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Quality Companion by Minitab

Getting Started

Release 2.4 February 2008

2008 by Minitab Inc. All rights reserved. Minitab, Minitab, logo

Revised August 2008

Quality Companion by and the Minitab are registered trademarks of Minitab, Inc. in the United States and/or other countries. The Quality Companion by Minitab logo, Quality Trainer by Minitab, the Quality Trainer by Minitab logo, Capability Sixpack, Process Capability Sixpack, ReportPad, Roadmap, and StatGuide are all trademarks of Minitab, Inc. Six Sigma is a registered trademark and service mark of Motorola, Inc. All other marks referenced remain the property of their respective owners.

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Table of Contents
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-1
Quality Companion Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 The Quality Companion Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 The Story . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 Whats Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

2 Creating a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-1


Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Choosing a Project Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Adding Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Establishing a Baseline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Creating a Project Charter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Whats Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

3 Understanding Your Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1


Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Creating a Process Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Adding Variables to a Process Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Viewing the Data Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Whats Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

4 Identifying Inputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1


Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Creating a Fishbone Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Using a C&E Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4 Whats Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7

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5 Capturing Analyses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1


Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Using a Coach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Completing an Analysis Capture Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Adding a Related Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5 Whats Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5

6 Presenting Project Findings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1


Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Creating a Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 Using the Slide List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

7 Utilities: Dashboard and Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 Quality Companion Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 Quality Companion Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

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1
Introduction
Quality Companion Overview
Quality Companion 2 by Minitab simplifies your quality initiatives by providing all of the soft tools that you need to develop, organize, and execute projects. With your tools, files, and data in a single project file, you can focus less on managing details and more on reaching your goals. With Quality Companion, you can:

Create a plan of action with a Roadmap Centralize and share project data Standardize your project deliverables with built-in forms Customize forms to meet the needs of your organization Map your processes and assign variables to any process step Organize ideas and challenges with brainstorming tools Create a presentation to keep stakeholders informed Guide your teams with templates and coaches

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Chapter 1

The Quality Companion Environment

The Quality Companion Environment


Quality Companion includes:

The Project Manager, which provides access to Management and Roadmap tools. The Roadmap, which organizes projects into phases and provides access to the tools that you need. You can customize the Roadmap to suit any type of project. The workspace, in which you view and edit tools. The task pane, which provides access to common tasks, Help, and Demos.
Show or hide the Project Manager Show or hide the task pane

Project Manager

Task pane Roadmap

Workspace

1-2

Getting Started

About this Guide

Introduction

About this Guide


This Getting Started guide introduces you to the most commonly used features in Quality Companion. It relies on a story and a set of supporting project files to guide you through the exercises. The exercises are designed to simulate the progression of building a single project file. You can complete each exercise on your own, or you can use the supporting project files to help you move more quickly. Each sequential project file contains the information that you need from previous exercises to complete the next steps. To get the supporting project files, go to www.minitab.com/downloads and download CompanionGetStartedFiles.zip. Extract the zipped file to an accessible drive location. You must have Quality Companion 2.4 and Minitab 15 Statistical Software to open these files. To purchase or upgrade, go to www.minitab.com/products/pricing. To download a fully functional 30-day trial of either product, or to download free utilities to help you make better use of Quality Companion, go to www.minitab.com/ downloads.

The Story
You work for an online book store, buymorebooks.com, that has a history of customer complaints about late deliveries. After you talk to members of the sales and shipping departments and review existing data, you determine that reducing the time to fulfill an order (cycle time) could significantly reduce late deliveries and improve customer satisfaction. You use Quality Companion to solve the problem of long cycle time by:

Developing a process map to identify the steps involved in order fulfillment Creating a fishbone to brainstorm potential causes of long cycle time Completing a C&E matrix to prioritize inputs that impact cycle time Using an analysis capture tool to summarize the results of your Minitab analysis Adding a Minitab file as a related document Creating a presentation of your findings

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Chapter 1

Whats Next

Whats Next
Now that your project (to reduce cycle time for order fulfillment) is defined, select a template and start to build your Quality Companion project.

1-4

Getting Started

2
Creating a Project
Objectives

Choosing a Project Template, page 2-2 Adding Team Members, page 2-2 Establishing a Baseline, page 2-3 Creating a Project Charter, page 2-5

Overview
Managing a Six Sigma project is challenging. You need to learn quickly, analyze and solve problems, lead and teach effectively, organize and manage projects well, and present project findings that convince and persuade. You often need to master several software programs. With Quality Companion, you can store everything you need for a project in one file, including:

Team member information Tools to help you identify and evaluate your process and associated variables Status of tools, tasks, and variables Data analysis Comments about decisions

In this chapter, you begin to build your Quality Companion project by selecting a project template, adding team members, tracking metrics, and using a project charter to broadly define your project.

