Category: Best Practice Presenters

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.

REGISTER NOW at:  https://www.taproot.com/taproot-summit/register-for-summit

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

66206941BIOPic

Lager

Dennis Osmer

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

REGISTER NOW: https://www.taproot.com/taproot-summit/register-for-summit.

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.
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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!

REGISTER at: https://www.taproot.com/taproot-summit/register-for-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.

REGISTER NOW: https://www.taproot.com/taproot-summit/register-for-summit.

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.)
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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.)

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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.)

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Learn more about the 2014 Global TapRooT® Summit!

REGISTER NOW at:  https://www.taproot.com/taproot-summit/register-for-summit

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Check Out the 2014 Global TapRooT® Summit Schedule

July 25th, 2013 by

SummitBanner_2014

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:

http://www.taproot.com/products-services/summit/keynote-speakers

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:

http://www.taproot.com/products-services/summit/summit-schedule 

And here are the confirmed best practice presenters:

http://www.taproot.com/products-services/summit/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:

http://www.taproot.com/products-services/summit

or REGISTER NOW at: https://www.taproot.com/taproot-summit/register-for-summit

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

Oh the Memories …

January 2nd, 2013 by

I just wanted to share a quick, fun Global TapRooT® Summit slideshow.  Don’t forget to register for 2013 Global TapRooT® Summit Week, March 18 – 22, 2013 in Gatlinburg, Tennessee!

Bill Rancic Confirms as Keynote Speaker at the 2013 Global TapRooT® Summit

July 9th, 2012 by

Global TapRooT® Summit week is planned for March 18-22, 2013 in foothills of the Great Smoky Mountains, Gatlinburg, Tennessee.

Bill.RancicWe are pleased to announce that Bill Rancic has confirmed as our keynote speaker, and is scheduled to speak on Friday, March 22, 2013.

Bill Rancic is an American entrepreneur who was the first candidate hired by The Trump Organization at the conclusion of the first season of Donald Trump’s reality television show, “The Apprentice.”  He continues his commitment to entrepreneurship throughout the country. Today, he is building businesses, seizing opportunities and sharing his views on how to succeed.

Bill is the author of the New York Times best-selling book, “You’re Hired: How to Succeed in Business and Life,” and is a host on “America Now.”

Mark your calendar for the Global TapRooT® Summit March 18-22, 2013.

Root Cause Analysis Tip: TapRooT® Summit Session on Process Safety (Part 1)

March 28th, 2012 by

This week’s Root Cause Analysis Tip comes straight from our 2012 Global TapRooT® Summit.

If you missed Mark Paradies’ session on “What Does Management Need to Know About Improving Process Safety?” don’t worry. We will be sharing it on the blog over the next three weeks.

Today is Part 1.

Mark began by showing this comedy clip on Deepwater Horizon:

(If you can’t see YouTube videos at work, click here.)

And continued on with his discussion on Process Safety:

(Having trouble seeing the videos? Refresh your browser page.)

Come back next Wednesday for Part 2 of his Process Safety Talk, in which he discusses Admiral Rickover’s “Big Three” nuclear navy safety regulations and more from his congressional testimony after the accident at Three Mile Island.

 

Update: Parts 2 and 3 have been posted!

Click here for Part 2.

Click here for Part 3.

Root Cause Analysis Tips – Using Safeguards to Find Causal Factors

February 15th, 2012 by

Finding ALL causal factors is extremely important.  In our courses, we teach a number of best practices for finding those causal factors.  One of them is the 5 Safeguard questions:

What word is common to all of these questions?  Error.  And an error that fits these questions is most likely a causal factor.

Beyond using these questions to find causal factors as we teach in our 2 and 5 day courses, there is also a best practice we share in our Advanced TapRooT® Techniques course, which is to use these questions to collect evidence, here is an example:

A customer gets burned by coffee from a drive through (note:  any resemblance to a real incident is purely coincidental)

You do a safeguards table, just like we teach in the 2 and 5 day courses:

The hazard is hot coffee

The target is the customer

Safeguards include temperature, the cup, the lid, the cup holders in the car, and awareness

Now use the 5 safeguard questions, for example:

What error allowed a hazard or allowed it to grow too large?  This safeguard question might prompt you to wonder how hot the coffee was, how hot it was supposed to be, and what a safe temperature really is.  After you gathered all of your data and are ready to find causal factors, you might ask the question again:

What error allowed a hazard or allowed it to grow too large?

