Learn How to Master the Remote Audit

Within the past two weeks, the state of the world looks much different. People around the globe are working from home, including quality professionals. This pivot to virtual quality means that doing a remote audit, or e-audit, will become crucial to doing business. We’ve rounded up some free resources to help prepare professionals to lead organizations through successful remote audits.

Explaining E-Audits

In this classic ASQTV in-depth episode, auditing expert Shauna Wilson explains how organizations can utilize remote auditing.

Ask the Standards Experts

ASQ’s Ask The Standard Experts blog is designed to provide answers to technical questions about international and American national standards, facilitated or developed and supported by ASQ. Experts answer questions about remote auditing and Computer Assisted Auditing Techniques (CAAT).

Mastering Communication for Auditors

In this webcast, Six Sigma Black Belt and auditor Kaiwen Cheng shares tips for effective communication throughout the audit process, from gathering your findings to presenting them successfully using the 5 Whys.

Setting Up a Remote Audit

Quality Management tool Qooling released some helpful tips to setting up e-audits for the first time. Summit CPA Group also wrote about 5 Traits of Successful Remote Audits.

Managing Virtual Team Meetings

In this ASQTV episode, past ASQ Innovation Division chair Peter Merrill shares his advice on hosting successful virtual meetings.

QMS: Prove Your Worth

In this 2018 Quality Progress article, author and professional engineer Govind Ramu walks readers through ways to prove the value of quality management systems, and clear misconceptions about what quality professionals do. Being able to speak to the value of quality is as important now as it has ever been.

ASQ Audit Division

ASQ’s Audit Division is a team of more than 7,000 professionals interested in learning more about and advancing auditing as a profession. The Audit Division publishes newsletters, webinars, and discussion boards on a variety of auditing topics.


As we all adjust to this changing professional landscape, ASQ will work hard to continue to provide accurate industry-specific resources to help the quality community continue to excel.

Be sure to follow us on social media (@ASQ) for more quality news and resources, and let us know what you would like to see on our blog in the future.

Excellence through quality

Top 5 Quality Progress Articles in 2019

Quality Progress magazine is published monthly, and provides the quality community with current industry news, interviews and submissions by quality experts, and even a quality comic strip. Our Quality Progress Editor in Chief and Publisher Seiche Sanders rounds up her favorite Quality Progress articles from the past year.

“Make Your Move” December

Make Your Move cover art.

Every year, the annual QP Salary Survey offers quality professionals a glimpse on where they stack up in the industry. While the survey is always popular, 2019’s edition focused on depth and nuance. We painstakingly parsed and analyzed the data, so you can glean the most relevant information for your career path.

Read it here.

“Fish(bone) Stories” August

Fish(bone) Stories cover art.

At ASQ, we are always looking to apply core quality principles and tools to the changing quality field. The fishbone diagram is a widely used, classic quality tool, and in this August issue, we got to reimagine the fishbone diagram for the digital world.

Read it here.

“We ARE Doing It!” September

We ARE Doing It! cover art.

This article is really special to us, and we really wanted to make this article feel like a conversation between the women who wrote about their experiences and the reader. The advice, stories, and lessons shared are professional and personal.

Read it here.

“Inside Information” July

Inside Information cover art.

Derek Purdy based this article on his presentation at the 2019 World Conference on Quality and Improvement. It’s a great piece on salary negotiation that has a lot of applicable strategies. The tactics in this article can help people in any industry advance their career.

Read it here.

“Sea Change” April

Sea Change cover art.

A huge focus for Quality Progress in 2019 was helping our readers adapt and thrive in change. In this article, we looked at change through a quality lens and created a framework to guide employees and organizations through times of change.

Read it here.

Seiche Sanders is an accomplished publishing professional who has led association, B2B and consumer magazines and book publishing programs, content strategies and creative teams. She is the Editor in Chief and Publisher of Quality Progress magazine and its digital properties including the website and curated newsletters.