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Chapter 2

Choosing a Project Template

Choosing a Project Template


Because your organization follows the DMAIC methodology, you choose the DMAIC Project template.

Choose a project template

The DMAIC Project template contains a Roadmap based on the phases: Define (Define), Measure (Measure), Analyze (Analyze), Improve (Improve), and Control (Control).
1 Choose File New Project. 2 Click DMAIC Project. 3 Click OK.

5 DMAIC steps are divided into manageable phases. You can add, delete, or rename these steps as appropriate for your project.

4 In the Project Manager, right-click DMAIC Project and choose Rename. 5 Type Order Fulfillment. This project name is shared throughout this application

and its utilities.

Adding Team Members


To help with preliminary research, you assemble a team of representatives from the sales and shipping departments. When you add team members in Quality Companion, you can keep track of who is involved in the project and quickly access their contact information.

2-2

Getting Started

Establishing a Baseline

Creating a Project

Add team members

Add 2 initial team members to your project. (By default, you are assigned the role of Project Leader.)
1 Under Management in the Project Manager, double-click Team Members. 2 In the data entry row below Name, type Kristina Rowlf. Press [Tab] to move

between the fields.

3 In E-mail, type [email protected]. 4 From Role, choose Team Member. 5 Press [Enter]. 6 Repeat steps 2 - 5 to add Li Kim as Process Owner.
Microsoft Outlook and Quality Companion: You can import contacts from Microsoft Outlook to add several team members and associated details at the same time. Click Add from Address Book in the task pane.

Establishing a Baseline
Before you start your project, establish a baseline for the process performance so that you can track the changes using a Y metrics graph. In Quality Companion, the default metric is DPMO (Defects Per Million Opportunities), a common quality metric. However, you can use the Y metrics graph to monitor alternative metrics such as Cpk, Z bench, or % defective.

Display Y metrics

For this project, you define a defect as an order with a cycle time that is longer than 32 hours. Based on historical data (annual DPMO), set up a Y metrics graph, which you can update as the project progresses.
1 In the Project Manager, double-click Y Metrics.

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Chapter 2

Establishing a Baseline 2 Enter DPMO values and dates as shown. Press [Tab] or use the arrow keys to

move between the fields.

3 View the results in the graph.

The Baseline, Goal, and Stretch Goal appear as reference lines on the graph.

To add milestones to your Y metrics graph, choose Actions Milestones. Common milestones are project start date, goal completion date, and the implementation date of a major change in your process.

2-4

Getting Started

Creating a Project Charter

Creating a Project

Creating a Project Charter


During the first phase of your DMAIC project, your team selected and scoped a project based on process knowledge and preliminary research. Now, you create a project charter to broadly define the project and gain stakeholder commitment.

Open a project charter

Add a project charter to the Roadmap.


1 In the Roadmap, right-click Define 2: Define Defect and choose New Form. 2 Click Project Charter. 3 Click OK.

Add initial data

Use the Project Charter to record initial estimates and objectives, and then update it as the project progresses. Because Quality Companion shares data across tools, you need to update information in only one place. For example, when you assign a team member the role of Process Owner in Team Members, the name appears on the Project Charter. When you enter a name in Champion on the Project Charter, Quality Companion adds it to Team Members.
1 Complete the Project Authorization section as shown. Press [Tab] to move

between the fields. In


Organization Champion Problem Statement Project Objective

Type
buymorebooks.com Fred Mitchell Customers are not receiving orders on time. Reduce cycle time for order fulfillment.

2 Under Project Team, pause your cursor to

the left of a table row.


3 Click

and choose Select Existing Team Members.

4 Click Check All. 5 Click OK.

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Chapter 2 6 Complete the Project Definition and Scoping section as shown.

Whats Next

In
Metrics Critical to Satisfaction Defect Definition

Type
Cycle time (hours) is the time from when an order is received to when it is shipped. A recent customer survey confirms dissatisfaction with delivery time. The target value for cycle time is 24 hours. An order with a cycle time that is longer than 32 hours is late.