Coffee machine was set to brew at 190 degrees

Look there – I now have a causal factor, because that temperature actually causes 3rd degree burns within 7 seconds.  Ouch.  And the typical home coffee maker brews at 140 degrees.

So I hope this tip might help you to use safeguards more, ask better questions, save you time, and help you find all of your causal factors.  By the way, if you want to attend the Advanced TapRooT® Techniques course for more helpful best practices, there is still time.  The course will be held in Las Vegas on February 27-28.  Click HERE for more info.

By the way, here is some “coffee trivia” for you – why do restaurants brew their coffee so hot?

The most common answer?  “It tastes better.”  WRONG!!!

The real answer?  It smells better, which gets more people to buy coffee.

Thanks for visiting the blog and happy investigating.

Countdown Continues – 33 Days Until the 2012 Global TapRooT® Summit – What Will Be Your Favorite Session?

January 26th, 2012 by

Often people participating in the TapRooT® Summit THINK they know what will be their favorite session, but are surprised when one of the sessions they attend BLOWS THEIR SOCKS OFF.

For example, all of the Keynote Speakers (CLICK HERE to review them) have the potential to be the best talk at the Summit.

But there are some Best Practice Session presenters who also have the potential to be your favorite session. Here are just a few of the ones that I’m looking forward to …

Lori Reineke-Avant and Eric Cropp   Images Lori-Headshot-1   Images Ericcropp-1

They will discuss their personal experience being prosecuted for an accident.

Linda Unger and Michele Lindsay          P1000243 3 2-1   Images 7206Michelepic-1

One of the most highly praised sessions at past Summits has been the “TapRooT® Users Share Root Cause Best Practices” session facilitated by Linda and Michele.

Richard Mesker                                                           Images 3112Meskerpic-1

Richard gives interesting, interactive talks. What I’ve heard about his “Risk Management and Safety: Safety Third” session leads me to believe it will surprise you.

 Images Davemunro3  Img 1295 2 2   Images Colonel-Jim-Thatcher2

Dave Munro, Jade Washmon, Jim Thatcher and Pat Fortune (not pictured) will discuss what it takes to develop and maintain great investigators.

William Sirois from Circadian Technologies                   Images 3764Bill-Sirois-1

I always like Bill’s talks about fatigue and he has two at the Summit that you should consider attending. The first is about a new federal requirement for airlines – developing a fatigue risk management plan. These plans really should be implemented everywhere that fatigue could be an issue.

Second, is “Using FACT to Measure & Analyze Fatigue (Both Reactive and Proactive)”. If you’ve ever wondered how you can prove that fatigue was an issue in an accident, Bill has the answer and will share it at the Summit.

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Well, I said I’d share a few … so I better stop now. And I haven’t even mentioned the talks I’ll be presenting!

Make sure you attend the Summit so that you can learn all the valuable information that will help you take performance at your facility to the next level.

See all the Summit sessions at:

http://www.taproot.com/summit.php?t=schedule

Additions to the Safety, Process Safety, and Risk Management Track at the Global TapRooT® Summit

January 13th, 2012 by

I am really excited to announce that we have made a few changes to beef up our Risk Management topics for the Safety, Process Safety, and Risk Management track for the summit.

On Thursday, March 1 from 10:50-noon, we have the following presentation:

Risk Management

Assessing Organisational Risk Maturity – Malcolm Gresham

How do you assess the your organisation’s risk management maturity?  It is no longer sufficient to implement a Risk Management Framework and hope for the best.  Organisations need to assess whether their current level of risk management is appropriate. The Risk Maturity Model provides organisations with a valuable measure of the ongoing development of their ability to manage Risk.

