Monday, September 26, 2022

A lifetime Story

 All petroleum companies’ laboratories were busy in the 1950s searching for ways to make unique products from oil.  Oil companies were also looking for ways to increase the consumption of oil as there was more oil than there was consumption.   This was an interesting new frontier because oil is composed of many different organic molecules which can be broken apart and reassembled into something quite different.  Common polymers like polyethylene or polyisobutylene are prominent examples.  The properties of these new products were unique at the time and the developers in the laboratory knew more about their potential use than anyone in the converter market. The developers of these new molecules had to instruct potential users on how to mold, cast, or fabricate end-user products. 

My first experience with quality came from the role I played to evaluate our first production of high-density polyethylene.  The plant struggled with the demonstration run, but large quantities of the polymer were produced, and I was provided with several hundred pounds for evaluation in the Products Research Laboratory.  The test samples failed all the tests of durability.  Production of that particular polymer was put on the back shelf for another 20 years. The process that was used in the test run failed to produce a viable product.

Quality in these early years had a very narrow definition and was usually defined as just one parameter. Jokingly, one said about polyethylene that if it's white and if it floats it must be polyethylene.

 

As could be expected, with evaluations of these new products for end uses, customers began to learn rapidly what raw material characteristics were important to them for their success in creating new end-use products.  The polymer characteristics required for making film were different from those required to make bottles.

 

Other suppliers developed related products and with growing customer interest, plants began to be built to supply commercial quantities.

Competition from other labs and their commercial plants plus the growth in customer knowledge caused a rapid rise in the demand for quality to be defined with additional parameters and measured by published test methods.  Once this change occurred, customers began to place limits on key variables and added these limits to their purchase requirements. At first, producers were very secretive about the limits to which they could produce products suggesting a disparity between what specifications were required and what the plant could meet.

 

Competition and customers’ needs drove specifications ranges to ever-narrower limits, so it often became necessary to inspect output to ensure quality requirements were being met. Some customers required tighter specifications than did others, so products were more carefully inspected for them to earmark product specially for them. Production that was out of range for most customers was re-manufactured by recycling with new production at the molecular level.  Recycling avoided losing off-specification production that would otherwise be scrapped, wasting raw material, and labor, and incurring disposal problems. It didn't take long before it became apparent that the chemical process required improvement to make it capable of routinely meeting specifications.  The need to inspect production before shipment ushered in the era of quality and continuous improvement.

 

Improving the process as a means to eliminate quality control by inspection became obvious but was also recognized as a difficult task due to a number of factors. The list of factors was long, consisting of process interruptions that compromised data collection,  employee errors, testing variability, lack of proper equipment for specific steps in the process, and the inadequacy of pneumatic controls for critical parts of the process. All the characteristics contribute to an out-of-control process.

 

Plant technical service engineers and chemists eagerly accepted the challenge to improve plant capability but were unsuccessful—the task was too large for the operating organization to handle.

 

Those who worked during this time said that it was as if there was an undefined struggle occurring between these few process engineers who were looking for a constructive way of overcoming the operating problems and two opposing forces; an operating organization that resisted change and a workforce that was antagonistic. The workforce viewed process engineers as agents of management and they were treated accordingly.

The few process engineers were trying to change how operating personnel were engaged in the process by shifting to a  focus on problem-solving, looking for root causes of operating problems.  The intent was to find some single cause and correct it to make the process run reliably, but the bulk of the management was ambivalent. It was apparent that they did not see any case for changing how the plant was managed. Their unspoken method for overcoming any of the operating problems was to increase accountability at all levels, stressing the need for more discipline in operations management.  It was not obvious at the time, but plant problems were generally understood to be the result of errors caused by careless operations employees, not by defects in the process itself. The solution to that was to put more pressure on the workforce—creating even more dysfunction.

The seed for this interest in solving problems came from reading about systematic problem-solving.  A training program for all engineers on systematic problem solving was conducted but that program was not effective because faulty data and unskilled treatment of the data did not support systematic problem-solving.  Furthermore, finding a root cause of a systematic problem was not in the cards.

One of the operations supervisors said, “it’s like a war zone out there,” referring to his morning control room review of overnight operating problems where the explanation of every upset in plant operations was referred to as a “process secret” by the workforce.  Key logbook entries were missing, and no one had any understanding of the events of the previous shift when the upsets occurred.  Upsets invariably produced scrap and off-specification production----these upsets were costly events, some presenting safety risks.  This antagonistic behavior of the operating crew served to reinforce the conviction of management that all the problems of the plant were due to operator performance either intentionally or unintentionally.

