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Process Improvement Case Studies

These three case studies highlight the challenges each department or organization faced, how they improved their processes and the results they achieved.

Case Study 1: License Renewals
Case Study 2: Safety-Issue Reporting
Case Study 3: Firearms & Pardon Application Process

Case Study 1: License Renewals
A state worker processed over 4,000 paper-based social worker license renewals every December while her customers waited an average of 21 days to receive their license. The manager noticed the problem and called Zoom for Change. After receiving their training, the agency's Zoom Team designed and tested these improvements:
Simplify the renewal form.
Reduce steps and handoffs.
Eliminate unnecessary documentation.
Web-based form to eliminate the 10% of applications/year returned to applicants for errors. This change alone saved $2,000/year in staff time and postage.

By partnering with a non-profit organization interested in collecting data on health care professionals, the Zoom Team developed an on-line licensing system. 85% of social workers renewed their licenses on-line the first year—the average wait-time dropped to only 2 days due to all the changes the team had made to the process.

The licensing Zoom Team then applied the improvements to the procedures for 14 other licenses issued by the department, saving an average of 4 weeks processing time on each licensing procedure. One customer called the manager and said, "I sent in my renewal over the weekend and received a license in Tuesday's mail. This can't be my license, right?" The manager happily replied, "Yes it is!"

Case Study 2: Safety-Issue Reporting
The administrator of a 1,000-bed Veteran's Home concerned about slow safety-issue reporting hired Zoom for Change to coach a team that had met for 3 years and not fixed the problem. The new Zoom Team found the safety incident reports took 54 days to be processed. Most of that time the reports sat on 7 managers' desks awaiting review and approval. The team believed that state code required 7 signatures. When we challenged that assumption, they discovered that only 1 signature was required, and it could be electronic.
 
The Zoom Team designed and tested these improvements:
Simplify the safety-issue reporting form.
Clearly defined criteria for which incidents should be reported.
Track errors never tracked before.
Develop an intranet tracking system for all errors, incidents, and safety issues, including the ability to create customized reports.

The new web-based reporting system processes incident reports in 2 days, a 96% improvement, and sends managers customized safety data reports enabling pro-active responses to safety problems.

Case Study 3: Firearms & Pardon Application Process
The Governor wanted to improve the firearms and pardon application process. This process allows convicted felons to apply to own firearms or for a pardon years after their parole. The original application process took 978 days on average. But the Governor's big concern was that each application required about 44 hours of research by a criminal investigation agent to recommend denial or approval.
 
The Governor's staff worked with a cross-agency Zoom Team that designed and tested these improvements:
Simplify the application.
Require the applicant to supply a criminal history record.
Use a checklist to cut transcription time.
Send the completed investigation report directly to the Board of Parole instead of to the Governor's office.
Streamline the criminal investigation. This reduced agent time from 44 hours to 12 hours/application.

The new process takes half the time to complete. Most importantly, the new process frees-up one full-time criminal agent per year to investigate real crimes against citizens.

Your Organization Can Do It, Too
In less than a week, your organization's teams can be handling problems using a proven successful combination of training and facilitation. Your boss, employees and customers will appreciate how quickly and easily they see tangible improvements within your budget. You are assured a positive return on your investment.

Contact us today for more information.

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