Mechatronics Toolkit

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More Uses of the Mechatronics Toolkit:

  • Start Up gives you the chance for Personal Development and building up expertise in your field, while providing opportunities for cross functional growth.

  • Be certain that your organization verifies all file transfers for organization Information Systems and third party Information Management systems.

  • Support existing automated equipment solutions deployed throughout Operations by providing software and hardware troubleshooting.

  • Perform all functions in full compliance with corporate Policies and Procedures and all other applicable environmental, health, safety and GMP (Good Manufacturing Practices) requirements.

  • Initiate: conduct physical demands analysis, ergonomic Risk Analyses on production lines and the entire production facility.

  • Ensure that design choices are in line with the top level needs with ample consideration of future developments.

  • Create instruction and documentation for the use and maintenance of mechanical/robotics/automation solutions.

  • Secure that your operation interacts with other Team Members toward the solution of problems and the fulfillment of manufacturing objectives and lead natural work group teams for Continuous Improvement.

  • Create Test Plans, recommend resources of equipment necessary to accomplish the test, and formulate test project estimates.

  • Be accountable for developing new technologies, and Continuous Improvement of existing technology to improve efficiency and reliability of Manufacturing Processes.

  • Manage work with integrators, suppliers, Contract Manufacturers, and internal partners to develop advanced Automation Capabilities and implement them in the Supply Chain to exacting standards on aggressive Project Timelines.

  • Facilitate Failure Analysis and incident review processes and implement Process Improvements or retraining to avoid future incidents.

  • Confirm your design maintains inventory controls through efficient and effective processing of warehouse paperwork to ensure the integrity of the automated inventory Control System.

  • Ensure you delegate; generated testing reports through evaluation and validation of programs/systems and specifications for new and existing products, ensuring adherence to applicable industry and business standards.

  • Ensure your organization consists of process and equipment engineers, which support operations and drive Improvement Projects.

  • Ensure you introduce; speed, precision, flexibility, adaptivity, and tenacity are traits that your people share with the robotic systems you create.

  • Apply structured Problem Solving analysis techniques utilizing engineering principles and practices to provide solutions to Manufacturing Processes, controls, facilities, and equipment issues.

  • Create sub module level test protocol docs and subsequent test result analysis to prove sub module and sub system Level Performance specs are met.

  • Communicate with manufacturing to ensure successful Transfer Of Information and efficient processes are understood and documented.

  • Manage work with designers from supporting engineering disciplines in order to converge on an overall design solution.

  • Drive: electro mechanical design, development and documentation for systems of varied complexity from concept through production.

  • Execute test, design, analysis, or evaluation of assigned projects using sound engineering principles and adhering to business standards, practices, procedures, and program requirements.

  • Interact with vendors and contractors and provide engineering expertise during equipment installs and upgrades, support installation, qualification, and validation activities.

  • Identify system level issues, spanning software, electronics, and Mechanical Systems throughout the development, integration, and test phases.

  • Assure your team complies; Solutions Support the reduction of risks and cost, and the improvement of safety, ergonomics, and Product Quality.

  • Systematize: simultaneously manage multiple projects and tasks while effectively influencing, negotiating, and communicating with internal and external Business Partners, contractors and vendors.

  • Develop proper preventative maintenance procedures to ensure Control Systems and equipment function according to specification.

  • Lead: work closely with am System Development group for electronics design, control hardware integration, and implementation and test.

  • Lead strategic and tactical Planning Sessions to provide leadership guidance on automation strategy and opportunities.


Save time, empower your teams and effectively upgrade your processes with access to this practical Mechatronics Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Mechatronics related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Mechatronics specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Mechatronics Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Mechatronics improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision you're making today you might regret five years from now?

  2. How do you manage Mechatronics Knowledge Management (KM)?

  3. What other jobs or tasks affect the performance of the steps in the Mechatronics process?

  4. What is the funding source for this project?

  5. How do controls support value?

  6. Will new equipment/products be required to facilitate Mechatronics delivery, for example is new software needed?

  7. What would have to be true for the option on the table to be the best possible choice?

  8. What Mechatronics requirements should be gathered?

  9. How does your organization evaluate strategic Mechatronics success?

  10. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Mechatronics?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Mechatronics book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Mechatronics self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Mechatronics Self-Assessment and Scorecard you will develop a clear picture of which Mechatronics areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Mechatronics Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Mechatronics projects with the 62 implementation resources:

  • 62 step-by-step Mechatronics Project Management Form Templates covering over 1500 Mechatronics project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Mechatronics project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Mechatronics Project Team have enough people to execute the Mechatronics Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Mechatronics Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Mechatronics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Mechatronics project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Mechatronics project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Mechatronics project with this in-depth Mechatronics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Mechatronics projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Mechatronics and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Mechatronics investments work better.

This Mechatronics All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.