7 Complete the Goals and Benefits section as shown.

Save your project

When you save a project, you save data, tools, templates, and so on.
1 Choose File Save Project. 2 Navigate to the drive location that contains the supporting project files. (See page

1-3 for details.)


3 In File name, the project name appears. If you edit the file name, the project

name does not change.


4 Click Save.

Whats Next
Now that you have chosen a DMAIC Project template, added team members, set up a Y metrics graph, and created a project charter, you are ready to explore the order fulfillment process.
2-6 Getting Started

3
Understanding Your Process
Objectives

Creating a Process Map, page 3-2 Adding Variables to a Process Map, page 3-5 Viewing the Data Store, page 3-7

Overview
Before you improve a process, you should define the process by determining where it starts, where it ends, and the activities in between. When you build a process map of the steps, you can begin to identify the variables that might contribute to the process defect. X variables, also known as inputs, are characteristics of your process that could have a significant impact on its outcome. Y variables are the outputs for process steps that depend on the X variables. You can add X and Y variables to a process map to gain insight into areas that require attention. As you add variables, Quality Companion adds them to the Data Store, a central location for all of the project variables. In this chapter, you learn to create a process map. You also learn to add variables to process steps, which can be shared throughout the project.

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Chapter 3

Creating a Process Map

Creating a Process Map


To better understand the steps required to fulfill an order, you and your team create a process map.
To watch a demo on how to create and format a process map, choose Help Demos, then click Create a Process Map under Process Maps.

Open a process map

Open a process map.


1 Choose File Open. 2 Navigate to the drive location that contains the supporting project files. (See page

1-3 for details.)


3 Select OrderFulfillment_01.qcp, and then click Open. This file contains the

information that you need from previous exercises to complete the next steps.
4 In the Roadmap, right-click Measure 4: Map Process and Identify Inputs and

choose New Process Map.


5 Choose Process Map. 6 Click OK.

Add shapes

Add shapes to the map.


1 On the toolbar, click

(Start).

2 Click the area on the map where you want to place the

shape and type Receive an order. Press [Tab].


3 Click

(Process) and add it to the map.

4 Type Enter order in sales database. Press [Tab].

Add connectors

Connect the shapes.


1 On the toolbar, click 2 Choose Straight Arrow. 3 Place the cursor over Shape 1 until you see Shape 1

the start connection point (red square).


4 Drag the square to a connection point (blue x)

on Shape 2.
5 When the end connection point appears as a Shape 2

red square on Shape 2, release the mouse button.


3-2 Getting Started

Creating a Process Map

Understanding Your Process

Align shapes

After you connect the shapes, align them to organize the layout.
1 Click Shape 1, which is the reference shape. 2 Press [Shift] and click Shape 2. 3 Choose Actions Align Center. Shape 2 aligns to Shape 1. Shape 1

Shape 2

Before

After

Rename the process map

Rename the process map to help you identify it in the Data Store and in other areas of the application.
1 Right-click Process Map in the Roadmap and choose Rename. 2 Type Order Process.

Build the process map

Continue to add shapes and connectors to the process map. You can use multi-insert mode to repeatedly add the same shape or connector without having to select it each time.
1 On the toolbar, click

(Decision) and add it to

the map.
2 Type Problems with order?, and then press [Tab]. 3 Click 4 Click

(Multi-Insert Mode). (Process).

5 Click in the workspace 3 times to add 3 process

shapes as shown.
6 Click

to end multi-insert mode.

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Chapter 3 7 Build the process map as shown:


Creating a Process Map

Add, label, and align remaining shapes. Add and label connectors. To label a connector, select it and type text. Add fill color to shapes. To format a shape, right-click the shape and choose Format Fill.

(OrderFulfillment_02.qcp contains the completed process map.)

Use Pan Window

If your process map is too large for your display, use Pan Window to quickly navigate to sections of the map that extend beyond the visible workspace.
1 Open OrderFufillment_02.qcp. This file contains the information that you need

from previous exercises to complete the next steps.


2 In the Roadmap, double-click Order Process. 3 Right-click the process map workspace and choose Pan Window.

3-4

Getting Started

Adding Variables to a Process Map

Understanding Your Process

4 In Pan Window, drag the red box to the area you want to view.

The workspace displays the section of the process map selected in Pan Window.

5 Click

to close Pan Window.

Adding Variables to a Process Map


You can associate X and Y variables with the steps on your process map to help you understand problem areas.
To watch a demo on how to add and display variables on a process map, choose Help Demos, then click Manage Data under Management Tools.

