Financial Products

Financial organizations must reduce cost through the reduction of wastes (non value-added activities) related to work flow, order taking, communications to customers, data collection, and travel. The global economy is forcing U.S. businesses to view their internal cost structure to maintain a competitive edge. Therefore, organizations must internally use new business practices such as Lean for Financial Services. Lean is the application of the tools and concepts documented and used by the world-class Toyota Motor Company. The tools and concepts of Six Sigma should also be used for a comprehensive Lean Sigma approach to continuous improvement.

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The New Lean for Financial Services Training Set

Original price was: $195.00.Current price is: $165.50.

By: David M. Tapping
The New Lean for Financial Services Training Set is your 21st century solution to conveying the methodology of teaching Lean practices in the financial service industry. This Set is based on over 10 years of implementing Lean in insurance, investment, banking, credit union, and mortgage companies. The Set allows you to teach the topics contained in the best selling The Lean Pocket Handbook for Financial Services and The (New) Lean Office Pocket Guide with references throughout on the Note Pages of the Facilitator’s Guide. The Lean Office Assessment (Microsoft Excel) will allow you to identify key areas that may be of value to initiate Lean projects.

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The Lean Office Jeopardy Game

$29.95

The Lean Office Jeopardy Game (available as a Microsoft PowerPoint file for you to customize) is a highly-engaging game to reinforce Lean concepts presented throughout a training session or workshop. This activity is typically conducted at the end of a training session. Lean Jeopardy allows for the group to be energized with the information that had been presented, while at the same time having fun in a competitive manner. The Lean Office Jeopardy Game has four categories, What is it?, Why use it?, Where use it?, and Picture this? with 5 answers for each category. There is also an additional 100 answers provided in a Microsoft Word file from which you can cut and paste into the PowerPoint file for newer versions as you see fit. The new questions are referenced from The New Lean Office Pocket Guide.

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Office Lean – It Can Be Done! DVD

$95.00

This is a 10 minute virtual tour of Eaton- Aerospace Division’s Customer Service organization. It shows the before and after of the Order Entry Value Stream, along with testimonials on how it was done. The tools of 5S, value stream mapping, document tagging, standard work, runners, takt time, pitch, heijunka, kanbans, etc. are all shown working in this administrative setting. (Click on the photo for more information and to see a clip of the video.)

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The 5S Desktop (PC) Training Set

Original price was: $195.00.Current price is: $165.00.

By: Joe Buys, Vlado Babon, and Don Tapping
The 5S Desktop (PC) Training Set allows you to apply the Lean tool of 5S to your electronic files and folders using Windows Explorer and Outlook. The Training Set is based off the best-selling The 5S Desktop (PC) Pocket Handbook with references throughout on the Note Pages of the Facilitator's Guide. You will learn the step-by-step procedures for organizing and standardizing all your electronic files through the Greybeck, Inc. case study. Also, through the 5S phases, flags, filters, and reminders will be discussed to ensure your emails are better organized and handled. 5S is a powerful tool to begin to improve office productivity in regards to data and information flow.

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Who Hollered Fore?

Original price was: $9.95.Current price is: $7.95.

By: Don Tapping and John West

Who Hollered Fore? creates an awareness of the evils of variation – along with the realization of what that costs an organization in time and money. This book will assist in creating a common language and basic Lean theme throughout your organization. Through the story of John, Laura, and the Bartlett’s, as they participate in a charity golf event, the conversation about Lean and golf become intertwined. And finally they discover the secret to it all! About Who Hollered Fore? Who Hollered Fore? creates an awareness of the evils of variation – along with the realization of what that costs an organization in time and money. It also provides a common language and theme so everyone can understand its importance. This realization and subsequent action will dramatically improve an organization’s ability to improve the current process – thereby improving the bottom-line.

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5S Training Set

Original price was: $195.00.Current price is: $185.00.

By: Todd Sperl, Joe Buys, and Rob Ptacek The 5S Training Set allows you to lead a continuous improvement team in the training and the subsequent implementation of 5S. The presentation includes a brief overview of Lean, Six Sigma, and Lean Six Sigma, guidelines for each step, examples from successful 5S practices, as well as Sensei Tips from those who have done it. The worksheets that are referenced can be immediately customized in the accompanying Excel worksheet file. Notes are included throughout the presentation to assist in explaining the various slides.

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Lean Six Sigma for Service Training Set

Original price was: $195.00.Current price is: $175.00.

By: Rob Ptacek and Jaideep Motwani (PhD)
The Lean Six Sigma for Service Training Set is your complete set of materials for conducting training on the tools and concepts of Lean and Six Sigma as applied to all types of service industries. With over 300+ PowerPoint slides, each tool is thoroughly explained with examples from a wide range of service industries as well as administrative and desktop processes within those organizations. Use this Training Set to customize and add/remove examples and photos as you deem appropriate. No training program that is purchased can be exactly what you want, therefore, it is expected this set be customized. A Dropbox file link will be provided upon purchase!

