Lean Six Sigma Training Archives

TXDOT–Modernization Program

Overview

In a strategic partnership with TXDOT, Kaeppel played a central role in the Modernization Program, an agency-wide initiative aimed at revamping and modernizing processes, tools, and technology. The core of our engagement was facilitating change management. We imparted training to over 400 agency executives, change leaders, and team members, and took the lead in the execution and oversight of 76 projects and programs.

Areas of Improvement

Organizational Modernization: The agency recognized a need to modernize its operations, processes, and technological tools to be more agile, efficient, and responsive to stakeholder needs.
Employee Training: Training was a key component, aiming to equip more than 400 agency executives and members with the skills and knowledge to navigate the transformation.
Change Management: Given the scale of the initiative, there was a clear demand for effective change management strategies to ensure a smooth transition.

Challenge

Modernizing an entire agency is no minor feat. Beyond the obvious technological shifts, it requires a profound understanding of organizational dynamics, people management, and strategy execution. Balancing the trifecta of people, process, and technology was the central challenge. Ensuring that the change was embraced and incorporated at all levels—from executives to team members—was essential for the program’s success.

Solution

Utilizing a robust suite of tools including Project Management, Organizational Design, Performance Management, Workforce Planning, ADKAR Change Management, Portfolio Governance, Training Development, and Training Delivery, we orchestrated a change that would resonate agency-wide. Our approach ensured that each of the 76 projects and programs under the Modernization Program was executed with precision and aligned with the overarching agency vision.

Outcome

The results of our collaboration with TXDOT were transformative. The Modernization Program led to a complete agency metamorphosis. There was a marked increase in employee engagement, and the feedback from stakeholders reflected heightened satisfaction levels.

Wellsense–PMO Transformation

Overview

Our collaboration with WellSense was a strategic initiative aimed at enhancing their organizational capabilities. Central to this effort was the fortification of their Project Management Office (PMO). While WellSense had a strong foundation in healthcare services, the primary goal was to refine their project management practices, making them more robust and adaptive. Furthermore, by strengthening the enterprise planning procedures, we sought to foster an environment where projects could not only be initiated efficiently but also seen to successful completion.

Areas of Enhancement

Upon our initial engagement, several areas were identified that could benefit from fine-tuning. While WellSense maintained commendable project management activities, there was room to refine and improve these practices. A unified approach to enterprise planning was necessary to bring cohesion across various projects and departments. Enhancing the consistency of project launches would ensure that all new initiatives aligned with the company’s vision and goals. Lastly, by standardizing the methodologies used in project coordination and operation, we aimed to introduce predictability and reduce overheads in their processes.

Challenge

The task at hand was multifaceted. Not only did we need to bring about a holistic transformation of WellSense’s PMO, but we also had the challenge of integrating seamlessly with their existing framework. Augmenting their team to align with the new PMO standards was essential to ensure the continuous flow of operations. Moreover, introducing and successfully marketing a new product within a mere six-month window was a significant undertaking. This rapid deployment was not just about speed but ensuring that the product met the highest quality standards and resonated with the target audience.

Solution

Our approach was systematic and methodical. By introducing cohesive PMO standards, we could ensure that project coordination was streamlined, reducing friction between teams and departments. This set of standards became the backbone for all project-related activities at WellSense. To facilitate a seamless PMO transition, we collaborated closely with the WellSense team, sharing insights, and ensuring knowledge transfer. The power of the PMO tools we brought to the table, including project plans, risk management strategies, and benefits analysis, was evident in the results. One of our crowning achievements was the successful launch of a new product in just six months without any complaints. This launch was a testament to our rigorous processes and the dedication of the WellSense team. Finally, by optimizing various facets of their operations, we were able to deliver over $5 million in cost savings for WellSense.

CVR Energy – Lean Six Sigma Training and Budget Optimization

Overview

CVR Energy aimed to achieve cost savings and build a continuous improvement culture within their finance team. They partnered with Kaeppel Consulting to provide Lean Six Sigma training and leadership development.

