Initial Consultation & Needs Assessment: The process starts with evaluating the production environment, identifying data sources, and defining operational and business priorities. This ensures the system is tailored to the specific needs of the plant or enterprise.
System Design & Roadmap Planning: A project roadmap is developed, prioritizing which features and modules to enable first, and which to phase in later. This step aligns the implementation with organizational goals and available resources.
Infrastructure Setup & Data Connection: PerformOEE is connected to equipment controllers and relevant data sources, often using OPC or MQTT for seamless, real-time data collection. Even legacy machines can be integrated using the provided connectivity solutions.
Software Installation & Configuration: The software is installed and configured across the required sites, lines, or machines. Custom dashboards, reports, and user access levels are set up to match operational workflows and team structures.
Pilot Deployment & Validation: A pilot or initial deployment is conducted on a selected line or area to validate data collection, system performance, and reporting accuracy. Adjustments are made as needed before full-scale rollout.
User Training & Onboarding: Operators, managers, and support teams are trained on using the system, including the operator interface, dashboards, and alert/notification features. This step ensures strong buy-in and effective adoption.
Go-Live & Real-Time Monitoring: The system goes live across the intended scope, enabling real-time performance monitoring, loss tracking, and automated reporting. Teams begin using the system for shift handovers, daily meetings, and continuous improvement initiatives.
PerformOEE is designed with a high degree of configurability and modularity, enabling manufacturers to tailor the platform to their specific operational, reporting, and continuous improvement needs. Below are the main data points demonstrating how PerformOEE can be customized to fit diverse business requirements:
Functionality Selection: PerformOEE is a modular system, allowing businesses to select and build only the functionality they need. This ensures that organizations pay only for relevant features and can scale the solution as their requirements evolve, from starter systems to advanced, enterprise-wide deployments.
Deployment Options: The software supports deployment at a single plant or across multiple sites, geographies, and time zones, with centralized reporting and multilingual support for global teams.
Custom Dashboards: Users can create unlimited, customized dashboards tailored for specific departments, meetings, or business functions (e.g., production, maintenance, quality, finance). These dashboards can be configured to display the most relevant KPIs, trends, and alerts for each role or purpose.
Report Customization: PerformOEE enables the creation of custom reports, including trending, benchmarking, Pareto analysis, and financial impact reports. Reports can be scheduled for automated distribution to defined recipient lists, supporting regular management reviews and continuous improvement meetings.
Flexible Data Capture: The system can automatically collect data from a wide range of equipment controllers, including legacy machines, using standard protocols like OPC and MQTT. This flexibility ensures that data collection can be configured to match the specific equipment and process landscape of each plant.
Third-Party Integrations: PerformOEE integrates with major ERP, CMMS, APS, MES, and metrology systems, allowing businesses to unify shop floor data, automate workflows, and extend analytics across their digital ecosystem.
RootMap™ Intelligent Mapping: The RootMap feature allows technical alarms and fault codes to be translated into clear, actionable language for operators. Scenario mapping enables multiple alarms to be grouped under a single scenario, streamlining troubleshooting and response.
Custom Checklists and Actions: Operators can use customizable checklists for online quality and routine checking, assign and track actions, and upload standardized instructions or troubleshooting guides to support real-time interventions.
User Roles and Permissions: Access to features, data, and dashboards can be tailored by user, department, or site, ensuring secure and relevant access for all stakeholders.
Configurable Analytics: PerformOEE provides customizable analytics modules, including real-time SPC, condition-based monitoring, predictive alerts, and root cause analysis. These tools can be tailored to focus on the most impactful metrics and improvement opportunities for each organization.
Six Sigma DMAIC Module: The optional Accelerate module supports continuous improvement projects using the DMAIC methodology, directly linked to performance benchmarks and historical data.
Regulatory Compliance: For highly regulated industries, PerformOEE can be configured for compliance with standards such as 21 CFR Part 11, including electronic signatures and system monitoring.
PerformOEE provides a structured, comprehensive approach to training and supporting new users, ensuring rapid adoption and effective use of the platform across all levels of manufacturing operations.
Introductory Onsite Training: New users receive onsite training delivered by OEEsystems International Consultants. This training is tailored for all user levels, including operators, supervisors, and super users, ensuring that each team member understands how to interact with the system and leverage its features for their specific roles.
Basic User Course: A standard basic user course for PerformOEE can be completed in less than one day, with the data-entry module typically covered in just a few hours. This efficient training model accelerates the learning curve and enables users to become productive quickly.