Add an X variable

When a sales representative enters an order in the sales database, she must include the customers credit card information (X variable).
1 On the process map, right-click the shape Enter order in sales database and

choose Insert Process Data.


2 In the task pane under X - Input Variable, click

New.
3 In Name, type Credit card number. 4 From Type, choose SOP (Standard Operating

Procedure).
5 Click Done.

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Chapter 3

Adding Variables to a Process Map

Add a Y variable

A successful transaction results in an order confirmation number (Y variable).


1 In the task pane under Y - Output Variables,

click New.
2 In Name, type Order confirmation number. 3 Click Done.

You can enter other data such as DPMO or cycle time on the Process and Lean tabs. For more information, refer to Quality Companion Help.

Display data on the process map

After you add variables to a shape, display them on the process map.
1 Right-click the Enter order in sales database shape and choose Manage Data

Display.
2 To display the X variables associated with the step:

Click under Data Type and choose X Variables. From Field, choose Name. From Position, choose Top. Press [Enter].

3 To display the Y variables:

Click under Data Type and choose Y Variables. From Field, choose Name. From Position, choose Bottom. Press [Enter].

4 Click OK.

3-6

Getting Started

Viewing the Data Store

Understanding Your Process

Viewing the Data Store


After you add variables to the process map, you can view them in the Data Store, a central location where you can view, edit, add, or delete data that are shared throughout your project.

View the Data Store

Confirm that the X and Y variables that you added to your process map appear in the Data Store.
1 Under Management in the Project Manager, double-click Data Store. 2 View the X variables. 3 In the task pane, click Show Y Variables.
If the task pane is closed, you can switch your view by using the tabs at the bottom of the Data Store workspace.

Whats Next
Now that you have created a process map with variables to help you better understand the order fulfillment process, you are ready to investigate potential causes of the long cycle time.

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Chapter 3

Whats Next

3-8

Getting Started

4
Identifying Inputs
Objectives

Creating a Fishbone Diagram, page 4-2 Using a C&E Matrix, page 4-4

Overview
Before you focus on making any process improvements, identify all potential inputs, or causes, that contribute to the defect. Quality Companion offers several brainstorming tools, such as the fishbone diagram, CT (Critical To) tree , and idea map, to help you generate a list of potential inputs. After you identify the potential inputs, you can use other tools, such as the C&E (Cause and Effect) matrix or the FMEA (Failure Modes and Effects Analysis), to help prioritize inputs that have the greatest impact on your problem. In this chapter, you learn how to create a fishbone diagram and to use a C&E matrix to identify and refine a list of inputs.

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Chapter 4

Creating a Fishbone Diagram

Creating a Fishbone Diagram


To identify potential causes of long cycle time, gather your team for a brainstorming session and use a fishbone diagram to organize your ideas.
To watch a demo on how to create and format a fishbone diagram, choose Help Demos, then click Create a Fishbone Diagram under Brainstorm Tools.

A Fishbone diagram consists of:

Effectthe problem you want to solve that is located on the backbone Affinitiescategories or logical groupings of causes that stem from the effect Causes and subcausespotential reasons for the problem that branch from the affinities

You can change the colors, formats, and labels to create your own custom fishbone template. For more information, refer to Quality Companion Help.

Start a fishbone diagram

You decide to use the departments involved in the order fulfillment process as the affinities on your fishbone diagram.
1 Open OrderFulfillment_03.qcp. This file contains the information that you need

from previous exercises to complete the next steps.


2 In the Roadmap, right-click Measure 4: Map Process and Identify Inputs and

choose New Fishbone.


3 Choose Fishbone. 4 Click OK. 5 Click Effect and type Cycle time. Press [Tab]. 6 Click the upper Affinity and type Sales.

Press [Tab].
7 Label the remaining Affinity and Causes as

shown.
8 Add a subcause. Right-click Packing error

and choose Insert Cause.


9 Type Packing sequence. Press [Tab].
To quickly add a new affinity, double-click anywhere in the workspace.

4-2

Getting Started

Creating a Fishbone Diagram

Identifying Inputs

Use the brainstorm list

The brainstorm list in the task pane allows you to record ideas quickly and to organize them on your diagram.
1 Click Brainstorm List in the task pane. 2 In the data entry field, type Reports. Press [Enter]. 3 Add the following items to the list:

Report criteria Phone number Lack of training

Import variables

During the process mapping exercise, your team identified some X variables (inputs). To save time, import these variables from the Data Store into the Brainstorm List.
1 Right-click in the Brainstorm

List.
2 Choose Import X Variables. 3 Click Check All and click OK.

