Here Lies Troubleshooting
Troubleshooting is no longer an effective  strategy. In today's competitive world, 
"analysts" find real solutions.
By Charles J. Latino, Reliability Center, Inc.
     In many ways, this article is a requiem for a time-honored function in plants and processing facilities throughout industry. In today's competitive environment, where survival often depends on maximizing efficiency and minimizing costs, it may be time to lay the traditional concept of troubleshooting to its final rest. In its place, we need to create and nurture a new breed of problem-solver - - the analyst.
     What is the difference between the old-fashioned troubleshooter and the modern analyst? In simplest terms, it comes down to the first question asked when a failure occurs. The troubleshooter asks, "How can we fix it?" The analyst asks, "Why did the failure occur in the first place?"
     Perhaps I can best illustrate the point by sharing a story. It exemplifies situations that occur daily in plants across the country.
     All the shift mechanics in a particular chemical plant carry some chain and chain links in their tool boxes. They know that it is likely that the chain driving the feeder under the Area 13 dryer is going to fail. It always does, at least a couple of times a shift. Usually the chain breaks. Sometimes it merely comes off the sprockets. The job entails removing the guard and replacing or resetting the chain. If the mechanics carry extra chain and chain links, the job takes only 15 to 30 minutes.
     This job was not recorded in the maintenance management software because it was too small. It was assigned to a routine work order number established to accumulate all the small jobs. Only the mechanics' time and occasionally some chain and links were recorded. Although the nature of the job was not recorded in the software, it was usually listed in the shift notes. The shift notes were used by the next shift to find out what jobs needed to be finished and to get a sense of the mechanical condition of the plant.
     Why did this job persist over the years? We can assume that if the cause had been obvious the mechanics would have corrected the problem. But in this case, the cause was not obvious. A little bit of logic applied to the problem would have led to the solution, but it was not applied. Why not? There are several possible reasons:
  • The mechanics were busy and could not spend the time 
  • The mechanics were not trained to use a logic method to deduce causes 
  • The mechanics' paradigm was to find solutions, not causes 
  • Solving small problems that no one knows about gets no recognition and may actually hurt job security.
     But isn't there a troubleshooting motive in all of us? By definition, a troubleshooter is a person who locates and corrects problems that interfere with the flow of work. The mechanics in our story rightly can be called troubleshooters. They located the problem and corrected it, time after time.
     Troubleshooters "take a shot" at an answer to a difficult problem. They try, attempt, or guess at the answer. We clearly do not want troubleshooters to solve our problems. Indeed, it is time to lay the term troubleshooter to rest.
     What we need in today's environment is something much more precise and fulfilling. The proper term is analyst. The analyst breaks open the whole and examines the parts. An analyst also considers the parts in terms of the whole.
     The problem of the chain breaks was eventually solved when someone reviewed 6 months' shift notes for repeaters. That person found that the chain problem occurred an average of twice a shift. Further examination found that if the mechanic took the time to realign the sprockets, the frequency dropped off to once a shift or less. Without alignment the problem occurred three and four times a shift. Further inquiries into the purchase of chain and chain links revealed how much money was being spent for parts. In total, the problem of sprocket chains was costing $25,000 a year.
     The analyst next developed a simple logic tree to determine causes. He drove the tree down to engineering deficiency. He then went back to the original design to verify his hypothesis. He found that the design engineer had misplaced a decimal, causing the feeder to turn 10 times faster than intended. Once the mechanical cause was determined, the solution was simple: Change the sprocket sizes, align them, and install new chain. The problem disappeared. This procedure was not troubleshooting. Analysis solved the problem.
     Several thoughts arise from this story. For example, it is unlikely that analysts will emerge in a troubleshooting environment. The pressures that create and nurture a troubleshooting environment will not develop or support analysts. It is not hard to picture an environment where the thrust is always to keep the processes running. When machines break down, the pressure is clearly to get them up and running again. This scenario is the perceived environment in most manufacturing facilities.
