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Bill Arnott |
The 8 Discipline Approach
to Problem Solving
Bill Arnott,
Owner
Apex Infrared
RR #7
Owen Sound, Ontario Canada N4K 6V5
Phone: 519-379-2739
Level III
Infraspection Institute
Certified Infrared Thermographer #6357
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Abstract
As professional contract thermographers
or in-house maintenance staff we are often asked, “Why do we keep having
the same failures in our equipment? Why does this take
so long? Why are costs so high?” Understanding and
knowing how to get to the root cause of problems is critical
to reducing the frequency of problems and ideally to prevent
those problems from ever reoccurring. Solving problems
effectively demands that a disciplined approach be used.
This paper outlines a process known as 8D problem solving
and how it applies to a predictive maintenance program.
Bill Arnott is a certified 8D trainer and team facilitator
and has utilized the process to successfully implement
change and to eliminate and reduce costs in many different
applications. He will take you through the process, spending
time to explain the pitfalls that can cause ineffective
solutions to be implemented. A variety of problem solving
tools will also be explained.
Introduction
As we go about our daily jobs and
deal with the problems that crop up on a regular basis
we have a couple of choices,
put out the fires over and over or to eliminate the fuel
that feeds the fire. With analysis and recognizing pitfalls
we begin to see problems in our daily lives. Eliminating
the fuel is the preferable route to take but is often the
hardest to accomplish. There are many companies out in
the world that talk about and teach root cause analysis.
Root cause analysis, as it is taught,
tends to be theoretical in nature. In a perfect world we
follow what we have been
taught, find the problem and put in a solution. However,
engineers, thermographers, maintenance personnel and management
tend to look at a problem and want to deal with it quickly
and make it go away so that they can deal with the next
fire that just occurred.
As thermographers and maintenance
professionals we are looked at as a source of information
with the ability to solve problems. Even though a thermographer’s
exception report quite often ends with
the sentence “further investigation required” we
still need a solid understanding of what our customer
may go though investigating that problem. Solving problems
means having a system that forces one to look at everything
associated with the issue at hand. Whether we do this
in a formal team environment or by ourselves, having
a system and being able to recognize the inherent potential
pitfalls are critical.
In this day of ISO/QS 9000, customer requests, and the
need to be competitive, it is necessary to not only know
what broke but why it broke and why it keeps breaking.
In my experience, when implemented solutions had less than
desirable results it was because during the problem solving
stage, even though all the tools like brainstorming, scatter
diagrams, value stream mapping, etc. were followed, one
or more of the most common pitfalls were either ignored
or not recognized by the team leader and team members.
This presentation will deal with the concept of root cause
analysis within the 8D process but more importantly will
deal with the pitfalls that prevent us from reaching the
true root cause and actually eliminating the fuel that
feeds the fire. What you will see and hear today is a brief
summary of my experience working for a tier one auto parts
supplier for over ten years.
During that time I held the
position of Total Quality Management facilitator and
team trainer. I also managed the Kaizen program for that
company.
In the ten year period that problem solving became entrenched
into our culture, I either led or facilitated over 150
formal problem solving teams and many more informal problem
solving exercises that saved this particular facility
literally millions of dollars.
While the money is important,
we also
increased customer satisfaction and were able to weather
cutbacks and downsizing. While we had huge successes
we also had some pretty spectacular failures. Today I
am going
to review the 8D system that is used by most major
companies and also review and explain some of the most
common mistakes
or pitfalls that cause problem solving to be ineffective
in the long run. As I go, I will attempt to make it
as relevant as possible to thermographers and maintenance
professionals.
Problems are everywhere in our work
day. Problems are waste. There are several types of waste
in our day. Waste
eats up our day by consuming time, energy and resources.
How often have we sat back at the end of the day trying
to catch our breath and asking ourselves why does this
keep on happening? Even though we may have thought through
a problem and implemented a solution it seems that we are
rudely pulled from a sense of security months or years
later when the same problem rears its ugly head again.
When this happens, how many times have the words “I
thought we fixed that” been spoken? Or “we
spent a pile of money on that new grapple grommet that
was supposed to eliminate that problem.” Even though
we may have identified the “root cause” of
the issue we were likely the victims of a pitfall.
