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Limitations of the House of Quality to provide quantitative design information Andrew Olewnik The New York State Center for Engineering Design and Industrial Innovation (NYSCEDII), Buffalo, New York, USA, and Kemper Lewis Department of Mechanical and Aerospace Engineering, University at Buffalo-SUNY, Buffalo, New York, USA Abstract Purpose – The House of Quality (HoQ) is a popular design tool that supports information processing and decision making in the engineering design process. While its application is an aid to conceptual aspects of the design process, its use as a quantitative information tool in engineering design is potentially flawed. This flaw is a result of potential designer interpretation of the HoQ results – interpretation which is invalid given the assumptions and information sources behind the HoQ – and is viewed as a critical limitation on the results of the method which can lead to potentially invalid and/or poor decisions. In this paper this limitation and its implications are explored both experimentally and through simulated application. Design/methodology/approach – The approach taken in this research is to first study the HoQ through a “digital experiment” in order to identify the key factors that drive the quantitative results within the tool. Based on the results of the experiment, an example HoQ for a hair dryer is used to empirically study the resulting dangers of the quantitative information which results from the HoQ. Findings – Through this research study of the HoQ, it is determined that while the tool offers conceptual support to the design process, the quantitative information that results is largely invalid. Research implications/limitations – For the research community the results in this paper create motivation for continued improvement of the HoQ tool from a conceptual, qualitative design aid to a sound quantitative tool. The results indicate exactly where the methodology must be improved. Originality/value – For users of QFD, specifically the HoQ, the results of this research provide evidence to the limitations of the tool in providing quantitative information for design. Keywords House of quality, Quality function deployment, Design and development Paper type Research paper Introduction By now, most people working in engineering design are aware of the management philosophy known as Quality Function Deployment (QFD) and the primary tool of the philosophy, the House of Quality (HoQ) (Hauser and Clausing, 1988). At its root, the House of Quality is a conceptual tool for mapping attributes from one phase of the design process to the next. The conceptual mapping provided by the HoQ within the design process is the transfer of information (arrows in Figure 1) from one node of the design process to the next. This conceptual mapping allows a clear flow of information on a node by node basis in the design process from the identification of “perceived need” node all the way through the “manufacturing” node. This is a valuable tool in The current issue and full text archive of this journal is available at www.emeraldinsight.com/0265-671X.htm Limitations of the House of Quality 125 Received 13 June 2006 Revised 12 March 2007 Accepted 3 April 2007 International Journal of Quality & Reliability Management Vol. 25 No. 2, 2008 pp. 125-146 q Emerald Group Publishing Limited 0265-671X DOI 10.1108/02656710810846916

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Page 1: Limitations of the House of the House of Quality to provide … · 2012. 1. 24. · Limitations of the House of Quality to provide quantitative design information Andrew Olewnik The

Limitations of the House ofQuality to provide quantitative

design informationAndrew Olewnik

The New York State Center for Engineering Design and Industrial Innovation(NYSCEDII), Buffalo, New York, USA, and

Kemper LewisDepartment of Mechanical and Aerospace Engineering,University at Buffalo-SUNY, Buffalo, New York, USA

Abstract

Purpose – The House of Quality (HoQ) is a popular design tool that supports information processingand decision making in the engineering design process. While its application is an aid to conceptualaspects of the design process, its use as a quantitative information tool in engineering design ispotentially flawed. This flaw is a result of potential designer interpretation of the HoQ results –interpretation which is invalid given the assumptions and information sources behind the HoQ – andis viewed as a critical limitation on the results of the method which can lead to potentially invalidand/or poor decisions. In this paper this limitation and its implications are explored bothexperimentally and through simulated application.

Design/methodology/approach – The approach taken in this research is to first study the HoQthrough a “digital experiment” in order to identify the key factors that drive the quantitative resultswithin the tool. Based on the results of the experiment, an example HoQ for a hair dryer is used toempirically study the resulting dangers of the quantitative information which results from the HoQ.

Findings – Through this research study of the HoQ, it is determined that while the tool offersconceptual support to the design process, the quantitative information that results is largely invalid.

Research implications/limitations – For the research community the results in this paper createmotivation for continued improvement of the HoQ tool from a conceptual, qualitative design aid to asound quantitative tool. The results indicate exactly where the methodology must be improved.

Originality/value – For users of QFD, specifically the HoQ, the results of this research provideevidence to the limitations of the tool in providing quantitative information for design.

