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Problem Statement
Tax Season: 8 weeks 40 self-employed clients Send Reminder: John P/T = 10 min FTQ = 100%
Data Set
Print and Collate IRS tax forms: John Technology used: Tax Software (TS) P/T = 15 min W/T = 1 5 days in inbox before form prep (3 day average) FTQ = 98% Review and sign forms: Jack P/T = 15 min W/T = 3 days in inbox before signing FTQ = 100% Mail forms to client: John P/T = 10 min W/T = 1 day accumulation before collation and mailing FTQ = 100%
Sort receipts & documents: Jack P/T = 30 min W/T = 1 week in inbox before sorting FTQ = 10% Prepare Worksheet: Jack Technology used: Tax Software (TS) P/T = 60 min W/T = 3 weeks in the inbox waiting to prepare worksheet W/T = 1 week due to interruptions FTQ = 95% Confirm deductions: Jack P/T = 10 min W/T = 1 week due to phone tag FTQ = 50%
Icons
Process Box
MRP MRP
Technology Used
IN
In Box (Queue) Wait-Time
Customer
P/T W/T FTQ Data Box Conversation Information Flow Worker Weekly Schedule
Withdrawal (Pull)
Movement by Push
Supermarket
Iterations
Changeover
XOXO
FIFO
Send reminder
IN
1 week
IN
3 weeks
Prepare worksheet TS
Confirm deductions
IN
3 days
IN
1 day
Mail forms
Jack
P/T 60 min W/T 1 week FTQ 95% P/T W/T FTQ
60 min 1 week 95 % X
10 min ---100 %
Send reminder
IN
Prepare worksheet
Confirm deductions
TS
IN
3 days
Mail forms
IN
3 days
IN
1 day
3 weeks
Jack
P/T 60 min W/T 1 week FTQ 95% P/T W/T FTQ
30 min 3 weeks 10 %
60 min 1 week 95 %
15 min 3 days 98 %
Shift Mindset
CURRENT THINKING REQUIRED THINKING
Processing Correction Unevenness
Inventory
P I W
Over Production
WASTE
FORMS OF WASTE
O M
Motion
Waiting
M
Material Movement
Unreasonable -ness
WASTE IS "TANGIBLE" IDENTIFY MANY SMALL OPPORTUNITIES LEADS TO LARGE OVERALL CHANGE CONTINUOUS IMPROVEMENT
Waste Exercise
O C C C MM
Send reminder Sort receipts & documents
40 clients
W
IN
W C
Prepare worksheet TS Confirm deductions
IN
IN
IN
Mail forms
1 week
3 days
3 days
1 day
Jack
P/T 60 min W/T 1 week FTQ 95% P/T W/T FTQ
30 min 3 weeks 10 %
60 min 1 week 95 %
15 min 3 days 98 %
Determine the Value Stream to be improved Understanding how things currently operate. This is the foundation for the future state.
Rhythm (leveling)?
Takt Time = Available time / Customer Requirements = 40 days / 40 Clients = 1 per day
Stand. Work
Send reminder Sort XOXO receipts & documents Prepare worksheet TS Confirm deductions Print & Collate TS forms
FIFO IN
3 days
Mail forms
IN
IN
IN
1 day
1 week
3 weeks
Jack John P/T 60 min P/T W/T 1 week W/T FTQ 95% FTQ
30 min 3 weeks 10 %
60 min 1 week 95 %
15 min 3 days 98 %
Customer requirements? Work flow smoothly? Trigger & sequence work? Rhythm (leveling)?
Takt Time = Available time / Customer Requirements = 40 days / 40 Clients = 1 per day
Stand. Work
Send reminder Sort XOXO receipts & documents Prepare worksheet TS Confirm deductions Print & Collate TS forms
FIFO IN
3 days
Mail forms
IN
IN
IN
1 day
1 week
3 weeks
Jack John P/T 60 min P/T W/T 1 week W/T FTQ 95% FTQ
30 min 3 weeks 10 %
60 min 1 week 95 %
15 min 3 days 98 %
Customer requirements? Work flow smoothly? Trigger & sequence work? Rhythm (leveling)? Progress & delays visible?
Process improvements?
Takt Time = Available time / Customer Requirements = 40 days / 40 Clients = 1 per day
Stand. Work
Send reminder Sort XOXO receipts & documents Prepare worksheet TS Confirm deductions Print & Collate TS forms
FIFO IN
3 days
Mail forms
IN
IN Jack P/T 30 min Data entry W/T --Worksheet FTQ 10% training
IN
IN
1 day
1 week
3 weeks
30 min 10 %
Jack John Jack John P/T 60 min P/T 10 min P/T 15 min W/T 1 week W/T 1 week W/T --FTQ 95% FTQ 50% FTQ 98% Reduce process time to 75 min Standardize Work 15 min 60 min 10 min
1 week 50 % 3 days 98 %
Customer Requirements:
Tax Forms completed accurately Finished before filling time Lowest possible cost
Takt Time = Available time / Customer Requirements = 40 days / 40 Clients = 1 per day
XOXO
FIFO
Mail forms
75 min 1 day
10 min 1 day
100 %
100 %