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Case Studies Details
Case Studies Articles and Working Papers

Invaluable snapshots of a series of aerospace industry locations can be found in the LARA case studies. Case study sites reflect a wide spectrum of industry participants. The locations span a variety of sectors, include military and commercial sites, vary by size, and union status.

Each case study illustrates unique elements of life in the industry as companies and facilities work to survive in an environment of rapid change. Instability, the main focus of our research, provides a valuable lens through which to examine events as they play out in the industry.

The case studies offer a series of lessons and observations we hope will provide greater insight into the issues facing the aerospace industry in the global economy. Each case study has teaching notes and questions for discussion. The robustness of instability as a research topic was confirmed by the instability in funding, technology, and organizational structures observed across the various sites.

In addition to observing and identifying types of instability, the project explored the range of mitigation strategies that participant organizations employed. The primary finding from this analysis is that mitigation strategies are incomplete across the cases relative to the sources of instability characteristic of this industry.

These case studies are an extraordinary set of teaching materials accessible to students in industry and academia.

The case study series would not be possible without the cooperation and support of each of the companies and unions involved. The members of the project also want to acknowledge the support and contributions of the men and women at each site who made time in their schedules for interviews, confirmation of facts, and checks for the accuracy of our work.

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Lean at the C-5 Galaxy Depot: Essential Elements of Success. 2005. Barrett and Fraile.

At a time of war one might expect that workers in an Air Force facility would have no fear of losing their jobs. Yet, we found that workers at Warner Robins ALC are subjected to instability -- creating pressures similar to those felt by workers in the private sector. These pressures include Base Realignment and Closures, privatization, and a new National Security Personnel System that may radically change their rights and work conditions. Examining this instability, its sources, and consequences can help us understand future issues in the improvement and competitiveness of C-5 at Warner Robins.

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Strategies for Workforce Flexibility and Capability: The New Job Families at Boeing St. Louis. 2004. Barrett, Fraile, Litwin, Cutcher-Gershenfeld.

The IDS (Integrated Defense Systems) Boeing St. Louis plant is at the frontier of fostering workforce flexibility and new investment in skills. Pioneering systems for just-in-time delivery of training combine with high performance work systems, front-line quality inspection, and labor-management cooperation. This experience points the way toward a model of skill development that meets employer needs for continuous adaptation and employee interest in lifelong learning. At the core of this case are the joint efforts by the company and the union that have enabled the progress to date.

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International Association of Machinists and Boeing Joint Quality Through Training Programs. Tukwila, Washington. 2004. Long and Barrett.

The International Association of Machinists (IAM) and Boeing Company Quality Through Training Program (QTTP) is playing a vital role within the Boeing Company to cope with a complicated situation: reducing the workforce, implementing lean manufacturing, and the upcoming training of a new workforce as thousands of workers prepare for retirement in the coming years. QTTP Joint Training Programs were not created with these specific uses in mind, but because the programs are already established, they provide a foundation on which to build these new roles. Internal union and management groups are now relying on the credibility and connections of the QTTP leadership to facilitate organizational problem-solving. This case study describes how the joint program has responded to new organizational needs heightened by sudden changes in the aerospace industry.

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Fostering Continuous Improvement in a Changing Business Context. Textron Systems, Wilmington, Massachusetts, 1998, 1999, 2000. Cutcher-Gershenfeld.

This is a large non-union facility implementing systems change initiatives in a rapidly changing business context. Textron has been an important contributor to the U.S. defense aerospace business for five decades. Textron is a prime contractor with the U.S. government and supplier for other technologies. Textron sees workplace change initiatives as key to business success. It seeks performance gains through employee training and development. Textron Systems illustrates the ever-changing challenge of aligning employment systems with business strategy in the aerospace industry. It can sustain major change initiatives and is vulnerable to the swings that come with each new business contract. A combination of training, organizational development and work restructuring activities are being implemented. Even so, they cannot fully mitigate the instability associated with the defense aerospace sector.

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Fostering Workplace Innovation and Labor-Management Partnership: The Challenge of Strategic Shifts in Business Operations, Pratt & Whitney (United Technologies) and IAM Local 971, West Palm Beach, Florida, 1999. Barrett.

The closing of the military jet engine side of the facility and laying off of more than half of the workforce was an unanticipated form of instability faced in this case. The study had begun in order to document innovations between the IAM local and local area management centering on establishing a team-based work system and joint training systems. While important as innovations, these efforts did not convince Connecticut managers to maintain the work in this location. Ultimately, neither local union or local management efforts were sufficient to overcome the instability associated with broad corporate strategies around the movement of work.