Keywords House of quality, Quality function deployment, Design and development

Paper type Research paper

IntroductionBy now, most people working in engineering design are aware of the managementphilosophy known as Quality Function Deployment (QFD) and the primary tool of thephilosophy, the House of Quality (HoQ) (Hauser and Clausing, 1988). At its root, theHouse of Quality is a conceptual tool for mapping attributes from one phase of thedesign process to the next. The conceptual mapping provided by the HoQ within thedesign process is the transfer of information (arrows in Figure 1) from one node of thedesign process to the next. This conceptual mapping allows a clear flow of informationon a node by node basis in the design process from the identification of “perceivedneed” node all the way through the “manufacturing” node. This is a valuable tool in

The current issue and full text archive of this journal is available at

www.emeraldinsight.com/0265-671X.htm

Limitations ofthe House of

Quality

125

Received 13 June 2006Revised 12 March 2007Accepted 3 April 2007

International Journal of Quality &Reliability Management

Vol. 25 No. 2, 2008pp. 125-146

q Emerald Group Publishing Limited0265-671X

DOI 10.1108/02656710810846916

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helping understand the role of different entities (management, engineering, marketing,etc.) and the general flow and type of information within the design process of Figure 1.However, there is a serious limitation of the HoQ with potential to affect decisions soearly in the design process, that later failures in the design or market success of theproduct are unlikely to be traced to this issue. This limitation results from the attemptto specify quantitative relationships in the mapping of customer attributes to technicalattributes, i.e. mapping from the “perceived need” node to the “specification” node inFigure 1. The focus of this paper is to discuss this limitation and to explore its effectempirically. First however, an experiment is performed on the HoQ in order tounderstand the significant factors that lead to final outcomes within the methodology.In the next section, a brief background of the HoQ is presented to support thediscussion and study.

The House of Quality modelQFD began as a management tool in Japan in the early 1970s (Hauser and Clausing,1988) and in short time became popular within industry in North America atcompanies like General Motors (Hauser and Clausing, 1988), Ford (Hauser andClausing, 1988), Xerox (Hauser, 1993) and many smaller firms (Qfd Institute, 2005).QFD’s main component, the HoQ, is utilized as both a stand alone tool, as exemplifiedby Kaldate et al. (2003) and as a tool integrated in larger design processes, as atPraxair, Inc. (Olewnik et al., 2004), to support product and process design. With suchfar reaching use and application, the HoQ might be assumed a fundamentally validdesign tool.

However, in recent years, many methodologies and models utilized in an engineeringdesign-decision support role have come under scrutiny for flaws in their fundamentalmechanics or assumptions (Barzilai, 1997; Saari, 2000; Hazelrigg, 2003b; Olewnik andLewis, 2005). Specifically, Barzilai (1997) and Saari (2000), showed the problemsassociated with pairwise comparisons and the conflicting decision results generated withmethodologies that use such comparisons, like the Analytical Hierarchy Process (AHP).Hazelrigg (2003b) and Olewnik and Lewis (2005), review the validity of other populardesign-decision tools and discuss criteria for the validation of such tools in general.Understanding and classifying design models (Dym and Mcadams, 2004), specificallythe topic of validation of those models with respect to engineering design is growing inimportance both pragmatically (Hazelrigg, 2003a) and philosophically (Pedersen et al.,2000). The need for validation extends from the physical models utilized by designers

Figure 1.The design process andHoQ

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(Malak and Paredis, 2004), to validation of design practices like robust experimentaldesign (Frey and Li, 2004). The discussion in this paper is related to the validation ofdesign-decision support models (Hazelrigg, 2003a).

While a valid decision process does not guarantee desirable outcomes, a flaweddecision process confounds information used in the process and the process itself,leaving no means of identifying the root cause of the bad outcome, the information or theprocess. Generally, improving QFD and the HoQ is an ongoing endeavour. For example,Shin et al. (2002) proposed a methodology to check the internal consistency of the HoQ inorder to improve end results. In other work, fuzzy-logic, neural networks and Taguchimethod was applied by Bouchereau and Rowlands (2000) to resolve QFD shortcomingsin general, while Ramasamy and Selladurai (2004) utilize fuzzy-logic in order to improveupon the imprecise nature of relationships within the HoQ. The work discussed in thisresearch serves to motivate continued research on improving the HoQ.

To support that discussion it is necessary to provide brief background on themechanics of the HoQ. Besides a conceptual mapping, the HoQ also functions as amodel for understanding how attributes in one design node affect attributes in thesubsequent design node. Consider Figure 2, which shows a standard HoQ as describedby Breyfogle (Breyfogle, 1999). The Customer Attributes (CAs) represent what thecustomer wants in the product. CAs are posed in customer language. The Importancesection represents the weight the customer assigns to each CA. The Customer Ratings

Figure 2.Standard HoQ

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section represents the customer perception of how well a current product performs oneach CA. The ratings may also compare competitor products. Technical Attributes(TAs) represent the product characteristics necessary to meet the CAs. The TAshowever, are in engineering design language. The Relationship Matrix is whererelationships between CAs and TAs are identified and given a “weak”, “medium” or“strong” relationship value. The Technical Test Measures and Technical DifficultyRatings sections represent designer evaluations among the TAs. Target ValueSpecifications represent the target level the designers want each TA to reach. TheTechnical Importance section contains the calculated importance of each TA, which isa function of the Importance values and the values in the Relationship Matrix. Finally,the Correlation Matrix represents a matrix of the interrelationship among TAs.

