Establish a baseline from your own records and agree useful targets. Review these measures at provider milestones and client acceptance; they are not promised performance figures.
- Approved-record agreement
- Whether ERP and connected quote, product, engineering, supplier, production, quality, distributor, serial, parts, service, shipping, and customer records reflect the same approved configuration, revision, status, effective date, and owner.
- Change-impact coverage
- Whether authorized teams can relate an approved customer, component, or engineering change to pricing, BOMs, purchasing, inventory, routings, work instructions, quality requirements, documents, affected orders, serial records, and delivery commitments.
- Equipment-lifecycle record visibility
- Whether accountable employees and authorized partners can see the required build, release, as-built, serial, shipment, parts-applicability, warranty, service, retrofit, and customer history from governed records.
- Exception response and update timeliness
- How quickly teams can see the current configuration, component, order, production, quality, shipment, parts, warranty, service, or delivery exception, responsible owner, decision, next action, and information needed for a customer update.