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The practice of lean management (LM) principles has given firms, from a variety of sectors, quantum jumps in productivity and performance. India is at the cusp of a major leap in economic growth, and adoption of LM is a must for ramping up the rate of growth of the GDP speedily, if the government is really intent on achieving its objective of becoming the third or fourth largest economy soon. This paper aims to study the status of implementation of LM in the LM Leaders (LML’s) in the Indian industry, to understand if they are ready to accept the challenges ahead.

This is an exploratory research study. To study the level of maturity of LM in Indian industry, the authors selected the LM Leaders in the Indian industry (LMLII). By using a well-known survey instrument – the Lean Self -Assessment Tool (LESAT), Version 2.0 – designed and developed by MIT, the authors conducted a longitudinal survey over the period 2013 to 2016, a four-year duration. Surveys were conducted every year.

Survey results show an improvement in the overall average of “current state” scores between the years 2013 and 2016, indicating that LMLII’s have improved upon their LM adoption during these years. However, there is a striking gap between “where the industry wants to be” and “where it currently is”. This could drive future improvements. Based on the survey results, this paper draws lessons and proposes action points on how to improve the adoption and diffusion of LM principles and practices in the LMLII. Factors which need to be addressed to reinvigorate the practice of LM have been identified and classified as urgent, immediate and short term.

While many “snapshot” studies have been done to study LM in Indian industry, a longitudinal study has not been done. Moreover, previous studies administer questionnaires to one company (case study method) or a group of companies in a sector of the industry. Thus, there was a research gap. A longitudinal study will help us take a holistic approach. In addition, studying LMLII will provide data from the most serious adopters of LM. Both these will add value to the current research on LM in Indian industry. The results will also help the LMLII’s to further improve the practice of LM in a systematic and rigorous way. However, as the study is limited to the LMLII, it would not be possible to apply the knowledge to the Indian industry as a whole. For doing so, one would need a larger, more representative sample.

Using this paper, LMLII’s can develop practices which will improve customer satisfaction and reduce waste in manufacturing. They can ramp up LM intensity to make further quantum jumps in performance.

LM, in addition to improving the output/input ratio (producing more for less), also emphasises waste reduction, customer satisfaction and efficient operations. All these three factors are essential for sustainable and happy society.

The work is original. This is the first longitudinal survey of lean practices in the Indian industry to study cross-sectional practices, and the results will propel the Indian industry to intensify the practice of LM.

To identify the factors that need to be addressed by Indian industry to steeply ramp up its production and productivity in the coming years, so as to achieve the goal of the country becoming a 5 trillion dollar economy by 2025.

Lean Management Leaders in Indian Industry (LMLII), i.e. those companies in India who are well known for having adopted TQM, BE and Lean methods for many years, and achieved success in their business) in Indian industry were selected and surveys were done between 2013 and 2017, to assess the status of LM adoption, by using the LESAT (version 2.0) survey tool. A longitudinal empirical study has been done, over a period of five years, so that the identification of factors is based on a few years’ data rather than a one year, spot-check or snapshot view. A new method, titled the ‘Three Step Reverse Exploratory Factor Analysis Procedure (TSREP)’, has been attempted to identify the ‘root causes’.

LMLII's have improved in their adoption of LM over these years by about 10%. The root causes that can help in further advancement in adoption have been identified and classified under six component factors.

The identification of LMLII's has been done based on the experience and views of experts in TQM/ BE/ Lean in India. Since this is a first of such study (viz., the term LMLII is being defined and used for the first time), this methodology has been adopted. However, in future, a systematic way to assess the criteria for LMLII's could be designed. Secondly, the sample size of LMLII's needs to be fully representative of the industry.

By using the results of this study, Indian companies can accelerate their LM adoption programmes, leading to quantum jumps in production and productivity, so as to achieve the 5 trillion USD economy by 2025. The practical implications are immense.

Since LM is a bundle of Lean, TQM and BE, companies adopting LM will, due to the inclusion of waste reduction through 5S, JIT, kaizens and continuous improvement, address the Triple Bottom Line (TBL) protocol of the UN. TBL has comprehensive implications on society and environment, climate change and sustainability of business.

