Quality Excellence

Artifacts associated with our QE practice area

2016 WA State Lean Conference: Lean Office Handout

WA State 2016 Lean Transformation Conference

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Lean Office Training Material Sample

My Lean Office workshop helps the participants learn to identify, clarify and align their goals, understand how to make decisions based on their goals, define their work processes and discover how to work collaboratively with their upstream suppliers and downstream customers.  Through instruction and exercises the student learns how to organize their physical and digital workspaces to efficiently and effectively execute and manage the daily demands on their time.

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FocusMe Feature - Tracking Action via E-mail

Email sucks at tracking action

Problem

We use email to help us get things accomplished.  However, it is widely accepted email is not the best mechanism for tracking action. The email method can lose information, cause confusion and missed expectations.

FocusMe Feature - Directions & Distance Tracking

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Problem

As the CEO of Ceptara and Lean Six Sigma practitioner, I find myself traveling frequently.  Often for sales calls and in some cases for consulting projects. To meet my tax obligations and to track how much time and money is being spent traveling between jobs, I needed a method for tracking my trips.  Just after college I used a mileage logbook and it worked.

FocusMe Feature - Using Projects to Focus

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Problem

Moving from managing action via an email inbox to more task driven lists is a great step forward. However, soon we end up with long lists of tasks that are constantly overdue, causing frustation, and often returning us back to our more comfortable (yet less productive) habits.

FocusMe Feature - 5D Email Processing

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Problem

Often the email inbox is a "holding area" for work.  A queue or bin that contains work waiting for us to do something or provide a response.  Imagine the email inbox is a stack of paper sitting on the corner of the desk.  Which would you find more distracting, a pile of paper that is two feet tall, or a few pages of paper?  The inbox is the stack of paper.

FocusMe for Outlook Getting Started Update

Ceptara's FocusMe application is a Microsoft Outlook 2010, 2013 & 2016 add-in designed to help you and your team achieve greater focus. 

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New FocusMe Feature - Auto-file on Reply

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Problem

One cool feature in our Outlook add-in [FocusMe for Outlook] is the 5Ds processing ability, ie. when an email is processed, the originating email is moved to the Drawer (an archive or project folder).  However, until recently, when a message is forwarded or replied to, it took another click to file the originating email.

Microsoft OneNote and Outlook Integration

Problem

I have always struggled with note-taking.  Since college, I've been using the paper method for taking notes and have a 'method' for identifying different types of notes, e.g. actions, questions, ideas, etc.  But the thing that has always alluded me is 'how to capture the actions in notes' and make sure I do them and not forget.

Lean Six Sigma White Belt Training Material Snippet

Ceptara Lean Six Sigma White Belt course is built to educate participants on the basic vocabulary of Lean and Six Sigma and to introduce a few Lean tools. The course covers areas such as; the scientific method, continuous improvement approaches, introduction to theory of constraints, the history and value of Lean and Six Sigma, process management, waste identification, and change management.

The following resource contains a subset of the slides used in the LSS White Belt training.

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