Super User and Technical Training: Advanced training is provided for super users, focusing on additional reporting capabilities and system configuration. Technical training is also available for IT and automation engineering teams, covering database support, OPC support, and other integration topics as needed.
Comprehensive User Manual: PerformOEE includes a detailed user manual with step-by-step instructions, screen shots, and search functionality. This resource supports ongoing learning and maximizes the effectiveness of initial training.
Continuous Consultant Oversight: During the implementation phase, an OEEsystems International Consultant maintains a watching brief on the data and user engagement, providing guidance and support to ensure smooth adoption and optimal use of the software.
Executive Review Post-Implementation: After the initial rollout, OEEsystems International conducts an executive review to further enhance the effectiveness of the system and address any emerging needs or questions from users.
Multichannel Customer Support: PerformOEE offers robust customer support, including email/help desk, phone support, live chat, and a comprehensive knowledge base and FAQ/forum. This ensures users can access assistance promptly and through their preferred channels.
PerformOEE is designed with a multi-layered approach to data security, ensuring that sensitive production and operational information remains protected throughout its lifecycle. The platform incorporates a blend of technical, organizational, and process-driven safeguards to address the needs of modern manufacturing environments.
Granular Permissions: Administrators can assign specific access rights to users and groups, ensuring that only authorized personnel can view, modify, or analyze critical production data. This minimizes the risk of unauthorized access and supports compliance with internal policies and industry standards.
Operator Authentication: Access to operator interfaces and dashboards is controlled, restricting sensitive actions to approved users.
Automated Data Capture: PerformOEE automatically collects data from equipment controllers using secure protocols such as OPC and MQTT, reducing manual intervention and the risk of human error or data tampering.
Real-Time Monitoring: The platform continuously monitors data flows, alerting users to anomalies or potential security breaches in real time.
Server Deployment Options: PerformOEE can be deployed on-premises, at the edge, or in the cloud, allowing organizations to select the most appropriate environment for their security and regulatory needs.
Centralized Oversight: All production and operational data are managed in a centralized environment, supporting traceability, audit readiness, and simplified security management.
Automated Logging: Every data entry, change, and user action is logged, providing a detailed audit trail for traceability and compliance audits.
Loss Prediction and Prevention: Access to process and equipment parameters enables the prediction and prevention of potential OEE losses, reducing the likelihood of data loss due to unplanned outages or system failures.
ActNow™ and MyAlert™: These modules provide real-time performance alerts and configurable notifications (via on-screen, SMS, or email), ensuring that the right personnel are informed immediately of any deviations or potential security incidents.
Escalation Protocols: Condition-Based Monitoring automatically escalates issues when performance deviates from acceptable limits, supporting rapid incident response and resolution.
Quality and Regulatory Compliance: PerformOEE supports routine quality checks, compliance with industry standards, and regulatory requirements such as 21 CFR Part 11 for electronic signatures and system monitoring in regulated environments.
Data Ownership and Portability: Customers retain full ownership of their data, with clear options for secure export or deletion upon request or contract termination, supporting data protection regulations and business continuity.
Continuous Improvement: The platform receives regular updates to address emerging security threats, enhance features, and maintain alignment with evolving industry best practices.
PerformOEE follows a model of continuous development and enhancement, similar to other leading smart factory and OEE software platforms. While there is no publicly stated fixed schedule (such as monthly or quarterly releases), the platform delivers updates on an ongoing basis. These updates typically include new features, performance improvements, bug fixes, and enhancements driven by customer feedback and evolving industry requirements. The frequency and scope of updates are designed to ensure the platform remains current with technological advancements and manufacturing best practices.
Release Notifications and Access: Customers are informed of new updates and features through official communication channels, which may include email notifications, release notes, or announcements within the PerformOEE platform. Updates are included as part of the ongoing service agreement, ensuring that all users with active licenses have access to the latest enhancements.
Deployment Approach:
Cloud-Based and On-Premises Systems: Updates are managed centrally by the PerformOEE provider. For most users, updates and new features are deployed automatically in the cloud, minimizing disruption and ensuring that all users benefit from the latest version without manual intervention.
Local or Hybrid Installations: For organizations using on-premises or hybrid deployments, some update steps or configuration checks may be required, often coordinated with the PerformOEE support team to ensure compatibility and smooth operation.
Support and Guidance: The PerformOEE support team provides technical assistance and guidance during the update process. Users have access to documentation, release notes, and direct support to help them understand new features, prepare for changes, and address any compatibility considerations.
