Implementing a manufacturing automation system is a significant undertaking that transforms production capabilities. Understanding the complete journey from initial concept through production commissioning helps ensure successful outcomes. This guide covers each phase of the automation lifecycle.
Phase 1: Opportunity Identification
Automation projects begin with recognizing opportunities where automation adds value.
Signs Automation May Help
Common indicators include:
- Labor challenges - Difficulty hiring or retaining operators
- Quality issues - Inconsistent results despite process controls
- Capacity constraints - Unable to meet demand with current resources
- Safety concerns - Operations exposing workers to hazards
- Cost pressures - Need to reduce production costs
- Competitive requirements - Customers or markets demanding improved capabilities
Initial Assessment
Before investing in detailed analysis:
- Document current production processes
- Identify specific pain points
- Estimate potential benefits
- Consider organizational readiness
- Evaluate available resources
Building the Business Case
Develop preliminary justification including:
- Estimated investment range
- Expected benefits (labor, quality, capacity, safety)
- ROI projections
- Strategic value beyond financial returns
- Risk factors and mitigation approaches
Phase 2: Feasibility and Concept Development
With opportunity identified, detailed feasibility assessment begins.
Technical Feasibility
Evaluate whether automation can reliably perform the required operations:
- Process capability assessment
- Technology review for suitable approaches
- Testing with customer parts if needed
- Risk identification for technical challenges
Economic Feasibility
Refine the business case with detailed analysis:
- Accurate cost estimates for automation options
- Realistic benefit projections
- Total cost of ownership calculation
- Comparison of alternative approaches
Concept Development
Develop preliminary automation concepts:
- Process flow definition
- Equipment selection approach
- Layout concepts
- Control architecture outline
- Integration requirements
Vendor Selection
If using external integrators like AMD Automation:
- Request for proposal development
- Vendor evaluation criteria
- Proposal review and comparison
- Selection and contracting
Phase 3: Detailed Engineering Design
Approved concepts proceed to detailed design.
Mechanical Engineering
Create complete mechanical designs:
- 3D CAD models of all custom components
- Fixture and tooling design
- Frame and structure engineering
- Material handling systems
- Utility systems (pneumatic, hydraulic)
- Guarding and safety enclosures
Electrical Engineering
Develop complete electrical systems:
- Electrical schematics and wiring diagrams
- Panel layouts and component selection
- Power distribution design
- Sensor and actuator integration
- Network architecture
Controls Engineering
Design automation controls:
- PLC programming approach
- Robot program development
- Vision system configuration
- HMI screen design
- Safety system programming
- Communication protocols
Simulation and Virtual Commissioning
Modern projects leverage digital twin technology:
- Complete system simulation
- Cycle time validation
- Collision detection
- Program debugging before hardware
- Operator training preparation
Design Reviews
Formal reviews ensure quality:
- Internal design reviews
- Customer design reviews
- Safety reviews
- Compliance verification
Phase 4: Procurement and Fabrication
Physical realization of the design begins.
Component Procurement
Acquire all required materials:
- Long-lead-time items (robots, drives, PLCs)
- Commercial components (sensors, pneumatics)
- Custom fabricated parts
- Electrical components
- Software licenses
Mechanical Fabrication
Manufacture custom mechanical components:
- CNC machining of precision parts
- Welding and structural fabrication
- Sheet metal for enclosures
- Surface treatment and finishing
Panel Building
Construct electrical control panels:
- Component mounting
- Wiring per schematics
- Labeling and documentation
- Pre-installation testing
Assembly
Integrate mechanical systems:
- Machine base assembly
- Robot and equipment installation
- Fixture and tooling integration
- Utility installation
- Guarding assembly
Phase 5: System Integration
Mechanical and electrical systems come together.
