This document summarizes a 3-part series on metrics-based process mapping. Part 1 involves documenting the current state, Part 2 analyzes the current state and designs and implements a future state. Part 3, which is the focus of this document, discusses documenting the improved process. The document provides details on using an Excel tool to electronically document new standard work processes and distribute them to remote locations. It also describes how the tool automatically calculates summary metrics and projected improvements to help monitor process performance.

1. Company
LOGO
Metrics-Based Process Mapping:
An Excel-Based Solution
Part 3 of 3

2. © 2010 Karen Martin & Associates 2
Metrics-Based Process Mapping:
Three-Part Series
Part 1: Document the current state.
Part 2: Analyze the current state; design
and implement the future state.
Part 3: Document the improved process.

3. 3
Karen Martin, Principal
Karen Martin & Associates
www.ksmartin.com
Mike Osterling, President
Osterling Consulting
www.mosterling.com
Chapter 12 –
Metrics-Based Process Mapping
(manual method)
Excel Tool for Archiving
Completed Maps
Available from Productivity Press, Amazon, or any
major bookseller
About Us

4. Metrics-Based Process Mapping

5. © 2010 Karen Martin & Associates
Electronic Documentation?
Formally document the new standard work
for the process.
 Visual aid for training/retraining staff
 Monitoring process performance
Distribute the process to remote locations.
Communicate the impact of Kaizen Events
and other improvement activities.
5

6. The Improved State Becomes the
New Standard Work
0
1
0
15
6
-1
0
Activity PT LT %C&A Activity PT LT %C&A Activity PT LT %C&A Activity PT LT %C&A Activity PT LT %C&A
1
Fax PO to Sales
Rep
0 0 45%
2
Review PO;
clarify with
customer as
needed
20 2 90%
Fax PO to
warehouse
10 4 90%
5
6
Check inventory
levels; notify
Sales Rep re:
status
5 4 95%
Fax PO to Sales
Rep
5 0.33 90%
0 20 10 5 5
0 2 4 4 0.33
45% 90% 90% 95% 90%
0 20 10 5 5
Rolled %C&A
Critical Path LT
Total PT
Critical Path PT
5431 2
Mary Townsend
Hours Worked per Day Sally Dampier
Occurrences per Year Sam Parks
Current State Metrics-Based Process Map
Dave Morgan25-Jun-08
8 Facilitator
Process Details
Michael Prichard
Order FulfillmentProcess Name
Specific Conditions Domestic orders through sales force
37,500
Date Mapped
Sean Michaels
Sales Rep
Ryan AustinDiane O'Shea
Mapping Team
LT Units
Function /
Department
PT Units
Step # ►
Customer
Finance
Warehouse /
Shipping
Seconds
Minutes
Hours
Days
Seconds
Minutes
Hours
Days

7. Color-Coded Summary Metrics Sheet
 The Excel mapping tool auto-calculates:
 Summary time and quality metrics for before and after maps
 Projected % improvement (color-coded for visual ease)
 Staffing requirements
 User-defined metrics

8. © 2010 Karen Martin & Associates
The CD contains three files:
 MBPM.xltm – the Excel tool
 Mapping Essentials.pdf –
describes the step-by-step
approach for creating MBPMs
manually, using paper and
post-its.
 User’s Guide.pdf – describes
the steps to creating electronic
versions of the MBPMs.
8

9. © 2010 Karen Martin & Associates
Metrics-Based Process Mapping (MBPM)
Excel Tool Demo
9

10. © 2010 Karen Martin & Associates 10
Karen Martin, Principal
7770 Regents Road #635
San Diego, CA 92122
858.677.6799
ksm@ksmartin.com
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