Case Studies
Case Studies are a valuable learning tool. They provide low risk opportunities to discuss and hypothesize various scenarios, various outcomes and various consequences. Therefore EZSigma Group is building a library of case studies for you to explore.
Case Study Series
To help leaders navigate rapid workplace change and accelerating technology, EZSigma Group and Bay3000 are launching a monthly case study series.
Each case study is fictional and will include a practical scenario, the challenge, the solution, key learnings, and discussion questions you can use to facilitate team discussion and learning.
Using AI to Strengthen Lean Operations
Scenario (Background)
A mid-sized service organization with a mature Lean management system saw demand rise without added staffing. Lean practices were strong (daily huddles, visual management, CI), but work flowed across multiple digital systems with frequent hand-offs. Performance data existed, but it was fragmented and reviewed after-the-fact. Managers estimated they spent 10–15% of their time manually preparing data instead of managing flow and coaching teams.
When Tools Outpace Culture in a Service Organization
Scenario (Background)
Vertex Solutions, a national business services company specializing in customer support and back-office processing, launched an ambitious Continuous Improvement (CI) transformation. Facing margin pressure and rising client expectations, the executive team invested heavily in Lean training, Six Sigma certification, and a cloud-based performance management platform.