Category: Best Practice Presentations

Carl Dixon to Speak at the 2014 Global TapRooT® Summit

November 5th, 2013 by

We are looking forward to welcoming Carl Dixon as a keynote speaker at the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay, Texas.

Carl Stool Tornado PicCarl Dixon is a Canadian musician, singer and songwriter. More than that, he is an entertainer who has performed for audiences around the world for many years. A presence on stage, screen, radio and print (and now the internet), which he’s maintained for over three decades has created a following of people who care about the man and his music.

The career of the good-natured native of Northern Ontario includes his beginnings as lead singer/songwriter of Coney Hatch, lead singer of the Guess Who for eight years, and member of April Wine for four years. A run of album releases with all the above-named bands and his solo work, along with concert appearances around the globe, has made Carl internationally known.

Musically these days Carl either performs a solo acoustic show or tours with his Carl Dixon Band. Speaking appearances are his latest passion, a chance to share his thoughts and experiences in a direct connection to an audience.

In April 2008 Carl’s career path was disrupted by a catastrophic car accident in Australia. This left him in coma with terrible injuries and a poor prognosis from the trauma doctors. To general amazement Carl pushed himself toward recovery with a “No weakness, no fear” motto. He overcame the adversity and eventually made a full return to performance and life. This experience and the lessons gained through it form a large component of Carl’s speaking presentation.

His book Strange Way to Live is being published, an account of Carl’s experiences and impressions of his life and musical adventures to date.  The book details the path which led Carl to here and the factors which helped him overcome the accidents’ effects.

Residing in the forests and hills of Haliburton, Ontario, “Lucky Dog” Carl has a charmed life with his wife and two daughters.

And to those who enjoyed his performance at the Summit reception in Gatlinburg in 2013 — he has agreed to play an acoustic set for us again in 2014!

Learn more about the Summit:

Do Employee Health Management Programs Work?

November 1st, 2013 by

Dr. Rebecca Blessing and Ralph Blessing will be returning to the 2014 Global TapRooT® Summit to share about workplace wellness programs.

Health Management Organizations are making their way into corporate America to help manage rising health care costs. Both employers and employees are affected by these rising costs with loss of work productivity, higher insurance rates and chronic illness that is overwhelming our health care systems. In this session, they will explore the top health issues and examine if employer health management programs in the workplace are a viable option to this spiraling issue.

Rebecca.BlessingDr. Rebecca A. Blessing is a Doctor of Chiropractic. She has a Bachelor of Science degree in Nutrition, holds a Master’s of Science Degree in Health Psychology and is a Certified Neuromuscular Therapist. For 25 years she has been studying alternative and complementary healing methods. She is a strong advocate for integrating complementary and alternative medicine into main stream medicine.


Her primary focus is manual therapy, working with individuals on a physical, emotional and spiritual level to achieve their optimal health and balance. She is the owner of Integrated Health Concepts LLC and Vice President of Atlanta Wellness Institute. She is a member of the Alliance for Massage Therapy Education where she is a Professional Standards Chair that recently completed the task of creating national standards and ethics for massage therapy educators. She has been an instructor of Neuromuscular Therapy for myofascial pain dysfunction for 15 years. For the past 10 years she has been practicing with Dr. Harry Delcher, MD an endocrinologist who specializes in hormone disorders and a Dr. Bernadette Saviano who is Holistic Health Counselor.
Ralph.BlessingRalph Blessing possesses over 25 years of safety and health experience encompassing general industry, construction, training and public speaking. Ralph possesses a M.S. in Occupational Safety and Health and is an adjunct professor at both Southern Polytechnic State University in the Construction Management Program and at the College of Safety and Environmental Studies at Columbia Southern University.  In addition, he has conducted safety classes that have trained in excess of 4000 personnel.
REGISTER NOW for 2014 Global TapRooT® Summit Week, April 7 – 11, 2013, Horseshoe Bay, Texas.

Analyze and Fix Safety Culture Issues

November 1st, 2013 by

Our employees aren’t wearing proper PPE, even though we’ve told them over and over again.

hardhatSound familiar?  Wouldn’t it be nice if people wanted to follow the rules? Not because they have to but because they want to? How do you turn reluctant compliance into committed behaviors?

Come to the 2-Day PreSummit Course, Analyzing and Fixing Safety Cultures, (April 7 – 8, 2014, Horseshoe Bay, Texas) and learn how to fix safety culture issues like these at your facility.

This course includes:

  • A clear definition of safety culture.
  • An overview of various safety culture models.
  • An organizational culture survey from Human Synergistics International designed to identify your current culture.
  • Why it is good business to improve safety culture.
  • The relationship between incidents and safety culture.
  • The importance of strong safety leadership. What some organizations are doing to strengthen their safety culture.
  • What “puzzle pieces” you need to put in place to improve your safety culture.

