Lean Fundamentals
Automation and Control
Operations and Management
Misc Basics
Must Haves
100

This method visualizes and analyzes the flow of materials and information.

Answer: What is Value Stream Mapping? Example: Use a Value Stream Map to identify waste and opportunities for improvement.

100

This hierarchical structure consists of multiple levels of automation.

Answer: What is Automation Pyramid? Example: Use the Automation Pyramid to understand the different levels of automation and their relationships.

100

This management oversees the flow of goods, services, and information from raw materials to end customers.

Answer: What is Supply Chain Management? Example: Use a Supply Chain Map to visualize and analyze the supply chain.

100

This is a methodology for organizing and standardizing roles and responsibilities.

What is 5S for Organization? Example: Use 5S for Organization to create a standardized and efficient organizational structure.

100

This is a critical component of a successful automation project.

Answer: What is a Clear Business Case? Example: Use a Business Case Template to develop a clear business case for automation.

200

This analysis identifies the underlying cause of a problem.

Answer: What is Root Cause Analysis? Example: Use a Fishbone Diagram to identify the root cause of a problem.

200

This integration enables automation by combining IT and OT systems.

Answer: What is IT/OT Convergence? Example: Use an IT/OT Convergence Plan to define the integration of IT and OT systems.

200

This management controls inventory levels and movement.

Answer: What is Inventory Management? Example: Use an Inventory Management System to manage inventory levels and movement. Also accept Warehouse Management System

200

This is a centralized repository for storing and managing data.

What is data lake? Example: Use a Data Lake to store and manage data from automated systems.

200

This is a key factor in ensuring the reliability and maintainability of automated systems.

Answer: What is a Well-Defined Project Scope? Example: Use a Project Scope Statement to define the project scope. Will also accept Project Charter. 

300

This philosophy continually improves processes and systems.

Answer: What is Continuous Improvement? Example: Use a PDCA Cycle to implement continuous improvement. Will also accept Lean.

300

This protection defends automated systems from cyber threats.

Answer: What is Cybersecurity? Example: Use a Cybersecurity Plan to define security protocols and procedures for automated systems.

300

This management ensures quality in processes and systems.

Answer: What is Quality Management? Example: Use a Quality Management System to manage quality in processes and systems.

300

This is a system for managing and improving daily operations.

What is Daily Management. Example: Use a Daily Management System to manage and improve daily operations.

300

This is a essential element in the design and implementation of automated systems.

Answer: What is a Robust System Design? Example: Use a System Design Document to design a robust automated system. Will also accept manufacturing specifications, technical specifications, or build requirement specifications.

400

This methodology maintains equipment and reduces downtime.

Answer: What is Total Productive Maintenance? Example: Use a TPM Plan to implement total productive maintenance.

400

This process analyzes data to gain insights and make decisions.

Answer: What is Data Analytics? Example: Use Data Analytics Tools to analyze data and gain insights.

400

This management identifies, assesses, and mitigates risks.

Answer: What is Risk Management? Example: Use a Risk Management Plan to identify, assess, and mitigate risks.

400

This is a map of the desired future state of a process or system.

What is Future State Value Stream Map? Example: Use a Future State Map to visualize the desired future state of a process or system.

400

This is a crucial aspect of automated system integration.

Answer: What is Effective System Integration? Example: Use a System Integration Plan to integrate automated systems. Ecosystem gap assessments matter and are the difference between purpose built and scalable solutions.

500

This event implements continuous improvement.

Answer: What is Kaizen? Example: Use a Kaizen Event to implement kaizen.

500

This standard ensures the interoperability of automation systems.

Answer: What is ISA-95? Example: Use ISA-95 to ensure the interoperability of automation systems.

500

This management implements changes to processes and systems.

Answer: What is Change Management? Example: Use a Change Management Plan to manage changes to processes and systems. Will also accept Management of Change process. 

500

This is a preliminary version of a product or system used to test and refine the design.

What is Prototype? Example: Use a Prototype to test and refine the design of a product or system.

500

This is a dashboard used to track and analyze performance metrics and data.

What is a Performance Metrics Dashboard? Example: Use a Performance Metrics Dashboard to track and analyze performance metrics and data.

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