The record of how your shop solves problems

Customer drawings are usually the first question from manufacturers. Anything owned by customers is reviewed in scoping and can stay out.

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What tends to be useful

A shop with years of operation holds a rich record of how parts are made and how problems are solved:

Routings, setup notes and work instructions
Corrective actions, inspection records and nonconformance reports
Supplier quotes along with the conversations around them
Production and inventory history from your ERP or MES

The first concern: customer drawings

Building parts to customer drawings under NDA is common. Whether those can be included depends on your contracts, and that is a question for your own counsel. Customer-owned material is reviewed in scoping and can be excluded, and every customer name in the copy is replaced with a placeholder. Controlled defense or aerospace work can be flagged and left out entirely.

Your process remains yours

You license a copy, not your know-how. Your original records stay in your systems, untouched, and your team keeps working in them. If a process, product line or period is too close to the core of your business, leave it out.

How the copy is made and checked

The first step is an NDA. License Your Data, our licensing partner, prepares a de-identified copy in which customers, suppliers and staff are replaced with placeholders. No passwords are ever asked for or shared. You may leave out whatever system, folder or customer you like, and nothing goes out until you approve a sample. You pay nothing.

A typical fit

A typical fit is a manufacturer with 20 or more full-time staff and 3 or more years of records in an ERP, a quality system, shared drives or email. Smaller shops with a long, well documented history may also qualify. Your products have no effect on the estimate.

What accounting owners ask

Do we have to include every system?: No. To start, one folder of work instructions or a well kept quality system can be sufficient.
Who from our firm should take part?: Most often the plant manager or owner, the administrator of your ERP and file shares, and the person in charge of customer contracts.
Does this affect production?: No. The originals stay put, and the floor runs on the same systems as before.

See the value of your firm's records

License Your Data has a specialist call you within minutes to arrange a 15-minute call.

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