Continuous improvement is everybody’s job. We at TOPP Tactical Intelligence strive to bring excellence to your continuous improvement program by adding structure to your to your work logic and the accompanying activities and support technology which are necessary to capture, analyse and eliminate business operational wastes
2. WASTE
IDENTIFICATION
AGREE ACTION
PLAN
COMMENCEMENT
EXECUTE ACTION
PLAN
CLOSE
ACTION
PLAN
CAPTURE BEST
PRACTICES AND
CELEBRATE
SUCCESS
Overview
Continuous
improvement is
everybody’s job
We at TOPP Tactical
Intelligence strive to
bring excellence to
your continuous
improvement
program by adding
structure to your to
your work logic and
the accompanying
activities and support
technology which
are necessary to
capture, analyse and
eliminate business
operational wastes
4. Meet the team
Cash Management
Sabrina Ford
Client Services
Marinella Zankens
Depository Bank
Recon & Controls
Michael Weigand
Custody &
Data Management
Cathy Artale
Fund Accounting
Robert Fielder
Operational
Excellence
Robert Fielder
Laura Braun
Data Management
Ewelina
Reference Data
Piero
Corporate Actions
Denis Pagliaccio
COO
Empire Financial
Services UK
Anna
SR Business Analyst
Long queues at the fax
machine are slowing
down our work.
What if we designated a
small team to manage all
departmental incoming
and outgoing faxes?
Excessive
Downtime
& waiting
5. Empower your company
to innovate Senior
Management
Team leaders
By teaching your staff
techniques in capturing and
analysing waste reduction
opportunities with Lean, Team
Leads will continuously
improve processes by
giving visibility to Senior
Management into where their
support is necessary to act
swiftly and capitalise on
opportunity Process
improvement
opportunities
Staff
6. Waste elimination workflow
Waste is
identified
Stakeholders
are identified
Initial costs &
benefits are
estimated
Proposed
ownership is
established
Go
forward
?
Action plan
agreed
Action plan
executed
Action
reviewed for
closure
Reflection of
lessons learnt
Celebrate
success &
communicate
YES
Archived
On hold
(Kanban)
Should
we
revisit?
NO
YES NO
Waste
identification
Agree action
plan
Execute
action plan
Close exercise Celebrate success and
lessons learnt
7. Project
identification
Agree action
plan
Execute
action plan
Activity plan
conclusion
Celebrate
success &
lessons learnt
R
A
C
I
❑ Identify waste
❑ Identify impacted
stakeholders
❑ Identify and
agree core
benefits
❑ Approve, reject,
or archive idea
If approved
❑ Assign ownership
1 2 3 4 5
❑ Agree key
activities
❑ Agree activity
owners
❑ Agree start &
finish date
❑ Lock-down
benefits analysis
❑ Mobilise
resources &
communicate
commencement
❑ Activity 1
❑ Activity 2
❑ Activity 3
❑ Activity 4
❑ Activity 5
❑ …
❑ …
❑ ….
❑ Confirm with all task
owners that activities
are concluded
❑ Review results (debrief)
❑ Re-open or escalate
actions if outstanding
items or doubts are still
present
❑ Communicate results
through the company
❑ Document best
practices & checklists
used
❑ Contact team leads to
solicit endorsements for
participation
❑ Endorse colleagues for
contribution
Employee
Team lead
Department
lead
Dept Lead
Team lead
Division Lead
COO Division Lead
Dept lead
OPEX partner
Team Lead
Employee
Division Lead
Division Lead
Dept Lead
COO
Dept Lead
Division Lead
OPEX Partner
ALL
OPEX partner
Waste elimination workflow
OPEX partner
Team lead
8. Idea
identification
Agree action
plan
Execute
action plan
Activity plan
conclusion
Celebrate
success &
lessons learnt
R
A
C
I
❑ Identify waste
❑ Identify impacted
stakeholders
❑ Identify and
agree core
benefits
❑ Approve, reject,
or archive idea
If approved
❑ Assign ownership
1 2 3 4 5
❑ Agree key
activities
❑ Agree activity
owners
❑ Agree start &
finish date
❑ Lock-down
benefits analysis
❑ Mobilise
resources &
communicate
commencement
❑ Activity 1
❑ Activity 2
❑ Activity 3
❑ Activity 4
❑ Activity 5
❑ …
❑ …
❑ ….
❑ Confirm with all task
owners that activities
are concluded
❑ Review results (debrief)
❑ Re-open or escalate
actions if outstanding
items or doubts are still
present
❑ Communicate results
through the company
❑ Document best
practices & checklists
used
❑ Contact team leads to
solicit endorsements for
participation
❑ Endorse colleagues for
contribution
reduce
downtime
Anna
Waste elimination workflow
9. TOPP Tactical Intelligence, Ltd.
27 Old Gloucester Street, London
WC1N 3AX
www.toppti.com
info@toppti.com
Contact us to let us show you how to
put theory into action
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