Minitab Tutorial
Minitab Tutorial
Minitab Tutorial
Getting Started
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
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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 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
Workspace
1-2
Getting Started
Introduction
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
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
2-2
Getting Started
Establishing a Baseline
Creating a Project
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
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
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
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
Type
buymorebooks.com Fred Mitchell Customers are not receiving orders on time. Reduce cycle time for order fulfillment.
2-5
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.
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
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
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
Add shapes
(Start).
2 Click the area on the map where you want to place the
Add connectors
on Shape 2.
5 When the end connection point appears as a Shape 2
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 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.
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
the map.
2 Type Problems with order?, and then press [Tab]. 3 Click 4 Click
shapes as shown.
6 Click
3-3
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.
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
3-4
Getting Started
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
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
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
Add a Y variable
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.
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].
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
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
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.
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
Press [Tab].
7 Label the remaining Affinity and Causes as
shown.
8 Add a subcause. Right-click Packing error
4-2
Getting Started
Identifying Inputs
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:
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
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.
1 Open OrderFulfillment_04.qcp. This file contains the information that you need
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Getting Started
Identifying Inputs
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.
Name
Credit card number E-mail address Packing slip Order form Printer
variables:
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Chapter 4
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)
4-6
Getting Started
Whats Next
Identifying Inputs 3 View the Pareto chart. This chart indicates that the order form has the greatest
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
Tabs
Tool list
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
Capturing Analyses
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.
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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
Copy.
8 In Quality Companion, in the 2-Sample t analysis capture tool, right-click in
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
5-4
Getting Started
Capturing Analyses
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
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.
5-5
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
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:
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
6-2
Getting Started
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.
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
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
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
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