1. Determine the project goal and develop a clear understanding of constraints which may be fiscal, facility, product or personnel related, safety, ergonomic or speed.
2. Observe the line in motion, measure and measure some more, question operators, maintenance personnel, and other stakeholders that must work with the equipment daily – their insight is invaluable.
3. Develop a proposed solution that will probably include an actual CAD plant layout of the pertinent area and provide a fully detailed proposal.
4. Confirm that proposed solution meets all constraints and satisfies the project goal(s). If not, revise as necessary. The greater the number of constraints and goals, the greater the chance that the solution becomes evolutionary.This process leads to a better final result.
5. Execute.
6. Install system and train staff.
7. Continuously support operations by providing parts and service.