Using the new Risk Management Standard ANSI Z690.2 : 2011 to Assess the Maturity of your Risk Management System – Jim Whiting

How mature is your organisation’s RMS ? This session discusses how to obtain assurance of the maturity, quality,  adequacy of your RMS measured against conformity with the new ANSI Z690.2 Standard for RM Systems. This Standard provides specific audit criteria and guidelines for the  principles, framework, and process required of a ‘Best Practice’ organisation. An audit process using ANSI Z690.2 criteria can be performed on both an Internal / First Party and even a External / Third Party basis. Either way the resulting benefits center on being able to demonstrate internally and/or externally that your organisation is managing risks in an adequate way. Hence the audit results can provide confidence and assurance to your own people as well as external stakeholders. The workshop will discuss how the evidence-seeking questions/ activities in such an audit can be constructed, delivered and their results analysed and reported.

Jim Whiting

This change also allows for us to create a session, also on March 1, from 9:10-10:30 entitled Risk Management and Safety: Safety Third?

In this session, we have Richard Mesker speaking.  Rich was one of the most highly rated speakers at our last summit, so you will not want to miss this.  Here is what he will be talking about:

When anticipating risk, performing risk analysis, and allocating resources is safety first or is it actually third/fourth/fifth in the priority list? If so, why? We have all heard the mantra of “Safety First.” Let’s find out if in fact safety is first.

We look forward to seeing everyone in Las Vegas!

Summit Week Quality and Corrective Action Programs Best Practices Track

January 11th, 2012 by

 Images Karen.Migliaccio-1

Karen Migliaccio has done a tremendous job setting up this first TapRooT® Summit Quality Track. From cross industry representatives to demonstrating field successes all the way up to company process changes, you will find this Summit Week Track interesting and applicable.

Wednesday

TapRooT®; Implementation Success Stories:

Successful Implementation of TapRooT® at Steris (Kevin McManus)

High Quality TapRooT® Implementation (Dennis Osmer)

Using the Baldrige Criteria to Achieve Performance Improvement (Kevin McManus)

Root Cause Analysis of Quality Problems:

Challenges in Biotech Quality Root Cause Analysis (Michael Gorman)

Root Cause Analysis of Incidents Occurring in the Pharmaceutical

Industry (Debbie Riley)

Thursday

CAPA in Quality: The Strong and the Weak (Karen Migliaccio)

Quality Issues:

Quality Initiatives That Lead To Continuous Improvement Efforts (Bryan

Ward)

Using a Quality Plan to Drive Improvement (Zena Kaufman)

The 7 Secrets of Incident Investigation & Root Cause Analysis (Mark Paradies)

Designing Your Continuous Improvement Program (Kevin McManus)

Friday

How Pfizer Achieves Operational Excellence (Gerry Migliaccio)

Planning Your Improvements

To read more about each session see:

http://www.taproot.com/summit.php?t=schedule.

Then select the Quality and Corrective Action Programs Track.

Screen Shot 2012-01-11 At 12.14.18 Pm

But there’s more!

Before the Summit we have a special nTapRooT® Root Cause Analysis Course focused on finding the root causes of quality issues.

When you attend both the pre-Summit course and the Summit, you save $200 off the course fee.

Just click on the link below for more information…

TapRooT® Quality/Six Sigma/Lean
Advanced Root Cause Analysis Training

Summit Week: Human Performance & Behavior Change

January 11th, 2012 by

What is it that produces a safe environment with safe workers? Is it people with the right attitude… is it a reduced risk environment… or is it both? Do we need reward or punishment… or both? How do different cultures interact successfully to work safely? What is the best environment for a person to work in physically? How does one know?

Listening to a radio show recently about people trying to get out of debt, the host said this, “it is not the math that got them in the situation it is the behavior; that is why changing the behavior is the first step.” It was in reference to people who wanted to know why the had to pay off small debts first and not the large credit cards with high interest.

Point being, that the more one practices a behavior, the higher the probability that the behavior becomes habit. Providing a better environment with the right tools increases the ability to perform the behavior. It is with this in mind that the sessions below were put together:

Wednesday

  • Proactive Prevention of Injuries and Accidents Due to Human Error
    Ergonomic and Human Performance Improvement
    Working Across Languages and Cultures

Thursday

  • Changing Behavior By Praising the 49 Character Traits
    Criminal Prosecution of Accidents
    Using Training Simulation to Improve Human Performance
    Design for Reliable Performance

Friday

  • Using FACT to Measure & Analyze Fatigue (Both Reactive & Proactive)
    Planning Your Improvements

To read more about each session go here: 

http://www.taproot.com/summit.php?t=schedule

One more thing …

Before the Summit there is a pre-Summit course that you should be considering …

Stopping Human Error

Just click on the link above for more info.

