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2.1 Equipment Connectivity Playbook

11. Operational Excellence & Digital Sy... Part 2. Equipment Connectivity and Exec...

A disconnected machine is a black hole in your production line. You cannot improve what you cannot measure, and manual data entry is just a digitized guess. The goal of connectivity is High-Fidelity Telemetry: capturing the machine's state, throughput, and pro...

2.2 Recipe / Program Management

11. Operational Excellence & Digital Sy... Part 2. Equipment Connectivity and Exec...

A machine recipe (reflow profile, torque script, pick-and-place file) is not a "setting"; it is a manufacturing specification. If a process engineer modifies a temperature profile by 5˚C to "fix a yield issue" without validation, they have effectively created ...

2.3 Electronic Interlocks

11. Operational Excellence & Digital Sy... Part 2. Equipment Connectivity and Exec...

An Electronic Interlock is the digital equivalent of a physical barrier. It is a binary constraint that prevents the manufacturing process from advancing when conditions are unsafe, incorrect, or unknown. Unlike a "Warning" (which operators can ignore), an Int...

2.4 Deployment Architecture

11. Operational Excellence & Digital Sy... Part 2. Equipment Connectivity and Exec...

Cloud-first architectures fail on the factory floor because the internet is not a real-time control network. Latency, jitter, and outages are physical realities. The operational architecture must follow the "Submarine Principle": the factory must be able to op...

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 discovered, the difference between a minor logistical annoyance (recalling 500 units) and a company-ending event (recalling 50,000 units) is the precision of your dat...

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 ensures system paralysis. Conversely, deleting compliance records prematurely ensures legal liability. You must implement a Data Lifecycle Management (DLM) strategy th...

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...