The 8 Disciplines of Problem Solving
1) Form The Team Pitfalls
The Wrong People on the Team
Quite often we tend to
load up the team with professionals who have a world
of experience and knowledge. While subject
matter experts are needed, it is just as important
to have the person who knows nothing about nothing about
the problem. This person brings innocence about the
subject
to the table and should be encouraged to ask “why”.
I have seen this work very effectively when the person
asks “why” and the only answer from the experts
is “because” or “its always been done
that way”. Experts tend to have blinders on when
it comes to their area of expertise and don’t see
the forest for the trees. By having to explain why something
is done or not done, it forces them to analyze the answer.
I have seen some remarkable ideas come from people who
don’t have education, experience or job titles
clouding their thought patterns.
No Ground Rules
Ground rules are critical to the effectiveness of any
team whether it is five members or two. Meeting times,
task completion, note taking, length of meeting, and
agendas are all important. They need to be stated and agreed
to at the beginning.
The one rule that
that I found to be most important is the “one person, one vote” rule.
Just because someone has a bigger business card than someone
else does
not make their opinion more important. If they
have a valid reason for not doing something, then it is
their responsibility
to explain or show data why that should not be
done to the rest of the team. Nothing will sidetrack a
team faster
than someone who uses their authority to run the
team and the results. If that person goes into a problem
solving
exercise with a solution already in mind, then
the team concept is the wrong one. In this case it would
be better
just to assign someone the responsibility to implement
what that person wants.
Ineffective Leader/Facilitator
The
role of the leader is to ensure that the team stays on
track and follows each step to completion
before moving on. Most problem solving environments
that I have seen
everybody wants to move directly to the
solution and get that done. Each step must be covered
before moving
on. Even though the solution is the destination,
we must
walk the road to it.
The leader’s role is to also ensure that everyone
has a chance to speak and more importantly to be heard
and understood. “One person, one vote”. The
subject non-expert has to be allowed to ask “why” as
many times as it takes to clarify their question.
Not Being Specific Enough
Merely saying something broke
is not enough. It is usually pretty evident that something
is not working.
Being able to eventually reach root cause and implementing
solutions
requires that the problem is clearly
stated beyond the obvious. Statements that include
the
ramifications,
impact
and consequences are important. When
things go wrong, mistakes are made, or time is being
wasted, it
is rare
that there is only one underlying
issue. A proper problem statement will provide guidance
for
the team during root
cause analysis and solution implementation.
A statement such as “The grapple grommet machine failed when
the electrical breaker that controls the grapple lever
overheated causing a periodic short. The short caused
the machine to miss a step in assembly causing a scrap
rate of 18%. Several of the faulty grapple grommets were
shipped to the customer which resulted in having to make
up for the faulty units”.
The above statement tells
a lot more than a statement such as “electrical breaker overheated”.
The more complete statement will take the team in different
directions and will likely result in solutions
being implemented
in more areas. It also provides measurable
data that the team can use to justify their solutions.
The first statement
will help to install solutions that go
beyond the grapple grommet machine. Even if we fix the
breaker issue, another
component that is non-electrical in nature
could occur and result in bad product being shipped out
again. Nothing
irritates a customer more than repeat issues
whether it is a product, service or a report.
3) Contain The Problem Pitfall
Failure To Stop The Bleeding
When a problem occurs it is critical
to stop the flow of bad information, product or service.
That may take more
time and effort but the results
will be worth it. In the auto parts industry, when
a bad part reaches the
assembly line all product must
be sorted, scrapped or quarantined and then replaced
by certified parts. That
ensures that everything from
a stated point is defect free. The supplier then has
a specific amount of time
to present the corrective action. Until the solution
is implemented, each and every part must be manually sorted
and marked as certified. In that industry the procedures
are well documented and the consequences are clear.
In service industries such as thermography it may not
be clear until your customer goes elsewhere. If you have
one customer complain about something, chances are several
of them are not happy. Containing the problem causes you
to collect data on the frequency of the problem and how
far it reaches. Hanging up the phone after a complaint
and saying we will look into it is not containment. Have
someone review reports and do a specific survey - in short,
make sure that the problem is not continuing.