This work is original, at least in three ways. First, in the use of the concept of ‘LML’. Second, there is no previous longitudinal study done on Indian industry in LM. Third, the TSREP is being used for the first time. The value of this research is in its findings, in the identification of key factors for future growth and the use of a novel technique for improving upon the accuracy, analytical rigour and legitimacy of the results.

It is difficult for anyone to implement all the lean tools simultaneously. One of the core issues is identifying critical criteria for the successful implementation of lean manufacturing (LM) and evaluating them. The purpose of this paper is to analyze the causal relationships of LM criteria in a machine tool manufacturing firm located in national capital region of India using the Decision-Making Trial and Evaluation Laboratory (DEMATEL) method.

The research paper presents a blend of theoretical framework and practical applications. Based on literature review, 17 LM criteria were extracted that were validated by experts. A questionnaire was developed that was answered by experts serving in the XYZ machine tool manufacturing firm. Then, the DEMATEL method was applied to analyze the importance of criteria and the casual relations among the criteria were developed.

Using DEMATEL, the lean criteria were divided into cause group and effect group. In this study, information technology, computer-integrated manufacturing, enterprise resource planning, training, fixed position layout, smart processes and automation and concurrent engineering were classified in the cause group. Just in time, value stream mapping, 5-S, single minute exchange of die, visual control, job scheduling, standardized work, cellular manufacturing, poka-yoke, and total quality management were categorized in the effect group. The DEMATEL framework indicates that “training” is the most influencing factor for the lean implementation process in machine tool sector.

To know the key lean criteria and relationship among them can help many organizations to develop lean competencies. If the authors want to obtain high performance in terms of the effect group factors, it would be necessary to control and pay a great deal of attention to the cause group factors beforehand. This study is perhaps among the first few with focus on segmenting the set of lean criteria into some meaningful portions in order to effectively facilitate its implementation. The paper provides useful insights to the lean production implementers, consultants, and researchers.

Assessing the outcome of lean transformation journey has been of interest to both researchers and practitioners. Various qualitative and quantitative assessment methodologies have been proposed in literature to track and measure the degree of leanness attained. The purpose of this paper is to understand the evolution of this leanness assessment literature over different attributes and identify gaps for future research.

A detailed literature review of peer-reviewed journal articles and conference papers addressing leanness assessment was performed. Content analysis methodology involving a four-step process suggested by Mayring (2004) was adopted for this study.

The number of studies in literature on leanness assessment is low when compared to that in the area of lean implementation. Assessment methodologies developed are of wide range, varying from simple qualitative checklist to complex quantitative mathematical models. Following the trend of lean implementation literature, lean thinking assessment literature is also getting transformed from process-level monitoring to enterprise-level monitoring. Finally, based on this review, a simplified leanness assessment framework is proposed for future validation.

Only peer-reviewed journals and conference papers were analyzed, while excluding the manuals, reports, and white papers from practice. Clustering of leanness assessment literature revealed that future studies in this domain would fall into two major categories, namely manufacturing leanness assessment and service leanness assessment.

Practitioners can use this review study to choose a suitable methodology for assessing the leanness attained in their organization by controlling for the structural attributes identified.

This is the first paper to review the topic “leanness assessment.” The review analyzes the entire literature available on leanness assessment to summarize its current status and identify potential future directions.

The Toyota Production System has been studied for its business success for several decades. Many companies have tried to imitate but have not achieved Toyota-like results. Failure in the ability to replicate Toyota's supportive culture has been suggested as a cause for the lack of success. Studies on lean implementation have been conducted from external views focusing on visible indicators, but few seek the employee's perception of lean initiatives. The authors propose a Toyota Production System – Toyota Way (TPS-TW) model approach using employee perception and quantitative performance metrics.

This research represents an improvement of a lean assessment instrument using quantifiable performance metrics for validation and testing it in the Chinese automotive industry. A survey was developed and executed in the Chinese automotive industry with participants involved with lean implementation. Experts helped examine the content validity, and reliability analysis was used to study the structure of the assessment instrument and evaluate internal consistency. Confirmatory factor analysis and structured equation modeling were used to test the construct validity. Finally, survey results and actual performance were analyzed.

The results of this research validated the TPS-TW model and assessment instrument in the Chinese automotive industry.

