32nd International Conference of the

TOC Practitioners Alliance - TOCPA

www.tocpractice.com 23 March, 2017 Milan, Italy

Insights into working with

UDEs and Clouds

Jelena Fedurko, tocExpert, Estonia

23 March, 2017
 Jelena Fedurko
Jelena Fedurko is a Co-Founder and Co-President of
TOC Practitioners Alliance TOCPA and International
Director of TOC Strategic Solutions.

Jelena has been involved in TOC since 1999. She is a

TOC expert, trainer and consultant, and provides TOC
implementation support in production, supply chain
project management, people management, and
developing strategies and tactics. Jelena has worked
in various countries all over the world, including
Japan, Poland, Germany, Switzerland, Turkey, Italy,
Russia, Ukraine, India, China, Chile, Colombia, Mexico.

Jelena is the author of four advances books on TOC

Thinking Processes: Behind the Cloud (2011), Through
Clouds to Solutions (2013), Typical mistakes in
working with TOC Logical Tools (2014), A Good
Strategy & Tactic Tree (2016). Together with Oded jelena@tocexpert.com
Cohen Jelena has co-authored the book Theory of www.tocexpert.com
Constraints Fundamentals (2012). She has contributed www.tocpractice.com
to a number of books on TOC, and has many
publications. Jelena translated and edited several
major TOC books.
www.tocpractice.com 32nd International Conference of the TOC Practitioners Alliance - TOCPA
 Brief History of the Development
of The TOC Thinking Processes

1983 The realization of the Green Curve & Red Curve

of improvement patterns
1985 - The use of Cause and Effect (C&E) in Negative
Trees (for problems) and Positive Trees (for the
solutions)
End 1985 Strategy & Tactic structure (discontinued)
1986 the formalization of the 5 steps of focusing
1987 the Jonah Program (production based)
1990-1992 the development of the TP Map:
CRT Current Reality Tree
Core Cloud
FRT Future Reality Tree
PrT - Prerequisite Tree
TrT Transition Tree
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 Brief History of the Development of
The TOC Thinking Processes
1993 Clouds for individuals problems
1995 MSW Management Skills workshops Daily TP
1995-1997 TP maps for the TOC Logistical Solutions
2001 Strategy & Tactic Tree round 2
2006 S&T Tree formalized
2006 The U-Shape
2007-2009 Standard S&T trees for DCE
2008-2010 Formalizing sets of injections for standard solutions
2008-2010 Injection implementation knowledge Ever Improve
2011 Mistakes and Rules for Working with Assumptions
Behind the Cloud
2013 Working with UDEs and UDE Clouds for system analysis
Through Clouds to Solutions
2014 Mistakes and Difficulties in working with TOC Logical Tools
2016 A Good S&T Tree
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 Using Thinking Processes
for analysis and developing solutions

As with any body of knowledge,

over the years the TOC Thinking Processes
have been undergoing continuous development
and upgrade.

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 Upgrade of mechanics of
Clouds, Assumptions and UDEs:

In the process of development and upgrade of TP, deeper

understanding of the mechanics of the central TP tools developed.

http://tocexpert.com/books/
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 Deeper understanding
of mechanics

In this presentation we will look only at the few of the issues:

Structure and purpose of the Cloud

Why D MUST endanger C, and D MUST endanger B
Why it is wrong to try and use the Cloud for decision-making
When it is right and when wrong to put your solution on one
side of the Cloud
Why it is wrong to put an UDE on one side and a DE on the
other side of the Cloud
Why it is wrong to say that the assumption behind the straight
arrow is It is the ONLY WAY
Why it is wrong to say that the assumption behind the conflict
D-D is that the two cannot be done at the same time or cannot
be separated in time/space, etc
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 Structure and purpose of the Cloud

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 Does the way the Cloud is
usually presented impact the
perception of its purpose?

As a rule, a Cloud is presented like that:

B D
The need that One of the two
we want to
A conflictng actions or
satisfy by the
The common action in D wants
objective
CONFLICT
achieved by
C D
having B and C
The need that The other one of
we want to
the two conflicting
satisfy by the
action in D actions or wants

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 Does the way the Cloud is
usually presented impact the
perception of its purpose?
As a rule, a Cloud is presented like that:

B D

Manage Owners commit their

A current time to daily
throughput operations
Grow the CONFLICT
business C D
Owners commit
Develop future their time to new
throughput
business
developments

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 The PURPOSE
of the Cloud
It is often overlooked that in fact the PURPOSE of Cloud is to
express this relationship:
To achieve what? D
To
B D
achieve
what? The need that One of the two
we want to
A conflictng actions or
satisfy by the
The common action in D wants
objective CONFLICT
achieved by
C D
having B and C
The need that The other one of
we want to
the two conflicting
satisfy by the
action in D actions or wants
To achieve what? D
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 The PURPOSE
of the Cloud
So, the PURPOSE of THIS Cloud is to express this:

We find ourselves in a conflict

D

AND WE CANNOT SORT IT OUT! Owners commit their

time to daily
operations
So, we want to UNDERSTAND
what makes us stay in this conflict CONFLICT
D
Owners commit
their time to new
business
developments