4) Identify Root Cause Pitfalls
As I stated above, when
a team attempts to solve the problem too quickly and jump
into root cause analysis and solutions,
they fall into the pitfall of a
vaguely defined problem. The example problem statements
above will lead a team into
two different directions and will
likely result in two different types of solutions. A well
defined problem is
almost half the battle in closing
out the issue. It is not unusual for a team to go back
and redefine the problem
once they have contained the problem
and identified the issue.
Jumping to solutions without verifying
the root cause.
The true test of root cause
is being able to turn it on and off at will. Only once
that
is done can solutions be
developed. There will be times
when because of safety you cannot attempt to recreate
the problem.
Placing blame on a person
is the most destructive pitfall a team can fall into
during this phase or any other phase.
The entire exercise needs to
be executed
in an atmosphere where the basic principle of “focus on the situation,
issue or behavior not on the person” is followed.
Dealing
only with symptoms during root cause will cause teams
to go into directions that
will most certainly create
ineffective solutions. Asking “why five times” and
utilizing cause and effect
diagrams will assist in determining
what
a cause is and what is an effect.
I
have seen many
times where a team has confused
the effect with the cause and
put a solution
into effect only to have the
issue come
back at a later date.
5) Generate Solutions
In this section we have several pitfalls that plague teams.
In no particular order they are:
Too Few Alternatives
Bring everything to the table no matter
how off the wall it may appear. The greatest inventions
in the world would not be part of our lives if inventors
stopped at only
one or two ideas. During the
brainstorming phase there is no such thing as a bad idea.
Unimaginative Ideas
This is one of the reasons we bring in a person who knows
nothing about nothing.
From the mouths of babes, etc. Remember that education,
experience and subject matter
expertise only prevent us from pushing the envelope.
There are hundreds of reasons
why ideas are killed. If we think hard enough
we can kill any idea we want by looking up a reason.
For a list of 35 of the most popular
ones see the end of this paper.
Fixing On Only One Solution
This is another area that
I have seen teams and individuals run into
problems. Spending all their time on one idea only
to find that for whatever reason it won’t
work.
Analyze the solution the same way you looked at the problem.
Throwing money at a problem is not the best
way to
go. Don’t fall into the trap of bells and
whistles;
if the bells and whistles don’t do anything
about
the problem, reevaluate what you are proposing. Gluing
feathers onto a man’s arms was not the way
to achieve
flight. If mankind had fixed on this as the only way
to fly because that’s
the way
birds
did it
we would
still
be earthbound.
Quite
often
the best
solution
is one
that
is a
combination
of several potential solutions.
Arguing Solutions Before Discussing Criteria
It is absolutely necessary
to discuss the criteria that the solution
needs to fit into. What is the solution expected
to solve? Depending on the issue, timing might
be the most
important aspect to removing the problem. In another
one it might be cost or durability.
Jumping To A Solution Without Careful Evaluation Against
Criteria
Does the proposed solution
fit the constraints
that were identified? If you have a budget of $100
then a $10,000
solution
will not be the answer.
If a solution
has to be in place tomorrow then a full engineering
study by
an outside consultant won’t work either.
Failure To Consider Unanticipated Consequences
Again we need to consider cause and effect. Will the
solution create more problems than it will solve. What
will happen
next
year or the year after that? Who will be affected?
How will they be affected? Changes in technology or
methods
may
not be in the grasp of those who may have to incorporate
it into their daily routines.
Not Considering Creativity Before Capital Spending
This is one of the mantras
that I used over and over. Duct tape and wire can sometimes
accomplish better
results
than a brand new, shiny, expensive new widget. In
my time of overseeing the corrective action and continuous
improvement efforts, the absolutely best ideas were
the
cheap ones. Not only were they effective, but by being
cheap they automatically remove a lot of the constraints
that companies are under.
6) Implement Permanent
Solution
Again this is an area that is fraught with pitfalls. It
is one thing to select a solution - it is another to put
it into place.