 

It was obvious that there were operating problems caused by the engineering design of the plant.  The process engineers suspected this additional likely cause because even they, with their knowledge of the process, had difficulty establishing stable operations.  Most of these design problems were assumed to be normal because the recurrence of the problems was part of the work of making the product for years.  The instability of the process was the cause of inspecting production before shipment, so it was clear that our objective was to improve the stability of the plant.  We all knew that inspection to ensure the quality of production never works 100% of the time.

 

This nearly unbearable situation lasted for several years during which time equipment sabotage, intentional errors in the execution of routine duties, management directives that were threatening, frequent customer complaints of poor quality, and a poor safety record were normal.  It’s a wonder that no one was seriously injured, and the plant was not destroyed.

During this time of conflict, someone had alerted the local newspaper of the plight of the shift worker and a full-page article based on a night shift interview with the operating personnel appeared in print, much to the surprise of local management. The featured article was like confidential information leaked to the press. The workforce saw success; management was embarrassed. The print copy even made it to the New York corporate offices.

The attempt by these few process engineers to tackle process improvement at the lowest level in the organization was not specifically blocked by management but was completely stalled by the war between management and the workforce. Neither side trusted the other. There was little time left in a full workday to improve anything when all efforts were devoted to repairing damage and reestablishing operations.  In addition, the ability of the organization to tackle a system problem of this magnitude was insufficient.

 

This contentious environment was nudged down the path of reconciliation by the change in a few mid-level plant management positions.  The new leadership had the philosophy of focusing on the process and not on personalities. This shift in management style happened by chance and definitely not by design.  Occasionally change that occurs by chance results in improvement, but don’t count on it.

The changes were timely as the plant was beginning to export products to locations where some customers were known for their attention to the use of process data for quality improvement by implementing projects to change the process.  Japan especially was getting to be known for its success in improving the quality of products in response to difficulties in world trade due to poor quality.   Japanese companies were leading the way in quality improvement using proven principles adopted from the teaching of Dr. Deming from the USA. That Japan was leading in adopting quality as a strategy was a paradox because the broad theory that an improvement in quality would lead to lower cost and higher productivity all the while increasing worker and customer satisfaction originated in the USA with leaders like Dr. Deming, along with Dr. Juran and others many years earlier. These methods were assumed to have been developed in Japan, not the United States because Japan popularized the use of these management techniques to improve quality and productivity.  At the time, our interest in these methods was increased from reading accounts of successes in process operations in Japan as the next level of thinking beyond systematic problem-solving.  We were gaining theoretical knowledge through our study but were not yet applying this knowledge to plant operations.

 

Still, few seemed interested in why the Japanese recognized a quality problem and those in our industry did not. The widespread interest in quality in manufacturing in Japan could be easily explained by noting that Japanese company top management viewed improvement as critical to their survival.  They adopted quality improvement as their main strategy as they were convinced of the relationship between improving quality and all the other outcomes of consisting of customer satisfaction, worker pride, cost, and productivity.  The apparent reason for their adoption of quality as a business strategy was that they had a case for action. When we saw little interest in this approach in our company, we asked ourselves could it be that management here did not sense a crisis because profitability was satisfactory, and they were comfortable with the status quo?  In the jargon of the time, there was no case for action here.

 

The attention to quality and process improvement received a boost from an unfortunate production error.[1]  High product temperature at the time of packaging was known to have an adverse effect on product use by the customer. Lacking noninvasive temperature sensing tools,  dial thermometers were stuck in the solid product as it moved down the production line to determine if the temperature was acceptable to proceed with packaging the product.  This worked fine for a while, then, a customer in Japan received their shipment of product with a thermometer still stuck where the employee left it, having neglected to remove it.  Regrets were expressed in a response to their written complaint, but they were not satisfied with the response and replied by telling management that was not nearly as devastating as the product which they received that contained some worker’s coveralls.  Since the plant boasted that contamination of the product was at the parts per million level, both of these events were most embarrassing.

 

This product contamination with a worker’s coveralls could not occur by chance but had to occur from some prank, so it was viewed as an act of revenge even though relations between management and the workforce were improving at this time.

