Carnegie Mellon University

Lean Six Sigma

Aligned with Carnegie Mellon’s strategic focus of improving processes and efficiencies, the Lean Six Sigma program is a hands-on way to learn how Lean Six Sigma principles can help you achieve continual process improvement.

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About the Program

The Lean Six Sigma program at CMU provides two types of participation opportunity:

  • Individual participants can take advantage of the opportunity for professional development and growth.
  • Campus partners can propose a team project. Through these projects, program participants gather hands-on experience, and project sponsors get the opportunity to have cross-functional teams explore potential improvement or cost savings for their process or service.

Program Goals

  • Implement a continual process improvement program using the principles of Lean Six Sigma
  • Align the program with Carnegie Mellon’s strategic focus of improving processes and efficiencies
  • Provide a practical experience for participants to apply the principles learned in the classroom to a team-based project under the guidance of a subject matter expert/consultant
  • Provide participants with support to pursue the Lean Six Sigma Green Belt certification at the end of the program

Program Outcomes

  • Contribute to establishing a culture of process improvement 
  • Provide university employees from various departments and divisions with the skills and tools essential to solving problems at various levels 
  • Reduce costs, raise productivity and enhance overall customer satisfaction
  • Standardize the tools and techniques used to improve processes

Nomination Requirements

The nomination period is open through mid-April of each year, with 30 spots available to motivated staff who meet the following requirements:

  • Some understanding of statistics
  • Inclination toward analytics (nice but not necessary)
  • Interest in Lean Six Sigma and process improvement
  • Initiative; not easily swayed from doing the work
  • Displays "stick-to-it-ive-ness"
  • Support from manager to dedicate time for training and working the project
  • Works well with others; ability to influence
  • Can draw insights from everyone on the project team
  • Mix of individual contributors, managers, technical and non-technical
  • Can synthesize customer expectations into measurable outcomes
  • Wants to grow and learn with a team of colleagues beyond department

Timeline

  • March: Socialize the program with leadership and stakeholder groups
  • April: Solicit and program participants and potential projects/sponsors; share participant and project lists with university leadership
  • May: Confirm participants; finalize projects/sponsors and match participants to projects; distribute pre-program communications and training materials
  • June–July: Participants attend first three in-person training sessions and meet with consultant for one hour after each session
  • August–November: Project teams meet for work and research; monthly team touchpoints with consultant; individual touchpoints as needed
  • November–December: Teams present their project findings (in person, hybrid or virtual, depending on circumstances)

Project Criteria

Characteristics of "Good" Projects

Characteristics of "Bad" Projects

Type of Problem:

  • Repeating process
  • Data available and reliable
  • Defined defect
  • Appropriate scope

Organizational Support:

  • Project aligns with organizational key performance indicators (KPIs)
  • Sufficient access to the project sponsor and related subject matter experts
  • Strong interest in seeing a solution (i.e., leadership support for team and for identifying a solution)
  • No pre-planned solutions
  • Customer is defined and accessible
  • Project team has ability to influence / impact the implemented solution

Lack of project team support:

  • No leadership buy-in
  • Limited access to subject matter experts

Data Issues:

  • Dependence on confidential or hard to source data
  • Limited data available or data is unreliable

Project Issues:

  • Large scope
  • Project used to justify an existing, pre-established solution
  • No control over process of interest

Finding a Project

  1. Start with high level organizational goal.
  2. Determine how to measure progress toward that goal.
  3. Baseline that metric:
    1. Look at metric performance over time.
    2. Focus on a goal that is falling short of the desired result.
  4. Brainstorm key drivers of that metric.
  5. Determine how to measure the key drivers.
  6. Baseline the key drivers.
  7. Repeat this process until you find an appropriately scoped problem to solve.

