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TRIZ – The Theory of Inventive Problem Solving
Posted by Tanner Zornes
TRIZ is a Russian acronym for The Theory of Inventive Problem Solving. TRIZ began in the 1940s by a soviet engineer named Genrich Altshuller. He recognized that technological advancements follow a systematic and natural progression. As a result, Genrich invented TRIZ, creating common solutions that can be redeployed to business problems for specific improvements. The 40 Principles of TRIZ are like the old idiom, “Don’t reinvent the wheel.”
In other words, hundreds of really smart inventors have lived before today. TRIZ takes what is already created, adapts, and deploys it to solve today’s problems. Moreover, TRIZ uses tables of inherent contradictions and innovation principles, not trial and error, to reform the design challenge and remove physical contradictions.
- By this point in the DMAIC methodology, you should have a solid understanding of the problem that needs to be solved.
- Find the TRIZ General Problems that match your specific problem
- Identify which general solutions of TRIZ best apply to your specific problem.
- Lastly, apply the general solutions to your specific problem
Applying TRIZ
TRIZ works best in situations where other Six Sigma tools have not worked. Think of it as another way to find solutions that exist outside the normal process boundaries. You could use it during the Improve phase of the Six Sigma technique DMAIC (define, measure, analyze, improve, control) or the design phase of DMADV (define, measure, analyze, design, verify). ( reference )
You are not expected to memorize all 40 principles as part of your Six Sigma preparation. Rather, you should be familiar with each TRIZ principle in order to recognize answers on the exam. With that said, each of the below principles has been paired with a brief explanation and examples.
Principle 1: Segmentation
Divide an object into similar sections to add value to the product.
- Different-sized cutting guards on hair clippers.
- Focal lenses on a camera
Principle 2: Taking Out or Extraction
Take out the unnecessary portions of a product or extract the most necessary portions. As a result, the product becomes streamlined.
- Self-check-in apps for dining-in restaurants (taking out long wait times)
- Music playing in restrooms (without the actual musicians)
- Take out lactose in milk, and the result is an allergy-friendly milk
Principle 3: Local Quality
Adjust item properties to fit user/application requirements.
- Ergonomic keyboards
- Pens with erasable ink
Principle 4: Asymmetry
Modify an object from a balanced state to an uneven state. Though contrary to nature, asymmetry adds value to a variety of products.
- Water bottles (small spout for easy drinking, large base to hold water)
- Pencil Grips
Principle 5: Merging, Consolidation, or Combining
Combine concepts, items, or systems with those of similar properties. Consequently, the objective becomes more lean.
- Printers that can print in color and black and white
- Roofers that put up Christmas lights during the winter season
Principle 6: Universality
Consolidate parts of an object into one singular function. With this in mind, the product receives a wider application of use.
- A tablet compared to a laptop when you are on the go.
- USB drivers verses CDs or floppy disks.
Principle 7: Nested Doll
Similar to Russian nesting dolls, objects fit inside each other. This allows for space consolidation.
- A portable chess set:
- Stackable chairs
Principle 8: Anti-Weight
Offset the weight of an object by combining it with things that provide lift. That is to say, the object has less weight.
- Hot air balloons
- Hydraulic car jacks
Principle 9: Preliminary Anti-action
Implement measures to control harmful actions or consequences DURING a necessary process.
- Cars with vehicle blind spot monitors in order to avoid collisions when changing lanes
Principle 10: Preliminary Action
Perform the required change in ADVANCE. To clarify, the action occurs before a process begins.
- Boxed furniture that contains pre-drilled holes for assembly
- Cell phone notification when power is low, which prevents the phone from dying
Principle 11: Beforehand Cushioning
In cases where there is low consistency, provide a means for cushioning the worse-case scenarios.
- Sprinkler systems in case of fires
- Emergency shut-off switches
Principle 12: Equipotentiality
Solutions that involve a change to an object’s environment enable the desired results compared to a direct change to the object.
- Laundry chute – using gravity to bring your laundry downstairs
Principle 13: The Other Way Around
Do it in reverse or opposite ways, such as drive-thru restaurants vs. sit-in diners.
Principle 14: Spheroidality – Curvature
Introduce a bend or shape to an object. In addition, this includes how the object moves.
- Archways expand the inside of buildings, which allows more room and improved acoustics.
- A drill gun’s motion compared to a hammer’s motion
Principle 15: Dynamics
Change an object or system in order to create optimal flow.
- Pressure valves for gas and liquid control
Principle 16: Partial or Excessive Actions
If optimal performance cannot be achieved, aim for more or less to create the desired effect.
- Using paint primer on an object before the actual painting process
Principle 17: Another Dimension
Take an object from one dimension or plan to two planes. This includes two dimensions to three, or vice versa.
- Spiral staircase compared to normal stairs
- A desk shipped pre-assembled versus assembled in advance.
Principle 18: Mechanical Vibration
Introduce vibration to an object. Though contrary to Six Sigma’s goal to reduce process variation, increased vibration is beneficial under the right circumstances
- Electric toothbrush, which allows for better teeth cleaning compared to a normal toothbrush
- Increased vibration in a foot massage leads to a better stronger massage
Principle 19: Periodic Action
Change a steady action to occur in intervals. This allows users to increase or decrease magnitude during the process.
- Lights and sirens on a fire truck notify other cars to move
- Spring-loaded nerf guns
Principle 20: Continuity of Useful Action
Continuous flow of a process or object. This can also include eliminating idle objects.
- Dams use falling water, thus generating electricity.
- Crossfit exercise routines, which consequently create a more complete workout.
Principle 21: Skipping or Rushing Through
Conduct at-risk or harmful stages at high speeds in order to avoid extra damage.
- Friction can heat up an object, which leads to warped material. Faster cutting speeds prevent more warping.
Principle 22: Blessing in Disguise – Harm into Benefit
Make the most out of harmful factors in order to create a positive effect.
- Composting, such as tossing egg shells into a garden to improve soil quality
- Rebuilding infrastructure after natural disasters
Principle 23: Feedback
Add performance data to a process or object. A Six Sigma example of feedback is Statistical Process Control .
- Automated survey inquiries allow people to receive quick feedback from customers.
- Audiovisuals on the TV so that viewers can know the TV volume
Principle 24: Intermediary/Mediator
Use an intermediary vehicle or process. In other words, using someone or something as a link between two processes.
- Using email in order to distribute communication to a group of people
- US Postal Services, which ships goods or letters between people
- Food processors so that people without teeth can eat, too!
Principle 25: Self-Service
An object or process that services itself or provides auxiliary assistance.
- Automated phone call screening so that callers are connected to the correct department.
- Car wash stations that include self-vacuum stations so that customers can clean inside and outside of their car!
Principle 26: Copying
Use less expensive material that is more accessible to replace expensive and less available parts.
- 3-D Printing
- Replacing metal components with high durable plastic ones
Principle 27: Cheap Short-Living Objects
Replace expensive, quality objects with multiple cheaper objects. This leads to a compromise on certain quality aspects, but provides lower costs.
- Glass plates and cups are nice until you need to wash them. However, paper plates and cups can be thrown away after use
- Washable diapers are cheaper compared to disposable diapers, but single-use diapers are more easy to use
Principle 28: Mechanics Substitution
Replace a mechanical system with an electronic, sensory, or chemical system.
- Dictation or saying words aloud to be typed compared to typing it out by hand
- A car fob can unlock the viable faster than using the car key slot
Principle 29: Pneumatics and Hydraulics
Use gas or liquid parts instead of solid parts.
- Hydraulic brakes compared to standard brakes
- Gel-filled insoles in shoes provide better foot support compared to standard insoles
Principle 30: Flexible Shells and Thin Films
Use flexible materials that are more durable, lighter, and cost effective.
- Bullet-proof vests are made out of light-weight material called kevlar, which is better than heavy metal for firearm safety
- Bubble wrap is great for shipping goods because of its extra cushioning
Principle 31: Porous Materials
Add holes (pores) to an object. This leads to a lighter and less dense object.
- Homes that use fiberglass for insulation
- Sponges to absorb moisture
Principle 32: Color Changes
Change the color of an object or the color around the object.
