Index

Page numbers followed by f and t indicate figures and tables, respectively.

A

Adaptive system, POLCA as, 67, 33

Alexandria Industries, 34

company overview, 183185

MCT reduction, 275

POLCA system, 185187

design and training, 189192

extension to whole factory, 193

impact on organization, 196197

lessons learned, 194196

small-scale implementation, 187189

startup and early results, 192

Aluminum extrusion operation, 183197; see also Alexandria Industries

Anticipated shortages, 121

Audits

periodic, 175177

random, 178

Authorization Date, 15

creation/generation

in absence of ERP system, 6263

through ERP system, 6466

ensuring availability of, 6167

Authorization List, 1516, 16f

creation/generation

in absence of ERP system, 63

through ERP system, 6667

ensuring availability of, 6167

B

Bachman, Jason, 185

Barros, Cláudia, 409

Bergamaschi, D., R., 408

Bosch Hinges, 34, 211230

company overview, 211

initial improvement efforts, 212213

POLCA system, 216230

color-coded visual system, 219222, 220f

digital system, 223230

initial results from, 222223

Load-Based POLCA option, 227229

Rhineland model, 215216

situation prior to POLCA, 213214

Boundary control, as sociotechnical success factor, 361

Bullet Batch Card, 204205

Bullet Card, 130131, 130f, 165, 194195

processes to be followed for proper use of, 131

schedule changes and, 132233

C

Campaign Cards, 204

Canadian facility, POLCA implementation in, 157167

checking prerequisites, 159161

Decision Time rules, 164165

decision to launch, 165166

exceptions, 164165

POLCA card, 162163

POLCA loops, 161

quantum, 161162

Capacity

effective use of, 3132

high-level unit of, 324325; see also Capacity Clusters

Capacity Clusters, 101, 308, 325351

calculating capacity for work orders, 335338

capacity available and needed, 329332

companywide comparisons, 334335

customized products, 342345

determination of, 349351

high-level planning, 345349

MadTran example, 325329

quantum for, 338342

throughput calculation, 332334

Cards, see POLCA cards

Carlson, Todd, 185

Carmo-Silva, Sílvio, 409

Case studies, 181

Alexandria Industries (AI), 183197

BOSCH Hinges, 211230

Patheon, 199210

Preter, 255261

Provan, 233243

Szklo, 245254

Center for QRM at University of Wisconsin–Madison, 157, 286287

COBACABANA system, 316321

Color-coded visual work management, 235237

Commitment of management, 6869

Compatibility, as sociotechnical success factor, 356357

Component, unexpected shortage of, 120126

CONWIP system, 314316

Costs for POLCA, 29

CPM, see Critical Path Method (CPM)

Critical Path Method (CPM), 271

Custom-engineered hinges, 211230; see also Bosch Hinges

Customer-supplier relationships, 4041

Custom products, 3940

Cycle Card, 137140, 138f

purpose of, 139

rules for use of, 140

Cypher, Jeff, 185

D

Deadlocks, in POLCA system, 408409

Decentralized decision-making, 6, 44

Decision-making process, 1721

Decision Time, 19, 24

flowchart, 19f, 110f

identifying triggers for, 109112

Designing POLCA System, 71117

finishing touches, 109117

implementation team and, 72

overview, 71

POLCA cards, 99109

POLCA Chains, 8398

POLCA loops, 7283

Design-oriented sociotechnical success factors, 358362, 359t

boundary control, 361

information flow, 361

minimal critical specification, 358360

multi-functionality, 362

power and authority, 361362

support congruence, 362

variance control, 360361

Digital POLCA, 105, 226227, 239241; see also PROPOS

Downstream operations, 37

E

Ending points, for POLCA Chains, 8992

Energy Recovery Ventilation Systems, 274

Enterprise Resource Planning (ERP) system, 6, 3031

Authorization Dates and List creation

through system, 6467

without using system, 6263

HMLVC production and, 31

Enterprise-wide waste, 266267, 272, 288289, 290; see also Manufacturing Critical-path Time (MCT)