Change Management: Each update is accompanied by detailed release notes outlining new features, improvements, and any required user actions. This documentation helps organizations prepare for changes, leverage new capabilities, and maintain system stability
PerformOEE is designed with flexibility and scalability at its core, allowing organizations to easily adjust their deployment as operational needs evolve—whether expanding to new sites or streamlining usage during periods of contraction.
Modular System: PerformOEE is built as a modular platform, enabling businesses to select and activate only the features and modules required for their current operations. As needs grow, additional functionalities can be added without disrupting existing workflows.
Subscription-Based Licensing: The software uses a subscription licensing model, so organizations only pay for the modules and capacity they need at any given time. This model supports both incremental scaling and reduction of resources as production demands change.
Start Small, Expand Seamlessly: Organizations can begin by monitoring a single line, machine, or plant and then scale up to enterprise-wide deployments across multiple sites, geographies, and time zones. Expansion is straightforward—new equipment or locations can be added at a pace that matches business growth.
Cloud and On-Premises Options: PerformOEE supports both cloud-based and on-premises deployments, giving organizations the flexibility to scale infrastructure in line with IT strategy and security requirements.
Enterprise-Wide Scalability: Optional enterprise-wide scalability enables centralized management and reporting, supporting multi-site operations and global rollouts without the need for multiple disparate systems.
On-Demand Feature Activation: As operational requirements change, organizations can activate or deactivate features and modules, ensuring cost efficiency and alignment with current business priorities.
No Vendor Lock-In: The modular, subscription-based approach ensures there is no long-term lock-in to a fixed system size or feature set. Businesses can scale down by reducing the number of monitored assets, users, or modules, and scale up by adding new ones as needed.
Initial Term and Renewal Structure: PerformOEE contracts are typically structured with a fixed initial term (often annual or multi-year). At the end of the initial term, the contract may automatically renew for additional periods—commonly one year—unless either party provides written notice of non-renewal within a designated notice period.
Notification Period: The agreement usually specifies a required notice period for non-renewal, which is often 30 to 90 days before the end of the current term. If neither party gives notice, the contract auto-renews under the same or updated terms and conditions.
Renegotiation Window: Prior to renewal, both parties generally have the opportunity to renegotiate terms, including pricing, features, user licenses, and service levels. This ensures the contract reflects any changes in business needs or operational requirements.
Fee Adjustments: Renewal fees may be subject to adjustment, with any changes communicated in advance. Updated terms and conditions may also be introduced, requiring acceptance to continue service. Some agreements specify that price increases for renewal terms will not exceed a set percentage (e.g., 5%) over the previous term.
Termination for Convenience: Either party may terminate the contract for convenience by providing written notice within the period specified in the agreement (commonly 30–90 days before the end of the current term). Fees for services rendered up to the date of termination remain payable.
Termination for Cause: The contract may be terminated by either party in the event of a material breach, such as non-payment or failure to perform contractual obligations. The breaching party is usually given a cure period (often 10–30 days) to remedy the issue before termination becomes effective.
Refunds and Early Termination Charges: If termination occurs due to PerformOEE’s uncured material breach, the customer may be eligible for a pro-rata refund of prepaid fees for the unused portion of the subscription. If the customer terminates for their own breach, unpaid fees for the remainder of the term may still be due. Early termination fees may apply if a contract is ended outside of allowed windows or without cause, typically covering reasonable, direct costs incurred as a result of early termination.
PerformOEE is a smart factory and OEE (Overall Equipment Effectiveness) software platform designed for real-time operational performance management in manufacturing. While not marketed as a dedicated compliance management solution, PerformOEE’s architecture and features are built to help organizations align with key industry standards and regulatory requirements.
21 CFR Part 11 (Electronic Records & Signatures): PerformOEE includes functionality specifically designed for regulated industries such as pharmaceuticals and medical devices. It supports compliance with 21 CFR Part 11, enabling electronic signatures, system monitoring, and full validation capabilities. This is essential for manufacturers who must ensure the integrity, security, and traceability of electronic records and signatures.
ISO 9001:2015 (Quality Management Systems): The platform’s automated data collection, traceability, and audit-ready reporting support compliance with ISO 9001. By centralizing production and quality data, PerformOEE helps organizations maintain documented processes, continuous improvement, and quality assurance.
Role-Based Access Control: PerformOEE allows administrators to assign granular user permissions, ensuring only authorized personnel can access or modify sensitive data. This supports compliance with internal controls and industry standards for data security and integrity.