Taking our starting point as the beginning of the design process of Figure 1, thegoal is to translate the “fuzzy voice of the customer” into measurements in thecompany language (Hofmeister, 1995). The eleven steps necessary to complete this“translation” through the HoQ of Figure 2 are detailed by Breyfogle (1999). Theseprimary steps can be carried out in subsequent HoQs used between other stages of thedesign process. With this essential background in mind, discussion can turn to thelimitation previously described.

The House of Quality and the designerThe HoQ is most commonly applied between the “perceived need” and “productspecification” nodes of the design process, i.e. the phase described specifically in thesteps previously. The role of the HoQ here is critical, as it is meant to model therelationship between the customer attributes of a product and the technical attributesof the product. This “language translation” and subsequent characterizations madeabout the importance of technical attributes based upon that translation is vital to thepotential success of the product. That is, the HoQ model is meant to identify the mostimportant technical attributes. As long as those technical attributes are the center ofthe product design, the customer attributes will be satisfied to a level that makes theproduct desirable and ultimately successful. On a conceptual level, the fundamentalmechanics behind the HoQ are well suited to this goal, however, there are twocomplexities that arise in the implementation of the methodology that raise suspicionabout the insights which can be drawn from the results. To investigate thesedifficulties, it is beneficial to first discuss the implicit assumptions behind the HoQmodel as it is implemented between the first two nodes of the design process inFigure 1.

To aid this discussion of model assumptions, consider a reduced HoQ representedby the shaded components of Figure 2. This section of the HoQ represents thecomponents necessary to support discussion and empirical study in this paper. In orderto fill out this HoQ only a subset of the eleven steps described by Breyfogle (1999) arenecessary. The assumptions behind these steps are critical to the resulting calculationof Technical Importance for each TA which is represented in either absolute or “rawscore” values as per Equation (1) or “relative weights” as per Equation (2), where scoreijis the quantitative score of the relationship between the ith CA and the jth TA, wi is theimportance of the ith CA according to the customer base, raw scorejj represents theabsolute importance of the jth TA and relative weightjj is the relative importance of thejth TA compared to all other TAs.

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raw

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Of particular interest here are two assumptions that deal with the designers’ ability tofill out the Relationship Matrix in the HoQ. The first assumption is that designers canindeed identify when a particular TA relates to a particular CA and the qualitativestrength of that relationship, i.e. “weak”, “medium” or “strong”. It is likely that for themost part designers will be able to identify the existence of relationships, especiallysince they generated the TAs. However, it is possible that some “weak” relationshipscould be missed due to their subtle nature. The importance of this assumption willbecome evident in the experimental study. It is also reasonable to believe thatdesigners can distinguish the qualitative level of the relationships.

The second assumption however, deals with the designers’ ability to distinguish thequantitative level of the relationships. Specifically, it is assumed that the designers canlater assign quantitative values to represent the qualitative relations and further, thequantitative values are always the same. As suggested by Breyfogle (1999), anexample quantitative scale to utilize might be 1 for weak, 3 for medium and 9 forstrong. However, Breyfogle indicates that this is an example possibility, notnecessarily the scale to use. It is also not dictated that one quantitative three numberscale be used. Instead the choice of quantitative scale(s) is left to the designers todecide.

The use of one three number scale is an understandable simplification in the HoQmodel. That is, it would be confusing and difficult for designers to try to apply multiplethree number scales throughout. For example, using (1-3-9) across one row of CAs and(2-5-8) across another. However, this simplification points to the larger issue, i.e. thatdesigners have no reason to choose a particular quantitative relationship representedby a three number scale. The fact that the scale consistently appears as (1-3-9) in theliterature is further suggestive of this. The assumption that designers can choose anappropriate scale means that they know ahead of time both the range on which therelationship scale lies and the relative difference between weak, medium and strong.Put another way, this assumes the designers can put a quantitative value to reflect howa given TA will affect the perception of customers. It is difficult to accept thatdesigners could indeed make this kind of assessment, yet this is exactly what theymust do to generate the final “Technical Importance” of each TA. This assumption andthe limitations of the HoQ outcomes which result from this assumption are criticallyexplored in this paper through experimentation and an empirical study of a HoQexample beginning in the next section.

