SigmaForge
Illustrative case studies

Three projects, worked end to end.On the product’s own demo data.

A manufacturing program, a medical-device line with benefits validation, and a university capstone course. Every name, number and step comes from the demo organizations the product screens and videos are built on.

Read this first

Illustrative case studies: built on SigmaForge demo data, not customer results.

The companies, people and figures are the product’s demo organizations. Nothing here is a customer’s result.

  1. Manufacturing improvement program
  2. Industrial manufacturing, benefits validation
  3. University course capstone

Illustrative case study: built on SigmaForge demo data, not a customer result.

How these were written

SigmaForge ships with demo organizations so that a buyer can see the product with real-looking work in it. Each one is built by a script in the product’s codebase that writes its people, projects, deliverables, tollgate decisions and savings. These worked examples tell those stories, using only what the scripts write. Nothing was added to make a result look better.

The people are demo personas and the companies do not exist. Read these as worked examples of how the product records a project, not as evidence of what it will save you. In a demo we can walk through the same records live.

Illustrative case study: built on SigmaForge demo data, not a customer result.

Case study 01Manufacturing improvement program

Acme Manufacturing: six projects run as one program

A plant runs its improvement work as a portfolio: six DMAIC projects at different stages, an idea queue, and one project closed with its savings checked against invoices by someone who did not lead it.

projects
6
every DMAIC phase in play
claimed
$92,000
Forklift Downtime Reduction
validated
$88,000
by the owner, not the lead
gate waiting
1
Line 3, Measure

Situation

In the demo, Acme’s improvement team is Elena Torres (admin), Sandra Kirchner (the OE manager who reviews tollgates), David Rodriguez (an executive with read-only access) and three practitioners: Priya Nadar, Marco Silva and Nathan Chen. The organization has 25 seats, seven of them filled counting its owner, and a five-day service level for tollgate reviews.

Its problems are the everyday ones of a plant. Packaging Line 3 defects averaged 4.2% over Q1, up from 2.8% in Q4, driving about $12,000 a month in scrap. Changeovers averaged 47 minutes against a 22-minute benchmark. The wrong SKU was picked on 2.1% of warehouse orders. Boilers ran at 71% efficiency against an 82% benchmark. The forklift fleet was down 18% of the time. Sales orders were reworked 14% of the time because of missing or invalid data.

Approach

The demo shows the program at one moment, with each project at a different point. Forklift Downtime Reduction is the one that has been all the way through, so it is the one to follow phase by phase. Elena Torres led it with Marco Silva and Nathan Chen, and Sandra Kirchner reviewed every gate.

  1. Step 01

    Define

    A project charter from DocuForge: downtime averaging 18% against an 8% target, with a goal to halve it and save about $85,000 a year in rentals and delays.

  2. Step 02

    Measure

    A baseline study in DataForge confirmed 18% average downtime.

  3. Step 03

    Analyze

    A DataForge Pareto showed four causes account for 81% of the downtime.

  4. Step 04

    Improve

    A designed experiment (DOE) in DataForge to optimize the preventive-maintenance interval.

  5. Step 05

    Control

    An I-MR control chart holding downtime at 6.4% with no out-of-control points, and an ImpactMatrix record of the realized impact.

What the platform produced

  • Project charters from DocuForge on every project, plus a SIPOC of the packaging process and a data collection plan for Line 3.
  • A Line 3 baseline capability study (Cpk 0.72, not yet capable) and a Gage R&R on the torque gauge at 4.5% of study variation, acceptable, so the baseline describes the process and not the instrument.
  • Pareto charts that narrowed changeover time to cleaning, tool changes and calibration (72% of the time) and forklift downtime to four causes (81%).
  • A regression of boiler efficiency on load (R² 0.78) and a designed experiment on burner tuning.
  • A fishbone, a five-whys chain and a mistake-proofing design from the Lean tools; the order-entry fix is form validation.
  • Control charts: an I-MR chart holding forklift downtime at 6.4%, and a p-chart with order-entry rework trending to 4%.
  • An ImpactMatrix return for the forklift project: $92,000 a year against an $18,000 implementation, paying back in 2.3 months.

Results

Forklift Downtime Reduction closed with all 5 gates approved by Sandra Kirchner, none of them by Elena, who submitted them. The team projected $85,000 a year and claimed $92,000. The organization’s owner, who did not lead the project, validated $88,000 with a note: verified against rental invoices and maintenance logs, and $4,000 of the claim was one-time, not annual.