These contamination events caused two outcomes.  One is that the customer in Japan requested an in-person explanation of how this contamination was allowed to happen and then describe the process changes to prevent a recurrence. The operations manager traveled to Tokyo and met with the Japanese customer’s management to provide details on the cause of the product quality event, but unknown at the time, the presentation failed to adequately convince them that there was a process-based solution in place. The customer accurately perceived that a focus on the process was not yet an attribute of our organization.

The second outcome was the loan of a plant process engineer from a Japanese affiliate to help teach our plant process engineers to use basic statistical methods to improve the control of the process and the resultant quality. This was a clear example of management leadership assisting the plant’s technical organization in its efforts to improve the process. These two events were opportunities to learn what Japanese industry thought were important methods to manage production.  They were convinced that a focus on process improvement was a key strategy for their business.

Learning from these two outcomes occurred only in a few spots in the organization.

 

A few advances in quality and process improvement occurred at the workforce level, but some significant setbacks occurred at the same time.  Some employees voluntarily participated in quality improvement projects as a result of the leadership of three first-line supervisors and made notable contributions to quality improvement.  Much of this was lost over the next year due to personnel changes and organizational structure changes that did not support the need for quality improvement, confirming that there was still no case for action to improve and that command/control management methods were firmly entrenched.

 

The focus on operations by the Japanese engineer now on loan was on the statistical treatment of operating data.  The core of his influence was to use operating data to separate common causes of plant variability from special causes. His work showed that the process was often not in control. Many operations personnel were then trained in the practical use of statistical treatment of data demonstrating that the use of basic statistics to identify problems would not only create a more uniform product but also make their work easier.

 

As a shining outcome of this training, one shift operations employee brought to his workstation the software and his laptop computer from home to monitor one dimension of product quality and found that in the past, a large percentage of his time was spent adjusting the control settings on the equipment when in fact the process was not stable.  From his use of practical statistics, the process operator learned when to adjust the controls of the equipment and that making adjustments when not warranted would only create more variability. This was an example of using technology from outside our work sphere to improve operating stability, and voluntarily introduced as a new method of operations control.  This shift worker probably saw himself as an outlier among his peers, as he subsequently resigned from his position and left the company.

 

Work to establish the stability of the process by focusing on the equipment now took on more importance.  The quality advocates were pleased but not astonished with this worker’s efforts because they had high expectations that the talent of the workforce would be evident if allowed to develop; after all, the workforce hiring criteria was high.  However, once hired, there was no strategy for identifying the skills and talents of the individual and engaging that individual in the improvement in quality. 

Two major capital-intensive modifications were made to the plant significantly improving the stability of operations.  These two projects were the first major capital investments purposely aimed at improving stability in the long history of the plant.  One was computer control and the shift to electronic instrumentation and the other was a complete redesign of the packaging section of the plant. These two projects demonstrated process improvement and contributed to improving the capability of the process to meet specifications and lessen the dependence on inspection.

 

National interest in operating excellence ushered in an era of quality management under the guise of improving quality. The industry was flooded with written material from theorists on improvement techniques and philosophy.

Managers formed Quality Councils to focus on goals and their translation throughout the organization, accompanied by mission and vision statements,  change management programs, company-wide seminars, awards programs for waste reduction, etc.  Senior management made a bold move and formed a company-wide select team to identify key projects for improvement and to promote quality as a business strategy.  However, for the most part, the effect of these programs never made it to the operational level of the company.

One awards program that did make it to the workforce was to recognize work teams for the lowest level of scrap production; but that ended in total failure because to be the best at meeting the low scrap goal, those operating the process began to return the contaminated product to the prime product flow.  This generated both low scrap levels and as well as many customer complaints.  A principle was easily recognized from this program; be aware of unintended consequences coupled with the principle of testing a change before implementing a change, recognizing that not every change results in an improvement.

 

The company-wide spirit was notably increased but had little effect on identifying projects for improving the basic process capability of various processes.  Most of the energy in these management initiatives was created by well-worded inspirational writing on the subject of quality and operating excellence. These fashionable activities swept the industry. Those on the shop floor ignored most of this activity.

 

Meanwhile, a major example of a positive quality focus was the construction and staffing of a new plant apart and separate from the main facility, purposely planned, and executed in a manner that avoided carrying over any old customs of how to manage plant operations.  The new plant performance was better than anticipated.  The demonstrated performance of the new plant regarding safety, customer satisfaction, and cost of operations was recognized as outstanding.  The new plant’s success was so valued that the plant manager who promoted quality and process improvement from its inception, on his planning to retire, held off his retirement to be sure that his replacement had the right philosophy on employee involvement and the spirit of open management so that the plant would not see a setback.  This may have been the only time that an outgoing manager had any influence on choosing his successor.