Past Projects and Cohorts

Projects:

  • Analysis of the Accounts Receivable Process
    • Sponsors: Angela Blanton, Teresa Simpson
    • Campus Partner: Finance
  • Analysis of the Contracts Process
    • Sponsors: Tara Branstad, Julia Sobol Dzurino
    • Campus Partner: Research
  • Event Set Up/Furniture Requests
    • Sponsors: Charity Anderson, Jason Sturges
    • Campus Partner: Facilities, Infrastructure and Risk Management

Cohort:

Name Title Department Group Project
Jennifer Brodt Senior Financial Analyst Facilities, Infrastructure and Risk Management Analysis of the Contracts Process
Tiffany Fitzgerald Principal Sponsored Research Accountant, Finance Division Finance Analysis of the AR Process
Jamie Grace Business Continuity & Disaster Recovery Consultant Facilities, Infrastructure and Risk Management Event Set Up/Furniture Requests
Asraiel Harewood Director of the Office/Senior Project Manager Office of the Provost Analysis of the AR Process
Lynn Homic Senior Business Administrator CIT Research Analysis of the Contracts Process
Katie Kinnamon Project Administrator Office of the Provost Event Set Up/Furniture Requests
Ena Miceli Director of Graduate Admissions Mellon College of Science Event Set Up/Furniture Requests
Elizabeth Paez Accountant for FMCS Business Operations FIRM Event Set Up/Furniture Requests
Autumn Riddle Executive Assistant CIT Dean’s Office Analysis of the AR Process
Jon Samuels Assistant Registrar for Records Enrollment Services Analysis of the AR Process
Aleksandra Yudelson OVPR - Research Operations Analysis of the Contracts Process

Projects:

  • PO Transmittals
    • Sponsor: Tim Butala
    • Campus Partner: Finance
  • Credit Card Processing Fees
    • Sponsors: Liz Kaciubij, Monique Polas
    • Campus Partner: Finance
  • Postal Services Package Management
    • Sponsor: Ray Perrett
    • Campus Partner: Facilities, Infrastructure and Risk Management
  • Facilities Operations Special Orders
    • Sponsor: Charity Anderson
    • Campus Partner: Facilities, Infrastructure and Risk Management

Cohort:

Name Title Department Group Project
Mindy Peskie Financial Analyst Facilities, Infrastructure and Risk Management Postal Services Package Management
David Schreib Business Systems Architecture Engineer Computing Services Postal Services Package Management
Justin Braden Financial Systems Analyst Computing Services PO Transmittals
Blair Dunckel Director of Library Operations - University Libraries University Libraries Facilities Operations Special Orders
Sarah College Special Projects Manager Office of the Provost Facilities Operations Special Orders
Nicholas Camerlengo Assistant Director of Facilities for Dining Services - Student Affairs Student Affairs Facilities Operations Special Orders
Jake Swanson Technology Store Manager of University Stores Facilities, Infrastructure and Risk Management Facilities Operations Special Orders
TJ Emanuel FMS Supervisor/Zone Manager Facilities, Infrastructure and Risk Management PO Transmittals
Tara Trappani Senior Academic Advisor and Program Manager Tepper School of Business Facilities Operations Special Orders
Oscar Radoli Senior Innovation Consultant Computing Services Credit Card Fee Processing
Jennifer Bett Senior Business Continuity Program Specialist Facilities, Infrastructure and Risk Management Postal Services Package Management
Lori Geraci Assistant Director of Academic Services Heinz Credit Card Fee Processing
Katie Gordon Tax Accounting Associate Finance PO Transmittals
Hannah Gloeckl Team Lead, Payroll Accounting Finance Credit Card Fee Processing
Chris Garcia Staff Accountant, Controller's Office Finance Credit Card Fee Processing
Matt Duffey Sponsored Research Accountant Finance Postal Services Package Management
Jesse Posset Procurement Specialist Finance PO Transmittals

Projects:

  • Integrate Workday Direct Deposit Information with Oracle for Expense Reports
    • Sponsor: Angela Blanton
    • Campus Partner: Finance
  • Student Worker I-9 Compliance
    • Sponsors: Chrissy Lacher, Barb Baker
    • Campus Partner: Office of Human Resources
  • University Advancement Onboarding Process
    • Sponsor: Jill Berger
    • Campus Partner: University Advancement

Cohort:

Name Title Department Group Project
Maria Alexandrov Senior Business Analyst Business Applications Development and Support Integrate Workday Direct Deposit Information with Oracle for Expense Reports
Missy Carrozza Human Resources Business Partner I HR Operations Integrate Workday Direct Deposit Information with Oracle for Expense Reports
Daniel Corletti Director, Human Resources HR Operations University Advancement Onboarding Process
Evan Cvejkus Senior Cash Accountant International Finance Integrate Workday Direct Deposit Information with Oracle for Expense Reports
Brandon Davis Senior Sponsored Research Accountant Sponsored Project Accounting Student Worker I9 Compliance
Emily Dennis Director, Learning and Performance VP-University Advancement (University Advancement) University Advancement Onboarding Process
Tony Downs Director, Advancement Protocol and Visits Advancement Events (University Advancement) University Advancement Onboarding Process
Michael Elmer Senior Financial Analyst - Finance Division University Budget and Financial Planning Integrate Workday Direct Deposit Information with Oracle for Expense Reports
Shawn Facchiano Senior Sourcing Specialist - Category Manager Procurement Services Student Worker I9 Compliance
Matthew McCabe Manager, Leaves Administration HR Benefits University Advancement Onboarding Process
Uzwala Sajja Business Systems Architecture Engineer Enterprise Applications (Computer Services) Student Worker I9 Compliance
Andrew Schilffarth Development Associate, Business Engagement Center for Business Engagement University Advancement Onboarding Process
Siobhan Sullivan Cost Analyst/Accountant Cost Analysis, Sponsored Projects, Property Accounting Integrate Workday Direct Deposit Information with Oracle for Expense Reports
Karen Van Dusen Senior Manager, Platform Development Enterprise Applications (Computer Services) Integrate Workday Direct Deposit Information with Oracle for Expense Reports
Katie Varrati Staff Accountant Financial Reporting Student Worker I9 Compliance

Projects:

  • Composting Initiatives
    • Sponsor: Lara Steiner
    • Campus Partner: Marketing and Communications
  • Computing Services Technical Considerations Report Process
    • Sponsor: Stan Waddell
    • Campus Partner: Computing Services
  • Improvements in Communication and Prioritization of Tasks Between OSP and ORIC
    • Sponsors: Julia Dzurino, Heather Bragg, Tara Branstad
    • Campus Partner: Research Administration
  • Inventor Payables
    • Sponsors: Anne Marie Bosnyak, Kathy Proch
    • Campus Partner: Finance
  • Space Planning
    • Sponsor: Sara Novelly
    • Campus Partner: Marketing and Communications

Cohort:

Name Title Department Group Project
Matt Blazevich Principal IT Solutions Consultant Planning & Project Management Office (Computer Services) Composting Initiatives
Amber Becker Senior Digital Project Manager VP - Marketing & Communications Improvements in Communication and Prioritization of Tasks Between OSP and ORIC
Christine Bedillion Senior Manager, Business Development and Licensing Ctr for Tech Transfer & Enterprise Creation Computing Services Technical Considerations Report Process
Brian Bodine Associate Vice President for Research & Academic Admin Award Administrator Computing Services Technical Considerations Report Process
Carrie Chisholm Senior Associate Director, Photo & Video VP - Marketing & Communications Computing Services Technical Considerations Report Process
Connie Deighan Eaton Director, Technical Program Management Client Services (Computer Services) Improvements in Communication and Prioritization of Tasks Between OSP and ORIC
Claire Grabowski Help Desk Coordinator Research Systems and Operations Computing Services Technical Considerations Report Process
Mike Grimm Sr. International Operations Specialist International Finance (Finance) Composting Initiatives
Lloyd Hedlund Financial Analyst University Budget and Financial Planning (Finance) Computing Services Technical Considerations Report Process
Brian James Senior Director, Creative VP - Marketing & Communications Composting Initiatives
Jake Kaczka Manager, Accounting - Financial Reporting Division of Finance Inventor Payables
Michael Karabinos Systems Analyst Research Systems and Operations Inventor Payables
Chrissy Lacher Manager, HR Solutions Consulting HRT Operations Improvements in Communication and Prioritization of Tasks Between OSP and ORIC
Ron Langer Associate Director, Communication Services VoIP Services (Computer Services) Space Planning
Alfredo Lozano Senior IT Systems Analyst Student Affairs IT Composting Initiatives
Trey Marshall Assistant Director, Enterprise Applications Management Enterprise Applications (Computer Services) Inventor Payables
Matt Miller Solutions Consultant Planning & Project Management Office (Computer Services) Computing Services Technical Considerations Report Process
Roman Mitz Associate Director, Infrastructural Services Infrastructure Services (Computer Services) Space Planning
Sara Novelly Business Manager Marketing & Communications Space Planning
Cathy O'Domes Research Compliance Analyst Office of Research Integrity and Compliance Inventor Payables
Judith Pearson Senior Project Manager Communications Design and Photography Group Improvements in Communication and Prioritization of Tasks Between OSP and ORIC
David Quinn Assistant Vice President, Strategic Research Initiatives Office of the Vice President for Research Improvements in Communication and Prioritization of Tasks Between OSP and ORIC
Michael Romac Senior Contract Officer Office of the Vice President for Research Space Planning
Kelley Shell Health Promotion Program Director University Health Services Composting Initiatives
Autumn Slobe Principal Sponsored Projects Accountant Division of Finance Inventor Payables
Bill Stewart Senior Cost Accountant Cost Analysis (Finance) Inventor Payables
Bob Wooldridge Associate Vice Provost for Technology Transfer and Enterprise Creation Ctr for Tech Transfer & Enterprise Creation Space Planning