Exceptional situations, dealing with, 119140

expediting rush job for customer need, 129131

gridlock, 135140

holdups in assembly due to non-synchronized arrivals of components, 133134

in-process quality problem, 127128

machine downtimes, 128129

overview, 119120

schedule changes, 131133

unexpected shortage of component part, 120126

Expediting rush job, for urgent customer need, 129131

F

Feedbacks, for qualitative benefits assessment, 173174

Fernandes, Nuno Octávio, 397, 409

First-Come First-Serve (FCFS) discipline, 96

Flexibility in product routings, 3940

Formula for number of POLCA cards, 375379

Fredrick, Scott, 274

G

Gaalman, Gerard J., C., 407, 408

Gantt Chart, 271

Gates, Chuck, 274, 287288

Generic POLCA (GPOLCA), 397

Germs, Remco, 397, 407

Glass factory, POLCA in, see Szklo, case study

Gray Space, 269270

Gridlock, dealing with, 135140; see also Cycle Card

H

Harrod, Steven, 408, 409

Healthcare operations, MCT in, 279280

High-Level MRP (HL/MRP), 400

High-level unit of capacity

Capacity Cluster for, see Capacity Clusters

need for, 323324

High-mix, low-volume and custom (HMLVC), see HMLVC production

HMLVC production, 5, 2728

COBACABANA system, 316321

CONWIP system, 314316

ERP system and, 31

Kanban system, 309314

MRP system and, 302309

shift from mass production to, 28

Hopp, Wallace J., 382, 395, 396, 397

Human capabilities, 4244

I

Implementation of POLCA; see also Designing POLCA System; Roadmap, for POLCA launch

champion for, 72

cross-functional team for, 72

operational environment review for, 5152

organizational goals and, 5253

phases of, 4748

plan for rolling out adjustments/corrections, 151152

preparation for, 6169

commitment of management, 6869

ensuring availability of Authorization Dates and List, 6167

manufacturing metrics do not conflict with POLCA rules, 6768

prerequisites for, 5361

effective planning before control, 5759

POLCA-enabling cells, 5557

resolving issue of missing material or part shortages, 5961

shop floor organizational structure, 5455

as sociotechnical success factor, 358

symptoms leading to, 5051

Information flow, as sociotechnical success factor, 361

In-process quality problem, dealing with, 127128

Insurance Industry, MCT in, 280

Inventory control, for low-volume products, 3739

It’s About Time (Suri), 57, 287, 293, 294, 298, 309

J

Job

conceptual illustration, 5354

defined, 53

expediting for urgent customer need, 129131

holding off on, 3336

K

Kanban card system, 201

function/operation, 37

in HMLVC context, 309314

inventory proliferation for low-volume products, 3738

POLCA vs., 22

shop floor control, 297

Kanet, John J., 408, 409

Krishnamurthy, Ananth, 365

L

Land, Martin J., 316, 407, 408

Larson, Brian, 185

Lead time, 266

Capacity Clusters and, 349

challenges to reducing, 286287

enterprise-wide waste and, 288289, 289f

hedging with, 113

metrics, 153154

for Planning Cell, 8586

QRM for, 287290

safety through, 113114

Lean, 285286

Leanteam, 365

Lödding, Hermann, 399, 403, 408, 409

Loops, see Stocking points, in POLCA loops

Low-volume products, inventory control for, 3739

M

Machine downtimes, dealing with, 128129

Management, commitment of, 6869

Manufacturing Critical-path Time (MCT), 67, 265282

application

in manufacturing and non-manufacturing, 265266

in various business contexts, 268269

business case for, 272275

cost, 273274

on-time performance, 273

productivity and market share, 274

profitability, 274

quality, 273

space and office productivity, 275

definition

key terms, 267268

reasons for, 266267

Gray Space, 269271

Map, 275277

description, 269

example, 269f

insights, 270271

VSM vs., 277279, 278f

in other industries, 279280

overview, 265

QRM Number, 280282

in supply management, 279280

White Space, 270

Materials requirements planning (MRP), 12, 13, 58

approaches to avoid problems of, 399400

“Dispatch List”, 15, 23

ERP system, 29, 30

in HMLVC context, 302309

POLCA vs., 23

QRM theory, 297

time phasing, 399

M-CONWIP system, 397

MCT, see Manufacturing Critical-path Time (MCT)

MCT Quick Reference Guide, 268

Metalworking subcontractor, 233243; see also Provan, case study of

Metrics

core set of, 153

lead time, 153154

tracking and debugging, 153155, 172173

Minimal critical specification, as sociotechnical success factor, 358360

The Monetary Value of Time (Warnacut), 274, 291, 298

Mortágua, João, 409

Motivation for POLCA

operational environment, 5152

symptoms, 5051

Multi-functionality, as sociotechnical success factor, 362

N

National Oilwell Varco (NOV), 273

New Product Introduction (NPI), 297

Nicolet Plastics, 274

Non-synchronized arrivals of components, dealing with, 133134

Norling, Kurt, 185

NOV, see National Oilwell Varco (NOV)

NPI, see New Product Introduction (NPI)

O

OEE, see Overall Equipment Effectiveness (OEE)

