Copyright 2016 The evsm Group, All Rights Reserved. Deny. Approve. Customer Incoming Demand. Create Technical Proposal. Qty=50. Create Review Package

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1 Quick Transactional Pro Tutorial This tutorial will guide you through the steps to draw a simple map, perform common calculations, and plot charts using the Quick Transactional Pro stencil. Z Customer Incoming A A Create Technical Proposal Qty= A8 Prep Check A A8 App A Qty=8 Create Review Package A A7 Weekly Proposal s Review A9 or Reject A9 A6 A Qty= Viewing/printing evsm Tutorial: This tutorial is designed for two page layout. If printing, you will need double-sided print. For on-screen viewing, save the PDF file to your PC and then open it in Acrobat Reader (not in a web browser). In the Acrobat menus, click View>Page Display", make sure Show Cover Page in Two Page View is checked and then select "Two Page View. Copyright 6 The evsm Group, All Rights Reserved

2 Step : Start evsm On your Desktop, click the Start evsm icon. If you see a message like this, you must Enable macros. Click Trust all from publisher to avoid the security notice in future. Click to enable macros. Copyright 6 The evsm Group, All Rights Reserved

3 Copyright 6 The evsm Group, All Rights Reserved

4 Step : Learn evsm Basics 6 If the buttons in the toolbar disconnect, Save the drawing, close Visio, and re-open the drawing to continue working. 7 Avoid re-sizing evsm shapes. Instead grow the drawing page when needed. To resize the page, hold down the Ctrl key, and then drag any page edge to the required size. This method works on all four edges of the page. 8 Save your Visio file and then insert a new page via the rightmouse menus on the page-tabs. VSM Quick_eVSM Copyright 6 The evsm Group, All Rights Reserved

5 evsm Help resources are available in the Learn module of the toolbar. Hover over each help button and learn what it does. To edit any text, just doubleclick it. To move text relative to the shape location, use the Visio Text Block Tool located by the Text Tool in the Visio Standard toolbar. Blue icons in the main stencil represent families of shapes. Drag out the Transport icon. Daily Use the shape s right-mouse menus to turn it into a car Zooming: -Ctrl + Shift = Drag Zoom Options -Whole page view in Visio /7: Ctrl + W -Whole page view in Visio /: Ctrl + Shift + W Copyright 6 The evsm Group, All Rights Reserved

6 evsm Data QuickTrans Pro 8... Step : Initiate the map for Quick Transactional Pro Z Click the Open button. Select Transactional Pro and click OK. Open Customer Input Customer Incoming Customer Align all new shapes to the grid as you drop them. Time Center Drag out the two red icons first. This is very important! Enter the incoming customer demand here. Double-click the unit field to change it Red shapes identify the application stencil and MUST be the first things dropped onto a new page Enter available hours per day here. This is actual work hours after subtracting break time. Year s 8 Copyright 6 The evsm Group, All Rights Reserved

7 Copyright 6 The evsm Group, All Rights Reserved

8 evsm Data QuickTrans Pro 8... Step : Draw the flow Z Customer Incoming Complete as shown below, including annotation and data values. Activity Center Customer The green shapes are called Centers. Drag out the centers to represent the flow. A6 Qty= A7 Create Technical Proposal Split Center A Qty=8 A Create Review Package A Queue Center A Qty= A8 Do not change any blue fields. These will get calculated automatically later. 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

9 Copyright 6 The evsm Group, All Rights Reserved

10 evsm Data QuickTrans Pro 8... Step : Draw the flow Z Customer Incoming Customer A7 Decision Center A6 Qty= Create Technical Proposal Join Center A Qty=8 A Create Review Package A Terminate Center A Qty= A8 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

11 Complete as shown below, including annotation and data values. Double-click the Terminate Centers to add text. A % Auto % A9 A Weekly Proposal s Review A or Reject A7 % Auto % Double-click on the unit to change it into a different one via the form wherever needed Make sure you use the right units everywhere! Copyright 6 The evsm Group, All Rights Reserved

