11. Operational Excellence & Digital Systems
ERP/MES architecture and shop-floor governance for clean, usable factory data.
Part 1. Manufacturing Systems Architecture and Ownership
1.1 Functional Hierarchy (ISA-95)
In complex manufacturing, blurring the lines between business planning and machine control is not...
1.2 Interoperability and Governance
A system architecture without governance is not an architecture; it is a "spaghetti topology" of ...
1.3 System Landscape & RACI
A manufacturing floor running on undefined system boundaries guarantees data corruption. When an ...
1.4 Master Data Model + SSOT Rules (BOM/Routing/Resources)
Master Data is the executable code of your factory. If the Bill of Materials (BOM) or Routing con...
1.5 OT Network & Cybersecurity Baseline
A flat network is a suicide pact. If a receptionist's laptop opens a phishing email, your PLCs mu...
1.6 ERP-MES Contract: Orders, confirmations, consumption, scrap, WIP
The interface between ERP (Enterprise Resource Planning) and MES (Manufacturing Execution System)...
Part 2. Equipment Connectivity and Execution Control
2.1 Equipment Connectivity Playbook
A disconnected machine is a black hole in your production line. You cannot improve what you canno...
2.2 Recipe / Program Management
A machine recipe (reflow profile, torque script, pick-and-place file) is not a "setting"; it is a...
2.3 Electronic Interlocks
An Electronic Interlock is the digital equivalent of a physical barrier. It is a binary constrain...
2.4 Deployment Architecture
Cloud-first architectures fail on the factory floor because the internet is not a real-time contr...
Part 3. Traceability and Compliance Operations
3.1 Traceability Standards (IPC-1782)
Traceability is not an archive of what happened; it is the active defense against liability. In t...
3.2 Serialization and Identity Lifecycle
A Serial Number (SN) is not a sticker; it is the Primary Key of your physical reality. If two uni...
3.3 Component Genealogy
Genealogy is the forensic DNA of your product. While "Traceability" tracks where a unit went, "Ge...
3.4 Work Order Execution Model
The Work Order (WO) is the executable container for the product. If the ERP is the "Architect," t...
3.5 Work Instructions & e-Records
Paper work instructions are a liability. They are static, easily defaced, and impossible to revok...
3.6 Quality Gates & Data Capture Requirements
A digital system that only "records" production is a passive historian. To prevent defects, the M...
3.7 Recall Drill Procedure + “Reverse Genealogy Report” Template
A recall is not a "possibility"; it is a statistical certainty. When a raw material defect is dis...
3.6 Data Retention, Legal Hold, and Audit Export Pack
Data has mass. Accumulating terabytes of high-frequency sensor data without a purge strategy ensu...
Part 4. Operator UX, Escalation, and Performance
4.1 Digital Andon Systems
A traditional Andon system (lights on a pole) is a passive request for help; a Digital Andon syst...
4.2 KPI Dictionary (OEE definitions, loss taxonomy, calculation rules)
A KPI (Key Performance Indicator) is a navigation instrument, not a "report card." If the dashboa...
4.3 Dashboards & Shopfloor Displays
Data must be visible to be actionable. In a high-speed environment, operators and managers do not...
4.4 Escalation SLAs
Hope is not a strategy. When a line stops, the clock starts ticking against the factory's P&L. An...
Part 5. IT Operations for Factory Systems
5.1 MES Rollout Method (Pilot -> Line -> Factory) + Cutover Checklist
Deploying a new MES or ERP module acts as a transplant of the manufacturing facility's nervous sy...
5.2 Change & Release Management
A manufacturing facility is not a SaaS startup. "Move fast and break things" translates to "Stop ...
5.3 Support Model (L1/L2/L3), Incident Response, Monitoring
A deployed system without a defined support architecture is a dormant failure waiting for a trigg...
5.4 Backup & Disaster Recovery
A system that cannot be recovered is a system that does not exist. In manufacturing, uptime is cu...
5.5 Access Control Matrix + Audit Trails
Security in a manufacturing environment is not just about preventing external hackers; it is abou...