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1.4 Deal Desk: Quote Approval & Margin Guardrails

10. Customer Success & Business Operations Part 1. Pipeline, RFQ Intake & Quoting

Revenue does not equal profit. The Deal Desk exists to filter out "toxic revenue"—projects that c...

Updated 1 month ago by Sergey Zorin

1.3 Quotation Model: Cost Structure & Assumptions

10. Customer Success & Business Operations Part 1. Pipeline, RFQ Intake & Quoting

A quotation is a simulation of the production run. If the pricing model fails to account for mate...

Updated 1 month ago by Sergey Zorin

1.2 RFQ Intake Checklist & Golden Data Pack

10. Customer Success & Business Operations Part 1. Pipeline, RFQ Intake & Quoting

Manufacturing speed relies on data integrity. An incomplete or ambiguous RFQ package halts the Ne...

Updated 1 month ago by Sergey Zorin

5.5 Access Control Matrix + Audit Trails

11. Operational Excellence & Digital Sy... Part 5. IT Operations for Factory Systems

Security in a manufacturing environment is not just about preventing external hackers; it is abou...

Updated 1 month ago by Sergey Zorin

5.4 Backup & Disaster Recovery

11. Operational Excellence & Digital Sy... Part 5. IT Operations for Factory Systems

A system that cannot be recovered is a system that does not exist. In manufacturing, uptime is cu...

Updated 1 month ago by Sergey Zorin

5.3 Support Model (L1/L2/L3), Incident Response, Monitoring

11. Operational Excellence & Digital Sy... Part 5. IT Operations for Factory Systems

A deployed system without a defined support architecture is a dormant failure waiting for a trigg...

Updated 1 month ago by Sergey Zorin

5.2 Change & Release Management

11. Operational Excellence & Digital Sy... Part 5. IT Operations for Factory Systems

A manufacturing facility is not a SaaS startup. "Move fast and break things" translates to "Stop ...

Updated 1 month ago by Sergey Zorin

5.1 MES Rollout Method (Pilot -> Line -> Factory) + Cutover Checklist

11. Operational Excellence & Digital Sy... Part 5. IT Operations for Factory Systems

Deploying a new MES or ERP module acts as a transplant of the manufacturing facility's nervous sy...

Updated 1 month ago by Sergey Zorin

4.4 Escalation SLAs

11. Operational Excellence & Digital Sy... Part 4. Operator UX, Escalation, and Pe...

Hope is not a strategy. When a line stops, the clock starts ticking against the factory's P&L. An...

Updated 1 month ago by Sergey Zorin

4.3 Dashboards & Shopfloor Displays

11. Operational Excellence & Digital Sy... Part 4. Operator UX, Escalation, and Pe...

Data must be visible to be actionable. In a high-speed environment, operators and managers do not...

Updated 1 month ago by Sergey Zorin

4.2 KPI Dictionary (OEE definitions, loss taxonomy, calculation rules)

11. Operational Excellence & Digital Sy... Part 4. Operator UX, Escalation, and Pe...

A KPI (Key Performance Indicator) is a navigation instrument, not a "report card." If the dashboa...

Updated 1 month ago by Sergey Zorin

4.1 Digital Andon Systems

11. Operational Excellence & Digital Sy... Part 4. Operator UX, Escalation, and Pe...

A traditional Andon system (lights on a pole) is a passive request for help; a Digital Andon syst...

Updated 1 month ago by Sergey Zorin

3.6 Data Retention, Legal Hold, and Audit Export Pack

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

Data has mass. Accumulating terabytes of high-frequency sensor data without a purge strategy ensu...

Updated 1 month ago by Sergey Zorin

3.7 Recall Drill Procedure + “Reverse Genealogy Report” Template

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

A recall is not a "possibility"; it is a statistical certainty. When a raw material defect is dis...

Updated 1 month ago by Sergey Zorin

3.6 Quality Gates & Data Capture Requirements

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

A digital system that only "records" production is a passive historian. To prevent defects, the M...

Updated 1 month ago by Sergey Zorin

3.5 Work Instructions & e-Records

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

Paper work instructions are a liability. They are static, easily defaced, and impossible to revok...

Updated 1 month ago by Sergey Zorin

3.4 Work Order Execution Model

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

The Work Order (WO) is the executable container for the product. If the ERP is the "Architect," t...

Updated 1 month ago by Sergey Zorin

3.3 Component Genealogy

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

Genealogy is the forensic DNA of your product. While "Traceability" tracks where a unit went, "Ge...

Updated 1 month ago by Sergey Zorin

3.2 Serialization and Identity Lifecycle

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

A Serial Number (SN) is not a sticker; it is the Primary Key of your physical reality. If two uni...

Updated 1 month ago by Sergey Zorin

3.1 Traceability Standards (IPC-1782)

11. Operational Excellence & Digital Sy... Part 3. Traceability and Compliance Ope...

Traceability is not an archive of what happened; it is the active defense against liability. In t...

Updated 1 month ago by Sergey Zorin