- Camouflage, which allows users to blend in to their environment
- Lighter colored homes reduce heat absorption from the sun.
Principle 33: Homogeneity
The interaction of two or more objects of the same material or purpose.
- Blood transfusions only work if the user has the same blood type as the donor
- Wooden dowels to join pieces of wood together
Principle 34: Rejecting, Discarding – Recovering, Regeneration
Reject or discard the object after completion or recover it after completion.
- SpaceEx launch spacecraft and the rocket returns to the launch pad after ascent. As a result, the cost of space travel is reduced
- Climbing the career ladder by changing jobs
Principle 35: Parameter Changes
Includes any input/output change such as temperature, durability, or pressure. Lots of things can fit in this bucket!
- Move into a larger work space in order to increase output
- Cakes batter baked at a lower temperature makes a better cake
Principle 36: Phase Transitions
Gradual changes to certain specs such as volume or pressure.
- Switching gears in a vehicle, which reduces gas consumption
- Move objects to cooler temperatures such as a fridge to decrease its heat
Principle 37: Thermal Expansions
Use heat or pressure in order to achieve desired results.
- Use heat to expand pipes so that they can connect. Cool pipes to cement them
Principle 38: Accelerated Oxidation
Replace common air with oxygen rich air.
- Ventilators assist to treat patients that struggle to breath
- Oxygen rich air is better fuel for fire, which can be applied during heat treatment
Principle 39: Inert Atmosphere
Negate moving or changing settings with less mobile or chemically inactive spaces
- Fire extinguishers work to move oxygen way from the flames. This results in putting out the fire
- Vacuum sealed bags are great space savers because the air is taken out of the object
Principle 40: Composite Materials
Unlike principle 5, composite materials combine different types of materials together.
- The body of an aircrafts is made of metals, foam, plastics, kevlar, and more. The principle also applies to the insides of vehicles.
IASSC Green Belt Sample Question
Question: Which of the following ideas best follows the TRIZ principle of “The Other Way Around?”
(A) Using hydraulic technology over gas-powered equipment
(B) Utilizing a trash compactor to maximize tonnage per pickup
(C) Baking cookies at a higher temperature
(D) Escalators in an airport or mall
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D: “The Other Way Around” (Principle 13) refers to the opposite way of doing something. Stairs requires people to move in a stationary environment whereas escalators create a moving environment while the people remain stationary.
Additional Resources
https://www.aitriz.org/articles/40p_triz.pdf – This is a great book extract for anyone who wants to practice TRIZ.
I earned my Lean Six Sigma Black Belt through IASSC. SixSigmaStudyGuide.com's guided course has helped me gain confidence to pass my exam and earn my certification. I currently apply Six Sigma in aerospace manufacturing to drive efficiencies and reduce costs. Ask me how the Six Sigma Study Guide can help you pass your exam. https://www.linkedin.com/in/tanner-zornes-b9871b106/
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Comments (1)
MODIFIER program is based on ARIZ, TRIZ tools (algorithmized method of finding innovative solutions) essentially an electronic guide to the stages of the search workflow solutions of inventive problems. Designed for learning and mastering (by examples) data techniques, as well as for further independent work on the search innovative solutions (the language in one version is Russian, in the other – English). Added 4 more PROGRAMS. “MODIFIER” program (version 1.7): https://b-b.by/modules/tr/mco_eng.htm
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TRIZ Method of Problem Solving explained
TRIZ Method of Problem Solving: this article explains the TRIZ Method of Problem Solving , developed by Genrich Altshuller in a practical way. Next to what it is, this article also highlights the founder, the reason of it’s excistenc, and the five basic principles and the 40 principles including practical examples. After reading you will understand the basics of this powerful problem solving tool. Enjoy reading!
What is TRIZ Method of Problem Solving?
In the 1980s the Russian engineer Genrich Altshuller developed the TRIZ theory which is an acronym for Teorya Resheniya Izobreatatelskikh Zadatch . The literal translation is: “theory of inventive problem solving” .
The most important result of the research was, that the evolution of technological progress follows a number of predictable patterns. It is an innovative way of looking at problems and solutions.
TRIZ Method of Problem Solving is not a coincidence
As a patent examiner Altshuller refused to accept the fact that inventions and creativity were random or chance acts.
His goal was to develop a standard process for successful innovations. This is how he discovered that 98% of patented innovations were based on an already known principle. Only 2% of all patents were really new innovations.
The TRIZ Method is universally applicable!
TRIZ starts from a number of principles and processes of innovation that are universally applicable. Large multinationals such as Hewlett-Packard , Boeing and Samsung have used the TRIZ method to develop new products, optimize processes and gaining a better understanding of developments and trends in the market for decades.
Your company name or product here? Ask about the possibilities More information
TRIZ has become an umbrella that covers a host of inventive concepts, tools and processes that are often used to solve difficult problems.
The TRIZ Method of Problem Solving: the basic principles
To arrive at improvement, the TRIZ method uses 5 basic principles and 40 inventive principles. It forces us to look at problems differently.
1. The ideal end result
Thinking out of the box is a good principle to achieve an ideal end result. The TRIZ Method of Problem Solving encourages people not to be satisfied too quickly with the solutions to a problem, but to be always open to even better ideas.
2. Less is more
There is not always a need to invest a lot of money to arrive at the best idea. Innovation can be realized with existing materials and sometimes the solution is close at hand.
3. Solutions already exist
The TRIZ Method of Problem Solving helps people define problems in terms of frequently used and general principles, which enables searching for solutions outside their primary field of expertise.
4. Search for fundamental contradictions
Innovating equals problem solving, which mostly exist of contradictions. When these contradictions are defined, the solution is often imminent.
5. Lines of evolution
Systems do not evolve randomly. There are fixed patterns that make the evolution of technology predictable,
The TRIZ method 40 inventive principles
Genrich Altshuller arrived at 40 inventive principles to solve complex problems. According to the TRIZ Method of Problem Solving, each innovation can be traced back to the application of one or more of these principles.
To arrive at the right application of the 40 inventive principles, it is important to formulate the right contradiction very clearly with respect to what should be improved and what should not get worse.
After this, the problem solving process can be started up.
1. Segmentation
Segment the product into independent parts as a result of which a useful or damaging quality is isolated (shop in shop).
2. Extraction
Extract a disturbing part or property from an object and/or single out the only necessary part or property (sugar free biscuits).
3. Local quality
By changing the structure of products in a specific place, the desired product is created (cap on milk carton).
4. Asymmetry
Change the shape an object from symmetrical to asymmetrical (trendy kettle).
By merging functions, properties or parts of a product in space or time, a new or unique result is created (day cream with UV filters).
6. Universality
Make a product more uniform, universal, extensive and multi-functional (hair-dryer).
7. Nested doll
Place multiple objects inside others (paper insulated coffee cups).
8. Counterweight
Compensate the negative property of the product by combining it with another object that provides a lifting force (hovercraft).
9. Preliminary counteraction
Analyse beforehand what can go wrong and take preliminary counteraction (sun milk).
10. Preliminary Action
Place object before it is needed so that it can go into action immediately from the most convenient location for their delivery (Emla numbing cream).
11. Cushion in advance
Because nothing is perfectly reliable, prepare emergency measures in advance (metallic car coating – anti-contamination).
12. Equipotentiality
Eliminate tension in or around an object’s environment (cling film).
13. The other way round
Implement an opposite or reverse action (reversible clothing).
14. Spheroidality
Replace linear parts with spherical parts (round brush head for hoover).
15. Dynamics
Make a product or property temporarily flexible or flexible for a short while (possibility to buy a car with unique stripes).
16. Partial or excessive actions
Use a little more than necessary or use a little less of the same product (high active enzymes in laundry detergents).
17. Transition into another dimension
Change the orientation of a linear product from vertical to horizontal etc. Use a different dimension or multi-storey arrangement (layered cake).
18. Mechanical vibrations
Use vibrations to achieve a positive effect (massage cushion).
19. Periodic Action
Instead of continuous actions use periodical or pulsating actions (electric toothbrush).
20. Continuity
Carry on work continuously and eliminate all idle or intermittent actions (boarding pass such as e-tickets).
