6. Advanced Automation of the Lean Management System
- Connected, action-oriented visibility — unify shop-floor data, audits and tiered reviews into live Power BI Obeya boards and Copilot summaries so issues are visible with context and decision makers have the signals they need.
- Smarter, faster improvement cycles — apply AI to score and cluster opportunities, then automate action creation, assignment and SLA-based escalation so teams prioritise high-impact work and close corrective actions more quickly.
- Scalable, resilient platform — deliver a governed, reusable architecture (modular flows, Copilot prompts and templates) with built-in error handling, testing and role-based access so solutions scale across sites with minimal rework.
Introduction
This two-day, hands-on course is for advanced Lean practitioners, automation architects and digital transformation leaders who want to create an end-to-end digital Lean Management System. The workshop shows how to stitch together Power Automate, Copilot, Power BI and supporting services into a reliable platform that supports daily management, problem solving, escalation and strategic review.
You’ll begin by mapping the Lean management cadence (daily huddles, tiered reviews, escalations and strategic KPIs) to the digital architecture required to make it dependable and action-oriented. We cover designing resilient automation for routine tasks (data collection, evidence capture, action creation), creating intelligent prioritisation using AI, and surfacing the right signals in Power BI Obeya boards and Copilot assistants. Participants will implement monitoring, error handling, governance and lifecycle practices to make the system maintainable and auditable.
Through instructor demos and team workshops you will deliver a working pilot: automated data pipelines, flows that create and route corrective actions (with SLAs and escalation), dashboards that surface leading indicators, and Copilot-enabled assistants that coach and prioritise improvements. The course concludes with a 30/60/90 deployment plan and governance playbook to move the pilot into production.
Deliverables: a pilot Lean Management System scaffold (flows, dashboards, Copilot prompts), prioritisation model for improvements, monitoring & testing checklist, governance & security checklist, and a 30/60/90 rollout plan.
About the course
Overview & Objectives
Learn to design and operate a digital Lean Management System that connects observations to actions, uses AI to focus effort, and supports tiered reviews with reliable dashboards and assistants.
- Course goals
- Agenda and practical expectations
- Workshop deliverables
Mapping the Lean Cadence
Translate daily huddles, tier meetings and strategic reviews into data and workflow requirements for automation and analytics.
- Defining signals and handoffs
- Designing data contracts between tiers
- Operational SLA models
Automation Patterns
Build robust automation patterns for evidence capture, action creation, SLA management and cross-team routing.
- Designing idempotent flows
- Error handling and retry strategies
- Action lifecycle and ownership models
AI for Prioritisation
Use AI models to score issues, cluster related problems and recommend countermeasures, turning raw observations into prioritised workstreams.
- Scoring models and features
- Clustering and duplicate detection
- Human-in-the-loop approval strategies
Copilot & Dashboard Integration
Integrate Copilot assistants for coaching and summarisation alongside Power BI Obeya boards so teams have conversational and visual views of performance.
- Copilot prompts for summaries and coaching
- Embedding dashboards into Teams and Obeya displays
- Bi-directional action creation from dashboards
Monitoring & Resilience
Implement monitoring dashboards for automation health, test suites for flows and approaches to keep the platform resilient under change.
- Automation health metrics
- Unit / integration tests for flows
- Alerting and incident playbooks
Governance & Security
Define governance and security models that balance autonomy with control: connector policies, RLS, data retention and audit trails.
- Role-based access and least privilege
- Retention, logging and auditing
- Approval gates and incident handling
Deployment & Scale
Packaging flows, dashboards and Copilot assets for multi-environment deployment and reuse across sites.
- Versioning and CI/CD patterns for automation
- Template libraries and site replication
- Operational handover and runbook creation
Final Workshop & Implementation Plan
Capstone exercise to build a pilot Lean Management System component, present it, and draft a 30/60/90 plan for site rollout.
- Pilot build
- Peer review and coaching
- 30/60/90 operational plan
Instructors
Dr. Issam EL KHADIRI
AI & Digital Lean Consultant and Researcher (Computer Vision, Machine Learning and AI)
Issam holds dual PhDs in Machine Learning and Computer Vision, bringing deep technical expertise to digital transformation initiatives. He has developed advanced software solutions with a focus on image recognition and AI-powered systems. Issam played a pivotal role in shaping the AI backbone of Digital Lean Management, bridging operational excellence with intelligent automation. In addition, he leads the integration of Microsoft technologies—Power Platform, Teams, and Azure AI—to create solutions that boost productivity and accelerate continuous improvement.
