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Copyright © 2015 The eVSM Group, All Rights Reserved Process Improvement With eVSM Transactional Mapping Workshop

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Page 1: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Process Improvement

With eVSM

Transactional Mapping

Workshop

Page 2: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Known Issues Using Quick Transactional Pro

1. Approximate Demand Values

Quick Transactional Pro uses a small sample size to understand

how demand flows through the system. This means that demand

estimates associated with loops are very approximate. It is

recommended that the sample size is increased for a “final run” to

improve the accuracy. See Appendix A on how to do this.

Page 3: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM Overview 3

Lean & eVSM Slides 8

Working with Quick Stencils 12

Building Blocks of a Transactional Map 15

Quick Transactional Pro Shapes 16

Glossary of Terms 17

Transactional Exercises 23

Demand 24

Lead Time 38

Cost 40

Resource 42

ACME Case Study 45

Quick Transactional Pro Tutorial 61

Appendix A 116

Training Evaluation & Reflection 119

Page 4: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 2

Page 5: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM Overview

3eVSM Overview

Page 6: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Cycle Time / Takt Time Chart

Se

c/It

em

0

1

2

3

4

5

6

7

8

A 040 A 060 A 080

Cycle Time Per Unit

Activity Takt Time

14

Day

Hr

5

Wk

Day

all

Customer

Customer Demand

ItemDay

7000

A 0101

ATLAS Warehouse

Activity Lead Time

Day0

A 020

Control

Activity

1

Blanks

Day1. 07

Inventory Item7500

A 030

1

Mold Handles

Min0. 47

Qty Per Cycle Item5

Cycle Time Sec28

1

A 040

1

Molded Blanks

Day0. 55

Inventory Item3850

A 050

1

Sharpen

Min0. 75

Qty Per Cycle Item5

Cycle Time Sec45

1

A 060

1

Drilled Blanks

Day0. 44

Inventory Item3100

A 070

1

Assemble

Min1

Qty Per Cycle Item10

Cycle Time Sec60

2

A 080

1

Scissors

Inventory Item9000

A 090

Activity TimeHrDay

10 Stations Stn2

Daily Order Weekly Order

1

Day0. 44

Time Summary

Takt TimeMinItem

0. 12

Total Value Added

Min2. 22

Lead Time Day2. 07

Value Added Percent

%0. 13

Z 010

Lead Time Summary

Day

0 0.2 0. 4 0. 6 0. 8 1 1. 2 1. 4 1. 6 1. 8 2 2.2

A 030

Blanks

A 050

Molded Blanks

A 070

Drilled Blanks

2. 06

Non Value Added

Legend

Value Added

U - shape Layout for Assembly Cell

Replace D 4 Drilling Station

Milling Inventory Area 5 S

New lighting in Hanger 501

Replace D 7 Drilling Station

Group Value Stream Mapping Event

Wall MapCapture

Analyze

Improve

Prioritize

eVSM / Supporting Process Improvement

5

4

3

2

1

1 2 3 4 5

Ease Of Implementation

Imp

act O

n V

alu

e

Kaizen Impact Matrix

001

002

003

004

005

4

Page 7: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Brown Paper & Post-Its

Best Practice

Maps

eVSM

Collaborative

Tools

Visio Excel

Group

Interaction

Diagramming Data

VSM Icons for Visio

Excel Integration

Application Specific Stencils

Company specificBest Practice Maps

Capture wall

maps

Use maps for

calculations

Standardized

mapping &

analysis

What is eVSM?

Applying the

standard

5eVSM Overview

Page 8: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM Architecture

Drag and Drop Core

Visio + Excel Integration (32 bit + 64 bit)

Quick Stencils Wizards

Multi-path Maps

Kaizen Risk

Sketcher (wall maps)

Multi-level Maps

Ente

rpri

se

Pro

cess

ing

Tran

sact

ion

al

Hea

lth

care

Mu

lti-

stat

ion

Faci

lity

tim

e

Kaizen Report

Process Based Toolbar

EPEI

Man

ufa

ctu

rin

g

Kan

ban

Kaizen Impact

Production Units

Data Variation

Standard Variables

Windows 7 + 8 Support (32 bit + 64 bit)

Built-in Equations

What-If Studies

Built-in Charts

6

Page 9: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Transactional Concepts

C/TC/OLT

Standard Variables

Design Macro Shapes

F(x)Built-inEquations

Built-in Charts

The technical concepts addressed by the Quick Transactional Pro stencil are

shown below.

Quick Transactional

Pro

Lead Time

Resources Cost

-Decision points

-Splits

-Joins

-Number of Iterations

-Linking activities

-First time demand

-Repeat demand

-Process time

-Delay time

-Process NVA time

-Activity based cost

-Resource cost

-Resource utilization

-Resource capacity

-Resource usage and balancing

Divergent Flows

Iterative Processes

7eVSM Overview

Page 10: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM is a great drawing tool..

What is a LEAN Value Stream?

· Define value from the customer’s perspective

· Map the value stream

· Create flow and eliminate waste

· Create pull where flow is difficult

· Seek perfection

· Minimize the LEAD TIME

· Adequate & Efficient CAPACITY

· Minimum COST

Lean & eVSM Slides

8

Page 11: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM Quick Mapping Applications

Quick Mfg

Quick Processing

Quick Transactional

Quick Enterprise

Quick Network

· Very fast way to map

· Drag, drop & enter values

· Automated calculation & charts

eVSM Quick Mapping Applications

Total Time=VA + NVA

=(5+1+2+5) + (10+45+15)

=13+70

=83 Min’s

Cycle Time / Takt Time Chart

Sec/I

tem

0

1

2

3

4

5

6

7

8

A040

Mold

Han

dles

A060

Sha

rpen

A080

Assem

ble

Cycle Time Per Unit

Legend

Changeover Loss

Activity Takt Time

Cycle Time / Takt Time Chart

Sec/Ite

m

0

1

2

3

4

5

6

7

8

A040

Mold

Han

dles

A060

Sharp

en

A080

Ass

emble

Cycle Time Per

UnitLegend

Scrap Loss

DownStr Loss

Activity Takt Time

Quick Transactional Pro

9eVSM Overview

Page 12: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Visualizing Capacity

Visualizing Lead Time

10

Page 13: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Visualizing Cost

Kaizen – Ideas in Context

5

4

3

2

1

1 2 3 4 5

Ease Of Implementation

Imp

act O

n V

alu

e

Kaizen Impact Matrix

001

002

003

004

005

11eVSM Overview

Page 14: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Access each Quick

Stencil and Wizard

using the Open button.

Working with Quick Stencils

Quick Stencil

Drag out the red icons

FIRST on each new page

Use the Green icons

to draw the Flow

Yellow icons

represent optional

“Add-on” variables

eVSM Toolbar

Automatic

Charts

1

2

3

4

5

12

Page 15: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Main Stencil

For variable name help, select any

variable and use the right-mouse

button menu “Name Help” for a

description of the variable.