This research validates an employee perception survey that can be utilized by organizations to understand the state of their lean implementation. The research supports the use of employee perception to reflect the reality of a lean initiative and proves the TPS-TW model is an effective theoretical framework for assessment.

The purpose of this paper is to present the “Assessment Model of Lean Effect” (AMLE), a theoretical model that measures Lean manufacturing implementation effect over the global performance of a company.

AMLE model is divided in two criteria types: the “Facilitators criteria” and the “Results criteria”. “Results criteria” are inspired from the European Foundation for Quality Management (EFQM), Global Reporting Initiative (GRI) and ISO 26000. The “Facilitators criteria” are based on the main philosophy of the Lean manufacturing, which is the total elimination of all types of waste. The development of the scoring scale was based on the results, approach, deployment, assessment and review (RADAR) philosophy and the experience of nine consultants from the automotive field; the choice of the consultants was based on three conditions. Furthermore, each consultant has his\her own weight according to its expertise. Lastly, the AMLE was validated via a case study set in an automotive industry company called FEBA. The validation process is divided in two different steps: the first step is related to Facilitators assessment and scoring; via the evaluation of the different projects implemented by FEBA to eliminate the different types of waste. The second step concerns Results assessment and scoring, via the evaluation of the performance measurements used by FEBA to assess the effect of the Facilitators' implementation.

The developed model (AMLE) enabled the Lean manufacturing effect assessment on the global performance of a firm from the automotive field. The case study results reveal that the aforementioned firm does not give priority to social measurements. Consequently, the performance of the firm was negatively impacted.

The criteria of AMLE are inspired from the definition of the Lean manufacturing given by Taiichi Ohno, from ISO 26000 and from GRI; meaning that these criteria could be adjusted if other references existed or developed. In addition, the scoring rules are established according to the experience of a limited number of consultants from the automotive field. The scoring rules establishment would lead to meaningful outcomes, if the number of participants was increased. During the assessment of the global performance, the perception of the auditor plays an important role in terms of scoring because the scoring rules allow the possibility to the auditor to give from the minimum to the maximum of the score, according to his perception and experience. For the case study, the validation of the developed model requires starting with the “Facilitators” implementation process and then measure the generated global performance. However, due to time constraints and limited opportunities for new projects, the validation was based only on existing projects managed by the firm. To address the study limitations, it is envisaged to detail and explain the scoring rules while extending the number of consultants. Furthermore, the assessment of Lean manufacturing global performance through the AMLE model may be subjective and requires a mathematical modeling. In fact, the Lean manufacturing performance assessment via the developed model could have a degree of subjectivity; that is why the design of a mathematical model seems required.

The research findings may direct practitioners and decision makers to the importance of assessing the global effect of the Lean manufacturing on the overall performance of the firm. The AMLE model is a tool allowing the assessment of Lean manufacturing effect over economic, environmental and social performances.

The developed model is the first one assessing the global performance generated by the elimination of waste via the application of the Lean manufacturing.

Numerous leanness assessment models were developed for both manufacturing and service sectors. However, little research effort was made to provide an instrument that can be used to measure the leanness level of the product-service system (PSS). This paper aims to propose an index to assess the leanness of PSS in a UK manufacturing company.

The development of the assessment model was carried out through an iterative process. Commencing from existing literature on lean manufacturing assessment and lean service assessment, the initial model for assessing PSS leanness was developed. This initial model was refined via two consecutive phases. The first one includes semi-structured interviews with academic researchers involved in lean projects where their comments were considered. In the second phase, semi-structured interviews with several experts working in different UK manufacturing industries and involved in lean and continuous improvement projects were conducted to reach the final assessment model. After developing the model, the next step was identifying a suitable company for applying the model. The case company was selected because of its commitment to implement lean practices and its ability to participate in this study. After that, data was collected from the case company and the PSS leanness index was calculated using a multi-grade fuzzy approach. Finally, areas for further improvement were identified and the results obtained were validated.

The PSS leanness index computed for the case company indicates that the service offering process provided by the company is generally lean. Areas for further improvement were identified.

This study focussed on a single case company and is based on the experts’ opinions; this may tend to be biased. However, future studies will be performed to multiple-case studies to enhance findings and more empirical research will be conducted to catch more insights into PSS leanness.

