32nd TOCPA International Conference, 23-24 March 2017, Milan, Italy

On 23-24 March 2017 TOCPA in conjunction with winwinconsulting conducts the 32nd  International TOCPA Conference in Milan. The first day of the conference features presentations, the second day presents TOC master classes.

Program of the 32nd TOCPA Conference

Video and PDF of the 32nd TOCPA Conference

Photos from the 32nd international TOCPA Conference


23 March 2017

Claudio Vettor (Italy) 

Introducing a systemic approach to asset (maintenance and investment) management of a medium oil & gas company through TOC

In a typical oil&gas company the role of asset management is substantially to complete aggressive investment plans and improve maintenance processes. When the pressure for better results increase year by year the functional  – hierarchical organization becomes a “constraint”. However, this type of organization is needed to ensure high technical levels. They tried to address and “evaporate” this conflict introducing a systemic approach to asset management through TOC.

Claudio Vettor has dedicated his career – first in the company and then as a management consultant – to topics such as innovation, the competitiveness of organizations and organizational improvement, using systemic methods and approaches including primarily the TOC – Theory of Constraints. In the nearly twenty years of field work he has started and followed a hundred TOC projects. He had two significant experiences of temporary management in industry and services. 

On the 24th March Claudio also conducts the Master Class “Mafia Offer: the centerpiece of a systemic approach to selling value”. The Master Class abstract is presented at the bottom of the page.

Davide Galletti (Italy)

Theory Of Constraints for Systemic Innovation

The presentation introduces the basis of Systemic Innovation and a dedicated modus operandi, the OPIn Cycle, which highlights how to achieve huge benefits by using systemic disciplines, the Theory Of Constraints in particular. It underlines how winning synergies can be activated when the TOC is combined with other disciplines and tools belonging, for example, to TRIZ, Coopetition Strategy, System Dynamics and Prospect Theory. The work presented is open to future and further implementation of TOC in innovation processes.

Since 2002 Davide Galletti has begun to study and to apply TOC and TRIZ together with R&D. Over time he has developed his own innovation methodology by aggregating his studies to theories and tools from other systemic disciplines. In 2015 he published the synthesis of his method in his book “Systemic Innovation”. Today he is active in helping companies and organizations which need to solve complex problems, invent and innovate new products, processes and services, as well as specific educational programs.

Michela Rea (Italy) 

Shock and awe in a family business: overcoming resistances and leading major organizational changes with TOC

The most radical and potentially transformative application of TP Tools is  the one that designs and leads the major organizational changes that are necessary for companies to overcome situations of impasse, where  the traditional approach is no longer functioning. In small and growing businesses, family conflicts, personal rivalries, difficult cohabitation between the new and old staff make the environment further problematic. We will look at a case of a small manufacturer of printing machines. What did the TOC TP tools surface? Which improvement plan has been proposed to the organization? What happened next? 

Michela Rea holds a degree in Materials Engineering/Science. Her professional path has developed in consulting according to Theory of Constraints (MST and ILUT) and Systemic approach, mostly in Italy, with significant experience in the US and Canada. She has worked in technical fields (engineering, metals, plastic materials), and in service companies, healthcare, IT/sw houses in a wide range of areas: checking/making a diagnosis of a company state of reality, planning, teaching, managing projects, fostering a  climate positive toward change, dealing with human resistances, developing strategies, finding right measurements.

Tarcisio Mussi (Italy)

Identify the constraint: the strategic meaning of this activity

The first two of Five Focusing Steps produce immediate effects on enterprise performance, or at least highlight other factors that prevent the best results: policies, strategies, procedures, roles and responsibilities. The most difficult is step 3 – subordinate. If I do the best with step 3, is it enough to really get the maximum with the available assets and in the current environment? If I had identified the constraint in another resource, would I arrive at the same result? Is the achieved result the maximum performance that the company can give?  The Throughput Accounting, the correct application of the implementation steps of TOC and the utilization of Thinking Process allow results that are difficult to obtain with any other improvement model.