Quality and the Experience Economy

Over the past two decades consumers have been gravitating towards purchases that are of both high quality and provide an experience. Quality of a product or service alone is no longer a differentiator, quality of experience is. Consumers are buying what will not only satisfy a need, but will illicit an emotion or establish a connection.

How will this new economic structure affect the quality industry?

Babette Ten Haken

The Experience Economy, by Joe Pine and Jim Gilmore (1999, 2011), created the blueprint for how B2C (business-to-consumer) industries created customer experiences to build customer engagement, loyalty and marketshare.

Today, the Age of Mass Production is gone. Customers expect a company’s products and services to do more than remain “as good as the day I bought them.” Instead, customers make purchase decisions, expecting products and services to continuously become better and better over the duration of their life cycles. As a result, customers expect their own emotional experiences, interacting with their purchases, to become better and better.

The Experience Economy principles offer competitive advantages to the B2B (business-to-business) space, especially industry and manufacturing. However, this scenario sets up legacy cultural and methodological plate tectonics. Operations and Quality processes and mindset crash into Business processes and mindset. After all, Operations and Quality traditionally focus on issues and risk. Business traditionally focuses on possibilities and opportunities.

Can the two cultures not only co-exist within The Experience Economy industrial IoT ecosystem? Can they collaborate, cross-functionally, to create extraordinary and enduring customer outcomes and experiences?

Yes! Quality tools like design thinking and qualitative Voice of the Customer (VoC) methodologies have a tremendous impact on delivering product- and service-based designs which deliver remarkable customer experiences and catalyze customer retention. These insights give breadth and depth to periodic, quantitative customer experience survey results, conducted on the business side of the table.

However, to successfully deploy these tools and methodologies, Quality professionals must walk Quality talk across the organization, from the plant floor to the C-Suite. How does the Voice of Operations-based end-users relate to the Voice of Business-based decision makers? That is the Quality Challenge. Because once the dots are connected, organizations create a powerful, customized, experience-based blueprint for growth, expansion and sustainability.

John Hunter

It is very difficult to create great customer experiences if the management system doesn’t provide those interacting with customers the authority, tools, training and support to make decisions and continually improve the systems in place to deliver great customer experiences.

The management system must not only give people the authority to react to specific customer desires individually but must integrate continual improvement of the processes and systems to continually enhance the ability of the organization to delight – even in the face of ever greater customer expectations.

There is not a magic bullet solution to creating the capabilities to delight customers with the overall customer experience. It requires creating a management system that encourages that focus and supports acting based on those principles every day.

Luciana Paulise

Instead of spending a big budget on advertising, some companies decide to bet on free marketing by investing in their customer’s experience instead. For companies Like Johnny Cupcakes, Zappos or Delivering Happiness, their driver for growth has been repeating customers and word of mouth to actually get free advertising . Most of the money they would have spent on paid advertising like regular companies do, they invested it into customer service and the customer experience instead, letting customers do the marketing for them through word of mouth and relationships. They will recommend your brand to their friends, talk about you on their social networks, generate repetitive sales and sometimes even give you ideas for potential new products. Basically, customers become what I call “lovers” of your brand.

So what is a great experience? it is not just regular customer service. It is to take care of every detail in every contact with your customer, face to face, online or even on the phone. Tony Hsieh, founder of Zappo’s says that “If you get a 10 minutes interaction right, the customer remembers the experience for a very long time and tell his or her friends about it. You need to make sure that we use that opportunity to create a lasting memory”. So, the key is to focus on building engagement and trust, seeing every interaction through an experience of a long-life relationship lens instead of an expense-minimization lens.

This shift from buzz marketing to experience marketing can only be possible through a cultural transformation within the company. All the old habits of just minimizing cost need to shift towards customer centered habits.