12 evsm Data QuickTrans Pro 8... Step 6: Sequence Arrows Z Click the Sequence button to attach sequence arrows. Sequence A Customer Incoming Customer A6 E Qty= A7 Create Technical Proposal F A B Qty=8 A Create Review Package C A D A Qty= A8 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

13 Sequence arrows are needed for upstream and downstream calculations. To add them, hold down the SHIFT key and select the green shapes in the order shown here. A7 J % Auto % A9 G A Weekly Proposal s Review H A I or Reject A8 % Auto % You can draw sequence arrows between small groups of shapes. You do not have to do the whole set in one go. Copyright 6 The evsm Group, All Rights Reserved

14 evsm Data QuickTrans Pro 8... Step 7: Sequence Arrows part Z Click the Sequence button Sequence arrow visibility add attach sequence can be switched on and off arrows. using the Show Seq. button. Sequence Show Seq. Customer Incoming Customer A7 A6 Qty= Create Technical Proposal A Qty=8 A Create Review Package A A A B Qty= A8 C Hold down the SHIFT key again and select the green shapes in the order shown here. 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

15 The sequence arrows are now connecting route one. A7 % Auto % A9 D A Weekly Proposal s Review A or Reject A8 % Auto % There is generally only ONE sequence arrow between any two shapes Copyright 6 The evsm Group, All Rights Reserved

16 evsm Data QuickTrans Pro 8... Step 8: Sequence Arrows part Z Customer Incoming Customer Click the Sequence button add attach sequence arrows. Sequence A6 Qty= A7 Create Technical Proposal A Qty=8 A Create Review Package A A Qty= A8 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

17 A7 % Auto % A9 A Weekly Proposal s Review A A or Reject A8 B % Auto % Hold down the SHIFT key again and select the green shapes in the order shown here. Copyright 6 The evsm Group, All Rights Reserved

18 evsm Data QuickTrans Pro 8... Step 9: Sequence Arrows part Z Customer Incoming Customer Click the Sequence button add attach sequence arrows. Sequence A6 Qty= A7 Create Technical Proposal A B Qty=8 A Create Review Package A A Qty= A8 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

19 Hold down the SHIFT key again and select the green shapes in the order shown here for the loop back. A7 % Auto % A9 A Weekly Proposal s Review A or Reject A A8 % Auto % Copyright 6 The evsm Group, All Rights Reserved

20 evsm Data QuickTrans Pro 8... Step :Sequence Arrow add-ons Z Customer Incoming All of the centers are now connected with sequence arrows. Customer A7 Sequence Center A6 Qty= Create Technical Proposal Flow % Max Traversals A Qty=8 A Create Review Package A It s a good idea to color loopback arrows in red to make them standout. Make sure all arrowheads are in the correct direction A Qty= A8 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

21 Drag out the Flow % and glue to the sequence arrow. A red glue connection will appear in the middle indicating it is glued to the arrow. Fill in the appropriate Decision as well as Flow % values. Note that a decision center MUST have Flow % values that equal. A8 Flow % % A9 A Weekly Proposal s Review A or Reject Flow % 6 % % Auto % A9 % Auto % LoopBack Flow % % Max Traversals Tr Drag out the Max Traversals add-on and glue to the Flow % add-on and change the value. If you need to adjust a sequence arrow, select the sequence arrow, then drag the yellow diamond to the desired spot. Copyright 6 The evsm Group, All Rights Reserved

22 evsm Data QuickTrans Pro 8... Step : Add-on variables Z Activity Center Customer Incoming Customer A7 Activity Batch Qty Activity Time Yellow add-ons are additional variables that can be added to each center. Drag out and glue the appropriate add-ons for each Activity Center. A6 Qty= Create Technical Proposal Activity Rep Time A Qty=8 A Create Review Package A A Qty= A8 6 Year s 8 Copyright 6 The evsm Group, All Rights Reserved