Tarcisio Mussi holds a degree in Aeronautical Engineering. He has dedicated his career to innovation, the competitiveness of SMEs and organizational improvement, using methods and systems approaches. He held positions of Production and Plant Manager in several companies, and was engaged in aviation business working on the design, preparation and execution of flight testing for fixed-wing aircraft, and on technical specifications and administration of tests for the qualification of hydraulic actuators for helicopter and aircraft landing gear. He has worked with TOC since 1996, and tripled performance results already in his first TOC project. He has been the founder, partner and contributor to several consulting firms. 

Emanuele Strada (Italy) 

How to exploit the system’s constraint: TOC – Lean & Six Sigma, Business case experience

Emanuele Strada is a thought leader on business process transformation at Thinking Solutions. He is an expert in supply chain re-engineering and dynamic process modelling with over 20 years’ experience. He has worked for some of the top manufacturing companies in the world – setting corporate strategy, holding various senior positions with a focus on re-engineering and creating systems and structures to deliver substantial improvements in companies. Emanuele is a well-respected expert in leading business change. He has proven capabilities in managing complex turnaround projects at an international level and has earned many awards for them.

On the 24th March emanuele also conducts the Master Class “MTA guidelines for application in complex supply chain”. 

Luigi Gervasi (Italy)

Operational Performance Management Systems Design: a focused approach based on the TOC Cause-and-Effect Thinking

The approach leverages TOC Cause-and-Effect thinking and a dedicated modelling software tool to desing and implement, in an agile and pragmatic manner, effective operational performance management systems. The resulting KPIs are both of immediate operational significance and strategically oriented. Beyond that, thanks to its TOC foundations, the model provides explicit guidance and decision support for managerial action aimed at generating rapid breakthrough improvements within the target organizations. In order to better exemplify the approach, a couple of applications in two different industry settings will be briefly presented.

Luigi Gervasi holds MS in Electronics Engineering; he has more than 20 years of of experience in consulting and business management with focus on Information Technology, Business Process Reengineering/Business Process Management, supply chain and operations management. Since 2013 co-founder of Metreeca, a startup specializing in agile solutions and tools to generate insight and value in complex and dynamic environments with minimum impact on existing processes and systems.

Dr. Filippo Pescara (Italy) 

Improving the performance of a line with synchronized operations (conveyor belts or takt time) with the Theory of Constraints

In contexts where other management philosophies, different from TOC, are already fully implemented (transfer lines or lean processes based on kanbans), traditional DBR or SDBR procedures are not applicable, but there are solutions that are based on the same generic TOC principles that allow us to implement TOC logic, significantly improving through it the performance of the system. Building from scratch a rigorous TOC procedure according to DBR or SDBR is not practical for environments in which a huge effort in technology and procedures to build the continuous flow has already been carried out. The scope of the presentation is to show a rigorous process of improvement through the identification of the constraint in a line and the definition of buffering rules, allowing the exploitation of the constraint both in the case of traditional lines, and in the case of lean processes regulated by kanban.

Filippo Pescara is a doctor in electronic engineering and he holds an MBA in managerial engineering. He is the CEO of IFP sas, a consulting company focused on change management based on the systemic approach. He’s a TOC practitioner since 1995. He does both consultancy and educational projects. He works on holistic projects in medium sized companies in Italy and cooperates with industrial associations and universities holding conferences, educational projects and seminars. He taught TOC operations and logistics for two years as an adjunct professor at the University of Ancona (Italy). He is a consulting partner of Inherent Simplicity Ltd, a part of the Goldratt Research Labs, and an implementation partner of Realization Technology Inc.

