Category Management & Procurement

Enterprise alignment for a CEO-sponsored Lean transformation

Client situation

A global diversified enterprise launched a CEO-sponsored Lean transformation for its top 1,000 leaders. Leadership-development spend and vendor contracts were fragmented across business units, requiring a single enterprise approach to providers, commercial terms, risk protections, and delivery standards.

Our mandate

  • Run an enterprise RFP and secure endorsement from category leadership, the CLO council and senior lean and operations executives at the business.

  • Co-define selection criteria with SMEs, including the PMO leader for the lean transformation; host vendor workshops; apply transparent scorecards.

  • Negotiate standard MSAs/SOWs and rate cards; set coach qualifications aligned to Lean methods; strengthen IP and data-protection clauses.

  • Build controls into delivery: first-invoice checks, regulated onboarding requirements, safeguards against scope creep, and purchase-order discipline.

  • Maintain executive readouts to sustain alignment and trust.

Impact

  • Unified, enterprise-approved provider panel and a consistent commercial/risk framework.

  • Two-year, cohort-based program launched at scale under CEO visibility with clearer quality standards.

  • Stronger IP/data protection and embedded controls reduced off-process spend while preserving delivery speed.

Enterprise kaizen to harmonize sourcing workflows

Client situation

A global enterprise faced fragmented sourcing practices after portfolio changes. Regions used inconsistent workflows, after-the-fact POs bypassed risk controls, and Legal became a bottleneck (SMEs covering ~$3Bn/yr). The business needed one operating model that reduced exceptions, enforced risk gates, and improved cycle predictability.

Our mandate

  • Co-lead an enterprise kaizen with Corporate Sourcing to define standard work, decision rights, and embedded risk gates (Third-Party Risk Management, privacy, security).

  • Update Delegations of Authority/Purchase Order Authority (DOA/POA) and hard-wire the model into systems.

  • Convene global leaders for value-stream mapping and swim-lane design; quantify fixes using spend, PO, AP queue, and intake cycle-time analytics.

  • Run a negotiation workshop; with Legal, train teams on standard MSA/SaaS/SOW templates and fallback matrices to curb vendor-template creep and reduce exceptions.

  • Partner with system owners to enforce workflows with TPRM sign-offs and reinforce no-PO/no-pay to close loopholes; maintain executive readouts to sustain alignment.

Impact

  • One controls-driven global process that reduced after-the-fact POs and tightened compliance across regions.

  • Shorter Legal cycle times via fewer exceptions and clearer standard terms.

  • Improved cycle predictability with defined ownership at each gate and dashboards tied to actual workflow data.

  • Stronger commercial discipline: teams upskilled to push back on non-standard terms without elevating risk.

Manufacturing Kaizen

Mixed-model refurbishment flow for surgical imaging

Client situation

A global medtech manufacturer’s refurbishment line for surgical X-ray systems had a complex teardown–upgrade–reassembly flow. Data quality was uneven, mid-stream order changes created false starts, and leaders lacked a clear view of yields, setup time, rework, and queues. The project sponsor was concerned the data would misrepresent team performance.

Our mandate

  • Run a rapid, remote prep followed by a one-week kaizen to map a mixed-model value stream and the surrounding value network.

  • Filter analysis to the 80% of flow controlled by operations (not sales/scheduling), validate time studies, and focus priorities with simple, transparent matrices.

  • Rebalance work (leveled production), create a cross-training matrix, and sequence operations for better flow.

  • Improve point-of-use readiness: moonshine kit carts, visual organization, and pre-built subassemblies to reduce motion and wait.

  • Establish safety and ergonomics improvements and translate new practices into standard work.

Impact

  • 42% cycle-time reduction at the bottleneck operation.

  • 54% improvement in ergonomics score and 5 targeted safety fixes.

  • Clearer rules for what data to use and when—reducing noise from speculative builds and improving predictability.

  • A reusable mixed-model mapping and prioritization framework that links sub-process metrics to leadership KPIs for ongoing improvement.

Flow improvement and capacity unlock

Client situation

An aerospace components manufacturer needed to introduce a new shot-peening process requiring fast alignment across engineering, inspection, operations, design, and materials science. Existing maps and prioritization lacked the granularity to guide decisions; focusing instead on “latest pain” items. The bottleneck asset faced rising demand and a potential multi-million-dollar capital request.

Our mandate

  • Arrive ahead of the kaizen to rebuild granular value-stream visuals and practical prioritization aids.

  • Facilitate a cross-functional kaizen to validate data, design parallel processing paths, and set acceptance/training standards.

  • Apply rapid changeover techniques (SMED principles) to keep the bottleneck running, and sequence upstream/downstream steps to protect flow.

  • Anchor decisions in facts (time, yield, rework, queues) and align improvements with safety/quality requirements.

Impact

  • 15% additional capacity released on the bottleneck asset through parallel paths and better sequencing.

  • Faster cross-functional acceptance and training on the new process, with standard work embedded.

  • Deferred high-risk, long-lead capital—by demonstrating that disciplined flow and changeover reduction could meet near-term demand.

  • A lightweight analytics framework tying sub-process measures to strategy KPIs, enabling data-driven prioritization going forward.