You can also make X and Y variables from shapes on a brainstorm diagram and then use them in other Quality Companion tools. If you right-click a shape and choose Make X Variables or Make Y Variables, Quality Companion adds the shape as a variable in the Data Store.

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Chapter 4

Using a C&E Matrix

Complete the diagram

Drag items from the brainstorm list to the fishbone to build it as shown. (OrderFulfillment_04.qcp contains the completed fishbone diagram.)

You can change the layout of any brainstorming tool. For example, you can change a Fishbone diagram to a CT Tree or an Idea Map. Right-click the diagram and choose Layout. For more information about layout, direction, and shape options, click Help in the dialog box.

Using a C&E Matrix


After you create a list of all potential inputs, use the C&E matrix to prioritize the inputs that have the greatest impact on cycle time.

Open a C&E matrix

1 Open OrderFulfillment_04.qcp. This file contains the information that you need

from previous exercises to complete the next steps.


2 In the Roadmap, right-click Analyze 1: Isolate

Key Inputs and choose New Form.


3 Choose C&E Matrix. 4 Click OK. 5 In Participants, type Li Kim and Kristina Rowlf. 6 Click in Project / Tool Leader, then click

and choose Dave Jordan.

4-4

Getting Started

Using a C&E Matrix

Identifying Inputs

Set up a C&E matrix

Initially, you and your team decide to evaluate 5 potential inputs known to influence cycle time against 3 outputs. To set up the matrix, enter the inputs (X variables) down the left side of the matrix and the outputs (Y variables) across the top.
For instructions on selecting and scoring inputs and outputs, click How to fill in the C&E Matrix. For general information and guidelines, double-click next to C&E Matrix in the Roadmap to display the Coach.

1 Under Process Map - Activity,

pause your cursor to the left of a table row.


2 Click

when it appears and choose Select Existing X Variables.

3 Check the following X variables.

Process Map - Activity


Order Process - Enter order in sales database Order Process - Enter order in shipping database Order Process - Pack shipment; print label Order Process - Pick book from shelf Order Process - Print order form; send to fulfillment 4 Click OK. 5 Pause your cursor above the Outputs column. 6 Click

Name
Credit card number E-mail address Packing slip Order form Printer

when it appears, and choose Create New Y Variable Multiple.

7 In Number of columns, type 3. 8 Click OK. 9 Double-click in the

first column and type Shipping database record. Press [Enter].


10 Add the following Y

variables:

Sales database record Accurate order form

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Chapter 4

Using a C&E Matrix

Complete the C&E matrix

After you have set up the C&E matrix, complete the matrix as a team exercise to identify variables that the team should investigate further.
1 Score each output. Enter values between 1 and 9. Nine signifies the most

importance to the customer and 1 signifies the least importance to the customer.
2 Score each input against each output. Enter values between 1 and 9. Nine

signifies the strongest impact on the output and 1 signifies the weakest impact on the output.
1 Score outputs (Y variables)

2 Score inputs (X variables)

4-6

Getting Started

Whats Next

Identifying Inputs 3 View the Pareto chart. This chart indicates that the order form has the greatest

impact on the outputs that are listed in the matrix.

Whats Next
You created a fishbone diagram to generate a complete list of potential inputs that affect cycle time and you used a C&E matrix to refine the list. Now, based on the results of the C&E matrix, you decide to focus on the order form in the analysis phase of the project.

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Chapter 4

Whats Next

4-8

Getting Started

5
Capturing Analyses
Objectives

Using a Coach, page 5-2 Completing an Analysis Capture Tool, page 5-3 Adding a Related Document, page 5-5

Overview
During the analysis phase of a project, team members combine process knowledge and experience with data and measurements to form a hypothesis about the root cause of a problem. Typically, team members refine the hypothesis until they identify the cause and verify it with data. In this chapter, you learn to use a coach to determine the appropriate statistical analysis and to use an analysis capture tool to record the results of this analysis. You also add a related document to your Quality Companion project to provide supporting information.

