Metrics-Based Process Mapping: An Excel-Based Solution

by Karen Martin, Mike Osterling

Metrics-Based Process Mapping (MBPM) is a methodology that was developed to support the adoption of lean practices in office, service, and technical environments. Designed and developed by lean practitioners, this technique integrates the functional orientation of conventional swim-lane process maps with the time and quality metrics used in value stream mapping. While MBPM can be used to help improve any cross-functional process, it is an especially effective means for understanding and acting on office, service, and technical process improvement opportunities identified during value stream mapping. View a presentation of this valuable tool in action - http: //vimeo.com/27016122

This CD provides improvement teams with an Excel-based solution to electronically archive and distribute current and future state MBPMs created with paper and Post-it(R) notes. This flexible user-friendly tool includes:


A custom toolbar that enables mapping-related functionality, including the ability to insert, reorder, or remove steps and functions Automated calculation of key process performance metrics An audit tool that ensures a map contains the data required to auto-calculate the metrics needed to compare process performance from the current to the projected future state
Easy to use with no installation necessary, the tool requires only basic Excel experience. It includes a detailed step-by-step instruction guide that walks users through the process of creating a metrics-based process map.

System Requirements: The tool is intended for use on PC's using Excel 2003 or later; it will NOT function with earlier versions of Excel, or on Macintosh computers.

4 pages, CD-ROM

First published August 7, 2008

About the author

I've published four business books. Value Stream Mapping is now available for order: www.bit.ly/VSMbk. The Outstanding Organization (www.bit.ly/TOObk), represents my foray into hard cover leadership books. My other two, Metrics-Based Process Mapping (www.bit.ly/MBPMbk) and The Kaizen Event Planner (www.bit.ly/TKEPbk), contain practical tools that support an organization's journey to "outstandingness."

In addition to writing, I keynote frequently and maintain a full client load. For more information, please visit my website www.ksmartin.com and join us on any of the social media sites listed on my home page.

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In addition to my passion for organizational improvement, I love food and wine, yoga, and power walking along the beach.