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The Simply Lean Training Set

Original price was: $195.00.Current price is: $139.50.
The Simply Lean Training Set is your 21st century solution to conveying the PLAN-DO-CHECK-ACT (PDCA) methodology with a Lean focus. This set is based on over 30 years of problem solving and Lean implementation. The Set allows an organization to teach the topics contained in The Simply Pocket Guide with numerous interactive case studies that allow the participants to practice using basic problem solving tools. The Set also conveys the most basic aspects of Lean through examples and digital photos. In this training set you will learn how to:

Use quality improvement tools through case study examples and activities

Integrate Lean into any problem solving or Six Sigma project

Conduct Kaizen Events

Summarize the teachings through a Simply Lean Jeopardy game

Conduct a simulation that conveys Lean and problem solving solutions
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Employee Balance Chart

Original price was: $45.00.Current price is: $35.00.

Work load balancing is the optimal distribution of work units throughout the value stream to maintain takt time or pitch. Also known as employee/staff balancing or line balancing, work load balancing assures that now one worker is doing too much or too little work. Work load balancing begins with analyzing the current state of how work relative to the value stream is allocated and ends with an even and fair distribution of work, ensuring that customer demand is met with a continuous flow mentality. The Employee Balance eTool will make this process easier by allowing you to enter the various process activities and cycle times, as well as automatically displaying them in bar graph form. This eTool is a fully customizable Microsoft Excel file. Everything is here and ready for you to get started!

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iLEAN – 21st Century Lean

Original price was: $35.00.Current price is: $22.50.

By: Vlado Baban, Joe Buys, and Don Tapping
iLean's content will provide actual case studies, application examples, and working macros that have proven successful in improving information flow in all types of environments. iLean was arranged in a format that should provide you with enough detailed guidance (step-by-step instructions) to apply a similar-type Lean practice to your work process. Starting with Chapter 3, each chapter begins with a section titled Is this you? which was specifically designed to assist you in determining if that chapter has immediate relevancy to your current work challenges. Subsequently, it is suggested that a formal standard improvement methodology, Six Sigma's Design-Measure-Analyze-Improve-Control (D-M-A-I-C), Edward Deming's Plan-Do-Check-Act (PDCA) or some other similar methodology be used if a formal structure is required and/or more statistical analysis needs is required. However, many of the concepts and tools presented throughout this book can be implemented by an individual worker and, therefore, will not require a formal process (other than good project management skills). Microsoft s Office suite of products of Word, Excel, and Outlook, as well as Open Source applications of vTiger, Google Docs, and Huddle, are referenced throughout this book to provide an overall understanding of how Lean can be used to move information faster and more accurately than ever before. In doing so, you will be able to reduce inter-office dependencies, delays, and errors that may be present in your current business processes.

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The Lean Pocket Handbook for Financial Services

$5.95

By: David M. TappingThe Lean Pocket Handbook for Financial Services is a quick, ready-to-use, reference allowing employee's in the financial, insurance, and banking industry to learn, understand, and apply Lean (continuous improvement) tools. The book describes the basic thirteen Lean tools (5S, continuous flow, standard work, paper file system, Six Sigma, etc.) that have proven successful in financial service applications. Lean is a business improvement system based on the powerful concepts documented by the world-class Toyota Motor Corporation. Lean is a process to eliminate waste. For these financial service industries to obtain their share of the 21st century investment and banking business, costs must be contained and waste eliminated. If this does not occur through the use of Lean and Six Sigma, your ATM card will be drawing from the Chekiang First Bank Ltd., Beijing, China.

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Lean Office Assessment

Original price was: $45.00.Current price is: $35.00.

The Lean Office Assessment was created allowing a departmental work group or individual to continually assess their Lean or continuous improvement initiatives. The Lean Office Assessment is a customizable Microsoft Excel spreadsheet that will provide a baseline from which you can then improve your administrative processes. It also can assist in determining which Lean tools may be of value during a continuous improvement project. The Lean Office Assessment has 10 Lean building block categories that are further divided into 34 sub-categories that are individually scored. All categories are automatically linked to the Overview page which displays a Radar (or Spider) Chart of the total category scores. The score will assist you into allocating the appropriate resources in your Lean project. When conducting the Assessment the work group or individual must relate their database management procedures and Microsoft Office practices to the overall concepts and tools referenced. The 10 categories are: 5S, Quality, Physical Layout, Visual Controls, Standard Work, Continuous Flow, Pull Systems, Leveling, Continuous Improvement, and Training.

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