, across all gen-
to endure the challenges and obstacles ders, ages, and experience and education
that one may face in the quality world. levels. I tend to preach to my team that there
As a woman, I’ve been trained to work hard always is a better, more efficient solution to
for the goals I set for myself, stand up for our current systems. We just need to be cre-
what I believe in and think outside the ative and work hard to attain these solutions.
box to solve everyday issues that come My advice for women looking to join
my way. the quality field is that no job is too small
In the same respect, I can use or beneath us. Take the time to explore
these skills to solve quality issues the different areas and levels of quality.
that arise in my industry, organi- It helps to see how they are all intercon-
zation and department. nected. When you decide which area is
I have spent the past 15 years the best fit for you, you will have a better
in various quality roles in understanding of how to communicate
the medical device indus- with the other areas of quality, as well
try. I started as a quality as with other departments.
In January 1994, I started my first job So indeed, it does feel like there make photocopies, smoothly
as an assistant professor in a statistics has been great progress in breaking make a joke of it (“Oh sorry, that
department. I was the first female down some of these barriers. is above my pay grade”). Be clear
faculty the department had ever Over the years, I have received you won't do it, but also that it's
hired, and it was a difficult start to my important advice that has helped me not a big deal.
career. My colleagues were generally along my career path. Here are some ++ When you are not being treated
nice people, but thought they should of the most helpful suggestions: fairly, remember that it can often
talk to me about gardening and hav- ++ Anticipate situations and be pre- be more about the person dishing
ing children (I was single at the time). emptive about chronic problems. out the treatment or society
I was thoroughly unprepared for If your boss has the wrong impres- norms than you. I found Virginia
how I would have to prove myself at sion about some aspect of your Valien’s Why So Slow2 to be a
every turn, to show that I belonged work, find a way to start a conver- well-documented discussion of the
and that they could treat me the sation about a situation where this systematic biases that women face
same way they treated their other perception is wrong. Never go into in the workplace, with some strat-
colleagues. In 1996, I joined the a meeting without knowing what an egies to lessen their impact.
statistics department at Virginia ideal outcome would be for yourself. ++ Learn how to say no when your
Tech, again as the first-ever female Look for opportunities to nudge the plate is already full or if volunteer-
faculty member, and was welcomed conversation in that direction. ing is not to your advantage.3
as a valued, equal member of the ++ Lean in (as Sheryl Sandberg rec- ++ Pay it forward by coming to the
department. In 2004, I moved to Los ommends in her book by the same defense of a colleague in an awk-
Alamos National Laboratory in New title1). Accept a challenge that you ward position. A workplace where
Mexico, where more than 35% of the feel is a stretch for your current people look out for each other has
statistical sciences group was female. skills and prove to yourself that a lot fewer confrontations.
While my progression was you can master it.
defined by the sets of colleagues ++ Practice confidence. Confide your REFERENCES
1. Sheryl Sandberg, Lean In—Women,
with whom I have shared my pro- weaknesses or insecurities only Work, and the Will to Lead, Knopf, 2013.
fessional journey, I do feel that it is with a small, carefully selected 2. Virginia Valien, Why So Slow,
typical of my generation of female group of friends. Massachusetts Institute of Technology
Press, 1999.
statisticians. Happily, for most of my ++ Learn how to push back on gen- 3. Linda Babcock, Maria P. Recalde
younger colleagues, they look at me der-specific inappropriate requests and Lise Vesterlund, “Why Women
in amazement or disbelief when without causing confrontation. For Volunteer for Tasks That Don’t Lead
to Promotions,” Harvard Business
I share stories of being the only example, if one of your colleagues Review, July 16, 2018, https://tinyurl.
female faculty member. asks you to bring him coffee or com/hbr-women-volunteer.
Not only am I a woman, but I am When I started out in quality allowed me the privilege to help
also a Caribbean-born woman of many years ago, I was the only young women interested in sci-
color. My African ancestry stems female for a long time in the lab. ences across continents.
through the veins of Jamaica. From the beginning, I always have I've felt obligated to give back
I come from a family who believed been comfortable working along- to the community of women
in the power of education. side men and others who don’t interested in science and, most
My parents instilled in me from look like me. When I think about importantly, quality. I want to
a young age that receiving high the state of quality for women, impart wisdom to the next gen-
marks through schooling would I feel that all women—no matter eration and realize now that what
ultimately shape my destiny. their heritage—can have the I share is a part of my legacy that
I started in quality by a quirk opportunity to be in quality. I leave in the realm of quality.
of fate. Taking advanced classes Throughout my 35 years within The more women who have
in high school allowed me an the industry, I have seen a lot of leadership roles, the better. I want
opportunity to work for a reputa- changes, with more women pur- to see more women reaching back
ble company, Colgate Palmolive. suing careers in STEM. I have seen into the community and bring-
At the end of high school, the a shift now more than ever where ing others with them to succeed.
company offered me a job as there are more women than men What blocks more women leaders
a quality control (QC) analyst in labs. However, the number of in quality is the attitude that we
because of my work in chemistry women pursuing quality is smaller. can’t all have a seat at the table.
and math. I worked in the QC lab What’s somewhat dishearten- We have seen often in our history
and put myself through college. ing is the lack of women in senior that this simply is not true.
I earned a medical technology leadership roles, particularly As I impart my knowledge of
degree and another in applied women of color, within the realm quality standards and excellence,
science and technology. of quality in the executive suite. I want every woman that I mentor
The medical technology degree Part of my analysis over the and interact with to remember
taught me patient safety and past 15 years is recognizing that that where they started got them
proper documentation. I'll never a new generation of quality folks to where they are today. Where
forget how one professors will replace my generation. As a they are today is because of
stressed that our data were result, I started mentoring women another woman in quality who
admissible in court and patients’ who showed interest in quality. took the courage to push beyond
lives were in our hands. During I never had a mentor, and I felt my the barriers to create a space for
these internships, I realized I fit life would have gone differently her. We must adopt the motto,
easily in the quality world. if I had one. Mentoring has “Each one, teach one.”
My first job in quality was as a formalwear con- This experience was a major factor that led
sultant for Nedrebo’s Formalwear in Madison, to the creation of the ASQ Women in Quality
WI. The expectation was that we give every Network in 2007.1
customer the same level of service, regardless The advice I would give to women entering
of whether we were dealing with a groom’s the quality profession today is never stop
father or a “prom boy.” learning and developing your skills. While
We had a full day of off-site training on I don’t believe that gender is as much of
customer satisfaction and how to engage a factor in today’s workplace as it was 20
customers in ways that exceeded their expec- years ago, having the knowledge and expertise
tations. Many people believe that if quality to be confident in your job can help create
is not in their job title, they are not in quality. a more level playing field.
It is not currently in my job title and hasn’t been That confidence allows you to walk into the
for more than 10 years. In fact, I didn’t realize room and expect to be treated as equal. When
until much later in my career that my first real I’m on a team, I want to work with people who
job really put me on the path that I’m on today. know what they are doing, or who are willing
Early in my career, I didn’t realize that I might to learn what they need to know to be success-
be treated differently as a woman in a techni- ful—regardless of gender.
cal role until I came to my current organization. A final piece of advice—my favorite secrets—
The first project I worked on involved a cus- from Kate White, who wrote The Nine Secrets
tomer team and an external design firm. The of Women Who Get Everything They Want2:
customer and their design firm each brought “1. Covet thy neighbors’ things.
a male engineer out of retirement to work on 4. Wear your heart on your sleeve.
the team, and these men worked to convince 6. Never mind your own business.”
the others on the project they didn’t need to
listen to my feedback regarding ensuring that NOTE AND REFERENCE
parts met the design and quality requirements. 1. The ASQ Women in Quality Network can be found
at www.linkedin.com/groups/1818524.