The course and the Human Performance and Behavior Change Best Practice Track make a great one-two punch for improving human performance. Plus, you will save $200 off the course fee when you attend both.

Don’t miss the remarkable knowledge available in the course and the Summit. Register today!

Pre-Summit Software Adminstrators Course and TapRooT® Software Track at the 2012 Summit

January 10th, 2012 by

Pre-Summit

The TapRooT® Pre-Summit is the one time a year we hold our 2-Day Software course for public registration.  Be sure not to miss out on this opportunity!

Whether you are responsible for administering the TapRooT® Enterprise Software, or are the ‘Go-To’ TapRooT® guru at your company, you will get all the information you need to know on the latest version of the software, and find out about upcoming releases.

Day 1 of the course is spent running through the entire 7-Step Process flow in the latest version of the software, giving you all the best practices for recording your investigation data.

Day 2 we delve into the configurability and administrative set up of the software, teaching you to how to maximize your potential for trending, reporting and maintaining data integrity for you and your company.

Dan Verlinde

Matthew Irving

The Pre-Summit course will be taught by Dan Verlinde, Director of Information Technology and Software Development for System Improvements, and Matt Irving, Software Development Project Manager for Improvement Interactive.  Sign up for the 2-day Pre-Summit course today!  (Learn more!)

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Summit

The TapRooT® Software Track for the summit will run Wednesday through Friday and address a variety of topics including:

Using the TapRooT® Software to Perform an Investigation (Instructor:  Dan Verlinde):  We’ll highlight the most common use of the software, performing an investigation, using the brand new 5.1.5 release with new interface functions.

A User Experience – Web Implementation of the TapRooT® Software (Instructor: Susan Lewis, Wilbros):  This session will cover one Super-Users experience implementing the TapRooT® V5 Software and how they met their business’s needs, including:

  • System Configuration

o   User Groups

o   System Lists

o   Custom Fields

  • Reporting
  • Problems and Obstacles encountered

What’s New In The TapRooT® Software? (Instructor: Dan Verlinde, System Improvements): This session will cover new developments in the TapRooT® V5 Software since the last TapRooT® Summit.  Dan Verlinde will perform a demonstration of all the new features, and make important announcements about future releases of the software.

Bridging the Software Knowledge Gap (Instructor: Dan Verlinde, System Improvements):  This session will cover a range of topics Enterprise clients will need to address for successful TapRooT® V5 Software implementation, including:

  • Software Installation
  • Implementation Strategy
  • System Configuration & Administrative Tools
  • Data Migration

Learn how successful analysis of your business need can make implementation of the TapRooT® painless for your users.

How You Can Help Shape Future TapRooT® Software (Instructor: Matt Irving, Project Manager, Improvement Interactive):  Matt Irving tells us, “We are constantly at work behind the scenes to improve the software that so many depend on every day. The feedback that we receive from our users and instructors plays an important role into what goes into future releases.

Additionally, we are constantly staying apprised of the changes in technology that can enhance the user experience. This session will be a unique look into how all these factors come into play when deciding how and what goes into the TapRooT® Software.

Chris Vallee

Trending Using The TapRooT® Software (Instructor: Chris Vallee, System Improvements):  This session will cover how to use your data for trending purposes in the TapRooT® V5 Software, including:

  • Corrective Action Status Reports
  • Root Cause Reports
  • Search Function
  • Defining Trending going forward

Should be another great Summit this year in Las Vegas.  Look forward to seeing you there!  (Register for the Summit.)

NEW 2012 Global TapRooT® Summit Session Added to Safety, Process Safety and Risk Management Track

January 9th, 2012 by

A new 30-minute talk has been added to the Safety, Process Safety and Risk Management Track session, “Risk Management & Safety,” (Thursday, March 1 at 10:50 a.m.). Australian risk management expert and TapRooT® Instructor, Jim Whiting, will present “Using the New Risk Management Standard ANSI Z690.2 : 2011 to Assess the Maturity of your Risk Management System.”