Edwards Deming, proposed a cultural transformation in his last work, the System of Profound knowledge. This method shifts organization from “Me” to “we”. a “We ” organization means that departments work together, and make decisions considering the interactions they have with each other. As Deming puts it, we need to mind not only about doing “good parts” but also about “the gaps” between the parts. That is, your report can be done correctly, but if it doesn’t fit the needs of your customer, it may not be as good for him. We need the customer or the preparer to raise the voice to make a change in the process.

“We” thinking is crucial in an experience-based marketing, as everybody needs to be involved in getting the right interaction to the customer, everybody needs to be open to see how the company can do better and be part of it.

The cultural change needs to be lead by the head of the organizations by example (top-down) and specific principles, and provide the appropriate training of those principles to the employees to offer bottom-up solutions.

Chris Moustakas

Remember the first time you used Google Maps? Compared to the experience of Mapquest, it looked and felt like magic, and what was state of the art just the day before became obsolete overnight.

A wealth of open resources, plus a step change in what “good” looks like, has reset people’s expectations. At its core, “Quality of Experience” is a holistic definition. It used to be that a company could be judged by specific criteria – a widget’s reliability measures, for example – but those days are over. Today it’s not only that widget’s reliability that matters, but how and from where you source the raw materials, how responsive your support hotline is, even what your employees are saying about you on Glassdoor.

This change makes perfect sense in a world dominated by instant information and social media. It has nothing to do with producing a warm-and-fuzzy feeling, and everything to do with smart business. Your supplier may provide cost-effective, high-quality products, but if those products were developed in repressive environments, you expose yourself to the risk of social backlash (especially if you’re a bigger company). You don’t have to think for long to remember recent examples of this.

How can quality professional contribute positively to this new reality?

  • Use tools like NPS to gauge how your customers feel about you.
  • Apply metrics to qualitative measures (such as your NPS scores), and use those metrics to communicate management expectations.
  • Open your organization to suggestions from employees, who often have the best ideas, and track those with the same attention you would a corrective action.

The techniques are the same. The only thing that’s different is the larger scope – and with that larger scope, the opportunity to effect more meaningful change than ever before.

Luigi Sille

Nowadays customers are much more educated, they know exactly what they want. They read and do research (using internet) about the products they want. In an experience economy an external customer is referred to as a “guest”, and not just a customer.  A guest does not just buy a product, but he or she pays for the experience.

How will this shift to experience economy affect the quality industry, and what quality practices can be applied or adapted to ensure success in this new economic structure? The answer is simple: SERVICE

Companies should invest in training and development of their employees to:

  • Deliver better services
  • Communicate better
  • Handle and help solve complaints/problems… “Service Recovery”
  • Expand their knowledge
  • Work on team-building

Managers should:

  • Be more flexible
  • Brainstorm (with the team) for new ideas and possibilities (Creativity & Innovation are very hot topics in the quality industry)
  • Help / guide / advise the team
  • Quality of work-life is also important
  • Deal with conflicts, and never neglect them

We have to remember that Managers have to guide, control, and motivate employees (team members) so everyone will feel that they are part of the organization. We also have to measure, one way or another, the quality of service we are delivering. But measurement of Service quality is not an easy task. Compared to measuring tangible products, it’s difficult.

Aspects of service quality that can be measured:

  • Reliability: Deliver promised service in a consistent way
  • Tangibles: physical appearance
  • Responsiveness: Willingness to offer a fast service
  • Credibility
  • Access: Easy to do business
  • Customer complaints

Maybe we (Quality professionals) have to do more on this measuring aspect. New and improved measuring methods will have a positive value for both organizations and your customers.

So the experience economy and the quality industry, go hand in hand. Improving the quality of your service will in turn deliver the experience your customers are looking for.

Dr. Suresh Gettala

Joseph Pine and James Gilmore, the two protagonists of the experience economy, argued that the transformation of the economic progress has gone through four-stages of evolution – from agrarian (commodity based) to industrial (goods based) to service (service based) and finally to experience based economy.

Source: B. Joseph Pine II and James H. Gilmore, “A leader’s guide to innovation in the experience economy”, Strategy & Leadership, Vol. 42, Issue: 1, pp.24-29, 2014.