When the first article inspections were rejected, 2. Kate White, The Nine Secrets of Women Who
suddenly my opinion became important. Get Everything They Want, Century, 1998.
DATA:
GUI
Until Proven
Innocent
28 QP September 2019 ❘ qualityprogress.com
LTY
Just the
Facts
Accurate, reliable
data are essential
when making busi-
ness decisions,
and the quality
of data is only
as good as the
system or process
used during data
collection.
Measurement
system analysis
(MSA) techniques
evaluate the accu-
racy and precision
of the system’s
data outputs, but
sometimes stan-
Anthony Harvie via Getty Images
dard techniques
can’t be used.
An alternative
Use alternative measurement system analysis MSA method
involves auditing
techniques to avoid making erroneous decisions and identifying
problems within
with costly business results | by Jamison V. Kovach the measurement
processes and
implementing
solutions to
improve them.
The information necessary to support effective data outputs and quantify the amount of variation due
decision making, monitor performance and appro- to the measurement process.14 Standard MSA techniques
priately allocate resources within organizations is include gage repeatability and reproducibility studies and
derived from measurements. Hence, measurement attribute agreement analysis.15 For measurement systems
is a critical management activity. Measurements found to be inadequate, it is critical for organizations to
of product quality and process performance drive improve the measurement process to ensure data qual-
organizational decision making with respect to ity and integrity, especially when these data will be used
whether products and services adequately fulfill in a process improvement project.16
customer requirements and what corrective actions In situations in which standard MSA techniques cannot
are needed to improve performance.1 be used, practitioners frequently struggle to ensure data
Data collected through measurement activities quality and integrity. To enhance decision making and pro-
provide support for improvement efforts. In process cess improvement efforts, an alternative MSA method can
improvement projects, these data are particularly be used in situations in which standard MSA techniques are
useful in terms of establishing a baseline of the cur- not applicable. This method involves documenting, auditing
rent process performance, modeling cause and effect and identifying problems within measurement processes,
relationships and monitoring process performance.2 and implementing solutions to improve them.17 This process
Because all data are obtained through some is purposefully nonprescriptive so it can be adapted easily
type of measurement activity, the quality of the for use in a wide range of situations.
data obtained is only as good as the measurement
system or process used during collection.3 Unfortu- Document the measurement process
nately, data generated by these systems and stored Flowcharts commonly are used to document processes.
in organizational databases and spreadsheets often So why should documenting a measurement process be
go unquestioned.4 Instead, it is simply assumed any different? It’s not. What’s different is getting those
these data are valid and reliable.5 tasked with analyzing a measurement system to view
This assumption, however, fails to recognize the it as a process. That is, it’s not unusual for the first draft
potential for measurement bias due to variation in of a measurement system flowchart to have just one step—
the measurement system itself.6 Hence, “[m]onitor- for example, download data from the database.
ing a process using a highly variable measurement In reality, a measurement system encompasses the
system is like watching a parade through binocu- entire process through which data are collected, stored
lars that are out of focus.”7 and retrieved. Hence, documenting a measurement system
Organizational resources will be wasted if they requires breaking down the barrier that typically separates
are directed at fixing an issue in a process when the front end (the original source of the data) from the back
the problem stems from variation due to the mea- end (the database or spreadsheet) of a measurement process.
surement system. In addition, using inaccurate or This task is particularly challenging when those analyzing
inadequate measurements that are believed to be the measurement system have no background regarding
satisfactory likely will lead to erroneous decisions.8 where the data come from because previously collected
Examples of such decisions include spending more data often have little-to-no documentation of the process
money than necessary on process controls, rejecting that produced the data, how samples were obtained or how
a product that is actually good quality or initiating values were assigned to the samples.18 This information,
an improvement project to solve a problem that isn’t however, is important to know before using data to make
really a problem.9 decisions. Helpful questions to facilitate this work include:19
While as many as 50% of measurement systems ++ What data are collected?
must be improved, these systems tend to be one ++ Why are they collected?
of the least-analyzed processes.10, 11 Without some ++ Who collects the data?
assessment of uncertainty, a measurement result ++ When are they collected?
alone is incomplete.12 Hence, a fundamental step ++ How are they collected?
in any process improvement project is to analyze ++ Where are they stored?
the measurement system.13 ++ How are they manipulated?
Measurement system analysis (MSA) techniques ++ Are calculations performed?
evaluate the accuracy and precision of the system’s ++ How are they retrieved?
FIGURE 1
Contact
appropriate Account
Account department appears in Information
Patient ready for No Code required
and request billing team’s
discharged billing? itemized bill complete?
missing/ work queue
incomplete (in EMR)
information
Yes Yes
Denial
appears in Can
Send bill to Claim No collection claim be No
insurance approved? team’s work appealed?
provider queue (in
EMR)
Yes Yes
Send required
proof/
Receive documentation
Claim Yes Close patient’s
payment to insurance
approved? account
provider
No
Consider a hospital’s system for measuring insurance submitting additional documentation when claims
claim denials. Initially, a process improvement project are denied.20 As a result of this process, insurance claim
team tasked with reducing insurance claim denials may denial information is stored in the hospital’s EMR and
consider only the back end of the measurement process can be downloaded as needed.
in which the number of denials is stored and downloaded
from the hospital’s electronic medical record (EMR). Audit the measurement process
As shown in Figure 1, however, the actual measure- and identify problems
ment process begins when a patient is discharged, and Auditing a process typically involves reviewing, check-
it includes collecting and processing the patient’s billing ing or verifying the process steps in some way. When
information, sending the bill to the insurance provider, auditing a measurement system, the goal is to evaluate
receiving notification of approved-denied claims and the accuracy and precision of the system’s data outputs.
FIGURE 2
60
40
20
100
335
160
108
105
149
103
142
145
128
116
112
131
40
60
44
80
46
64
94
50
20
30
48
66
70
54
42
68
34
89
24
56
62
26
36
58
85
97
76
82
28
38
78
22
52
32
74
10
14
16
91
18
12
0
4
6
8
2
Yet doing this can be challenging, especially when standard for a patient visit to last less than 10 minutes. Hence,
MSA techniques are not applicable. the fact that 35% of the measurement system’s data
To address this issue, several alternative approaches outputs ranged from zero to nine minutes indicated
for checking or verifying the quality of the data obtained there was a problem with the accuracy of the mea-
through a measurement process are suggested. The following surement process.23
methods and their corresponding characteristics are shown Repeated measurements: Another way to check
in Table 1 (p. 34). the accuracy of the data outputs from a measure-
Expert review: A simple method for checking whether the ment system is to repeat the measurements to see
outputs of a measurement system make sense is for subject whether multiple values agree.24 For instance,
matter experts to review the outputs to identify potential if a process is audited by directly observing it,
inaccuracies in the data.21 Inaccuracies may include grossly the manually recorded measurements of process
atypical values, missing information, and results or trends performance can be compared to those gener-
not aligned with the technical background of the problem.22 ated by the measurement process that are stored
Consider, for example, measurements of patient cycle in a database and spreadsheet.
time (or the time from check-in to check-out) for a federally In an improvement project to reduce patient
qualified health center (FQHC) that ranged from zero to 335 cycle time for a small healthcare clinic, team mem-
minutes, as shown in Figure 2. Given their knowledge about bers observed the clinic visit process and manually
this process, those working in the FQHC knew it was unrealistic recorded the patient check-in and check-out times.