21. Rushing through
Conduct a process at high speed to prevent errors (DSL internet versus fibre optic internet).
22. Blessing in disguise
Use harmful factors to add value. (3M yellow post-its with low tack adhesive).
23. Feedback
Introduce feedback by using output as a means of input, output audits can be improved (telephone number of service desk on packaging).
24. Intermediary
Merge one object temporarily with another (oven bag for cooking chicken).
25. Self-service
Make an object serve itself by performing auxiliary helpful functions (self-checkout at supermarkets).
26. Copying
Instead of a valuable or fragile object, use inexpensive copies (zirconia jewellery).
27. Cheap objects
Use inexpensive and/or disposable objects to reduce costs (disposable cutlery).
28. Replace mechanical system
Replace a mechanical system with a different shape, action or function (folding electric bikes).
29. Pneumatics and hydraulics
Replace solid parts of an object with pneumatic (air) or hydraulic (water) parts (barber chair).
30. Flexible shells
Replace traditional constructions with flexible shells (water repellent, breathable sports clothing).
31. Porous materials
Make properties of objects, systems or materials porous (read-to-use iodine band-aid).
32. Colour changes
Change the colour or other optical property of an object (Polaroid sunglasses).
33. Homogeneity
Make objects interact with a given object with identical properties (two-component adhesive).
34. Discarding and recovering
By making objects or parts of objects that have fulfilled their usefulness go away and by subsequently restoring them, they can be reused.(reusable make-up packaging)
35. Parameter changes
Change the properties of an object (steam shower).
36. Phase transitions
Use phenomena occurring during chemical phase transitions (pregnancy test).
37. Thermal expansion
Convert heat energy to mechanical energy (solar panels).
38. Strong oxidants
Reinforce oxidative processes to enhance a function or process (cryotherapy for warts).
39. Inert atmosphere
Replace a neutral environment to support a desired function (vacuum wine saver pump).
40. Composite materials
Change from homogeneous to composite materials (thermos flask).
The TRIZ Method of Problem Solving is all about Creativity
The TRIZ Method of Problem Solving stimulates creativity and the 40 inventive principles could inspire product development. Compare the TRIZ method to a brainstorming session in which participants are encouraged to emerge with ideas. The effects of the session are limited because only those attending the session make creative contributions.
It’s Your Turn
What do you think? Is the TRIZ Method of Problem Solving still applicable in today’s business companies? And if so, how do you use it and what are the general results and learning lessons? Are the basics principles the same or are there new ones?
Share your experience and knowledge in the comments box below.
More information
- Altshuller, G. , Shulyak, L., & Rodman, S. (2002). 40 Principles Extended Edition: Triz Keys to Technical Innovation . Technical Innovation Center, Inc.
- Altshuller, G. , & Shulyak, L. (1996). And Suddenly the Inventor Appeared: Triz, the Theory of Inventive Problem Solving . Technical Innovation Center, Inc.
- Chen, J. L., & Liu, C. C. (2001). An eco-innovative design approach incorporating the TRIZ method without contradiction analysis . The Journal of Sustainable Product Design, 1(4), 263-272.
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Published on: 12/09/2016 | Last update: 07/09/2024
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Patty Mulder
Patty Mulder is an Dutch expert on Management Skills, Personal Effectiveness and Business Communication. She is also a Content writer, Business Coach and Company Trainer and lives in the Netherlands (Europe). Note: all her articles are written in Dutch and we translated her articles to English!
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3 responses to “triz method of problem solving explained”.
Congratulations! An excellent article! Very well built! Once again Congratulations! Teach “Innovation Management in Education at the Christian University” Dimitrie Cantemir, Bucharest, Romania. In the course support we included a dedicated TRIZ module. Sincerely, Univ. Lecturer. Remus CHINA
This is really good article and would like to learn more. Looks very much useful in our industry.
Thank you for your comment, Bala Krishna.
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The TRIZ method is an organized, systematic, and creative problem-solving framework. The TRIZ method was developed in 1946 by Soviet inventor and author Genrich Altshuller who studied thousands of inventions across many industries to determine if there were any patterns in innovation and the problems encountered.
TRIZ: Theory of Inventive Problem Solving
- The TRIZ method is an organized, systematic, and creative problem-solving framework. It was developed in 1946 by Soviet inventor and author Genrich Altshuller who studied 200,000 patents to determine if there were patterns in innovation .
- Altshuller acknowledged that not every innovation was necessarily groundbreaking in scope or ambition. From the result of his research, he created five levels of innovation , with Level 1 innovations resulting from obvious or conventional solutions and Level 5 innovations resulting in new ideas that propelled technology forward.
- The TRIZ method has been altered multiple times since it was released and may appear complicated. However, problem-solving teams can take comfort from the fact that others have most likely prevailed against similar problems in the past.
Table of Contents
Understanding the TRIZ method
TRIZ is a Russian acronym for Teoriya Resheniya Izobretatelskikh Zadatch , translated as “The Theory of Inventive Problem Solving” in English.
For this reason, the TRIZ method is sometimes referred to as the TIPS method.
From careful research of over 200,000 patents, Altshuller and his team discovered that 95% of problems faced by engineers in a specific industry had already been solved.
Instead, the list was used to provide a systematic methodology that would allow teams to focus their creativity and encourage innovation .
In essence, the TRIZ method is based on the simple hypothesis that somebody, somewhere in the world has solved the same problem already.
Creativity, according to Altshuller, meant finding that prior solution and then adapting it to the problem at hand.
The five levels of the TRIZ method
While Altshuller analyzed hundreds of thousands of patents, he acknowledged that not every innovation was necessarily groundbreaking in scope or ambition.
After ten years of research between 1964 and 1974, he assigned each patent a value based on five levels of innovation :
Level 1 (32% of all patents)
These are innovations that utilize obvious or conventional solutions with well-established techniques.
Level 2 (45%)
The most common form where minor innovations are made that solve technical contradictions.
These are easily overcome when combining knowledge from different but related industries.
Level 3 (18%)
These are inventions that resolve a physical contradiction and require knowledge from non-related industries.
Elements of technical systems are either completely replaced or partly changed.
Level 4 (4%)
Or innovations where a new technical system is synthesized.
This means innovation is based on science and creative endeavor and not on technology.
Contradictions may be present in old, unrelated technical systems.
Level 5 (1%)
The rarest and most complex patents involved the discovery of new solutions and ideas that propel existing technology to new levels.
These are pioneering inventions that result in new systems and inspire subsequent innovation in the other four levels over time.
How the TRIZ method works
Since its release, the TRIZ method has been refined and altered by problem-solvers and scientists multiple times. But the problem-solving framework it espouses remains more or less the same:
Gather necessary information
Problem solvers must start by gathering the necessary information to solve the problem.
This includes reference materials, processes, materials, and tools.
Organize the information
Information related to the problem should also be collected, organized, and analyzed.
This may pertain to the practical experience of the problem, competitor solutions, and historical trial-and-error attempts.
Transform the information into a generic problem
Once the specific problem has been identified, the TRIZ method encourages the problem solvers to transform it into a generic problem.
Generic solutions can then be formulated and, with the tools at hand, the team can then create a specific solution that solves the specific problem.
Make sense of that
The last step in the TRIZ method appears to be rather complicated. But it is important for innovators to remember that most problems are not specific or unique to their particular circumstances.
Someone in the world at some point in time has faced the same issue and overcome it.
When to Use TRIZ:
TRIZ is a valuable problem-solving approach in a variety of scenarios:
1. Complex Technical Challenges:
TRIZ is particularly effective for solving complex engineering and technical problems, especially those involving conflicting requirements or constraints.
2. Innovation and Design:
When organizations seek to foster innovation in product design, TRIZ can help identify inventive solutions and drive creativity.
3. Product Development:
TRIZ can be applied at various stages of product development, from concept generation to troubleshooting and optimization.
4. Process Improvement:
It is useful for optimizing processes and operations, reducing inefficiencies, and eliminating bottlenecks.
5. Patent Analysis:
TRIZ can assist in analyzing patents and inventions to uncover the inventive principles and strategies used by others.
