Implementation Toolkit by Business Type
Table of contents Show Hide
This toolkit is your working document for the five Rollout Packages. It covers what to capture before you start, how to set up GoSmarter for your business type, how to calculate the value you are getting, and how to know when you are done.
If you are an implementation partner, use this alongside the package guide at every customer project. If you are running the rollout yourself, work through each section in order.
Start here if you are a partner
Run the discovery checklist before your first configuration call. Completed answers let you set up GoSmarter in a single session rather than going back and forth for missing data.
1) Discovery checklist
Fill this in before any configuration work starts. The more complete your answers, the faster you will be live.
Your business objectives
- What is your commercial priority for the next 90 days — margin, throughput, compliance, or service level?
- What are your top three workflow bottlenecks, ranked by how much time they cost you per week?
- Who owns each of your current operational reports, and how often do they run?
Your current systems
- What is your main system right now — an Enterprise Resource Planning (ERP) system, a spreadsheet, or a mix?
- What file formats can your current system export (CSV, Excel, XML, direct API)?
- Where are the data quality risks — stock accuracy, order completeness, or certificate gaps?
Your operations
- What type of plant do you run and how many shifts per day?
- Which product families account for most of your volume — long products, flat, or mixed?
- Who needs to sign off any change to your live planning workflow before you can switch?
Your change readiness
- Who is your named implementation owner?
- Who will be the shop-floor champion on each shift?
- What training windows do you have in the next 30 days?
- Have you had a failed software rollout before? If yes, what went wrong?
2) Configuration guide by business type
Each business type uses the same five setup areas. The questions and defaults change depending on which package you are on.
| Area | What you decide | What gets produced |
|---|---|---|
| Data model | Material grades, stock dimensions, order structure | Agreed data mapping |
| Workflow rules | Planning constraints, backup rules, who to escalate to | Approved workflow matrix |
| User roles | Who plans, who supervises, who reads-only | Role and permission map |
| Reporting views | What you need to see daily and weekly | Your standard dashboard layout |
| Integrations | How data moves in and out and how often | Integration step-by-step guide |
Service Centre Epicor Sprint — configuration priorities
- Get order ingestion and replanning running first
- Turn on planner-facing variance alerts from day one so your team can see what changed and why
- Set up cycle-time and override-rate reporting before you go live so you have a baseline to beat
Fabricator Infor or Katana Fast-Track — configuration priorities
- Make the shift-level job queue the first thing your planners see when they log in
- Configure job-priority rules for your bottleneck machines before your pilot shift
- Set up a daily handoff report between your sales team and production team
Family-Owned Stockholder Excel Exit — configuration priorities
- Start with the minimum fields you need to replace your spreadsheet — add more after week two
- Add strict validation on imports so your old data does not pollute the new system
- Set up certificate retrieval as the first thing you demonstrate to your team
Rebar Optimiser Production Ramp — configuration priorities
- Add your scrap reason codes at setup, not after go-live — you will need them for reporting
- Configure your cut pattern constraints before your first trial shift
- Turn on daily optimisation acceptance tracking so you can coach your planners on what to override and why
Multi-Site Phased Rollout — configuration priorities
- Agree the group-level common fields before you configure any individual site
- Allow each site to have optional local fields, but keep them in a separate layer
- Standardise your weekly cross-site report before you add site-specific variations
3) ROI calculator
Use this to calculate the value GoSmarter delivers — and to show it to your finance team or board.
The four levers
- Labour time savings — hours saved per week, multiplied by blended hourly cost
- Scrap cost reduction — baseline scrap percentage minus current scrap percentage, multiplied by monthly material spend
- Error and rework reduction — baseline rework incidents minus current incidents, multiplied by average rework cost
- Audit and compliance time savings — baseline certificate retrieval time minus current time, multiplied by request volume
What you need to fill it in
Gather these before your day-zero review:
- Last 8–12 weeks of planning cycle times
- Last 8–12 weeks of scrap rates by product family
- Hours per week your team spends on stock, order, and certificate handling
- Cost assumptions reviewed and agreed with your finance or operations lead
When to review
| Review point | What to produce |
|---|---|
| Day 0 | Baseline pack with assumptions signed off by your operations lead |
| Day 30 | Early value report — is the trend moving in the right direction? |
| Day 60 | Confirmed actual savings and any blockers to address |
| Day 90 | Full value report and your recommendation for the next phase |
4) Weekly review checklist
Use this at every Monday checkpoint:
- Each milestone is marked green, amber, or red, with one named owner per risk
- Data quality issues are logged with a fix date and an owner
- Adoption is measured by real workflow usage, not just login counts
- Key Performance Indicator (KPI) movement is tracked against your package targets
- Next-week actions are written down and owned before the meeting ends
5) How you know you are done
Your implementation is complete when these five conditions are met:
- Your primary workflow runs in GoSmarter as the operational default — not alongside a spreadsheet
- Your agreed 30-day KPI targets are met, or you have a documented recovery plan with a named owner
- Your shop-floor champion can run the core workflow without any help from your implementation team or from GoSmarter
- Your Return on Investment (ROI) tracker has a signed baseline, your day-30 actuals, and a forward forecast
- You know which package comes next
Need support?
If you are stuck at any point, reach out to us at talktous@gosmarter.ai. We have worked through all five packages with real businesses and can usually unblock a rollout in one call.