Reconciliation: Reconciliation is another method to identify and prioritize the causes of failures in terms of the
to check the accuracy of data values, which can be risk of generating inaccurate and imprecise data outputs.
performed manually or automatically. In accounting, Consider the measurement process illustrated in Figure
this process involves ensuring there is agreement 1 as an example. As shown in Table 3 (p. 36), the process
between two different sets of records, such as account improvement project team used PFMEA to analyze key steps
balances. For measurement systems, an example in this process that could lead to the number of insurance
of a reconciliation process could entail compar- claim denials in the EMR being inaccurate. While the number
ing two known values to identify discrepancies. of claim denials in the EMR being inaccurate is fairly severe
If discrepancies are identified, this signals a problem (from the perspective of analyzing the measurement system),
with the accuracy of the measurement process. the majority of the causes for the failures identified tend
Consider, for example, the billing department to occur rather infrequently. Hence, this analysis resulted
of a small, community-based hearing clinic that per- in identifying few high-risk items, which suggested there
forms reconciliation on a monthly basis. As shown were minimal issues in the measurement process causing
in Figure 3 (p. 33), this process involves comparing problems with data accuracy.
patient invoices stored in the EMR to the patient As denoted in blue in Table 3, the highest risk of failure
appointments recorded manually in clinicians’ logs. was claim denials not appearing in the collection team’s work
In this case, if a patient visit is listed in a clinician’s queue in a timely manner, which led to the number of claim
log but there is no invoice stored in the EMR, the denials in the EMR temporarily being inaccurate. To improve
patient is invoiced. Therefore, this reconciliation the measurement system, the project team could implement
process helps ensure all patients have been invoiced additional mechanisms to improve the timeliness of commu-
for services rendered so the data regarding invoices nication with insurance providers regarding claim denials.
are accurate in the EMR. Mystery shopper: Mystery or secret shopping is another
Process failure mode and effects analysis way to audit a process. Because the establishment being eval-
(PFMEA): PFMEA commonly is used to analyze uated does not know the mystery shopper’s identity or the
processes. So why should analyzing a measurement purpose for his or her visit, this approach provides a unique
process be any different? It’s not. But if those tasked way to measure service quality without the bias typically
with analyzing a measurement system do not view induced when someone knows they are being evaluated.
it as a process, it’s unlikely they will consider using An adaptation of this method can be applied to evaluate
a process analysis method like PFMEA. Of course, after a measurement system such that the system is used, but no
the details of the measurement process have been one working in the measurement process knows the system
documented, aspects of the process can be examined is being audited.
TA B L E 1
Expert review X X
Repeated measures X X X
Observation agreement X X X
Reconciliation X X
Process failure mode and effects analysis (PFMEA) X X
Mystery shopper X X
Internal checks and balances X
TA B L E 2
Independently recorded
It’s best to always assume data are guilty until
proven innocent to avoid making erroneous
decisions that can have costly business results.
measurements of wait time
For example, consider a process improvement project
to reduce the time for maintenance requests to be com-
for two observers
pleted. To determine whether the request completion dates
stored in the maintenance database were accurate (that is, Wait time in line (minimum)
Person in
they reflected the date the work was completed), the proj- line
ect team members submitted a maintenance request to fix Observer 1 Observer 2
a broken water fountain in their building. 1 2.63 2.62
Each day, they checked to see whether the water 2 3.15 3.17
fountain had been fixed. After it was, they looked in the
3 4.05 4.05
database to see whether the maintenance request had
4 4.92 4.88
been closed. In this case, discrepancies noted between
the date they observed the water fountain was fixed and 5 7.27 7.27
the completion date for that request stored in the main- 6 13.10 13.00
tenance database signaled a problem with the accuracy 7 11.82 11.82
of the measurement process.
8 13.66 13.63
Internal checks and balances: Internal checks and bal-
9 11.82 11.83
ances in a process effectively audit the process by having
someone check and, if needed, correct a previous step 10 10.05 10.05
in the process, which typically is performed by someone 11 7.38 7.41
else. As opposed to an expert review of the data after the 12 7.70 7.70
fact, this type of process audit often is considered a form
13 3.58 3.60
of in-process inspection because the data are reviewed
14 1.90 1.92
and corrections are made in real or near-real-time.
TA B L E 3
Mistake made by
8 2 None. 10 160
insurance provider.
Send incorrectly
Claim approved 8 coded bill to 2 None. 10 160
when it should insurance provider.
have been denied. Mistake made by
8 2 None. 10 160
insurance provider.
As shown in Figure 4 (p. 33), consider a payroll process Implement solutions to improve
in which a supervisor reviews and, if needed, corrects errors the measurement process
in employees’ time cards prior to generating their paychecks. As a result of auditing a measurement system, issues regarding
This process helps ensure the data regarding the number of inaccuracy and imprecision of the system’s data outputs often
hours worked by employees are correct to prevent payroll errors. are identified. Therefore, the next step is to fix these problems.
Just the
Facts
This case study
describes how
a university used
lean Six Sigma
to improve the
success rate of its
online students,
known as distance
learners.
The university
implemented
tools that allowed
instructors to
identify struggling
students early
in the semester
and provide
the students
with additional
support. The uni-
Lean Six Sigma (LSS) merges process optimi- versity’s efforts to LSS. LSS began as a quality protocol in manufac-
reduced online
zation (Six Sigma) and waste elimination (lean) course failure turing environments in the 1970s and expanded into
practices. By controlling variation, customers ulti- rates from 14% healthcare and other corporate settings over the
to 4%.
mately receive predictable services. This does not ensuing decades. Today, it’s finally being adopted
ensure customer satisfaction, however, because in educational settings.
processes still can be off target. Customer needs Adoption in higher education has been slow
must be understood clearly before processes because there are translation challenges and general
are optimized. resistance to corporatizing education. However,
LSS provides public visualization of key process higher education entails myriad processes that can
metrics so everyone can participate in quality assur- be made more efficient, which is what LSS is all about.
ance. Involving everyone who touches a process In higher education, customers include students,
in continuous quality improvement is fundamental faculty, staff, employers, graduate schools and society,
for example. Wastes include dropout students, unfilled ++ Involving and equipping the people in the process.
classrooms, redundant paperwork, unclear assignments ++ Undertaking improvement activities systematically.
and bureaucracy, just to name a few. Thinking in terms As these principles guide institutions to perfect processes,
of process optimization is a novel lens for academics there is an added benefit of building strong teams. A key ingre-
to find new and better ways of educating students. dient in all LSS activities is corporate ownership of continuous
Some LSS principles include: process improvement. Corporate and sustained ownership
++ Focusing on the customer. requires effective communication and monitoring plans.
