2002 oct 2002 integrated sy
TRANSCRIPT
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REV # 091302-BSI
Introduction to Integrated
Management Systems
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Contents :
Section ne
Introductions
!er!ie" o Business Systems
$rocess Ma%%ing Systems integration
&'ecti!es and (argets
)na*y+ing Ris,
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Course &'ecti!es :
$ro!ide understanding o integrated
systems
Business systems and teir a%%*ication
System Interre*ationsi%s Bac,ground to assist %artici%ants in
&ui*ding integrated systems
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Introductions
(urn to te %erson ne.t to you and
inter!ie" tat %erson or te o**o"ing:
1/ame
2/ Com%any tey "or, or
3/ Current com%any registration to
/ y are tey on tis course
4/ at are te o&'ecti!es tey "is to acie!e
&y ta,ing tis course
5/ $re%are to introduce tis %erson to te grou%
6/ 4 minutes ma.
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Course ut*ine
1/ Course %resentation is troug *ecture and
"or,so%s
2/ $artici%ation is ,ey to *earning7 8uestions are
encouraged
3/ ours are :30 a/m/ to :30 %/m
/ (ere are t"o 14 minute coee &rea,s and a
one our *unc
4/ (imes or eac modu*e can &e ad'usted toma.imi+e *earning
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Business Systems !er!ie"
Business management systems are
esta&*ised and im%*emented to aci*itate
contro* and consistency
Consist o mu*ti%*e unctions;disci%*ines
Metods o im%*ementation !ary
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Business Systems !er!ie"
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Im%acts o Systems
Systems are im%*emented to manage:
$roduction = >ua*ity
ea*t7 Saety = $ersonne*
?inance En!ironment
Inormation
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Im%acts o Systems
Systems contro* &usiness unctions and%rocesses
(ey are %er!asi!e trougout anorgani+ation
Internationa* standards are mode*s orsystem design
Standards -@
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Business management systems a!ese!era* im%acts7 or e.am%*e:
$ositi!es egati!es
Stream*ine BureaucracyIdentiy %ro&*ems Create %ro&*emsEsta&*is contro*s Remo!e entre%reneursi%
Esta&*is accounta&i*ity Ma'or cost area
Im%acts o Systems
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or,so% ne
Esta&*ising Im%acts or,ing in assigned grou%s7 re!ie" te
&usiness scenario in your grou% and
identiy 8ua*ity and en!ironmenta* im%acts
(ime: 4 minutes "it 14 minute
%resentation and eed&ac,
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at is a &usiness system
) &usiness system can &e &ased u%on a
recogni+ed internationa* standard/
E.am%*es o tese standards are: IS 9001
(S 1599
IS 1001
S)S 1001
Standards
IS 9001:2000
IS 1001:1995
IS 1001:1999
IS;(S 1599:2002
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?ocus o Management Systems
$ur%ose is to assist in deining &usiness
%rocesses
$ro!ide rame"or, or %erormance
enancement
Esta&*is accounta&i*ity
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System uestions to consider:
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System
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(y%ica* System ua*ity $o*icy Manua*
$rocedures
Go& or or, instructions
E.terna*
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$rocess ?*o"
) metod o deining te &usiness *o" oacti!ities "itin an organi+ation
)*so ,no"n as mind ma%%ing7 *o" cartingetc/
Can a*so &e used as a %rocedure
Hra%ic re%resentation o *o" o &usinessgenera**y7 or &e detai*ed rigt do"n to tere%resentation o a s%eciic acti!ity
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$rocess ?*o"
1 1a
2
4
No
3Yes
Work Registry
receives MAF from
customer
AJA Clerk
receives CF232 from
customer
!M
revie"s for correct
assig#me#t $ s%ecificatio#sre&uire'
Work (ackage com%lete $
accurate )
(*+
assem,les Jo, (ackage
-
!M
revie"s Work (ackageNo
Yes
.%ecificatio#s re&uire' )
(roce'ure ///
+#gi#eeri#g
(roce'ure ///
+stimati#g
-02
Jo, ssue
?*o"carting is te
essentia* irst
ste%A
E.amine te ty%ica*
"or,*o" Cart it using
standard sym&o*s
Veriy te *o"
Identiy te critica*
contro* %oints
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Fin,ing $rocess ?*o"carts to
$roceduresMETHODSTEPS
1 42 63 5
OPERATING PROCEDURE
2
3
1
METHOD
STEP KEYPOINTSRESOURCES > $I0(S
23e flo"c3art is
li#ke' to t3e .4(
to5
Indicate te actionsta,en at eac ste%/
Identiy te resources
and %eo%*e in!o*!ed/
C*ear*y identiy te
critica* contro*%ointsA
Q Quality
S Safety
E Environmental
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$rocess ?*o"
en *o" carting %rocesses7 consider te
igest *e!e* ste%s irst7 ten &rea, do"n tose
ste%s into su&-%rocesses as re8uired/ ?or
e.am%*e:
Customer
Re&uireme#ts Fill or'er
Commu#icate
re&urieme#ts
to %erso##el
(erform
%rocess(rese#t to
customer
Eac &o. de%icted in te a&o!e *o"cart can&e urter &ro,en do"n into su&-%rocesses/ I
necessary7 %rocedures or "or, instructions or
eac %rocess ste% can &e created to urter
e.%*ain o" to %erorm tat ste%/
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$rocess ?*o"
nce a mode*J o te &usiness *o" as
&een constructed7 use tis mode* to deine
te &a*ance o te documented system
It is a useu* too* to identiy "ea,nesses or
redundancies "itin %rocesses
ee% *o"carts current
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or,so% ("o
$rocess Ma%%ing In your res%ecti!e grou%s7 using te
assigned scenario7 %*an out and create a
%rocess *o" cart o te descri&ed
organi+ation
(ime: 4 minutes "it additiona* 14 minutes
eed&ac,
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Integration - y Boter
Customer com%*aints "ere root cause is
inter-unctiona* mis-communication
Interna* audits tat ocus %ure*y on intra-
unctiona* issuesIncreased time and eort &eing s%ent
ser!ing interna* customers
$ersonne*7 saety7 *ega* or en!ironmenta*
re8uirements tat are not com%*ied "it
(ur "arsJ due to o!er*a% or ga%s
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Integration - )re e Ready
Maturity required includesMaturity required includes6
7 ua*ity7 ea*t = Saety7 En!ironment7Inormation Systems7 ?inance
- )&i*ity to ocus on te %rocess irst7
o"nersi% second
- )&i*ity to organi+e and accom%*is cross
unctiona* interna* audits
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Integration - )re e Ready Cont/
- Consistent rame"or, or setting and
re!ie"ing goa*s across unctions
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Business Im%acts
Consider o" management systems
-im%act &usiness:
Sa*es
Costs $roducts
Customers
$roduct or Ser!ice
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Business Im%acts
Sa*es im%acts on many unctions7 or
e.am%*e:
$rice - ?inance
ua*ity
End use saety re8uirements - = S
Customer recyc*ing re8uirements -
En!ironment Ho!ernment regu*ations
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Business Im%act;Ris, o!er*a%
Ris,s are managed troug %rocess contro*
$rocess contro* "i** in!o*!e se!era*
unctions
Standards are "ritten to manage ris, &yunctiona* disci%*ine
By deinition ten7 tere is o!er*a%
%%ortunity to o%timi+e system!er*a% e.am%*e - (raining o %ersonne*
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$rocess Im%acts
Im%acts on $roducts ; Ser!ices:
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$rocess Im%acts
StandardJ $
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$rocess Im%acts
Plan
DoChec
k
Ac
ISO9000
ContinuousIm
provement
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$rocess Im%acts
(e design %rocess aects a** ,ey
&usiness ris,s;im%acts:
En!ironment
>ua*ity ea*t = saety
Inormation
?inance
en designing a %roduct or ser!ice7 oren designing a %roduct or ser!ice7 orte manner in "ic it is to &e made7te manner in "ic it is to &e made7
is critica* to te &usiness/is critica* to te &usiness/
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$rocess Im%acts
Im%acts on $roduct Manuacture:
$rocurement o materia*s
$rocurement o 8ua*iied %ersonne*
Ensuring sae "or, %ractices or em%*oyeesand sta,eo*ders
Fie cyc*e designed into %roduct
$roduct dis%osa* at end o *ie cyc*e deined
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$rocess Im%acts
Im%acts on ser!ice %ro!ision:
en a ser!ice is &eing %erormed7 consider
te o**o"ing im%acts:
$o**ution as a resu*t o ser!ice %erormedta.iKs
ea*t and saety o ser!ice %ro!idersood;&e!erage ser!ers
o" te ser!ice is to &e deined
at training is re8uired to %erorm ser!ice
at records are re8uired
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Management System Su%%ort
a!ing an eecti!e &usiness system
means integrating su%%ort metods/
E.am%*es are:
$erormance Re!ie" Com%*aint Management
Customer satisaction;%erce%tion
)ccident;s%i**;emergency management
onconormance management Regu*atory aairs
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System Su%%ort E.am%*es Cont/
Inormation (ecno*ogy inrastructure and
access
Interna* audits Statistics
Communication
(raining and de!e*o%ment
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Management System Su%%ort
$erormance or Management re!ie"
%rocess inc*udes:
)na*ysis o &usiness %erormance
- >ua*ity- En!ironment
- $eo%*e
- ?inance
- $rocess %erormance
- E.terna* issues- )udits - Interna*L customerL tird %arty
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Management System Su%%ort
(raining co!ers areas suc as:
Com%etence o %ersonne*
Records
Re8uirements to i** a %osition Indoctrination %rocess
Cross training matri.