Today, experiences are construed as a distinct construct and economic offering from services just like how services were seen distinctive from goods in the earlier decades. Experiences are perceived to be unique, memorable and sustainable over time that would involve customers’ involvement at multiple levels – physical, emotional, intellectual, behavioral, social and spiritual.

The primary question that arises is: “Can the quality of the experience be measured”? Earlier dimensions of quality, predominantly were explained from a goods/services perspective, quality of the experience transcends such limited thought process and details that experience quality encompasses the “total experience” ranging from the pursuit, procurement, consumption and post-sales phases of the experience.

It has been proven through research studies that customers do construe customer experience quality and therefore able to perceive the relative superiority or inferiority of their experiences. While we can be forgiven for thinking that managing customer experiences is apropos only to the consumer industry, it must be noted that business to business milieu also provides definitive stages for experiences.

Pine and Gilmore postulates five value creating quality approaches that drive progress in the dynamic experience economy that include, customized goods, enhanced services, charging for experiences, fusing digital technology with reality and transformative experiences.

To encapsulate, “Experience” is not an immeasurable, amorphous construct but a concrete economic offering which if carefully designed and staged would result in a lasting impression on the customers. Needless to mention, this would in turn help to carve a niche for the seller organization if they can stage an experience that is going to create some memorabilia in the minds of the players that results in a transformation within the customers.

As more and more focus is being given to the quality of the experience, by both the business and the academia, prudent practitioners have realized that they can command a fee for the experience per se. Consequently, companies enabling such transformational experiences can charge not just for the goods and services or the time spent with the customers but for the transformation resulting from such experiences.

Several research and practitioner oriented articles have dwelled on the dimensions of experience quality and how they positively influence other constructs such as customer satisfaction, loyalty, retention and repeat purchases. There has been substantial proof to illustrate that effective management of experience quality is extremely crucial for achieving sustained financial success.

Apply Design Thinking to Quality Practices

 

More and more organizations are using design thinking to assess business concerns, discover creative solutions, and to establish market opportunities. As this strategy gains more traction ASQ asks:

How can design thinking be integrated with, and applied to quality practices?   

 

Prem Ranganath: The Art of Quality

Design Thinking is an opportunity to humanize quality and continuous improvement

Background: Design Thinking is a collection of methods and mindset that evolved at Stanford University and has now entered the mainstream in almost every industry. While the design thinking stages and methods might appear to be a framework, the essence of design thinking is the focus on ‘empathy’ and ‘experimentation’ to design innovative, meaningful and people focused solutions.

Design thinking is a human-centered approach to innovation that draws from the designer’s toolkit to integrate the needs of people, the possibilities of technology, and the requirements for business success.

-Tim Brown, CEO OF IDEO

Design Thinking for Quality Practitioners:

There is no dearth of frameworks, toolkits and methodologies for quality management and continuous improvement. For example, a methodology like DMAIC (Define, Measure, Analyze, Improve, Control) provides a structured set of methods for continuous improvement along with a set of problem-solving tools and techniques for each stage in the methodology. DMAIC provides an opportunity to assess the current state using quantitative methods and prioritize problems/ opportunities for which solutions have to be implemented.

Metrics to qualify the current state and for measuring effectiveness of the solutions implemented are typically tagged to business objectives which ensures that employees understand the alignment between improvement initiatives and the potential impact of outcomes on business objectives.

If we use the Visual-01 (below) from IDEO as a reference, traditionally quality and continuous improvement initiatives are largely driven by viability and feasibility considerations. Integrating design thinking with improvement initiatives brings the ‘human’ element into focus, by driving conversation on ‘desirability’ of the solutions being proposed for implementation.