Across the five open projects, $560,000 of savings is projected, and the results view keeps it apart from the $92,000 claimed and the $88,000 validated, so nobody adds an estimate to a result.

The delivery board shows what needs attention without anyone compiling it: the Line 3 Measure gate is waiting for Sandra’s review; Warehouse Picking Errors has had no activity for 14 days and is flagged at risk; Order Entry Rework is past its target date; and Boiler Energy Optimization’s Improve phase was due ten days ago, so its plan shows as slipped. The idea queue holds four ideas, one at each stage: new, scored, approved and declined.

What the team learned

  • Validate against source documents.

    The $4,000 difference was a one-time saving counted as annual. It was found because someone other than the lead checked the invoices.

  • Measure the gauge before the process.

    With the Gage R&R at 4.5%, the Cpk of 0.72 is a fact about Line 3, and the team can act on it.

  • Let the board run the status meeting.

    A waiting gate, a quiet project, a late one and a slipped plan are four decisions, and the board lists them.

Illustrative case study: built on SigmaForge demo data, not a customer result.

Case study 02Industrial manufacturing, benefits validation

Corvane Pumps: $770,000 claimed, $717,000 validated

An industrial pump manufacturer closes three projects and has every saving signed off by someone other than the person who led it. The validated total is lower than the claim, and the difference is on the record.

projects closed
3
every gate approved
claimed
$770,000
by the project teams
validated
$717,000
93% of the claim
gate waiting
1
Flow-meter drift, Improve

Situation

Corvane makes centrifugal pumps for water treatment and process plants. In the demo, the team is Alex Rivera (the organization’s admin, and a practitioner), Maya Chen (the manager who runs the program, sponsors every project and reviews its gates), Tomas Herrera and Priya Raman (practitioners), and Sam Okafor, who sits in the finance role on the closed projects.

Three problems were costing the most. Seal leak failures at final pressure test on the assembly line ran at 3.8% against a 1.5% target. Impeller coating thickness varied by ±18% across the spray line, causing corrosion test failures. Bore misalignment in casing machining scrapped 6.1% of casings, the largest single scrap driver in the plant.

Approach

Each closed project carries the full DMAIC evidence trail. The seal-leak project is the one to follow: Alex Rivera led it, Tomas Herrera owned the process, Maya Chen sponsored it and reviewed every gate, and Sam Okafor held the finance seat.

  1. Step 01

    Define

    A project charter, a SIPOC process map and a stakeholder matrix, all from DocuForge.

  2. Step 02

    Measure

    A data collection plan, then a Gage R&R on the leak tester’s pressure-decay reading at 7.8% of study variation with 8 distinct categories: the tester was sound. Baseline capability: Cpk 0.71, not capable.

  3. Step 03

    Analyze

    A Pareto showing seal-face flatness and O-ring seating drive about 74% of failures, a five-whys chain, and a one-way ANOVA of pressure decay by assembly fixture (p < 0.001): Fixture 3 runs off the rest.

  4. Step 04

    Improve

    A designed experiment to find the optimum settings, and a pilot and implementation plan from DocuForge.

  5. Step 05

    Control

    An I-MR chart with the failure rate holding at 1.42% across 24 shifts, Cpk 1.51 after, a control plan handed to the line, and the benefits validation.

What the platform produced

  • Fourteen deliverables on each closed project, from charter to control plan, every one saved to its DMAIC phase as evidence.
  • For the coating project, an ANOVA that pinned thickness variation on spray-gun position (p < 0.001): gun 3 ran thin. Re-alignment and a standard set-up closed it out.
  • An ImpactMatrix return for the seal-leak project: $312,000 a year against a $46,000 implementation, paying back in 1.8 months.
  • For the open flow-meter drift project on the test bench, a regression of drift on bench temperature (R² 0.81) and a full factorial experiment in three factors and eight runs: temperature and humidity matter, time does not, with drift predicted to fall from 2.4% to about 0.8%.

Results

All 5 gates on each closed project were submitted by its lead and approved by Maya Chen. Every saving was then signed off by Maya, who led none of the three, with the note: reviewed against the finance ledger, signed off at the lower figure.

Reduce Seal Leak Failures, Line 2

Estimated
$310,000
Claimed
$312,000
Validated
$293,000

Improve Impeller Coating Uniformity

Estimated
$185,000
Claimed
$190,000
Validated
$167,000

Cut Scrap in Casing Machining

Estimated
$240,000
Claimed
$268,000
Validated
$257,000

Total, three closed projects

Estimated
$735,000
Claimed
$770,000
Validated
$717,000

The validated total is 93% of the claim. Each project validated below what its team claimed, and the $53,000 between the two is visible on the record rather than found at year end.