Office operations, QRM for, 296

Operational benefits of POLCA, 2745

avoiding congestion and excessive build-up of WIP, 3233

being an adaptive system, 33

building on human capabilities, 4244

controlling inventory for low-volume products, 3739

costs, 29

customer-supplier relationships, 4041

decentralized decision-making, 6, 44

ease of implementation, 2930

effective use of capacity, 3132

ERP system, 3031

flexibility in product routings, 3940

framework for improvement activities, 36

HMLVC production, 2728

holding off on jobs, 3336

visual management, 42

Order release decision, 393404

based on shop floor state, 395396

quality of capacity signal, 396398

readiness assurance, 398

timing of, 394395

Organizational goals, for POLCA implementation, 5253

Organizational structure, QRM for, 291294

changes to, 293294

Outside operations, POLCA Chains for, 9294, 93f

Overall Equipment Effectiveness (OEE), 200201

Overlapping loops, 2122, 21f

P

Paired-cell loops of cards, 1618; see also POLCA cards; POLCA loops

Paired-cell Overlapping Loops of Cards with Authorization (POLCA), see POLCA

Patheon, case study of, 199210

company overview, 199200

POLCA system

boards and dashboard, 206209

kaizen workshop, 201205

life with, 209210

number of cards, 201205

senior leadership, 205206

training, 206

prior to POLCA, 200201

Periodic audits, 175177

PERT, see Program Evaluation and Review Technique (PERT)

Peters, Jaap, 215

Pharmaceutical environment, 199210; see also Patheon, case study of

Phoenix Products Company, 274

Planned lead times, 399400

Planning Cell, 7374

lead time for, 8586

POLCA Chains in, 8385, 84f

tasks performed in, 8586

Planning system

effective, 5759

MRP, see Materials requirements planning (MRP)

prerequisites related to, 5859

POLCA; see also Case studies

acronym, 4

bridging gap between theory and practice, 354

business implications and benefits, 34

designing, see Designing POLCA System

ERP system and, 3031

factors contributing to success of, 57

features, 45

implementation, see Implementation of POLCA

launched in in three days, 157167; see also Canadian facility, POLCA implementation in

operational benefits, 2745

order release in, 396

recommended for situations, 9798

trends addressed by, 11

POLCA Board, 17, 17f

POLCA cards, 99109

calculating number of cards in each loop, 106109, 108t

color-coded, 17, 17f

description and illustration, 1618, 17f

designing, 99100, 99f

determining process for returning, 103106

formula for number of, 375379

hedging with, 113

paired-cell loops of, 1618

quantum, 100103

safety through, 114117

POLCA Chains, 8398

defined, 75

ending points for, 8992

for outside operations, 9294, 93f

starting point for, 8385

in a subset of shop floor, 8788

POLCA Champion, 72, 144

POLCA-enabling cells, 5557

POLCA Lite, 251252, 252f

POLCA loops; see also POLCA cards; POLCA Chains

convention for drawing, 7475, 75f

description and illustration, 16, 16f

determining, 7283

overview, 7273

stocking points not to be included in, 7778

in subset of shop floor, 7881

Post-implementation activities, 169180

audits, 175178

periodic, 175177

random, 178

continuous improvement activities, 179180

Steering Committee, 169172

surveys and feedback, 173174

tracking metrics, 172173

Power and authority, as sociotechnical success factor, 361362

Preparation, POLCA implementation, 6169

commitment of management, 6869

ensuring availability of Authorization Dates and List, 6167

manufacturing metrics do not conflict with POLCA rules, 6768

Prerequisites, for POLCA implementation, 5361

effective planning before control, 5759

POLCA-enabling cells, 5557

resolving issue of missing material or part shortages, 5961

shop floor organizational structure, 5455

Preter, case study, 255261

cell formation and launch, 258260

implementation result, 260261

opportunities and challenges, 257258

overview, 255

reviewing situation of, 256257

shop floor layout, 257, 257f

timeaxx software, 255, 258261

Priority rules, POLCA and, 409

Process-oriented sociotechnical success factors, 355358, 356f

compatibility, 356357

incompletion, 358

transitional organization, 357358

Production control systems; see also Order release decision

academic contributions, 381382

application of POLCA, 384393

literature, 382

pull, 382, 383

push, 382383

reasons why companies need, 5758

Product routings, flexibility in, 3940

Proesmans, Ben, 233

Program Evaluation and Review Technique (PERT), 271

PROPOS, 223230, 240, 241

Protzman, Charles W., 315, 407

Provan, case study of, 233243

color-coded visual work management, 235237

company overview, 233

POLCA system, 238243

commercial success, 242243

customized for use of scarce resources, 240241

electronic solution, 238239

personnel development, 241242

shop floor system, 233234

stove cell, 234

Q

QRM Number, 280282; see also Manufacturing Critical-path Time (MCT)

advantages, 280281

calculation, 281t

defined, 280

graph, 282f

Q-ROC, see Quick Response Office Cell (Q-ROC)

