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Present, export and analyze a Kaizen

Present a Kaizen as slides, export it as a PDF, run the RCA Agent, link related records and comment with your team.

Written by Angad Singh

The toolbar at the top of a Kaizen project lets you present it as slides, export it as a PDF, run an AI root-cause analysis, link related records and discuss the project with your team.

Kaizen toolbar with Attach, link, workflow, PDF, Present and refresh buttons, Advance To, AI, and the Plan, Do, Check, Act and RCA Agent tabs

Present mode

  1. Click the Present (play) button at the top of a Kaizen. It turns into a slide presentation automatically.

  2. Use the arrow keys to move between slides.

Attachments appear at the end.

Note: admins can set the logo, fonts and phase colors in Kaizen Settings → Presentation settings. Refresh Present mode to see changes, and refresh the page if a newly added photo doesn't appear.

PDF export

Click PDF to download the whole project.

RCA Agent (AI root-cause analysis)

  1. Fill in the problem description and any details you have.

  2. Link or attach helpful material, such as machine manuals, SOPs, or documents from Document Management.

  3. Open the RCA Agent tab.

  4. Click Run RCA Analysis. The AI suggests a 5 Whys, 4M and fishbone analysis.

  5. Review the results and send suggested countermeasures to the Action Plan.

Important: always check the AI's suggestions with your team.

Link documents

Use Link Docs to connect related LeanSuite records, for example the EWO that started the project, or to add external links.

Attachments and comments

  • Attach photos, sketches, videos and files.

  • Use comments at the bottom of the page and @mention teammates to notify them.


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