REGISTER NOW for the Pre-Summit Course and the TapRooT® Global Summit and save $200.

BRING YOUR SPOUSE to a fabulous Horseshoe Bay Resort.

LEARN MORE about our 13 Pre-Summit Courses.

Don’t Major in the Minors: Focus on Real Problems by Learning Advanced Trending Techniques

October 31st, 2013 by

201310231542.jpgWhen we don’t trend the right things, we may not recognize when we have a large class of problems that need attention. Attend the 2-Day Pre-Summit Course, Advanced Trending Techniques, and learn to spot real trends and recognize everyday variations. You don’t need to be a math whiz to attend this course. In fact, you just need to know simple math. This course will be held during Global TapRooT® Summit week, April 7 – 11, 2014 in Horseshoe Bay, Texas.

Attendees to this course will also get a complimentary fully working edition of an advanced trending template to use with Microsoft Excel to produce the specialized trending graphs taught in the course.

Don’t major in the minors! Focus on the real problems by learning advanced trending techniques.

REGISTER for this 2-Day Pre-Summit Course and the 3-Day Summit and save $200.

LEARN MORE about our 13 Pre-Summit Courses.

Define Causal Factors with Ease – Sign up for the Advanced Causal Factors Course

October 30th, 2013 by


The 2014 Global TapRooT® Summit is on the horizon and many people don’t realize that the 3-day Summit can actually be extended two days by registering for a 2-Day Pre-Summit course. Maximize your opportunity to learn, network and boost your career. It’s even a chance for a little fun when the conference day ends since the 2-Day Pre-Summit and 3-Day Summit are both held at the Horseshoe Bay Marriott Resort (Pre-Summit is April 7-8, 2014 and the Summit is April 9-11, 2014).

13 Pre-Summit courses are on the schedule!  Today we’d like to highlight just one of them that can save you time at work and ensure you’ve covered all the bases for determining the correct causal factors so your reports get approved by management.

Advanced Causal Factors

If you’ve ever felt indecisive about determining causal factors, this course will help you make the determination with confidence.

You’ll learn:

  • alternate definitions of causal factors.
  • how to relate risk to causal factors.
  • how to cover common problems encountered when defining causal factors.
  • how to use the “should have, would have or could have” test and relate causal factors to the hierarchy of the TapRooT® process.

Additionally, many case studies will be used including some recent major events. Bring a case study of your own defining an incident, a brief discussion of what happened and the causal factors you picked.

REGISTER NOW for the Summit and Advanced Causal Factors course and save $200!

Or LEARN MORE about Pre-Summit courses.


Special 2-Day Equifactor® Equipment Troubleshooting and Root Cause Analysis Course

October 29th, 2013 by

OLYMPUS DIGITAL CAMERADo you have to be TapRooT® trained to benefit from attending the Global TapRooT® Summit? No, anyone seeking to minimize accidents, quality issues, production problems, maintenance headaches and patient safety issues will benefit. But there are two exclusive opportunities to do so and make Summit week the best five days of learning, sharing and networking that you will experience in 2014.

First Opportunity: We recently posted about an opportunity to take our 2-Day TapRooT® Incident Investigation & Root Cause Analysis Course as a Pre-Summit course. If you haven’t been TapRooT® trained, this is the perfect time to advance your root cause analysis skills by learning the TapRooT® Essentials to find and fix the root causes of incidents, accidents, quality problems, near-misses, operational errors, hospital sentinel events and other types of problems, and then head right into the 3-day Global Summit to learn more ways to apply what you’ve learned.

Second Opportunity: Learn TapRooT® Root Cause Analysis PLUS gain equipment troubleshooting skills, by attending the

Special 2-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Analysis Course

(Learn more.)

What are the benefits of taking this course? Saving time and money!

Save Money

When you register for both a Pre-Summit course and Summit course, you automatically save $200.

Save Time

Even more valuable than that is the time-saving benefit. This is the one time we will offer this course as a 2-day all year — it is a 3-day course when you register for it any other time except as a Pre-Summit course.

Learn the Equifactor® Equipment Troubleshooting Technique for Root Cause Failure Analysis of Equipment Problems. Once you find the real root causes using this systematic process, learn to develop effective fixes that will keep problems from happening again. Check your corrective action effectiveness using the SMARTER technique. Also, learn to find and fix equipment problems proactively BEFORE an accident or incident occurs and to analyze the Safeguards that keep problems from happening or from getting worse once a single Safeguard fails. Learn what to include in effective presentations to management when presenting the results of a root cause analysis. Course participants receive the book, Machinery Failure Analysis and Troubleshooting, the TapRooT® Book, the pocket sized Root Cause Tree® Dictionary, and a laminated Root Cause Tree®.

Are you ready to take your equipment troubleshooting skills to the next level? Then sign up for the Special 2-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Analysis Pre-Summit Course and the Equipment Reliability Improvement & Troubleshooting track at the TapRooT® Summit.

