A Lean implementation framework encompassing South African Ubuntu
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North-West University (South Africa).
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Abstract
Lean, a management philosophy originating from Toyota, is used to eradicate wastes and
increase efficiency within an organisation. Even though Lean philosophy has become a global
phenomenon, only about 10% of the implementations are done appropriately. Thus around 90%
of Lean implementations fail, due to a multitude of reasons. As many researchers have begun to
investigate the barriers of Lean implementation, they have found that culture plays an important
role in the success or failure of Lean implementations. Within any organisation striving to be Lean,
there are three main cultures at play: organisational culture, Lean culture and national culture. At
times, the different types of cultures may cause poor synergy within an organisation. Ergo, it has
been recommended that more investigations and research be done on Lean cultural adaptations
within different countries.
Ubuntu is the ancient African concept of "Humanness", or what it means to be human. While
South Africa is famously known as the rainbow nation for its diversity, it is believed that Ubuntu is
the culture that unites all South Africans. The majority of South Africans unconsciously practice
the teaching of Ubuntu regardless of their race, language or traditions, as the Ubuntu values and
principles have become a part of the daily lives of South Africans. Since the 1990s, Ubuntu has
transcended into the management sphere, giving rise to the Ubuntu management philosophy,
which incorporates traditional Ubuntu teaching into the modern business world.
Previous research has explored the relationship between Lean management philosophy and
Ubuntu management philosophy. It was found that these philosophies share various correlations
and have variations between them.
This study, therefore, focuses on the problem of low Lean implementation success rate in South
Africa, due to a lack of culture-specific Lean implementation frameworks. In order to address this
problem, the aim of this study is to develop a culture-specific Lean implementation framework for
South Africa, utilising the Ubuntu management philosophy.
This research followed the elaborated action design research (eADR) methodology, utilising the
diagnosing, concept design and build stages. A systematic literature review was conducted,
during the problem diagnosing stage, in order to explore existing South African Lean
implementation frameworks and investigate culture-specific frameworks. However, it was found
that no culture-specific Lean implementation frameworks exist in South Africa.
For design stage 1, interviews were conducted with Ubuntu experts to explore established Ubuntu
common practices and derive Ubuntu management principles that would correlate with the Lean
principles that did not have correlating Ubuntu principles. This resulted in the naming of five
Ubuntu principles that correspond to the process themed Lean principles.
During design stage 2, a further systematic literature review was conducted. This allowed for the
exploration and analysis of available Lean frameworks, in order to determine common design
methods and elements amongst them. This led to the development of the "House of guidance for
designing a Lean framework", which included the following: 1) guidelines to the applicable
literature to consider, 2) design elements to include, 3) design methods to consider, and 4)
methods to test a Lean framework.
The third design stage of this study guided the design and development of "the Lean-Ubuntu
implementation framework". This framework was designed by utilising the "House of guidance for
designing a Lean framework" (from design stage 2) and incorporated the matching Lean and
Ubuntu principles (from design stage 3). The framework offers a guideline for practical
implementation of Lean in a South African organisation. It considers the actions that must be
taken on the three levels of business execution (strategic, tactical and organisational) and the
organisation through the three stages of change.
The newly designed Lean-Ubuntu implementation framework was verified and validated by
surveying South African Lean experts.
The framework could act as a bridge for South African organisations striving to implement Lean,
aiding them in understanding the Lean principles better and contributing to a more successful
Lean implementation.
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PhD (Industrial Engineering), North-West University, Potchefstroom Campus