Process

PT Min2

LT Hr1

A0030

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Functions

Information Systems

6

13eVSM Overview

Page 16: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM Toolbars for Visio Versions

eVSM Toolbar in Visio 2010/2013

eVSM Toolbar in Visio 2003/2007

Op

en

NU

ML

ist V

aria

ble

s

Ta

g &

Pa

ths

Se

qu

en

ce

Se

q O

ne

to

Ma

ny

Se

q M

an

y to

On

eA

uto

Pip

eA

uto

Pip

e-M

an

y to

On

e

Au

to P

ath

Au

to T

ag

Ch

eck

Sh

ow

Se

q.

Sh

ow

Pip

es

Cle

ar

So

lve

Va

r S

olv

e

Vie

ws

Ga

dg

ets

Ka

ize

n P

rop

ert

ies

He

lpIc

on

Se

arc

h

Sta

ck H

elp

The documentation for eVSM is focused around Visio 2010. This is a reference page comparing the eVSM and Visio

toolbars in both 2003/2007 and 2010/2013.

Wa

ll M

ap

Up

da

te

Ma

p C

op

y

Ka

ize

n E

xp

ort

Ka

ize

n Im

po

rtR

en

um

be

r K

aiz

en

s

Mig

rate

14

Page 17: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Building Blocks of a Transactional Map

15Building Blocks of a Transactional Map

Page 18: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Quick Transactional Pro Shapes

Process

Decision

Activity Center

Decision Center

Join Center

Split Center

Terminate Center

Queue Center

Wait Center

Resource Center

CustomerCustomer Input

Sequence Arrow Pipe Arrow

16

Page 19: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity Time : Available Time per period after subtracting planned breaks.

Added Cost : Cost added at this activity to process first time entities that is not explicitly

modeled by resources connected to this activity

Flow % : The % of upstream output directed to this leg of the route

Functions : Roles or functions contributing to this activity

LT : Time that the first time entity is within the activity

Max Traversals : The number of times the same entity can repeat this path(sequence arrow)

Period Cost : The total cost of this value stream per period

PT : “hands-on” Time to process a first time entity

Repeat Demand : The demand for repeat entities to be processed at this point

Repeat LT : Time that the repeat entity is within the activity

Repeat PT : Time to process a repeat entity

Repeat Resource PT : Resource Usage Time Per repeat entity

Resource PT : Resource time to process a first time entity

Resource Time : Resource available time after subtracting planned breaks.

Route Activity Ratio : Ratio between process time/lead time for this route

Route Cost : Total cost for a route, including first-time and rework activities

Route Cost Per Period : Cost per period for this route

Route Demand : Demand per period for this route

Route Lead Times Total : Total Lead time for a route including time for first and repeat entities

and with duplication in the presence of parallel route activities

Route Percent : Percent of demand using this route

Route Process Times Total : Total process time for a route including time for first and repeat

entities and with duplication in the presence of parallel route activities

Glossary of Terms

17Building Blocks of a Transactional Map

Page 20: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Customer Input

Customer Incoming

Demand

Customer Demand

UnitDay

xx

Z0010

Activity Center

Process

PT Minxx

LT Hrxx

A0030

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Functions

Information Systems

· The incoming documents that “trigger”

the value stream

· Only one such shape allowed per value

stream map

· Arrows can only come OUT from this

shape

· Functions : Departments or Roles

(Sales, Controller, ..)

· Information Systems : (SAP,

Excel_HR..)

· PT : Process Time (Touch Time)

· LT : Lead Time (Work In to Work Out)

· Demand : First time demand

· Repeat Demand : Loop demand

18

Page 21: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Decision Center

· The percentages coming out of

the decision center must equal

100%.

· Any work item will go down

ONE of the arrows and based

on the percentages and

probability

DecisionA0010

Join Center

A0050

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Flow % %60

Flow % %40

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

· Multiple inputs

· Only ONE output

· Multiple work items coming in

create one work item going out

19Building Blocks of a Transactional Map

Page 22: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Process

Process

Process

Split Center

Terminate Center

A0050

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

· A Split center can only have one input, with multiple outputs.

DemandUnitDaySIM

A0060

· Processes can only terminate at Terminate

Centers

20

Page 23: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Queue Center

Wait Center

Qty=xx

A0070

DemandUnitDay

SIM

Repeat Demand

UnitDaySIM

Wait Hrxx

Wait

A0080

Wait Hrxx

DemandUnitDay

SIM

Repeat Demand

UnitDaySIM

· Specify the quantity in the text field.

· Specify “wait” as the time for the queue to

clear.

· Useful where activities only happen

periodically (Ex : Bills get sent out at the

end of each day)

21Building Blocks of a Transactional Map

Page 24: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 22

Page 25: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Transactional Exercises

The following exercises will make you familiar with the terms and

calculations in Quick Transactional Pro.

23Transactional Exercises

Page 26: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

20%

80%90%

10%

Importance of Demand on a Value Stream

Map

· In a transactional map, work units are transformed along the

process, sometimes loop back, split into multiple parallel

processes and have processes join together before

proceeding.

· This makes the understanding of “demand” at any step

particularly challenging. Once demand is understood at a step,

it can be “extracted” in considering its capacity, and then its

contribution to overall cost and lead times.

A

B

C DE

Demand

24

Page 27: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Demand InputQueue

Process

Demand = 100 Units Queue = 40 Units Lead Time = 15 Mins

Q1 : If there is an Input Demand of 100 Units, what will the demand at the Process be?

Q2 : What will the demand be at the Process if the number of Units in the Queue is increased

from 40 to 50?

Exercise 1

25Transactional Exercises

Page 28: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

20%

40%

40%

Decision Construct

· A junction where incoming work units are routed to ONE of the

outgoing paths based on the Flow % values and probability.

ProcessDecision

Process X

Process Y

Process Z

Decision

Junction

1

1

1

1or

or

26

Page 29: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Flow % = 60%

Flow % = 40%

Demand InputQueue

Process A

Demand = 100 Units Queue = 40 Units

Decision

Process B

Lead Time = 10 Mins

Lead Time = 12 Mins

Q1 : What is the demand at Process B?

Exercise 2

27Transactional Exercises

Page 30: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Process

Process

Process

Process

Split

Construct

1

1

1

1

Split Construct

· A junction with exactly one incoming path and two or more

outgoing paths. The work unit from the incoming path results

in a work unit on EACH of the outgoing paths.

28

Page 31: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Demand Input

Process A

Demand = 100 Units

Process B

Lead Time = 10 Mins

Lead Time = 12 Mins

Exercise 3

Q1 : What is the demand at Process A?

29Transactional Exercises

Page 32: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Join Construct

· A junction with 2 or more incoming paths. Work Units on all

incoming paths are needed for the work to move forward.

There is only ever 1 outgoing path.

Process

Process

Process

Join

Construct

1

1

1

30

Page 33: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Demand Input

Process A

Demand = 100 Units

Process B

Process C

Q1 : What is the demand at Process C?

