(Transactional) Employee Lean Training


Traditionally, most Lean deployments have focused only on the shop-floor. Yet when the backroom transactional processes are examined, they too are found to contain excessive wastes which may induce both employee and customer dis-satisfaction. Some investigations have found that more than three quarters of transactional activities are not directly related to customer needs. Sales agents reviewing and checking invoices, customer service representatives apologizing for errors and, financial experts hunting for information are only a few real-life examples of wasteful activities. Changing this reality can only be achieved by examining the processes from a different perspective.

Transactional processes are, by definition, different than manufacturing. But, the same Lean principles, which have been successfully applied to manufacturing, are also valid for non-manufacturing environments. Utilization of Lean results in the reduction of wastes, increasing customer and employee satisfaction.

In this class, students will learn how to identify waste and gain a clear understanding of how to improve transactional processes. Topics covered in this session are:

  1. What is Lean
  2. History of Lean Six Sigma
  3. Mechanic of change
  4. 5S
  5. Visual Workplace

At the end of the session, participants will be able to:

  1. Classify process steps according to their value.
  2. Identify the 8 types of waste.
  3. Execute a plan to keep an area clean and organized.
  4. Use of proper signals, indicators and controls to improve the process performance.


2 days

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Define your Problem Statement.

The first step towards breaking your organizational log jams is identifying and verbalizing the challenge you're facing. What are you trying to solve? This simple Problem Statement exercise can have profound implications for your team. It helps you define the issue and gives TGG some sense of where the soft spots could be in your Order to Cash process. We invite you to take a few moments to fill out this form. A TGG consultant will contact you shortly to discuss your Problem Statement and provide some insight on how we may be able to help.

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