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Management System Su%%ort
Records
)** systems re8uire records/ e a!e records
to demonstrate conormance to s%eciied
re8uirements/ Records can consist o:
onconormance re%orts
Correcti!e actions
(raining
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Management System Su%%ort
Correcti!e )ction:
- Initiated to reso*!e an issue
- Reacti!e not %roacti!e
- Iso*ate occurrence or containJ- Identiy immediate7 mid and *ong term action
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Management System Su%%ort
$re!enti!e )ction:
- Initiated to a!oid a Correcti!e )ction
- $roacti!e to trends7 statistics and ana*ysis
- Management too* or Continua* Im%ro!ement- Ste%s are te same as or Correcti!e )ction
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Management System Su%%ort
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Management System Su%%ort
Interna* audits:
- %ro!ide management "it re%ort on ea*t osystem
- are a too* "en te um&ersJ indicate
in!estigation is necessary
- %ro!ide o%%ortunity or
cross unctiona*
understanding
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Management System Su%%ort
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or,so% ?i!e
Im%acts o system re*ated issues re!ie" te out%uts rom or,so%s ne7
(ree and ?our/
determine tose su%%ort acti!ities tat "i**
&e necessary to de*i!er
identiy te standards and e*ements tat are
a%%*ica&*e0
(ime: 30 minutes %*us 10 minutes grou%
eed&ac,
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or,so% Si.
!era** ana*ysis o re8uirements
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Measura&*e &'ecti!es = (argets
at are o&'ecti!es and targets
&'ecti!es and targets are te out%ut rom
strategic %*anning o te organi+ation
(e im%act o setting o&'ecti!es crosses a**reerence standards and a** &usiness
unctions
?
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Measura&*e &'ecti!es = (argets
at are o&'ecti!es and targets
&'ecti!es and targets are *ayered - set at
re*e!ant unctions or *e!e*s o an
organi+ation
Cor%orate &'ecti!es and (argets "i** &e
*in,ed to tose set or indi!idua*s o a**
*e!e*s
&'ecti!es and (argets are te
"ay to determine i strategy;
%o*icy is "or,ing ?