23 A Flow % % A9 A Weekly Proposal s Review A or Reject Flow % 6 % % Auto % A6 LoopBack Flow % % Max Traversals Tr Activity Time Batch Qty Make sure the units for each variable are correct. Double-click to change them. % Auto % Be careful about numerator and denominator units when changing units Copyright 6 The evsm Group, All Rights Reserved

24 evsm Data QuickTrans Pro 8... Step : Perform calculations Z Click the Check button and fix any problems flagged. Check Click the Solve button to calculate. Solve Customer Incoming Customer. A7 A6 Qty= Create Technical Proposal A Qty=8 A Create Review Package A A 6. Qty= A Year. s 8 Copyright 6 The evsm Group, All Rights Reserved

25 A6 Flow % %. A9 A Weekly Proposal s Review A or Reject Flow % 6 % %. % A % 8.8 %. Activity Time When complete, note that all blue values show calculated results. Batch Qty. LoopBack Flow % % Max Traversals Tr Copyright 6 The evsm Group, All Rights Reserved

26 evsm Data QuickTrans Pro 8... Step : Route Markers Z Route Marker Customer Incoming Customer Route s name The Route Markers are used to specify which A activities a route passes through, which get merged to create Qty=8 the A Drag out a Route Marker and glue the Leader Line to the Create Review Package until a red glue connection appears. Prep Create Review Package A6 A Qty= A. 6. Qty= A7 A8 Create Technical Proposal Type a. name, Prep into. the xx field. 6.Try to make Route. Marker names unique Year. s 8 Copyright 6 The evsm Group, All Rights Reserved

27 Add the other three Route Markers with the labels shown, and glued to the appropriate center. Make sure to Solve again after adding any Route Markers. Solve A6 Check Flow % %. A9 A Weekly Proposal s Review A or Reject Flow % 6 % %. % A6 App % 8.8 %.. LoopBack Flow % % Max Traversals Tr Activity Time Batch Qty Copyright 6 The evsm Group, All Rights Reserved

28 evsm Data QuickTrans Pro 8... Step : Route Table Z Customer Incoming Customer. A7 A6 Qty= Create Technical Proposal. Prep A Qty=8 A Create Review Package A Drag out the Route Table shape A 6. Qty= A8.. Route Table Year. s 8 Copyright 6 The evsm Group, All Rights Reserved

29 Route Summary Route Name Txt Prep Check App App Prep Check Prep Check Ap p App Prep Check Prep Check Prep Check De ny Route Traversals / Route % % Cumulative Route % % Lead Time (longest) Total Total Percent % Termination Name Txt 7 The Route Markers now show the sequence of the marked activities that each Route that passes through. A6 Check. %. % A9 A Weekly Proposal s Review A or Reject A6 App Use the Sort Table right-mouse option to sort the table by the various columns. Activity Time Batch Qty Route Table. 6. Right-click and select Edit Table to configure the Route Table columns. Uncheck Period Cost, and Cumulative Cost % and click OK. 7. % 8.8 % Use the Filter Table right-mouse option to filter rows in the table. Right-click and select Plot Table. Copyright 6 The evsm Group, All Rights Reserved

30 Transactional Pro Route Table Route Table Route Table Plot Table Edit Table Sort Table Filter Table Export Table Route Summary Route Name Txt Route Traversals / Route % % Cumulative Route % % Lead Time (longest) Total Prep Check Total Percent % Period Cost $/ Cumulative Cost % % Termination Name Txt Transactional Pro has a customizable Route Table. Right-click the Route Table shape and select Edit Table for visibility settings of variables in the table. Use the Only show summary data for quickly plotting summary data only. Once you have clicked OK, you can rightclick the Route Table shape and click Plot Table to plot. Once you have seen the values, and would like to sort the values based on the following variables, right-click the Route Table and select Sort Table. Copyright 6 The evsm Group, All Rights Reserved