How mature is your organization’s RMS? This 30-minute workshop session focuses on one part of the 2-day pre-Summit course, Risk Management Best Practices, i.e. how to obtain assurance of the maturity, quality, adequacy of your RMS measured against conformity with the new ANSI Z690.2 Standard for RM Systems. This Standard provides specific audit criteria and guidelines for the principles, framework, and process required of a ‘Best Practice’ organization. An audit process using ANSI Z690.2 criteria can be performed on both an Internal / First Party and even a External / Third Party basis. Either way the resulting benefits center on being able to demonstrate internally and/or externally that your organization is managing risks in an adequate way. Hence, the audit results can provide confidence and assurance to your own people as well as external stakeholders. The workshop will discuss how the evidence-seeking questions/ activities in such an audit can be constructed, delivered and their results analyzed and reported.

Learn more in our 2-Day Pre-Summit Course (February 27 and 28)

If you would like to dig deeper into this topic, register for the 2-day pre-Summit course, Risk Management Best Practices.  Jim Whiting (member of the committee that wrote AS / NZS 4360:1999, that significantly contributed to the ultimate development of the international risk management standard ISO 31000 and now the USA Standard ANSI Z690:2011to) has enhanced the course for 2012.

Jim brings his risk management and root cause analysis experience and best practices from around the world (Australia/New Zealand, North America, Asia, Africa, and Europe) to this course. If you are interested in improving the efficiency of your improvement efforts by getting the most out of your use of risk management and root cause analysis techniques, then attend this course. This will be the only time this year that this course will be offered in the US.  View the course outline here.

TapRooT® Implementation Success Stories

December 7th, 2011 by

Dennis Osmer, former Worldwide Head of HSE, will be presenting some thoughts about quality implementation of TapRooT®, a system he has used for over 20 years at the 2012 TapRooT® Summit. Key elements covered will be: use of pilots; internal teaching; site review teams; investigator training; focused approach to broad approach; and continuous improvement.

Dennis is a TapRooT® Instructor with over 40 years of industrial experience – the last seven years of his career as the World Wide Head of Health, Safety, Environment (HSE) and Emergency Management at CIBA Vision (a business unit of Novartis). There, he was responsible for the HSE activities for all of CVs operations (14 supply chain sites, 37 sales and marketing group companies, 11,000 employees on 3 continents). He has a pragmatic approach to developing and implementing HSE strategy which balances employee safety, environmental protection and business needs. He is a recognized expert with a track record of delivering performance.

His most recent activities were with Pandemic Preparedness, energy efficiency improvements, auditing, due diligence, new site start-up and HSE strategies for world class performance. While with a different business unit, he was the deputy chief of an industrial brigade and part of a community outreach program.

Dennis has an MBA in general management and finance from Fairleigh Dickinson University, and a BA in mathematics from the same university.

This session will be part of the Quality and Corrective Action Programs track and the Leading Performance Improvement track.  If you are planning to sign up for a different track and want to attend this session, you may customize your schedule and add it!

Trends in the Workplace: Safety and Health

November 29th, 2011 by

We all benefit from safe workplaces. Employees and families have the peace of mind that a worker will return home safely each day, while employers gain greater productivity and avoid costly expenses that can come from workplace accidents.

Data from the U.S. Bureau of Labor Statistics over the past several decades tracks the number and rate of work-related injuries, illnesses, and fatalities.  It can help us understand who is getting hurt and what circumstances lead to those injuries.

William Wiatrowski

William Wiatrowski, Associate Commissioner, U.S. Bureau of Labor Statistics, will provide an overview of safety and health trends, and will provide a close-up look at certain populations and events on the Safety, Process Safety and Risk Management track at the 2012 Global TapRooT® Summit. Understanding these data – what data are available and how they can be used — can help to identify where to concentrate workplace safety and health resources in an effort to maintain a safe working environment.

William has headed up the BLS Office of Compensation and Working Conditions since 2005. Prior to that he was Assistant Commissioner for the BLS Occupational Safety and Health Statistics Programs and held a number of staff and supervisory positions in the BLS wage and benefit programs.

The BLS compensation and workplace safety and health programs provide comprehensive information on employee wages and benefits and serve as the nation’s public health surveillance systems for work-related fatal injuries and non-fatal injuries and illnesses.

