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Sunday, July 7, 2024

Orchestrating Digital Solutions With Multiple Perspectives

Contemplating the complexities of a manufacturing system has long been an area that I find deeply interesting. I find that its processes, equipment and technology relies on the contributions of diverse stakeholders, each with their own expertise. They work in concert with diverse technologies, physical and digital, to ensure smooth efficient operation that is continuously improving and adapting to changing business needs.

In the pre-digital world, manufacturing system design often operated in silos, as if orchestrating each instrument to play its part in isolation. The design process of monolithic solutions needed this approach. Engineers, the conductors of this orchestra, had to meticulously plan the production flow one instrument at a time in order to manage the complexity. The watchful eye of the project manager controlling scope, prioritizes and cost optimization meant allocation for different musical sections. Then when putting it all together the silos became painfully evident thus leaving it to the frontline operators, the tireless instrumentalists, to make it all work together and bring the production plan to life.

In the digital paradigm the complexity of a manufacturing system has to be understood using a multi-perspective design approach that dismantles these isolated sections and creates an orchestra where all instruments collaborate. Engineers contribute their technical knowledge, similar to the composer's understanding of musicality and frontline operators, with their firsthand experience, identify potential shortcomings and suggest improvements in workflow and ergonomics, akin to the instrumentalists providing feedback on the score's playability.

This collaborative approach fosters a holistic understanding of the system. It ensures that the designed solution translates seamlessly into the realities of the production floor.  Furthermore, the involvement of frontline operators, like the instrumentalists practicing together, fosters a sense of ownership, crucial for system adoption and success.

Agile iteration is the secret weapon that allows for continuous refinement throughout the building process. Just as an orchestra rehearses a piece, prototypes are built, tested on the shop floor, and feedback is rapidly incorporated. This ensures the design remains adaptable to unforeseen challenges and user needs. An agile approach allows for quick prototyping of the layout, followed by simulations and feedback from operators on ergonomics and workflow. This continuous loop of design, test, and refine leads to a more robust and user-friendly system. Therefore digital technology needs to support an iterative bottom-up adoption (design, deployment, implementation, integration, etc). In a way its the merging of Agile, from the software domain, and Continuous Improvement which are arguably the same fundamental concept. Both are "bottom up" methods to manage an ever changing environment, designing one step at a time, solving one problem at a time. 

Most pre-digital technology solutions used a top-down (waterfall) design everything first - then implement approach. This does not work in the digital paradigm and therefore digital technology has to not only allow but be a catalyst to these cycle of improvement and change. The magic ingredient here is the no-code frontline operations platform. These platforms empower non-technical personnel, like the frontline operators, to participate actively in the design process. Just as an easy-to-read score allows each musician to contribute their expertise, the platform allows operators to input data, propose changes to workflows, and visualize the impact of those changes. This democratizes the design process, ensuring valuable frontline insights are readily captured and integrated.

To support the bottom up approach - one that takes a problem by problem step wise path to building shop floor solution its important to have a consistent and repeatable design process. The core of the design should have set of  perspectives that effectively support the iterative process and allow for a holistic design. This is not as easy as you may think and needs a methodical study of design principles. This is another interest area of mine and I wanted to share some background before we come to the method that I find most effective. 

Let's start with a holistic design method such as the CATWOE framework that lays the foundation for a collaborative approach. Stemming from the Soft Systems Methodology (SSM), CATWOE stands for Customers, Actors, Transformation, Worldview, Owner, and Environment. By examining the system through these six lenses, we ensure all stakeholders are considered and their perspectives are integrated into the design process. This fosters a sense of shared ownership and leads to solutions that are not only technically sound but also operationally feasible and user-friendly. 

The CATWOE Framework

Another multi-perspective design approach that is interesting in this context is TOGAF (The Open Group Architecture Framework) standard. TOGAF promotes an enterprise architecture framework that considers the needs of various stakeholders across the organization.  Similar to the CATWOE framework, TOGAF emphasizes understanding the Business Architecture (customer needs, business goals), the Information Architecture (data flows), and the Technology Architecture (systems and infrastructure). By incorporating these diverse perspectives, TOGAF ensures a holistic view of the entire enterprise, just as the multi-perspective design approach ensures a holistic view of the manufacturing system. 


The TOGAF Standard

This synergy between the two approaches creates a robust foundation for designing efficient, adaptable, and user-centric manufacturing systems. SSM and CATWOE were the basis of methods I devised during my research in Holonic Manufacturing Systems, the archetype of modern IIoT solutions. The design approach I am defining here is inspired through CATWOE and a multi-perspective method that was developed by some of my mentors (Jens Bruun and Lief Poulsen) and based on TOGAF. Its a simple holistic design approach that allows a very effective way to move forward with the dynamic duo of agile iteration and no-code platforms.

The process has three sequential steps, each taking a unique perspective of the overall operations and that build on each other. Iterating through this sequence for each solution gradually uncovers the holistic design of the digital system. 

