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00
Contact
Who are we talking to?
Name
Role / Title
Company
Phone
01
Machines & Equipment
What's running on the floor?
Machine / Equipment Type
Qty
Avg Age
Add machine type
Main products manufactured
Daily output target
02
Workforce
Who runs the floor?
Total employees
Production workers
Maintenance technicians
Production managers
Shifts per day
Select…
1
2
3
24/7
Working days / week
Select…
5
6
7
03
Biggest Pain Point
The one problem that, if solved, changes everything
Describe the biggest pain point
How long has this existed?
Select…
Less than 1 year
1–2 years
3–5 years
5+ years
Previous solutions tried?
5
Business impact score (1 = minor · 10 = critical)
Minor
Critical
04
Biggest Saving Opportunity
Where is money being left on the table?
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Unplanned downtime
Machines stop without warning
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Quality & scrap
Defects or rework costs
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Low utilization / OEE
Capacity going to waste
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Reactive maintenance
Fixing instead of preventing
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Changeover & setup time
Long retooling between runs
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Inventory management
Overstock or stockouts
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On-time delivery
Missing delivery commitments
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Lack of visibility
No real-time data or dashboards
Estimated annual saving potential
05
Project Definition
What would make this a real initiative?
Primary KPI to improve
Success in 6 months looks like…
Internal champion / sponsor
Desired go-live timeline
Select…
1–3 months
3–6 months
6–12 months
Flexible
Budget status
✅ Approved
⏳ In progress
❌ Not yet
❓ Unknown
Existing systems
ERP system
MES (if any)
PLCs / Controllers
Existing sensors
What could block this project?
Anything else we should know?
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