How to Use TRIZ:
Applying TRIZ effectively involves a systematic approach that leverages its principles and tools:
1. Define the Problem:
Clearly define the problem or challenge you are facing, including any contradictions or conflicts within the problem statement.
2. Identify Contradictions:
Identify the contradictions or conflicts inherent in the problem. These could be technical contradictions (e.g., increase strength vs. reduce weight) or physical contradictions (e.g., increase temperature vs. reduce temperature).
3. Apply Inventive Principles:
Consult the TRIZ inventive principles and tools to identify solutions that resolve the contradictions. These principles provide guidance on how to overcome specific challenges.
4. Ideate and Innovate:
Encourage creative thinking and brainstorming to generate potential solutions based on the inventive principles and insights gained from TRIZ analysis .
5. Evaluate and Select Solutions:
Evaluate the generated solutions for feasibility, effectiveness, and alignment with the ideal final result (IFR). Select the most promising solutions for further development.
6. Implement and Test:
Implement the chosen solutions and test them in practice. Monitor their effectiveness and make adjustments as needed.
Drawbacks and Limitations of TRIZ:
While TRIZ is a powerful methodology for inventive problem-solving, it is not without its drawbacks and limitations:
1. Complexity:
TRIZ can be complex and may require training and expertise to apply effectively, especially for novices.
2. Not a Panacea:
TRIZ may not be suitable for every problem. Some challenges may be better addressed through simpler problem-solving methods.
3. Cultural and Language Barriers:
TRIZ originated in Russia and has its own terminology, which can be a barrier for individuals from different cultural and linguistic backgrounds.
4. Resource-Intensive:
The extensive analysis and application of TRIZ principles can be resource-intensive, particularly in terms of time and expertise.
5. Not Suited for Non-Technical Problems:
TRIZ is primarily designed for technical and engineering problems and may not be well-suited for non-technical challenges.
What to Expect from Using TRIZ:
Using TRIZ can lead to several outcomes and benefits:
1. Creative Solutions:
TRIZ helps individuals and teams identify inventive solutions that may not be obvious through traditional problem-solving approaches.
2. Contradiction Resolution:
It offers a systematic way to address and resolve contradictions and conflicts within problems.
3. Innovation and Optimization:
TRIZ can drive innovation in product design, process improvement, and optimization efforts.
4. Structured Problem-Solving:
It provides a structured and systematic approach to problem-solving, making it easier to tackle complex challenges.
5. Knowledge Transfer:
TRIZ allows organizations to capture and transfer knowledge about inventive solutions across different projects and teams.
Complementary Frameworks to Enhance TRIZ:
TRIZ can be further enhanced when combined with complementary frameworks and techniques:
1. Lean Six Sigma:
Lean Six Sigma complements TRIZ by focusing on process improvement and waste reduction. Combining both approaches can lead to optimized processes with inventive solutions.
2. Design Thinking:
Design thinking complements TRIZ by emphasizing user-centered design, empathy, and iterative ideation. It encourages innovative solutions that meet user needs.
3. Brainstorming:
Brainstorming sessions can be used in conjunction with TRIZ to generate a wide range of ideas before applying TRIZ’s systematic analysis .
4. Root Cause Analysis:
Root cause analysis techniques help identify the underlying causes of problems, which can then be addressed using TRIZ’s inventive principles.
5. Simulation and Modeling:
Simulations and modeling tools can be used to test and validate TRIZ-based solutions before implementation.
Conclusion:
The Theory of Inventive Problem Solving (TRIZ) is a powerful and structured methodology for inventive problem-solving.
By leveraging the principles of TRIZ, individuals and teams can identify inventive solutions to complex technical challenges, foster innovation in product design, and optimize processes.
While TRIZ may have some limitations and complexities, its benefits in driving creativity, resolving contradictions, and providing a structured problem-solving approach make it a valuable tool for individuals and organizations seeking inventive solutions.
When combined with complementary frameworks and techniques, TRIZ becomes an even more potent force for innovation and creative problem-solving, allowing organizations to overcome technical challenges and achieve breakthroughs in their fields.
Case Studies
Product Design Improvement
Imagine a company that manufactures smartphones and wants to enhance the design of their devices to stand out in the market. They identify the problem as “Stagnant Smartphone Design.”
- Gather Necessary Information : The team collects data on existing smartphone designs, materials, user feedback, and market trends.
- Organize the Information : They analyze existing smartphone designs, including those of competitors, and categorize common design elements and user preferences.
- Transform into a Generic Problem : The generic problem becomes “How to create a smartphone design that appeals to a wide range of users and differentiates from competitors.”
- Apply Tools and Create a Solution : The team utilizes TRIZ tools to generate innovative design concepts. They explore principles like “Use of Contradictions” to balance features like aesthetics and functionality.
- Recognize Commonality : The team researches historical smartphone design breakthroughs and identifies elements that have successfully appealed to users in the past.
This process may lead to a novel smartphone design that incorporates innovative features, such as flexible displays, while addressing common user preferences.
Supply Chain Optimization
A logistics company faces challenges in optimizing its supply chain operations to reduce costs and improve efficiency. They define the problem as “Inefficient Supply Chain Operations.”
- Gather Necessary Information : Data on current supply chain processes, transportation methods, warehousing, and inventory management are gathered.
- Organize the Information : The team analyzes existing supply chain operations, identifies bottlenecks, and reviews industry best practices.
- Transform into a Generic Problem : The generic problem becomes “How to create a highly efficient and cost-effective supply chain system.”
- Apply Tools and Create a Solution : TRIZ tools are applied to generate innovative solutions. Principles like “Trimming” are used to eliminate redundant steps in the supply chain.
- Recognize Commonality : The team researches successful supply chain optimizations in other industries and adapts relevant strategies.
The result may be a streamlined supply chain system that reduces transportation costs, minimizes inventory waste, and enhances overall efficiency.
Energy-Efficient Building Design
An architectural firm aims to design environmentally friendly buildings with superior energy efficiency. They identify the problem as “Inefficient Building Energy Consumption.”
- Gather Necessary Information : Data on existing building designs, construction materials, HVAC systems, and renewable energy technologies are collected.
- Organize the Information : The team analyzes current building designs, identifies energy consumption patterns, and reviews sustainable building practices.
- Transform into a Generic Problem : The generic problem becomes “How to design buildings that maximize energy efficiency and minimize environmental impact.”
- Apply Tools and Create a Solution : TRIZ tools are used to generate innovative building design concepts. Principles like “Ideal Final Result” help in envisioning energy-neutral structures.
- Recognize Commonality : The team studies environmentally friendly building designs worldwide and integrates successful strategies into their projects.
The outcome may be groundbreaking building designs that incorporate passive heating and cooling, energy-efficient materials, and renewable energy sources to achieve net-zero energy consumption.
Medical Device Innovation
A medical device manufacturer wants to develop a groundbreaking medical device to revolutionize patient care. They identify the problem as “Limited Innovation in Medical Devices.”
- Gather Necessary Information : Data on current medical device technologies, patient needs, regulatory requirements, and clinical studies are gathered.
- Organize the Information : The team reviews existing medical devices, identifies gaps in patient care, and studies medical technology advancements.
- Transform into a Generic Problem : The generic problem becomes “How to create a transformative medical device that significantly improves patient outcomes.”
- Apply Tools and Create a Solution : TRIZ tools are applied to generate innovative medical device concepts. Principles like “Contradiction Resolution” help address challenges like miniaturization and enhanced functionality.
- Recognize Commonality : The team studies pioneering medical device innovations and incorporates successful design elements into their project.
Key takeaways
- TRIZ Method: The TRIZ method is a problem-solving framework developed by Genrich Altshuller in 1946. TRIZ stands for “Teoriya Resheniya Izobretatelskikh Zadatch,” which translates to “The Theory of Inventive Problem Solving.”
- Origin and Purpose: Altshuller studied thousands of patents to identify patterns in innovation and problem-solving across various industries. He aimed to create a systematic methodology for problem-solving that encourages creativity and innovation .
- Level 1: Obvious or conventional solutions using well-established techniques (32% of patents).