The three perspective for digital solution design:

  1. Identify and clarify Business Objectives to find and prioritize the use cases in scope. Solutions should be designed to support frontline activities and business processes that a company has put in place in order to accomplish some specific strategic goals, i.e. the Business Objectives.
  2. Define and understand the Physical Operations where the use cases of the digital solution will be implemented. Understand how the physical space, processes and value stream are laid out to meet the defined objectives. What is the physical flow of materials and operators, where are operators performing activities, what equipment is being used, and how the overall process integrates, material flow, equipment sharing, and frontline operators.
  3. Understand the Activities and Business Processes that have been implemented to drive the operational value stream in the physical operations space. What activities do the operators perform in order to execute the manufacturing process, what systems and data are used and needed, where does an operation start and end, how is material moved and what are the production control mechanisms, what are the logistics of the operations and how do frontline operators interact with materials and equipment.  

The synergy between these three elements creates a dynamic and responsive design process. The multi-perspective approach fosters inclusivity, agile iteration ensures continuous improvement, and the no-code platform empowers frontline participation. This collaborative environment leads to the creation of digital solutions that are not just efficient but also user-friendly, sustainable, and adaptable to future challenges.

In conclusion, a successful manufacturing system requires a conductor – a multi-perspective design approach with agile iteration and a no-code frontline operations platform. This approach fosters a collaborative environment where diverse voices are heard, leading to a more robust, efficient, and user-centric manufacturing system. As manufacturing landscapes continue to evolve, this dynamic and responsive approach will be instrumental in ensuring long-term success, just as a well-rehearsed orchestra delivers a powerful and moving performance.

Monday, June 3, 2024

Where Did the Turnkey Solution Go?

I find that many times when discussing digital solutions companies will naturally fall back on the traditional thinking that a technology solution requires a third party integrator or even the technology supplier to provide a "Turnkey" solution. This happens even when there is some level of understanding of the pillars of digital technology. The question is then, where does "turnkey" fit in a paradigm that builds on democratization and bottom up, and a shift towards a more inclusive and user-centric approach? 

Turnkey: A one-size-fits-all approach that stifles innovation

Turnkey systems and automation solution in manufacturing were once the cornerstone of streamlined manufacturing, offering a regimented approach that ensured consistency. This consistency often came at the expense of flexibility.  Imagine a walled garden, where a single vendor controlled every aspect of the manufacturing process, from design specifications to production parameters. While this offered a sense of control, it also created limitations. Customization was restricted to the vendor's offerings, and any deviation from the standard process required significant investment in time and resources. Rapid iteration, a hallmark of modern manufacturing, became a slow and cumbersome process due to the reliance on specialists to make even minor adjustments. Additionally, turnkey solutions can create a knowledge gap between frontline operations and the specialists who manage the system. This can lead to slow response times to production issues and missed opportunities for improvement.

Democratization: Supercharging the workforce 

By democratizing access to powerful tools and advanced technology, manufacturers can unleash a wave of innovation and agility, driven by the collective knowledge and expertise of their entire workforce. One of the key enablers of democratization is no-code and specifically for manufacturing operations these are no-code frontline operations platforms. The beauty of no-code lies in its accessibility allowing  anyone with a basic understanding of the manufacturing process can leverage these tools. This translates to:

  • Faster Innovation: Empower frontline personnel to experiment and improve processes without relying on IT specialists.
  • Enhanced Agility: Rapidly adapt to changing market demands with on-the-go adjustments to production parameters.
  • Improved Efficiency: Reduce bottlenecks and streamline workflows by enabling frontline problem-solving.
  • Boosted Morale: Empower employees by giving them ownership and control over their work environment.

This all means that you can't outsource a digital solution, in the same way that you can't outsource process improvement, NPIs, or continuous improvement. Democratization is a key tenet that ensures powerful tools are accessible to a wider range of users, not just specialists. This empowers those on the front lines, like engineers, to leverage no-code platforms and contribute directly to process improvement. The bottom-up approach values the collective knowledge of the workforce, fostering innovation and agility that traditional, top-down methodologies might miss. Collaborative environments, fueled by democratization and bottom-up thinking, are the foundation for a future where digital technology empowers everyone to contribute. Yet even with this understanding companies are saying; "I want these benefits but can I get it provided "turnkey", I want to pay somebody to do it!"

The Transformation: From turnkey to tailored with an augmented workforce

The typical push back I then hear is that "we don't have capacity", "everybody is busy with other projects", "we only have 2 process engineers and they have their hands full". Yet what do these people do? They typically spend their days buried in spreadsheets, sifting through data, fighting fires because of lack of visibility, or even worse running around the operations collecting data. What democratization offers to them are tools that can help them use this time to create valuable tools to help solve the problems they are already trying to solve. It is not an additional effort, it is a transformational effort and also at the core of Augment Lean.