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Chapter 5

Using a Coach

Using a Coach
Recall that the C&E matrix indicated that the order form has the greatest impact on cycle time. Based on these results, the team investigates the order form and finds that it is missing information that is required by the shipping department. The team decides to improve the order form, and then compare the cycle time of order fulfillment before and after they redesign the order form.

Open a coach

Use a coach to help you determine the appropriate statistical analysis to test whether cycle time improves after you redesign the order form.
1 Open OrderFulfillment_05.qcp. This file contains the information that you need

from previous exercises to complete the next steps.


2 In the Roadmap, double-click

next to Analyze 1: Isolate Key Inputs.

3 Under Evaluating Static Differences Between Groups (Continuous Y) in the

tool list, click 2-Sample t-test.

Tabs

Click to display phase goals and outcomes

Tool list

View tool-specific information

4 Click the tabs to learn about the 2-sample t-test:


Summary describes the tool and when to use it. How-to provides high-level instructions. Guidelines provides rules about data collection, assumptions, and sample size. to close the coach.

5 Click

You can click Insert Tool within the coach to add an analysis capture tool to the Roadmap and help you develop a data collection strategy before performing an analysis.

5-2

Getting Started

Completing an Analysis Capture Tool

Capturing Analyses

Completing an Analysis Capture Tool


From the coach, you determine that a 2-sample t-test is the appropriate analysis to test whether cycle time improves after you redesign the order form.
To watch a demo on how to record and summarize data analysis, choose Help Demos, then click Use an Analysis Capture Tool under Forms.

Complete an analysis capture tool

After you perform a 2-sample t-test in Minitab, record the results of the analysis in the 2-sample t-test analysis capture tool in your Roadmap. Analysis capture tools are specifically designed to display Minitab output.
1 In the Roadmap, right-click Analyze 1: Isolate Key Inputs and choose New

Analysis Capture.
2 Choose 2-Sample t. 3 Click OK. 4 Complete the Input section as shown. Press [Tab] to move between the fields.

5 Complete the Checklist as shown.

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Chapter 5

Completing an Analysis Capture Tool 6 Navigate to the drive location that contains the supporting project files and use

Minitab 15 to open CycleTime.MPJ. (See page 1-3 for details.)


7 In Minitab, select the Session window output, right-click the selection and choose

Copy.
8 In Quality Companion, in the 2-Sample t analysis capture tool, right-click in

Session under Output and choose Paste.

9 In Minitab, right-click the graph and choose Copy Graph. 10 In Quality Companion, in the 2-Sample t analysis capture tool, right-click in

Graphical and choose Paste.

11 Under Conclusion, type your observation as shown below:

5-4

Getting Started

Adding a Related Document

Capturing Analyses

Adding a Related Document


You can add Web pages or files that were created in other software programs to your project at any time.
To watch a demo on how to add files and Web pages to a project, choose Help Demos, then click Add a Related Document under Management Tools.

Add a related document

To ensure that others can easily access the original data analysis that you performed in Minitab, add the Minitab file to your project.
1 Under Management in the Project Manager, right-click Related Documents. 2 Choose New Related Document. 3 Under Browse for, click File. 4 Navigate to the drive location that contains the supporting project files. (See page

1-3 for details.)


5 Choose CycleTime.MPJ. 6 Click Add. 7 Click OK.

Whats Next
You used a coach to help you choose the correct analysis, you recorded the results of your analysis, which showed that the redesigned order form improved cycle time, and you added a Minitab project file to provide supporting information. Now, you are ready to use Quality Companion to present your findings to other team members.

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Chapter 5

Whats Next

5-6

Getting Started

6
Presenting Project Findings
Objectives

Creating a Presentation, page 6-2 Using the Slide List, page 6-3

Overview
Communication is important to a successful project. With Quality Companion, you can share the current status of your project, including decisions and milestones, with other team members and stakeholders at any time. In this chapter, you learn to create a presentation in Quality Companion.

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Chapter 6

Creating a Presentation

Creating a Presentation
To share the results of your data analysis and the current status of your project with other team members, you create a presentation in Quality Companion.
To watch a demo on how to create and navigate in a presentation, choose Help Demos, then click Create a Presentation under Management Tools.

Open a presentation

You can create slides that contain any Quality Companion tool, imported graphics, text, and annotations. When you add tools to a presentation, Quality Companion creates an image of each tool on a new slide.
1 Open OrderFulfillment_06.qcp. This file contains the information that you need

from previous exercises to complete the next steps.


