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Value Stream Mapping Software vs Paper and Whiteboards

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Value stream mapping software or paper? See when pencil and whiteboard win, what a VSM tool adds, how to choose one, and a hybrid workflow for lean managers.

Value stream mapping software stores, shares and calculates a map. Paper and whiteboards are better for drawing it. The lean writers I checked suggest both, in order: draw the first current state map by hand on the floor, then move it into a tool if you need to share it, keep it up to date or test changes. This guide is for lean managers who must decide how their team should map. It explains where paper wins, what software adds, how to choose a VSM tool and what a hybrid workflow looks like.

Key points

  • Several lean practitioners draw the first current state map on paper at the workplace, because paper is quick, portable and easy to change.
  • Software helps most after the first draft: it stores and shares maps, calculates lead time and value-added time, and makes what-if changes quick.
  • A map drawn at a desk or in a meeting room shows how people believe the process works, not how it works.
  • A hybrid workflow is common: draw on paper on the floor, with the team, then move the finished map into a tool.
  • Choose a tool by the questions you need answered, such as calculation, sharing and data import, and not by the number of features.

When are paper and whiteboards the better choice?

Value stream mapping is a method for drawing every step of a product's journey, material and information, from supplier to customer. It gives an end-to-end view of the process flow, and it is a core tool of continuous improvement in production and supply chain work. The Lean Enterprise Institute's workbook Learning to See describes mapping as a pencil and paper tool. Its first part presents the map as a way to visualize material and information flow.

Christoph Roser of AllAboutLean makes the practical case in his article Practical Tips for Value Stream Mapping. He prefers pencil and paper, because it is quick, easy to change with an eraser and portable. He suggests A3 paper: big enough for the data, small enough to carry on the shop floor. He ranks magnetic cards or sticky notes on a whiteboard as better than pre-printed pin boards, but still behind pen and paper, because they tend to keep the mapping stuck in a conference room. He is critical of PowerPoint, Excel and Visio for the first draft. Computers make teamwork harder, need a desk and take time away from solving problems.

Roser also points to a deeper risk. A map drawn in an office shows how things should be, not how they are. Draw the current state on the shop floor, and check the data yourself instead of relying on what people tell you.

Ron Pereira of Gemba Academy takes a similar line in Do you Use VSM Software?. He starts with pencil and paper, since his maps always need revisions. He keeps the paper version on a wall during the move from current to future state, so everyone can see it. In the comments, Mark Graban says the discussion matters more than the map, and that teams should map and observe in the actual workplace.

What does a VSM tool add?

Paper has limits. It is hard to copy, easy to lose and slow to recalculate. A VSM tool, meaning any software that draws and calculates value stream maps, helps with the steps after the first draft:

  • Storing and sharing. Anyone can open the same digital value stream map, comment on it and print it. Mark Graban, in a blog post asking whether VSM software is worth it, says he draws maps on butcher paper with sticky notes and uses Visio mainly to email them.
  • Clean symbols. A symbol library and a VSM template save time and make maps look the same across sites.
  • Calculation. One commenter on Graban's blog finds the automatic calculation of value-added and non-value-added time in eVSM useful. Pereira says that once his team was happy with a map, he moved it into software and documented even a complex map in under 30 minutes.
  • What-if changes. You change a batch size or a stock level and see the new lead time at once, without redoing the sums. You can also see where the bottleneck moves.
  • Metrics. Many tools show lead time, cycle time and takt time next to the map, so you can plan optimization steps and identify bottlenecks with the numbers in view.
  • History. You keep the current state map next to every later one and see what changed.

Digital value stream mapping can go further than drawing. Some tools read data from other systems, so the map is based on records and not on one walk. In the comments to Roser's article, Michael Clayton suggests checking the data from the walk against MES or other reporting systems, and understanding how that data is entered. A later article in this series covers data-based mapping in detail.

This guide covers factory value streams. Software teams use the same idea and similar tools to map the flow of work from idea to release, but the symbols and data differ.

