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Defined first steps

Bound uncertainty before committing to the larger programme.

Each assessment has named inputs, activities, exclusions and a decision output. Scope, site access, schedule and price are confirmed by formal quotation.

Assessment catalogue

Choose the decision you need to make

Defined assessment

TwinCAT health & recovery assessment

For: Uncertain source/runtime baselines, recurring faults, unsupported code or fragile changes.

Inputs: Available source, IPC/runtime access, backups, fault evidence and named machine owner.

Assessment scope

  • Version, library, boot project and source comparison
  • Architecture, I/O/interface and diagnostic sampling
  • Backup, restore and rollback readiness
  • Risk/unknown workshop and prioritised findings

Decision enabled: Whether to stabilise, remediate, migrate or establish lifecycle support.

Boundary: Does not include production changes or guarantee fault resolution.

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Defined assessment

Controls obsolescence assessment

For: Unsupported PLC, IPC, drive, I/O, HMI or engineering-tool estates.

Inputs: Installed access, asset/backup records, production constraints and support history.

Assessment scope

  • Installed hardware/software and spares baseline
  • Supportability and dependency mapping
  • Operational criticality and recoverability review
  • Migration options, stages and test/shutdown needs

Decision enabled: Which risks to accept, stock, mitigate or migrate—and in what order.

Boundary: Does not promise like-for-like migration before behavioural discovery.

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Defined assessment

GAMP 5 validation-readiness assessment

For: Regulated automation with lifecycle, traceability, source or verification gaps.

Inputs: Intended use, customer procedures, approved records, source/configuration and responsible reviewers.

Assessment scope

  • Boundary, role and criticality review
  • Lifecycle document and traceability sampling
  • Source/configuration/change-control assessment
  • Verification, deviation and release-evidence gaps

Decision enabled: A proportionate remediation, change or supplier-evidence plan.

Boundary: Does not validate the system or replace customer quality approval.

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Defined assessment

Machine-data & OEE definition assessment

For: Disputed measures, new MES interfaces or untrusted machine-event data.

Inputs: Named consumers, PLC/interface access, existing definitions and representative timelines.

Assessment scope

  • Operational question and source-of-truth workshop
  • State, count, event and quality definition review
  • Timing, buffering, identity and security gaps
  • Reference data-contract and implementation options

Decision enabled: What data should be exposed, how it is governed and where it should be processed.

Boundary: Does not promise OEE improvement from connectivity alone.

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Defined assessment

Virtual-commissioning value assessment

For: Projects with compressed commissioning, complex recovery or repeat regression needs.

Inputs: Control design/source, I/O/device boundary, planned tests and available models.

Assessment scope

  • Questions and evidence allocation
  • Model fidelity and interface definition
  • Scenario and tool options
  • Effort, limitations and maintenance position

Decision enabled: Whether and where simulation will remove enough delivery risk to justify implementation.

Boundary: Does not claim that a model proves physical safety or performance.

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Defined assessment

OEM controls work-package definition

For: Machine builders needing specialist capacity, reusable architecture or clearer supplier ownership.

Inputs: Machine concept, delivery programme, standards, interfaces, customer evidence and commercial constraints.

Assessment scope

  • Responsibility and interface workshop
  • Platform, variant and source-ownership options
  • Delivery/acceptance gate definition
  • Costable scope, dependencies and risk register

Decision enabled: Which controls responsibilities to package externally and how the OEM retains platform control.

Boundary: Does not include undeclared product-compliance or performance responsibility.

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