Dr. Andrea Zattoni (Italy)

Antifragility and Theory of Constraints – How to live (and prosper) in a world we do not understand

Is it possible to immunize a company against the impact of unforeseeable events that may seriously endanger its survival? The recent economic crisis has highlighted the structural fragility of many companies, unable to face effectively some sudden, unexpected and large scale changes in their environment. The presentation will show the reasons why it is important to overcome the logic of Enterprise Risk Management and why Theory of Constraints can supply a company with the mindset, the tools and the processes to benefit from stressors and prosper in a more and more complex and uncertain environment.

Dr. Andrea Zattoni is a Business Consultant and TOC Expert. He has a professional background as manager and Board Member in a big production company and as Contract Professor at the University of Bologna. He is a speaker at conferences on innovative management practices and a lecturer in courses and seminars on the applications of Theory of Constraints. He is focused on helping business owners and managers to transform their enterprises into Ever-Flourishing Companies, by following the Viable Vision process, and on spreading the antifragility concepts and practical applications among companies of the private sector.

Jeffrey Schraeder (USA) 

The Whole Enterprise: Transformation in larger Enterprises

Introducing TOC into an enterprise has proven difficult for many consultants. It is especially difficult in larger organizations and in the services sector. This presentation is about how to make the introduction of TOC both easier and more effective in the long run. It will introduce the use of multiple disciplines to support the TOC sales cycle and subsequent implementation. An example of a current project in a multi-billion dollar organization will provide some proof points and an anchor for discussion.

Jeffrey Schraeder’s experiences: 1966 – Current: Bell Labs – Analog to Digital era; IBM – Modern Mainframe era; COO of a technology company; Strategic Advisor to the President Continental Insurance; Director of Systems Engineering – STK. Entrepreneur: Company Entièr; Engine Performance; Convergent Works; Goldratt Consulting; Circles of Clarity.

Carlo Buora (Italy)

Selling and implementing the TOC Distribution Solution in Italy – an on-going experience

In striving to get in touch with potential clients we have come to know the ways of many sectors in the Italian distribution which are worth knowing. We will briefly cover some industries: fashion, accessories, AC & plumbing and their policies in distribution. However, having a distribution project does not mean you have a TOC client. We will share two cases from our experience: a proof of concept project in the fashion industry and a project to change both distribution and purchasing in the accessories market.

Carlo Buora has been an IT expert, salesman and operations consultant for many years, and worked as a manager in Andersen Consulting and Roland Berger & Partner. In 1995 he started a consulting company Nous with a two-pronged approach: operational improvements, mainly lean based, and IT improvements mainly web based, and established working partnership with IDEA LLC to develop an integrated consulting and delivery capability. They translated the Do-It-Yourself books by Rajeev Athavale into Italian.

Jelena Fedurko (Estonia)  

Insights into Working with UDEs and Clouds

UDEs (Undesirable Effects) and TOC Clouds are the core of the analytical processes of TOC. They are critical for the clear understanding of what is wrong and what is needed to be changed. A good analysis of the current reality provides a spring board for finding or developing solutions. Hence, UDEs and Clouds must be verbalized and built in a coherent way and be subject to rigorous logical check. We will look at specific aspects of working with UDEs and Clouds in order to enrich the understanding of how the TOC Thinking Processes tools are used for improvement. 

The previously announced presentation Working with layers of resistance was delivered in Helsinki on the 31st TOCPA Conference. Here you may see the video and pdf.

Jelena Fedurko is a Co-Founder and Co-President of TOC Practitioners Alliance TOCPA and International Director for tocExpert and TOC Strategic Solutions. Since 1999, she has been working with TOC as an international expert, trainer and consultant in all areas of TOC in various countries all over the world. Jelena is the author of four advanced books on TOC Thinking Processes: Behind the Cloud, Through Clouds to Solutions, Typical Mistakes in Working with TOC Logical Tools, A Good Strategy & Tactic Tree, and a co-author of the book Theory of Constraints Fundamentals.

On the 24th March Jelena also conducts the Master Class “Challenges of building a good Strategy & Tactic Tree”. The Master Class abstract is presented at the bottom of the page.