Electrical Installation
Connect power and controls:
- Panel installation
- Field device wiring
- Robot cabling
- Network connections
- Safety circuit wiring
Controls Integration
Bring the system to life:
- PLC program download
- Drive configuration
- Robot programming and teaching
- Vision system setup
- HMI commissioning
System Debugging
Systematic issue resolution:
- Input/output verification
- Motion testing and tuning
- Sequence debugging
- Safety system validation
- Error handling verification
Process Development
Optimize for production parts:
- Process parameter development
- Cycle time optimization
- Quality verification
- Capability studies
Phase 6: Factory Acceptance Testing
Formal validation before shipment.
Test Plan Development
Define acceptance criteria:
- Functional requirements checklist
- Performance specifications
- Quality requirements
- Safety validations
- Documentation requirements
Test Execution
Demonstrate system capability:
- Complete functional testing
- Cycle time verification
- Quality sampling
- Safety function validation
- Endurance runs
Customer Witness
Customer representatives observe:
- Test execution observation
- Questions and clarification
- Issue identification
- Conditional acceptance if needed
Issue Resolution
Address any deficiencies:
- Punch list documentation
- Corrective actions
- Retest as required
- Final acceptance
Phase 7: Installation and Startup
The system moves to production.
Site Preparation
Customer prepares the facility:
- Floor preparation and anchoring provisions
- Utility connections (power, air, network)
- Environmental controls if required
- Material handling connections
- Operator areas
Rigging and Placement
Professional installation:
- Equipment transportation
- Precise positioning
- Leveling and anchoring
- Section connections for multi-piece systems
Utility Connection
Connect required services:
- Electrical power
- Compressed air
- Cooling if required
- Network connections
- Auxiliary systems
Field Startup
Reestablish operation:
- Post-transport verification
- Utility verification
- System power-up
- Functional checkout
- Safety verification
Phase 8: Production Commissioning
Transition to production operation.
Operator Training
Prepare production personnel:
- System operation procedures
- Manual mode operation
- Quality verification procedures
- Basic troubleshooting
- Safety awareness
Maintenance Training
Prepare maintenance staff:
- Preventive maintenance procedures
- Spare parts identification
- Common issue diagnosis
- Adjustment procedures
- Vendor contact information
Production Ramp-Up
Gradual transition to full production:
- Initial supervised operation
- Process optimization
- Production rate increase
- Shift-by-shift handover
- Full production release
Site Acceptance
Formal production validation:
- Performance verification in production
- Documentation completion
- Training confirmation
- Punch list resolution
- Warranty commencement
Phase 9: Ongoing Support and Optimization
The relationship continues after commissioning.
Warranty Support
Initial period support:
- Technical assistance
- Remote diagnostics
- Warranty repairs
- Software updates
- Performance optimization
Preventive Maintenance
Establish maintenance programs:
- Scheduled maintenance procedures
- Spare parts inventory
- Predictive maintenance monitoring
- Performance tracking
Continuous Improvement
Ongoing optimization:
- Production data analysis
- Cycle time improvements
- Quality enhancements
- Uptime improvements
- Capability expansion
Lifecycle Management
Long-term equipment health:
- Upgrades and retrofits as technology advances
- Capacity expansion as demand grows
- Product changes as offerings evolve
- End-of-life planning
Keys to Successful Implementation
Strong Project Management
Effective coordination throughout:
- Clear project plan with milestones
- Regular status communication
- Issue escalation processes
- Change management procedures
Customer Engagement
Active participation improves outcomes:
- Timely decision-making
- Resource availability for reviews and testing
- Accurate information sharing
- Commitment to schedule
Realistic Expectations
Understanding typical project dynamics:
- Engineering changes are normal
- Debugging takes time
- Production ramp-up is gradual
- Optimization is ongoing
Experienced Partners
Working with knowledgeable integrators:
- Domain expertise in your industry
- Technical depth across disciplines
- Proven project execution
- Long-term support capability
AMD Automation brings decades of experience implementing manufacturing automation systems across automotive, medical device, aerospace, electronics, consumer products, and food and beverage industries.
Ready to begin your automation journey? Contact us to discuss your project. We'll guide you from concept through production commissioning and beyond.