- Level 2: Minor innovations overcoming technical contradictions by combining knowledge from related industries (45%).
- Level 3: Inventions resolving physical contradictions using knowledge from non-related industries (18%).
- Level 4: Innovations synthesizing new technical systems based on science and creativity (4%).
- Level 5: Pioneering inventions that lead to new systems and inspire innovation in other levels (1%).
- Gather Necessary Information: Collect relevant information about the problem, processes, materials, and tools.
- Organize the Information: Analyze and organize information related to the problem, including practical experience, competitor solutions, and historical attempts.
- Transform into a Generic Problem: Transform the specific problem into a generic form to formulate generic solutions.
- Apply Tools and Create a Solution: Use available tools to create a specific solution that addresses the specific problem.
- Recognize Commonality: Recognize that most problems have been faced by others in the past and have likely been overcome.
- TRIZ is a systematic problem-solving framework developed by Genrich Altshuller.
- It categorizes innovation into five levels based on the nature of the solution.
- The TRIZ method involves gathering and organizing information, transforming the problem into a generic form, applying tools, and recognizing commonality with past solutions.
- The method encourages problem-solvers to leverage existing solutions and patterns to creatively address new challenges.
The 40 TRIZ Principles
Connected analysis frameworks.
Failure Mode And Effects Analysis
A failure mode and effects analysis (FMEA) is a structured approach to identifying design failures in a product or process. Developed in the 1950s, the failure mode and effects analysis is one the earliest methodologies of its kind. It enables organizations to anticipate a range of potential failures during the design stage.
Agile Business Analysis
Agile Business Analysis (AgileBA) is certification in the form of guidance and training for business analysts seeking to work in agile environments. To support this shift, AgileBA also helps the business analyst relate Agile projects to a wider organizational mission or strategy. To ensure that analysts have the necessary skills and expertise, AgileBA certification was developed.
Business Valuation
Business valuations involve a formal analysis of the key operational aspects of a business. A business valuation is an analysis used to determine the economic value of a business or company unit. It’s important to note that valuations are one part science and one part art. Analysts use professional judgment to consider the financial performance of a business with respect to local, national, or global economic conditions. They will also consider the total value of assets and liabilities, in addition to patented or proprietary technology.
Paired Comparison Analysis
A paired comparison analysis is used to rate or rank options where evaluation criteria are subjective by nature. The analysis is particularly useful when there is a lack of clear priorities or objective data to base decisions on. A paired comparison analysis evaluates a range of options by comparing them against each other.
Monte Carlo Analysis
The Monte Carlo analysis is a quantitative risk management technique. The Monte Carlo analysis was developed by nuclear scientist Stanislaw Ulam in 1940 as work progressed on the atom bomb. The analysis first considers the impact of certain risks on project management such as time or budgetary constraints. Then, a computerized mathematical output gives businesses a range of possible outcomes and their probability of occurrence.
Cost-Benefit Analysis
A cost-benefit analysis is a process a business can use to analyze decisions according to the costs associated with making that decision. For a cost analysis to be effective it’s important to articulate the project in the simplest terms possible, identify the costs, determine the benefits of project implementation, assess the alternatives.
CATWOE Analysis
The CATWOE analysis is a problem-solving strategy that asks businesses to look at an issue from six different perspectives. The CATWOE analysis is an in-depth and holistic approach to problem-solving because it enables businesses to consider all perspectives. This often forces management out of habitual ways of thinking that would otherwise hinder growth and profitability. Most importantly, the CATWOE analysis allows businesses to combine multiple perspectives into a single, unifying solution.
VTDF Framework
It’s possible to identify the key players that overlap with a company’s business model with a competitor analysis. This overlapping can be analyzed in terms of key customers, technologies, distribution, and financial models. When all those elements are analyzed, it is possible to map all the facets of competition for a tech business model to understand better where a business stands in the marketplace and its possible future developments.
Pareto Analysis
The Pareto Analysis is a statistical analysis used in business decision making that identifies a certain number of input factors that have the greatest impact on income. It is based on the similarly named Pareto Principle, which states that 80% of the effect of something can be attributed to just 20% of the drivers.
Comparable Analysis
A comparable company analysis is a process that enables the identification of similar organizations to be used as a comparison to understand the business and financial performance of the target company. To find comparables you can look at two key profiles: the business and financial profile. From the comparable company analysis it is possible to understand the competitive landscape of the target organization.
SWOT Analysis
A SWOT Analysis is a framework used for evaluating the business’s Strengths, Weaknesses, Opportunities, and Threats. It can aid in identifying the problematic areas of your business so that you can maximize your opportunities. It will also alert you to the challenges your organization might face in the future.
PESTEL Analysis
The PESTEL analysis is a framework that can help marketers assess whether macro-economic factors are affecting an organization. This is a critical step that helps organizations identify potential threats and weaknesses that can be used in other frameworks such as SWOT or to gain a broader and better understanding of the overall marketing environment.
Business Analysis
Business analysis is a research discipline that helps driving change within an organization by identifying the key elements and processes that drive value. Business analysis can also be used in Identifying new business opportunities or how to take advantage of existing business opportunities to grow your business in the marketplace.
Financial Structure
In corporate finance, the financial structure is how corporations finance their assets (usually either through debt or equity). For the sake of reverse engineering businesses, we want to look at three critical elements to determine the model used to sustain its assets: cost structure, profitability, and cash flow generation.
Financial Modeling
Financial modeling involves the analysis of accounting, finance, and business data to predict future financial performance. Financial modeling is often used in valuation, which consists of estimating the value in dollar terms of a company based on several parameters. Some of the most common financial models comprise discounted cash flows, the M&A model, and the CCA model.
Value Investing
Value investing is an investment philosophy that looks at companies’ fundamentals, to discover those companies whose intrinsic value is higher than what the market is currently pricing, in short value investing tries to evaluate a business by starting by its fundamentals.
Buffet Indicator
The Buffet Indicator is a measure of the total value of all publicly-traded stocks in a country divided by that country’s GDP. It’s a measure and ratio to evaluate whether a market is undervalued or overvalued. It’s one of Warren Buffet’s favorite measures as a warning that financial markets might be overvalued and riskier.
Financial Analysis
Financial accounting is a subdiscipline within accounting that helps organizations provide reporting related to three critical areas of a business: its assets and liabilities (balance sheet), its revenues and expenses (income statement), and its cash flows (cash flow statement). Together those areas can be used for internal and external purposes.
Post-Mortem Analysis
Post-mortem analyses review projects from start to finish to determine process improvements and ensure that inefficiencies are not repeated in the future. In the Project Management Book of Knowledge (PMBOK), this process is referred to as “lessons learned”.
Retrospective Analysis
Retrospective analyses are held after a project to determine what worked well and what did not. They are also conducted at the end of an iteration in Agile project management. Agile practitioners call these meetings retrospectives or retros. They are an effective way to check the pulse of a project team, reflect on the work performed to date, and reach a consensus on how to tackle the next sprint cycle.
Root Cause Analysis
In essence, a root cause analysis involves the identification of problem root causes to devise the most effective solutions. Note that the root cause is an underlying factor that sets the problem in motion or causes a particular situation such as non-conformance.
Blindspot Analysis
Break-even Analysis
A break-even analysis is commonly used to determine the point at which a new product or service will become profitable. The analysis is a financial calculation that tells the business how many products it must sell to cover its production costs. A break-even analysis is a small business accounting process that tells the business what it needs to do to break even or recoup its initial investment.
Decision Analysis
Stanford University Professor Ronald A. Howard first defined decision analysis as a profession in 1964. Over the ensuing decades, Howard has supervised many doctoral theses on the subject across topics including nuclear waste disposal, investment planning, hurricane seeding, and research strategy. Decision analysis (DA) is a systematic, visual, and quantitative decision-making approach where all aspects of a decision are evaluated before making an optimal choice.
DESTEP Analysis
A DESTEP analysis is a framework used by businesses to understand their external environment and the issues which may impact them. The DESTEP analysis is an extension of the popular PEST analysis created by Harvard Business School professor Francis J. Aguilar. The DESTEP analysis groups external factors into six categories: demographic, economic, socio-cultural, technological, ecological, and political.
