A Black Belt Consults (Case Study Assessment Tasks)
A Black Belt Consults (Case Study Assessment Tasks)
CS&F are at the start of their Lean 6 Sigma journey and desperately need to get started.
As you travel down for your first day you review some information that Alan’s assistant has thoughtfully sent
you ….
Background
Consolidated Sugar & Fats (CS&F) is a sweet manufacturer based in the small market town of Minton
Blizzard. Although the company was originally privately owned it has been a limited company since the
mid-1990s. The company’s main brand is “Uncle Jim’s” which has a worldwide appeal partly due to its
nostalgic associations but also because of the excellent quality of the sweets.
In this case study we are going to limit ourselves to a particular type of confectionary known as “boiled
sweets”.
CS&F have 3 brands of boiled sweet which you need to know about:
“Dibbers Supermarket”
CS&F have a contractual obligation to provide Dibbers with their “Own Brand” boiled sweets.
“Target” Brand
Devised by CS&F as a way to help mitigate their fixed costs. When there is no need to produce the
other brands then the production line makes Target. Value sweets, priced to sell, CS&F do not
guarantee supply of these sweets.
A short overview of the boiled sweet manufacturing process
CS&F have two production lines that manufacture boiled sweets. The original process was semi-
automated in the late 1970s and has been maintained ever since. This process is crude by modern
standards but does give an “old fashioned” feel to the sweets made due to the variance of the sweet
forming process. The line consists of a number of independent units. Some have been replaced with more
modern models over the years but the sweet formation, which gives the sweets their old-fashioned look and
feel, remains unchanged.
In your talks with the company you have discovered that they appear to be concerned especially about the
quality of the “wrapping station” (the unit that wraps each sweet in a plastic film). Uncle Jim’s uses only
natural ingredients their confectionery, each sweet consists mainly of sugar with a small percentage of
flavourings added.
The sugar and other ingredients are melted in a boiler unit (boiler) which is positioned over a moving belt.
The boilers are sealed units similar to pressure cookers. As the mixture heats up it melts and the internal
pressure builds up. The pressure forces the viscous mixture through a nozzle which has a number of holes.
The pressure forces the molten mixture through the holes in discrete drips. The falling drips impact the belt
which results in the characteristic “boiled sweet” shape.
The sweets then flow under a cooling fan and then pass into an automatic wrapping device which wraps
them in a plastic film.
The wrapped sweets are collected into a hopper which has a funnel at the bottom with an automatic
dispensing valve.
Opened bags travel under the valve which feeds a pre-set weight (nominally 100) of sweets into each bag.
The bags then travel to a sealing station which closes the bags. The bags are then auto packed into cartons
of 60 bags and the cartons are sealed ready for shipping.
The factory has two production lines; this means that the company can produce two types of sweet at a
time. To manufacture another type of sweet the factory needs to stop a production line and thoroughly
clean it to remove any trace of the previous ingredients - this takes about 2 hours so company policy is to
manufacture in large batches (typically they produce enough of one sweet to satisfy demand for 3 months).
Major Business Units
CS&F has the following major units in the business:
Imagine that you have been introduced to Alan Forden the MD (CEO) of CS&F. Alan is very keen to take up
Lean 6 Sigma but is having difficulty explaining to his fellow Board members why it would be a good idea.
Evidently, some members of the Board have expressed scepticism as they don’t think that quality initiatives
are capable of driving costs down in a significant way.
Alan has asked you to attend the next board meeting and provide a very short overview of what Lean 6
Sigma is and why CS&F should embrace Lean Thinking.
Tip: Keep this short and sweet – you only have 3 minutes to deliver your presentation. Black Belts need to
be communicators and good communicators know their audience and adapt their presentations to fit. You
audience is the Board of Directors of CS&F and the aim is to grab their attention and make them think that
Lean thinking is a good philosophy to invest in.
Assessment task 2: What’s the question? (3 marks)
There is a concern that Production Line B is experiencing a lot of delays. As part of an initial investigation
the production team where asked to log all breakdowns and delays with an estimation of how long the delay
was. The log is reproduced on the next page
You have been asked to help prepare the initial Data Collection Plan
Using the Log on the next page see if you can provide answers to the following:
(2) Can you spot any “Quick wins” or activities that the team could undertake while formal data
collection is taking place?