Transitioning from turnkey to a future that solution are built by process experts using collaborative no-code platform is the key to unlocking the full potential of the digital paradigm. I have mentioned this before; transformation is a journey and the transition away from turnkey is a continuum. Although it is possible to start by outsourcing some of the solution building, remember that at the end of the day no-code platforms empower those directly involved in production to take ownership. Your end goal should be a solution where:

  • Process experts and even operators can adjust parameters on the fly: No need for lengthy coding cycles – a user-friendly interface allows for tweaks and adjustments to optimize production based on real-time data.
  • Quality engineers and supervisors can build custom checks: With drag-and-drop functionality, inspectors can design automated checks specific to each product, ensuring consistent quality.
  • Production managers can tailor their operational systems: No-code tools allow for building automated workflows for material management based on real-time inventory levels and production schedules.

Democratization and no-code technology isn't about replacing specialists; it's about augmenting their expertise. With a no-code platform, engineers can focus on complex system design while operators handle day-to-day optimizations. This collaborative approach fosters a more dynamic and efficient manufacturing ecosystem. This is the premise of digital transformation and why it offers order of magnitude productivity increase. Its not something that can be outsourced, nor can you buy it "turnkey".

Thursday, May 23, 2024

Taming the Lone Wolf: How to Avoid a Custom Monolith

The Perils of the Custom Monolith

Imagine a tightly packed toolbox – everything you need, but jammed together. Changes become risky domino effects. Deployments are slow and cumbersome. Scaling? Forget about it. Combine this with a single person heroically building a massive, all-encompassing solution or application that the operations is critically dependent on - we have all experienced it. This is called a "custom monolith".

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While the effort and dedication of the lone wolf is admirable and commendable, this "custom monolith" approach usually ends up being expensive and risky to unravel. The custom monolith situation is typically more likely to happen with tools and platforms that offer a democratized approach. Its not only modern platforms that this pertains to, I have seen this phenomena with SCADA/HMIs, Access, MatLab, Quickbase, Retool, Tulip, etc., and of course the beloved Excel (or any spreadsheet).  

With the advent of no-code/low-code platforms that are fast becoming the norm in digital transformation the custom monolith phenomena is happening more often and faster. After all that is one of the characteristics of digital technology - order of magnitude faster. Its both a blessing and a curse, we all love the early adopter - the person who embraces the technology and creates the initial value for all. But then that initial solution grows and becomes an unwieldy custom monolith that only that person knows how to tame. Even more problematic is that the aura of the custom solution is that its complex and has a narrow scope. It can critically stall your digital transformation by alienating the platform, where people are fearful that they can't master the technology and dismissive of its relevancy to their other use cases. 

I have experienced countless times where customers bring in other technologies to solve a problem that their existing no-code platform excels in because it was used for one specific use case solved by a custom monolith. In one example a solution was built for inventory replenishment of manual assembly lines that became a big money saver for the company. The solution was built on a no-code platform and grew in scope to cover more and more lines such that it was intricate and complex - of course by one person. This was touted as a great success story in the companies digitalization journey but on the flip side shoehorned the digital platform to be an "inventory replenishment" system. When I visited the facility I noticed another technology being used for digital work instruction, which was a core capability of the digital platform. When I inquired about their choice of technologies the process engineers said; "well the platform is an inventory solution and we needed work instructions". They then added; "the technology we choose did not require the lone-wolf's [reference to the person who built the inventory solution] level of expertise". This was a clear case of a complete stall in technology adoption because of the "custom monolith" phenomena.

Breaking Free: Fostering Collaboration and Adoption

So how do we avoid these situations, and more importantly how do we setup of successful adoption of democratized digital technologies? The key is to divert the early adoption motion into a sustainable broad citizen development motion and thus prevent a lone wolf situation. Here are a few things to consider:
  • Teamwork Makes the Dream Work
    Don't let one person become an island. Start building a community of citizen developers with a diverse backgrounds from all over the company. A culture of collaboration fosters peer reviews, knowledge sharing, and a sense of shared ownership. This is kind of obvious but sometimes hard to realize. 

  • Embrace Shared Content
    The community should have a common collaboration hub, a center of excellence that they can use to network and share content. Establish clear guidelines for how to use the digital platform including selected use cases, content development practices, template, data structures, and integrations. This creates a foundation for future content developers to build upon, preventing them from becoming an unmaintainable labyrinth.

  • Communication is Key
    Regular discussions about content goals, relevant use cases, technical roadblocks, and future features are crucial. This keeps everyone on the same page and helps identify opportunities to break down the monolith into smaller, more manageable pieces. It is also critical to establish a set of rules about what makes for good vs bad content - specifically around monolithic vs composable solution. These rules should be made part of the culture so that people regularly discuss content based on them.

  • Governance
    Regular evaluation and discussions about goals, content effectiveness, solution value, technical roadblocks, and future features are crucial. Create an internal a process where content can be vetted and then shared for reuse across the company. Establish simple rules about how to create libraries of content, how to manage this content and how to disseminate it. Establish a simple but effective set of principles that define teamwork, use and development of shared content and communication, ie the combination of the key points listed above. 

Accelerated Digital Transformation

It sometimes goes unnoticed - by spreading the effort of building digital content broadly in an organization you essentially crowdsource your digital transformation. Done right this is an immense force that can accelerate your digital transformation beyond anything that you may have imagined. Of course managing and guiding this force is not trivial and requires strong leadership, effective governance and clear strategic objectives.