STEEP Analysis
The STEEP analysis is a tool used to map the external factors that impact an organization. STEEP stands for the five key areas on which the analysis focuses: socio-cultural, technological, economic, environmental/ecological, and political. Usually, the STEEP analysis is complementary or alternative to other methods such as SWOT or PESTEL analyses.
STEEPLE Analysis
The STEEPLE analysis is a variation of the STEEP analysis. Where the step analysis comprises socio-cultural, technological, economic, environmental/ecological, and political factors as the base of the analysis. The STEEPLE analysis adds other two factors such as Legal and Ethical.
Related Strategy Concepts: Go-To-Market Strategy , Marketing Strategy , Business Models , Tech Business Models , Jobs-To-Be Done , Design Thinking , Lean Startup Canvas , Value Chain , Value Proposition Canvas , Balanced Scorecard , Business Model Canvas , SWOT Analysis , Growth Hacking , Bundling , Unbundling , Bootstrapping , Venture Capital , Porter’s Five Forces , Porter’s Generic Strategies , Porter’s Five Forces , PESTEL Analysis , SWOT , Porter’s Diamond Model , Ansoff , Technology Adoption Curve , TOWS , SOAR , Balanced Scorecard , OKR , Agile Methodology , Value Proposition , VTDF
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Gennaro Cuofano
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TRIZ is a systematic approach for understanding and solving any problem, boosting brain power and creativity, and ensuring innovation.
We regularly run live webinars to provide an overview of TRIZ processes and tools, register for free to find out more?
Watch with German subtitles / Mit Deutschen Untertiteln >>
The Origins of TRIZ
Beginning in 1946 and still evolving, TRIZ was developed by the Soviet inventor Genrich Altshuller and his colleagues. TRIZ in Russian = Teoriya Resheniya Izobretatelskikh Zadatch or in English, The Theory of Inventive Problem Solving. Years of Russian research into patents uncovered that there are only 100 known solutions to fundamental problems and made them universally available in three TRIZ solution lists and the Effects Database .
Through enabling clear thinking and the generation of innovative ideas, TRIZ helps you to find an ideal solution without the need for compromise. However it is not a Theory - it is a big toolkit consisting of many simple tools - most are easy to learn and immediately apply to problems. This amazing capability helps us tackle any problem or challenge even when we face difficult, intractable or apparently impossible situations.
TRIZ helps us keep detail in its place, to see the big picture and avoid getting tripped up with irrelevance, waylaid by trivial issues or seduced by premature solutions. It works alongside and supports other toolkits, and is particularly powerful for getting teams to work together to understand problems effectively, collectively generate ideas and innovate.
Developed by Oxford Creativity, Oxford TRIZ™ is simpler than standard or classic TRIZ. Its tools and processes are faster to learn and easier to apply. Oxford TRIZ is true to classic TRIZ (neither adding nor removing anything) but it delivers:
More powerful results
Faster and easier ways to learn and apply triz, step-by-step processes for applying triz toolkits, 'at a glance' understanding, supported by our hallmark commissioned cartoons (from clive goddard), philosophy of making every session effective, efficient and fun, gap-filling where other toolkits fall short.
TRIZ enthusiasts who have failed to use TRIZ effectively or to embed TRIZ into their organisations hail Oxford TRIZ as revelatory.
Very impressed with how Oxford Creativity has been able to create a methodology for applying TRIZ that can be widely used.
"I have learnt new and powerful ways of looking at problems differently to come up with new and viable solutions. It is a toolset that I think all engineers would find useful. "
Michelle Chartered (Aeronautical) Engineer
Join one of our free webinars to learn more about TRIZ, its tools and how they can help you create innovative solutions to your problems.
Alternatively, sign up for Oxford TRIZ Live - Fundamental Problem Solving, our new online course that will give you a solid foundation in TRIZ concepts, tools and techniques and get you using them from day one.
History of TRIZ
How did triz start who was the founder - genrich altshuller.
It seems unfair that the work of Genrich Altshuller (1926-1998), perhaps one of the greatest engineers of the twentieth century remains quite obscure; especially as the his powerful findings enhances and transforms the work of managerial and technical teams in most countries of the world. He was a remarkable and charismatic man who innovated innovation and inspired many, as an inventor, teacher, and science-fiction author (Altov). The stories about Altshuller, founder of TRIZ, derive mostly from those who worked with him, a community of Jewish intellectuals from Ukraine, Russia, and other countries once part of the Soviet Union. Many of these left Russia when they could, in the early 1990’s, taking TRIZ with them, to reach business and technical communities all over the world. Although TRIZ is a Russian acronym*, in today’s troubled world it is worth emphasising that TRIZ is much more Zelensky than Putin – as it was developed in a Siberian Gulag by those who stood up to Stalin.
Altshuller's groundbreaking work in the field of creative problem-solving derives from analysing the patent database and identifying and sharing the patterns of success in the world’s published knowledge. This is unlike most other creative techniques which cluster round brain prompts to improve brainstorming. TRIZ contains all these too, but they seem less significant than the power of the unique solution techniques uncovered by the TRIZ community in the last century.
Altshuller’s life
Genrich Saulovich Altshuller was bought up in Baku, Azerbaijan, but was born in Tashkent, Uzbekistan on October 15, 1926, at those times both countries were a part of the Soviet Union. Just too young to serve in World War II, Altshuller was patenting his inventions from 1940 when he was just 14. He trained as a diver and electrician and later at the Azerbaijan Oil and Chemistry Institute in Baku. Altshuller joined the Soviet Navy as a mechanical engineer in his early twenties and worked in the Baku patent department, interacting with the Caspian Sea flotilla of the Soviet Navy where, as in all wars, creativity and invention flourished; this had a profound impact on his thinking and future endeavours. It was here that he began to formalize his Theory of Inventive Problem Solving, together with his colleague Raphael Shapiro. TRIZ was born out of the pair's aspiration to create a systematic approach to problem-solving that could replace the hit-or-miss strategies often used by inventors.
Altshuller’s genius observation of the frequent occurrence of identical solutions in different industries
Altshuller ’bottled’ the inventive process. He identified how frequently inventors duplicate each other’s work as they unknowingly reinvent the wheel. They fail to recognise that their efforts are repeating work already achieved (and documented), because their results are published in their own specialist technical language. Altshuller could see how science and engineering (by this time segmented and specialised) had become a ‘Tower of Babel’** because each discipline had its own different technical jargon. It was as if there were now many tribes in technology, with their own tribal language, which they used to write their papers and patents; (Chemists spoke chemistry and physicist spoke physics etc.). Altshuller showed that by stripping out details (which removed most technical jargon) both the problems being solved and their answers were revealed. This research showed that there are only about 100 fundamental ways to solve any problem. Altshuller and his teams gave these ‘ hundred answers to anything’ in three overlapping lists which show us how to:-
- Resolve contradictions (40 Principles)
- Invent future Products (8 Trends)
- Deal with Harms, boost insufficiencies and measure or detect (76 Standard Solutions)
These concept solutions underly all inventive problem-solving and they help us solve particular problems through using the TRIZ Contradiction Matrix and Separation Principles and TRIZ Function Mapping. Also there is the TRIZ Effects Database which answers ‘how to’ questions – so if we wanted to know how to ‘change viscosity’ it would show us all published ways and give an explanation of each. (see https://www.triz.co.uk/triz-effects-database )
Development of TRIZ:
Altshuller and his TRIZ community created their database of technical problems and solutions from various industries by undertaking an exhaustive study of patents, scientific literature, and innovation history. TRIZ ‘uncovered’ all the ways humankind knows to tackle tough challenges and was a vast collaboration of many (including Rafael Shapiro) to formalise the TRIZ methodology by identifying patterns and principles common to all successful inventive solutions. TRIZ aimed to stop needless time-wasting duplication by providing a systematic approach to enable anyone to overcome problems and recognise and resolve contradictions, deal with harms and barriers in their work.