Lead Time = 10 Mins

Exercise 4

31Transactional Exercises

Page 34: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

10%

90%

First Time and Repeat Work

· When work units go through an activity first time they may

take a different time to process compared to when the same

unit comes through again (because of iteration or rework).

ProcessDecision

Process Time = 30 mins

Repeat Process Time = 10 mins

32

Page 35: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

80%

20%

Demand Input

Demand = 100 Units

DecisionProcess A Process B

Q1 : What is the demand at Process B?

Exercise 5

Q2 : What is the demand at Process A if entities only ever loop back a maximum one time ?

33Transactional Exercises

Page 36: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

40%

60%Process

Decision

Max Traversals

· Maximum number of times a work unit can traverse a leg

Max Traversals = 1

So 40% of the units when they come the decision box loop back. Those

same units when they come back to the decision box again never loop

again because max traversals for the loop back is set to 1.

34

Page 37: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

80%

20%, Max Traversal = 2

Demand Input

Demand = 100 Units

DecisionProcess A Process B

Q1 : What is the repeat demand at Process A?

Exercise 6

35Transactional Exercises

Page 38: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity

Internal Rework

· Internal Rework represents the % of units undergoing rework

internally within the activity.

Internal Rework

%10

So if 100 work units come into this activity, then 10 of them have an

internal rework step before the work unit exits the activity. So the first time

demand is 100 and the effective repeat demand is 10. It assumes that the

rework time to correct is the repeat process time, and also that rework is done

only once per defective item.

36

Page 39: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Demand Input

Demand = 200 Units

Process A Process B

Q1 : What is the demand at Process B?

Internal Rework = 10%

Exercise 7

Q2 : What is the First Time and effective Repeat Demand at Process A?

37Transactional Exercises

Page 40: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Exercise 8

Activity

Lead Time = 1 Day

Q1 : What’s the lead time contribution to any work unit passing through this activity?

Process Time = 10 Min

Lead Time

8

Day

Hr

5

Wk

Day

52

Year

Wk

38

Page 41: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity

Lead Time = 1 Day

Q1 : What’s the lead time contribution to a work unit that passes through the same activity a total

of 4 times?

Repeat Lead Time = 0.5

Days

Exercise 9

39Transactional Exercises

Page 42: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity

Added Cost = $5/Unit

Q1 : What’s the added cost to any work unit that passes through this activity?

Demand = 100 Units/Day

Q2 : What’s the daily cost of this activity?

Cost

Exercise 10

40

Page 43: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity

Added Cost = $5/Unit

Q1 : What’s the added cost contributed to a work unit that passes through this same activity a

total of 4 times?

Q2 : What’s the percent reduction in added cost if it only passes through 3 times?

Repeat Added Cost = $2/

Unit

Q3 : If Demand = 300/Day and Repeat Demand = 150/Day, what’s the total cost of the activity

per day?

Exercise 11

41Transactional Exercises

Page 44: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity

Q1 : How much of the auditing time is used each day?

Q2 : What are the costs of the used time and the available time?

Q3 : What is the auditor’s utilization percent?

Auditor

Available Time = 4 Hrs/Day

Process Time = 8 Min/Unit

Cost = $40/Hr

Efficiency = 80%

# of Auditors = 4Demand = 100 Unit/Day

Resource

Exercise 12

42

Page 45: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity

Q1 : What is the utilization % of the equipment?

Q2 : What is the used cost of the equipment for this activity?

Equipment

Available Time = 250 Day/Year

Cost = $500k/Year/Station

Efficiency = 95%

Quantity = 5

Process Time = 2 Hrs/Unit

Hrs per day = 15 HrsProcess Time = 2 Hrs

Demand = 1000 Units/Year

Exercise 13

43Transactional Exercises

Page 46: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 44

Page 47: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

ACME Case Study

45ACME Case Study

Page 48: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

ACME Industries

ACME Proposals Fulfillment Process - Overview

The leadership at ACME Industries has become increasingly concerned about the time taken to

respond to customers’ RFQ’s (Request for quotation) with proposals. They have received

customer complaints about the long length of time quoted for response and additionally about

proposals that are not then received by the quoted times. They have tasked a team to investigate

and make recommendations towards improving the process, increasing customer satisfaction, and

closing more sales.

Value Stream Walk 1 / Understand the Process

You start at the back end of the process to understand the value stream. Ultimately proposals go

to a weekly management meeting where there are three possible outcomes. 10 percent of the

proposals are rejected, 60 percent are approved, and 30 percent get marked up with a change

request and are sent back to the sales team that created the initial RFQ package and goes into

their queue . Typically the same proposal will only go through one such change request.

You see that there are two submissions sent to the management meeting for each proposal, the

technical specification and the contract. Only proposals with both components available are

discussed in the meeting. The components originate from engineering and legal departments

respectively.

You first go and visit the engineering group to understand the process behind the technical

specification. Their work is triggered by RFQ packages from the sales group and sits in a queue

until ready to be worked upon

The legal department receives the same RFQ package from the sales group and works in parallel

to engineering to create the contract piece of the proposal. They also have an incoming queue for

RFQ’s.

You next visit the sales group who create and send the RFQ package to both the engineering and

legal departments. They deal both with new RFQ’s from the customer and with the change

requests from the management meeting. Their job is to create a new or revised RFQ package as

necessary. The RFQ packages then go to both engineering and legal.

46

Page 49: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Team Exercise 1 / Draw the Basic Wall Map

With your group, read the information below and then:

1. Draw a wall value stream map showing the customer, queues, activities and decisions and

end points using the template cutouts provided.

2. Draw and annotate arrows to show the percentage flows from the management meeting

decisions.

Value Stream Walk 2 / Collect Timing & Queue Data

On your second walk through you collect more data about each of the activities in the value

stream and try to gain insight into any waste and opportunities.

Time

The office and most operations run 8 hours a day and 5 days a week.

Management Meeting

Occurs only once a week, lasts all day and can handle up to 150 proposals. You sit in on part of a

session and note that while each contract is unique there are often just slight variations.

Engineering

There is a 1 week queue of RFP packages (approx 50) in Engineering and it takes about a week

for a technical specification to be completed after it starts getting worked upon. It takes 45

minutes of actual work per RFQ package. Change Requests to packages normally take 30 minutes

or so of work time with a 2 day completion time.

Legal

The legal department has 200 RFQ in their incoming queue and estimates a 2 week time to clear

these. Their process time for creating a contract for a new RFQ is 60 minutes, and it typically

gets delivered a week after work starts on it. RFQ Change Requests typically take about 45

minutes with a 3 day clearing time.

Sales

Sales deals with both new RFQ’s from the customer and with the change requests from the

management meeting. The process time for creating a new RFQ package is about 10 min’s while

that for a revised package is 5 minutes. It typically takes them a week to deliver the package to

both engineering and legal once they start work on it, but only takes 1 day if it is a Change

Request. They currently have 80 RFQ’s in their queue which is estimated as a 2 week backlog.

