THOUGHT LEADERSHIP WHITE PAPER By Randy Clark, Director Six Sigma Upland Software Replication: Make Your Team Repeat Champs with Project Replication I grew up in and around the NFL. My father played for the 49ers, Cowboys and Browns. When he hung up his cleats, he became the offensive line coach in Miami. Following two Super Bowl wins in the 70’s he went on to be the Head Coach in San Francisco and Detroit. Being in the NFL is like being in the Military. You move around a lot. My football career was far more humble as I played some college football as a walk on at Western Michigan University. I decided to hang it up after my sophomore year. So how does this NFL background relate with Process Excellence and with Replication specifically. Let’s look at some parallels. First off, there is one clearly articulated Big Y in football. That is to Win, and not only to win but to win the Super Bowl. Teams pursue this Big Y with the rigor of Continuous Improvement superstars. They Measure everything. They analyze data, and they act on that analysis. Measurements include player statistics like height, weight, speed, strength, flexibility, and even things like how large their hands are. Everything is filmed, studied, and scored; every practice and every game. And finally, they apply situational trend analysis… that is knowing what your opponent’s trends reveal about their play calling in certain situations like, 3rd and Long, or Goal Line short yardage. So, with all this rigor and measurement and analysis, I asked my dad, why is it you coached the way you did? Answer, “That’s the way Shula did it.” Replication: Make Your Team Repeat Champs with Project Replication Don Shula, for those who don’t follow NFL, was the Head Coach in Miami; my dad’s boss during our seven years in Miami. Shula is the winnigest coach in NFL history with 347 career victories. He is arguably the best NFL coach ever. My dad took his queues from a legend; observed, learned, stole, and applied. That’s replication of successful practices, and that’s what I want to talk about. When we think about replication we can think of it in terms of knowledge management. The most basic knowledge management model starts with Producing knowledge, then Capturing that knowledge, and finally Using that knowledge. Which Produces more knowledge in a never ending loop. There are generally two ways to use this knowledge replication cycle. I’ll refer to them as Push and Pull. Let’s look at Pull first. PULL Pull strategies start with making it easy for people to search out and leverage knowledge. Giving people the ability to “Pull” information and knowledge from multiple sources on demand. The challenge is that it can be difficult for Project Leaders to access this knowledge, particularly across the dimensions of time and space. Organizations that excel at Deployment Management are adept at capturing this knowledge and making it accessible to the feet on the street. This starts with creating a database, a repository to store active and completed projects, to store documents, artifacts and lessons learned. The key here is to characterize the knowledge, to make searching easier. Categories might include: Benchmark findings Process Maps Work Stream or Value Streams Addressed Customer – VOC Requirements or Specifications Work Instructions, SOP Location, Division, Plant Stakeholders Affected Goals and Strategies Supported Best Practice Designation 2 Replication: Make Your Team Repeat Champs with Project Replication Let’s take a little closer look at that last one, “Best Practice Designation”. PowerSteering software supports the process of identifying and designating Best Practices. This allows the organization to nominate Best Practice Projects as well as Documents. To review those nominations, approve them, and make them available for simple searching. For example, if I’m preparing a SIPOC deliverable for my project, I would want to search the database for SIPOC that are designated Best Practices. With this, I can pull that information, I can speak with the “A growing and very exciting application of team that created the SIPOC, and I can leverage PowerSteering for deployment of Best their knowledge and success. Practices at JCI is the use of the Work Also, Best Practices can be used in communication Generation function to “Push” proven best and recognition activities as well. I’ve seen clients practices to selected locations.” publish newsletters with the months Best Practice Kevin Filcik, Manager of Continuous Improvement Projects projects and Documents. You may even hear a Black for Johnson Controls, Inc. “Best Practice Deployment using PowerSteering (“CI Trac”) at Johnson Belt boast, “Three of my projects and 12 of my Controls” presented at Upland User Conference. document deliverables are rated Best Practices, how ‘bout you?” Push So we’ve looked at Pull strategies to make it easy for people to seek out and consume knowledge. Let’s now take a look at the Push strategy. Every day, organizations implement process solutions, fixes, and improvements that generate cost savings and drive customer satisfaction. Many of those organizations have multiple locations engaged in the same or very similar processes. Take PowerSteering customer Johnson Controls (JCI), for example; a global manufacturer 170,000 employees in 1,300 locations worldwide. A process improvement in one location may be also be implemented in hundreds of other plants performing similar processes. But to do that, JCI needs to identify the project solutions to Push and identify where they want to Push them. PowerSteering supports JCI’s Push Replication process. They are able to identify potential Best Practice or “Replicable” projects. They 3 Replication: Make Your Team Repeat Champs with Project Replication aggregate those candidates and decide which should be pushed. They pull together implementation instructions, SOPs, training documents and other guiding materials to make it easy to implement the solution. PowerSteering provides a mechanism by which a project can be Pushed to multiple locations as a Replication Candidate. Each new candidate shows up in a Replication Hopper at the designated location, and the owner of that hopper gets an email notification that a new opportunity has arrived. At that point the location simply implements the solution. But wait! Here’s where we’ve seen major problems with Push Replication strategies. “Not Invented Here” syndrome kicks in…and little or nothing gets implemented. And in many cases the enthusiasm for replication soon dissipates. What we’ve found in working with companies like JCI, Avis Budget Group, Molex and others are methods to reduce “Not Invented Here” syndrome and increase implementation rates. One of the key tools is to provide visibility and accountability to the replication process. What do we want to know and report: How many projects were Pushed to your location? How many did you implement? How many did you decline to implement? Why did you decline to implement the project? What is each location’s implementation ratio? What percent of your total annual savings are “Replication” savings? Running a project in one location is good Replicating those benefits elsewhere is GREAT!!! Standardized process steps Faster project execution time Addresses unique issues at each location Use a Formal method and tools to replication world-wide Joe Hulseman, Lean Six Sigma Master Black Belt at Avis Budget Group “Effective Strategies for Replicating Projects Globally” presented at PEX Network PowerSteering webinar. Yes, there are perfectly reasonable explanations for why certain processes cannot be implemented in a location. I was talking to a client the other day that has similar processes for manufacturing a chemical compound in multiple locations. Yet each of those locations is utilizing equipment and processes leased from different suppliers. In their case they don’t want people to share and leverage knowledge and processes. There might also be labor agreements, and other factors that curtail a certain process improvement from being implemented. However, many times “Not Invented Here” is simply an easy and emotional rejection. When each location knows they will appear on dashboards, where their implementation rate will be discussed and compared with others, where a Replication team will dig into decline reasons… well, that sets an environment where the easy way out is no longer so easy. 4 Replication: Make Your Team Repeat Champs with Project Replication Wrap Up Replication is really about sharing and leveraging knowledge. It’s hard to go wrong when you learn from the best of the best and act on your learnings. There’s a reason so many of Coach Shula’s assistant coaches went on to be NFL Head Coaches. Replication works. “Replication is a very important part of today’s deployment. Management is challenged with finding good projects to replicate. We run reports though PowerSteering to identify these projects.” Michael Higgins, Manager of Global Lean Six Sigma at Molex “Lean Six Sigma Goes Global at Molex presented at PowerSteering webinar. Organizations should look to optimize both Push and Pull strategies. First make it easy for people to Pull the knowledge, to seek it out. Second, build a process to Push Best Practice candidates to locations for implementation. But don’t stop there, be sure to institute a series of measures, reports, and visibility that will drive accountability and improve your implementation success. About the Author Randy Clark is the Director, Six Sigma & Strategic Alliances with PowerSteering Software. Randy has over 20 years experience working in continuous improvement with emphasis in Six Sigma and the Baldrige criteria for performance excellence. Randy is a Black-Belt trained member of the American Society of Quality and is a three-year examiner for the Malcolm Baldrige National Quality Award. About PowerSteering Software PowerSteering Software combines the robust project and portfolio management (PPM) functionality demanded by global organizations with the cost & speed-to-value benefits of cloud delivery and an unmatched level of flexibility. Easy to use and administer, it enables top-down program & portfolio management without requiring granular task & resource tracking, and provides class-leading analytic and financial tracking capabilities. Leading global organizations, including Merck, Staples, the US Department of Defense, and the UK National Health Service, rely on PowerSteering to accelerate results in IT, New Product Development, Process Excellence and Business PMOs. PowerSteering is part of the Upland family of cloud-based project, portfolio, and work management software products. Visit www.powersteeringsoftware.com for more information. About Upland Software, Inc. Upland is the world’s largest cloud provider of enterprise software for project, portfolio and work management. Upland is the only cloud software provider that offers a comprehensive family of applications that enable organizations to align their goals, projects and programs, optimize their resource utilization and workflows, and empower teams to collaborate and work effectively. From strategic planning to work execution, Upland drives business results for more than 1,200 enterprise clients with 300,000 active users in 50 plus countries. Visit www.uplandsoftware.com for more information. 5