Quality Deviation Cards, 204

Quality problem, dealing with, 127128

Quality Tracker, 127128

Quantum, 408

Capacity Clusters, 338342

POLCA cards, 100103

Quick Response Manufacturing (QRM), 285298, 361

challenges to reducing, 286287

development of, 285

organizational structure, 291294

realizing power of time, 287291

securing future with, 298

system dynamics, 294296

time-based decisions, 298

unified strategy for whole enterprise, 296297

variability

dysfunctional, 286

strategic, 286

Quick Response Manufacturing (Suri), 353

Quick Response Office Cell (Q-ROC), 296

R

Random audits, 178

Release-and-Flow (RFPOLCA), 9496

Authorization Dates, 9596, 95f

Authorization List, 96

Decision Time rule, 96, 97f

Release list

frequency of being updated, 403

generation of, 399

as order backlog or order book, 401

parameters to be decided upon for, 402403

time bucket granularity, 403

time horizon, 403

RenewAire, 274

Rhineland model, 215216

The Rhineland Way (Peters and Weggeman), 215

Riezebos, Jan, 216, 397, 401, 405, 406, 407

Roadmap, for POLCA launch, 143155

designing checks ensuring rules are being followed, 152153

planing roll out adjustments and corrections, 151152

scheduling review sessions and management updates, 151

standard process for secondary activities, 150151

team and, 143154

training, 145149

for core group, 145148, 147f

for rest of organization, 148149

S

Safety

lead time, 113114

POLCA cards, 114117

Safety Card, 103

aim of, 123

concept, 122123

deployment of, 124125

example, 123f

Shortage Tracker, 125126, 126f

unavailability of, 126

Schabel, Tom, 185, 275

Schedule changes

circumstances under, 131133

seamless, dealing with, 131133

Scheduling algorithms, 354

Scheduling software packages, 56

cost of purchasing/leasing, 29

drawbacks, 6

POLCA vs. other over implementation, 29

Self-steering teams, POLCA for, 4244

Shop floor

implementing POLCA

in a portion of operation, 7881

throughout operations, 7376

metrics, 6768

release decisions based on state of, 395396

Shortage; see also Safety Card

anticipated, 121

components, 121

dealing with, 120126

missing raw material, 120121

unanticipated, 121

Shortage Tracker, 125126, 126f

Simulation game, 365372

Six Sigma, 285, 286, 287f

Small companies, POLCA in, see Preter

Sociotechnical success factors, 353363

design-oriented factors, 358362, 359t

boundary control, 361

information flow, 361

minimal critical specification, 358360

multi-functionality, 362

power and authority, 361362

support congruence, 362

variance control, 360361

process-oriented factors, 355358

compatibility, 356357

incompletion, 358

transitional organization, 357358

Sourcing decisions, MCT in, 279

Spaghetti flow, 54

Spearman, Mark L., 382, 395, 396, 397

Steering Committee, 169172

Stevenson, Mark, 315, 407, 409

Stocking points, in POLCA loops, 7778

Stove cell, 234

color coding, 235236

production control system in, 237

success of, 237

Supply management

MCT in, 279280

modern approaches to, 279

QRM and, 297

Support congruence, as sociotechnical success factor, 362

Suri, Rajan, 365

Surveys, for qualitative benefits assessment, 173174

System dynamics, QRM and, 294296

Szklo, case study, 245254

cutting operations, 247248

factory, 246247

finishing processes, 249

machining department, 248

manufacturing processes, 246

overview, 245246

POLCA system

Authorization portion of, 251

initial design, 249251

moving to POLCA Lite, 251252, 252f

results of, 253254

T

Team, 143144

decision-making process, 1721

self-steering, 4244

training, 145149

Thürer, Matthias, 315, 407, 409

Time, see Lead time

Timeaxx software, 255, 258261, 260f

Time-based decisions, QRM for, 298

Time-phased release decisions, 394395

effectiveness of, 395

negative effect, 395

positive effect, 395

Time phasing, MRP and, 399

Tracking metrics, 153155, 172173

Training, 145149

for core group, 145148, 147f

for rest of organization, 148149

Transitional organization, as sociotechnical success factor, 357358

U

Unanticipated shortages, 121

Unexpected shortage of component, 120126

V

Value Stream Mapping (VSM), 277279, 278f

Vanhees, Luc, 233

Variance control, as sociotechnical success factor, 360361

Variass Electronics BV, 355

Visual management, 6, 42

color coded, 235237

VSM, see Value Stream Mapping (VSM)

W

Warnacut, Joyce, 274

Wastes, see Enterprise-wide waste

Weggeman, Mathieu, 215

White Space, 270

Workcenter, 5455

Work-in-process (WIP), 4

avoiding excessive build-up of, 3233

Work order, 53

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