Wednesday, April 6, 2016

Standards and Best Practices



Earlier posts discuss the Management Review (MR), a key element of the ISO 9001 Quality Assurance Standard; this post turns attention to the subject of standards in general. There are two primary motivations to seek certification for compliance with well-known standards such as ISO 9001. First, certification signals to potential customers that your company has convinced an auditor that you meet the standard; indeed, some government agencies and prime contractors may use compliance with standards as filters when awarding contracts, or at least may look favorably on compliance. Second, many elements of the standards represent “best practices” and adoption of these practices raises the probability of improved customer satisfaction, employee morale, and business conditions at your company. These two motivations are not mutually exclusive; they are not even independent. However, over time, they may become decoupled because, following initial certification, you may be tempted to do only the minimum required to renew certification. Moreover, because it is unlikely that all elements of any standard will be equally applicable to your company – elements which do not apply at all are generally identified in advance – it is also unlikely that you will give them all equal attention. The problem is that, unless you retain focus on the most relevant elements, doing the minimum needed for recertification may divert your attention from the pursuit of best practices.

In previous posts, consistent with the theme of this blog, I have made clear that the MR is an ISO 9001 gem; I am convinced that this is true for most companies. Depending on the nature of your company, there will be other elements within that standard of benefit to your company. In any event, whether you are pursuing certification or the efficient use of best practices, you will want to invest carefully. Since these practices are only effective when they receive regular attention, and since the investment of overhead resources can only be justified if it is cost-effective, one enabler is automation. For those pursuing certification, there is software on the market for that purpose. I would suggest that any company considering purchase of such software consider these factors: suitability; cost; ease of use; flexibility; security; and long-term support. Invariably, software developed for general use requires adaptation for specific users and uses.

More interesting for this blog is the case of companies pursuing selected best practices rather than certification; this viewpoint becomes more dramatic as the scope is expanded such that elements from more than one standard are adopted and elements not mentioned in any widely published standard (possibly unique to the company) are added. While those who write the standards may be “experts” across a broad range of practices, they do not know your company as well as you do. Even though certification may not be your goal, automation is no less important to the use and continual improvement of best practices. That said, “less may be more” with respect to software support. A couple of general questions come to mind with regard to this classic “make-or-buy” decision: Should you buy a commercial support package or build your own? Is it possible to tailor an off-the-shelf product to the organization, functions, and budget of your company? Or, would you be better off building your own support system, one that you own and control, and one which closely reflects the characteristics of your company (note: internal development, while it may offer advantages, may not be cheaper)? I will have more to say on these points in future posts.

"Management is doing things right; leadership is doing the right things...
There is nothing so useless as doing efficiently that which should not be done at all."
- Peter Drucker

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