CareSource, a managed care organization based in Dayton, Ohio, has partnered with KaiNexus since 2016. Their continuous improvement team runs a Six Sigma Green Belt training and certification program -- and in 2023, they hit a reporting wall.

The problem: good work, no way to prove it

CareSource's CI team used a single KaiNexus template for both standard CI projects and Green Belt student projects. On paper, that seemed efficient. In practice, it created a mess.

Green Belt projects and CI team projects have different structures, different milestones, and different data needs. Cramming both into one template meant inconsistent documentation, muddled data, and reports that couldn't cleanly separate Green Belt outcomes from everything else. When leadership asked, "What's the Green Belt program actually producing?" the CI team couldn't give a clean answer.

Coaching suffered too. With Green Belt projects mixed into the general queue, coaches couldn't easily see where students were struggling or which projects were stalled. Support was reactive instead of targeted.

The fix: a dedicated Green Belt template

Working with their KaiNexus customer success manager, the CI team designed a template built specifically for Green Belt projects. They spent time mapping out exactly what fields they needed, how the workflow should differ from standard CI projects, and what reporting they wanted on the other end.

The new template went live in summer 2023.

The immediate effect: clean separation between Green Belt projects and CI team projects. Every Green Belt submission now captures consistent data -- same fields, same milestones, same structure. That consistency flows straight into reporting.

Three things changed:

Reporting became straightforward. The CI team can now pull Green Belt-specific metrics -- project completion rates, cycle times, student progress -- without manually filtering or cross-referencing. When executives ask about the program's impact, the answer is a board, not a spreadsheet exercise.

Coaching got sharper. Coaches can see all active Green Belt projects in one view, spot bottlenecks early, and focus their time where students need help most. That visibility turned coaching from periodic check-ins into ongoing support.

Recognition became easier. With structured data on every graduate's project -- what they worked on, what they improved, what they learned -- the communications team started building individual success stories. Those stories, shared internally, gave other employees a concrete picture of what the Green Belt program looks like in practice.

What this looks like in KaiNexus

The dedicated template feeds into Green Belt-specific boards that surface the metrics leadership cares about: how many projects are active, how many have been completed, where students are in their certification journey, and what impact those projects are delivering. No manual assembly required.

This is the kind of problem that's easy to overlook until it becomes a bottleneck. CareSource didn't need a new methodology or a bigger team. They needed their existing system configured to match how their program actually works -- and the data structure to prove that it's working.

Ready to see how KaiNexus tracks improvement impact across your organization? See KaiNexus in action →