In 2007 Rea & Associates Inc, a US CPA firm, launched a Lean Six Sigma approach to its business tax return process. An examination of the process identified several areas of waste including: Defects, Overproduction, Wait times, Non utilisation of talent, Transporting of folders, Excess work in process, and Excess processing. To address the inefficiencies the firm employed a number of Lean Six Sigma tools including a value stream map, the 80-20 principle and the DMAIC Model. A Champion was assign...

BPIR Categories

14.3.2 Implement an improvement approach/method/technique
6.4.1 Improve process/service performance
11.5.1 Manage the tax function.

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