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 SERVICE APPLICATIONS
The case studies below are samples of how we at Integral Consulting Group have applied our services to a variety of companies and organizations.

As you read through the cases, you may find yourself relating to the problems and issues others have experienced, as well as discover how Integral Consulting Group is able to help your company overcome your problem areas.


CASE STUDIES

Case #1 — Systems/Application Related
End-line production and assembly organization not meeting estimate levels
or production schedule...

Case #2 — People Related
Large customer service phone center in Fortune 500 corporation experiencing high turnover...
Case #3 — Organization Related
Mid-size high-end graphic design firm desiring to plan for their future...
Case #4 — Systems/People Related
State-of-the-art high tech manufacturer experiencing difficulty determining root cause of manufacturing defects...

Case #5 — Customer Related
Community-based hospital and health care services provider needing marketing plan and strategy to retain existing customers and attract new customers...




Case #1 — Systems/Application Related

Out-sourced labor intensive end-line production
and assembly organization.

Production not meeting estimate levels or production schedule. Most jobs stopped in process due to poor production planning and inbound logistics. Multiple set-ups and tear-downs on each job. In-process and end-line quality problems were plaguing production. Poor materials flow through staging, inbound, production, and outbound.

Two consultants from Integral Consulting Group were assigned to the project. The analysis and initial review indicated a need for multiple interventions.

Current workflow was carefully mapped and redesigned to maximize efficiency. Production scheduling was revamped to allocate space and time according to estimate parameters. Inbound and outbound logistics were revamped to facilitate flow and meet scheduling requirements. Inventory management processes were established. Production roles were clarified and jobs redesigned to push accountability to the production level and increase quality and quantity for each job.

New policies, procedures, and tracking systems were implemented to support the workflow. New incentive/reward/reinforcement systems were implemented to focus individual efforts on increased quality and production levels. Finally, measurement and feedback systems were created to assess performance of the interventions.

"I wish we would have used Integral years before we did. They have helped us immeasurably."

The interventions were extremely successful. In-process work stoppage resulting in additional set-ups and tear-downs decreased to almost zero. Productivity increased. The scheduling system increased on-time production significantly. Quality improved as did employee retention and satisfaction. "The project impacted every step of our production process from the time parts/materials entered the door to the delivery of the product to the client."

The improvement was felt immediately by all levels within the organization. By looking at the problem holistically and tailoring the interventions to meet the unique needs of the client, Integral Consulting Group, Inc. was able to positively impact the people, the process, and the entire organization.
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Case #2 — People Related

Large customer service phone center in a Fortune 500 corporation.

Very complex customer service jobs that experiencing high turnover. Significantly lower employee satisfaction compared with greater organization. Unclear job development process and career development path. Unclear delineation of three interrelated roles. Lack of accurate documentation on requisite job skills and knowledge.

Consultants with Integral Consulting Group, Inc. analyzed the problem. From the analysis, role clarification was identified as the root of the problem. A job competency assessment for each of the three roles was undertaken. Through this process, it was determined that the three roles really needed to be differentiated into six discreet roles. Each role was analyzed and a comprehensive competency based job description, task analysis, and development process was developed for each position. The documentation was reviewed carefully within the organization to determine accuracy and implementation related issues.

"Integral Consulting Group's work was exceptional. We will look for opportunities to use them again."

The competencies were rolled out with huge success. Workers on the front line were extremely positive about the results. "This is exactly what we needed. It will help me so much in my job."

The tools linked knowledge and skill evaluation to specific development opportunities, facilitated changes in new hire training to better equip customer service representatives for the job, linked objective analysis of skills, knowledge & expertise to annual review processes…, and managers finally had the tools they needed to help their people succeed.

Although recently implemented, the positive results of the process are clear. "Working with Integral Consulting Group was a positive experience all around."
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Case #3 — Organization Related

Mid-size high-end graphic design firm.

A felt need to plan for their future, determine direction and plan strategically. Rapid growth, dependence on a small client base, turnover, and seemingly conflicting goals all characterized the business. Employees were strong advocates for development and implementation of a strategic plan. The leadership team had been trying to develop the initiatives, but to this point had been unsuccessful.

Integral Consulting Group recommended the creation and articulation of an organization mission statement, organization values, and developing a shared vision for the future.

The consultants lead several off-site all day sessions, and the organization was able to complete the task and move into the development of strategy and identification of strategic initiatives. By the end of the sessions, the leadership team was unified around the core ideology and the future direction of the organization.

With the help of Integral Consulting Group, the team carefully planned for implementation.