31 Route Marker Route Markers are used to specify which center a route passes through, which get merged to create the Route s name. Drag out a Route Marker and glue the Leader Line to a center. Type a unique name to avoid confusion. After adding all markers to the map, you must click the Solve button. Solve Route Marker A Check Create Review Package.. You can filter the Route Table by showing routes that have a certain Route Percentage, Period Cost, or by specific Route Markers. If you connect Route Markers to Termination Centers, you can filter table summaries for each termination point by selecting the appropriate marker in the form. Use the right-mouse menu option of Filter Table for the Route Table. Lastly, you can export the entire table to Excel by right-clicking the Route Table and selecting Export Table. Cumulative Cost % Cumulative Route % Lead Time (longest) Period Cost Route % Route Activity Ratio Route Lead Times Total Route Name Route Process Times Total Route Traversals Termination Name % % $/ % % Txt / Txt RT Prep Check.%.%.88..% 67.%. Prep Check. Copyright 6 The evsm Group, All Rights Reserved

32 evsm Data QuickTrans Pro 8... Step : Plot Lead Time chart Z Right-click the icon and select Edit Ladder Chart Data. Customer Incoming Customer. Lead Time Drag out two Route Filter Shapes and glue to the Lead Time Chart icon. Double-click one of them to change it to Route. A Qty= A Create Technical Proposal Right click Prepthe icon and select Plot Ladder Chart to plot A Qty=8 A Create Review Package A Route Filter Lead Time Chart Drag out Lead Time Chart icon.. 6. Year Longest Lead Time Segments for each Route A6 Qty= A7.. A - Qty=8 A - Qty= A - Create Review 6. Package A - Create Review Package A Qty= A6. - Qty=. s 8. Copyright 6 The evsm Group, All Rights Reserved

33 Route Summary Route Name Txt Route Traversals / Route % % Cumulative Route % % Lead Time (longest) Total Total Percent % Termination Name Prep Check App Route App Prep Check Prep Check Ap Table p App Prep Check Prep Check Prep Check De ny Txt Match the X-Axis Scale by first selecting Manual and setting the scale to. inches per unit, then click OK. A Check. %. % A8 A9 Weekly Proposal s Review A or Reject A App % 8.8 %. A7 - Create Contract A7 - Create Contract. 6. Activity Time. Batch Qty. A9 - A9 - Weekly A - A7 - Weekly Proposal s Create Review Create Proposal s Review Package Contract Review A9 - Weekly Proposal s Review. Prep Check App Prep Check Prep Check A pp Legend VA DT Eff DT Copyright 6 The evsm Group, All Rights Reserved

34 evsm Data QuickTrans Pro 8... Step 6: Adding resources Z Delete the Lead Time chart shape from the map to improve calculation times for future steps. Click the Show Seq. button to hide the sequence arrows. Show Seq. Customer Incoming Customer. A A Qty= Create Technical Proposal. Drag out the Centers and fill in the data. A Qty=8 A Prep Create Review Package A Center Select a Center, and then press the SHIFT key and select the activity center that the resources are being piped into. Then click the Auto Pipe button in the toolbar. for the rest of the resources A Quantity Time Rate Sales. RQ 6 $. Efficiency 8 % A6 Technical Quantity Time Rate A 6. RQ $. Efficiency 8 %. 6. Qty=.. 6. A Copyright 6 The evsm Group, All Rights Reserved

35 Route Summary Route Name Txt Prep Check App App Prep Check Prep Check Ap p App Prep Check Prep Check Prep Check De ny Route Traversals / Route % % Cumulative Route % % Lead Time (longest) Total Total Percent % Termination Name Txt 6 Click the Solve button to incorporate the resource data. Solve Route Table A8 Check. %. % A7 A8 Weekly Proposal s Review A9 or Reject A9 App. Fill 6.in the Pipe Arrow data % 8.8 % 6 Activity Time. 6.. Batch Qty. A7 Legal Quantity Time Rate. RQ $. s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

