Step 1 · Discover

Where It Fits and How to Choose Rollout Candidates for Robo Claw at Large Food & Beverage Companies

Evaluate target workflows on volume, frequency, standardization, impact on food safety and quality, MES/ERP integration feasibility, whether writes are involved, and impact on equipment control — and we recommend prioritizing standardized workflows that span multiple systems and carry a heavy search/summarization burden.

Bottom Line

When a large food and beverage company chooses target workflows for Robo Claw, prioritize workflows that: ① occur frequently, ② follow a standardized procedure, ③ span multiple systems such as MES, ERP, and quality management systems, ④ carry a heavy search/summarization/reporting burden, ⑤ have low impact on food safety and quality or can assume human review, ⑥ don't affect equipment control, and ⑦ involve limited writes or can assume approval. The more a workflow satisfies these, the easier it is to validate impact in the Pilot.

Who This Is For

Who This Is For

For production management leads, quality assurance officers, DX leads, and others weighing which workflow to start a Robo Claw rollout with.

What You'll Decide

What You'll Decide in This Step

In this Discover step, you identify candidate workflows for Robo Claw, prioritize them, and decide on the one workflow to start with. Detailed requirements, permissions, and approval design happen in the next Refine step.

Fit Check

Good Fit / Poor Fit Workflows

Good Fit

  • Frequent, standardized-procedure workflows like summarizing production reports or consolidating quality records
  • Workflows like product-spec/SOP search or initial complaint triage, where a human can easily review and correct a first-pass decision
  • Workflows that check information across multiple systems (MES, ERP, quality management systems, product master, and more)
  • Workflows involving updates to manufacturing conditions or product information, as long as approval can happen before the update
  • Workflows limited to organizing information and notifications, without direct equipment control

Poor Fit

  • Workflows that occur so rarely that automation benefit is hard to expect
  • Workflows that assume human operation for safety reasons, such as direct equipment control itself
  • Workflows that need to immediately execute shipment, disposal, or recall decisions without approval
  • Workflows with input data containing large amounts of sensitive product or personal information that hasn't been organized for handling

Industry Challenges

Challenges Specific to Large Food & Beverage Companies

At the stage of choosing target workflows, many companies run into the following challenges.

01

Too many candidate workflows to narrow down

Candidates span production reports, quality records, product information management, complaint handling, and more, making it hard to judge where to start.

02

Can't build a hypothesis for impact

Actual workload and effort at plants and headquarters aren't visualized, making it hard to estimate rollout impact in advance.

03

Unclear whether MES/ERP/quality-management-system integration is feasible

Only IT can judge whether the existing MES/ERP supports API integration.

04

Unsure how to handle workflows tied to food safety and quality

There's no criteria for whether workflows touching quality incidents or allergens can be targeted at all.

Method

Implementation Steps

1. Identify candidate workflows

Inventory workflows across plants, quality, and headquarters — production-report summarization, quality-record consolidation, product-spec search, complaint classification, and more.

2. Check workflow volume and frequency

Check how often each workflow occurs (continuous, daily, weekly, etc.) and the effort it currently takes.

3. Assess standardization and exception frequency

Assess whether the procedure is standardized, and how often exceptions occur (quality incidents, varied complaints, etc.).

4. Check MES/ERP/quality-management-system integration feasibility

Check where the data the target workflow needs resides, and whether MES, ERP, and quality management systems can integrate, together with IT.

5. Check impact on food safety and quality

Check whether the target workflow touches decisions on manufacturing conditions, shipment approval, or allergen/labeling information, and clarify what AI never decides alone.

6. Check impact on equipment control

Check whether the target workflow avoids direct equipment control and stays limited to organizing information and notifications.

7. Decide on priority order

Tabulate the evaluation results and decide on the one workflow to start with.

Evaluation Table

Candidate Workflow Evaluation Table

Below is a sample evaluation table. Substitute your own candidate workflows. The closer a workflow scores to ◎, the higher its Discover priority.

Candidate WorkflowFrequencyStandardizationFood Safety/Quality ImpactSystem IntegrationWrites
Production-report summarizationDailyHighNoneMESNone
Quality-inspection record consolidationDailyHighLowQuality management systemNone
Product-spec/SOP searchAs neededHighLowDocument managementNone
Helping verify allergen informationAs neededModerateHigh (human review required)Product masterNone

Data & Systems

Data and Systems Used

In the Discover step, you check the status of the following data and systems to evaluate candidate workflows.

Production reports Quality-inspection records Actual workload/effort MES ERP Quality management systems Teams & email

Human-in-the-loop

Where Human Approval Is Required

No implementation happens at the Discover step, but when evaluating candidate workflows, the following decisions are always organized on the assumption that a human makes them.

  • Final decision on whether to select the target workflow as an automation candidate
  • Decision on whether to include workflows involving updates to manufacturing conditions or formulations as candidates
  • Decision on whether to include workflows handling allergen or labeling information as candidates

Measurement

Candidate KPIs

In the Discover step, record the following as hypotheses per candidate workflow, to use as validation material in later steps.

Current handling effort

Estimate of the human effort currently spent on the candidate workflow

Impact hypothesis

Hypothesis for the effort/time reduction expected from automation

Rollout priority score

Priority calculated from frequency, standardization, food-safety impact, and more

Pitfalls

Common Pitfalls

01

Choosing only workflows with visible impact

Choosing only eye-catching workflows without weighing frequency or exception-handling burden makes it harder to validate impact in the Pilot.

02

Deferring MES/ERP integration checks

Confirming integration feasibility only after settling on a candidate workflow causes rework in later steps.

03

Underweighting impact on food safety and quality

Choosing a workflow without assessing the scale of its impact requires redesigning the approval flow in a later stage.

FAQ

Frequently Asked Questions

How many workflows should we start with?

In most cases, we recommend starting with one workflow. Pursuing multiple workflows at once complicates access design and Pilot evaluation.

Should workflows touching quality be excluded from candidates?

Not necessarily. By automating only up through organizing information and drafting, and designing the final decision to rest with the quality assurance officer, such workflows can still be treated as candidates.

What if we don't know whether MES/ERP integration is feasible?

Work with IT to confirm whether the target MES/ERP's API or data integration is feasible. Individual consultations are also available.

Who should evaluate candidate workflows?

We recommend that on-site production management and quality assurance leads work together with IT. Evaluation needs to account for both operational reality and system constraints.

Continue

Next Step

Once you've decided on the target workflow, the next step is to flesh out its requirements, permissions, and approval design.

Let's map out your target workflow selection together.

Based on your current workflow volume, frequency, and MES/ERP setup, you can discuss Robo Claw's rollout candidates and priority order with us on our official landing page.

Talk to us about candidate workflows