Once built the TRIZ foundations were their gift to the world distilling a vast store of human wisdom into the 3 simple lists of TRIZ concepts. Some erroneously describe TRIZ as complicated because it derives from more rigour and research than all other toolkits put together, but its power is its logical steps and simplicity. It is as easy as learning chess - each tool is can be quickly understood to see how it can be ‘played’ in specific ways – the challenge is knowing how to combine the tools together. There are as many solutions to problems as outcomes in chess – mastering both takes quick learning (and talent?) and then as much practice as possible.
Soviet Suppression:
Despite its immense potential, TRIZ was not initially well-received by the Soviet government, Altshuller's claim that scientists and engineers duplicated each other’s work was unacceptable "non-conformist" thinking, and TRIZ was initially labelled as "bourgeois pseudoscience." Altshuller, along with several of his colleagues, often faced oppression, and their work was kept underground in several different periods. By the late 1940s Altshuller was arrested on political charges and spent time in the infamous Vorkuta Gulag in the Russian Arctic before being released in 1954 (after Stalin’s death). On his arrest the KGB ‘interviewed’ his widowed mother, killing her by pushing her from the balcony of her flat. Despite these setbacks, his determination to pursue his theories did not wane even in the Gulag which he described as his university of life.
Upon his release, Altshuller returned to his work with renewed vigour, working through thousands of patents, extracting their patterns of problem-solving into the TRIZ lists, and also uncovering the contradiction toolkit and the other creative concepts essential to tackling problems such as the Ideal and Ideality, Thinking in Time and Scale (9 boxes) plus many other tools for idea generation.
Recognition and success
Altshuller's determination prevailed, and in the 1960s, he managed to publish some of his TRIZ-related works. He also conducted lectures and workshops to disseminate the principles of TRIZ across the Soviet Union and beyond. His community expanded to include school children from his fortnightly TRIZ comics and his most famous book ‘And Suddenly the Inventor Appeared’. His ideas gained traction among engineers, leading to the formation of TRIZ associations and study groups. After 1990 the political reforms which swept the Soviet Union and its territories enabled TRIZ to surge in popularity and recognition. Altshuller's efforts were finally acknowledged, and he received numerous awards and honours for his groundbreaking work.
TRIZ Today?
Genrich Altshuller's legacy lives on through TRIZ, which continues to influence problem-solving and innovation processes worldwide. TRIZ has been integrated into various industries, including engineering, product development, and management, allowing practitioners to find inventive solutions efficiently. It has proved an essential innovation toolkit in countries like South Korea, China and Japan where they have moved to the top of Patent league tables, pushing aside counties like the UK where there is no official or university take up (exceptions include the universities of Imperial and Bath). However one the world’s leading TRIZ consultancies is based in the UK and created the popular Oxford TRIZ TM. Russian TRIZ development seems to be detailed and complicated (the opposite of TRIZ simplicity)
Altshuller's Legacy
Altshuller’s income derived more from his writings than his TRIZ work because he made TRIZ free to the world and public domain. Altshuller published so many books, articles, and scientific papers, which inspire and clarify the thinking of generations of inventors, innovators, and problem-solvers. In his later years he developed Parkinson’s disease, and he worked on sharing all the habits of geniuses and his last book was called ‘How to be a genius or heretic’ and he died on September 24, 1998, in Petrozavodsk, Russia. Altshuller's work has influenced numerous fields, including engineering, business strategy, and software development. Despite TRIZ being less known than other toolkit , his impact on the world remains undeniable if still largely under-appreciated. The power of TRIZ for boosting genius brain power, inventive problem-solving and innovation could change the world for the better if only it was known and accepted everywhere.
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Eight Disciplines of Problem Solving (8D)
– Eight Disciplines of Problem Solving –
⇓ Introduction to 8D
⇓ What is 8D
⇓ Why Apply 8D
⇓ When to Apply 8D
⇓ How to Apply 8D
Introduction to Eight Disciplines of Problem Solving (8D)
The Eight Disciplines of Problem Solving (8D) is a problem solving methodology designed to find the root cause of a problem, devise a short-term fix and implement a long-term solution to prevent recurring problems. When it’s clear that your product is defective or isn’t satisfying your customers, an 8D is an excellent first step to improving Quality and Reliability.
Ford Motor Company developed this problem solving methodology, then known as Team Oriented Problem Solving (TOPS), in the 1980s. The early usage of 8D proved so effective that it was adopted by Ford as the primary method of documenting problem solving efforts, and the company continues to use 8D today.
8D has become very popular among manufacturers because it is effective and reasonably easy to teach. Below you’ll find the benefits of an 8D, when it is appropriate to perform and how it is performed.
What is Eight Disciplines of Problem Solving (8D)
The 8D problem solving process is a detailed, team oriented approach to solving critical problems in the production process. The goals of this method are to find the root cause of a problem, develop containment actions to protect customers and take corrective action to prevent similar problems in the future.
The strength of the 8D process lies in its structure, discipline and methodology. 8D uses a composite methodology, utilizing best practices from various existing approaches. It is a problem solving method that drives systemic change, improving an entire process in order to avoid not only the problem at hand but also other issues that may stem from a systemic failure.
8D has grown to be one of the most popular problem solving methodologies used for Manufacturing, Assembly and Services around the globe. Read on to learn about the reasons why the Eight Disciplines of Problem Solving may be a good fit for your company.
Why Apply Eight Disciplines of Problem Solving (8D)
The 8D methodology is so popular in part because it offers your engineering team a consistent, easy-to-learn and thorough approach to solving whatever problems might arise at various stages in your production process. When properly applied, you can expect the following benefits:
- Improved team oriented problem solving skills rather than reliance on the individual
- Increased familiarity with a structure for problem solving
- Creation and expansion of a database of past failures and lessons learned to prevent problems in the future
- Better understanding of how to use basic statistical tools required for problem solving
- Improved effectiveness and efficiency at problem solving
- A practical understanding of Root Cause Analysis (RCA)
- Problem solving effort may be adopted into the processes and methods of the organization
- Improved skills for implementing corrective action
- Better ability to identify necessary systemic changes and subsequent inputs for change
- More candid and open communication in problem solving discussion, increasing effectiveness
- An improvement in management’s understanding of problems and problem resolution
8D was created to represent the best practices in problem solving. When performed correctly, this methodology not only improves the Quality and Reliability of your products but also prepares your engineering team for future problems.
When to Apply Eight Disciplines of Problem Solving (8D)
The 8D problem solving process is typically required when:
- Safety or Regulatory issues has been discovered
- Customer complaints are received
- Warranty Concerns have indicated greater-than-expected failure rates
- Internal rejects, waste, scrap, poor performance or test failures are present at unacceptable levels
How to Apply Eight Disciplines of Problem Solving (8D)
The 8D process alternates inductive and deductive problem solving tools to relentlessly move forward toward a solution. The Quality-One approach uses a core team of three individuals for inductive activities with data driven tools and then a larger Subject Matter Expert (SME) group for the deductive activities through brainstorming, data-gathering and experimentation.
D0: Prepare and Plan for the 8D
Proper planning will always translate to a better start. Thus, before 8D analysis begins, it is always a good idea to ask an expert first for their impressions. After receiving feedback, the following criterion should be applied prior to forming a team:
Collect information on the symptoms
Use a Symptoms Checklist to ask the correct questions
Identify the need for an Emergency Response Action (ERA), which protects the customer from further exposure to the undesired symptoms
D1: Form a Team
A Cross Functional Team (CFT) is made up of members from many disciplines. Quality-One takes this principle one step further by having two levels of CFT:
- The Core Team Structure should involve three people on the respective subjects: product, process and data
- Additional Subject Matter Experts are brought in at various times to assist with brainstorming, data collection and analysis
Teams require proper preparation. Setting the ground rules is paramount. Implementation of disciplines like checklists, forms and techniques will ensure steady progress. 8D must always have two key members: a Leader and a Champion / Sponsor:
- The Leader is the person who knows the 8D process and can lead the team through it (although not always the most knowledgeable about the problem being studied)
- The Champion or Sponsor is the one person who can affect change by agreeing with the findings and can provide final approval on such changes
D2: Describe the Problem
The 8D method’s initial focus is to properly describe the problem utilizing the known data and placing it into specific categories for future comparisons. The “Is” data supports the facts whereas the “Is Not” data does not. As the “Is Not” data is collected, many possible reasons for failure are able to be eliminated. This approach utilizes the following tools:
- Problem Statement
- Affinity Diagram (Deductive tool)
- Fishbone/Ishikawa Diagram (Deductive tool)
- Problem Description
D3: Interim Containment Action
In the interim, before the permanent corrective action has been determined, an action to protect the customer can be taken. The Interim Containment Action (ICA) is temporary and is typically removed after the Permanent Correct Action (PCA) is taken.