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 We want to understand
WHAT MAKES US STAY IN
THIS CONFLICT
The PURPOSE of THIS Cloud is to express this:
To achieve what? D
To
B D
achieve
what? Manage Owners commit their
A current time to daily
throughput operations
Grow the CONFLICT
business C D
Owners commit
Develop future their time to new
throughput
business
developments

To achieve what? D
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 Why D MUST endanger C,
and D MUST endanger B

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 Why D MUST endanger C,
and D MUST endanger B
The conflicts exists ONLY because we CANNOT do EITHER OF THE
ACTIONS as it KILLS THE OTHER NEED
B D
The need that One of the two
we want to
conflictng actions or
A satisfy by the
action in D wants
The common
objective CONFLICT
achieved by
C D
having B and C
The need that The other one of
we want to
the two conflicting
satisfy by the
action in D actions or wants

www.tocpractice.com 32nd International Conference of the TOC Practitioners Alliance - TOCPA

 Why D MUST endanger C,
and D MUST endanger B
The conflicts exists ONLY because we CANNOT do EITHER OF THE
ACTIONS as it KILLS THE OTHER NEED

B D

Manage Owners commit their

A current time to daily
throughput operations
Grow the CONFLICT
business C D
Owners commit
Develop future their time to new
throughput
business
developments

www.tocpractice.com 32nd International Conference of the TOC Practitioners Alliance - TOCPA

 Why D MUST endanger C,
and D MUST endanger B
The conflicts exists ONLY because we CANNOT do EITHER OF THE
ACTIONS as it KILLS THE OTHER NEED

B D

Manage Owners commit their

A current time to daily
throughput operations
Grow the CONFLICT
business C D
Owners commit
Develop future their time to new
throughput
business
developments

www.tocpractice.com 32nd International Conference of the TOC Practitioners Alliance - TOCPA

 Why it is wrong to try
and use the Cloud
for decision-making

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 The Cloud is NOT for
decision making!
We cannot use a Cloud for making a decision between the
two options that the Cloud presents,
because in the Cloud to decide would mean to choose
either D or D.
But it is exactly why the Cloud exists: we use the Cloud
when we ARE UNABLE TO CHOOSE between the two
options.
Our inability to choose is caused by sensing or being
clearly aware of the fact that by achieving one necessary
condition for A, we endanger the other necessary
condition. Hence, we endanger A.
We use the Cloud NOT to make a decision: D or D, but to
find a solution.
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 When it is right and when wrong
to put your solution on one side
of the Cloud

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 Your solution on one side
of the Cloud
By putting your solution on one side of the Cloud you announce
loud and clear that your solution is BAD for the system
it endangers a legitimate need of the system that is a Necessary
condition to achieve one of the systems objectives

B D

A Important need Current way of

Systems of the system operations
objective
achieved by CONFLICT
having BOTH C D
B and C
THE WAY OF
Important need OPERATIONS THAT
of the system YOU OFFER

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 Why it is wrong to put an UDE on
one side and a DE on the other side
of the Cloud

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 Putting UDE in D
and DE in D
At the very beginning of developing a process of explaining an UDE
through a Cloud, the recommendation was to put an UDE in D, and a
Desired Effect (DE), an opposite to an UDE, in D.
However, what we will get is the same we will announce that a
DESIRED EFFECT ENDANGERS A VALID AND IMPORTANT NEED OF
THE SYSTEM.
Then how can it be a DESIRED effect?
B D
A Important need
Systems
of the system UDE
objective
achieved by CONFLICT
having BOTH C D
B and C

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Important need
of the system
DE ?
32nd International Conference of the TOC Practitioners Alliance - TOCPA
 UDE is NOT a part of the Cloud:
The Cloud EXPLAINS how an UDE
manifests in reality

UDE
ENDANGERS
1 2
B D
Why is this UDE What action do
undesirable what you take to meet
important need of the
5 the jeopardized
A system does it
jeopardize/endanger? need in B?
What is the
common objective
achieved with both
C D
B and C? What other What action do
important need you take to
prevents you from meet this other
always taking the need in C?
action in D?
3 4
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 Why it is wrong to say that the
assumption behind the straight
arrow is It is the ONLY WAY

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 The meaning of the
straight arrow in the Cloud
The MEANING of the straight arrow in a Cloud is that the entity at the tail of the
arrow is the Necessary Condition to achieve the effect at the tip of the arrow.
Necessary Condition by default means that it is THE ONLY WAY.
An Assumption is NOT the repetition of what has been already established! An
assumption is what explains THE GROUNDS ON WHICH BE BELIEVE THAT THERE IS
NECESSITY LOGIC BETWEEN THE TWO ENTITIES!

is the only way

is important
Y is necessary
is absolutely vital
X
brings about
makes
helps
is best
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 Why it is wrong to say that the
assumption behind the conflict D-D
is that the two cannot be done at
the same time or cannot be
separated in time/space, etc.

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 The meaning of the
conflict arrow D-D

The MEANING of the conflict arrow D-D D

is that the one who has recorded the
One of the two
Cloud believes that the two entities
conflictng actions or
recorded in D and D CANNOT BE DONE
wants
AT THE SAME TIME and within the
context of this specific situation they CONFLICT
cannot be separated in time/space/etc. D

The other one of

To offer such statements as
the two conflicting
assumptions does not add anything to
actions or wants
UNDERSTANDING WHY THE CONTENTS
OF THE TWO ENTITIES are IN CONFLICT.
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