"We couldn't have done it without you!"

The process has been in place for three years and continues to drive the organization. The vision has taken hold of the organization and the employees. The process of alignment is well underway.

Employees live by the values and mission of the organization as they strive to achieve the vision. Each month the leadership team reviews key indicators of progress, adapts to changing conditions and seeks feedback from employees. The clear articulation and shared meanings have become the basis for decision making. Retention has become retaining the right people, and accountability, teamwork and cooperation have all increased, as well.

The organization has a shared vision. This is an organization that lives what it believes.
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Case #4 — Systems/People Related

State-of-the-art high tech manufacturer.

Difficulty in determining root cause of product defects and percent of these defects caused by product handling. In turn, lack of clarity of operator versus systems-related product handling issues. Multiple product handling performance measures existing with lack of consistency and clarity in use. No formal assessment of training effectiveness/outcomes linked to organizational goals.

Long-term goal: Reduce manufacturing defects caused by improper product handling through the implementation and continuous assessment of product handling training effectiveness.

While multiple organizational indices existed with which to measure defects, the indices' links to their origin were unclear. Were the defects measured by a particular index due to poor quality raw materials, handling error, movement between buildings at the site, machine error, etc.?

Consultants from Integral Consulting Group (ICG) worked with a project team (consisting of module and production managers, inspection supervisors, product, process and quality engineers, information systems analysts, trainers, customer service representatives and others) to determine and track root causes of specific product handling defects. This "testing" of measures for links to handling defects was a lengthy one as some of the measures had multiple root causes.

Once clearly-rooted measures were derived, ICG designed and developed a comprehensive measurement system, called an IP Scorecard, to track the rise and fall of the defect measures. The IP Scorecard serves as a comprehensive measurement system that can link a function within an organization to business outcomes. In this organization, it is used to link the training department and specifically, product handling training, to organizational measures such as lot rejection rates, yield, return on training, and customer satisfaction.

ICG worked with the organization to implement the IP Scorecard by providing data gathering tools and report formats, conducting training for staff responsible for evaluating training outcomes, and continuing to coach staff in the evaluation and refinement of the scorecard post implementation. In addition, ICG provided consulting expertise to the development and refinement of classroom and on-the-job knowledge and skills assessments.

Quality of instruction improved overall as did training, production, operator and management staff satisfaction. The Scorecard has been embraced by the training staff, as well as by other departments within the organization, who value the feedback and opportunity to review the results of their efforts in a real-time report format.

Ultimately, the power of the IP Scorecard is in its use as an alignment tool for this organization, demonstrating the link between the work of the training department to the organization's overall goal of defect reduction.
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Case #5 — Customer Related

Community-based hospital and health care services provider.

Located 20 minutes outside of major metropolitan area, causing population growth within community as well as growth in number and type of proximal health care service providers. Ongoing decrease in market share and customer retention. Lack of information regarding additional services required to retain existing customers or attract new customers. No formal marketing plan or strategy.

Upon review, ICG consultants recommended the use of a telephone survey as the most efficient and effective method to gain information needed to formulate a marketing plan and strategies. The customized survey was designed to gather information about respondent demographics, current health care service choices, respondent use/non-use of the client's services, respondent attitudes toward the client, respondent motivations behind their use/non-use of the client's services, and potential areas of service to be offered by the client. Respondents were chosen using simple random sampling as a selection tool.

The data gathered from the survey was analyzed using a variety of different statistical and analytical methods, and a feedback session with the client's Leadership Team was conducted. The Leadership Team learned that demographics were not found to be correlated with the utilization of the organization's services, indicating that the organization has many options in terms of market strategy. Further, the organization learned that not having a defined market strategy may be causing more pain than they had realized: lack of use of services was related to customers' lack of knowledge of the services provided.

The client organization received direction in the form of an outline for a marketing plan. The survey results also identified potential strategies for retaining existing customers and generating new business in the form of a list of services customers would like to see added to the existing services already provided. The client evaluated the cost/benefit of providing the "preferred" additions to services and has already implemented the three top requests. An intensive market awareness campaign about these services ran prior to their individual start-ups and continues.

The "end" result? The organization's Leadership Team and its employees share clarity in understanding their constituency and a fact-based approach to making common sense decisions about their future. They are also on their way to increased market share and retention rates.
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Dr. Lori A. Peterson
Integral Consulting Group, Inc.
N7971 County Road CC, Suite 201
Spring Valley, WI 54767-8213
(Ph) 715-778-5085 • (Fx) 715-778-5084
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