Reason for stoppage Delay time
Wrapper feed playing up 10 minutes
Wrapper mechanism jammed 25 minutes
Wrapper part replaced 13 minutes
Waiting for flavourings 14 minutes
Rap slit again line shut off 25 minutes
Auto wrapping problems 30 minutes
Dispenser funnel jammed 17minutes
Out of sugar 9 minutes
Plastic wrapping film split 21minutes
Sweets not cooled enough to wrap (switched off line, switch fan speed 4 minutes
up)
Wrapper feed stuck 18 minutes
Sweet boiler unit cleaning 27 minutes 40
seconds
Product switch over (had to find cleaning tools) 3 hours
Wrapper unit belt fell off 6 minutes
Hopper overflowed 10 minutes
Wrapper belt snapped - replaced 14 minutes
Wrapper belt fell off - refit and adjust 8 minutes
All three heating units had to be cleaned as line had stopped B4 18 minutes
Sweet trolley nicked by thieving warehouse lot stopped us moving 20 minutes
sweets
Wrong flavourings delivered 21 minutes
Motor problems 5 minutes
Wrapping cutter U/S - cleaned 17minutes
Out of bags 11 minutes
Wrapper guillotine stuck 16 minutes
Wrapper cutter adjusted 10 minutes
Lost OTGI (Recipe for mixture) 7 minutes
Sweets not wrapped right reset equipment 14 minutes
Essential maintenance to wrapper – electrician attends and replaces 31 minutes 20
selector contact as burnt out and needed replacing quickly seconds
Heater jammed needed TLC 30 minutes
Mike forgot to switch on mixer 5 minutes
Wrapping film problems 5 minutes 40
seconds
Fan overheating - replaced 49 minutes
Plastic wrapping film split 21 minutes
Plastic film spool feed clogged 27 minutes
Sugar container stuck so we could not use until we found a lever to get 6 minutes
the top off
Assessment task 3: Training the Team (6 marks)
Black Belts perform training. In this assessment you will prepare and deliver a short training module on a
basic Lean 6 Sigma topic or technique.
Tips:
Your Instructor will set the duration but typically this is between 5-10 minutes so choose a simple topicand
keep it brief.
Don’t forget to introduce yourself and the topic
We are not looking for polished training material. Hand written notes, flipchart paper, basic slides are all
acceptable
Sketch Your Training Plan here (intro, main body and exercise)
Assessment task 4: Measuring Capability (2 marks)
The Logistics division of CS&F is responsible for picking and delivering orders to their wholesale
customers.
Delivery is scheduled for the “midday slot” the goal is to deliver at 12:00 (noon), however two hours on
either side is considered acceptable.
In line with industry best practice CS&F look for a value of 1.33 for both Cp and Cpk as this is a good
compromise between cost and performance.
The company have recorded process performance over a 5 day period in a Minitab Worksheet. You will use
this data to determine how capable the process is.
Follow the steps through using Minitab then prepare a short description of the situation in terms that
Business would understand. Perhaps you would wish to indicate if the process is satisfactory and if not
how much trouble it is in.
• Open a new project – (File New Project). If prompted: do NOT save your data
• Navigate to your course folder (File Open …)
• Open the file “Capability example”
• This pre-loads the worksheet for this exercise:
•
The historical Mean is set to 12 (12.00 noon) which is the target time
When you are ready click on “OK” – Minitab will draw up a chart
Step 4: view the results and draw conclusions – is the process capable??
Like many stats programs, Minitab will provide lots more parameters than we need for this task. Concentrate on
Cp and Cpk and create a brief report explaining in business terms what your findings are:
Assessment task 5: What next? (3 marks)
You have been approached by Libby Randall the Transport Manager for CS&F for some advice.
She has seen the evidence of the Paired t-test for consumption and does not know how to proceed.