++ Identifying and understanding how the work gets
done (the value stream). Worthy problem to address
++ Managing, improving and smoothing the process flow. This article describes the effort of a Western four-year, public
++ Removing nonvalue-added steps and waste. university to create a visualization that allows instructors to better
++ Managing by fact and reducing variation. monitor and manage the quality of their online courses.
The compelling problem was that distance education— Authors Jiju Antony, Netasha Krishan, Donna
or online courses—had a failure rate of 14%, whereas the failure Cullen and Maneesh Kumar list a dozen barriers pre-
rate for campus courses was only 8%. In addition, online with- venting higher education institutions from adopting
drawals exceeded campus withdrawals, such that the overall LSS, “a powerful methodology for achieving process
success rate for online students was 78%, while the campus efficiency and effectiveness resulting in enhanced
success rate was 87%. The gap in success rates was a worthy customer satisfaction and improved bottom line
problem to pursue, and the university needed a system to results.”4 Barriers include lack of visionary lead-
identify struggling students early to activate extra support. ership and management support, lack of process
The university had an existing program called “Early Alert” thinking, challenges translating LSS from the man-
that engaged retention mentors as secondary support for strug- ufacturing environment, lack of openness and trust,
gling students. However, the program wasn’t widely adopted communication silos and lack of resources, among
by faculty—only 14% of online faculty used it. Retention mentors others. The authors’ list of critical success factors
were staff who personally reached out to struggling students is also noteworthy:
to offer resources and support. Unlike instructors, retention ++ Uncompromising top management support
mentors had access to all the students’ courses and advisor and commitment. It is impossible to launch
notes to view situations holistically. But instructors weren’t an LSS initiative without this.
capitalizing on this important secondary support. ++ Effective communication at all levels—verti-
The university wanted to improve student success in its cally and horizontally. There must be a common
online courses to match or exceed campus-based success language for change and improvement.
rates. And although the university provided an important ++ Strategic and visionary leadership. This includes
resource to support struggling students through retention sufficient resources for the work, a clear strate-
mentors, only 14% of online faculty used it. By providing gic plan stating the goals of the initiative, and
a tool to gather early student feedback about courses, a reward and recognition system.
instructors could make adjustments to better meet student ++ Developing organizational readiness. Provide
needs and, as appropriate, involve retention mentors so more training for employees to use LSS tools.
students could complete their online courses successfully.
Problem:
Fishbone analysis Students are
failing online
courses
Curriculum Process
++ Project selection. This is the most important critical declining college completion rates and lack of accountabil-
success factor. The project must be aligned with criti- ity for student achievement.7
cal needs, and it must be measurable.
++ Culture. How can the higher education institution ensure Assessing quality in online learning
a world-class learning experience for the student?5 Sir John Daniel, a distance education pioneer, coined the
To aid in translating LSS to higher education settings, term “iron triangle” to describe the tradeoffs institutions
Quamrul Hasan Mazumder models DMAIC and demon- face when trying to improve access, cost and quality
strates the adaptation of several LSS tools, including a simultaneously. Daniel put forward the potential for
process map with suppliers, inputs, process, outputs distance learning to break the iron triangle and enable
and customers, cause and effect analysis, and failure institutions to reach more students at lower costs and
mode and effects analysis.6 He describes the process of higher quality. Daniel defines quality in terms of stu-
taking an incoming student and producing an intellec- dent achievement on standardized exams rendered via
tual graduate through a series of steps and provides assessment experts.8
examples of educational wastes, including excessive use Heather Kanuka and Charmaine Brooks updated Daniel’s
of prerequisites, repeating content in multiple courses, triangle to include stakeholders associated with each vec-
spoon feeding and teaching obsolete concepts. tor: faculty care about quality, students care about access
Finally, an article in an ASQ Higher Education Brief pro- and administrators are focused on costs9 (see Figure 1).
motes an LSS program for higher education to address Of course, students also are concerned about cost and
the nation’s wicked problems of rising tuition costs, quality, but they are the primary drivers to expand access.
Along each side of the triangle, a dynamic tension exists as design and only 11% on course delivery, yet faculty
priorities require alignment. For example, Kanuka and Brooks may benefit from guidance on how to effectively
attribute faculty resistance to online learning to administra- deliver the online courses dynamically. This “import-
tors pushing cost-savings agendas despite faculty concerns ant chasm between online course design and online
about the efficacy of online learning. On the flip side, faculty delivery” may contribute to an overall lower quality
seek workload support and resources to develop and deliver student experience.14
effective online courses, which increase costs.10 Many factors determine the effectiveness of a
At the University of Central Florida (UCF), the iron trian- university’s online operations, including planning,
gle was broken as the institution experienced impressive quality assurance, faculty development, online
student achievement in its online programs amidst rapid course design and pedagogy, student retention,
growth. Based on aggregate data from 2008 to 2011, financial management and marketing.15
students in face-to-face courses had an average success
rate of 87.7% (defining success as students earning a grade LSS case study
of A, B or C) and an average withdrawal rate of 3.1%. Stu- Many factors affect a student’s ability to success-
dents in fully online courses had a higher average success fully complete an online course, including prior
rate of 88.3%, but also a higher average withdrawal rate experience with online learning, technological
of 4.3%. Students in blended courses earned higher grades aptitude, the nature of the course (mandatory
and were less likely to withdraw than students in either or elective), the course design, instructor interaction
of the other modalities, with an average success rate and work/life/school balance, among others. At this
of 90.8% and an average withdrawal rate of 2.8%.11 institution, online students typically were enrolled
According to authors Jessie Brown and Martin Kurzweil: part time and working at least 20 hours per week.
“UCF’s efforts to break the iron triangle are notable for
their emphasis on instructional quality and faculty devel- Research questions
opment. This approach requires patience and long-term The focus of this project was reducing online stu-
thinking. It takes years to engage a critical mass of par- dent failures. The null hypothesis was: H0: Faculty
ticipating faculty, to build their capacity, and to see their awareness of student needs does not affect student
efforts affect large numbers of students and bring more failure rates.
faculty into the fold. But UCF was not attempting merely
to change policy, organizational responsibility, or funding, Methods
each of which can happen at the stroke of a pen. At the LSS follows DMAIC: define the problem, measure
root of this transformation has been an attempt to change the baseline, analyze root causes, improve the
the culture among its own faculty and staff and among process and control the process. The defined
those at its partner institutions. The gestation for this sort problem was how to reduce online course failures.
of change has been longer, but the results are substantial The baseline measure was a 14% online course
and deeply ingrained.”12 failure rate compared to an 8% campus failure rate
In a separate study, researchers Sheryne Southard and (fall 2017 data).
Mara Mooney compared 12 sets of quality rubrics for assess- The analyze phase requires a cause and effect
ing the quality of online learning, including proprietary analysis, often accomplished via a fishbone diagram,
standards such as the research-based national benchmark as shown in Figure 2 (p. 41). A fishbone analysis
Quality Matters and the Online Learning Consortium’s qual- categorizes contributing causes and, in this project,
ity scorecard, trade union standards such as the American causes related to instructor and process were tack-
Federation of Teachers, nonprofit standards such as the led by developing a one-month wellness checkup
American Distance Education Consortium, and accrediting tool (the checkup tool).
body standards such as the American Bar Association.13 The checkup tool was a nimble survey instrument
All the standards were fitted into six common areas: designed to gather early student feedback to enable
online curriculum policies and infrastructure, faculty sup- instructors to adapt their classes to better meet
port, student support, course design, course delivery, and students’ needs, and it functioned as the interven-
assessment and evaluation. While all six areas are important tion of the improve phase. Finally, the control phase
to ensuring the success of online programs, the research- involved ongoing monitoring of the effect of the
ers discovered that 40% of the standards focus on course checkup tool on student failure rates.