He has received a Bachelor of Arts degree in Economics and the History of Art from Yale University and a Masters of Business Administration degree from the George Washington University. He is the author of numerous articles on employee benefits, compensation, and occupational safety and health issues and speaks on these topics before a wide variety of audiences.

If you’re interested in trends in the workplace but are planning to register for one of the seven other tracks of learning at the Summit, you can add this best practice session by simply customizing your schedule.

We hope to see you at the 2012 Global TapRooT® Summit, February 29 – March 2 in Las Vegas, Nevada.

Quality Initiatives That Lead To Continuous Improvement Efforts

November 22nd, 2011 by

Bryan Ward

Bryan Ward, President, WTMS, Inc., will be presenting how a quality plan can be used to drive continuous improvement in investigations at the 2012 Global TapRooT® Summit.

Bryan has dedicated the last 20+ years to designing and improving processes and creating cultural change at all organizational levels.  He has a passion for continuous improvement.

“Continuous improvement reveals itself in many different forms,” said Bryan.  “It can be an up front conscious effort to improve something — anything for that matter. In most cases it is a reactive decision as opposed to a pro-active decision.”

Bryan will show how in the following case, it was neither. It was nurtured through developing a Quality Management System.

Working on an Enterprise Transformation project with a client, Bryan discovered that they had “said” all of the right things to be in compliance for a specific project, but did not have anything behind the curtain, so to speak. No substance. In this case there was a Quality Manual, but no Quality Management System. If a client had asked them to produce performance metrics to prove stability in the system … it could not be done. It would simply have been stated as such, “ … we stand behind our work 100% … no questions asked.” That is a confident statement, but there was nothing available to measure and track true service performance.

After reading through this Quality Manual, Bryan developed a system that measured the company’s core competencies. But, having served as a change agent for many years, he knew that if there was no ownership at the field level this was simply going to be a system that if not pushed, would not be used.

The system began with training on the system, the measurement requirements, self verification / self audit process and forum for review.

After implementation, the Quality Management System revealed several area’s where the business could improve. Not from a quality standpoint, technically they were very sound, but in the Enterprise it revealed area’s to improve. After reviewing the data for several months the following Continuous Improvement initiatives were under taken:

Reduce consumable costs by implementing a consolidated tool kitting process
* Vendor Managed Inventory
* Standardized Consumables & Tools By Field Service Craft
* Create a pull system for tools and consumables; eliminate the PUSH system

Preventative Maintenance Program
* Tools ( Hand and Pneumatic )
* Tool / Work Trailers
* Electrical / Rigging Equipment

Review audit results weekly at the General Manager Meeting
* Gross Profit was improved by 11% through this initiative
* Self Verification audits revealed the real issues being felt at the field service level ( Voice of the Customer ) * TRIR / EMR rates were reduced with the focus of weekly review of equipment and processes. Less hand and eye injuries.
* General Manager “Top 5” List started with this review ; this is rolling list of improvement actions sponsored by the General Manager ( On Going Improvement Items )

Register for the “Quality Issues” session and learn how this quality plan was used to drive continuous improvement efforts.  You can add it to your schedule as a custom course, or register for the Quality and Corrective Actions track (this session is part of the Quality program).

Learn more about Bryan Ward and the February 29 – March 2, 2012 Summit in Las Vegas, Nevada on the Summit website.

Get the Most from your TapRooT® Software

November 15th, 2011 by

TapRooT® software allows electronic reporting of incidents and provides categorization necessary to track them.  It helps investigators organize their thoughts and present information they collect.  The software helps facilitate the root cause analysis of reactive and proactive investigations, and provides advanced equipment troubleshooting tools to understand equipment failures.  The software provides an electronic review and approval feature for management, maintains a database of incident information, and provides tracking, validation and verification of corrective actions.  It also provides categorization and trending capabilities to allow the use of advanced trending techniques.

TapRooT® software users around the world are planning to register for the TapRooT® Software Super Users/Administrators track the 2012 Global TapRooT® Summit to learn best practices in using this software and learn all of the latest developments.  Here are a few sessions planned for 2012 to help you get the most from your TapRooT® software:

Chris Vallee

Chris Vallee will be presenting “Trending Using the TapRooT® Software.”  This session will cover how to use your data for trending purposes in the TapRooT® V5 Software, including:

• Corrective Action Status Reports
• Root Cause Reports
• Search Function
• Defining Trending Going Forward

Chris Vallee is a TapRooT® Instructor and Senior Associate at System Improvements.