36 evsm Data QuickTrans Pro 8... Step 7: Balance Chart and Activity Cost Chart Z Customer Incoming Customer. Right click the icon and select Plot Chart to plot. A Qty= A Balance Create Technical Proposal. Prep A Qty=8 A Create Review Package A Drag out the Balance Chart icon A6. 6. Qty= A7.. Balance Chart Cost Chart Drag out the Cost Chart icon A Quantity Time Rate Sales. RQ 6 $. A Technical Quantity Time Rate 6. RQ $ Efficiency 8 % Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

37 Year s 8 Balance Chart Create Contract / Create Review Package Create Review Package A Create Technical Proposal Create Technical Proposal A Create Contract A Effective Time Reqd First Time Reqd Legend Sales Technical Legal A Check. %. % A8 A9 Weekly Proposal s Review A or Reject A App % 8.8 %. 6 Activity Time Batch Qty Right A click the icon and select Plot Chart to plot $/ Activity Costs First Time Cost Cost Legal A A A7 A9 Legend Quantity Time Rate. RQ $. Efficiency 8 % Activity Cost Create Review Package Create Technical Pr.. Weekly Proposal s R.. Copyright 6 The evsm Group, All Rights Reserved

38 evsm Data QuickTrans Pro 8... Step 8: Add Kaizen Starbursts Z Click the Show Pipes button to hide the resource pipes on the map. Show Pipes Customer Incoming Customer. Right-click the starburst and select Edit Kaizen. A Qty= A Create Technical Proposal. Prep week back log A Qty=8 A Create Review Package A Drag out kaizen starbursts from the Quick Extras stencil on the right and fill in the problems. A Quantity Time Rate Sales. RQ 6 $. Efficiency 8 % A6 Technical A. 6. Qty= A6.. Quantity Time Rate 6. RQ $. Efficiency 8 % week queue for contracts. 6. Bottleneck at the process Kaizen Data Copyright 6 The evsm Group, All Rights Reserved

39 Route Summary Route Name Txt Prep Check App App Prep Check Prep Check Ap p App Prep Check Prep Check Prep Check De ny Route Traversals / Route % % Cumulative Route % % Lead Time (longest) Total Total Percent % Termination Name Txt Route Table A8 week delay from periodic meeting Check. %. % A7 A8 Weekly Proposal s Review A9 or Reject A9 App % 8.8 %. High percent of rework/change Activity Time Batch Qty. Make up and enter the impact and ease of A7 implementation for each starburst. Legal Quantity Time Rate. RQ $. s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

40 evsm Data QuickTrans Pro 8... Step 9: Plot the Kaizen Impact Matrix Z To generate a Kaizen report in Excel, click the Kaizen Export button in the toolbar. Kaizen Export Customer Incoming Customer. A A Qty= Create Technical Proposal. Prep week back log A Qty=8 A Create Review Package A Drag out the Kaizen Impact Matrix and right-click to plot A 6. Qty= week queue for contracts A6 Bottleneck at the process.. Kaizen Impact Matrix A Quantity Time Rate Sales. RQ 6 $. A6 Technical Quantity Time Rate 6. RQ $ Efficiency 8 % Efficiency 8 % Kaizen Data Copyright 6 The evsm Group, All Rights Reserved

41 Kaizen Impact Matrix Impact On Value week delay from periodic meeting Check A8. A7 A8 Weekly Proposal s Review A9 or Reject %. % A9 App Ease Of Implementation % 8.8 %. High percent of rework/change Activity Time Batch Qty A7 Drag out the Kaizen Key Creator. Quantity Time Rate Legal. RQ $. () week back log () week queue for contracts () Bottleneck at the process () week delay from periodic meeting () High percent of rework/change s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

42 evsm Data QuickTrans Pro 8... Step : Creating a future state map Z Use the Map Copy button to copy the whole map to a new page in the file. Map Copy Customer Incoming Customer. A A Qty= Create Technical Proposal. Prep week back log A Qty=8 A Create Review Package A A. 6. Qty= week queue for contracts A6 Bottleneck at the process.. A Quantity Time Rate Sales. RQ 6 $. Efficiency 8 % A6 Technical Quantity Time Rate 6. RQ $. Efficiency 8 % Kaizen Data Copyright 6 The evsm Group, All Rights Reserved

