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Lean Tools, Training, and Systems

Lean Systems

Not just Excel templates

Not just online training

It's also lean systems


that make your Systems2win process improvement templates so useful



Lean systems

are the missing link

Lean systems are the missing component in most failed lean initiatives

Lean tools

Most organizations get their first exposure to lean through a single process improvement tool that they hear about that sounds like it might help solve some pressing problem of the moment.

If the tool (used in isolation) doesn't work as magically as expected, then a year later you might hear them say, "Oh, yeah, we tried lean, and it didn't work here."

Tool Selection Matrix

Not sure which tool to use?
Use your Tool Selection Matrix

Lean principles

If the tool (used in isolation) works surprisingly well to solve that problem of the moment, then management might be compelled to learn more — and will often get their first exposure to the lean principles that are foundational to all lean tools and methods. Principles like:

Lean systems

Those lean principles all make sense, and sound great, and get everyone fired up, and then... when you get faced with your first real-world fire burning in your real-world workplace, you freeze like a deer in the headlights, and you ask,

"So what am I supposed to do now?"

That's where a lean system comes in...

A systematic approach for 'what to do when something like this happens'.

The single most important system is always your...

Lean Management System


Every lean tool needs
a corresponding
Lean Coaching System

If you try to use lean tools and methods in isolation (without a strong Lean Management System),

then you might experience a few temporary small wins, but things will quickly backslide into old habits and patterns, so (being practical), you might as well not even start.

See online training for
a lean journey to lean transformation.

Once you have a strong Lean Management System in place, then many other lean systems will become very interesting.

More Lean Systems

Not just templates. Not just training. But also systems...

Systems for Continuous Improvement

As you navigate the many curves along the long road of your lean journey, you will find yourself frequently facing a long series of challenges
related to "how should we organize our own internal systems?"

The few minutes that you spend learning about the field-proven standardized systems that are consistently found in every one of your Systems2win templates will undoubtedly save you weeks or even months of wasted non-value-add time trying to invent (and then continuously improve) similar systems from scratch.

face-in-hands Stress

Why are we paying our people to re-invent tools, training, and systems that can be owned so easily?

All roads lead to Rome

Back in the days of the Roman empire,

a common saying was "all roads lead to Rome".

Ideally, no matter where you start on your lean journey, all roads should lead to the lean principles that underlie all lean tools.

Any lean tool could serve as your starting point. The lean principles are always the destination. Lean systems are the roads.

yellow brick road

Road map for a typical
Lean Transformation

Our mission is to help you on your lean journey

Welcome to Systems2win


Standardized systems for help and user training

When you learn how to use one Systems2win template... you know how to use all 150+ templates.

Video: How to Find Help & Training
for any Systems2win template

You know how to use the well-organized training web site

You know how to use Google Site Search to find the pages containing what you're looking for, and how to use CTRL+F to find keywords within a page

You know how to use the human readable bookmarks, Tables of Contents, and other consistent systems to quickly find what you're looking for.

You know how to use the lean training videos in both YouTube and Flash format.

You know that every Help worksheet in every Systems2win Excel template is organized in exactly the same way — so that you know where to find help when you need it.

You know that you can click any row or column header in any Systems2win template to get pop-up help.

You know how to join the free instructor-led training webinars that are held every month.

And you know that if you can't find the help you're looking for, there is always free technical support.

Unlike the wildly differing templates that you might accumulate from random sources,

you know that when you learn one Systems2win template, you've learned them all, and you have the help you need when you need it.


Systems2win menu

Your Systems2win menu
has many features to extend the power of Microsoft Excel

The Systems2win menu is always at the top of your screen in Excel, so (even when working with a non-Systems2win Excel document), you always have instant access to link icons, custom shapes, and styles for more consistent and professional deliverables.

Download your free trial to explore all of the features of the Systems2win menu for yourself.



If your organization is diverse enough to include people who speak different languages, then you will truly appreciate the ability to click a button to switch between languages.

If your organization is not yet global, isn't it comforting to know that your tools and systems are robust enough to grow with you?

Support for International versions of Excel

International versions

Learning Experiment:

Try running that home-grown Excel template on a computer running the Malaysian version of Office on the Hungarian version of Windows.

Now try your Systems2win template.


Substitute Phrases

5S Scorecard

Easily personalize your 5S Checklist or Lean Assessment forms with YOUR own audit criteria

in a way that your substitute phrases are automatically found and transferred every time you upgrade.

And use the same feature to replace any column or row heading in any template with a phrase that better fits your unique organization or industry.


Personal art

Your personalizations
get found and transferred
each time you upgrade

Standardized lean systems for easy personalization

You can use everything you know about familiar Word and Excel

to make your templates your own.

And every time you upgrade your master templates in the future, the Personalization Upgrade Utility will automatically find and transfer YOUR personalizations to your newly upgraded master templates.


tangled octopus and snakes

Our IT Department didn't know
it was possible to have
version control
for Excel templates

Systems2win has systems
for that, too?

Version Control

If you have multiple users perhaps scattered in multiple locations then how can you keep control of all those scattered Excel templates?

Use the optional sync utility for one simple button click to ensure that every team member is using the latest approved versions of your (personalized) master templates.

And every time that you upgrade, the Personalization Upgrade Utility can automatically find and transfer your personalizations to your new master templates.


Burning the candle

Can't you just create a few tools in your free time?

Professional Programming

Your Systems2win templates are developed by Microsoft MVP professionals

(MVP = Microsoft Most Valuable Partner)

with professional error handling, professional debugging, compatibility with multiple versions of Excel, support for international language versions of Windows and Excel, and protection from dozens of Excel bugs that you will never even know could have been a problem, because Systems2win 'just handled it' so your programmers don't have to.


Copy Sheet Utility

One example of professional programming is worthy of its own attention as a unique system.

Let's say you want to copy your "As Is" flowchart worksheet to serve as the starting point for your "To Be" flow chart worksheet.

The standard way that Excel copies worksheets is so full of bugs that we needed to replace it with a special Copy Sheet Utility that has over 100 hours of programming for just that one capability.

Are you really going to pay your in-house programmers to re-invent something similar?

Or are you going to try to teach your people to just live with Excel's copy sheet bugs?

Copy Sheet Utility


Dropdown Lists

Choosing an item from a dropdown list makes data entry faster AND avoids typos

which is especially important when using Excel's Filter and PivotTable features in list-intensive tools like your FMEA, OEE, Gantt Chart, or Event Checklist.

Your Systems2win templates already come with the most popular dropdown lists you're likely to need,

and provide a lean system to add your own custom dropdown lists with just one easy copy-and-paste.

Dropdown lists

testimonial quote

Systems for continuous improvement

It's not just tools. It's not just training. It's also systems.

Systems for standardization. Systems for consistency, familiarity, fast learning.

Systems for version control. Systems to overcome Microsoft bugs.

Systems to help your users squeeze more juice from your precious payroll dollars.


Continuous improvement tools that were good enough yesterday won't be good enough tomorrow.


It's in our tag line. It's in our culture. It's in our systems.

Our mission is...
to empower leaders to continuously improve


Why not open a conversation?






150+ Templates
Try Some Own Them All






Lean Systems
for Training


Training and Videos

Your Systems2win templates come with Training & Videos to get the most from your process improvement tools


New User Training

Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates


Training and Coaching

Consider Training and Coaching to support your teams to succeed







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