Meaningful
interactions with Engaging content?
peers?
Feedback to learn?
FIGURE 4
Meaningful
interactions Engaging content?
with peers?
Feedback to learn?
behind an authentication firewall. The survey results were Twenty-three faculty participated in the pilot,
displayed to instructors as radar plots along eight axes— and there were 954 usable student responses.
one for each question. Of these faculty members, 65% used the Early Alert
In the communications announcing the new checkup tool, system—a marked improvement over the prior 14%
instructors were reminded about the role of retention men- participation rate for online faculty in fall 2017.
tors and how the Early Alert system activated their support For the faculty who used the checkup tool and
of struggling students. Early Alert, student failure rates averaged 4%,
well below the 14% online failure rate in fall 2017.
Results Analysis of longitudinal change was completed
Sample radar plot results are shown in Figure 3 (p. 43) for faculty who used the checkup tool, participated
for the whole class and Figure 4 for a single student. in Early Alert and taught the same online class for
An instructor could quickly scan the radar plots to identify three fall terms. In four out of five cases, the inter-
low scores (student needs). vention reduced student failure rates.
Let’s Hear From You! and Differences Between TQM, Six Sigma and Lean,” TQM Magazine,
Vol. 18, No. 3, 2006, pp. 282-296.
2. James P. Womack, Daniel T. Jones and Daniel Roos, The Machine
That Changed the World, Rawson Associates, 1990.
3. Jerry Kilpatrick, Lean Principles, Utah Manufacturing Extension
Partnership, 2003.
4. Jiju Antony, Netasha Krishan, Donna Cullen and Maneesh Kumar,
“Lean Six Sigma for Higher Education Institutions (HEIs): Challenges,
Barriers, Success Factors, Tools/Techniques,” International Journal
Do you have thoughts about this article of Productivity and Performance Management, Vol. 61, No. 8,
you’d like t o share? Start a discussion 2012, pp. 940-948.
about it at ASQ’s new online community— 5. Ibid.
6. Quamrul Hasan Mazumder, “Applying Six Sigma in Higher Education
my.asq.org—and share your thoughts. Go Quality Improvement,” paper, 121st American Society of Engineering
to the Quality Progress Discussions tab Education Annual Conference and Exposition, 2014, Indianapolis.
and see whether a discussion has already 7. Norma Simons, “The Business Case for Lean Six Sigma in Higher
been created—or start one of your own! Education,” ASQ Higher Education Brief, Vol. 6, No. 3, 2013.
Register now with your asq.org account 8. John Daniel, Asha Kanwar and Stamenka Uvalić-Trumbić, “Breaking
Higher Education’s Iron Triangle: Access, Cost and Quality,” Change:
for access to relevant solutions, mean- The Magazine of Higher Learning, Vol. 41, No. 2, 2009, pp. 30-35.
ingful connections and interaction with 9. Heather Kanuka and Charmaine Brooks, “Distance Education in Post-
like-minded individuals. Fordist Time,” An Introduction to Distance Education: Understanding
Teaching and Learning in a New Era, Routledge, 2010, pp. 69-90.
10. Ibid.
11. Jessie Brown and Martin Kurzweil, “Breaking the Iron Triangle at the
University of Central Florida: A Case Study,” Ithaka S+R, Aug. 26, 2015,
https://tinyurl.com/yyhu6oqh.
12. Ibid.
13. Sheryne Southard and Mara Mooney, “A Comparative Analysis
Discussion of Distance Education Quality Assurance Standards,” Quarterly
Reducing online course failures was a broad prob- Review of Distance Education, Vol. 16, No. 1, 2015, pp. 55-68.
lem requiring multiple strategies, and this project 14. Ibid.
15. Alfred P. Rovai and James R. Downey, “Why Some Distance Education
tackled developing a tool to help instructors Programs Fail While Others Succeed in a Global Environment,”
identify struggling students early in the semester. Internet and Higher Education, Vol. 13, No. 3, 2010, pp. 141-147.
Early instructor awareness allowed the instruc-
BIBLIOGRAPHY
tor sufficient time to make adjustments to better Becket, Nina, and Maureen Brookes, “Evaluating Quality Management
meet student needs. It also helped the instructor in University Departments,” Quality Assurance in Education, Vol. 14,
identify students who needed to enter the Early No. 2, 2006, pp. 123-142.
Power, Michael, and Anthony Gould-Morven, “Head of Gold, Feet of Clay:
Alert system, which engaged retention mentors The Online Learning Paradox,” International Review of Research in Open
as secondary support for the students. and Distance Learning, Vol. 12, No. 2, 2011, pp. 19-39.
The team created the checkup tool with a cor- Svensson, Carsten, Jiju Antony, Mohamed Ba-Essa, Majed Bakhsh
and Saja Albliwi, “A Lean Six Sigma Program in Higher Education,”
responding Tableau visualization of confidential International Journal of Quality and Reliability Management, Vol. 32,
results on the university’s website. It was easy No. 9, 2015, pp. 951-969.
to implement the tool in online courses, which
provided early and visual feedback to instructors,
and those instructors participated in the Early Alert
system to a greater extent (65% vs. 14% participa-
tion rate).
The checkup tool facilitated early student
feedback to instructors by providing a quick pulse
on a class. Coupled with a better partnership with Wendy Athens is senior director of the
office of teaching and learning at Utah
student support services, improved student suc- Valley University in Orem and oversees
cess was realized in this pilot study. Future plans online learning and faculty development.
include expanded use of the checkup tool and She earned a doctorate in educational
technology from the University of
improved feedback to instructors using the Early Florida in Gainesville and is a certified
Alert system. Black Belt.
Getting the
for help by analyzing the data and
identifying what additional data might
be needed to solve the problem.