Oded Cohen (Israel/Estonia) 

Handling Interactive Constraints in a Small Manufacturing Company

Running a small business is not always simple. When competition becomes fiercer the company may experience slowdown in sales which can lead into financial difficulties. In cases like this management may look to TOC to assist in getting out of the crisis and bring the company to be profitable again. Using TOC in such situations can be challenging due to the existence of two or three interactive constraints. Coupled with financial difficulties management has to put a significant effort to plan their actions in a synchronized way. We will discuss ideas how to do so.

The previously announced presentation Using Thinking Processes for deciding on market strategies  was delivered in Helsinki on the 31st TOCPA Conference. Here you may see the video and pdf.

Oded Cohen is Co-Founder and Co-President of TOCPA, with nearly 40 years of experience in developing, teaching and implementing TOC methodology, solutions and implementation processes working directly with Dr. Goldratt all over the world. Oded is the author of Ever Improve – A Guide to Managing Production the TOC Way, he co-authored the book Deming & Goldratt: The Theory of Constraints and the System of Profound Knowledge – The Decalogue, and Theory of Constraints Fundamentals, and wrote a chapter in The TOC Handbook.

On the 24th March Oded also conducts the Master Class “MTA conceptual framework and principles“. The Master Class abstract is presented at the bottom of the page.

24 March 2017 – Master Classes

Claudio Vettor (Italy) 

Mafia Offer: the centerpiece of a systemic approach to selling value, the 4-step process

Step 1: Focusing on ‘My own’ company, using selected tools from Blue Ocean approach. Key success factors – the mandatory ingredients to “make money now and in the future”. Value curve –  the recipe, how to mix the ingredients. SW(OT) – the life (value)  insurance.

Step 2: Focusing on the “market” in which the company is immersed – customers, competitors, etc. Four actions framework & ERRC grid. Three tiers of noncustomers. Buyer utility map, buyer experience cycle (BEC) and the utility levers.

Step 3 : Mafia Offer conception, design, construction. Ideal Cycle of customer acquisition. Price percieved by customer. What is a Mafia offer and what is NOT. From UDE collection to mafia offer: a crossroads. Company with sales and marketing people < 10 : 10 questions interview + mind map + U-Shape; > 10 : spin selling (all the people) + U-Shape only leading group

Step 4:  Mafia Offer communication to customers and to own people. How to communicate? SUCCESS or TRT.

Jelena Fedurko (Estonia)  

Challenges of building a good Strategy & Tactic Tree

Those who attempt building their own S&T Tree often find it very frustrating. The final outcome is quite often not up to the high expectations the management team had when starting the construction of their S&T. The master class will show the most challenging areas of constructing an S&T tree and outline guidelines for closing this gap. We will look at rules, examples, and exercises that I have developed in the four areas of constructing an S&T Tree: 

  • the content of the entities in the S&T boxes;
  • the relationship between the entities within the same box;
  • the vertical relationship between the S&T boxes;
  • the S&T structure.

Oded Cohen (Israel/Estonia) 

MTA conceptual framework and principles

This master class presents the TOC Solution for managing production enterprises – planning and execution control in cases when clients’ tolerance time is shorter than the production lead time. The objective of the TOC MTA – Manufacturing to Availability is to ensure high level of availability for the downstream chain, while effectively control the amount of investment in inventory. Participants will

  • look into the differences between conventional making to stock (MTS) and the TOC MTA based on its unique replenishment solution
  • look into forecasting, aggregation and aggregation point
  • learn about stock buffers the TOC way and Buffer Management

Emanuele Strada (Italy) 

MTA guidelines for application in a complex supply chain



The conference and master classes are conducted in English.

For more information in Italian please visit: http://www.winwin-consulting.biz/1/toc_pa_conference_milano_4402456.html

The on-line registration form in Italian:  https://form.jotform.com/70022687801957

For registrations and information please contact Claudio Vettor: claudio.vettor@winwin-consulting.biz


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