The Challenge

CVR Energy faced several challenges:

Cost Savings: Achieving a 10% savings in the annual budget cycle.
Training Needs: Providing Lean Six Sigma training for the finance team.
Leadership Development: Building a continuous improvement culture through leadership training.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

Lean Six Sigma Training: Delivered training for the finance team, including Lean/Kaizen events.
Leadership Training: Developed leadership skills to build a continuous improvement culture.
Hydrocarbon Inventory Control: Improved tools and equipment controls for better financial management.

Results

Kaeppel Consulting’s efforts resulted in a 10% savings in the annual budget cycle for CVR Energy. The Lean Six Sigma training and leadership development fostered a culture of continuous improvement, leading to sustained financial and operational benefits.

Conclusion

Kaeppel Consulting’s expertise in Lean Six Sigma and leadership training enabled CVR Energy to achieve significant cost savings and build a robust continuous improvement culture.

Comal ISD – Lean Six Sigma Training for Administration

Overview

Comal Independent School District (ISD) sought to educate its administration on Lean Six Sigma principles to save costs and improve the customer experience. They partnered with Kaeppel Consulting for training and operational excellence.

The Challenge

- - Cost Savings: Reducing costs through process improvement.
  - Customer Experience: Focusing on customer requirements and satisfaction.
  - Leadership Training: Educating the administration on Lean Six Sigma principles.
    Comal ISD faced several challenges:

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

Workshops and Training: Delivered 3 workshops with different administrators and teams.
Operational Excellence: Held training sessions focused on eliminating waste and establishing KPIs and success metrics.
Lean Six Sigma Education: Trained the leadership team on Lean Six Sigma principles and practices.

Results

Kaeppel Consulting’s efforts resulted in educated administrators equipped with Lean Six Sigma principles, improved processes and procedures, and established KPIs and success metrics for the district. This led to cost savings and enhanced customer satisfaction.

Conclusion

Kaeppel Consulting’s Lean Six Sigma training and operational excellence initiatives enabled Comal ISD to reduce costs and improve the customer experience through better process management and leadership education.

Bank of the West – Operational Excellence in BSA/AML Operations

Overview

Tesoro, a prominent player in the energy sector, sought to create an Operational Center of Excellence and train leadership in Lean Six Sigma to drive significant cost savings and build a continuous improvement culture. They partnered with Kaeppel Consulting to achieve these goals.

The Challenge

Tesoro faced several challenges:
- Cost Savings: Achieving a 15% savings in annual budgets.
- Cultural Transformation: Developing a culture of continuous improvement across the organization.
- Leadership Training: Ensuring leaders were equipped with Lean Six Sigma methodologies.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

Operational Center of Excellence: Established a center focusing on continuous improvement and operational excellence.
Maturity Model Development: Created a maturity model across six key areas: Leadership Engagement, Organization, Methodology/Tools, Training & Development, Communication, Rewards and Recognition.
Maturity Assessment Tool: Utilized to measure baseline and ongoing progress.
Change Management Methodology: Developed for the CFO organization.
Leadership Training: Delivered engagement training focused on behavioral changes required for a successful CI culture.
Hands-On Training: Emphasized practical application of methodology and tools with mentoring/coaching.
Governance Structure: Launched a governance structure and steering committee for the CFO group’s Continuous Improvement deployment.

Results

Kaeppel Consulting’s efforts resulted in a 15% savings in annual budgets for Tesoro. The establishment of the Operational Center of Excellence and the implementation of a maturity model fostered a culture of continuous improvement, while leadership training and hands-on application ensured sustainable success.

Conclusion

Kaeppel Consulting’s tailored approach enabled Tesoro to achieve significant cost savings and build a robust continuous improvement culture. Our expertise in Lean Six Sigma and change management transformed their operations.