The group receives 100 new RFQ’s from the customer each week.

47ACME Case Study

Page 50: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Team Exercise 2 / Estimate Lead Time

1. Add the data collected to the value stream map.

2. Estimate lead times for the value stream.

3. Note any lead time info you would like to know but is proving difficult to calculate

Value Stream Walk 3 / Collect Capacity & Cost Data

The team has noted some significant incoming queues into sales, engineering and legal and wants

to understand staffing availability, usage and constraints in each of these areas. You go to each of

the three areas and collect data on resource availability and cost.

Engineering

6 Engineers, 4Hrs per day for this activity, $30/Hr, 80% efficiency (to account for walking,

interrupts etc..)

Legal

5 Paralegals, 4Hrs per day for this activity, $30/Hr, 80% efficiency

Sales

1 RFQ specialist, 6Hrs per day for this activity, $30/Hr, 80% efficiency

Team Exercise 3 / Estimate Utilizations

1. Add the data collected to the value stream map.

2. Estimate staff utilizations

3. Estimate staffing costs

48

Page 51: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Team Exercise 4 / Identify Opportunities

1. Identify problems in the value stream leading to the large lead times and lead time variability

2. Add kaizen bursts to the map in each problem area

3. Use color coding to designate a set you will recommend that need to be solved

4. Create a revised map (Future State) with a lead time at less than 50% of the current value and

with reduced variance

49ACME Case Study

Page 52: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 50

Page 53: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 51ACME Case Study

Page 54: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 52

Page 55: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 53ACME Case Study

Page 56: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 54

Page 57: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity Center Activity Center

Functions

Information Systems

Functions

Information Systems

55ACME Case Study

Page 58: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 56

Page 59: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 57ACME Case Study

Page 60: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 58

Page 61: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 59ACME Case Study

Page 62: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 60

Page 63: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Quick Transactional Pro Tutorial

This tutorial will guide you through the steps to draw the map below in

eVSM using the Quick Transactional Pro stencil.

4

3

2

1

Route Summary

Route Percent %59.20

Route Cost $71.88

Route Lead Times Total

Min21600.0

0Route Process

Times TotalMin595.00

A04401

Approved 1st Time

Route Cost Per Period

K$Day

0.85

Route DemandUnitDay

11.8

Route Activity Ratio

%2.75

Longest Path Hr280.00

Route Summary

Route Percent %25.60

Route Cost $121.88

Route Lead Times Total

Min38880.0

0Route Process

Times TotalMin1155.00

A04502

Approved with Loop Back

Route Cost Per Period

K$Day

0.62

Route DemandUnitDay

5.1

Route Activity Ratio

%2.97

Longest Path Hr512.00

Qty=80

A0020

DemandUnitDay

20.0

Repeat Demand

UnitDay6.0

Wait Wk2.00

Qty=200

A0030

DemandUnitDay

20.0

Repeat Demand

UnitDay6.0

Wait Wk2.00

Create Review

Package

PT Min10.00

LT Wk1.0

A0040

Repeat Demand

UnitDay

6.0

DemandUnitDay

20.0

Functions

Information Systems

A0050

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Qty=50

A0060

DemandUnitDay

20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

Create Technical

Proposal

PT Min45.00

LT Wk1.0

A0070

Repeat Demand

UnitDay

6.0

DemandUnitDay

20.0

Functions

Information Systems

Create Contract

PT Min60.00

LT Wk1.0

A0080

Repeat Demand

UnitDay

6.0

DemandUnitDay

20.0

Functions

Information Systems

A0090

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Weekly Proposal’s

Review

PT Day1.00

LT Wk1.0

A0100

Repeat Demand

UnitDay

6.0

DemandUnitDay

20.0

Functions

Information Systems

Approve or

Reject

A0110

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

DemandUnitDay17.0

A0120

Approved

DemandUnitDay3.0

A0130

Rejected

Customer Incoming

Demand

Customer Demand

UnitWk

100.0

Z0010

Repeat PT Min5.00

Repeat LT Day1.00

Repeat PT Min45.00

Repeat LT Day3.00

Repeat PT Min30.00

Repeat LT Day2.00

Batch Qty Unit150.00

Activity TimeDayWk

1.0

Flow % %10

Flow % %60

Flow % %30

Max Traversals

Tr1.00

Sales

Resource Time

HrDay

6

Efficiency %80

Resource Quantity RQ1.00

Resource Rate

$Hr

30

A0330

Technical

Resource Time

HrDay

4

Efficiency %80

Resource Quantity RQ6

Resource Rate

$Hr

30

A0340

Legal

Resource Time

HrDay

4

Efficiency %80

Resource Quantity RQ5.00

Resource Rate

$Hr

30

A0350

L0001

L0002

L0003

L0004

1

2

3

4

59.2 59.2 Approved 1st Time 35.00

25.6 84.8 Approved with Loop Back 64.00

10.8 95.6 Rejected 1st Time 35.00

4.4 100.0 Rejected with Loop Back 64.00

Route % Cum. % Name Longest Path Time

(Day)

Resource Balance Chart

Hr/

Da

y

0

5

10

15

20

25

A0330

Sales

A0340

Techn

ical

A0350

Lega

l

Create Review

Package

Create Review Package

Create

Technical

Proposal

Create Technical

Proposal

Create

Contract

Create

Contract

First Time Reqd Resource

Legend

Repeat Reqd Resource

Effective Resource Time

61Quick Transactional Pro Tutorial

Page 64: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

On your Desktop, click

the “Start eVSM” icon.

1

Click to enable

macros.Click “Trust all from

publisher” to avoid the

security notice in future.

3

4

If you see a message like this,

you must “Enable” macros.

2

Start eVSMStep 1:

62

Page 65: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 63Quick Transactional Pro Tutorial

Page 66: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Quick_eVSM

Learn eVSM BasicsStep 2:

Avoid re-sizing eVSM shapes. Instead

grow the drawing page when needed.

To resize the page, hold down the “Ctrl”

key, and then drag any page edge to the

required size. This method works on all

four edges of the page.

7

VSM

Save your Visio file and then

insert a new page via the right-

mouse menus on the page-tabs.

8

If the buttons in the toolbar disconnect,

Save the drawing, close Visio, and re-open

the drawing to continue working.

6

64

Page 67: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Learn eVSM Basics

eVSM Help resources are available in the

Learn module of the toolbar. Hover over

each help button and learn what it does.

1

Blue icons in the main stencil

represent families of shapes. Drag

out the Transport icon.

Daily

2

Use the shape’s

right-mouse menus

to turn it into a car

4

Zooming:

-Ctrl + Shift = Drag Zoom Options

-Whole page view in Visio 2003/2007: Ctrl + W

-Whole page view in Visio 2010/2013: Ctrl + Shift + W

5

To edit any text, just double-

click it. To move text relative

to the shape location, use the

Visio Text Block Tool located

by the Text Tool in the Visio

Standard toolbar.

