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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 dashboard says "Green" but the line is stopped, the dashboard is lying. To manage operations digitally, you must strip away "Vanity Metrics" and enforce strict, mathemati...

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 "Escalation SLA" (Service Level Agreement) is a programmed set of rules that governs the human response to downtime. It removes emotion and ambiguity: if the line...

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 the line and destroy revenue." The goal of Release Management is Stability. Every change to the MES or ERP must be treated as a hazardous material transport: caref...

1.1 Commercial Qualification

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

Manufacturing capacity is a finite asset; engineering time is non-renewable. Every hour spent quoting a mismatched project is an hour stolen from a viable one. The Commercial Qualification process is not a sales hurdle; it is a firewall designed to protect the...

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 New Product Introduction (NPI) process immediately. We do not guess component values or orientations; we build strictly to the "Golden Data Pack." This dataset is th...

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 material attrition, setup time, or component minimums, the factory loses margin before the first board is placed. The quotation serves as the primary commercial contra...

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 consume capacity without generating sufficient yield or cash flow. This workflow forces a conscious decision: we either maintain margin discipline or we deliberatel...

1.5 Contract Review & Commercial Controls

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

A signed contract is not a victory; it is a liability container. If the legal terms contradict the operational reality, the factory bleeds cash. We review contracts to define the precise moment risk transfers from us to the customer. Do not rely on "standard t...

1.6 Sales → Project Handoff Package

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

The "Throw it over the wall" era is over. A signed PO is worthless if Operations cannot execute it. The Sales → Project Management (PM) handoff is a formal Quality Gate. The Sales cycle does not end at signature; it ends when the PM accepts the "Baseline Scope...

2.1 Account Governance: Cadence, Escalation & Decision Rights

10. Customer Success & Business Operations Part 2. Account Governance & Executive ...

Entropy is the default state of any manufacturing relationship. Without a rigid governance structure, minor communication gaps compound into production stoppages, yield drift, and margin erosion. Account governance is not about "checking in"; it is the control...

2.2 Quarterly Business Review (QBR)

10. Customer Success & Business Operations Part 2. Account Governance & Executive ...

A Quarterly Business Review is not a social visit or a grievance session for a single late shipment. It is a strategic calibration event. Its purpose is to synchronize the customer’s 12-month demand roadmap with the factory’s technical and capacity planning. W...

2.3 Account Plan: Expansion Map, Stakeholders, Renewal Roadmap

10. Customer Success & Business Operations Part 2. Account Governance & Executive ...

A static account is a dying account. In manufacturing, if you are not growing your share of the customer's wallet, a competitor is actively qualifying a second source to replace you. The Account Plan is not an administrative exercise; it is the engineering dra...

3.1 NPI Stage Gates (Commercial + Technical)

10. Customer Success & Business Operations Part 3. New Product Introduction (NPI) ...

New Product Introduction (NPI) is the highest-risk phase in the manufacturing lifecycle. It is where margins are engineered or destroyed. A failed NPI phase results in "unstable equilibrium"—a product that can be built, but never profitably or predictably. We ...

3.2 PVT / Pilot Run Readiness: Tooling, Test & Yield

10. Customer Success & Business Operations Part 3. New Product Introduction (NPI) ...

PVT (Production Validation Test) is not a "practice run"; it is a stress test of the manufacturing system. The objective is to prove that the process—not just the product—is capable of volume production at the target cost and quality. If you enter PVT with "re...

3.3 SOP Readiness & Transfer to Volume

10. Customer Success & Business Operations Part 3. New Product Introduction (NPI) ...

Start of Production (SOP) is the specific moment where the project transitions from an Engineering Cost Center to an Operational Profit Center. It is not a date on a calendar; it is a certified state of readiness. If you trigger SOP with unstable processes, yo...

4.1 Rolling Forecast: Horizon Rules & Capacity Reservation

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Manufacturing is a momentum machine; it cannot turn on a dime. The Rolling Forecast is the steering mechanism. It bridges the gap between the customer’s immediate sales reality and the factory’s physical lead times (often 12–20 weeks). A forecast is not a "gue...

4.2 Materials Ownership Model & Liability

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Inventory is not an asset; it is cash trapped in a physical form that degrades over time. Ambiguity regarding who owns that cash—and who pays when it becomes worthless—is the primary cause of commercial disputes in manufacturing. We must explicitly define the ...

4.3 E&O Prevention & Disposition Rules

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Excess and Obsolete (E&O) inventory is financial cancer. It occupies warehouse space, consumes working capital, and eventually requires a write-down that destroys net profit. E&O is rarely a surprise; it is the mathematical result of poor synchronization betwe...

4.4 Order Acceptance Rules: PO Validation & Promise Logic

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

A Purchase Order (PO) is not a suggestion; it is a binding legal contract. Once accepted, the factory commits capital, capacity, and liability. Accepting a "dirty" PO (incorrect price, ambiguous revision, impossible date) creates a blast radius of administrati...

4.5 Fulfillment & Logistics: Incoterms, OTIF & Claims

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Logistics is the final step of the manufacturing process, not an afterthought. A product that is technically perfect but arrives damaged or late is a commercial failure. We treat the shipping container as the final component of the assembly. The goal is "Dock-...