This new plant brought to light several key principles on how a company can adopt quality improvement as one of its key strategies. One key principle was to view the company not only as a structure of authority but also as a structure of interdependent processes.  Even though the company business was based largely on processes in the plant, very few managers could relate to the processes involved at their level.  In this new, remotely located plant, employees were so tuned into the concept that processes exist at all levels in the organization, one technician said during a worksite meeting on quality,  “managers continue to urge us to study and improve the processes for which we are responsible, and someday, we will ask you, our managers, what processes you own and manage and what are you doing to improve them. You would be wise to have an answer ready for that day”. Many off-site managers did not get the point made by the technician, but a few did and were awakened by the comment.

This new installation demonstrated that all levels of the organization can and should be involved in continuous improvement of the process to satisfy customer needs, lower costs, and make work easier for everyone.  The role of management here is to lead the way for improvement work at all levels. 

 

This concept raised the question of the leadership for improvement at levels above that of the plant management.  The routine relationship between the plants and management levels above the plant was concentrated on reporting the operational problems of the process, including safety events.  During this time, the erratic operation of the process was deemed to be the result of incapable employees and their immediate supervision.  The net result of this relationship was frustration at the lack of expectation of a plan for correcting the systematic problems of the operations.  It appeared that the communication of plant performance to headquarters management was to assure that no manager was guilty of not knowing the performance of the plant, rather than not knowing how to improve the plant.  Still no case for action.

 

Leadership on quality at the top dropped dramatically with the next shift in assignments and the special quality development team structure was shifted with a change in personnel.

The quality development group which was formed to report to the management committee now reported to the executive vice president for a period of several years. As part of organizational changes, the development group was moved to report to one of the product vice presidents, and then, because none of the product vice presidents knew how to direct and lead what seemed to them like a controversial company-wide effort to improve manufacturing processes, the group was reassigned to the Human Resources Department where innocuity was assured.

 

Eventually and slowly, brick by brick, the dismantling of the quality thrust had begun.  The buildup of the philosophy of quality and continuous improvement to its modest extent after more than twenty-five years took less than one year to effectively dismantle the progress back to a state that existed many years earlier. The effort to add quality and continuous improvement to the strategy of the whole company ended when the development group was assigned projects unrelated to quality and continuous improvement. 

 

The decrease in attention to adding quality improvement as one of the business strategies now took on the characteristics of “just another program” in the eyes of the organization.

 

From the reporting of operations problems and the apparent lack of interest in process improvement to correct those problems, the next question focused on measurement.  The hypothetical question was asked, “what key measures of process performance were reported statistically to top management on a real-time basis?’ There were none. That’s because the measurement system at the working level consisted of events whereas the measurement system at the top level of the organization involved key parameters including money.  There was never a connection between the two systems of measurement, and we considered this to be a fault.

Another hypothetical question: What might the interest in quality and process improvement be if the top level of management had a real-time meter of the cost of poor quality in the operations? The emphasis on improved process stability would jump overnight, it was concluded.

 

The logic drove the thought processes right back to fundamentals.  If management wants to see improvement, measure the condition—but measure it at its source in terms of what matters---and that is the company’s key parameters including money.  Goals translation failed because it was translated down the organization and arrived on the workforce floor in terms that meant little to them. Performance measurement translated up to top management in the language of money would be a success. Measurement of the condition is critical because the leadership response to the need for process improvement is driven by the incentive to improve and without measurement the level of needed improvement is unknown.

 

Parallel thinking applied here: what might have been the interest in measurement if this dilemma of lack of measurement of performance was documented and leaked to the local newspaper? Just like twenty years before, the story might make it to the Corporate Offices.

 

Here’s what we learned from recalling the 25 years of effort, all condensed into a few items which describe the important and necessary conditions within an organization for it to function with quality as one of its organizational strategies---none can be ignored at the risk of others. But be aware, that the following are the necessary conditions for success but getting there still depends on management’s willingness and ability to provide the leadership.

Dr. Deming’s point about top management involvement was beginning to make sense.

