SigmaFlow Distillation - Jay Holstine

SigmaFlow Value Proposition

Best Practice Execution™ in Professional Services Executive Summary George Pesansky, VP Customer Solutions, SigmaFlow gpesansky@sigmaflow.com , 610-393-6019

Desired Outcome: Knowledge gained during client engagements will be captured and shared in an efficient and effective process, within the client vertical and between client verticals.

Result: Knowledge gained during engagements will be captured, prioritized, categorized and then turned into actionable strategies based on: • • • • •

The outcome the knowledge will produce (Output).

Root cause of that success (Success Mode).

Magnitude of the impact the root cause creates (Effect).

Frequency the root cause contributes to success (Likelihood).

The detect-ability the root cause has in determining it is present and will produce results.

Each engagement will have a consistent process to quickly analyze and capture why a process, strategy, or idea has produced results. Using this structured “lessons learned” approach following any success, the body of knowledge available to all consultants will grow quickly yet stay searchable and relevant due to the structured approach used to distill the root causes of that success. The noise that did not directly influence the success will be screened out, providing higher potency and transferability.

Approach: To successfully transfer knowledge/best practices and the root causes of those successes for others to leverage, the approach is divided into two categories: Distill - This analysis enables team members to quickly break-down a success into the root causes that contributed to that success.  Leverages proven tools designed specifically for root cause analysis of success.  Once a team has identified the root causes of success, they elaborate on the details of how the root cause contributed to the success by linking the tools, documents, examples or references that contributed to that root cause.  Team effort is focused on capturing significant detail on what is valuable, rather than spreading effort and capturing trivial details that will not directly influence others’ success.

Transfer - A successful “Distill” analysis captures the root causes of success and provides relevant information for others to leverage it. Transfer is how we turn information into action.  Organize the Root Cause results of “Distill” for search-ability and easy access.  Package the root causes as well as success strategies for easy distribution and execution.  Collect feedback data on who, what and where is using the knowledge.  Use data to improve search-ability, rewards, client impact and system ROI.

Specific Challenges - Solutions: Current Challenge Successfully sharing knowledge when stakeholders believe they are “different”. (i.e. Chemicals Vertical sharing with Banking Vertical)

Capturing Knowledge efficiently, consistently and effectively.

Sharing knowledge captured without overwhelming the seeker of knowledge.

(Typical strategies capture as much as possible, such as reports and narratives.

These methods support an all or nothing format and often block transfer with trivial details)

Establishing a “Body of Knowledge” for your organization that contains actionable strategies to advance results at clients.

SigmaFlow Solution Every situation is different if we focus on finding differences. The question our approach answers is: How much synergy can we find?

SigmaFlow Strategy Transfer and search only root causes, not the noise that points out our differences.

SigmaFlow’s methodology and supporting software toolkit eliminates the non-value added work associated with this task. It focuses your resources on the value added activities of finding the root cause of success in a consistent and efficient process.

Utilize a consistent methodology (SMEA™) to prioritize, categorize and organize the root causes of success and success strategies so others can leverage one or all of the strategies originally used.

Utilize a purpose built toolkit for conducting a Success Modes Effects Analysis™.

Utilize a consistent methodology (SMEA™) and supporting toolkit to prioritize, categorize and organize the root causes of success and success strategies so others can leverage one or all of the strategies originally used regardless of the vertical.

Provide the analysis toolkit, transfer vehicle, and datamart to organize the knowledge that will translate into client results.

Institutionalize a consistent approach and toolkit that provides capture and sharing capabilities that translate into client results.

Summary: Key takeaways from this approach include: • • • •

A powerful methodology to analyze and assess the root causes of success for capture and transfer.

Fundamental belief that we are more the same than different and can share strategies for success when we communicate at the root cause-outcome level. Other data tends to cloud and obstruct this communication.

Proven strategy of finding the root cause and fully exploiting the leverage it provides, vs. distributing effort widely and lacking leverage for success.

Proven turnkey software infrastructure, tools and methods to enable a solution that is scalable and even marketable to client’s as a value proposition.

About SigmaFlow: As the leading provider of Best Practice Execution™ Solutions, SigmaFlow combines proprietary methodology with knowledge management strategies and project management infrastructure to create highly actionable projects that leverage the transfer of Best Practices and Process Knowledge into strategically selected business results.

Thousands of process professionals at major corporations such as Albertsons, ConocoPhillips, EDS, First Data Corporation, Pratt & Whitney, The World Bank, and Tyco International are improving their businesses with SigmaFlow software every day.