Experimental investigation of the House of QualityIn order to understand the influence of the assumptions described on the results (i.e.TA importance based on “rank” or “relative weight”) of the HoQ an experiment was

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established. Recall, assumption one is that the designers can identify whererelationships exist in the “Relationship Matrix” and the qualitative nature of thatrelationship and assumption two is that the designers can appropriately identify athree number scale that captures the relationships quantitatively. Thus, an experimentmust use factors that represented what the designers control from these twoassumptions. The factors are identified as column density, qualitative tendency andquantitative scale. The column density factor represents the fact that the designersmust identify all of the CAs affected by each TA while the qualitative tendency factorrepresents the function of the designer in identifying the qualitative level of thoseCA-TA relationships (assumption one). The quantitative scale factor simply representsthe designer-selected three number scale which is necessary to quantify the CA-TArelationships (assumption two).

To aid in describing the experiment set up, consider the HoQ of Figure 3. Thecolumn density is calculated using Equation (3) where i refers to the row (CA) numberof which there are m, j refers to the column (TA) number of which there are n, and kij isa Boolean descriptor of relationships between the jth TA and the ith CA (kij ¼ 1 if arelationship exists, 0 otherwise). Simply put, the column density represents the numberof CAs affected by the jth TA. For example, the second TA in the HoQ of Figure 3 has acolumn density of one-fifth.

column

density

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The qualitative tendency represents the most common qualitative relationship for agiven TA. Thus, if a TA has a “weak” tendency it will have one more than half of theactive cells in the column designated as “weak” for the experiment. For the exampleHoQ in Figure 3, a TA with a column density of four-fifths and a “weak” tendency willhave at least three cells with a weak score inserted for calculation of technicalimportance.

Finally, the quantitative scale is the three number scale that is utilized to replace thequalitative values for calculation of the technical importance. The experiment wasperformed on a five by five HoQ similar to Figure 3.

Figure 3.Experimental HoQ

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To perform the experiment and study the effect of each factor, only one TA was variedon all three factors. In this case, TA1 of Figure 3 was varied on all three factors. Thelevels and their corresponding values for each factor are shown in Table I. A fullfactorial experiment was performed (using Matlab) yielding 48 experiments eachrepresenting a different HoQ configuration. The remaining TA columns were heldconstant in column density and are denoted by asterisks in Figure 3. For example, TA3has a constant column density of 2/5 in each design, thus two asterisks in the column.At each experiment, 500 simulations were performed allowing the relationshiplocations, score from current quantitative scale and customer weights to be randomlyselected (except for TA1 where the qualitative tendency controlled some of the scoreselections). Essentially, this treated these other components as noise in the experiment.

There is an obvious expectation for the effects of column density and qualitativetendency. Namely, any TA that affects multiple CAs, i.e. has a high column density,will naturally have a high relative weight (i.e. technical importance), since it will havemore relationships with CAs than other TAs. Similarly, the more often a TA has a highqualitative tendency, the more likely it is to have high relative weight, since itsquantitative scores will be higher than average. In the results of this experiment, aseach of these factors increases for TA1, the relative weight should increase. Theprimary goal then in this experiment is to study the effect of scale choice on the relativeweight of TA1. Resulting main effects plots with mean and ninety-five percentconfidence intervals for the relative weight of TA1 are shown in Figures 4, 5 and 6.

Note, Figures 4 and 5 show the results expected for column density and qualitativetendency. As the column density increases in Figure 4 the mean relative weight forTA1 increases from 9 percent to 27 percent. Similarly, as the qualitative tendencyincreases in Figure 5 the mean relative weight increases from 10 percent to 28 percent.However, based on the results in Figure 6 there is evidence that the choice of a threenumber quantitative scale has no effect on the final relative weight and rank of a givenTA. Effectively, the use of a three number scale pushes the importance calculations tothe expected average, in this case a relative weight of 20 percent for a given five by fiveHoQ.

The purpose of using unreasonable quantitative scales such as (1-2-3) and (1-50-100)was to show that even if the range is changed there is no effect on the mean and littleeffect on the confidence interval. These scales are thought of as “unreasonable”because they do not represent perceptual distinctions that a choice like (1-3-9) isintended to represent. For example, the relative difference between (1, 2 and 3) is soslight, it does little to differentiate weak, medium and strong qualitative relationshipsthat designers perceive. Similarly, (1-50-100) seems too extreme in its relative

FactorsColumn density Qualitative tendency Quantitative scale

Levels1 2 3 4 1 2 3 1 2 3 4

Settings1 2 1 1

1/5 2/5 3/5 4/5 weak medium strong 3 5 2 509 8 3 100

Table I.Factors and level settings

for HoQ experiment

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difference. While the scales typically utilized are meant to reflect expert knowledge,they are nothing more than the designers’ best guess to the quantitative level of therelationship. Further, the limitations applied through simplification of the process, i.e.use of one three number scale that is assumed to exist on a range from one to nine andis typically dictated by practice, severely limits the extent to which conclusions may bedrawn from the process.

