Operational Excellence (Lean) CEO / Admin
Digital Lean platform with 17 continuous improvement, performance management and problem-solving tools. Built-in AI methodology recommendation.
Access
Sidebar → Operational Excellence
Or directly via: /dashboard/lean
Lean Dashboard
Route: /dashboard/lean
Operational excellence overview with:
- Active cases per methodology
- Key performance indicators (KPIs)
- Recent activity and trends
- Quick access to all 17 tools
Available Tools (17)
Problem-Solving Tools
| Tool | Route | Description |
|---|---|---|
| PDCA | /dashboard/lean/pdca | Plan-Do-Check-Act 4-phase cycle |
| 8D | /dashboard/lean/8d | 8 Disciplines methodology for complex problems |
| QRQC | /dashboard/lean/qrqc | Quick Response Quality Control — rapid resolution |
| FMEA | /dashboard/lean/amdec | Failure Mode and Effects Analysis |
Visual Management and Production Tools
| Tool | Route | Description |
|---|---|---|
| Kanban | /dashboard/lean/kanban | Visual boards with drag-and-drop |
| 5S | /dashboard/lean/5s | 5-pillar audits (Seiri, Seiton, Seiso, Seiketsu, Shitsuke) |
| Gemba | /dashboard/lean/gemba | Field observations (online and offline) |
| OPL | /dashboard/lean/opl | One Point Lesson — quick-reference training sheets |
| VSM | /dashboard/lean/vsm | Value Stream Mapping |
Performance and Statistics Tools
| Tool | Route | Description |
|---|---|---|
| SPC | /dashboard/lean/spc | Statistical process control charts with Nelson rule detection |
| Takt Time | /dashboard/lean/takt-time | Target cycle time calculation |
| SMED | /dashboard/lean/smed | Changeover time reduction |
| TPM | /dashboard/lean/tpm | Total Productive Maintenance — OEE tracking |
Strategic Steering Tools
| Tool | Route | Description |
|---|---|---|
| BSC | /dashboard/lean/bsc | Balanced Scorecard — 4 perspectives with radar chart |
| OKR | /dashboard/lean/okr | Objectives and Key Results |
| Decision Matrix | /dashboard/lean/decision-matrix | Weighted multi-criteria analysis |
| Budget-Forecast | /dashboard/lean/budget-forecast | Budget tracking and forecasts |
Main Workflows
Create a Case with AI Recommendation
- From the Lean dashboard, click New Case
- Describe the problem or objective
- The AI methodology recommender analyses your description and suggests the most suitable tool (PDCA, 8D, QRQC, etc.)
- Confirm the recommendation or choose manually
- The case is created with the selected methodology template
The AI bases its recommendation on the nature of the problem (quality, safety, process, strategy) and its complexity. You can always change the methodology after creation.
PDCA — 4-Phase Cycle
Route: /dashboard/lean/pdca
Each PDCA case follows 4 sequential phases:
| Phase | Actions |
|---|---|
| Plan | Define the problem, analyse root causes, plan actions |
| Do | Execute corrective actions, document changes |
| Check | Measure results, compare against objectives |
| Act | Standardise improvements, capture learnings |
Each phase requires validation before moving to the next.
Kanban — Visual Boards
Route: /dashboard/lean/kanban
- Customisable columns (To do, In progress, Done, etc.)
- Drag-and-drop cards between columns
- Configurable WIP (Work In Progress) limits per column
- Filters by owner, priority, due date
BSC — Balanced Scorecard
Route: /dashboard/lean/bsc
Strategic steering across Kaplan & Norton's 4 perspectives:
| Perspective | Example indicators |
|---|---|
| Financial | Revenue, margin, ROI |
| Customer | Satisfaction, retention, market share |
| Internal processes | Yield, defect rate, lead times |
| Learning | Training, innovation, capabilities |
The radar chart provides a synthetic view of balance across the 4 axes.
SPC — Statistical Process Control Charts
Route: /dashboard/lean/spc
Real-time statistical process monitoring:
- X-bar and R charts: mean and range
- Control limits: UCL, LCL, centreline calculated automatically
- Nelson rule detection: 8 violation rules identified automatically (trends, out-of-control points, oscillations, etc.)
- Visual alerts when a process drifts
5S — Pillar Audits
Route: /dashboard/lean/5s
Structured audit of the 5 pillars scored per area:
| Pillar | Meaning | Score |
|---|---|---|
| Seiri | Sort | 0-5 |
| Seiton | Set in order | 0-5 |
| Seiso | Shine | 0-5 |
| Seiketsu | Standardise | 0-5 |
| Shitsuke | Sustain | 0-5 |
Total score out of 25, with history to track progress.
Gemba Walk — Field Observations
Route: /dashboard/lean/gemba
- Record observations directly in the field
- Offline mode: observations sync automatically when back online
- Categories: safety, quality, productivity, environment
- Photos and comments attached to each observation
- Corrective action tracking from observations
Navigation
All Lean module pages are accessible under /dashboard/lean/*:
/dashboard/lean → Main dashboard
/dashboard/lean/pdca → PDCA cycles
/dashboard/lean/8d → 8D methodology
/dashboard/lean/qrqc → QRQC
/dashboard/lean/kanban → Kanban boards
/dashboard/lean/bsc → Balanced Scorecard
/dashboard/lean/spc → SPC charts
/dashboard/lean/amdec → FMEA analysis
/dashboard/lean/5s → 5S audits
/dashboard/lean/gemba → Gemba Walk
/dashboard/lean/opl → One Point Lesson
/dashboard/lean/vsm → Value Stream Mapping
/dashboard/lean/takt-time → Takt Time
/dashboard/lean/smed → SMED
/dashboard/lean/tpm → TPM
/dashboard/lean/okr → OKR
/dashboard/lean/decision-matrix → Decision Matrix
/dashboard/lean/budget-forecast → Budget-Forecast
Permissions
| Role | Access |
|---|---|
| CEO / Admin | All tools, create and close cases |
| Manager | All tools, create cases |
| Supervisor | View, Gemba and 5S entry |
| Employee | View Kanban boards and OPL |
Lean data is connected to other modules: BSC indicators can draw from financial, HR and production KPIs. Gemba observations can generate maintenance orders (CMMS) or corrective actions (PDCA).
Screenshots of this module will be added in a future documentation update.