Looking back over 25 years of effort in the field of quality and continuous improvement the structure and the capability of the organization were overlooked as contributing factors to the inefficacy to tackle process improvement projects.  Perhaps this is a common fault in that not much is known about the subtle effects of organizational structure on productivity.    Halfway through this journey of 25 years, the organization was restructured adopting a matrix design where the lead was given to product lines.  When this shift occurred, a major effect occurred: near minimization of process technology in the matrix structure coupled with a drift to avoid looking outside our industry for innovative solutions to process problems.  With this structural change, the new matrix management lacked process knowledge and interest, and the technology resources were lost.  The core process part of the organization was left in a stranded condition.

This distillation of the events would suggest the following conditions necessary for an organization to operate with one of the strategies being quality improvement.

 

·         All members of the organization must understand the operational definitions of a few keywords used in quality improvement.  New jargon should be minimized but some words must be defined---one such word is QUALITY.

·         Everyone in the organization must view their work as a component of an identified process. Thus,  the structure of the organization can be seen by all as a dynamic system of processes with defined controls and leadership, all of which are directed at achieving customer satisfaction and resulting in an improvement in productivity and pride in workmanship.

·         New processes introduced to the organization must be defined in their technical terms; input and output definitions and measurement methods, controls necessary, and services needed.  Process and design engineers must deliver a turnkey operation to the operations organization. Business specialists and staff groups must follow the same rigor in instituting new business processes.

 

·         The performance of processes must be measured. The units of measurement must be tailored to the part of the organization—such as process variance at the working level, and financial at the upper level. Without accurate measurement, there can be no organized effort to make improvements.  Measurement systems must be capable in and of themselves and have meaning at every level in the organization. Process performance measures must be able to be converted into relevant terms at any level in the organization thus assuring one language of measurement. The Information Technology function now has a more distinct role in process improvement, beyond that of mere automation.

 

·         Managers perofrming as leaders must formulate plans for improvement, develop projects for improvement and dedicate resources to improving process performance to achieve stable processes. In a large organization, this will require a shared process improvement function because of the many common processes.  Continuous improvement successes must be applied across the organization.

 

·         All members of the organization must know how to use the relevant tools and methodology for improving processes because their leader will expect them to participate in improving their process. The use of the tools of improvement includes the concept of testing a change before full implementation because not every proposed change will result in an improvement.  Everyone must be alert to the pitfalls of changes that could contribute to lowering performance.

 

·         There must be a constancy of purpose set by leaders at every level.  Assignments at every level must be consistent with the philosophy of constancy of purpose.  Leaders must be confident and able to demonstrate that constancy of purpose directed at the quality of output assures not only customer satisfaction but pride in workmanship both of which make other management programs unnecessary and avoids some which may be destructive. Especially think about safety, environmental control, and employee morale, all of which fall under the umbrella of quality and continuous improvement.

 

·         The organization must be capable of celebrating its successes and learning from its failures. This means that the whole organization can celebrate a success that occurred in another part of the organization because everyone sees value in system improvement no matter where it occurs.  Failures in one part of the organization must play a role in avoiding repetition in another part of the organization.

 

·         The structure of the organization must not, in its zeal to focus on the customer, neglect the focus on processes, for it is the effective process that best serves the customer.  Furthermore, the organization must not be complex and should not have more layers than necessary to manage the processes. The span of control can be increased with a better focus on the process and the customer.  Excessive layers in the organization lead to bureaucracy and add distance between leaders and workers.

 

If all this seems profound, why did we fail to develop the leadership in management to adopt quality and continuous improvement as one of the strategies of the company?

The simple answer may lie in the conversation with an associate recently.  We raised the question of why many governmental and industrial organizations appear to approach improvement haphazardly.   The answer from Ken was quick and to the point:  “It’s all about measurement; we engineers measure everything and measurement is a key component of the scientific method for making improvements.  This method drives action.”

We now conclude that we failed to develop and adopt a measurement system to reveal the cost of poor quality and make that measurement the driving force for leadership in process improvement.   We came close at one time about halfway through the journey, by developing manager’s quality stations where results were on display, but the measures were not relevant.  We chose the few measures that were acceptable because our quality stations were visible to visitors.  The cost of poor quality could not be on public display.

Alternatively, providing an internal weekly report to top management showing the costs of poor quality for the last week would have been effective.

 

The chapter on the history of a valiant effort on quality was opened and closed for the last time.



[1] Anything that can go wrong will eventually go wrong, an adage dating back to 1866 turned out to be the case here.

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