Step 01
Work instruction access
Operators search binders or shared drives for the current revision.
Industry — Manufacturing & Logistics
Operational systems are established and change slowly. Value comes from coordination, documentation, and exception handling rather than replacing control systems.
Plants and networks run on documented procedure and fast exception handling. Value shows up in knowledge access, document handling, and exception routing — clearly separated from anything that controls equipment or moves in real time.
Read this as one workflow, not a list of features. Time is lost before any decision about what to build, and the same people still have to own the outcome afterwards.
Step 01
Operators search binders or shared drives for the current revision.
Step 02
Fault history and fixes live in ticket notes nobody can search effectively.
Step 03
Supplier documents, certificates, and delivery paperwork are keyed in by hand.
Step 04
Shortages, deviations, and delays are escalated to whoever is nearest, not whoever owns it.
Step 05
Quality and performance summaries are compiled manually each week.
The same ribbon runs through every implementation in this sector. Only the systems, the data, and the review threshold change.
Work instruction access
Only sources the requester may already open are searched.
The output is proposed with the evidence it came from.
No connection to control systems, PLCs, or anything that can change plant state
Decision gate — Nothing is sent, posted, or actioned until this approval is recorded.
Same workflow, same accountability. The change is where the effort sits.
Current state
Future state
Each connected system carries the permission rule that governs it. Nothing is read outside the scope shown here.
ERP and MRP for orders
Access rulePermission: inventory, and planning records
CMMS or maintenance ticketing for fault and asset history
Access rulePermission: Scoped to the approved workflow
Controlled document systems for work instructions and specifications
Access rulePermission: with revision state
Quality management records and supplier documentation stores
Access rulePermission: Scoped to the approved workflow
Read-only reporting extracts — never a connection that can act on plant systems
Access rulePermission: Scoped to the approved workflow
Workflow layer
The workflow reads only what the requesting person is already permitted to see, writes back to the owning system of record, and records who approved each action.
Manufacturing & Logistics — review queue
These are asked before design starts. If they cannot be answered, the workflow is not ready.
01
Pick one workflow with a clear trigger, a known volume, an owner, and a measurable current cost. Write down the decision that must stay human before anything is designed.
02
Confirm which sources may be used, who may see what, and which records are excluded from scope. Access rules are set before retrieval is built, not after.
03
Specify the trigger, approved context, bounded task, review point, system action, and failure behaviour. The control pattern is part of the design, not a later addition.
04
Connect to the systems already in use so output lands where the work happens, with attribution and an audit record of what was produced and by whom.
05
Test against a set of real, representative cases with an agreed quality bar. Record what passed, what failed, and what changed as a result.
06
Run with the people who do the work, capture their corrections, and treat rejected outputs as design feedback rather than user error.
07
Compare against the baseline captured at the start, review edge cases on a schedule, and retire or rescope anything that does not earn its place.
Measures are evaluation targets agreed with your team, not promised results. We baseline before launch so any change can be attributed honestly.
Evaluation happens before release. Monitoring continues after it, against the same measures.
Before release — evaluation
After release — monitoring
Named owner: A business owner for the outcome and a technical owner for the system, named before release.
The right AI solution is not selected by trend. It is designed around the workflow, approved data, systems, people, risk, and measurable outcome.
Start with a structured assessment of your workflows, systems, and data, and leave with a prioritized view of where AI can create real value.