Figure 4.Effect of “column density”

Figure 5.Effect of “qualitativetendency”

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In order to add statistical significance to the qualitative evidence presented thus far,comparison of the resulting relative weight and rank distributions is performed. Thecomparison is facilitated through a t-test performed on the resulting distributions ofrelative weight and rank order for each factor at each level. For example, looking at thecolumn density factor there are four distributions of twelve data points (48 totalexperiments, 12 for each of the 4 levels). Similarly, for qualitative tendency there are 3distributions with 16 data points and for quantitative scale there are 4 distributionswith 12 data points. The t-test allows a comparison of distributions per each factor toassess differences in response (relative weight or rank order) due to the factor level. Inusing the t-test, it is assumed that the distributions are normally distributed and haveequal variance (Montgomery, 2001). The null hypothesis for the t-tests performed isthat the distributions have equal means, or H0:m1 ¼ m2, where m1 and m2 represent themeans of the two distributions in question. In other words, the null hypothesis is thatthere is no effect due to changing the factor levels. The t-tests were performed at asignificance level of a ¼ 0:05. From the t-test, a P statistic is calculated. If the value ofP is less than a, the null hypothesis is rejected (i.e. it is likely that there is a difference inthe distribution means due to the changing factor levels – H1:m1 – m2). If the value ofP is greater than a we fail to reject H0 (i.e. a difference in the distribution means due tothe changing factor levels is unlikely).

The results of performing the t-tests are shown in Table II. Note that a test ofequality for the variances of the distributions for each factor level was performed and itwas found that the assumption of equal variance is valid. For both column density andqualitative tendency the value of P is almost always less than a, indicating a rejectionof the null hypothesis, H0. This provides evidence that changing the levels for thesetwo factors likely affects the final relative weight and rank order of TAs in the HoQ.There are only two cases in which the value of P is larger than a for column densitylevel comparisons. The first case occurs when comparing 2/5 and 3/5. However, since

Figure 6.Effect of “quantitative

scale”

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the P value is only slightly greater than a, it suggests that there is some difference inthe distributions, i.e. there is likely an effect due to changing from 2/5 to 3/5. Only in thecase of changing column density from 3/5 to 4/5 is there strong statistical evidence thata difference on the final relative weight and rank of TA1 is unlikely (i.e. we fail to rejectthe null hypothesis). This is understandable since a change from 3/5 to 4/5 onlyrepresents a 33 percent increase in column density, the number of CAs affected for theTA already exceeds half, thus reducing its relative effect.

For the quantitative scale factor however, the value of P is much greater than a inevery case, thus, we fail to reject H0. Namely, it can be concluded that there is likely noaffect on the final quantitative results in the HoQ due to quantitative scale choice.

Given these conceptual limitations – i.e. the choice of quantitative scale does notaffect the final relative score of any given TA significantly – and the evidenceprovided by the experiment, both qualitative and quantitative, it is likely that resultingrelative weight calculations should not be utilized for any type of quantitativecomparison. For example, designers should not utilize the relative weights as areflection of relative importance of one TA over another. At best, the results from theexperiment suggest that it may be possible to get a sense of the rank importance of oneTA over another, since it is evident that the column density and qualitative tendency ofa TA seem to have a dominating effect. However, there is still some danger in thisthinking, as is discussed and shown in the simulations of the next two sections.

Simulated application of the House of Quality – limits to quantitativeassessmentGiven the doubts raised in the assumptions of the HoQ method and the results of theexperiment, exploring an example through simulation would be beneficial. To conductthis simulated investigation an example HoQ from the literature is utilized. Theexample is shown in Figure 7 and represents a HoQ for the design of a hair dryeradapted from an example from Masui et al. (Masui et al., 2002). The example represents

Results of t-test for 5 £ 5 HoQ experimentFactor Levels compared Relative weight P value Rank P value

Column density 1/5 v. 2/5 0.038 0.0141/5 v. 3/5 0.000 0.0001/5 v. 4/5 0.000 0.0002/5 v. 3/5 0.078 0.0612/5 v. 4/5 0.010 0.0063/5 v. 4/5 0.220 0.200

Qualitative tendency Weak v. medium 0.000 0.002Weak v. strong 0.000 0.000Medium v. strong 0.003 0.008

Quantitative scale 1-3-9 v. 2-5-8 0.930 0.9271-3-9 v. 1-2-3 0.909 0.9171-3-9 v. 1-50-100 0.984 0.9502-5-8 v. 1-2-3 0.979 0.9912-5-8 v. 1-50-100 0.915 0.9771-2-3 v. 1-50-100 0.895 0.968

Table II.Statistical significance ofexperiment factors

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an instance of potential design decision making using the HoQ. The goal is to showhow erroneous conclusions and decisions could be made regarding this productexample due to the assumption of quantitative relationship scale.