     Managers create this type of environment when they consistently ask for runability and not for precision. Real solutions to problems are unlikely to be found when the persistent question is, "When are we going to get started again?" and not, "Have we taken the time to make sure our assemblies and installations are precise?"
     On the positive side, every plant has a cadre of potential analysts in hourly operators and mechanics. To access this potential the plant must provide
  • Effective training in competency-based failure analysis that is designed specifically for busy field people 
  • Management systems that address the need for releasing time for continuous improvement and providing needed support mechanisms 
  • A means for mentoring to assure that analysts grow in the proper experiences and that the necessary support cultures emerge.
     A great deal of money can be saved and profits can be made through a vehicle as just described. Estimates project that every dollar spent in creating and nurturing this new way of approaching problems will yield more than eight dollars in return.
MANAGING CHANGE
     Many of us tend to resist change whether in our work habits or our personal lives. The status quo, however inefficient or unfulfilling, is familiar and comfortable. Implementing new ideas or new ways of doing things creates uncertainty, suspicion, and a fear of the unknown in workers, supervisors, and managers alike. The key to moving successfully beyond the status quo is careful management of the change process. Here are a few key points to keep in mind in that regard:
  • Plan. Set clear and measurable goals and objectives. Establish time lines and methods of evaluating progress at steps along the way. Think for the long term and be prepared to make the investment in time and dollars necessary to achieve success. 
  • Rouse employees. Let workers know that the new approach has the full commitment of the company and its management. Build their enthusiasm, emphasize the importance of their roles in the process, and reassure them about job security. (This last issue is especially important in an era of downsizing and fear of job loss.) 
  • Support with management systems. Make sure your management and administrative systems concur with the changes being made. 
  • Provide training. Equip employees at all levels with the knowledge and skills necessary to perform their new roles effectively. Approach training as a long-term, comprehensive system rather than a one-time short course in new techniques. 
  • Mentor. Train supervisors to be teachers and coaches rather than taskmasters or overseers. Make them drivers and proponents of the change process and support them in their efforts. 
  • Celebrate. Enjoy the fruits of success and share those fruits with employees. Recognize and reward new ideas and positive change in work habits and attitudes at every level.
 
     Troubleshooting is an arcane term that conjures up images of on-the-spot evaluation of mechanical failures and quick decisions on courses of action. If a failure repeated, the need to make speedy decisions was even more urgent because the only thing that mattered was re-establishing product flow. That type of environment was devoid of precision based on careful analysis. We know it was wasteful because we have found that we could not compete in a world of innovative thinkers who are learning and applying newer, more insightful approaches.
     Although most thoughtful executive managers are driving change through one medium or another, field people (including many of their managers) continue to use the paradigms of the troubleshooting era.
     To change a culture takes courage -- the courage to be bold and perhaps a little bit outrageous. The change agent must
  • Have a plan for change 
  • Get the attention of the employees, hence the need to be somewhat bold and outrageous 
  • Put in place new or modified management systems to support new desired behaviors 
  • Provide appropriate and effective training in new skills needed 
  • Install a means for mentoring the desired change 
  • Design a system of recognition, rewards, and celebration designed to drive commitment and behavior to predetermined results.
     The new manufacturing culture that is emerging is focused on preventing failure. It demands a precision environment. This new culture does not accept failure, particularly chronic failure, as part of the norm or routine.
     Every mechanical and process failure and every chronic administrative delay are analyzed for root causes, and solutions are applied only if they emanate from this careful analysis.
RCI Offers the full range of Reliability Consulting Services and Training Programs for Industry. We conduct facilitations, reliability assessments, FMEA & Root Cause Failure Analysis Training - Public & On-Site.
For more information contact:
Reliability Center, Inc.
P.O. Box 1421
Hopewell, Virginia 23860
Phone: (804) 458-0645
Fax: (804) 452-2119
Website: http://www.reliability.com
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