Three projects are still open. Flow-meter drift has its Improve gate submitted and waiting, with $420,000 estimated and no finance sign-off, because nothing has closed. Paint-line changeover was chartered in the last two weeks, to take a 74-minute changeover under 30 minutes with SMED. Pressure-test yield, in Measure, has been quiet for more than three weeks and is flagged at risk.

What the team learned

  • Check the gauge first.

    The Gage R&R proved the tester was sound, so the team chased the process rather than the measurement.

  • A lower validated figure protects the program.

    Signing every saving at the ledger figure, below the claim, is what makes the total believable.

  • Do not sign what has not finished.

    The drift project carries an estimate only. Its saving is not validated until there is a result to check.

Illustrative case study: built on SigmaForge demo data, not a customer result.

Case study 03University course capstone

State University QE 401: a real project for every student

A professor runs a Green Belt quality engineering course for eight students. Each student carries a DMAIC capstone through the term, an AI pre-reads every submission, and the professor decides every grade.

students
8
QE 401, Fall 2026
gates per capstone
5
each with a due date
gates in the queue
3
Define, Measure, Analyze
graduate
1
course certificate issued

Situation

Prof. Anita Deshmukh teaches QE 401, Quality Engineering, at State University in Fall 2026, on the Green Belt track. She wants every student to finish with a project they could defend, not only a quiz score, and she is one person reading every submission.

Two partner organizations have published project briefs on the course. Riverside Beverages: bottling Line 3 changeovers average 47 minutes against a 25-minute target, costing about nine hours of capacity a week since new SKUs arrived in March. The State University Library: one in five help-desk tickets is reopened within a week, and wait times double in the first week of term.

Approach

The term follows one student, Sofia Marchetti, the student the university video follows too, from the course form to her Measure gate.

  1. Step 01

    Set up

    One form: course name, Green Belt track, term, start and end dates, and a due date for each of the 5 capstone gates. The course gets the join code QE401-F26.

  2. Step 02

    Join

    Students join with the code. Each is enrolled in the Green Belt lessons and given their own DMAIC capstone in the university’s workspace.

  3. Step 03

    Take a brief

    Sofia takes the bottling-line brief. Its problem becomes her problem statement, and her goal is to cut Line 3 changeovers from 47 to 25 minutes by the end of term, held for three weeks.

  4. Step 04

    Measure

    Her Measure evidence is a DataForge histogram of 34 changeovers: mean 47.1 minutes, standard deviation 6.8, from 33 to 62. She submits the Measure gate.

  5. Step 05

    Grade

    Submitted gates from the whole course arrive in one queue with an AI pre-read against the rubric. The professor approves or returns each one, with feedback.

What the platform produced

  • A roster with each student’s lesson progress, capstone gates and standing, beside the join code and the course dates.
  • Briefs ranked by a priority score from impact, effort, confidence and fit, the same scoring the enterprise idea queue uses.
  • A gradebook of every student’s 5 gates, an AI pre-read and drafted feedback for a submission under review, and an export to CSV.
  • An advising view of every capstone’s gates and standing, the cohort by phase, and a suggested intervention.
  • Course certificates that name the course, the term and the supervising professor.

Results

Mid-term in the demo, three gates are waiting in the professor’s queue, each with its evidence attached: Liam O’Connor’s Define, Sofia Marchetti’s Measure and Jordan Blake’s Analyze. Two students, Lucas Meyer and Nina Petrov, are 15% and 5% through the lessons and have gone quiet, and the course flags them as at risk.

Maya Krishnan has finished. All 5 of her gates were approved by Prof. Deshmukh, her capstone passed, and State University issued her course certificate. She also took the Certification Upgrade and passed its exam, so she holds the separate SigmaForge Professional Certification, GB-2026-0001, which anyone can check on the verification page.

The university film runs the same course on to the end of term, where Sofia finishes, passes the exam and holds GB-2026-0003.

What the team learned

  • Real briefs make real projects.

    A capstone that starts from a partner’s problem arrives with a baseline and a target already stated.

  • The pre-read saves reading, not judgment.

    The AI reads each submission against the rubric first. The grade is still the professor’s.

  • Keep the course and the certification apart.

    The course certificate records what the university assessed. The professional certification needs its own exam.

See the records live

Walk through a demo company, then try your own data.

Book thirty minutes. We will open these projects in the product, then run the analyses on a spreadsheet of yours.