• Home
  • Skills
  • Licenses | Certificates
  • Project Overview
  • Documents

Project Overview

Greenbelt Projects

Two projects were completed to earn the Certificate in Lean Sixth Sigma Greenbelt. 

See below for an overview and description of each project.

Project #1: Customer Procurement

Problems

  • The current system didn't have the capabilities to meet customer requirements pertaining to Purchase Orders
  • Service Specialists didn't have the ability to add a PO# accurately to the invoice at the time of service.
  • Not informed when PO expires until Invoice is past due (increased Days Past Due)

Findings

  • Days Past Due had increased
  • customer disputes had increased
  • man hours chasing PO#s increased.
  • System not able to update PO and reissue invoices
  • Product Sales could not be changed after invoice was created
  • Customer complained of having to repeatedly submitting PO#s 
  • Customer not having a dedicated place/email to remit PO documentation.


Recommendations Made & Improvements Made: 

  • The team created an dedicated email address for PO submission. 
  • Development to improve the system; including updating PO#s and reprinting invoices; making alerts on accounts to advise when PO numbers are required; and creating a "PO Burn" capability to calculate when a PO is about to run out of funds.
  • Automated customer communication to alert when Blanket POs are about to expire.
  • Service Specialists now have the capability to update/add PO#s to service invoices in the field.
  • Holding/rejecting Product sales when the customer has a PO is requirement until a PO number is provided with the order request.

Project #2: Benefit Tracking and Process Development

Problems

  • Current benefit program not tracked/confirmed for eligibility
  • Customers take advantage of program and misuse/abuse the program
  • Field not responding to requests for approvals

Findings

  • Customers have exceeded limits
  • Customers received benefit reimbursements when they shouldn't have (disqualified)
  • Customers falsifying information to obtain benefit
  • Customers not following procedure to ensure they qualify for benefit


Recommendations Made & Improvements Made: 

  • Tracking system created in PowerBi to ensure abuse is limited/prevented
  • Field management provided explanation of what the benefit is, why we need their review and submit approval - QRGs created
  • Electronic forms created for submission process to ensure all requirements are met and documents are included.
  • Process documented and Procedure created and documented.
  • QRGs created for internal and external use.

  • Home
  • Skills
  • Licenses | Certificates
  • Project Overview
  • Documents

Copyright © 2026 Tami Stai - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept