“How do you track and visualize continuous improvement initiatives (like Lean or Six Sigma projects)

[Satish Dhamankar]

I work in manufacturing and quality engineering, where continuous improvement initiatives like Lean and Six Sigma projects are a big focus. We often track problem-solving activities, CAPAs, and process improvement actions.

I’d like to know: What are some effective ways to track and visualize these kinds of continuous improvement initiatives using Atlassian tools such as Jira and Confluence?

• Has anyone used Jira workflows to manage improvement projects or corrective actions?

• Do you use dashboards or custom fields to measure progress (like KPIs, defect reductions, or cycle times)?

• How do you organize documentation in Confluence so teams can easily find and update project details?

I’d love to hear examples of how your teams have set this up, or any best practices that worked well for you.

[Bill Sheboy]

Hi @Satish Dhamankar -- Welcome to the Atlassian Community!

In my experience with this topic, I have used Jira and Confluence to track improvement initiatives, including value stream mapping for Kaizens, etc., although I find external partner, shared collaboration boards better than those provided by Atlassian.

And while one could use Work Item Type Workflows, project Kanban Boards, and Confluence spaces for trivial value streams (e.g., to-do, in-progress, done), IMHO they cannot be easily used for complex flows or to manage change and improvement measures over time.  Once again, marketplace partner apps may be needed to both visualize, measure, and manage change to flow.  Very precisely: there is no built-in way to show flow measure changes when a Workflow changes because changing the Workflow changes the context for measurement.

Kind regards,
Bill

[Danut M _StonikByte_]

Hi @Satish Dhamankar,

Welcome to the Atlassian Community!

 Jira offers all you need for implementing and tracking continuous improvement projects. It is highly configurable and flexible, allowing you to define custom work items types (such as Initiative, Improvement, Action, etc), with specific fields/attributes and specific workflows/statuses.

Jira gives you all kind of project reports (CFD, Control Chart, etc) and supports custom dashboards. Jira comes with some basic dashboard gadgets (such as Pie Chart gadget, Two Dimensional Filter Statistics gadget, Issue Statistics gadget, Filter Results gadget etc) that you might find useful, but for more advanced stats (such as cycle time, KPIs, percentages, ratios, etc) you will need a plugin that provides extra gadgets - like, for example, our Great Gadgets for Jira Cloud (Agile Charts Reports KPIs)  app, which offers all you need for building effective dashboards with advanced stats.

Confluence is great for organizing documentation; you can create a space for each Jira project; it allows you to reference Jira issues in Confluence pages and vice-versa. You can also build reports about projects in form of Confluence pages, by using the same gadgets (macros) available in Jira dashboards.

Hope this helps.

Danut.

[Matteo Vecchiato]

Hi @Satish Dhamankar ,

Welcome to Atlassian community and thank you for pointing out this very interesting topic.

Just to give you a first input, have you checked this interesting article https://www.atlassian.com/agile/project-management/continuous-improvement ?

Kind regards