- Verification of effectiveness of the ICA is always recommended to prevent any additional customer dissatisfaction calls
D4: Root Cause Analysis (RCA) and Escape Point
The root cause must be identified to take permanent action to eliminate it. The root cause definition requires that it can be turned on or off, at will. Activities in D4 include:
- Comparative Analysis listing differences and changes between “Is” and “Is Not”
- Development of Root Cause Theories based on remaining items
- Verification of the Root Cause through data collection
- Review Process Flow Diagram for location of the root cause
- Determine Escape Point, which is the closest point in the process where the root cause could have been found but was not
D5: Permanent Corrective Action (PCA)
The PCA is directed toward the root cause and removes / changes the conditions of the product or process that was responsible for the problem. Activities in D5 include:
- Establish the Acceptance Criteria which include Mandatory Requirements and Wants
- Perform a Risk Assessment / Failure Mode and Effects Analysis (FMEA) on the PCA choices
- Based on risk assessment, make a balanced choice for PCA
- Select control-point improvement for the Escape Point
- Verification of Effectiveness for both the PCA and the Escape Point are required
D6: Implement and Validate the Permanent Corrective Action
To successfully implement a permanent change, proper planning is essential. A project plan should encompass: communication, steps to complete, measurement of success and lessons learned. Activities in D6 include:
- Develop Project Plan for Implementation
- Communicate the plan to all stakeholders
- Validation of improvements using measurement
D7: Prevent Recurrence
D7 affords the opportunity to preserve and share the knowledge, preventing problems on similar products, processes, locations or families. Updating documents and procedures / work instructions are expected at this step to improve future use. Activities in D7 include:
- Review Similar Products and Processes for problem prevention
- Develop / Update Procedures and Work Instructions for Systems Prevention
- Capture Standard Work / Practice and reuse
- Assure FMEA updates have been completed
- Assure Control Plans have been updated
D8: Closure and Team Celebration
Teams require feedback to allow for satisfactory closure. Recognizing both team and individual efforts and allowing the team to see the previous and new state solidifies the value of the 8D process. Activities in D8 include:
- Archive the 8D Documents for future reference
- Document Lessons Learned on how to make problem solving better
- Before and After Comparison of issue
- Celebrate Successful Completion
8D and Root Cause Analysis (RCA)
The 8D process has Root Cause Analysis (RCA) imbedded within it. All problem solving techniques include RCA within their structure. The steps and techniques within 8D which correspond to Root Cause Analysis are as follows:
- Problem Symptom is quantified and converted to “Object and Defect”
- Problem Symptom is converted to Problem Statement using Repeated Whys
- Possible and Potential Causes are collected using deductive tools (i.e. Fishbone or Affinity Diagram)
- Problem Statement is converted into Problem Description using Is / Is Not
- Problem Description reduces the number of items on the deductive tool (from step 3)
- Comparative Analysis between the Is and Is Not items (note changes and time)
- Root Cause theories are developed from remaining possible causes on deductive tool and coupled with changes from Is / Is Not
- Compare theories with current data and develop experiments for Root Cause Verification
- Test and confirm the Root Causes
Example: Multiple Why Technique
The Multiple / Repeated Why (Similar to 5 Why) is an inductive tool, which means facts are required to proceed to a more detailed level. The steps required to determine problem statement are:
- Problem Symptom is defined as an Object and Defect i.e. “Passenger Injury”
- Why? In every case “SUV’s Roll Over”
- Why? In every case, it was preceded by a “Blown Tire”
- Why? Many explanations may be applied, therefore the team cannot continue with another repeated why past “Blown Tire”
- Therefore, the Problem Statement is “Blown Tire”
- Why? Low (Air) Pressure, Tire Defect (Degradation of an Interface) and High (Ambient) Temperature
- Counter measures assigned to low pressure and tire defect
This example uses only 4 of the 5 Whys to determine the root causes without going further into the systemic reasons that supported the failure. The Repeated Why is one way to depict this failure chain. Fault Tree Analysis (FTA) could also be used.
Learn More About Eight Disciplines of Problem Solving (8D)
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Inventive Problem Solving (TRIZ), Theory
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- Boris Zlotin 2 &
- Alla Zusman 2
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Systematic innovation
Introduction
How people invent? Famous scientists and engineers sharing their memories, as well as psychologists studying the creativity process, describe similar situations: An individual facing a difficult problem is mentally exploring various approaches, persistently trying and rejecting ideas until the right one comes. Psychologists call this process trial-and-error method (T&EM).
T&EM has a great history. It was used to create first stone knives, bows, guns, windmills, building, ships, and almost everything we can see around. Some results are astonishing: Polynesian catamarans, old Chinese, Norwegian, or Russian boats are practically perfect. Each element has the best shape. However, archeological research has shown that even 500 years ago, these vessels were rather far from perfect. One hundred years after another of repeating practically the same shapes, the builders yet were introducing slight changes into design. Some of them were unsuccessful,...
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Elias G. Carayannis
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Zlotin, B., Zusman, A. (2020). Inventive Problem Solving (TRIZ), Theory. In: Carayannis, E.G. (eds) Encyclopedia of Creativity, Invention, Innovation and Entrepreneurship. Springer, Cham. https://doi.org/10.1007/978-3-319-15347-6_36
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TRIZ (/ ˈtriːz /; Russian: теория решения изобретательских задач, romanized: teoriya resheniya izobretatelskikh zadach, lit. 'theory of inventive problem solving') combines an organized, systematic method of problem-solving with analysis and forecasting techniques derived from the study of patterns of invention in global patent literature.
TRIZ began in the 1940s by a soviet engineer named Genrich Altshuller. He recognized that technological advancements follow a systematic and natural progression. As a result, Genrich invented TRIZ, creating common solutions that can be redeployed to business problems for specific improvements.
The TRIZ Method of Problem Solving stimulates creativity and the 40 inventive principles could inspire product development. Compare the TRIZ method to a brainstorming session in which participants are encouraged to emerge with ideas.
TRIZ, which stands for “Teoriya Resheniya Izobretatelskikh Zadatch” in Russian or the “Theory of Inventive Problem Solving” in English, is a systematic problem-solving methodology and innovation framework developed by Russian inventor and engineer Genrich Altshuller.
Beginning in 1946 and still evolving, TRIZ was developed by the Soviet inventor Genrich Altshuller and his colleagues. TRIZ in Russian = Teoriya Resheniya Izobretatelskikh Zadatch or in English, The Theory of Inventive Problem Solving.
How to Solve It (1945) is a small volume by mathematician George Pólya, describing methods of problem solving. [1] This book has remained in print continually since 1945. How to Solve It suggests the following steps when solving a mathematical problem: First, you have to understand the problem. [2] After understanding, make a plan. [3]
Problem solving is the process of achieving a goal by overcoming obstacles, a frequent part of most activities. Problems in need of solutions range from simple personal tasks (e.g. how to turn on an appliance) to complex issues in business and technical fields.
The Eight Disciplines of Problem Solving (8D) is a problem solving methodology designed to find the root cause of a problem, devise a short-term fix and implement a long-term solution to prevent recurring problems.
He found that traditional problem-solving methods often stifled creativity and prevented new ideas from emerging. In this regard, he began to develop and test new methodologies and techniques that would enhance the creativity of individuals and teams and their ability to meet new challenges.
The most significant result of the knowledge-based approach is the Theory of Inventive Problem Solving (TRIZ – a Russian acronym for the Theory of Inventive Problem Solving, pronounced as “trees” (Altshuller 1984). TRIZ was founded by Genrich Altshuller, who was born in former Soviet Union in 1926.