Carlos Zuleta and Lean

1 Pages Posted: 13 Sep 2020 Last revised: 10 Nov 2021

See all articles by Elliott N. Weiss

Elliott N. Weiss

University of Virginia - Darden School of Business

Rebecca Goldberg

University of Virginia - Darden School of Business

Abstract

This case tells the story of Carlos Zuleta's philosophies toward Lean transformations in the country of Colombia. First, he describes the transformation at Porvenir, a Colombian private pension fund administrator that applied Lean to reduce the lead time from when a customer became eligible for pension payments to the moment they received their first payment. Then he describes his transition to his own boutique consulting firm, Rewire Colombia, focusing on operational excellence based on Lean principles and tools. A number of Lean success stories and Lean methodologies are described. People development is described in particular detail. The case can be used as an example of applying Lean in service settings in a non-US location.

Excerpt

UVA-OM-1690

Rev. Feb. 11, 2021

Carlos Zuleta and Lean

Carlos Zuleta, a Colombian native, earned his undergraduate degree in business administration from the Universidad de los Andes in 1995. In 2000, he earned an MBA from the Darden School of Business at the University of Virginia. After two years in banking and another two in management consulting at top-tier US firms, Zuleta transitioned to working for a Colombian private pension fund administrator, Porvenirone of the largest companies in the countryfirst as a corporate strategic planner and later as chief operating officer. In September 2018, he left to form Rewire, his own Lean-transformation-focused consulting firm.

What follows is Zuleta's story in his own words.

Origins

. . .

Keywords: lean, lean transformation, consulting, international, Colombia, service management, service operations

Suggested Citation

Weiss, Elliott N. and Goldberg, Rebecca, Carlos Zuleta and Lean. Darden Case No. UVA-OM-1690, Available at SSRN: https://ssrn.com/abstract=3660470 or http://dx.doi.org/10.2139/ssrn.3660470

Elliott N. Weiss (Contact Author)

University of Virginia - Darden School of Business ( email )

P.O. Box 6550
Charlottesville, VA 22906-6550
United States

HOME PAGE: http://www.darden.virginia.edu/html/direc_detail.aspx?styleid=2&id=4375

Rebecca Goldberg

University of Virginia - Darden School of Business ( email )

P.O. Box 6550
Charlottesville, VA 22906-6550
United States

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