3

65Quick Transactional Pro Tutorial

Page 68: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Enter available hours per day

here. This is actual work hours

after subtracting break time.

Drag out the two red

icons first. This is

very important!

Enter the incoming customer

demand here. Double-click

the unit field to change it

Align all new

shapes to the grid

as you drop them.

Click the Open button.

Select Transactional Pro

and click OK.

2

1

Time Center

3

4

5

Initiate the map for Quick Transactional ProStep 3:

Customer Input

Red shapes identify the application stencil and MUST be the first things dropped onto a

new page

Open

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

Z001

0

Customer Incoming

Demand

Customer Demand

UnitWk

100

eVSM Data

QuickTrans

Pro

8.22.0001.1

66

Page 69: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Initiate the map for Quick Transactional Pro

67Quick Transactional Pro Tutorial

Page 70: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Do not change any blue fields.

These will get calculated

automatically later.

The green shapes are called

“Centers”. Drag out the

centers to represent the flow.

Complete as shown

below, including

annotation and data

values.

1

3

2

Activity Center

Split Center

Queue Center

Draw the flowStep 4:

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

eVSM Data

QuickTrans

Pro

8.22.0001.1

68

Page 71: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Draw the flow

69Quick Transactional Pro Tutorial

Page 72: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Draw the flowStep 5:

Decision Center

Join Center

Terminate Center

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

eVSM Data

QuickTrans

Pro

8.22.0001.1

70

Page 73: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Double-click the

Terminate Centers to

add text.

Complete as shown

below, including

annotation and data

values.

1 2

Draw the flow

Make sure you use the right units

everywhere!

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Double-click on the unit

to change it into a

different one via the form

wherever needed

3

A0150

Deny

DemandUnitDaySIM

Demand % %Auto

A0170

Approve

DemandUnitDaySIM

Demand % %Auto

71Quick Transactional Pro Tutorial

Page 74: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Create Technical

Proposal

Qty=50

Create Review

Package

Qty=80

Click the Sequence button to

attach sequence arrows.

Customer Incoming

Demand

2

C

E

D

A

B

F

Sequence ArrowsStep 6:

Sequence

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=200

Create Contract

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

eVSM Data

QuickTrans

Pro

8.22.0001.1

72

Page 75: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

A0170

Deny

DemandUnitDaySIM

Demand % %Auto

A0180

Approve

DemandUnitDaySIM

Demand % %Auto

Approve or Reject

Weekly Proposal’s

Review

You can draw sequence

arrows between small groups

of shapes. You do not have to

do the whole set in one go.

Sequence arrows are needed for upstream

and downstream calculations. To add them,

hold down the Ctrl key and select the green

shapes in the order shown here.

1

G

H I

J

Sequence Arrows

3

A009

0

A010

0

A011

0

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

73Quick Transactional Pro Tutorial

Page 76: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Create Contract

Qty=200

Hold down the Ctrl key again

and select the green shapes

in the order shown here.

Sequence arrow visibility

can be switched on and off

using the Show Seq. button.

Click the Sequence button

add attach sequence

arrows.

2

C

A

B

3

Sequence Arrows part 2Step 7:

4

SequenceShow Seq.

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Create Review

Package

Qty=50

Create Technical

Proposal

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

eVSM Data

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8.22.0001.1

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Page 77: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

1

D

Sequence Arrows part 2

There is generally only ONE sequence arrow between any

two shapes

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

The sequence arrows

are now connecting

route one.

A0170

Deny

DemandUnitDaySIM

Demand % %Auto

A0180

Approve

DemandUnitDaySIM

Demand % %Auto

75Quick Transactional Pro Tutorial

Page 78: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Qty=80

Click the Sequence button

add attach sequence arrows.

Sequence Arrows part 3Step 8:

2

Sequence

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

eVSM Data

QuickTrans

Pro

8.22.0001.1

76

Page 79: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Approve

Approve or Reject

Hold down the Ctrl key again

and select the green shapes

in the order shown here.

1

A

B

Sequence Arrows part 3

A009

0

A010

0

A011

0

Weekly Proposal’s

Review

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

A0170

Deny

DemandUnitDaySIM

Demand % %Auto

A0180

DemandUnitDaySIM

Demand % %Auto

77Quick Transactional Pro Tutorial

Page 80: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Qty=80

Click the Sequence button

add attach sequence arrows.

B

Sequence Arrows part 4Step 9:

2

Sequence

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

eVSM Data

QuickTrans

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8.22.0001.1

78

Page 81: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Approve or Reject

Hold down the Ctrl key again and

select the green shapes in the order

shown here for the loop back.

1

A

Sequence Arrows part 4

A009

0

A010

0

A011

0

Weekly Proposal’s

Review

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

A0170

Deny

DemandUnitDaySIM

Demand % %Auto

A0180

Approve

DemandUnitDaySIM

Demand % %Auto

79Quick Transactional Pro Tutorial

Page 82: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

All of the centers are now

connected with sequence

arrows.

1

Sequence Center

Flow %

Max Traversals

Sequence Arrow add-ons Step 10:

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Customer Demand

UnitWk

100

It’s a good idea to color

loopback arrows in red to

make them standout. Make

sure all arrowheads are in

the correct direction

5

eVSM Data

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8.22.0001.1

80

Page 83: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Drag out the Max

Traversals add-on and

glue to the Flow % add-on

and change the value.

If you need to adjust a

sequence arrow, select the

sequence arrow, then drag

the yellow diamond to the

desired spot.

Drag out the Flow % and glue to the

sequence arrow. A red glue connection will

appear in the upper left hand corner of the

Flow % box indicating it is glued to the

arrow. Fill in the values. Note that a

decision center MUST have Flow % values

that equal 100.

2

3

Sequence Arrow add-ons

4

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

A0180

Deny

DemandUnitDaySIM

Demand % %Auto

A0190

Approve

DemandUnitDaySIM

Demand % %Auto

Flow % %30

LoopBack

Max Traversals

Tr1

Flow % %10

Deny

Flow % %60

Approve

81Quick Transactional Pro Tutorial

Page 84: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Activity Center

Activity Batch Qty

Activity Time

Activity Rep Time

Add-on variablesStep 11:

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Wait Wk2

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min10

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Repeat PT Min5

Repeat LT Day1

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Wait Wk1

DemandUnitDaySIM

Repeat Demand

UnitDay

SIM

Functions

Information Systems

PT Min45

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Repeat PT Min30

Repeat LT Day2

Functions

Information Systems

PT Min60

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Repeat PT Min45

Repeat LT Day3

Customer Demand

UnitWk

100

Yellow add-ons are additional

variables that can be added to each

center. Drag out and glue the

appropriate add-ons for each

Activity Center.

1

eVSM Data

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Page 85: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Add-on variables

Be careful about numerator and denominator units when

changing units

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDaySIM

Repeat Demand

UnitDaySIM

Functions

Information Systems

PT Day1

LT Wk1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Batch Qty Unit150

Activity TimeDayWk

1

DemandUnitDay

SIM

Repeat Demand

UnitDay

SIM

Make sure the units for

each variable are

correct. Double-click to

change them.