Consider how conclusions might be drawn from a given HoQ. Breyfogle (1999)suggests utilizing the raw score (rank) or the relative weight calculated for each TA.The raw score, rank and relative weight are given for each TA in the example ofFigure 7. Designers must now draw conclusions based either on the raw score (rankedpriority) or the relative weight. The choice between using rank to prioritize and usingrelative weights to make decisions provides several possible courses of action fordesigners. It is likely that every company that utilizes the HoQ has differentapproaches for handling this information, which may even change for each new design.To support the simulated investigation here, two possible approaches are discussed.

The first option is that the designers could utilize the relative weights to determinehow resources should be allocated in the course of the design. Specifically, thedesigners could allow the relative weights to influence the percentage of resources(time, money, analysis) to spend in designing around each TA. At a minimum, in usingthe relative weights as a means of comparing the TAs, the designers are using relativedifferences among the TAs to guide decision-making. The difficulty here however isthat the designers do not truly know if the range and relative difference in the chosenrelationship scale (e.g. 1-3-9) is representative of the true relationship between CAs andTAs. Thus, the relative weights could be potentially no better than those generated bysome random process. To investigate this idea, random processes that work within theframework of the HoQ were designed and used to “simulate” results. Three differentrandom processes were compared to the results in the hair dryer example of Figure 7.The simulated results were generated as follows:

(1) Insertion of discrete uniform random number: In this recreation method,random numbers from a discrete uniform distribution (range 1 to 9) are insertedwherever a relationship exists in the original HoQ relationship matrix. Therelative weight of each TA is calculated for each of the thousand recreatedHoQs and the average relative weight for each TA over all recreations

Figure 7.Hair dryer HoQ example

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calculated. The goal of this simulation is to observe if using random numberswith known relationship locations yields results similar to the original HoQ.

(2) Arbitrary insertion of a three number scoring scale: In this recreation method, athree number scale consistent with the example is used (1-3-9). However, a score(0, 1, 3 or 9) is arbitrarily inserted in the relationship matrix locations. Thecontrolling factor is the column density metric, which is calculated from theoriginal HoQ for each TA, using Equation (3). Using a discrete uniform randomnumber generator and moving down each column of the relationship matrix foreach TA, a random number [0,1] is generated and if it is greater than the columndensity for that TA a zero is inserted. Otherwise, a relationship is assumed toexist and another random number [0,1] is generated. If the number is less thanone-third a low score is inserted, if the number is greater than or equal toone-third but less than two-thirds a medium score is inserted, and if the numberis greater than two-thirds a high score is inserted. Once this procedure iscompleted for every position in the relationship matrix, the relative weight foreach TA is calculated for each HoQ recreation and average relative weight foreach TA over the total number of recreations is calculated. The goal of thissimulation is to observe whether reducing the certainty of where relationshipsexist and the quantitative level of that relationship yields similar results to theoriginal HoQ.

(3) Arbitrary insertion of a discrete uniform random number: Similar, to theprevious recreation method this procedure also uses the column density tocontrol the number of relationship scores inserted for each TA. However, whena relationship is assumed to exist in this case (i.e. if a uniform random number[0,1] is less than or equal to the column density), a discrete random number froma uniform distribution is inserted (range 1 to 9). Again, the relative weight ofeach TA for each HoQ recreation is calculated and the average relative weightfor each TA over all recreations calculated. The goal of this simulation issimilar to the previous approach but the certainty of the quantitative level of therelationship has been reduced further.

The distribution of relative weights that result from each of these three randomprocedures for the hair dryer example of Figure 7 are shown in Figures 8, 9 and 10,where the circle represents the actual relative weight from the original HoQ and thetriangle represents the average of the distribution. Note that the TAs listed left to rightin the hair dryer HoQ appear left to right and row by row in the figures. The averagesof each procedure are shown in Table III for the hair dryer example.

Numerically, the average relative weights generated using the random proceduresappear similar to the relative weights from the original hair dryer HoQ. The Wilcoxonsigned rank test, which can be used to test whether the median of a distribution isequal to a scalar value (Gibbons, 1985), gave no verification that the distribution meanswere the same as the actual relative weights (scalar values) in the original HoQs. So,while a random number generator does not behave exactly as the HoQ methodstatistically, the numerical proximity of results is hard to ignore.

The authors realize the simulations are not purely random. That is, maintainingrelationship locations and using the column density metric in the simulations providesa form of bias. However, this bias is representative of one of the HoQ assumptions

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being explored, i.e. designers can indeed recognize where relationships exist. The factthat the resulting average relative weights via random score insertion never varywidely from the original HoQ suggests that the quantitative information provided bythe quantitative scale choice of designers lacks meaning. Thus, the true relationship,i.e. relative difference, among TAs is not well defined. The fact that random numbergeneration has produced results numerically similar to the scales typically used in HoQimplies that these scales are not necessarily meaningful representations of therelationship between customer and technical attributes.