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Transformation Through Employee Involvement and Workplace Training: The Challenges of a Changing Business Context. Rocketdyne Propulsion and Power, Canoga Park, California, 1999. Inaba and Barrett.

This case looks at organizational change, funding and environmental concerns that occurred as the company shifted its focus from the military to the commercial. After its acquisition by Boeing in 1996, it developed a vigorous employee involvement program. EI and workforce training were the two key mechanisms to mitigate instability. 120 EI groups developed plus six self-directed teams. Negotiated between the UAW union and Rockwell International in 1990, the EI program creates an opportunity to say how work is done, which represents an important culture change occurs. Leadership skills are just as important to success are technical skills. Rocketdyne is still faced with organizational and cultural change challenges, through the growth in the space sector.

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Employing Activity Based Costing and Management Practices within the Aerospace Industry: Sustaining the Drive for Lean. Boeing Commercial Airplane Group, Wichita Division/IAM, Wichita, Kansas, 1999 and 2000. Barrett, Padvana, and others.

ABCM is an accounting tool that can help companies recognize true costs and make critical choices. ABCM is designed to help firms shift their priorities from individual products to the overall manufacturing environment. BCAG is the world's largest manufacturer of commercial airplanes. It is crucial to move the corporate financial department from account role to that of business partner. The ABCM model organizes activities in terms of their relationship to final cost objects. Looking at two pilot studies, this case study shows the benefits that can be reaped from ABCM implementation. The IAM has supported the adoption of ABCM as a way to get at the true costs of production. There is caution, however, that ABCM is not a panacea.

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From Three to One: Integrating a High Performance Work Organization Process, Lean Production and Activity Based Costing Change Initiatives. Boeing Corporation, Wichita, Kansas, IAM, 2000. Kochan.

In 1997, Boeing and IAM launched an HPWO after introducing lean production initiatives in 1994 and Activity Based Costing (ABC) in 1996. Management and union leaders wanted to empower the workforce and enhance the competitiveness of the operations. After a slow and difficult path of diffusion, they need to decide how to best integrate these separate improvement programs into a single initiative. Boeing's engineering culture needs to work with the pragmatic workforce in Wichita. Workers fear losing products and projects to other Boeing facilities and have concerns about leadership turnover and follow-through. The HPWO helped managers recognize the importance of unions. Still, all three initiatives need a broader base of support.

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A Decade of Learning: International Association of Machinists/Boeing Joint Programs. Seattle, Washington, 2001. Kochan.

This national joint training initiative, funded at 14 cents per payroll hour worked, represents a key institutional innovation. Negotiated under Article 20 of the contract, this program has evolved over its first decade of experience. It expands life long learning to nearly all hourly workers. Major components of the program include: Layoff and Redeployment assistance, The Health and Safety Institute; Career and Personal Development; Classroom Training; Personal Enrichment, and High Performance Work Organization (HPWO). After a decade, the joint programs have reached between 40 and 50% of bargaining unit employees. Lean initiatives at Boeing are largely separate from the National Joint Training programs. The joint training programs have attractive design features and a steady stream of funds - so perhaps they should be more tightly linked. The program is jointly governed and staffed and thereby provides shared ownership from management, the union and the workforce. Its full potential will only be realized, however, when line managers see it as a core resource.

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Rockwell Collins & IBEW Locals 1362 and 1634: Investing in Knowledge, Skills, and Future Capability in an Uncertain Business Environment. Cedar Rapids, Iowa, 2003. Barrett.

The post-September 11th economy has confronted Rockwell Collins in Cedar Rapids, Iowa with hard choices. Faced with the need to cut costs, including laying off significant portions of the work force, the company and its unions still maintain a commitment to knowledge retention and knowledge building. This case
study chronicles the efforts of this leading producer of advanced communication and aviation electronics for the commercial market and the defense industry to balance the costs of maintaining productive effectiveness while responding to market pressures. The company is faced with increased technical requirements and
depressed demand for its products, which include: in-flight entertainment systems, aircraft communication systems, global positioning systems (GPS), flight deck displays (including collision alert systems and virtual landing aids), communications systems, and automatic flight controls. Survival depends on walking a strategic knife edge to sustain the bottom line and still maintain the innovation and flexibility needed to build products to market demand.

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