2

Flow % %30

LoopBack

Max Traversals

Tr1

A0150

Deny

DemandUnitDaySIM

Demand % %Auto

A0160

Approve

DemandUnitDaySIM

Demand % %Auto

Flow % %10

Deny

Flow % %60

Approve

83Quick Transactional Pro Tutorial

Page 86: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Click the “Solve” button

to calculate.Click the “Check” button

and fix any problems

flagged.

2

Perform calculationsStep 12:

1

Check

Solve

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

eVSM Data

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84

Page 87: Process Improvement With eVSM

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When complete, note that

all blue values show

calculated results.

3

Perform calculations

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Flow % %30

LoopBack

Max Traversals

Tr1

A0600

Deny

DemandUnitDay3.0

Demand % %15.20

A0610

Approve

DemandUnitDay17.0

Demand % %84.80

Flow % %10

Deny

Flow % %60

Approve

85Quick Transactional Pro Tutorial

Page 88: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Create Review

Package

Route MarkersStep 13:

Route Marker

52

Year

Wk

5

Wk

Day

8

Day

Hr

Prep

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk3

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Drag out a Route Marker and

glue the Leader Line to the

“Create Review Package” until

a red glue connection appears.

The “Route Markers” are used

to specify which activities a

route passes through, which

get merged to create the

Route’s name.

2

1

Type a name, “Prep” into the

xx field. Try to make Route

Marker names unique.

3

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86

Page 89: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Make sure to “Solve”

again after adding any

Route Markers.

Route Markers

Solve

Deny

App

Check

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Add the other three Route

Markers with the labels shown,

and glued to the appropriate

center.

4

5

Flow % %30

LoopBack

Max Traversals

Tr1

A0610

Deny

DemandUnitDay3.0

Demand % %15.20

A0620

Approve

DemandUnitDay17.0

Demand % %84.80

Flow % %10

Deny

Flow % %60

Approve

87Quick Transactional Pro Tutorial

Page 90: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Route TableStep 14:

Route Table

52

Year

Wk

5

Wk

Day

8

Day

Hr

Prep

Un

its

A002

0

A003

0

A004

0

A005

0

A006

0

A007

0

A008

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Drag out the

Route Table

shape.

1

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DemandUnitDay17.0

Demand % %84.80

Route Table

Route Table

Check

A009

0

A010

0

A011

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Right-click and select

“Edit Table” to

configure the Route

Table columns.

Uncheck “Period Cost,

and “Cumulative Cost

%” and click OK.

Use the “Filter

Table” right-mouse

option to filter rows

in the table.

Right-click and

select “Plot Table”.

2

3

5 4

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

The Route Markers now

show the sequence of the

marked activities that each

Route that passes through.

7

Use the “Sort Table”

right-mouse option

to sort the table by

the various columns.

6

Deny

App

A0600

Deny

DemandUnitDay3.0

Demand % %15.20

A0610

Approve

89Quick Transactional Pro Tutorial

Page 92: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Step 15:

Lead Time Chart

Plot Lead Time chart

Route Filter

52

Year

Wk

5

Wk

Day

8

Day

Hr

Un

its

Prep

Lead Time

21

A010

0

A005

0

A001

0

A002

0

A003

0

A004

0

A006

0

Z001

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Drag out two Route Filter Shapes and glue

to the Lead Time Chart icon. Double-click

one of them to change it to Route 2.

Drag out Lead

Time Chart

icon

Right click the icon

and select “Plot

Ladder Chart” to plot.

Right-click the icon and select

“Edit Ladder Chart Data”.

4

2

1

5

Longest Lead Time Segments for each Route

0 5 10 15 20 25

A0040 -

Create

Technical

Proposal

A0050 -

Qty=200

A0030 -

Qty=50

A0080 -

Weekly

Proposal’s

Review

42.00A0040 -

Create

Technical

Proposal

A0050 -

Qty=200

A0030 -

Qty=50

A0080 -

Weekly

Proposal’s

Review

35.00

eVSM Data

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Deny

App

A0150

Deny

DemandUnitDay3.0

Demand % %15.20

A0160

Approve

DemandUnitDay17.0

Demand % %84.80

Plot Lead Time chart

Check

Route Table

A007

0

A008

0

A009

0

Weekly Proposal’s

Review Approve or Reject

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Match the X-Axis Scale by first

selecting Manual and setting the

scale to 0.25 inches per unit,

then click OK.

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

3

Longest Lead Time Segments for each RouteDay

25 30 35 40 45

A0100 -

Qty=80

A0040 -

Create

Technical

Proposal

A0080 -

Weekly

Proposal’s

Review

2

A0100 -

Qty=80

1

PT VA

Legend

DT

Wait

Eff Repeat PT

Repeat DT

91Quick Transactional Pro Tutorial

Page 94: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Delete all charts and

chart shapes from

the map.

Click the Show Seq.

button to hide the

sequence arrows.

Step 16:

1

Adding resources

Resource Center

2

Show Seq.

Prep

A010

0

A005

0

A001

0

A002

0

A003

0

A004

0

A006

0

Z001

0

A015

0A016

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Sales Technical

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Resource PTMinUnit10

Repeat Resource PT

MinUnit5

Resource PTMinUnit45

Repeat Resource PT

MinUnit30

Drag out the

Resource Centers

and fill in the data.

Select a Resource Center,

and then press the SHIFT

key and select the activity

center that the resources

are being piped into. Then

click the Auto Pipe button

in the toolbar. Repeat for

the rest of the resources.

3

4

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Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Click the Solve

button to incorporate

the resource data.

Adding resources

6

Solve

52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Route Table

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Resource PTMinUnit60

Repeat Resource PT

MinUnit45

Fill in the

Pipe Arrow

data.

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

5

93Quick Transactional Pro Tutorial

Page 96: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Right click the icon and

select “Plot Chart” to plot.

Step 17:

Resource Balance Chart

2

Cost Chart

Resource Balance Chart and Activity Cost Chart

Prep

A010

0

A005

0

A001

0

A002

0

A003

0

A004

0

A006

0

Z001

0

A015

0A016

0

Qty=80

Qty=200

Create Review

Package

Qty=50

Create Technical

Proposal

Create Contract

Customer Incoming

Demand

Sales Technical

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Resource

Balance

Resource PTMinUnit10

Repeat Resource PT

MinUnit5

Resource PTMinUnit45

Repeat Resource PT

MinUnit30

Drag out the

Resource

Balance Chart

icon

Drag out the

Cost Chart

icon

1

3

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Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Resource Balance Chart and Activity Cost Chart52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Route Table

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Activity

Cost

Resource Balance Chart

Hr/

Da

y

0

5

10

15

20

25

A0150

Sales

A0160

Techn

ical

A0170

Lega

l

Create Review Package

Create Review Package

Create Technical Proposal

Create Technical Proposal

Create Contract

Create Contract

First Time Reqd Resource

Legend

Repeat Reqd Resource

Effective Resource Time

Activity Costs

$/D

ay

0

100

200

300

400

500

600

700

800

900

1000

A0010

Cre

ate

Rev

iew P

acka

ge

A0040

Cre

ate

Techn

ical P

r..