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Measura&*e &'ecti!es = (argets
(y%ica* considerations in setting &'ecti!es
and (argets:
?inancia* %erormance re8uired
Customer demands
Se*-assessment resu*ts
Bencmar,ing resu*ts
Current %roduct ; %rocess inormation
?uture %roducts
Com%etitor %rogress
Su%%ort %rocess ca%a&i*ity
Communication and de%*oyment
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or,so% 6
Esta&*ising &'ecti!es = (argets In your assigned grou%7 re!ie" te assigned
scenario and esta&*is re*e!ant o&'ecti!es
and targets
(ere is no minimum or ma.imum num&er7
set "at your grou% ee*s a%%*ies to tescenario
$re%are a %resentation o your o&'ecti!es
and targets or grou% %resentation
(ime: 30 minutes to %re%are and 14minutes grou% eed&ac,
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or,so%
Measuring &'ecti!es = (argets In your assigned grou%7 re!ie" te assigned
scenario and te o&'ecti!es and targets tat
a!e &een set
$re%are a %resentation o te
measurements you a!e esta&*ised or teo&'ecti!es and targets7and %re%are or
grou% %resentation
(ime: 30 minutes to %re%are and 14
minutes grou% eed&ac,
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$o*icy Statements
Consider ne Integrated Statement
addressing a** re8uirements
(ings to consider:
Matcing stated re8uirements in tereerence standard
Redundancies
Best it or te organi+ation
(oo many "ords7 not enoug meaning
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$o*icy Statements
$o*icy statements need to address
- &usiness concerns o te organi+ation
- te re8uirements o te reerence
standards
eeds to &e understanda&*e;re*e!ant ate!ery unction and *e!e*
$ro!ides a rame"or, to set and re!ie"
o&'ecti!es and targets
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or,so% 9
Setting %o*icy statements Re!ie" te %o*icy statement in te assigned
scenario
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System eiciencies
en *oo,ing to integrate management
systems7 one sou*d consider te
o**o"ing:
E*imination o redundancies Stream*ining o re8uirements to &e more
eicient
Mode*ing system ater &usiness
re8uirements7 not standards Reduce &ureaucracy to a minimum
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)na*y+ing Ris,
Business is ris,
Successu* &usiness is contro**ed ris, ris,s
rgani+ations and management need to &ea"are o ris,s
(ere are too*s tat can &e used to %erorman ana*ysis o ris, and measure or ran,ris,s identiied
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)na*y+ing Ris,
Some e.am%*es o genera* ris,:
a+ardous cemica* s%i**
Si%%ing nonconorming %roduct
Re*ease o %o**ution )ccidenta* in'ury
$roduct ai*ure
Im%ro%er ser!ice de*i!ery
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)na*y+ing Ris,
ere are some s%eciic e.am%*es o
identiied ris,s:
a+ardous cemica* s%i**
(an, containment ai*ure Re*ease o %o**ution
Stac, scru&&er ai*ure
)ccidenta* deat
?a**ing rom scao*ding
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)na*y+ing Ris,
ere are some s%eciic e.am%*es o
identiied ris,s:
)ccidenta* dismem&erment
$*acement o *im& into acti!e macine $roduct ai*ure
Im%ro%er manuacture or testing o %roduct
&eore re*ease to customer
Im%ro%er ser!ice de*i!ery $oor training o ood ser!er resu*ting in
customer dissatisaction
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)na*y+ing Ris,
Ris,s must &e considered in &ot norma* anda&norma* conditions
?ai*ure Mode Eect )na*ysis is a good too* to
use in te design or re!ie" o a %rocess
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or,so% 10
)na*y+ing Ris,
In your grou%7 re!ie" te ris,s generated ator,so% ne
Re!ie" te "or, rom te oter or,so%s7
in %articu*ar7 te %rocesses
$re%are a 4 minute %resentation o any ris,s
no" %ercei!ed dierent*y
Dse orms %ro!ided in your course &inder
(ime: 30 minutes to %re%are and 14
minutes grou% eed&ac,
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Measuring Ris,
(ere are a num&er o metods to measure orran, ris,s/
(e %ur%ose is to identiy te ris,7 ten ran, te
ris,/ Ran, can &e esta&*ised &y a sim%*e matri./
Im%act . Contro*s O Ran,
Create a numerica* ran,ing system rom 1 to 10
or e.am%*e/ Ran, te im%act o an identiied ris,7
te contro*s in %*ace or tat ris,/ Mu*ti%*y teim%act &y contro* to esta&*is te ran, *e!e*/
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Measuring Ris,
Ran,ing o ris,s %ermits management%rioriti+ation
igest ris, dea*t "it irst or root cause
and mitigation
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or,so% 11
Measuring Ris,
In your grou%7 re!ie" te assigned scenarioand ran, te ris,s identiied in "or,so% 10
$re%are a i!e-minute %resentation o ris,
ran,ing or grou% %resentation
Dse orms %ro!ided in your course &inder
(ime: 30 minutes to %re%are and 14
minutes grou% eed&ac,
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?eed&ac, orm
(lease com%lete t3e fee',ack form as atool to 3el% us im%rove0
23a#k you for atte#'i#g t3is course0