OPEXSTUDIO
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Choose a problem-solving approach

Protect current operation. Follow the visual, practise a decision, then check your thinking.

Fictional teaching examples and AI-generated illustrations. Proposed changes and goals are not achieved results. Use the written instructions and check local conditions before applying a method.

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Teaching view 1 of 2

Choose a problem-solving approach

Method exhibit: Restore, Close standard gap, Reach new condition, Explore new value.
Original OPEX teaching diagram. Follow the steps below, then try the practice question. View full size ↗

First protect the operation when a current abnormality needs immediate attention. Then decide what kind of learning is required. Restoring a known condition differs from investigating a recurring gap, reaching a better future condition or exploring a new service. The four examples help choose proportionate effort, ownership and cadence. A large project template can slow a simple response, while a quick fix can leave a systemic cause untouched. Revisit the choice as evidence develops. Methods such as A3, DMAIC or experiments should support the problem, not become rituals imposed on every situation regardless of need.

Follow the method

  1. Restore
  2. Close standard gap
  3. Reach new condition
  4. Explore new value

Read the example carefully

Not every issue needs DMAIC.

Quick restoration does not prove root cause removal.

Daily management routes recurring gaps; Kata helps unknown path to target.

Teaching view 2 of 2

Route four work problems by the learning they require

A completed record separates restoration of a 90-minute outage, investigation of Monday recurrence, a 30-minute target and exploration of a new service, each with next evidence and owner.
Original OPEX teaching diagram. Follow the steps below, then try the practice question. View full size ↗

Fictional service-desk case: Harbor Support processes customer change requests. Every Monday the routing service stops sending acknowledgments. A documented restart restores routing. The duty lead has marked four weekly incidents complete after restarting, but the same failure has returned. A separate improvement request asks for faster handling of routine changes.

Follow the method

  1. Active 90-minute routing failure
  2. Fourth Monday recurrence
  3. Reduce 1 hour to 30 minutes
  4. Unformed new service

Read the example carefully

Clarify the customer commitment and operating definition with the responsible owner before labeling the team below standard. Address the live customer need while gathering facts.

A gap cannot be measured against an invented or ambiguous reference. Clarification may reveal a performance gap, a target discussion or a service-design problem.

Apply the method

A restart closes the outage, not the recurring problem

Use a known standard, observed gap and learning need to choose an initial problem-solving route, while separating immediate restoration from recurrence investigation.

Fictional service-desk case: Harbor Support processes customer change requests. Every Monday the routing service stops sending acknowledgments. A documented restart restores routing. The duty lead has marked four weekly incidents complete after restarting, but the same failure has returned. A separate improvement request asks for faster handling of routine changes.

Role: Duty lead deciding the immediate response and process owner assigning subsequent learning.

Normal condition

The current service standard is acknowledgment within one working hour. The restoration procedure returns the service to that condition.

The gap

Four Monday incidents breach the standard; the reason for recurrence has not been established.

  • Restore the active service through its authorized procedure before conducting a prolonged study.
  • Classification selects the learning need; it does not prove a cause or prescribe a particular form for every issue.
Supplied case inputs
Case factWhat is actually known
Current incidentNo acknowledgments for 90 minutes; standard 1 working hour
HistoryFour Monday incidents; each restored by documented restart
Cause evidenceNo tested explanation recorded
Improvement requestRoutine requests currently meet 1-hour standard; propose 30 minutes
New opportunityCustomers ask for a service category the team does not yet offer
  1. Identify the immediate gap

    The duty lead compares the 90-minute interruption with the one-hour standard and initiates authorized restoration, recording affected requests and verification.

    Why: An urgent known-condition gap needs response now. Opening a lengthy analysis template must not postpone the immediate service response.

    Evidence: Restoration record shows what resumed and which requests still need acknowledgment.

  2. Keep the recurrence question open

    The process owner opens a separate learning record for four repeated Monday failures. The problem statement names frequency, condition and impact without asserting a software cause.

    Why: Repeated restoration demonstrates that the immediate action did not prevent recurrence. A gap-from-standard investigation is needed even when the latest queue clears.

    Evidence: Incident history and an explicit untested-cause status remain attached to the problem.

  3. Distinguish improvement beyond the standard

    The 30-minute request is classified as a target-condition challenge where the existing one-hour standard is currently met. The owner asks what current steps consume time and proposes bounded experiments.

    Why: Calling all improvement a defect hunt can make a new performance ambition look like employee noncompliance.

    Evidence: Current standard, proposed target and the gap to that target are separately recorded.

  4. Recognize an open-ended question

    The new service category is routed to customer-value exploration with stated unknowns and a small learning activity. It is not assigned an invented current operating standard.

    Why: Where the service and value proposition are not yet known, a routine restoration checklist cannot supply the missing knowledge.