A0060

Cre

ate

Con

tract

A0080

Wee

kly Pro

posa

l’s R

..

Repeat Cost

Legend

First Time Cost

Resource PTMinUnit60

Repeat Resource PT

MinUnit45

Right click the icon

and select “Plot

Chart” to plot.

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

4

95Quick Transactional Pro Tutorial

Page 98: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Click the Show Pipes button to

hide the resource pipes on the

map.

Right-click the starburst

and select “Edit Kaizen”.

Step 18: Add Kaizen Starbursts

1

3

Show Pipes

Prep

Kaizen

Data

A002

0

A003

0

A004

0

A010

0

A005

0

A001

0

A006

0

Z001

0

A015

0A016

0

Qty=50

Create Technical

Proposal

Qty=80

Qty=200

Create Review

Package

Create Contract

Customer Incoming

Demand

Sales Technical

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00 Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

2 week back log

001

2 week queue for

contracts

002

Bottleneck at the

Create Contract

process

003

Drag out kaizen

starbursts from the Quick

Extras stencil on the right

and fill in the problems.

2

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Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Add Kaizen Starbursts52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Route Table

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

1 week delay

from periodic

meeting

004

High percent of

rework/change

005

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

Make up and enter the

impact and ease of

implementation for each

starburst.

4

97Quick Transactional Pro Tutorial

Page 100: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

To generate a Kaizen report in

Excel, click the Kaizen Export button

in the toolbar.

Step 29: Plot the Kaizen Impact Matrix

3

Kaizen Export

Prep

Kaizen

Impact

Matrix

Kaizen

Data

A002

0

A003

0

A004

0

A010

0

A005

0

A001

0

A006

0

Z001

0

A015

0A016

0

Qty=50

Create Technical

Proposal

Qty=80

Qty=200

Create Review

Package

Create Contract

Customer Incoming

Demand

Sales Technical

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00 Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

2 week back log

001

2 week queue for

contracts

002

Bottleneck at the

Create Contract

process

003

Drag out the Kaizen

Impact Matrix and

right-click to plot.

1

eVSM Data

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Copyright © 2015 The eVSM Group, All Rights Reserved

Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Plot the Kaizen Impact Matrix52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Route Table

Un

its

(001) 2 week back log

(002) 2 week queue for contracts

(003) Bottleneck at the Create Contract process

(004) 1 week delay from periodic meeting

(005) High percent of rework/change

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

1 week delay

from periodic

meeting

004

High percent of

rework/change

005

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

Drag out the

Kaizen Key

Creator.

2

5

4

3

2

1

1 2 3 4 5

Ease Of Implementation

Imp

act O

n V

alu

eKaizen Impact Matrix

001

002

003

004

005

99Quick Transactional Pro Tutorial

Page 102: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Use the Map Copy button to

copy the whole map to a new

page in the file.

Step 20: Creating a future state map

1

Map Copy

Prep

Kaizen

Data

A002

0

A003

0

A004

0

A010

0

A005

0

A001

0

A006

0

Z001

0

A015

0A016

0

Qty=50

Create Technical

Proposal

Qty=80

Qty=200

Create Review

Package

Create Contract

Customer Incoming

Demand

Sales Technical

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00 Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

2 week back log

001

2 week queue for

contracts

002

Bottleneck at the

Create Contract

process

003

eVSM Data

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Creating a future state map52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Route Table

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

High percent of

rework/change

005

1

2

3

4

Summary

Prep|Check|App 11.84 59.20 59.20 35.00 App

Prep|Check|Prep|Check|App

5.12 25.60 84.80 64.00 App

Prep|Check|Deny

2.16 10.80 95.60 35.00 Deny

Prep|Check|Prep|Check|Deny

0.88 4.40 100.00 64.00 Deny

20.00 100.00 100.00 43.70

Route Route Name

Txt

Route Traversals

Unit/Day

Route %

%

Cumulative Route %

%

Lead Time (longest)

Day

Termination Name

Txt

1 week delay

from periodic

meeting

004

Flow % %30

LoopBack

Max Traversals

Tr1

Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Flow % %10

Deny

Flow % %60

Approve

101Quick Transactional Pro Tutorial

Page 104: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Step 21: Hide/Show - Demand Visualization

Prep

Kaizen

Data

A002

0

A003

0

A004

0

A010

0

A005

0

A001

0

A006

0

Z001

0

A015

0A016

0

Qty=50

Create Technical

Proposal

Qty=80

Qty=200

Create Review

Package

Create Contract

Customer Incoming

Demand

Sales Technical

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00 Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

eVSM Data

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Hide/Show - Demand Visualization52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Click the Views

button.Views

1

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00 S Demand

UnitDay

20.00

S Demand

UnitDay

2.00

UnitDay

20.00

S Demand

UnitDay

18.00

S Demand

UnitDay

SIM

Flow % %30

LoopBack

Max Traversals

Tr1

Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Flow % %10

Deny

Flow % %60

Approve

Check the box for “S

Demand” variable to make

it visible on the map.

2

103Quick Transactional Pro Tutorial

Page 106: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Step 22: Demand Visualization – Line Thickness Gadget

Prep

Kaizen

Data

A002

0

A003

0

A004

0

A010

0

A005

0

A001

0

A006

0

Z001

0

A015

0A016

0

Qty=50

Create Technical

Proposal

Qty=80

Qty=200

Create Review

Package

Create Contract

Customer Incoming

Demand

Sales Technical

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00 Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Glue each end of

the gadget to the

Operation Tag.

2

Drag the yellow flying

glue connector to the

“S Demand” variable

on the sequence

arrow, and glue it. A

red glue connection

should appear on the

variable confirming it

is glued.

4

Right-click the gadget and

select “Create Gadget by

Example” to create this

gadget for the rest of the

sequence arrows.

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

3

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Demand Visualization – Line Thickness Gadget52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

Drag out the “Curve

Tk Gadget” from the

eVSM Icons stencil.

1

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00 S Demand

UnitDay

20.00

S Demand

UnitDay

2.00

UnitDay

20.00

S Demand

UnitDay

18.00

S Demand

UnitDay

6.00

Flow % %30

LoopBack

Max Traversals

Tr1

Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Flow % %10

Deny

Flow % %60

Approve

105Quick Transactional Pro Tutorial

Page 108: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Step 23: Managing Gadgets

Prep

Kaizen

Data

A002

0

A003

0

A004

0

A010

0

A005

0

A001

0

A006

0

Z001

0

A015

0A016

0

Qty=50

Create Technical

Proposal

Qty=80

Qty=200

Create Review

Package

Create Contract

Customer Incoming

Demand

Sales Technical

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Wait Wk1.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

0.00

PT Min45.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min30.00

Repeat LT Day2.00

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Wait Wk2.00

DemandUnitDay20.0

Repeat Demand

UnitDay

6.0

Functions

Information Systems

PT Min10.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min5.00

Repeat LT Day1.00 Functions

Information Systems

PT Min60.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Repeat PT Min45.00

Repeat LT Day3.00

Customer Demand

UnitWk

100.0

Resource Quantity RQ1.00

Resource Time

HrDay

6

Resource Rate

$Hr

30.00

Efficiency %80

Resource Quantity RQ6.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00

To manage gadgets on the

map, click the “Gadgets”

button.