Currently each Lorry in the fleet is serviced once per your when it also has its yearly MOT (Road Safety
Test) carried out. The Lorry manufacturer specifies two types of service a “Basic Service” and a “Full
Service”. A Basic service consists of basics checks plus cleaning and replacement of the Air Filter. Every
other year the Manufacturer specifies a “Full Service” which in addition to the Basic Service includes
stripping down the engine, replacing the fuel injectors, and re-tuning. A full lorry service costs £400 plus
parts (this is for 3 hours of a mechanics time @ £85/hour plus consumables). An MOT costs £120. A Basic
Service costs £100 (an hour of a mechanics time @£85/hour plus consumables). New Lorries under 3
years old do not require the MOT and also any parts other than expendables are replaced free of charge
under manufacturer’s warranty.
A cost for routinely fitted parts is shown below:
Libby feels that after a service there is a drop in fuel consumption which saves between £5-£10 for each full
tank of diesel, however the effect reduces sharply over time. The type of service (Full or Basic) does not
seem to make a difference to the fuel savings. On average, each lorry uses about 8 tanks of fuel per week.
Libby has recorded how the extra savings per tank drop off calculating on a weekly basis over 20 weeks on
a typical lorry:
Libby is keen to save money and help protect the environment but does not know what to do next? What
would your advice be?
What you need to do:
Looking at the data that Libby has provided you with, and your own common sense, identify a cost effective
action plan that could make a saving within the philosophy of Lean Thinking
Tips:
Think of “Quick wins” then areas that Libby might want to investigate and try and describe a long term vision
of how Lean Thinking could be utilised to save fuel – remember Lean likes Low Tech simple cheap
solutions (look to change the system not add more resources). Reflect on the Lean concept of
“Empowerment”
Your Advice:
Assessment task 6: The right hypotheses tests (4 marks)
You have been asked to advise a Green Belt from the production team who is running a DMAIC project.
The project is about to start the Measure phase and the Data Collection Plan is being developed.
The Green Belt wants your input so that the correct data is collected
Wrapping Station
Manufacturing has problems with the wrapping machinery in both production lines. They are getting
constant miss-wraps although there is a slight difference experienced when comparing the two lines with
each other. The manufacturer of the wrapping station has sent over some information which allows the
Green Belt to identify the average failure rate for a well maintained system. Manufacturing are keen to
understand if there is a difference between the two lines and if they vary from the statistical norm. The GB
has already checked that the data appears to be normally distributed.
Your Advice:
Tip:
Think about the type of data to be collected – remember the data type influences your choice of test
Assessment task 7: Control Charts and SPC (6 marks)
You have been asked to advise a Green Belt from the Web Fulfilment Team who is running a DMAIC
project. The project is about to start the Measure phase and the Data Collection Plan is being developed.
The Green Belt wants your input so that the correct data is collected
You must Include at least one Control Chart type or types and identify sample size, and probable
number of samples plus appropriate measurement timescales. Also feel free to identify other SPC tools
(such as Pie charts, Histograms/ Bar charts, Box and Whisker charts, Hypotheses tests) which might be
useful.
You will need to identify at least two tools (Control Cart + one other) in this exercise
Box fill
The Web Fulfilment Team (WFT) has just introduced a Premium Package offering on the Uncle Jim’s
website. This consists of a gift wrapped box containing sweets, flowers and wine. The boxes need to be
sturdy as well as carefully and neatly packed as the price to the customer is significant. As this is a new
venture, the management team are keen to understand their performance both now and as time
progresses.
From their general pool of packers they have selected a team of 4 experienced staff to handle these
more complex orders. Each member has had special training. As a new venture, the team feel that the
packing time is slower than it could be, however this is OK at the moment as the emphasis has to be on
“getting it right” rather than speed. At the moment they are getting between 10-20 Premium orders each
day they expect this to increase slowly to about 50. The packers have other duties but the premium
packing task is their priority. At any time there could be between zero and the full team of 4 working on
Premium orders.
The WFT Management team is keen to understand the time taken to pack each order, so that they can
demonstrate improvement, share best practice and generally remove waste. They want to know how
each individual packer performs and also how the group performs and they want to see the changes
over time.