Register Now or Learn More about the 2014 Global TapRooT® Summit.

How Do You Identify Fatigue-Related Mistakes in the Workplace?

October 23rd, 2013 by

bill-sirois.jpgFatigue in the workplace is difficult to measure, and it is even more difficult to identify as a causal factor of accidents and injuries. However, fatigue does contribute to human errors including errors in judgment, risk-taking behaviors, clouded decision-making, ability to handle stress and reaction time.  At the 2014 Global TapRooT® Summit, we will examine issues of fatigue and human error in more detail. Come and join us on Thursday, April 10 at 2:40 p.m. for:

Fatigue and Human Performance – The Tell-Tale Signs of Fatigue Related Mistakes

Bill Sirois will be leading this informative session He is the Senior Vice President and Chief Operating Officer for Circadian Technologies, a leading research, information and consulting firm specializing in reducing the costs, risks and liabilities of shiftwork and extended hours operations. Bill has a chemical engineering and ergonomics background, with more than three decades of operational management and consulting experience in the areas of health, safety, and productivity.

See the Summit Schedule to learn more about the sessions we have lined up on the Human Error Reduction and Behavior Change track in 2014.




Rocky Bleier to Speak at the 2014 Global TapRooT® Summit

October 22nd, 2013 by

Rocky Bleier (2)We are looking forward to welcoming Rocky Bleier as a keynote speaker at the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay, Texas.

Rocky Bleier’s life story–a gripping tale of courage on both the football fields of America and the battlefields of Vietnam–has held audiences in rapt attention for years. Yet, the motivational message behind it, detailing how ordinary people can become extraordinary achievers, defines success in the new American century.

With the same optimism, sense of humor and steadfast determination that were his trademarks as a Pittsburgh Steelers running back, Rocky Bleier takes audiences from his early years through his professional career and talks about the lessons he learned along the way…lessons that we all can benefit from.

Not falling within the ideal of what a running back should look like, Bleier had to run harder and play smarter to be able to stand out. Despite his drive and ability to make the big play, the Pittsburgh Steelers only considered him a late round pick. But before the season ended that first year, he was drafted again–this time by the United States Army. At the height of the Vietnam War, Bleier was thrust into combat early and was seriously wounded when his platoon ran into an ambush. Receiving wounds from both rifle fire and grenade fragments in his legs, he was barely able to walk and his professional football career seemed to have ended before it began.

For more than two years, he drove himself. Little by little he overcame obstacles and fought his way back. He not only made the Pittsburgh Steelers, but also eventually became a starting running back on a team that won four Super Bowls and became the greatest football team of the 20th century.

The hard lessons Rocky Bleier learned early in his life that helped him overcome adversity and reach his goals, have paid off after football. Some of those lessons are seen between the lines in the popular book on his life, Fighting Back , and an ABC-TV movie of the week by the same name.

Rocky is active in the Veteran’s Administration–Abraxas, the National Multiple Sclerosis Society, the United Way, the Pennsylvania Association for Retarded Children; he serves as honorary chairman of the Special Olympics and supports the Civic Light Opera. As a board member of the Vietnam Veterans Memorial Fund, Rocky helped make possible the erection of a monument in Washington, D.C. to the servicemen and women who died in Vietnam.

Rocky’s special qualities have been recognized by colleagues as well as others who have honored him with awards too numerous to list in detail. Among them are the Whizzer White Humanitarian Award, the Vince Lombardi Award and the Most Courageous Athlete of the Decade Award. He has also received awards from the USO and been named one of the Ten Outstanding Young Men in America by the U.S. Jaycees.

Today, Rocky Bleier shares his expertise and insight as the sports anchorman at the NBC affiliate in Pittsburgh, WPXI-TV. He is in demand as a speaker, motivating audiences in a wide variety of organizations, corporations and universities. And several companies, such as Uniroyal Tires, Sports Illustrated, Soloflex, Bradford-White, Swanson Dinners and First Federal Savings of Pittsburgh have benefited from his televised endorsements of their services and products.

Learn more about the Summit:

How to Register for the 2014 Global TapRooT® Summit

October 18th, 2013 by

It’s easy to register for the Summit through our online system. Here are 8 simple steps:

1. Visit our registration page. Note that the best value is to attend the whole week (register for a 2-day Pre-Summit course and the 3-day Summit). You can save additional money by signing up with 2 or more of your co-workers. Enter the number of attendees you are registering in the box.

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2. Complete Attendee Information. The second screen asks for general information. What is different about this step this year is that you can register your spouse for $100 on this screen. Note the checkbox just below where you enter your email address. Check it to bring your spouse, and don’t forget to add your spouse’s name just under the checkbox. It’s that easy!

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3. Select your 2-day Pre-Summit course.  You can find descriptions for each 2-Day Course here.