Failing To Involve Others
If they have done
their job right the team is all in agreement on the
solution and it is truly the best thing
to do.
I have seen very good solutions go down the drain
because they failed to involve others during implementation
and failed to get the needed support. This is one
of the
unanticipated consequences when the team is told
that because of another project this one is of low
priority. Not good when time may have been the primary
criteria.
Vague Assignments And Being Unprepared
Everyone needs to
know what they have to do and what they need to have
prepared. The team needs
to assist everyone
when needed to ensure that assignments are completed
so the solution is implemented on time and in
the manner envisioned. Don’t leave anyone out. The person
who “knew nothing about nothing” needs
to be involved. By now they have a far better
understanding of the situation. I used to use
this person who
was quite
often a machine operator from outside the department
that had the problem to run errands, photocopy,
confirm meetings and other things that are important.
Set deadlines
and make sure that they happen.
Over Commitment By Members
While it is nice to have that person who will volunteer
for every assignment, it is not feasible to count
on everything being completed. Break down big tasks into
bite-sized portions and let everybody do sub-tasks
and report to the person responsible for the main
line
item task.
Failure To Consider Restraining Forces
Is summer shutdown coming up? Are there new product
launches underway? People on vacation? These are all
things
that need to be considered while planning and setting
deadlines for implementation.
The best solutions by themselves
may not stand the test of time. What happens if an individual
leaves the company?
Will their replacement know what they are supposed
to do? What if the machine is rebuilt five years down the
road? What happens if someone “forgets”?
Failure To Look Forward In Time
A system is required that will act as a check and balance.
Initially, the new process should be checked
regularly for effectiveness. A solution that calls for “retraining
of operator” works for that person but when they
are replaced how are you going to remember that the
new person will require training or at the very least
an explanation of why a certain procedure is in place
and must be followed. ISO/QS 9000 documentation requirements
demand periodic review of all documents with the affected
personnel and revision as needed. PFMEA’s, engineering
control plans and operator work instructions are updated
as part of preventing recurrence of issues. Even for
small companies a manual should be initiated and kept
current of how things are done and why. As a company
grows, this will form the basis of training that new
secretary and help prevent that person from doing something
that you found out the hard way loses customers.
Failure To Communicate, Communicate, Communicate
Enough said.
8) Congratulate the Team
In larger companies make sure
that everyone knows who solved the problem. Have the
general manager make an
appearance and state how grateful they are
for the hard work and resourcefulness shown. Buy them
dinner, a hat,
time off. In my experience the best reward
was the plant manager calling in each person and personally
thanking
them one at a time. Done in a sincere manner
and with a few details on each person’s contribution
it goes a long way to encouraging others to participate.
Even if it was only yourself that had the problem, looked
at the problem, fixed the problem and made it go away,
pat yourself on the back, brag about it, write a paper
on it, get recognized for it. Be proud about the effect
it will have.
35 WAYS TO KILL IDEAS
1) Don’t
be ridiculous.
2) We tried that before.
3) It costs too much.
4) It can’t be done.
5) That’s beyond our/your responsibility.
6) It’s too radical a change.
7) We don’t have the time.
8) That will make other equipment
obsolete.
9) We’re too small/big for
it.
10) That’s not our problem.
11) We’ve never done it before.
12) Let’s get back to reality.
13) Why change it; it’s still
working OK.
14) You’re two years ahead
of your time.
15) We’re not ready for that.
16) It isn’t in the budget.
17) Can’t teach old dogs
new tricks.
18) Do the best you can with what
you’ve got.
19) Too hard to sell.
20) Top management would never go
for it.
21) We’ll be the laughing
stock.
22) Let’s shelve it for the
time being.
23) We did all right without it.
24) Has anyone else ever tried it?
25) It won’t work in our industry.
26) Will you guarantee it will work?
27) That’s the way we’ve
always done it.
28) What we have is good enough.
29) But we would also have to change
the
30) It’s in our future plans.
31) We’ll have somebody study
that problem.
32) It’s against our policy.
33) The supplier would never do that.
34) The customer wouldn’t accept
that.
35) When did you become the expert?
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