New Investments Flow – Analysis and Approvals for Innovation 

 Challenge 

 In this case , challenge is the opportunity to improve the flow analysis for new investments , to achieve faster introductions of technologies , improve efficiency and cost reductions . Currently , the steps related of analysis and staff approval requires a lot of time , being a bottleneck in the whole process – causing employee stress , project schedule delays and benefits postponed . 

 Currently , the process takes between 5 to 8 months – analysis and decision - making . In this period , many conditions could change and benefits are lost . It represents 50 to 60 % of total flow , even considered these investments development and installation . 

 Selection 

 Tool selected was Visualization , to show for all stakeholders what is the current analysis flow and the main relationship between steps . How important is the tasks , what is the earned value in each step and how we can reduce the flow and optimize the staff jobs – improving communication , avoiding reworks , losses and stress . In fact , is not clear for the team members how much time it takes and if all steps are really needed , because the flow was designed a long time ago . 

 The main goal using this tool is to develop a unique understanding of the flow and find the opportunities to improve efficiency , achieving a sense of agreement . 

 Application 

 First step of the process was to create a diagram flow with icons and geometric forms , connecting them with lines and arrows . To develop the diagram , I started from one important investment known by the all members of the team , making an easy example to catch evidences and inputs from involved persons in the process . It was performed individual interviews to catch all relevant information for each step of the process . 

 The next step of application , will be put together the team members related , as input ( 1st ) , step ( 2nd ) and output / next step ( 3rd ) . This diagram will provide a common understanding of the flow and allow the team to analyze what is the wastes and opportunities in their jobs . 

 Insight 

 Until now , I understand how important is to set a tool to conduct the analysis and how much the team and myself had learned so far . We have made a common sense of the problem for all of us , and just with an individual analysis with each member of the team , we identify an opportunity of 30 % reduction in the current lead time of the process flow – just through improving own wastes , in steps of our jobs . Will be easier to evaluate the wastes and opportunities when the team known the relationship between each step and who is the person directly involved , because of that I believe visualization was the right tool selected . 

 Approach 

 In continuous this initiative , as suggested from team members , we will use one additional tool – learning launch . After completed the visualization tool step – identifying wastes and opportunities – will be set another process flow and submitted for a practice test , with all ideas generated so far for validation . 

 Next time I will use visualization tool through a workshop to allow that information spread for the team directly in first contact with the main problem . 


EMAIL: 
ID_NUM: 
NAME_STUDENT: 
PHONE_NUM: 
STREET_ADDRESS: 
URL_PERSONAL: 
USERNAME: 

### Task: You are a PII (Personal Identity Information) Detection. Given a essays written by students, you have to identify ONLY the following:
NAME_STUDENT - The full or partial name of a student that is not necessarily the author of the essay. This excludes instructors, authors, and other person names.
EMAIL - A student’s email address.
USERNAME - A student's username on any platform.
ID_NUM - A number or sequence of characters that could be used to identify a student, such as a student ID or a social security number.
PHONE_NUM - A phone number associated with a student.
URL_PERSONAL - A URL that might be used to identify a student.
STREET_ADDRESS - A full or partial street address that is associated with the student, such as their home address.
### Input: New Investments Flow – Analysis and Approvals for Innovation 

 Challenge 

 In this case , challenge is the opportunity to improve the flow analysis for new investments , to achieve faster introductions of technologies , improve efficiency and cost reductions . Currently , the steps related of analysis and staff approval requires a lot of time , being a bottleneck in the whole process – causing employee stress , project schedule delays and benefits postponed . 

 Currently , the process takes between 5 to 8 months – analysis and decision - making . In this period , many conditions could change and benefits are lost . It represents 50 to 60 % of total flow , even considered these investments development and installation . 

 Selection 

 Tool selected was Visualization , to show for all stakeholders what is the current analysis flow and the main relationship between steps . How important is the tasks , what is the earned value in each step and how we can reduce the flow and optimize the staff jobs – improving communication , avoiding reworks , losses and stress . In fact , is not clear for the team members how much time it takes and if all steps are really needed , because the flow was designed a long time ago . 

 The main goal using this tool is to develop a unique understanding of the flow and find the opportunities to improve efficiency , achieving a sense of agreement . 

 Application 

 First step of the process was to create a diagram flow with icons and geometric forms , connecting them with lines and arrows . To develop the diagram , I started from one important investment known by the all members of the team , making an easy example to catch evidences and inputs from involved persons in the process . It was performed individual interviews to catch all relevant information for each step of the process . 

 The next step of application , will be put together the team members related , as input ( 1st ) , step ( 2nd ) and output / next step ( 3rd ) . This diagram will provide a common understanding of the flow and allow the team to analyze what is the wastes and opportunities in their jobs . 

 Insight 

 Until now , I understand how important is to set a tool to conduct the analysis and how much the team and myself had learned so far . We have made a common sense of the problem for all of us , and just with an individual analysis with each member of the team , we identify an opportunity of 30 % reduction in the current lead time of the process flow – just through improving own wastes , in steps of our jobs . Will be easier to evaluate the wastes and opportunities when the team known the relationship between each step and who is the person directly involved , because of that I believe visualization was the right tool selected . 

 Approach 

 In continuous this initiative , as suggested from team members , we will use one additional tool – learning launch . After completed the visualization tool step – identifying wastes and opportunities – will be set another process flow and submitted for a practice test , with all ideas generated so far for validation . 

 Next time I will use visualization tool through a workshop to allow that information spread for the team directly in first contact with the main problem .
### Output: 