Dan Verlinde

Dan Verlinda will be presenting, “Bridging the Software Knowledge Gap.”  Dan is the Director of Information Technology & Software Development at System Improvements.

This session will cover a range of topics Enterprise clients will need to address for successful TapRooT® V5 Software implementation, including:

• Software Installation
• Implementation Strategy
• System Configuration & Administrative Tools
• Data Migration

Dan will also be presenting “What’s New in the TapRooT® Software.”  This session will cover new developments in the TapRooT® Software since the last TapRooT® Summit.  Even if you are not a software administrator, many Summit attendees who use TapRooT® add this best practice session as a custom course to their track to stay up-to-date and polish their super-user skills.

Learn more about the software track on the Summit schedule page.

René Aguilar to Speak About the Rescue of 33 Chilean Miners from San José Copper and Gold Mine

November 9th, 2011 by

Aguilar Sáez René Alejandro

Aguilar Sáez René Alejandro will be a keynote speaker at the Global TapRooT® Summit, Las Vegas Nevada, February 29 to March 2, 2012.

In early August 2010, Chile’s San José copper and gold mine collapsed, trapping 33 miners 2,300 feet underground.

At that time, René was the Safety and Health Manager at El Teniente Mine at Codelco, the world’s largest copper producer. When he arrived at the San José Mine with civil engineer, André Sougarret, he became the second in charge of the rescue operation.

René was the coordination liaison between those present at the site, including the technical rescue teams and authorities from the Ministries of Mining, Interior, Health; the Chilean Safety Association; and the Army. During the rescue operation, René and André held daily contact with the trapped miners and their families.

In the final stage of the San Lorenzo Operation, he was responsible for leading the teams in charge of the final rescue; working with Codelco and Asmar engineers in the design and fabrication of the rescue capsules; selection and training of rescuers; and hoisting equipment and communications systems.

Today, René Aguilar is Corporate Manager of Safety and Occupational Health at Codelco.

Using FACT to Measure & Analyze Fatigue

November 8th, 2011 by

There is now a global body of scientific evidence that shiftwork in the 24/7 workplace is a high risk occupational safety exposure, and that the development of Fatigue Risk Management Systems (FRMS) has emerged as the internationally accepted standard for managing the inherent costs, risks and liabilities of shiftwork.

“Using FACT to Meaure & Analyze Fatigue” will be presented by Bill Sirois at the 2012 Global TapRooT® Summit, and will review the new ANSI standard for FRMS in refining and petrochemical industries, as well how the other industries as diverse as Aviation, Railroads, Mining and Utilities are implementing Corporate FRMS systems as a continuous improvement process. It will also provide examples of fatigue management tools that can provide the analytics needed to ensure the success of programs for optimizing shiftworker health, safety and quality of life.

Bill Sirois

Bill Sirois is 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.

This session is part of the “Human Performance & Behavior Change” Summit track, but no matter what track you choose you can easily add this session to your schedule (learn how).

Join us at the 2012 Summit, Las Vegas, February 29 – March 2, 2011.

How to Use TapRooT® To Analyze Near-Misses, At Risk Behaviors, and Adverse Trends

November 1st, 2011 by

TapRooT® is a powerful tool for analyzing near misses, at risk behaviors, and troublesome trends. It is not difficult to analyze these things; the challenge lies in ensuring you have the right data to analyze and working within your resources.  Come to the 2012 Global TapRooT® Summit and learn how to develop your near miss reporting and at-risk observations.  Also learn how to categorize the data, and how and when to act using trending techniques and TapRooT®.

Boris Risnic

Boris Risnic will be leading this informative session.  Boris teaches TapRooT® in English, Spanish, and Portuguese.  He has conducted multi-national TapRooT® deployment for companies in Central and South America and has conducted over 50 TapRooT® investigations worldwide.  Boris has a BS in Industrial Engineering – Electronics.

This session will be part of the “Safety, Process Safety, & Risk Management” track, but you can customize your schedule and add it no matter which track you choose!  Learn more about the 2012 Global TapRooT® Summit by visiting the Summit website:  http://www.taproot.com/summit.php

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