Luster Back
After reviewing the results of the
sequence plot (Figure 1) and the scatter
plot (Figure 2), it was clear that a dif-
ferent approach was needed. Lucas had
seen that the cumulative sum (CUSUM)
sequence plot was effective in dealing
with small trends and noisy data. The
The underused cumulative sum sequence plot can shine CUSUM sequence plot is associated with
the way by James M. Lucas and Ronald D. Snee the CUSUM process control technique.1,2
A CUSUM monitoring procedure
is typically is used to decide when a
A textile fiber manufacturing plant was the amount of water treatment needed process is in a state of statistical control.
having a production yield problem. to reduce the turbidity of the river water Here, a CUSUM sequence plot would be
On occasion, the plant was produc- to an acceptable level. The data were used as a data analysis diagnostic tool
ing yarn that was not bright enough. lagged by a week because there was to determine when shifts and trends have
The low-luster yarn was recycled, thus a week delay between flake production occurred in a process and to study rela-
reducing yields and increasing manufac- and its use in the spinning machine. tionships among different factors. This
turing costs. When low-luster yarn was The first step in the analysis was to cre- is a different use of a CUSUM, which has
produced from a vessel on a 30-vessel ate a sequence (time) plot of the vessels not been widely recognized as valuable.
machine, that vessel was removed, its removed per day versus day (Figure 1) Before applying a CUSUM to the
screens were cleaned and the vessel was to look for nonrandom patterns that low-luster problem, it is helpful to
replaced. The plant had been experienc- might suggest potential sources of the review how the CUSUM sequence plot
ing a higher replacement rate for vessels problem. No apparent trends surfaced is constructed and interpreted.
than it had observed in the past. in the plot. The smooth (average) trend The construction of the CUSUM
A plant scientist working on the showed a slight decrease in the vessels sequence plot is shown using the data in
low-luster problem thought the prob- removed beginning at about day 216. Online Table 1, which can be found on this
lem was from the flake that was melted This was encouraging. But what was article's webpage at qualityprogress.com,
to produce the yarn. There were many the cause of this downward trend? and creating the plots in Figure 3
upstream plants, including paper plants Next, a scatter plot of the vessels (p. 49) and Online Figure 1. The CUSUM
that could have been adding ingredi- removed versus the water treatment sequence plot shows the cumulative
ents to the river water that could affect levels was created (Figure 2, p. 48). sum of the deviations from a target
the purity of the flake. Plant chemists The plant scientist could not see any or reference value versus the sequence
had analyzed the river water, but they significant relationship in this scatter number, as shown in Online Table 1.3
couldn’t explain why the river water plot. This trend in this plot was in the In Online Table 1 and Figures 1 and 2,
was causing low-luster problems. expected direction, but it was not large there is a downward shift at about obser-
enough to be statistically significant. vation six. The downward shift is even
Data and initial analysis At this point, it was clear that no major more apparent when examining the
For more than a year (390 days), the relationships were apparent in the data, CUSUM sequence plot than when study-
plant scientist collected daily data, which and there was considerable variation in ing the raw data (Online Table 1 and Figure
consisted of the vessels removed and the data. Plant management decided 3). The ability to quickly detect small
2.5
Vessels removed
1.5
0.5
differences and determine the points in sequence plot separately for the number The CUSUM sequence plots show the
time when the shifts have occurred is a of vessels removed and the level of major change point in both variables
major strength of CUSUM sequence plots. water treatment (Online Figures 3 and occurred together (at about day 216).
4). The target values used in the plots Online Figure 5 shows eight different
Interpreting sequence plots were the overall average for each of the time segments identified by eyeballing
The slopes in the CUSUM sequence plot two series (0.5 for vessels removed and the different slopes of the vessels-
show the data means relative to the 179 for water treatment). The mean usu- removed CUSUM sequence plot. There
target value used. Some example slopes ally is a good reference (target) value is less visual correspondence in the two
are shown in Online Figure 2. for the initial CUSUM sequence plot. CUSUM sequence plots (Online Figures 3
The analysis of the low-luster data With this choice of reference value, and 4 for an eight-segment model than
started by constructing a CUSUM the CUSUM will start and end at zero. there is for a two-segment model with
FIGURE 2
which increases staff and management
Plot of vessels removed versus costs. In addition, the low-luster yarn was
recycled, thus creating a low yield prob-
130
Output (Y)
Output (Y)
120
110
Output (Y)
100
90
80
70
0 50 100 150 200 250 300 350 400
Sequence
trends and differences with such between the groups (p = 0.001). J ames M. Lucas is the
principal at J.M. Lucas and
small counts. The water treatment and water Associates in Wilmington,
The CUSUM sequence plot treatment by group interaction DE. He has a doctorate in
also can help you develop effects were insignificant. Thus, statistics from Texas A&M
University in College Station.
models. The CUSUM sequence seeing where in the sequence Lucas is an ASQ fellow and
plot shows a major shift at about a shift has occurred suggests a recipient of ASQ’s Shewhart
day 216. If you divide the data a model that can be used to iden- Medal and Brumbaugh Award.
into two groups (days one to tify statistically significant effects.
216, and days 217 to 390) and Consider making use of a CUSUM
compare the means of the two sequence plot the next time you are
Ronald D. Snee is president
groups with a t-test, you find tasked with interpreting sequential of Snee Associates LLC
a statistically significant effect data. in Newark, DE. He has a
of -0.28 vessels removed (p = 0). doctorate in applied and
mathematical statistics from
If you include the terms for EDITOR'S NOTE Rutgers University in New
water treatment and the inter- References listed in this column can Brunswick, NJ. Snee has
be found on the article's webpage received ASQ’s Shewhart,
action between group and water at qualityprogress.com. Grant and Distinguished Service Medals. He is an
treatment in the model, you ASQ honorary member and an academician in the
still find a significant difference © 2019 James M. Lucas and Ronald D. Snee. International Academy for Quality.
Goal Setting’s
Conflict
Resolution
What to do when business goal setting and process improvement are at odds
by Forrest W. Breyfogle III
Business goal setting is important, Leaders may be fired or reassigned tracking of a metric’s performance
but care must be taken when setting to a lesser position. against the objective, is needed.
and monitoring performance measure- A meet-the-next-month-numbers-
ments against stated objectives. If this or-else corporate policy can have Goal setting that leads
doesn’t happen, unhealthy behaviors a significant negative impact on how to the right behaviors
can occur. a business is run. The output of a process—that is, Y in
Consider an organization in which When pressure is high to meet the relationship Y = f(X)—is a function
corporate managers create monthly a monthly goal, for example, orders of its inputs (X’s). In this relationship,
goals for a manufacturing facility. from the future might be drawn into Y will have variability. This is also true
The plant manager at this work location the current month so the short-term for the monthly organizational financial
becomes responsible for meeting upper stated financial objective can be met measurements, which are affected by
management’s next-month expecta- (at perhaps great expense to the entire many processes.
tions for generated revenue or number organization). In other words, robbing A mathematical reiteration: When an
of units shipped. Peter to pay Paul. organization feels compelled to meet
Accompany this corporate monthly- This type of financial-meeting- a specific Y time value goal (for exam-
goal-setting policy, the manufacturing monthly-numbers corporate pol- ple, a monthly number), an unnatural X
plant leadership also receives periodic icy can lead to an organizational interjection is needed whenever the natu-
financial bonuses when the corporate culture in which the implementing ral variability for the current time period
numbers are met. process improvement efforts, which results in a number that is undesirable
But if financial monthly objectives can benefit the entire business, relative to the corporate objective (for
aren’t achieved, the resulting conse- is virtually impossible. example, monthly profit is lower than the
quences to the plant manager and other An alternative approach to business goal). The unnatural X interjection might
organizational leadership is unpleasant. goal setting, which includes the statistical be pulling orders from future months to
2. Describe value
1. Describe vision chain, including 4. Establish SMART
satellite-level 3. Analyze
and mission. enterprise. satellite-level
and 30,000-foot- metric goals.
level metrics.
6. Identify
high potential
improvement 8. Assess project’s
areas and establish 7. Identify and
5. Create strategies. completion impact 9. Maintain the gain.
related SMART execute projects. on enterprise goals.
30,000-foot-level
metric goals.