Tesoro– Deploying Lean Six Sigma

Overview

Tesoro, a prominent player in the energy sector, sought to create an Operational Center of Excellence and train leadership in Lean Six Sigma to drive significant cost savings and build a continuous improvement culture. They partnered with Kaeppel Consulting to achieve these goals.

The Challenge

Tesoro faced several challenges:
- Cost Savings: Achieving a 15% savings in annual budgets.
- Cultural Transformation: Developing a culture of continuous improvement across the organization.
- Leadership Training: Ensuring leaders were equipped with Lean Six Sigma methodologies.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

Operational Center of Excellence: Established a center focusing on continuous improvement and operational excellence.
Maturity Model Development: Created a maturity model across six key areas: Leadership Engagement, Organization, Methodology/Tools, Training & Development, Communication, Rewards and Recognition.
Maturity Assessment Tool: Utilized to measure baseline and ongoing progress.
Change Management Methodology: Developed for the CFO organization.
Leadership Training: Delivered engagement training focused on behavioral changes required for a successful CI culture.
Hands-On Training: Emphasized practical application of methodology and tools with mentoring/coaching.
Governance Structure: Launched a governance structure and steering committee for the CFO group’s Continuous Improvement deployment.

Results

Kaeppel Consulting’s efforts resulted in a 15% savings in annual budgets for Tesoro. The establishment of the Operational Center of Excellence and the implementation of a maturity model fostered a culture of continuous improvement, while leadership training and hands-on application ensured sustainable success.

Conclusion

Kaeppel Consulting’s tailored approach enabled Tesoro to achieve significant cost savings and build a robust continuous improvement culture. Our expertise in Lean Six Sigma and change management transformed their operations.

Texas Department of Emergency Management– Lean Six Sigma Training

Overview

The Texas Division of Emergency Management (TDEM) aimed to improve process efficiencies, eliminate waste, and optimize resources through comprehensive Lean Six Sigma training. They partnered with Kaeppel Consulting to train their management team across three tiers of Six Sigma practitioners.

The Challenge

Kaeppel Consulting provided a comprehensive solution that included:
1. Tiered Training: Delivered training for Yellow, Green, and Black Belt practitioners.
2. Hands-On Practice: Included live workshops and hands-on practice using the DMAIC methodology and process mapping.
3. eLearning System: Provided an eLearning system for continuous learning and development.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

Tiered Training: Delivered training for Yellow, Green, and Black Belt practitioners.
Hands-On Practice: Included live workshops and hands-on practice using the DMAIC methodology and process mapping.
eLearning System: Provided an eLearning system for continuous learning and development.

Results

Kaeppel Consulting’s efforts resulted in an engaged leadership team equipped with new skills to apply to their own processes. This led to continuous improvements, better results, and increased program and project momentum for TDEM.

Conclusion

Kaeppel Consulting’s comprehensive Lean Six Sigma training enabled TDEM to achieve better process efficiencies, eliminate waste, and optimize resources through skilled management.

New York Life–Operations Triage for AARP Growth Potential

Overview

In a strategic collaboration with New York Life, our consultancy was brought on board to undertake an intricate operation: conducting a triage for the New York Life AARP program. With the stakes being high, our mission was to meticulously identify, evaluate, and prioritize enhancement opportunities spanning a multitude of areas — from Sales and Service to IT, document management, claims, and various support sectors.

Areas of Strategic Focus

Comprehensive Triage: At the core of our engagement was the systematic triage process, encapsulated by the Define, Measure, Analyze, and Execute methodology. This comprehensive approach allowed us to delve deep into the operational intricacies of the AARP program and pinpoint areas of opportunity.
Cross-Functional Analysis: Recognizing the multi-faceted nature of the AARP program, our analysis spanned multiple functions. From Sales to IT and claims, we endeavored to provide a holistic view of the program’s strengths and areas ripe for enhancement.

Challenge

New York Life’s AARP program is an expansive initiative, touching multiple facets of the organization. The challenge was to conduct a triage that was both thorough and actionable, with the end goal of supporting New York Life’s bid to renew its pivotal AARP program.