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4. Select a Best Practice Track.  You will note all the track names are listed in the left column. You can review and select a best practice track schedule by clicking the button next to the track name. In the image below, the Process Quality and Corrective Action Program track is selected.

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5. Make any Modifications. If there is a session on the track you would like to replace with another session (like a session from “Special Topics” including TapRooT® and Medical Advisory Boards), then simply click the gray modify button on the top right of any red best practice session box, and a pop-up will appear with other options. Then, click the button next to the session you want to attend.

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6. Choose Special Topics. The next screen lists some special topics giving you another option to modify your schedule. You may have noticed you could do this in the step prior to this, but this is just another opportunity to modify your schedule with topics you may have missed. If you are on the TapRooT® Advisory Board or Medical Advisory Board, you can find the meeting easily on this screen and add it to your schedule.

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7. Verify Your Information. Click “Pay Now” or “Invoice Me” to continue. Or, if you need to make changes, click “Make Changes” (These buttons are not shown on the image below, but you’ll find them at the bottom of the page when you register.). Be sure to check the box above these buttons to agree to the payment selected.

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8. Confirm. On the next screen, you will either enter your payment information and confirm, or, if you chose to be invoiced, you simply confirm.

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That’s all there is to it! If you need further assistance with registration, please contact us!

Learn more on the Summit website!

2014 Global TapRooT® Summit Keynote Speaker Line-up

October 17th, 2013 by

It’s easy to see why TapRooT® Root Cause Analysis Co-Creator Mark Paradies is in this line-up.  But how does a football legend, rock star, attorney and comedian fit into the Global TapRooT® Summit?

Click on the images below to find out.



Football Legend Rocky Bleier



Rock Musician Carl Dixon



Attorney Edwin J. Foulke



Comedian Christine Cashen



TapRooT® Co-Creator Mark Paradies

Join us for the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay Texas! (Learn more.)

Human Performance Tools & Organizational Factors

October 16th, 2013 by

The more one practices a behavior, the higher the probability that the behavior becomes habit. That’s why it’s important to provide a workplace environment with the right tools available to increase the ability to develop great habits. Are you using the right tools at your facility? And what’s wrong with typical human performance tools?

Mark9-tm.jpgMark Paradies, President of System Improvements and co-creator of the TapRooT® System, will guide you through these questions and help you find the most effective tools in the “Human Error Reduction Best Practices” session at the 2014 Global TapRooT® Summit. This session is scheduled for Thursday, April 10 at 1:00 p.m. Learn what’s wrong with typical human performance tools.



Frank.VFrank Verschueren will also be returning to the 2014 TapRooT® Summit to share how TapRooT® covers organizational factors during this session. Frank is the Inspector for Labour and Process Safety for Major Hazards Industries under the (European) Seveso Regulation in Belgium.


Make plans to join us as we share best practices in Human Error Reduction & Behavior Change at the Global TapRooT® Summit, Horseshoe Bay, Texas, April 7 – 11, 2014. Check out more best practices planned on our schedule page.


Bring Your Spouse to a Horseshoe Bay, Texas Resort next April!

October 9th, 2013 by
Sunset at Horseshoe Bay

Sunset at Horseshoe Bay

At past Summits, attendees have asked if their spouses could attend Summit activities with them. In the past, we have welcomed spouses to the Wednesday night Summit reception, but since the 2014 TapRooT® Summit scheduled for April 7 – 11, 2014 will be held at a AAA Four Diamond Horseshoe Bay Resort, we are opening the entire event to spouse attendance at a price that will fit any household’s budget.

Bring your spouses to as much, or as little, of the Summit as they choose for just $100!

That’s right — your spouse can register for the Summit for only $100.

This includes Summit breakfast on April 9, 10 and 11, Summit lunch on April 9 and 10, and food and drinks at the Summit reception on the evening of April 9. They may find plenty to do at the resort (including a fitness club and spa, golf, nearby hiking and biking trails, horseback riding, and so much more!) but they are also invited to attend keynote sessions and breakout sessions so they can take valuable information back home as well.

Here are just a few of the breakout sessions that they may enjoy attending:

Character Driven Success with Dr. Beverly Chiodo

Prepare to be inspired! Learn how our character traits drive our performance and what we can do to become more successful in life.

Systems Root Cause Analysis of Intergenerational Issues with Akivah Northern

Learn how to view and solve family problems using root cause analysis.

Interviewing: Decoding Non-Verbal Behavior with Barb Phillips

Understanding body language is a way to know what people are really thinking in spite of what they are saying.

It’s an incredible opportunity to enjoy the beautiful Horseshoe Bay sunset with your spouse after a busy day, and also include them in a learning environment that can be a life and career changer.