(2)How would you model this process in a way to provide the understanding needed by the
business? (at least 1 control chart plus parameters and 1 other SPC tool)
Assessment task 8: MSA (6 marks)
Under your direction a representative sample consisting of 8 cartons was selected and two appraisers
tested the moisture using a single moisture monitor. Each tester measured each carton three times.
NB: The data is also available as an Excel spreadsheet under the same name and included as a print out
over the next two pages
(3) Results
Source DF SS MS F P
Part 7 10352.7 1478.95 144.624 0.000
Operator 1 44.1 44.08 4.311 0.077
Part * Operator 7 71.6 10.23 2.134 0.068
Repeatability 32 153.3 4.79
Total 47 10621.7
Source DF SS MS F P
Part 7 10352.7 1478.95 256.447 0.000
Operator 1 44.1 44.08 7.644 0.009
Repeatability 39 224.9 5.77
Total 47 10621.7
Gage R&R
%Contribution
Source VarComp (of VarComp)
Total Gage R&R 7.364 2.91
Repeatability 5.767 2.28
Reproducibility 1.597 0.63
Operator 1.597 0.63
Part-To-Part 245.531 97.09
Total Variation 252.894 100.00
Report
Assessment Task 9: The right metrics (6 marks)
The Web Fulfilment Team (WFT) Green Belt who you assisted in Assessment Task 8 has returned to you
asking for more advice, this time he needs help with choosing Lean Metrics. Here is the information again
…
Box fill
The Web Fulfilment Team (WFT) has just introduced a Premium Package offering on the Uncle Jim’s
website. This consists of a gift wrapped box containing sweets, flowers and wine. The boxes need to be
sturdy as well as carefully and neatly packed as the price to the customer is significant. As this is a new
venture, the management team are keen to understand their performance both now and as time
progresses.
From their general pool of packers they have selected a team of 4 experienced staff to handle these more
complex orders. Each member has had special training. As a new venture, the team feel that the packing
time is slower than it could be however this is OK at the moment as the emphasis has to be on “getting it
right” rather than speed. At the moment they are getting between 10-20 Premium orders each day they
expect this to increase slowly to about 50. The packers have other duties but the premium packing task is
their priority. At any time there could be between zero and the full team of 4 working on Premium orders.
This is a High End product with a significant profit margin. Management consider that the VOC needs a
“first class service” and that the end-to-end service must be perceived as “High Quality” otherwise
customers will not re-order. The WFT Management team is keen to understand the time taken to pack each
order, so that they can demonstrate improvement, share best practice and generally remove waste. You
have already recommended a suite of SPC tools (Assessment Task 8), however the Management Team
are now asking you to recommend some Metrics to help them further understand how the process works
and how it meets the VOC. Customers can order from either the Website or by Phone. Delivery is by a
specialist “next day delivery” service with the promise that all orders are received before 15:00hrs will be
delivered the next working day. The flowers are provided by a local commercial nursery (Posh Plants)
which specialises in high quality and exotic flowers. The flower part of the order is sent directly to Posh
Plants if an order is placed on CS&F Website; if the order is received by phone, at present, the company
uses a manual system were the operator who took the call sends an e-mail direct to Posh Plants as soon as
the customer has hung up. Posh Plants deliver twice a day – once at 12:00hrs and again at 16:00hrs. The
Delivery Service picks up at 14:00 and again at 18:00 if requested to (the last collection has to be
specifically requested by phone or email). Orders picked up by 18:00 are guaranteed next working day
delivery.
Tip: Consider what the major concerns of the WFT Management might be. Consider where there is the
possibility of error occurring in the process. Think about what makes a good metric, think of “Value For
Money” and what message the metric will send. Consider negative impacts and using Secondary Metrics.
End-to-End service means the totality of the customer’s experience – in this case it covers everything
from the customer placing an order to the delivery of the package
Identify four tests from group A and four tests from group B that you have satisfactorily performed during
the week:
Group A
Anderson-Darling
I-MR
X BAR-R
U Chart
P Chart
Group B
1 sample t-test
2sample t-test
Paired t-test
One-way ANOVA
Test for equal variance
2 proportion test
Chi-Square test
Assessment task 11: The Final Case Study (8 marks)
Senior Management is keen to evaluate the efficiency of the sweet production line. Previously the company
has been to Gemba and investigated. What they found is recorded in the report following this text.