2

Gadgets

eVSM Data

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Managing Gadgets52

Year

Wk

5

Wk

Day

8

Day

Hr

Check

Un

its

A007

0

A008

0

A009

0

A017

0

Weekly Proposal’s

Review Approve or Reject

Legal

DemandUnitDay20.0

Repeat Demand

UnitDay6.0

Functions

Information Systems

PT Day1.00

LT Wk1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Batch Qty Unit150.00

Activity TimeDayWk

1.0

DemandUnitDay

20.0

Repeat Demand

UnitDay

6.0

Resource Quantity RQ5.00

Resource Time

HrDay

4

Resource Rate

$Hr

30.00

Efficiency %80

See how the

gadget sizes to the

demand value.

1

S Demand

UnitDay

20.00

S Demand

UnitDay

20.00 S Demand

UnitDay

20.00

S Demand

UnitDay

2.00

UnitDay

20.00

S Demand

UnitDay

18.00

S Demand

UnitDay

6.00

To hide/show a

gadget, use the

Visibility toggle.

3

Use this dialog to

rename, scale, color

code, or delete the

gadget

4

Flow % %30

LoopBack

Max Traversals

Tr1

Deny

App

A0180

Deny

DemandUnitDay3.0

Demand % %15.20

A0190

Approve

DemandUnitDay17.0

Demand % %84.80

Flow % %10

Deny

Flow % %60

Approve

107Quick Transactional Pro Tutorial

Page 110: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 108

Page 111: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 109Quick Transactional Pro Tutorial

Page 112: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 110

Page 113: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 111Quick Transactional Pro Tutorial

Page 114: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Icons

Toolbar buttons

Index Entry

Page Entry for Button Index

Page Entry for Icon Index

Icon Name

Page Number

Process

A

,

Text Block

Chapter Sections

TOC ChapHead

00

112

Page 115: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Index Entry

Page Entry for Button Index

Page Entry for Icon Index

Icon Name

Process

A

TOC Heading

Questions

Content

113Quick Transactional Pro Tutorial

Page 116: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

· This page contains the masters for the navigation buttons.

· Every shape on this page which is associated with a layer with the letters “MJ” in it should be copied to every foreground page and be put in exactly the same position it is on this page. It can only be located in the designated left margin.

· Each button is on a different layer. User can create new buttons on new layers. Each layer must have the letters “MJ” in it

· User can replace buttons as layer name is maintained.

· On every web publish all shapes with a pinx of < 0.325 will first be deleted

· Hyperlinks on buttons can be edited on this page only.

· The 3 Index chapters will only be created if their respective button exists on this page (layer names of these buttons are fixed and cannot be changed)

Program Logic

For each button layer found

on this page, delete layer

content from all other pages

For each button on this page,

copy button to every

foreground page

Trigger: Web Publish

114

Page 117: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved 115Quick Transactional Pro Tutorial

Page 118: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Appendix A

Increasing Sample Size to Improve Accuracy

A sample set of units originating at the customer shape is sent through the value stream, one at a

time, and forks at decision points based on the Flow % variables. This method is used to

approximate demand and repeat demand values at each point. The accuracy of these values

increases if the sample size is increased, but at the expense of higher compute times.

The default sample size is set to 250 units. In the example on the right, the demands at Process A

and B are approximately their 40 and 60 theoretical values. We recommend after creating a map,

make a “final run” and increase the sample size to improve the accuracy. To do that, follow the

steps below.

List Variables1. Select the Customer Center, then click the List Variables button in the toolbar.

2. Double click the “250.00 Unit” to change the number.

3. Change the Value to 1000 and click OK.

5. Click the X in the top right corner to get out of the List

Variables form.

6. Click the Solve button in the toolbar to run the

simulation again with the new sample size and number of

replications.

4. Change the number of Replications from the default of

5.00 Units to 10.

Solve

7. The demand numbers will now be closer to their

theoretical values.

116

Page 119: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

1

1

8

Day

Hr

5

Wk

Day

52

Year

Wk

Customer Incoming

Demand

Customer Demand

UnitDay

100.0

Z0010

Qty=40

A0020

DemandUnitDay

100.0

Repeat Demand

UnitDay0.0

Wait Hr1.00

DecisionA0030

DemandUnitDay

100.0

Repeat Demand

UnitDay

0.0

Process A

PT Min5.00

LT Hr10.0

A0040

Repeat Demand

UnitDay

0.0

DemandUnitDay

35.6

Functions

Information Systems

Process B

PT Min7.00

LT Hr12.0

A0050

Repeat Demand

UnitDay

0.0

DemandUnitDay

64.4

Functions

Information Systems

Flow % %40

Flow % %60

DemandUnitDay

100.0

A0060

L0001

L0002

1

2

64.4 64.4 Route 1 1.63

35.6 100.0 Route 2 1.38

Route % Cum. % Name Longest Path Time (Day)

eVSM Data

QuickTrans

Pro

8.21.0096.0

117Appendix A

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Copyright © 2015 The eVSM Group, All Rights Reserved 118

Page 121: Process Improvement With eVSM

Copyright © 2015 The eVSM Group, All Rights Reserved

Training Evaluation & Reflection

119Training Evaluation & Reflection

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Copyright © 2015 The eVSM Group, All Rights Reserved 120

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Copyright © 2015 The eVSM Group, All Rights Reserved

Name:_____________________________ Title/Role:___________________

Email:_____________________________

Please indicate your impressions of the items listed below.

Strongly

Agree

Agree Neutral Disagree Strongly

Disagree

1. The training met my expectations

2. I will be able to apply the

knowledge learned.

3. The training objectives for each

topic were identified and followed.

4. The content was organized and easy

to follow.

5. The materials distributed were

pertinent and useful.

6. The trainer was knowledgeable.

7. The quality of instruction was good.

8. The trainer met the training

objectives.

9. Class participation and interaction

were encouraged.

10. Adequate time was provided for

questions and discussion.

11. How do you rate the training overall?

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

q q q q q

Excellent Good Average Poor Very Poor

12. What aspects of the training could be improved?

eVSM Training Evaluation Form

121Training Evaluation & Reflection

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Copyright © 2015 The eVSM Group, All Rights Reserved

eVSM Training Evaluation Form

1. Describe the next mapping activity you are involved in.

2. Do you plan to use the tools you have learned about in the workshop? If so, how?

3. What challenges do you envisage in applying these tools?

4. What advantages will you realize in applying these tools?

5. Other Comments?