Mark your calendar for April 9 – 11, 2014 (Pre-Summit Courses will also be held April 7-8) and invite your spouse to attend. Learn more at:

or REGISTER NOW – you can register yourself and your spouse at:

Christine Holton Cashen, Keynote Speaker for the 2014 Global TapRooT® Summit

October 8th, 2013 by

Cashen_Christine Headshot1We are looking forward to welcoming Christine Holton Cashen as a keynote speaker at the 2014 Global TapRooT® Summit, April 7 – 11 in Horseshoe Bay, Texas.

Christine Cashen delivers a fast–paced, hilarious program with useful content that makes her a sought after speaker worldwide.  For more than 10 years, she has jazzed an amazing variety of audiences throughout the United States, Canada, South Africa and Australia. Christine is an authority on sparking innovative ideas to handle conflict, reduce stress and energize employees.

Before hitting the speaking scene, CC was a university admissions officer, corporate trainer and broadcaster. Hey—she even votes.   Christine holds a Bachelors Degree in Communication and a Masters Degree in Adult Education. She is a member of the National Speakers Association and is a Certified Speaking Professional (CSP).  CSP is an earned designation awarded by the National Speakers Association and the International Federation for Professional Speakers to recognize demonstrated commitment to the speaking profession through proven speaking experience.  Fewer than 10% of the speakers on the planet hold this designation.

Christine has been featured as a creativity expert in HOW Designs at Work magazine and is a co-author of the book Mission Possible, Volume Eight. She has also developed the A Dynamic Speaker series of learning resources:  Get What You Want With What You’ve Got DVD, Why Can’t Everybody Just Get Along CD and Got Humor Video. Christine resides in Dallas with her husband and their two children.

She will present

Why Brainstorm When You Can Brain El Niño?

Have you run out of ideas? Is your team having a brain drizzle rather than a brainstorm? Discover the tools to weather creative blocks, solve problems and get great ideas in half the time!  Learn specific strategies to put the “storm” back into brainstorming.  Increase effectiveness and productivity, boost group morale and relieve workplace tension with this program. Get ready to have a brain El Niño!

Learn more about the Summit:

Register at:

Best Practices in Improving Healthcare Quality & Patient Safety

September 30th, 2013 by

We are excited to offer the Improving Healthcare Quality & Patient Safety track at the 2013 Global TapRooT® Summit. Summit Week is scheduled for April 7 – 11, 2013 in Horseshoe Bay, Texas.

Learn how to identify the underlying causes of specific breakdowns in patient care and start planning improvements at your facility. Here are just two of the sessions planned for this track:


High Reliability Industry Lessons Learned for Healthcare: Come and learn how to reduce injury to patients as Kay Gallogly and Gard Clark share high reliability industry lessons learned. Lessons learned will focus on eliminating preventable harm to provides the safest, highest-quality care to every patient.


Reducing Risks in the Pharmacy: Medication errors have the potential to cause serious health problems or death. Christopher Jerry, President and CEO of the Emily Jerry Foundation, will be presenting this informative session on how to reduce these risks. The Emily Jerry Foundation is committed to educating families and lawmakers about Pharmacy Technicians, the need to increase the prerequisite training standards of their profession, and their important role in life or death medical situations across the United States.

LEARN MORE about the track schedule by visiting the Schedule Page and clicking the button next to “Improving Healthcare Quality & Patient Safety” (Visit the Schedule Page now.)


2014 Global TapRooT® Summit Best Practice Tracks

September 30th, 2013 by


Over the past two months, we’ve featured six of the nine best practice tracks planned for the 2014 Global TapRooT® Summit. Check them out here:

Safety & Serious Injuries / Fatalities Prevention Track (Learn more)

Equipment Reliability & Improvement Track (Learn more)

Human Performance Tools & Organizational Factors Track (Learn more)

Process Quality and Corrective Action Programs Track (Learn more)

TapRooT® Software Track (Learn more)

Improving Healthcare Quality & Patient Safety (Learn more)

And learn more about the 2014 Global TapRooT® Summit on the Summit website.




Get the Most from Your TapRooT® Software!

September 25th, 2013 by

Don’t miss the two chances you’ll have in 2014 to learn everything you wanted to know about TapRooT® software. Make your job easier by putting our software to work for you at the 2014 Global TapRooT® Summit.

1. TapRooT® Software Best Practice Track

Here are the best practice sessions planned for the TapRooT® Software Track at the 2014 Global TapRooT® Summit, Horseshoe Bay, Texas, April 7 – 11:

Dr. Beverly Chiodo

Dr. Chiodo

Character Driven Success: Prepare to be inspired! Learn how our character traits drive our performance and what we can do to become more successful in life. Popular best practice speaker, Dr. Beverly Chiodo is returning in 2014, and Software Track Leader, Dan Verlinde chose this session so that the TapRooT® Software Users would not miss the chance to hear this dynamic speaker and get their Summit experience off to a great start.