Alan wants you to focus on this as a priority. Management needs to understand the following:
• How much material is being lost (from supplier delivery to shipping)
• Where the bottle-necks are
Your task
You will be investigating Production Line A:
1. Draw up a Value Stream Map showing production from raw materials delivery to dispatch (6 blocks
based on the section headings in the following description is sufficient).
For each block show
• First Time Yield
2. Calculate
• OEE and TEPP – (When calculating availability use the production schedule provided in the
text)
• First Time Quality / Rolled Throughput Yield (RTY)
• See if you can work out exactly how much of a tonne of sugar actually ends up as saleable
sweets
• Dock To Dock Time
4. Identify any other metrics or Control Charts that would be useful in monitoring and understanding the
process
Pre-Manufacturing
Uncle Jim’s produces and distributes their products from a central production facility. The raw materials for
the sweets are obtained by the purchasing department and held in a central warehouse. The warehouse
team keep a note of stock levels and when an item reaches a pre-determined figure they notify the
purchasing department of the need to acquire another batch.
Manufacturing informs the warehouse every Friday of the ingredients needed for the following week. Over
the weekend the requested quantities are assembled and shipped to the manufacturing holding bay early
on Monday morning. The ingredients are tested (these tests only take about 30 minutes) and if satisfactory
are used in manufacturing the sweets. The production lines consume about 10-12 tonnes of sugar each
day (1 Metric Ton / tonne = 1,000,000 grams)
When the team visited the warehouse they found that the sugar was held in store for between 5-15 days (at
this moment CS&F are not interested in the other ingredients). They also found that loss due to wastage
was running at 20%.
The sweets are produced as continuous batches during the day. Shifts are 05:00 -13:00 and 12:00 - 20:00.
Production does not start until 06:00, the first shift actually arrives at 05:00 each morning which allows the
operators to organise themselves, make sure the first ingredients are ready and start up the line. A
mechanic is also in attendance so that if the operators find any problems beyond their capability a rapid fix
can be assured. Production stops at 18:00, at this time the line is switched off and cleaned. Staff are paid
for two hours but in practice the experienced teams usually only need one hour. Any serious faults are
notified to maintenance who schedule repairs at the beginning of the morning shift (which sometimes starts
late due to maintenance delays). During the day, as well as operations staff, there are two cleaners in
attendance to keep the line clean. The shifts overlap in the middle of the day by 1 hour. This allows for an
orderly handover and also for the early shift to tidy away and make good as necessary.
The company have been assured that the line should be capable of producing 80 cartons (60 packs of 100
sweets) each hour and are puzzled as to why this is not so.
Procedure Time observed
Weigh and mix required ingredients and sugar About 6 minutes per cycle
Heat and combine 20-30 minutes to get ready
Then constant delivery
Cool and wrap 5 minutes
Bag and box Complete box about 5 minutes
The capacity of a batch is constrained by the heating units which have limited capacity and take time to melt
the sweet mixture. The heating units need to be fed constantly while in operation. There are three heating
units which can be used each with an approximate throughput of 50 sweets/second. The maximum
capacity of the wrapping unit is 250 sweets/second, the cooling 1,000 sweets/second and the bagging 800
sweets/second. The heating units need to be carefully managed as the sugar cannot be heated for too long
without spoiling. Because of problems with the wrapping station causing the line to halt, heated mixtures
often spoil resulting in further delay as the heating units are cleaned out and a new batch heated.
Dispatch
The filled cartons are transferred to the dispatch warehouse and are delivered by a variety of methods.
When measured it was found that filled cartons could stay at the end of the production line for up to 4 hours
before being transferred to dispatch.
Typically cartons stay in the dispatch warehouse for up to 4 months before shipping. There
is some carton damage about 0.5% of cartons is found to be split and not fit to ship.
Production Line A Schedule (Planned): Monday 23rd April
12-00 – 13:00 Switch over and handover nil 1&2 Only 30 minutes down time
expected
12-00 – 13:00 Switch over and handover nil 1&2 Only 30 minutes down time
expected