43 Route Summary Route Name Txt Prep Check App App Prep Check Prep Check Ap p App Prep Check Prep Check Prep Check De ny Route Traversals / Route % % Cumulative Route % % Lead Time (longest) Total Total Percent % Termination Name Txt Route Table A8 week delay from periodic meeting Check Flow % %. A7 A8 Weekly Proposal s Review A9 or Reject Flow % 6 % %. % A9 App % 8.8 %. High percent of rework/change Activity Time Batch Qty. LoopBack Flow % % Max Traversals Tr A7 Legal Quantity Time Rate. RQ $. s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

44 evsm Data QuickTrans Pro 8... Step : Hide/Show - Visualization Z Customer Incoming Customer. S. A S. Qty= A Create Technical Proposal. A S. Qty=8 A Prep Create Review Package S. A. S S Un. Da S. A. 6. Qty= S. A6.. A Quantity Time Rate Sales. RQ 6 $. Efficiency 8 % A6 Technical Quantity Time Rate 6. RQ $. Efficiency 8 % Kaizen Data Copyright 6 The evsm Group, All Rights Reserved

45 Click the Views button. Views Check the box for the S variable to make it visible on the map. and. A8 it y A7 S A8 Check. S Weekly Proposal s Review. A9 S or Reject. Flow % % S 8. 6 Flow % %. %. % A9 App % 8.8 %.. S LoopBack Activity Time. 6.. Flow % % Batch Qty. Max Traversals Tr A7 Legal Quantity Time Rate. RQ $. s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

46 evsm Data QuickTrans Pro 8... Step : Visualization Line Thickness Gadget Z Glue each end of the gadget to the Operation Tag. Customer Incoming Customer. S. Right-click the gadget and select Create Gadget by Example to create this gadget for the rest of the sequence arrows. A S. Qty= A Create Technical Proposal Drag the yellow flying glue connector to the S variable on the sequence arrow, and glue it. A red glue connection should appear on the variable confirming it is glued. A S. Qty= A Prep Create Review Package S A A S.. 6. Qty=.. S. 6. S. A S Un. Da.. A Quantity Time Rate Sales. RQ 6 $. Efficiency 8 % A6 Technical Quantity Time Rate 6. RQ $. Efficiency 8 % Kaizen Data Copyright 6 The evsm Group, All Rights Reserved

47 and. A8 it y A7 S A8 Check. S Weekly Proposal s Review. A9 S or Reject. Flow % % S 8. 6 Flow % %. %. % A9 App % 8.8 %.. S 6. LoopBack Activity Time. 6.. Flow % % Max Traversals Tr A7 Batch Qty. Drag out the Curve Tk Gadget from the evsm Icons stencil. Legal Quantity Time Rate. RQ $. s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved

48 evsm Data QuickTrans Pro 8... Step : Managing Gadgets Z To manage gadgets on the map, click the Gadgets button. Gadgets Customer Incoming Customer. S. You can use the Views form to hide the S variable, while still keeping the gadget visible. Views A S. Qty= A Create Technical Proposal. A S. Qty=8 A Prep Create Review Package S. A. S S Un. Da S. A. 6. Qty= S. A6.. A Quantity Time Rate Sales. RQ 6 $. Efficiency 8 % A6 Technical Quantity Time Rate 6. RQ $. Efficiency 8 % Kaizen Data Copyright 6 The evsm Group, All Rights Reserved

49 To hide/show a gadget, use the Visibility toggle. Use this dialog to rename, scale, color code, or delete the gadget and. A8 it y A7 S A8 Check. S Weekly Proposal s Review. A9 S or Reject. Flow % % S 8. 6 Flow % %. %. % A9 App % 8.8 %.. S 6. LoopBack Flow % % Max Traversals Tr Activity Time Batch Qty See how the gadget sizes to the demand value. A7 Legal Quantity Time Rate. RQ $. s 8 Year Efficiency 8 % Copyright 6 The evsm Group, All Rights Reserved