Considering both the experiment and the simulation conducted here, it can beargued that the quantitative results captured by TA relative weight should not beutilized for any comparison of relative importance. While the simulations show that therelative weights are robust to scale choice, the experiment shows that this is due to theobservation that scale choice likely does not affect the final results. Taken together,this should suggest to users of HoQ that quantitative insights cannot be supported bythe results. This limitation is a function of both assumption two in the methodology(designers must identify a quantitative scale) and the limitations of the abilities ofhumans to analytically assess the influence on one factor on another (i.e. assess “howmuch” a TA affects a CA).

Figure 8.Random HoQ 1 results for

hair dryer

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Despite the limitations of the HoQ results to support quantitative assessment, themethodology can still provide some qualitative insights on TA importance. However,care must be taken in the extent to which these qualitative insights are applied. Thenext section explores the limitations of the HoQ qualitative results.

Simulated application of the House of Quality – limits to qualitativeassessmentA second course of action the designers could follow is to use the rank order of theresult from the HoQ to prioritize some or all of the TAs. Thus, allocation of resourceswould be left to designer discretion based upon the rank order.

Based upon the results of the experiment in which column density and qualitativetendency are found to be the factors that truly influence TA importance, it is plausibleto view the HoQ as a tool which can support qualitative assessment in a fairly robustmanner. In this case, designers are acknowledging that the use of an arbitrary scale(e.g. 1-3-9) is a qualitative scoring method. However, there are limits to the robustnessof this qualitative assessment. Those limitations arise due to the uncertainty that canlie about a particular relationship score. For example, the designers may use “3” torepresent a “medium” qualitative relationship; however, there is no reason to believe

Figure 9.Random HoQ 2 results forhair dryer

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that the actual value is represented. Thus, the question becomes what affect doesuncertainty in the qualitative relationship have on the final rank order of TAs? That is,maybe “3” is utilized to represent the value but in reality the exact value could beslightly less than or greater than “3”. Further, it may be appropriate to use multiplethree number scales within the same HoQ (e.g. 1-3-9 for the first CA and 2-5-8 for thesecond CA) or to use any number from 1 through 9 for assessment. Add to this thecomplication that designers should not assume (1-3-9) is necessarily better thananother scale, like (2-5-8), and the result is uncertainty in the true final rank. Toinvestigate the effect of this scale uncertainty, another simple simulation is performedusing triangular distributions to represent uncertainty in a particular three numberscale. The triangular distributions used and the resulting rank shifts for the hair dryerTAs are shown in Figures 11 and 12.

The idea behind using the triangular distributions shown in Figures 11 and 12 is torepresent the uncertainty that exists in the actual scale choice and the fuzzy nature of adesigner assessed relationship between a CA and TA. The charts below thedistributions show how the nine TAs of the hair dryer example in Figure 7 can changerank position over one hundred recreations. The recreations are intended to representone hundred individual design situations where the true quantitative value of “weak”,

Figure 10.Random HoQ 3 results for

hair dryer

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“medium” and “strong” may not be (1-3-9) or (2-5-8) exactly. The result is that the truerank order is different than what is achieved in assuming a single, three whole-numberscale. The results are hypothetical but serve to show the sensitivity of rank order tovarious forms of uncertainty in the actual relationship scale. That uncertainty might bethe choice in scale (1-3-9 v. 2-5-8) or the actual quantitative strength of a particularqualitative relation (distribution) or both.

Figure 11.Rank shifts for hair dryerTAs with uncertain 1-3-9

scale

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Looking at various scales and uncertainty quantifications provides a glimpse into thesensitivity (i.e. limits to robustness in qualitative assessment) of TA rank order withrespect to the scale choice and the amount and form of uncertainty between qualitativerelations. The TAs that shift only a few times and/or only one place in the rank orderare not necessarily of concern and seem relatively robust to the uncertainty depicted inthe scales here. However, note that at times some TAs can have large rank orderchanges. In Figure 11 one TA shifts rank between fifth and eighth place and sixth and

Figure 12.Rank shifts for hair dryerTAs with uncertain 2-5-8scale

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eighth place in Figure 12 as a result of a shift in quantitative scale choice and theamount and shape of the relationship uncertainty. These drastic changes that canresult from the slightest uncertainty in the quantitative scale choice and the inabilityfor designers to know the true quantitative scale should worry designers as to therobustness of the final rank order. This is especially true when designers are lookingfor a subset of TAs to focus on. Figure 11 shows that it may be difficult to know whichTAs are the top five in importance since several TAs shift among the fifth througheighth rank order positions.

From these investigations, it is clear that however the designers choose to influencedesign decisions, i.e. from relative weights or from rank order, confidence in thoseresults should be tempered. More commentary on these results and their impact isdiscussed in the Conclusion.