This paper provides guidelines to manufacturing companies’ managers for measuring the PSS leanness index and planning for the future. This index gives information regarding the degree of lean adoption in the service offering process and identifying the gap between the current PSS leanness level and the desired state.

The proposed model has been developed by the opinion of academicians and industry experts. The proposed model can provide guidelines and directions for managers for PSS leanness assessment.

Lean implementation is a strategic decision. The capacity of organisation to be “Lean” can be identified before lean implementation by assessing leanness of an organisation. This study aims to attempt developing a holistic leanness assessment tool for assessing organisational leanness.

A neuro-fuzzy leanness assessment model for assessing the leanness of a manufacturing system is presented. The model is validated academically and industrially by conducting a case study.

Neuro-fuzzy hybridisation helped assess the leanness accurately. Fuzzy logic helped to perform the leanness assessment more realistically by accounting ambiguity and vagueness in organisational functioning and decision-making processes. Neural network increased the learning capacity of assessment model and increased the accuracy of leanness index.

The industrial case study in the paper shows the results in telecom equipment manufacturing industry. This may not represent entire manufacturing sector. The generic nature of the model developed in this research ensures its wide applicability.

The neuro-fuzzy hybrid model for assessing leanness helps to identify the potential of an organisation to become “Lean”. The organisational leanness index developed by the study helps to monitor the effectiveness and impact of lean implementation programmes.

The leanness assessment models available in literature lack depth and coverage of leanness parameters. The model developed in this research assesses leanness of an organisation by accounting for leanness aspects of inventory management, industrial scheduling, organisational flexibility, ergonomics, product, process, management, workforce, supplier relationship and customer relationship with the help of neuro-fuzzy hybrid modelling.

The purpose of this paper is to develop and empirically validate an instrument containing operational measures of lean service. The instrument is intended for use by both researchers and practitioners.

The instrument was developed and validated in an iterative process between theoretical and empirical insights. Drawing on a wide selection of frequently cited papers on lean service, a preliminary list of items was generated. These items were then vetted through four steps in order to achieve high validity. Empirical refinement and validation included workshops and semi‐structured interviews with expert practitioners, as well as testing the instrument's ability to discriminate between high and low adoption of lean and portray changes during lean service adoption.

The instrument contains 34 items that assess enablers of lean adoption, lean practices, and operational performance. Empirical validation suggested the instrument was able to discriminate between high and low adoption of lean service, as well as portray changes over time during lean adoption.

Practicing managers will be able to use the instrument in order to track progress during lean service adoption, thereby identifying and acting upon deviations from planned progress.

The paper represents the first comprehensive attempt to develop an instrument for assessing lean service adoption. Through this instrument, operational definitions of lean service will allow researchers to measure the level of lean service adoption, and using this information, to develop knowledge of for instance the contingencies to lean service adoption, the problems and pitfalls in lean service adoption and the feasibility of transferring practices to various service settings.

The purpose of this paper is to present an attempt to develop an instrument containing operational measures of lean combined with safety and ergonomic conditions in a workstation or production line. This operational tool aims to help researchers and practitioners to prioritize and evaluate the lean implementations, as well as the ergonomic and safety conditions, in an integrated way.

Lean manufacturing methods and principles, as well as safety and ergonomics aspects, were exhaustively researched with the ultimate goal of finding a way to improve the workplace by taking into account the efficiency and well-being of workers. The instrument was validated in an interactive process between theory and practical insights. At the end, it was tested in several workstations/production areas.

The study reveals that high scores are derived from a good interaction between lean, ergonomics and safety.

It would be important to validate it in different companies and different types of industries because each one has its own characteristics.

This tool helps practitioners (technicians and ergonomic practitioners from manufacturing companies) assess the implementation of lean principles and the safety issues in their processes. It also allows managers to evaluate their business and identify the priority areas to improve according to the previously defined company’s aims.

As Peter Drucker said: “If you can’t measure it, you can’t improve it.” For a successful implementation, managers should start the lean journey with a lean assessment and make it in a regular basis. To the authors’ knowledge, there are various lean assessment tools, but this work is innovative because it provides an assessment instrument to evaluate organizations’ workstations/production areas simultaneously in three dimensions: lean, safety and ergonomic aspects.