A Beginner’s Guide to Investigation Using TapRooT® Single User Software: We all have to start somewhere and the good news is that the software is user-friendly so it won’t take you long to progress beyond feeling like a beginner. Join us for this session and increase your knowledge and experience with single user software.

Stump (and Advise) the Software Experts (TapRooT® Development Team): What have you always wanted to know but were afraid to ask? Bring your toughest questions and see if you can stump the software experts!

Dan Verlinde

Dan Verlinde

What’s New in the TapRooT® Software: How do you keep up with the newest software developments and continue building on your success? Attend the Summit! The software development team is always at work bringing you enhancements to the software, and Dan Verlinde, Director of Information Technology & Software Development  is preparing a session to bring you up-to-speed on the latest and greatest in TapRooT® software.

Kevin McManus

Kevin McManus

Metrics and Trending: What gets measured gets done. Don’t let your important improvement initiatives be forgotten. Kevin McManus will help you see what’s working and what’s not so you can set the right priorities with ease.

Brian W. Tink

Brian Tink

Expert Facilitation of Investigations Using TapRooT® Single User Software: Brian Tink is planning a session to make your job a whole lot easier. Come and receive software tips that you can implement right away.

How We Implemented TapRooT® Enterprise Software: It helps to hear the experiences of others before making the jump to Enterprise Software. Get a heads up on what to expect from experienced users.

Test Drive the Version 6 Software: Who doesn’t love an opportunity to test drive? Get your questions answered and test the software for yourself to find out how will change your work days for the better.

Planning Your Improvements: Is your mind spinning from all of this opportunity? This session will help you sort out and apply this new information and take your facility to the next level!

2. Two-Day Pre-Summit Course: Getting the Most from your TapRooT® Software 

To get the most from your TapRooT® Enterprise Software you need an administrator who understands all the built in features. They need to know how to:

  • Install the software for best performance.
  • Set-up custom fields and lists.
  • Link the software to other databases.
  • Answer users’ common questions.
  • Explain the basics of using the software. (Learn more.)

Get the most of your TapRooT® software! Learn more about the 2014 Global TapRooT® Summit by visiting the Summit website.


Learn Best Practices in Process Quality and Corrective Action Programs at the 2014 Global TapRooT® Summit

September 18th, 2013 by

Chris ValleeChris Vallee, Senior Associate and TapRooT® Instructor here at System Improvements has organized a fantastic best practice track for everyone interested in Process Quality and Correction Action Programs at the 2014 Global TapRooT® Summit.

Chris is going to talk about Why Exceeding Customer Expectation is Wrong. Other topics he has organized on this track include:

“Metrics and Trending” with Kevin McManus, “The Good, The Bad and the Ugly of Process Silos” with Dave Davis and Tommy Garnett, “Process Quality Best Practices” with Ron Goodwin and Mel Lager, “CAPA Best Practices: Is Your Industry Really That Different?” with Amy Bratkovic and “Using TapRooT® for a Process Improvement” with Jonathan Kennedy and Dennis Osmer.

kevinteaching-3-tm.jpgdavidteaching-2.jpgTommy Garnett



Dennis Osmer

 Learn more about our presenters on the Summit website and make plans to join us is 2014!


Learn Best Practices in Equipment Reliability

September 9th, 2013 by

How much are equipment problems costing your site?

Many facilities don’t know the answer to this important question.

To find out, calculate the cost of unplanned maintenance. Next, add the cost of unexpected downtime. Then, calculate the cost of unhappy customers who had delayed shipments. Finally, add in the cost of any accidents that occurred while repairing unexpected failures.

And don’t forget the overtime required to repair failures in the middle of the night!

These failures and their costs don’t have to be a part of your facility’s future.

You can reduce or eliminate unplanned downtime, achieve world-class equipment reliability, and improve your facility’s safety, productivity, and quality by implementing equipment best practices used by industrial leaders worldwide.

Where can you learn these techniques? At the 2014 Global TapRooT® Summit!

Here are just two of the highlights on the Equipment Reliability & Improvement track:

The Good, The Bad & The Ugly: Where is Your Equipment Reliability Program?

If you’re ready to evaluate your equipment reliability program, where do you begin? The first step is developing a fresh perspective. Mark Olson will be presenting ideas on how to take an objective look at your reliability program. Come and learn innovative techniques for developing a self-rating system to find out where your facility stands.

mark-olson-head.jpgMark Olson is a Reliability Consultant for MFO Services. He is an experienced TapRooT® Instructor and Investigator with an impressive resume of valuable experience including 25 years in the petrochemical industry. Other experience includes facilitating RCFA for safety, environmental and equipment failure incidents, and conducting FMEA to develop equipment reliability improvement strategies; re-engineering a maintenance/reliability business process and providing RCFA facilitation for reliability improvement; and extensive management experience in an industrial setting.
The Business End of Equipment Reliability

Internationally recognized equipment guru, Heinz Bloch, will lead sessions guaranteed to keep people interested in equipment reliability improvement glued to their seats. This two-part session (this topic will be discussed during Best Practice Sessions 4 and 5) about the business end of equipment reliability will show you how to become Best-of-Class in equipment reliability.

images_heinz.bloch2-1-tm.jpgHeinz Bloch is a graduate of New Jersey Institute of Technology (BSME, MSME, Cum Laude). After his retirement from Exxon Chemical Central Engineering (in Baytown, TX), he worked as a consulting engineer and author of 17 books.

He is the equipment/reliability editor of Houston-based Hydrocarbon Processing and has published over 460 papers and articles on reliability improvement subjects. For several decades, he has advised industry on maintenance cost reduction and reliability improvement issues and has taught over 500 equipment uptime improvement courses on all six continents.

KenReedDon’t forget our last best practice in every track provides an opportunity for you to develop a custom plan to implement the new best practices that you have learned at the Summit.

Have questions about the Equipment Reliability Track? Contact track leader, Ken Reed, by phone or through our web form. We hope to see you at the 2014 Global TapRooT® Summit!



Get Your RCA PhD at the 2014 Global TapRooT® Summit

August 15th, 2013 by

Come and learn best practices at the 2014 TapRooT® Summit — even get your RCA PhD!

Mark Paradies will be presenting “Get Your RCA PhD: Advanced Root Cause Analysis Using TapRooT®” in the Incident Investigation & Root Cause Analysis and Certified TapRooT® Instructor tracks. (If this session is not in your track, you can find it in the session list for Best Practices Session 5 on Thursday at 10:50 a.m. and add it!)

Mark9.jpgMark Paradies is President of System Improvements. He is co-author of TapRooT® – Changing the Way the World Solves Problems, a contributor to the Root Cause Analysis Blog and the editor of the Root Cause Network newsletter. He is a member of the IEEE Committee writing a root cause analysis standard for the nuclear industry and is a co-author of the book Guidelines for Investigating Chemical Process Incidents published by the Center for Chemical Process Safety. Mark earned a Master’s Degree in Nuclear Engineering with an emphasis on human factors at the University of Illinois. He was certified by Navsea 08 as an engineer in the Nuclear Navy and is a Certified Professional Ergonomist and a Certified Hazard Control Manager. He is a senior member of the American Society for Quality.

Ken Turnbull headAnd there are other advanced root cause analysis sessions that you won’t find offered anywhere else in the world, including Ken Turnbull’s session on Advanced Causal Factor Development, (find it in Best Practices Session 1, Wednesday at 10:30 a.m.), and the Investigation Case Studies session, (find it in Best Practices Session 2, Wednesday at 1:00 p.m.).

Make plans now to attend 2014 Global TapRooT® Summit week, April 7 – 11, 2014. Learn more by visiting the Summit website.


Safety & Serious Injury / Fatalities Prevention Track at the 2014 Global TapRooT® Summit

August 9th, 2013 by

Come and learn best practices at the TapRooT® Summit. Dave Janney, track leader for the Safety & Serious Injury / Fatalities Prevention track, gave me a preview of the sessions that are planned for 2014. Don’t forget that you can customize and add any best practice session to your schedule even if it is not on the track that you choose:

Using TapRooT® to Prevent Serious Injuries and Fatalities

Dave Janney will present new ideas to revolutionize your fatality/major accident  prevention programs and start you down the road to eliminating major accidents. (Find this session listed in Best Practices Session 3, Wednesday at 2:40 p.m.)
Slips, Trips and Falls

shawRob Shaw, from the Health and Safety Laboratory in the UK, will be giving a whistlestop tour of the science behind slipping accidents using real world examples to illustrate the causes of this common type of accident and exploring some of the barriers to preventing serious accidents before they happen. (Find this session listed in Best Practices Session 5, Thursday at 10:50 a.m.)



Driving Safety – Culture Leads to Success

8250HuberMany companies have identified driving/transportation as their highest risk. In fact, the USA Department of Labor reports that 42 percent of workplace fatalities are in the transportation category. Some companies have had success in implementing programs that dramatically reduce this risk WITHOUT alienating drivers, unions, etc. (Find this session listed in Best Practices Session 6, Thursday at 1:00 p.m.)

Bruce Huber, Vice President, Inthinc Technology Solutions, Salt Lake City, Utah, will share how to positively impact behavior AND use technology to establish and maintain a positive safety culture eliminating high-potential and fatal driving related incidents.


Maintenance & Safety Improvement – How They Are Related

Photography by Chad Greene - ChadCRG ImagesBuddy Lee, machinery and reliability expert in Knoxville, Tennessee, and Sanjay Gandhi, COO, Kurrent Technologies Ltd, Nairobi, Kenya, will discuss how maintenance and safety improvement are related, and how using this knowledge will help reduce injuries on the job. (Find this session listed in Best Practices Session 2, Wednesday at 1:00 p.m.)



