Helping a Manufacturer De-risk an Automation Rollout | Case Study
Helping a Manufacturer
October 6, 2025

About the Client

A mid-sized U.S. manufacturer was planning to implement automation and predictive-maintenance systems across multiple facilities. The company had positive pilot results from one plant but needed to confirm the viability of the project across all their locations. They had to be sure that the vendors’ claims were realistic, that their workforce was prepared for the change, and that they could achieve a good return on investment.

The Challenge

Unproven vendor claims

Sales presentations promised significant uptime gains, but the company wasn’t sure if these benefits would translate to their other plants.

Workforce concerns

Employees and union representatives were worried about training, technical support, and the overall impact on their jobs.

Limited benchmarking data

The client had little information to compare expected improvements in yield and long-term service costs.

Our Approach

We helped the company by providing targeted insights through a structured process: 

Expert Sourcing

We screened a group of experts, including plant maintenance managers, automation engineers, and union representatives. 

Tailored Interviews

We conducted in-depth interviews with each expert, focusing on their specific role and experience with similar projects. We also ran small panels with operators to understand their day-to-day concerns.

Vendor Reference Checks

For the company’s top three vendor options, we conducted targeted reference checks with previous customers to verify their claims and performance.

Actionable Synthesis

We summarized all the information into a concise report that provided a clear comparison of each vendor’s technical risk, service quality, and cost. This included a realistic ROI model and a checklist for their rollout. 

Results & Impact

Our work provided the client with valuable information that helped them make more informed decisions about their automation strategy. The insights helped them identify a preferred vendor and adjust their expectations for the project timeline. Ultimately, the company was able to reduce costs, accelerate its decision-making process, and develop a more effective plan for its rollout. 

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