TRUSTED FACTORYFLOW
Define the starting point, retained systems, cost components and evaluation criteria before scaling.
Discovery configurations help define incremental investment, not fixed-price packages or delivery-time promises.
Retain source systems and inventory ownership. Pilot WMS → WCS → fleet with results returned to source. Incremental scope covers mapping, execution, adapters and missing data preparation.
Acceptance point: Trace a source order through task/mission to one accepted WMS posting.
Start with identified receipts, locations, stock and handovers. Select WMS scope before robotics; data/scans and ownership are first outputs.
Acceptance point: Check observed counts, hold/release, discrepancies and ledger effects in the field.
Assess the installed fleet/controller and programs. Bind missions/jobs to source work and identify gates and profile work to build or adapt.
Acceptance point: Test duplicate work, timeout, program mismatch and physical-outcome reconciliation.
Use an accepted package as the template while separating site data and settings. Reassess load, networking, controllers and authority; do not copy every parameter blindly.
Acceptance point: Produce target configuration records, site tests and a separate go/no-go decision.
| Component | How scope is defined | Assessment output |
|---|---|---|
| Software | Modules, sites, roles, environments and feature rights. | Scope register and acceptance criteria. |
| Equipment/infrastructure | Load, stations, models/options, networks, compute and storage. | Design and selected configuration list. |
| Integration | Data sources, mappings, contracts, adapters and bilateral tests. | Interface records and cross-system reconciliation. |
| Operations | Training, support, backup/restore, upgrades and incident ownership. | Runbooks, authority and service conditions. |
Separate one-time discovery, data preparation, adapter and commissioning costs from recurring licenses/subscriptions, infrastructure, storage, support and upgrades. Vendor equipment/options and trust services have separate scopes; avoid double counting or omissions between alternatives.
Use the same evaluation period, volume and site count and state equipment-change/growth assumptions. Expected benefits need customer-validated baseline data. Savings, ROI and payback models need explicit assumptions reviewed against those records.
Compare periods with similar order mix and shifts and record volume changes and out-of-scope events.
Separate data, process, orchestration and equipment contributions rather than credit all change to software.
Link KPI data to source tasks, scans, jobs or events so operations can inspect samples, not just aggregate charts.
Prepare the priority workflow, systems, equipment, stations and current timing/discrepancy measures.
Collect demand by shift, waits, interventions, discrepancies and retained assets. Owners validate baselines before benefit modelling.
