Applying a Lean Approach to

Data Management

Kristian Kalsing | Winshuttle

Winshuttle User Group Conference | Fort Worth 2014

About Me

26 years in Copenhagen

10 years in Brisbane

4 years in Seattle

Senior Director, Enterprise SolutionsWinshuttle

Winshuttle User Group Conference | Fort Worth 2014

Agenda

• Introduction to the Lean philosophy

• Applying Lean to Data Management

Applying a Lean Approach to Data Management

Winshuttle User Group Conference | Fort Worth 2014

Historical Background

After World War II

• United States• Abundance of resources• Big market with unlimited demand• Just produce, it will sell itself No need for improvements

• Japan• Lack of resources• No market and bad reputation• Need to do more with less Kaizen (continuous improvement)

Winshuttle User Group Conference | Fort Worth 2014

Lean Principles

Kaizen / Lean / Six Sigma

Make continuous improvements

• Empower small teams

• Reduce cycle times

• Gradually eliminate waste

• Focus on value

Winshuttle User Group Conference | Fort Worth 2014

Lean as a General Business Principle

Winshuttle User Group Conference | Fort Worth 2014

Lean Data Management

Lean

DataManagement

Winshuttle User Group Conference | Fort Worth 2014

Continuous Improvement Cycle

• Catalogue data problems• Prioritize•Define success metrics• Capture baseline metrics

• Implement solutions•Rapid development•No “big bangs”

• Fix minor errors• Small corrections as needed• Prepare for next cycle

•Measure impact•Winshuttle BVA•Winshuttle Dashboard

Winshuttle User Group Conference | Fort Worth 2014

Catalogue Your Data Work Streams

• Create Finished Good

• Extend Finished Good

• Create Raw Material

• Create Packaging Material

• Create Semi-Finished Good

• Update Vendor

• Create Journal Entry

• Create Invoice

• Create Sales Order

• Update Customer Address

• Etc.

Winshuttle User Group Conference | Fort Worth 2014

Prioritize like Zorro

Va l u e

T i m e + C o s t

High ValueLow Effort

Low ValueLow Effort

Low ValueHigh Effort

High ValueHigh Effort

Winshuttle User Group Conference | Fort Worth 2014

Define Metrics

Winshuttle Workflow Dashboard

Winshuttle User Group Conference | Fort Worth 2014

Lean Principles in Practice

• Self-organizing, self-managing teams• Increase cross-training with pairing• Collocate team members to enhance

collaboration

Empower small teams

• Deliver solutions in small lots• Smaller, more frequent releases• Collect feedback early

Reduce cycle times

• Eliminate non-value adding tasks• Cycles of continuous improvements• No “big bang”

Gradually eliminate waste

• “Zorro” prioritization• Measure everything and define metrics

for successFocus on value

Winshuttle User Group Conference | Fort Worth 2014

When to Go Lean?

Complexity

Volume

H

L

L H

Manual

“Big Solutions”

Lean Solutions

Winshuttle User Group Conference | Fort Worth 2014

Thank You!

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