Wednesday, November 11, 2015

Armin Cruz on the Role of an Operational Excellence Coach and Leader


Armin Cruz on the Role of an
Operational Excellence Coach and Leader

Armin Cruz is a Six Sigma Master Black Belt that specializes in LEAN methodologies in the financial transactional industry.  Armin Cruz received his MBB while serving as a Vice President at Bank of America’s Process Excellence division.  Armin currently serves as Director and Head of Continuous Improvement for a public firm in the financial real estate and property management industry. Armin Cruz earned his MBA from the University of Phoenix, and his BA from the University of Texas at Dallas.  Armin Cruz lives in north Texas with his wife, three dogs and is anxiously awaiting his first baby boy in December.

The role of an operational coach can be a complex one, and is often shrouded in ambiguity.  The operational excellence coach must be sure to drive a few key critical components with complete candor to the senior executive leadership team.  The first is the ability to solve business problems.  Second, the coach needs to provide a clear definition of metrics to success and create action plans to close any gaps.  Third, and finally, the coach needs to be able to have a seat on executive steering committees.


Solving business problems must be in the wheelhouse of the operational excellence coach.  If you cannot describe your process to solving problems, you don’t know what you are doing is a phrase made famous by W. Edwards Deming.  If you are struggling on how to solve business problems, consider reading my white paper and reviewing my SlideShare titled “4 Steps to Solving Business Problems.”  In short, the operational excellence coach must

1) Define the environment

2) Define the objective

3) Create at least two avenues of approach

4) Conduct an after action review.

As you review the 4 steps, consider building a detailed plan around each step.  The details and the documentation is what will aid to keep you on track.

Once you know how to solve the problem, the operational excellence coach must consider the current reporting strategy.  Many organizations experience two dimensions of fallacies with data interpretation.  First, when organizations are heavily siloed and dependent upon their own reporting the unit may experience a bias.  The second dimension is in the nested hierarchical, or better a lack thereof.  The metrics and reporting system should (but often does not) have a nesting relationship in that one metric should flow to a group of metrics.  Then the group rolls up to an indicator, the indicators to a Key Performance Indicator (KPI).  This way, when you are at the top of the data model you know if you pull a lever what actions to expect at the ground level.

Third, the coach must locate and be an active member in executive steering committees. One cannot understate the value of understanding change as it occurs.  However, just as importantly as being aware is the ability to enact change as it happens.  The operational excellence coach must know when to act as an amplifier and change agent, and when to take corrective action to halt potentially disruptive change.

For more information about this topic, please review and follow me on twitter with @arminjcruz, or search About.Me for Armin Cruz.  Additionally, I am on SlideShare; please search Slide Share for a presentation titled “4 Steps to Solving Business Problems” by Armin Cruz. You may also reach out to me on my personal website and request more detailed information.


Point of Contact:

Name: Armin Cruz
Phone: (972) 333 – 9502




















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