Free playbookPDF
The Waste Reduction Playbook
Most waste in financial institutions is invisible: it hides in hand-offs, rework, approvals and data nobody uses. This playbook sets out the 5-step method our Master Black Belts use to find it, size it and remove it, with real results from our client work.
Inside, you'll learn how to:
- Spot the 8 wastes as they appear in a bank, and how to find each one
- Walk the real process, not the procedure manual
- Put a dollar value on the waste with a simple formula
- Fix the process before you automate it
- Make the gains stick, with a 12-point waste walk and worksheet

By Sheila Shaffie, Co-founder
The results behind the playbook
Global financial institution · Client onboarding
$50M
efficiency opportunity identified
Digital transformation of client onboarding reaps a $50 million efficiency opportunity
Read the case study →Software support provider · Customer retention
$12MM
incremental revenue
Data mining uncovers the keys to retention, doubling customer lifecycle
Read the case study →Training
Lean Six Sigma: Executive briefing to Black Belt certification, built for financial services.
See the Lean Six Sigma programs →