Conclusion“The principal benefit of the house of quality is quality-in-house. It gets peoplethinking in the right directions and thinking together. For most USA companies, thisalone amounts to a quiet revolution” (Hauser and Clausing, 1988). This conclusion fromHauser speaks to the benefit of conceptual mapping alluded to in the Introduction. Forcompanies just implementing QFD and the HoQ, there is undoubtedly an improvementin information structure, flow and direction. However, “thinking in the right directions”is only a qualitative notion. As design processes and methodologies improve andcompanies become more efficient in their use of information and knowledge,qualitative direction alone will yield fewer and fewer gains. While the HoQ is viewed asa tool that brings the proper entities into communication within a company, the workin this paper highlights the fact that the current methodology is limited to qualitativeassessment at best.

Any quantitative conclusions drawn from the method are potentially flawed forreasons discussed in this paper. Specifically, the experiment shows that one choice ofquantitative scale over another has no effect on the final outcome in terms of relativeweight. This implies that quantitative conclusions are likely flawed since quantitativeimportance calculations rely on a scale choice and it is unlikely that designers couldassess the true relationship between CA and TA. The simulated application usingrandom processes adds credence to this conclusion and gives the impression that thescales lack any meaningful information in representing the relationships betweencustomer and technical attributes.

The simulated results generated from the representation of quantitative scales asuncertain triangular distributions shows the sensitivity of rank order to scale choiceand uncertainty in the fuzzy qualitative value they represent. While a rank order maybe seen as a hybrid compromise between quantitative and qualitative conclusionsabout the TAs, there is still obviously room for error that could lead to disastrousdecisions. Further adding to this difficulty is the fact that designers may miss theexistence of weak relationships, affecting the column density factor, which was shownto be extremely important to TA importance in the experiment.

In all, the results of this paper show that designers should limit the importanceplaced on results from the HoQ method, especially those of a quantitative nature. It isimportant to point out that these limitations are not a deficiency in the HoQ itself butrather, a function of the assumptions necessary to apply the methodology and limits in

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human judgment to assess analytical relationships between factors. Given thepresentation of results in the HoQ method (i.e. as relative importance calculations), itmay be tempting for designers to over extend the results to make insights that are notcapable of being supported. The work in this paper serves as evidence to designers toavoid that temptation.

Of course, the authors realize that the limitations laid out in this paper are likelyknown to varying degrees by designers who utilize the HoQ regularly. However, it isimportant that these limitations are studied and reported in a rigorous fashion toensure they represent global rather than local knowledge. Further, it would bebeneficial for designers gaining first exposure to the HoQ methodology to understandthe limitations of the method before applying it in real design situations.

The results of this paper provide motivation for improving upon the conceptualsoundness of the HoQ method to make it a more rigorous tool for supporting design.Improvement would support the level of confidence designers put into the conclusionsdrawn from the HoQ methodology and help avoid conflict during the design process.That is, if multiple designers are in disagreement over the conclusions (e.g. mostimportant TAs) because they are aware of the limitations described in this paper,resolving the conflict becomes difficult. In such cases, while the HoQ provides somesupport to resolving the conflict, it falls short of ending the conflict definitively.

In the authors’ view, the HoQ method has the potential to overcome these limitationsand go beyond conceptual mapping. In order to continue achievement through thismethodology a more thorough quantitative approach for identifying the truerelationships between CAs and TAs must be sought. Concurrent work in this vein isongoing in terms of finding a design of experiment based approach to identifying therelationship values between CAs and TAs through application of “conjoint analysis”(Dolan, 1990; Green and Srinivasan, 1978).

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About the authorsAndrew Olewnik is currently a Research Associate with the New York State Center forEngineering Design and Industrial Innovation (NYSCEDII) and an Adjunct Assistant Professorin the Department of Mechanical and Aerospace Engineering at the University at Buffalo-SUNY.His research interests are in the development and validation of design-decision support methodsand processes, decision-based design, development of immersive design environments forcollaborative product design, design-decision tools for consumer-driven design, andcyberinfrastructure initiatives which support design. He received his BS (2000), MS (2002),

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and PhD (2005) degrees in Mechanical Engineering from the University at Buffalo – SUNY. He isthe corresponding author and can be contacted at: [email protected]

Kemper Lewis is currently a Professor of Competitive Product and Process Design in theDepartment of Mechanical and Aerospace Engineering and Executive Director of the New YorkState Center for Engineering Design and Industrial Innovation (NYSCEDII) at the University atBuffalo-SUNY. His research goal is to develop design decision methods for large-scale systemswhere designers understand the dynamics of distributed design processes, employ valid andefficient decision support methods, and use modern simulation, optimization, and visualizationtools to effectively make complex tradeoffs. His research areas include decision-based design,distributed design, reconfigurable systems, multidisciplinary optimization, informationtechnology, and scientific visualization. He received his a BS degree in MechanicalEngineering and a BA degree in Mathematics from Duke University in 1992, a MS degree inMechanical Engineering from the Georgia Institute of Technology in 1994, and a PhD degree inMechanical Engineering from the Georgia Institute of Technology in 1996.

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