Be careful with the sources. Two of the comments on Graban's post come from software vendors, and the post notes their interest. Weigh such comments with that in mind.

How do you choose value stream mapping software?

Graban is skeptical of software unless it supports an existing business process or makes people's work easier. That is a good test. Ask what your team needs to do, then compare tools against it. These criteria are my suggestions, not rules from the sources:

  1. Does it support the standard symbols and the timeline? The map must look like the maps in your training material.
  2. Does it calculate lead time, processing time and value-added time? Check that you can see and change the formulas.
  3. Can several people work on the same map? Maps need discussion, and discussion helps the team align on one picture.
  4. Can it take data from your systems? Importing cycle times and stock saves hours, but you still check the numbers on the floor.
  5. Can you create several states? You need a current state, a future state and later versions side by side.
  6. Does it work on a tablet or phone? If it does not follow you to the floor, you will still carry paper.
  7. What does it cost to learn and run? Count training time, licences and the effort to keep the data current.

Test any tool on a map you already drew by hand. If it takes longer than the paper version to get to the same picture, it may not suit your team.

Example: a hybrid workflow for one product family

This is an illustrative example with made-up numbers, not a measured case. A lean manager maps one product family. Demand is 150 units per day, and one working day has 25,200 seconds.

On paper, on the floor. Three people walk the flow and draw it on A3 sheets. They record six steps with cycle times of 30, 45, 60, 40, 50 and 25 seconds. Stock in front of each step is 450, 300, 300, 150, 150 and 75 units.

Calculate. Days of stock are stock divided by daily demand: 3, 2, 2, 1, 1 and 0.5 days. The total is 9.5 days, or 9.5 × 25,200 = 239,400 seconds. Processing time is 30 + 45 + 60 + 40 + 50 + 25 = 250 seconds. Lead time is 239,400 + 250 = 239,650 seconds, a little more than 9.5 working days. If 160 seconds of the processing time is value-added, the ratio is 160 ÷ 239,650 = about 0.07 percent.

Test a change. The team asks: what if smaller batches halve the stock in front of the first three steps? Those stocks become 225, 150 and 150 units, or 1.5, 1 and 1 days. Total waiting time falls from 9.5 to 6 days, or 151,200 seconds. Lead time becomes 151,450 seconds, and the ratio rises to about 0.11 percent. Lead time is 3.5 days shorter, about 37 percent.

Move to a tool. The team puts the finished map into software. Now they can test ten more cases in minutes and share the result with the plant manager.

The arithmetic is not hard. A spreadsheet can do it. The gain from a tool is that you can ask many what-if questions, keep versions and share the result. The gain from paper is that the team sees the flow with their own eyes first.

Common mistakes

  • Buying software before learning the method. A tool does not teach you which flow to map or how to read it. Draw a few maps by hand first.
  • Mapping at a desk. A map drawn away from the floor shows the ideal, not the real process. Walk the flow and count the stock yourself.
  • Adding detail because the tool allows it. Roser suggests 4 to 15 process boxes as a sweet spot and warns that more than 30 is a waste of time. Keep the map on one sheet.
  • Trusting imported numbers blindly. Data from systems may not match what happens on the floor. Check a sample with a stopwatch or a count.
  • Treating the map as the result. The goal is a plan and an improved flow. A polished picture is not a result, and an improvement initiative needs owners and dates.
  • Never updating the map. A map that never changes describes a plant that no longer exists.

How software can help

Once you have the method, software can keep maps current. iFAKT's Polaris VSM is a module of iFAKT Polaris for data-based value stream mapping. It models material and information flows collaboratively and makes waste and bottlenecks visible. Whichever tool you choose, draw the first map on the floor and check every number you cannot see yourself.

Next step

Draw one current state map on A3 paper this month, and write down where you wished for a calculator or a way to share it. Then use that list to judge any value stream mapping software against the real needs of your team.

Entities in this article

Polaris VSM Value stream mapping

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