    Evidence: The record names the customer question and what the first conversation or prototype should establish.

  5. Allow the routes to connect

    The lead links today’s restoration to the recurring-gap owner, and the owner can later use experiments to test a cause or a target. The classification is reviewed as evidence changes.

    Why: These are different learning purposes, not sealed departments or competing branded forms. One incident can require both immediate response and deeper work.

    Evidence: The handoff names the next owner, evidence and review point instead of merely assigning a category.

Completed routing record — one team, four learning needs
SituationInitial routeNext evidence / owner
Active 90-minute routing failureRestore known conditionDuty lead: verify acknowledgments and affected queue
Fourth Monday recurrenceInvestigate gap from standardProcess owner: stratify incident timing and test explanations
Reduce 1 hour to 30 minutesWork toward a target conditionImprovement owner: observe current steps and trial
Unformed new serviceExplore new customer valueService designer: test need and feasibility

The standard is missing

A fifth complaint concerns a request type whose promised response time is disputed. Sales says one day; operations has no approved definition or time basis.

Clarify the customer commitment and operating definition with the responsible owner before labeling the team below standard. Address the live customer need while gathering facts.

A gap cannot be measured against an invented or ambiguous reference. Clarification may reveal a performance gap, a target discussion or a service-design problem.

Retain the promise, request type, time basis and who can resolve the standard; revise classification only after this is clear.

Choose the work that remains

New fictional dispatch team: a missing printer roll stops labels, and the approved replenishment procedure restores printing. Records show no earlier roll shortage. Meanwhile address errors occur every Friday despite repeated rework, and the team wants to reduce a reliably met two-day dispatch standard to one day.

Changed practice inputs
CaseSupplied evidence
Printer rollFirst recorded shortage; known refill procedure
Address errorsFive Friday recurrences; cause untested
Faster dispatchCurrent 2-day standard met; new 1-day aim
Ambiguous complaintCustomer says late; promised date not recorded

Your task

  1. Assign the initial learning route for each case and justify it using the reference condition.
  2. State what would change your choice for the printer-roll case.
  3. Write the next owner/evidence handoff for the recurring address errors.

Prepare your worksheet

  • Case / current reference
  • Observed gap or unknown
  • Immediate response
  • Learning route and why
  • Evidence that could change the route
Reveal the answer and reasoning

The first roll shortage starts with restoration and verification. Evidence of repeated shortages or a systemic replenishment failure would justify deeper gap investigation; a single event does not prohibit learning.

Five recurring Friday address errors require structured investigation beyond rework. The one-day dispatch aim is a target condition beyond the supplied two-day standard.

For the ambiguous complaint, establish the promise and actual timing before asserting the category. Make the customer response explicit while resolving that uncertainty.

Worked answer record
CaseInitial learning routeNext evidence / response
Roll shortageRestoreReview if recurrence or broader evidence emerges
Address errorsGap-from-standard investigationOwner tests causes using Friday/non-Friday comparison
One-day dispatchTarget-condition learningObserve current work; define bounded trial
Unrecorded promiseClarify referenceObtain customer commitment and timing

Check these interpretations

  • Every problem does not require the same project template.
  • Restoration and recurrence prevention are not interchangeable completion criteria.

Check your work

  • Tie each route to a stated reference or unknown.
  • Keep immediate customer response visible.
  • Name contrary evidence that would change a classification.

Run a practice session

Materials

  • Four worked-case cards
  • Practice cards with the final ambiguity concealed until discussion
  • Blank routing/handoff record
  1. Frame restoration versus learning · 4 minutes

    What closes an outage? What prevents its return?

  2. Demonstrate four routes · 7 minutes

    Which case lacks a current service standard?

  3. Classify changed cases in pairs · 9 minutes

    What fact supports your category?

  4. Reveal ambiguity and debrief · 5 minutes

    What evidence would make you change your answer?

Debrief

  • Coach a category-only answer by asking for the current reference and next evidence.
  • Accept different initial routes if the learner states defensible assumptions and customer response.

Write your assumptions before naming a route, then compare your reasoning rather than only the category label.

Transfer into the work

Owner: Frontline lead and the owner of the affected process

Record: Brief problem-selection and handoff record linked to the live response

Review: At the next daily review and when new evidence changes the problem definition

Evidence: Clear current condition, standard/target, observed gap, tested versus unknown cause and assigned next learning step

Escalate an unclear standard or missing ownership; retain containment/restoration records without declaring recurrence solved.

Build on reliable methods

Sources and further reading

  • LEI: Problem Solving Resource Guide ↗

    Troubleshooting, gap from standard, target condition and open-ended innovation

    Method reference; original OPEX scenario and diagram are synthetic teaching content, not source case results.
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  • Known current standard or explicit absence
  • Urgency assessed
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