Read before your project starts.
Checklists, roadmaps and templates drawn from our experience in the field, with tickable lists, infographics and printable templates.
- Checklist10 min read
Production planning digitalisation checklist
Production planning digitalisation is a project that moves MRP and capacity planning into software on clean master data and defined processes. This list covers preparation from kickoff to post go-live.
- Master data and parameter readiness
- Pilot line selection and RACI
- Go-live criteria and KPIs
- Roadmap11 min read
Predictive maintenance transition guide
Predictive maintenance is a maintenance approach that anticipates failures from equipment condition data and schedules work at the right time. This guide walks you from critical asset analysis to pilot and scale-up.
- Criticality matrix and FMEA basics
- Signal and sensor selection table
- Pilot scope and success criteria
- Templates12 min read
CAPA and 8D in quality management
CAPA is the corrective and preventive action process that removes the root cause of a non-conformity and prevents recurrence. This guide covers the 8D steps with templates, criteria and checklists.
- Field-by-field 8D template, D0 to D8
- Ways to verify the root cause
- 8D report review checklist
- Checklist10 min read
Enterprise AI readiness checklist
Enterprise AI readiness is an assessment of how prepared an organisation is, in data, security, infrastructure and people, to deploy AI safely. This checklist covers each step.
- Use-case scoring matrix
- On-premise vs cloud decision table
- Evaluation set and acceptance criteria
- Checklist10 min read
Robotic cell project planning guide
A robotic cell is an integrated production station made of a robot arm, tooling, safety equipment, controls and material flow. This guide walks you through planning, from task selection to acceptance testing.
- Cobot or industrial robot?
- Safety and risk assessment steps
- FAT / SAT acceptance lists
- Checklist9 min read
Enterprise software go-live checklist
Go-live is the transition in which enterprise software moves out of testing and becomes the system that runs daily work. This checklist covers every phase from scope to hypercare.
- RACI and steering committee
- Test entry and exit criteria
- Go/no-go and hypercare checklist
- Guide10 min read
ERP and system integration guide
ERP integration is a design and operations discipline that makes data flow correctly, securely and traceably between the ERP and production, quality, maintenance and shop floor systems.
- Source of truth per data object
- Pattern choice and interface template
- Errors, security and test strategy
- Guide10 min read
Master data management and data quality guide
Master data management keeps core records such as items, BOMs, suppliers and customers single, correct and current. This guide covers roles, rules and workflows step by step.
- RACI and data stewardship model
- Quality dimensions and sample rules
- Request, approval and golden record
- Guide10 min read
Lot and serial traceability guide
Traceability is the ability to follow the history, location and use of a product and its components through records. This guide covers lots, serials, GS1 labelling and recall drills.
- Lot, serial and batch decision table
- GS1 application identifiers
- Recall drill checklist
- Guide10 min read
OEE measurement and improvement guide
OEE (overall equipment effectiveness) is a metric that shows how well equipment uses its planned production time, as the product of availability, performance and quality.
- Correct time model and cycle time
- Downtime reason code template
- Pareto, SMED and autonomous maintenance
- Guide10 min read
ISO 9001 document control guide
Document control is the process that makes sure the right version of documented information reaches the right people and stays protected. This guide applies ISO 9001 clause 7.5 with templates.
- An accurate reading of clause 7.5
- Numbering and retention templates
- DMS migration and audit checklists
- Templates10 min read
Enterprise risk management and risk register guide
Risk management is the process of systematically identifying, assessing and treating uncertainties that can affect objectives. This guide explains how to set up a risk register from scratch and keep it alive within the ISO 31000 framework.
- Risk criteria and a 5×5 matrix template
- Risk register fields and sample rows
- Monitoring, KRIs and reporting cadence
- Checklist9 min read
Supplier evaluation and approval guide
Supplier evaluation is the process of selecting, approving and monitoring suppliers to ensure that externally provided products and services meet requirements. This guide explains how to set up a workable process within the ISO 9001 clause 8.4 framework.
- Supplier segmentation and risk class
- Approval steps and audit checklist
- Scorecard: quality, delivery, service
- Guide9 min read
Customer complaint management guide
Customer complaint management is the process of recording and classifying complaints in a single channel, responding on time and preventing recurrence by removing the root cause. This guide explains how to set up an end-to-end complaint process using ISO 10002 principles.
- Required fields for a complaint record
- Priority and response time matrix
- Linking complaints to CAPA
- Roadmap11 min read
Enterprise document assistant (RAG) setup guide
An enterprise document assistant is an AI application based on retrieval-augmented generation (RAG) that lets employees ask questions about procedures, instructions and technical documents in natural language and get answers with cited sources. This guide covers the steps from scoping to go-live.
- Document preparation and permission model
- Chunking, retrieval and citations
- Evaluation set and acceptance criteria
Be the first to read new content
Once a month: articles, guides and event news on AI, robotics and management systems in manufacturing.