Visual-01: Dimensions of Design Thinking (source: IDEO)

Innovation Dimensions

When desirability is considered alongside viability and feasibility on quality and continuous improvement projects, it significantly improves change management and adoption. This approach also significantly increases the odds of institutionalizing and sustaining changes and ensures the effectiveness of the changes. Use of empathy as a facet to characterize current state brings more focus on the users (internal or external customers). Applying empathy alongside prototyping to evaluate alternate solution options for the future state improves engagement from the user community and will have a positive impact on the pace and extent of adoption. An informed and engaged user is more likely to be a champion for the solutions being implemented. The combination of traditional metrics and qualitative data supporting the desirability dimension can provide a new perspective for prioritizing and driving improvements.

Visual-02: Integrating Design Thinking with DMAIC

Integrating Design Thinking with DMAICVisual-02 shows the integration of a Design Thinking flow represented by the steps Empathize, Define, Ideate, Prototype and Test with the DMAIC approach for continuous improvement. Integration of design thinking methods to adopt a humanized approach to characterizing (challenges and opportunities) current state. On similar lines, engaging internal and external customers to experiment and improve in a culture of play can lead to solutions that are desired by the user community and enable the quality practitioners ability to sustain and scale the improvements.

I have used the design thinking approach and methods on large transformation initiatives and during Kaizen events and I have seen significant impact on participants’ enthusiasm and engagement. The ability to empathize and experiment puts a human face to quality and process improvements and I would highly recommend design thinking to quality practitioners. I look forward to hearing from my peers on their experience with design thinking.

 

Robert Mitchell: Quality Matters 

Use Design Thinking to Innovate Your Quality Improvement Journey

Design Thinking is a strategy-making process that focuses on customer behaviors rather than opinion (aka tribal knowledge) and market research.

There is a lot of press lately about Design Thinking concepts, applications and examples in the development of new products and opening new markets. Design Thinking was popularized by David M. Kelley and Tim Brown of IDEO and Roger Martin of the Rotman School. A very good, short video on the topic was recently published by the Harvard Business Review blog . For a more detailed explanation please read the paper, “Design for Action” written by Brown and Martin.

Design Thinking process:

Design Thinking Process
From a paper recently published by Creativity At Work, “Design Thinking is a methodology used by designers to solve complex problems, and find desirable solutions for clients. A design mindset is not problem-focused, it’s solution focused and action oriented towards creating a preferred future. Design Thinking draws upon logic, imagination, intuition, and systemic reasoning, to explore possibilities of what could be—and to create desired outcomes that benefit the end user (the customer)”.

So how might Design Thinking be applied to your Quality improvement frameworks and roadmaps? The three major stages of Design Thinking are:

  1. Observe customer behavior; define unarticulated needs
  2. Ideate, Prototype, experiment and test
  3. Bring the new concept to life; open new markets

What differentiates Design Thinking from traditional Voice of Customer collection approaches is the emphasis placed on observation of behaviors rather than relying on customers’ input to satisfaction surveys. Survey responses tend to validate Expected Quality and rarely reveal Exciting Quality opportunities (see “Kano Model”). In this way, Design Thinking is similar to Focus Panels and “Be the Customer” methods to better understand unarticulated customer needs. It is at this stage of Design Thinking that the Quality practitioner has the unique opportunity to innovate through the introduction and incorporation of Journey Mapping to document customer experiences throughout the value chain of the producer-customer relationship, from product awareness to purchase and after-sale touchpoints.

An example of customer journey map:

Customer Journey Layers

The stages in Design Thinking around Ideation and Prototyping should look very similar to your existing Product Development and Commercialization processes. Many such approaches use a stage-gate model to prototype, test, and refine product design to evaluate customer acceptance and verify production cost estimates. Quality’s role in this stage should be to coach and consult in the proper use of experimental design to minimize experimentation costs and identify potentially important interactions of inputs and process variables to optimize performance of customer needs.

Another unique opportunity in the Design Thinking process for the Quality professional is in the final stage of bringing the new concept to life. With the help of social media the properly trained Quality professional can analyze customer / consumer feedback to validate areas of satisfaction and dissatisfaction, focusing on opportunities to build loyalty and engagement.