Learn more about the 2014 Global TapRooT® Summit!




Check Out the 2014 Global TapRooT® Summit Schedule

July 25th, 2013 by


Have you looked at the 2014 Global TapRooT® Summit Schedule lately? All of the keynote speakers have confirmed and you can learn more about them here:

The tentative best schedule for the 2014 Global TapRooT® Summit is also posted on the schedule page. We couldn’t wait to share the innovative ideas our first confirmed best practices speakers are bringing to Horseshoe Bay, Texas next year. Here is the schedule: 

And here are the confirmed best practice presenters:

We will keep you updated as the few remaining best practice speakers confirm, and as more speakers send in abstracts for their talks, but we wanted to give you time to really think about your schedule when registration opens. There are some tough decisions to make with so many great sessions to choose from.

For more information, visit the Summit website:


Do Tired Surgeons Risk Patients’ Safety?

July 24th, 2013 by

I find it hard to believe that this question needs to be asked. Of course fatigue can lead to human error. This has been proven over and over again. And doctors are human.

I read an article in the Ploughkeepsie Journal that had the following quote:

While surgeons interviewed in a 2011 Georgia Regents University study believe fatigue has an effect on their ’emotions, cognitive capability, and fine-motor skills,’ few of them said it has a large effect on patient safety.

Obviously surgeons, just like many other workers, convince themselves that they can use willpower to overcome  the real physical limitations that fatigue creates. Physical limitations that lead to increased errors and patient harm.

Of course, everyone has some degree of fatigue in life. But the level of fatigue we are talking about goes above and beyond what could be deemed acceptable.

Is it possible to predict when someone will be too fatigued to produce reliable results? Yes. We worked with Circadian Technologies to help create their Fatigue Accident Causation Testing System (FACTS). Learn more about it at this link:

I believe fatigue is one of the most underreported accident patient safety incident causes, Why? Because people don’t understand how insidious fatigue is as an accident cause.

No matter what industry you are in, if you would you like to learn more about fatigue as a cause of human error, attend the 2014 Global TapRooT® Summit and hear Bill Sirois, COO at Circadian Technologies, present “Fatigue and Human Performance – The Tell-Tail Signs of Fatigue Related Mistakes” in the Human Error Reduction and Behavior Change Track. You will return to work with a heightened awareness of the risks presented when people go beyond their limits of fatigue.

Root Cause Analysis Tip: Serious Injuries & Fatalities with Mark Paradies – Part 2

May 2nd, 2013 by

Welcome to our weekly series of Root Cause Analysis Tips from our 2013 Global TapRooT® Summit. This week and the next few weeks following, we’ll be talking about Serious Injuries & Fatalities. At the Summit this year, Mark Paradies gave a great talk about Serious Injuries & Fatalities and how you can prevent them.

This week, Mark discusses using safeguards analysis proactively. He says, “If you’ve got a single safeguard that’s [based on] human performance, that should be a danger bell going off in your mind.”

Watch the full 7-minute video now:

Interested in attending our 2014 Global TapRooT® Summit?

Visit our Summit page here:

Watch Part 1 here:

Detailed Up-Front Machinery Quality Assessments (MQA) — a Key Prerequisite to Reliable Major Machinery

March 27th, 2013 by

Heinz Bloch explained how Best-of-Class companies use MQA on critically important compressors, drivers, and essential process pumps at the 2013 Global TapRooT® Summit. The MQA effort consists of structured and well-defined reviews of vendor experience, drawings, calculations, and other documentation. For highest possible value, MQA is often carried out before purchase orders are issued. Mr. Bloch described three distinct phases of successful MQA tasks.

8437Images-Heinz-Bloch-150-1Heinz Bloch is a graduate of New Jersey Institute of Technology (BSME, MSME, Cum Laude). After his retirement from Exxon Chemical Central Engineering (in Baytown, Texas), he worked as a consulting engineer and author of 17 books. He is the equipment/reliability editor of Houston-based Hydrocarbon Processing and has published over 460 papers and articles on reliability improvement subjects. For several decades, he has advised industry on maintenance cost reduction and reliability improvement issues and has taught over 500 equipment uptime improvement courses on all six continents.

Click on the icon below to view the presentation and learn the three phases of successful MQA tasks:

Bloch.Heinz.Detailed Up-Front-1

Admiral Rickover & Process Safety

March 26th, 2013 by

I promised people at the 2013 Global TapRooT® Summit that I would post links to last year’s talk about Admiral Rickover and process safety and a link to his testimony to Congress about nuclear safety and the Nuclear Navy. Here they are…

Nuclear Navy & Process Safety

Rickover’s Testimony to Congress about Nuclear Safety

And here are the slides from the Nuclear Navy and Process Safety talk mentioned above…

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