Product Family Matrix
aka Product Quantity Product Rounding PQPR Matrix
Why use a Product Family Matrix?
If your organization offers any products or services that have low volume and high variety...
then the single most important lean technique for dealing with high variability
is to segment your products into the right product families to maximize lean flow,
and then to manage the total demand for the entire product family.
That's what your Product Family Matrix template does for you.
Sample Product Family Matrix example
Road map for a typical
When to use your
Product Family Matrix
You define your product families as one of the first steps
How to use your Product Family Matrix
to segment your offerings into rough product families
Find and open your template
Find and open your template (vsmProductFamily.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet
Start with all products and services on one sheet
Tip: You might use two separate worksheets
to define your product families from a Marketing perspective
and an Operations perspective (which can be very different).
Value Stream Mapping is concerned only with the Operations perspective.
List all of your products and/or services in the rows
Be sure to include less obvious "products,"
like prototypes, production of molds or tools, samples, etc.
Be sure to include the services that you deliver — not just products.
List your processes in the columns
In addition to processes and machines, you can also use additional columns
for any other factors that differentiate your product lines (from an Operations perspective).
For example, perhaps some products have similar seasonal demand, or similar shelf life,
or use the same hazardous materials, requirement for a sterile environment, etc.
Perhaps use a code or cell format to identify processes that go through a shared work center,
because when grouping similar products together,
you are often looking for opportunities to group together processes
that might soon be routed through equipment dedicated only to that product family.
For each process used to deliver a product or service, mark the cell with an X
You can also identify possible Alternate processes with an A.
(Or A1, A2 if there are multiple alternate possibilities)
Move rows to group similar products together
Move entire rows or columns
Right-click & drag entire row or column > Shift Down & Move
Get consensus about what a product family means in your company
Usually, a product family consists of only products and services that are similar enough to be treated as a single product for scheduling purposes.
Learn more about High Mix Value Streams
Define your Product Families
Only AFTER you have done all of the above…
Define the Legend for your Product Families
giving each a Description, a short Code, and a Color.
Usually... that's it... you're done
Your Product Families are now very obviously and visually defined
Optional: Refine Each Product Family
If (and only if)...
there is any product that might take 30% longer than the Product Family average…
Create a separate worksheet for just that one Product Family
If you copy the existing worksheet as a starting point for the new one...
use the special utility: Systems2win menu > Copy Sheet
Enter Process Times
Unhide the column for 'Total Process Time'
Assign and train team members to gather time observation data.
Deal with lengthy processes
Any process that takes longer than 30% of average might require special attention
to identify any offerings that take so much more time to produce
that they might need to be either moved to another product family
or be scheduled using special techniques
See online training for High Mix Value Streams
Optionally analyze any potentially-constrained resources
Unhide the columns for 'Constrained Resource Analysis'
to determine resource requirements
(for equipment or any other potentially-constrained resource)
Tip: You can copy these columns for as many resources as you need to analyze.
The Product Family Matrix template comes with
priced low enough to empower every team member