One can debate whether Design Thinking is really all that new or novel an approach to the value creation process. Design Thinking reinforces the power of understanding customer behaviors and unarticulated needs to deliver Exciting, innovative new product and service offerings for improved customer satisfaction and engagement… and potentially opening whole new markets. Per Linda Naiman (Creativity at Work), “Design Thinking minimizes the uncertainty and risk of innovation by engaging customers or users through a series of prototypes to learn, test and refine concepts”. The Quality professional might also consider how Design Thinking and Journey Mapping can help him/her to innovate their professional services portfolio for increased customer satisfaction in teaching, coaching and consulting outcomes.

“The best way to predict the future is to create it” – Peter Drucker

 

Luciana Paulise: Biztorming

What is Design thinking

Design thinking is a systematic and collaborative creative problem solving approach focusing on customer needs, getting information by direct observation, and testing it in a disciplined way. Similar to the Lean startup approach, the key is to fail fast and fail often. Even Toyota production system promotes investigating as many alternatives as possible, to find the very best solution, and always urge to propose ideas and fail as fast as possible.

The three main stages

1) Invent the future: With design thinking you should imagine what could be, in the ideal world, with limitless boundaries. You need to think what your customer may want but don’t know. The way to do that is by “Camping out” with your customers, like Home depot does. They talk to customers, ask how their experience was, ask questions like “did you find what you expected, what about the price, was it easy to find?” Sometimes a customer just want something fast, meaning buying a product in your website in just three clicks. That is what you need to discover through observation, what is “unstated”. Customer know they want to Get from a to b, but don’t know how. You need to find out the best way by immersing in their lives, observing and asking questions.

Ideas for product changes may be related to new products, pricing or new store displays.

2) Test ideas. You can do Mindmapping to write down ideas after observation, and then test those ideas. Do first individually, and then test it with your team mates or even with your customers. Remember, don’t judge, simply think and write down.

Once you have your ideas mapped, you need to conduct experiments to test the ideas in the real world. You can also test new processes that maybe faster, easier or

Use cheap materials, or partial solutions or Rapid prototyping tools. It does’t have to look perfect at first. The idea is to go fast, to be able to adjust fast.

3) Bring the new product to life. Identify resources and activities to implement the new ideas. Plan how to produce, distribute and sell the product or how to change the process.

Some Case studies

Design thinking can be used in any type of industry. A health provider for example used it to re-engineer nursing-staff shift changes. Close observation of actual shift changes, combined with brainstorming and rapid prototyping, produced new procedures that radically streamlined information exchange between shifts. The result was more time for nursing, better-informed patient care, and a happier nursing staff.

The Innova School System, for example, with 23 schools thus far, is applying design thinking across its platform, from how the classrooms are built to the curriculum. and the UK’s Design Policy Unit  as described in Tim Browns’s first article on Design Thinking for HBR.

Samsung Electronics manufactured inexpensive, imitative electronics for other companies. Its engineers built products to meet prescribed price and performance requirements. In a company that emphasized efficiency and engineering rigor, the designers had little status or influence. Then, in 1996, Lee Kun-Hee, the chairman of Samsung Group, frustrated by the company’s lack of innovation decided that in order to become a top brand, Samsung needed expertise in design, and set out to create a design-focused culture that would support world-class innovation. It took a long way until getting everyone in the company on-board, but they finally made it. Now Samsung innovation process begins with research conducted by multidisciplinary teams of designers, engineers, marketers, ethnographers, musicians, and writers who search for users’ unmet needs and identify cultural, technological, and economic trends. Design thinking for them means three major things: empathy, visualization, and experimentation in the marketplace.

Tech companies are using quality tools to organize their innovation cycles, likewise automotive, manufacturing, or even consulting industries more focused on standardization should start using quality together with design thinking so as to get a disciplined empathetic approach to customer requirements.

Are you ready?