Projects:

  • Accounts Payable Redistribution
    • Sponsors: Carrie Nelson, Kathy Proch, Chrissy Moffatt, Rita Ciccariello
    • Campus Partner: Finance
  • Air Filters
    • Sponsor: Steve Guenther
    • Campus Partner: Facilities Management and Campus Services
  • Exit Interviews / Staff Onboarding
    • Sponsor: Gloria Gruber
    • Campus Partner: Office of Human Resources
  • Service Now - Customer Response
    • Sponsors: Melanie Lucht, Shailendra Singh
    • Campus Partner: Environmental Health and Safety
  • Skilled Trades
    • Sponsor: Steve Guenther
    • Campus Partner: Facilities Management and Campus Services
  • Supplier Redundancy (Office Paper)
    • Sponsors: Jarrod McAdoo, Steve Guenther, Kathy Proch, Jamie Malta, Teri Nagel
    • Campus Partner: University Procurement
  • Unidentified ACH Receipts (Old - International Finance)
    • Sponsors: Judy Cvejkus, Tammy Chapman
    • Campus Partner: Finance

Cohort:

Name  Title Department Group Project
Maureen Blaire Director, Financial Analysis/Reporting Financial Reporting Service Now-Customer Response
Kim Boland Tax Accountant Finance Division Service Now-Customer Response
Alison Campbell Senior Manager, Business Innovation Business Innovation Office (Computer Services) Air Filters
Christa Cardone Senior Writer Office of the Provost Air Filters
Roy Farkas Director of Business Services for Facilities Management and Campus Service FMS General Business Operations Supplier Redundancy (Office Paper)
Steve Guenther University Engineer and Assistant Vice President of Facilities Management and Campus Services FMS Operations Skilled Trades
Karen Hignett Manager, Finance Data and Analytics University Budget and Financial Planning Exit Interviews / Staff Onboarding
Alex Homyak CDFD Contracts and Procurement Manager Campus Design and Facility Development Supplier Redundancy (Office Paper)
Rodger Lees Financial Operations Manager AVP - Finance Accounts Payable Redistribution
Jamie Malta Innovation Consultant Business Innovation Office (Computer Services) Air Filters
Frank Marcopolos Director, Risk Operations Enterprise Risk Management (ERM) Services Service Now-Customer Response
AK Molteni Business & Service Management Analyst Enterprise Applications (Computer Services) Accounts Payable Redistribution
Joe Napierkowski Director of Financial Services Financial Services Group (Computer Services) Supplier Redundancy (Office Paper)
Megan Nicely Senior International Finance Accountant International Finance Unidentified ACH Receipts (old - International Finance)
Katie Price Manager, International Finance International Finance Air Filters
Carol Rigdon Platform Applications Project Manager Enterprise Applications (Computer Services) Unidentified ACH Receipts (old - International Finance)
LaDawn Robinson Manager, Equal Opportunity Services HR Equal Opportunity Services Skilled Trades
Greg Shughart HCM Support Manager HR Operations Unidentified ACH Receipts (old - International Finance)
Teresa Simpson Assistant Director, Sponsored Projects Accounting Revenue/AR Sponsored Project Accounting - SPA Accounts Payable Redistribution
Claire Slack Human Resources Business Partner II HR Operations Exit Interviews / Staff Onboarding
Jeremy Smith FMCS IT Director FMS Operation Skilled Trades