IEE = Integrated Enterprise Excellence SMART = specific, measurable, actionable, relevant, timely
the current month so the present month’s benefit when they transition to the an IEE value chain. An IEE value chain
corporate-end-of-month-number is met. management of the X’s (that is, pro- structurally integrates predictive
When setting financial goals (for example, cesses and their improvements) that 30,000-foot-level12-23 metric reporting
profit margins), it is better to set objec- are important to the entire business. with the processes that created them.
tives as a mean or median value. This This management transition can be ++ Step three: The entire enterprise is
corporate policy practice encourages achieved through using an organiza- analyzed with the intent of determin-
making process improvement efforts— tional Enterprise Improvement Plan ing where improvement efforts should
for example, the X’s in Y=f(X)—that (EIP) within the nine-step Integrated focus so customers and the bottom
positively affect the entire business. Enterprise Excellence (IEE) business line of the business benefit.
From a business point of view, a finan- management system.1-11 Figure 1 shows ++ Step four: Specific, measurable,
cial median or mean monthly profitability IEE’s nine steps, while Figure 2 (p. 52) actionable, relevant and timely finan-
objective makes more sense than specific provides an example EIP. Highlights of cial goals are reported and tracked
month values because the annual mon- the IEE's nine steps are: from an IEE satellite-level perspec-
etary performance of an organization ++ Step one: Execution of steps two tive (for example, increase mean
depends on the results from 12 months, through nine of the IEE system must or median monthly profit margins
not just one. be aligned with the organization’s by 0.5% in 10 months).24
A corporate policy that gives focus vision and mission. ++ Step five: Developed strategies are
to just meeting monthly objectives is ++ Step two: This describes what an targeted to improve the financials
management to the Y’s, which, again, organization does and how it mea- and better address customer needs.
can be unhealthy—if not destructive— sures what is done. The means for ++ Step six: High potential areas and
to the entire enterprise. Organizations accomplishing this objective is via their metric improvement desires
FIGURE 2
Return market
Increase monthly share to a monthly
revenue. Marketing. mean of 56%
in 14 months.
Return reported
monthly profit
margin median to Return level of
11.9% in 14 months. housekeeping
Housekeeping. quality to a
monthly mean of
Improve customer 8.1 in 14 months.
view of services
satisfaction. Return
level of customer
dissatisfaction to
no higher than a Reduce diagnosis
proportion of 0.10 to bedtime
in 14 months. Patient compliance rate
transportation. of 30 minutes
from 93% to 50%
in 14 months.
are identified, where there is owner- ++ Step eight: Process improvement In the IEE system, an EIP is created
ship of the measurements that are benefits are quantified in which in step six. Figure 2 provides an EIP
to be improved. An organizational a 30,000-foot-level individual's illustration of the alignment of process
EIP (Figure 2) shows the alignment chart transitions to an enhanced level improvement efforts (column on the
of process improvement efforts of performance when a significant right) so that the big picture can benefit
with overall business measurement enhancement was made to a process. (column on the left). Steps of the IEE
improvement needs that benefit ++ Step nine: The gain from process system are shown as reference for each
the entire enterprise. improvement efforts can be main- EIP column.
++ Step seven: Improvement projects tained through process error proofing
are executed to improve important and monitoring of the Enterprise Per- Tracking performance
business 30,000-foot-level metrics formance Reporting System automatic against business goals
that benefit the entire business using updates to 30,000-foot-level and IEE satellite-level tracking provides the
techniques such as lean Six Sigma satellite-level metrics in the organiza- examination of organizational financial
and lean kaizen events.25-28 tion’s value chain. metrics (for example, monthly profit
I-chart
Old method New method
8
7
When the new level
of performance of 4.3%
Percentage
6
UCL = 5.489 is compared to a pre-process-
5 improvement level of 5.3%
X = 4.343 waste, it is noted that the
4 LCL = 3.198 improvement objective
of 10% waste reduction
3
was accomplished through
execution of this project.
3
13
13
13
4
n1
r1
y1
n1
c1
n1
r1
b
ct
Ma
Ma
De
Ma
Ja
Ju
Fe
Au
Se
Ja
O
6
27
23
26
31
17
15
9
12
Week
IEE = Integrated Enterprise Excellence
The process is predictable.
LCL = lower control unit
The estimated performance is 4.3% waste.
UCL = upper control unit
X = mean
Standard Issues
QUALITY MANAGEMENT
The current definition of quality is well customer. Customer loyalty is one of the It’s the responsibility of everyone in the
presented in ISO 9000:2015 as the most valuable assets an organization can organization, at all levels. Everyone is
degree to which a set of inherent char- achieve, and there is no way to achieve accountable for it—starting with top
acteristics of an object fulfills needs or it if the quality of the organization’s prod- management and ending at the lowest
expectations that are stated, generally ucts or services is inconsistent. A loyal level in the organization.
implied or obligatory.1 This is a clear and customer who returns to the organization There is no way to achieve consistent
workable definition, and following it will again and again expects no surprises quality if people at all levels aren’t aware
lead to satisfied customers. in the characteristics of the products of how important it is to ensure that each
To optimize the achievement of sus- or services he or she receives. product manufactured or service provided
tained success, however, organizations An organization can’t achieve sus- always has the same exact characteristics.
must address more than quality. The tained success without having consistent A quality management system (QMS)
real challenge is continually meeting the product and service quality—it’s a pre is needed to ensure consistent quality.
needs and expectations of customers and requisite to the journey of achieving The responsibility and accountability
other interested parties—not once, not on sustained success. of top management must be expressed
occasion, but all the time, every time and Consistent quality is a must. Unfor- in such a system, as well as the need to
in every encounter with your customer. tunately, it’s still not enough to achieve conduct periodic and systematic manage-
That’s what consistent quality is all about. sustained success. Consistent quality ment reviews of quality performance.
Top management should embed leads to customer satisfaction, which The old saying that a chain is only
sustained success as a core value and is an organization’s ultimate goal, as as strong as its weakest link certainly
a primary and formal objective of the expressed by Horst Schulze, president applies to ensuring total customer
organization to ensure processes are and CEO of the Ritz-Carlton Hotel Co., satisfaction. Everyone in the organiza-
deployed throughout the organization when the company won the Malcolm tion (every link in the chain) can affect
to foster attention to consistent quality. Baldrige National Quality Award in 1992. customer satisfaction—positively
“Unless you have 100% customer and negatively.
Why consistent quality satisfaction—and I don’t mean that
is important they are just satisfied, I mean that they How to achieve
Figure 1 presents the current competitive are excited about what you are doing— consistent quality
factors organizations are facing—includ- you must improve,” Schulze said.2 Consistent quality is one of the compe-
ing quality. Being a competitive factor, tences an organization must have on its
quality has undisputable importance. Who is responsible journey to achieving sustained success.