Strategic Approach

Our methodology was anchored in a structured triage process. By defining the scope, measuring current capabilities, analyzing findings, and plotting an execution strategy, we were poised to provide New York Life with a detailed roadmap, highlighting both achievements and areas of potential growth.

Impact & Outcome

The culmination of our endeavor was the delivery of a detailed triage report, meticulously crafted to support New York Life’s application for renewing the AARP program. The testament to our collaboration’s success was clear: New York Life successfully renewed its AARP program for life insurance, marking a significant milestone in its partnership with AARP.

Texas DPS–Enterprise Architecture Deployment

Overview

In a pivotal engagement with Texas DPS (Department of Public Safety), our consultancy was tasked with an ambitious mandate: to architect a novel approach for Enterprise Architecture (EA). The objective was twofold — to not only craft a cutting-edge methodology for EA but also to train and mentor the practitioners who would be championing this new direction.

Areas of Strategic Focus

Enterprise Architecture Methodology: The heart of our engagement revolved around developing a fresh, future-focused approach to Enterprise Architecture. Our intent was to craft a methodology that was both innovative and intuitive, setting Texas DPS on a trajectory of streamlined operations and enhanced IT alignment.
Training & Mentorship: Recognizing the vital role of the practitioners in executing this new EA vision, our mandate extended to providing comprehensive training. Beyond imparting knowledge, our focus was on mentoring these professionals, ensuring they were adeptly equipped to navigate the intricacies of the new EA approach.

Challenge

Reimagining Enterprise Architecture for an entity as significant as Texas DPS presented its unique set of challenges. Beyond the technical intricacies, the task was to ensure that the new methodology resonated with the practitioners, and they were equipped to bring it to fruition.

Strategic Approach

Our approach blended technical expertise with a deep understanding of organizational dynamics. By meticulously crafting a new EA methodology and then ensuring that the practitioners were not just trained but also mentored, we aimed to ensure the seamless integration and execution of the new approach within Texas DPS.

Impact & Outcome

The outcome of our collaboration with Texas DPS was the successful establishment of a new EA Practice. The new methodology, combined with the empowered practitioners, set the stage for Texas DPS to leverage Enterprise Architecture in ways that drive operational excellence and strategic alignment.

Liberty Mutual Insurance–Workflow Management Tool

Overview

In a strategic alliance with Liberty Mutual Insurance, our consultancy undertook the mission of implementing novel workflows in their Workflow Management tool. The vision was clear: to automate and streamline a plethora of backoffice tasks, driving operational efficiency and enhancing task execution capabilities.

Areas of Strategic Focus

Project Management: A project of this magnitude necessitated rigorous project management to ensure milestones were achieved, resources optimally utilized, and the end goal realized within the stipulated timeframe.
Process Engineering: Central to our engagement was the design and implementation of refined workflows. This involved a meticulous analysis of existing processes, followed by crafting optimized pathways to bolster the capabilities of the Workflow Management tool.
Performance Management: Post-implementation, our focus shifted to measuring and managing the performance of the new workflows. This ensured that the desired efficiencies were being achieved and provided insights for any potential refinements.

Challenge

For a major insurer like Liberty Mutual Insurance, backoffice tasks play a pivotal role in day-to-day operations. The challenge lay in not just automating these tasks, but ensuring the newly instituted workflows were robust, efficient, and adaptable to the ever-evolving needs of the insurance industry.

Strategic Approach

Our methodology combined adept project management with process engineering prowess. By thoroughly understanding Liberty Mutual’s backoffice operations, we were poised to design workflows that not only automated tasks but did so in a manner that elevated operational efficiency.

Impact & Outcome

The collaboration’s results were palpably transformative for Liberty Mutual Insurance. With the new workflows in place, the subrogation teams experienced notable improvements in consistency and capacity, underscoring the strategic value and effectiveness of the newly instituted Workflow Management tool.