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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    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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    By: Don Tapping, Anne Dunn, Doug Fertuck, and Vlado Baban

    Note:  Currently out of stock for hard copy.   We Print-On-Demand for this title of quantities of 20 or more.  Please call 734-475-4301 to place your order.

    Your ebook will be provided as a downloadable file.

    The downloadable PDF book provided is to be distributed to the quantity purchased. Unauthorized copying or sharing is not permitted. Please email info@theleanstore.com or call 734-475-4301 if you have any questions on the ebook(s) purchase.  EG., purchasing 5 copies of a book will allow you to distribute the PDF to 5 users.
    Lean Office Demystified II is simple to understand and provides easy-to-do steps explaining how Lean can be applied in various administrative settings. The tools of takt time, pitch, leveling, standard work, mistake proofing, value stream mapping, etc. are all explained with examples that anyone can relate to. The book provides three main steps into applying Lean in any type office environment.This new version also reveals the secrets on how Lean can be leveraged with MS Office (and other applications) to move information where it is needed, when it is needed, in error-free ways never dreamed of - at the speed of sight. Learn how MS Excel, Word, Access, Grove, and Visio, as well as ACT!, Windows Explorer, and Google Docs can be used in applying Lean tools and concepts. This is all conveyed through the Global Winds case study that is included at the end of each chapter.This easy-to-use book includes everything you need for success - readiness guides, worksheets, forms, screen shots, application examples, etc. Lean Office Demystified II goes beyond theory to explain how all this works in the actual business case study of Global Winds. Lean Office Demystified II will boost office performance, reduce costs, and increase customer satisfaction, while at the same time create stress-free work place.
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    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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    By: Don Tapping

    Note:  Discontinued!  If this product is ordered we will substitute the more comprehensive and up-to-date Practical Lean Six Sigma for Offices (value of $12.95 and is the larger 5" x 8.5" format for easier reading) for the same price for a limited time only. (If quantities over 100 are needed, we can Print-on-Demand, and please email info@theleanstore.com for pricing and availability.)
    The New and Improved Lean Office Pocket Guide has over 120 illustrations to visually convey the tools and concepts, along with detailed descriptions of all the Lean tools. This newer version of the best selling The Lean Office Pocket Guide also includes: 10 sections that include examples of Lean for electronic files and folders, a Waste Audit, and a Glossary of Lean terms.  The tools of 5S, value stream mapping, document tagging, continuous flow, standard work, visual control, takt time, pitch, runners, waste, plus numerous other Lean tools are thoroughly defined as well as guidelines provided for the implementation of each tool.  This version has digital photos of Lean office best practices throughout!
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    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.
  • Sale!
    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.
  • 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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    This set of forms has proven successful in many Fortune 500 companies. The key to any project or continuous improvement is effective communications and alignment to the strategic goals of the organization. Delivered as customizable Word documents.
  • 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.)

  • A flexible template to make accurate current and future state drawings for your value stream maps.

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    The Kaizen Worksheets include all the forms and checklists you need to conduct a Kaizen event. These are meant to support your internal kaizen event process. For more detail on how to conduct a kaizen event for your industry, please check The Lean Store.com for more workbooks detailing the process. Delivered as customizable Excel worksheets.
  • The Lean Pocket Handbook for Kaizen Events is your personal (i.e., individual) Lean planner for the 21st century. We have found individuals that use this pocket handbook feel more part of the Kaizen team. They also continue to contribute improvement ideas well past the formal team Kaizen Event. That is what Lean is all about - making those small, incremental, improvements daily (i.e., hour-by-hour and minute-by-minute) by those closest to the process.
    This handbook is designed to be:
    1. A quick-reference guide.  Lean tools are explained in more detail in other manuals or by your facilitator during the instruction portion of the workshop.
    2. Your individual (i.e., personal) log. When working outside the formal training class, notes and ideas about the area or process that are being analyzed can be easily written down in this handbook (serving as your personal log) so as not to lose valuable process information.
    3. Your personal Kaizen planner. Kaizen Events will require that individual tasks be assigned to team members to be completed prior to the next meeting.  Many of these tasks will need to be scheduled within the individual’s current work day. This handbook will thus serve as your “planner” to assure these tasks are adequately planned and completed on time.
    4. A tool to self-initiate Idea Kaizens.  An Idea Kaizen is an individual that implements an improvement with little or no assistance or resource required.  This is similar to a Suggestion Program submission; however, the individual with the Idea Kaizen would be responsible for immediate implementation of the idea.
    5. A learning tool.  Each tool will have illustrations to graphically represent the essence of each tool. This will allow you to better understand and learn about each tool prior to using them in your Kaizen Event.

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