But quality isn’t enough—it must be and accountable? To achieve consistent quality, the organiza-
consistent quality. In many organizations, quality is under tion must implement a robust QMS using
It’s often said that it’s easier to gain stood to be the responsibility of the international standards, such as ISO 9001,
a new customer than get back a former quality department. That’s wrong. and follow the approaches described
Social
Environment Environment
in numerous quality management text- well the concepts related to achieving be prepared to ensure it doesn’t recur.
books. It sounds straightforward: Most sustained success are understood and Production managers should under-
organizations have a QMS and a quality embraced throughout the organization. stand that their role isn’t just to decide
VP, director or manager, but the quality Top managers should be aware that whether products meet requirements,
of their products or services still is quality management must address three but also to ensure there is no variance
inconsistent. What’s missing is a clear types of quality: in the production system. A profound
understanding of what quality man- 1. Production quality is all about understanding of the processes is
agement means and a culture of quality eliminating variance. Every product needed to achieve consistent produc-
throughout the organization. produced or service provided must tion quality, which was the basis of the
As an element of strategic planning, have the same inherent characteristics initial quality movement in Japan and
top management can consider what as designed. When a deviance occurs, the focus of the statistical process con-
processes are in place and how well they it must be analyzed, its causes must trol methods developed to support it.
support sustained success—even how be understood and an action plan must The need to manage the organization’s
The ASQ
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Marketplace
METROLOGY
Increased
ROBOT ATTACHMENT
FILTERS
The author was a Madison Avenue In part two, the author discusses his central courage sys-
marketing “Mad Man” until he was tem, which he recommends using to create an organizational
unceremoniously laid off by a new courage brand and internal culture. The system—named
boss, causing him to reevaluate his PRICE—is the acronym for his five-step process:
life goals and purpose. 1. Prioritize core values.
While much of the book provides hard ties to the market- 2. Rally internal believers to buy into taking risks.
ing mindset, the author became interested in the part that 3. Identify and address fears.
courage plays in successful endeavors. He interviewed orga- 4. Commit emotionally to the purpose.
nization leaders and successful individuals to understand the 5. Execute to actions of excellence.
common processes that could be used in business. Interview- There are many references to organizations and individuals
ees included Navy Seals, university professors, authors, an ER with the barriers they incurred and overcame. A worksheet
doctor and leaders from Apple, Qualcomm, IBM, Netflix and of questions at the end of each chapter in part two can be
Facebook, among others. used to guide the reader toward success at each step.
The book is divided into two main parts. Part one sets This book is good for anyone involved in leading groups
the stage by painting a dark picture of the current business to build organizations that want to survive and thrive in
survivability rates—which are rapidly declining—the six myths today’s business climate, and address change and change
of courage, defining courage in real terms and courage’s four management for the benefit of all.
principles: talent, team, tenacity and training. —Bill Baker, Santa Fe, NM
Footnotes
The Coaching Effect: What Great Leaders Do to Increase Sales, Enhance
Performance and Sustain Growth
BILL ECKSTROM AND SARAH WIRTH ❚ GREENLEAF BOOK GROUP PRESS ❚ 2019 ❚ 200 PP. ❚ $17.36 LIST (BOOK).
This book proffers an approach to becoming a high-growth and doesn’t offer anything ground-
coach through a combination of success stories and real-life breaking because they already have
examples gleaned from more than 100,000 coaching expe- been well researched and are part
riences. The authors claim that the practices presented are of the existing coaching literature.
based on hard research and not just motivational fluff. Furthermore, the authors quote certain research outputs
At the outset, it sets up for a fascinating read. to justify the efficacy of the coaching methods presented
The lucid narration of concepts, such as healthy dis- in the book. It would be worthwhile if they better illuminated
comfort, discretionary effort, growth rings and coaching the details of those research works to enable readers to better
quantity vs. coaching quality, for example, through real- understand the method used.
world anecdotes is laudable. The concepts provide vital As the book’s subtitle implies, the book confines itself
insights into the rudiments of practices required to drive to the discussions on coaching effect from the perspective
high-performing organizations. of the sales domain only.
However, elaborating on certain procedures and rituals This is a decent book for beginners in the coaching arena
such as one-to-one meetings, team meetings, performance who aspire to become high-performing coaches.
feedback and career growth, for example, sounds a bit generic —Sureshchandar GS, Chennai, India
Professionals?
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Align project and quality requirements to meet customer needs by Neetu Choudhary
Projects are temporary endeavors quality expectations in detail. This can 5. Testing. Testing is vital and adds
undertaken to create a unique product, be done by creating different scenarios, value only when quality objectives
service or result according to customer what-if analyses, performance require- are addressed. The test strategy, test
specifications. Meeting customer spec- ments, constraint analyses and risk scenarios and approach may change
ifications and expectations is a critical assessments, for example. based on the quality objectives.
requirement for any project. To meet The project manager and quality assur-
these requirements, projects go through Meeting quality objectives ance analyst monitor quality objectives
many phases, such as feasibility studies, There are five steps to establishing through well-defined metrics in line with
requirement gathering, design, develop- a quality objective requirement docu- the project objectives.
ment testing and deployment. ment, as outlined in Online Figure 2: In the gate access automation
Quality objectives are a specific sub- 1. Business requirement specifications. example, performance is a quality
set of the overall project objective and Quality objectives must be measur- requirement and the quality objective
focus on the stated and unstated quality able and quantitative (see Online is, “The response time to identify the
expectations of the project. Quality Figure 3). A quality objective such vehicle using radio-frequency identifi-
objectives are the measurable, well- as good performance can’t be mea- cation must be less than five seconds.”
defined critical quality expectations sured and quantified because “good” By defining metrics related to that, this
of the end product or application. is subjective and may be interpreted critical information is monitored. (See
Often, customers don’t know their differently. Quality objectives must Online Figure 4 for sample metrics.)
quality expectations until they see be defined explicitly in the require-
the product during user acceptance ment document and agreed on by the Ensure success
testing or in a live environment. This customer before initiating the project. Every project has different quality
is when the quality analyst plays a vital 2. Project management plan. After objectives depending on what is critical
role in understanding how customers’ the quality objectives are identified to the customer. This is the parameter
quality expectations align with their and noted, focus on how to achieve the project manager can use to ensure
requirements. them and the critical things required a successful project. Identify the proj-
Projects with misaligned quality to achieve them. ect’s quality objectives early in the
objectives may deliver the product or 3. Design. This is the most critical phase project life cycle and ensure they’re
application, but miss the critical quality and must facilitate achieving the qual- incorporated at various phases of the
objectives. Online Figure 1 (which can ity objectives. The quality analyst can project to achieve success.
be found on this column’s webpage support the process through regular
at qualityprogress.com), for example, work product reviews and checks
outlines the difference between project on critical quality requirements.
Neetu Choudhary
objectives and quality objectives for 4. Development. Quality requirements is a continuous
automating gate access. If the gate access also must be addressed during the improvement
is automated but its response time is development phase. This can be leader with a
master’s degree
longer than what the customer can toler- achieved only if the developer is aware in computer
ate, the project objective has been met, of them, understands them and can applications.
but the quality objective has not. incorporate them. Design is an import- She is an ASQ
member, an ASQ-certified Six Sigma
While providing requirements, ant support document for the Black Belt, ISACA certified in the
customers may not even think about developer, which makes addressing governance of enterprise IT, European
quality objectives or quality expec- quality objectives in the design phase Foundation for Quality Management-
certified assessor, business excellence
tations, thus business and quality one of the critical success factors awards assessor and jury member for
analysts must proactively identify of meeting customer expectations. various awards.
NAL
LU M
VO
QUALITY MANAGEMENT JOURNAL | Volume 25 | Issues 1– 4 | 2018
JO LIT Y QUALITY
UA Y
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