2 In the Roadmap, right-click Analyze 1: Isolate Key Inputs and choose New

Presentation.
3 Click OK. 4 Double-click in the title box and type Order Fulfillment Project. Press [Tab]. 5 Double-click in the subtitle box and type buymorebooks.com. Press [Tab]. 6 Drag the following tools from the Project Manager to the presentation workspace:

Team Members Fishbone 2-Sample t

You can select and insert a preformatted slide template to add bullets, pictures, or tools to your presentation. Click Insert Slide or Go to Insert Slide in the task pane to access the available templates.

Annotate a slide

You can add annotations such as text, lines, ovals, rectangles, and freehand drawings to any slide.
1 In the task pane, click

Fishbone.
2 On the toolbar, click

(Insert Oval).
3 On the diagram, drag the

crosshair to circle the shapes as shown. Press [Tab].


4 On the toolbar, click

(Insert Text Box).


5 Click the slide and type Problem. Press [Tab].

6-2

Getting Started

Using the Slide List

Presenting Project Findings

Using the Slide List


You can use the Slide List to view, rename, delete, and reorder slides.

Click a slide to display it in the workspace. Double-click a slide and type a new name. Right-click a slide and choose Delete. Drag a slide number to reorder.

Click (Full Screen Mode) on the toolbar to present a slide show. In Full Screen Mode, you can use the toolbar or the keyboard to view your slides.

Drag the number to reorder

Summary
Quality Companion provides all of the information, organization, and tools that you need to successfully manage and execute a quality improvement project. Using this guide, you completed many of the typical tasks of a quality improvement projectall with one software program. With Quality Companion, you:

Created a plan of action using a DMAIC Project template Organized data with built-in templates such as the project charter, process map, fishbone, C&E matrix, and a 2-sample t analysis capture tool Communicated with team members; tracked metrics; stored data, files, and analyses; and shared project findings

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Chapter 6

Summary

6-4

Getting Started

Utilities: Dashboard and Viewer


Overview
Minitab offers free utilities, as well as custom tools and templates, to help you make better use of Quality Companion. To download these utilities, go to www.minitab.com/downloads.

Quality Companion Dashboard


The Quality Companion Dashboard lets you monitor the progress and results of all the improvement projects that you manage in Quality Companion. The Dashboard aggregates local and networked projects and displays their essential details on one screen. It provides an easy way to assess your entire Six Sigma deployment by allowing you to:

Filter and summarize projects by dates, financial information, or team members Launch individual projects in Quality Companion for deeper review Customize the column display to see just what you need, when you need it

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Chapter 7

Quality Companion Viewer

Quality Companion Viewer


The Quality Companion Viewer provides read-only access to Quality Companion project files, without requiring a full product license and installation. Anyone who does not have a copy of Quality Companion can download the Viewer and:

Review and present projects in conference rooms and other central locations Meet to discuss project progress Print forms and tools for markup and review

7-2

Getting Started

Index
A
affinity 4-2 aligning shapes, process map 3-3 analysis capture tool 5-3

F
fishbone diagram 4-2 FMEA 4-1

Project Manager 1-2 project template 2-2

Q
Quality Companion Dashboard 7-1 Quality Companion Viewer 7-2

B
baseline 2-3 brainstorm list 4-3

I
idea map 4-1 inputs 3-1, 4-1

R
related document 5-5 Roadmap 1-2

C
C&E (cause and effect) matrix 4-4 cause 4-2 charter 2-5 coach 5-2 connectors, process map 3-2 CT tree 4-1

M
metrics 2-3 Minitab 5-3, 5-5

S
save 2-6 shapes, process map 3-2 slide list 6-3

O
outputs 3-1

D
Dashboard 7-1 displaying data on a process map

P
pan window 3-4 Pareto chart 4-7 presentation annotating 6-2 creating 6-2 process map adding variables 3-5 aligning shapes 3-3 creating 3-2 displaying data 3-6 project charter 2-5

T
task pane 1-2 team members 2-2

3-6
DMAIC Project template 2-2 DPMO 2-3

V
variables adding to a process map 3-5 displaying on a map 3-6 importing into the brainstorm list 4-3 viewing in the Data Store 3-7 Viewer 7-2 I-1

E
effect 4-2 environment 1-2 Quality Companion by Minitab

W
workspace 1-2

X
X variables 3-1, 3-5

Y
Y metrics 2-3 Y variables 3-1, 3-6

I-2

Getting Started

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