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In a Meeting
A business meeting

The WHAT and WHEN of


A cost-effective and timely service to enhance your traditional function and cost approach to intelligent automation system investment and implementation decision-making with insights on the technology impact on your future business performance, operational flexibility and operators' daily experience. 

PATRIAS™ framework

The PATRIAS™ methodology consists of seven highly integrated techniques, each of which builds on classic academic studies, industry best practice and the findings of my PhD research:

  • Product Capability Assessment (PCA) techniques Founded on classic benchmarking studies and research into the causal link between technology categories and business performance, the PATRIAS™ Product Capability Assessment (PCA) technique is a three-level approach that aids understanding and awareness of domain-specific products, comparison and shortlisting of products, and detailed individual product capability assessment for impact analysis.

In Meeting
  • Operational Modelling techniques: Founded on classic supply chain and business process modelling techniques, the PATRIAS™ Supply Chain Modelling (SCM) and Business Process Modelling (BPM) techniques provide a novel and succinct representation of your current and anticipated future operation with all the rich data needed for technology impact analysis and understanding.

  • Impact Analysis techniques:  Founded on classic methods such as Time Study,  TD-ABC,  and Lean Six Sigma, the PATRIAS™ Quantifying Business Benefits (QBB), Flexibility, Agility and Resilience (FAR) and Pain Point Reduction (PPR) techniques use the data from the PCA, SCM and BPM techniques to anticipate the impact that the intelligent automation system will have on business performance, operational flexibility and people, providing ranked lists of recommended implementation projects for each.

  • Implementation Roadmap techniques:  Founded on classic multi-criteria decision-making (MCDM) techniques and industry best practice product-based planning, the PATRIAS™ Anticipated Implementation Roadmap (AIR) technique provides a roadmap for initial implementation and lifecycle management optimised to achieve the desired impact on the business in the shortest timescales, taking into account the organisation's preferences, the sub-product dependencies and any resource limitations. 

In conclusion, using the above framework, PATRIAS™ delivers a  systematic and replicable methodology that provides insights on the anticipated impact of an intelligent automation system on a supply chain or organisation, aiding investment and deployment decision-making.


So, now to the process for delivering these PATRIAS™ techniques...

PATRIAS™ Process

The PATRIAS™ methodology is proven to be a systematic, cost-effective and timely approach to technology investment and implementation decision-making that can be delivered by a single experienced expert practitioner. A PATRIAS™ engagement can be designed to meet specific client needs, but the typical steps in the process are:


  • Executive Workshop - to understand the organisation's strategy and goals, gain a high-level understanding of the supply chain to be addressed,, capture the organisation's desired outcomes and priorities from implementing an intelligent automation system, and agree on the engagement approach.


  • 'As Is' Data Capture Workshops - structured on-premises or online meetings with key representatives of each stage of the manufacturing supply chain, executing the PATRIAS™ SCM and BPM techniques. The first part of each workshop focuses on gaining an understanding of the function of the stage in the supply chain, the key human resource roles within it, the key processes executed within it, and the key technologies in use. The second part focuses on capturing the business processes in detail, noting important data such as product throughput, activity execution times, and pain points with frequency and severity.


  • Product Data Capture - researching the intelligent automation system capabilities using the appropriate levels of the PATRIAS™ PCA technique. This may include analysing data from manufacturer public domain sources to identify and compare products, and direct manufacturer calls and discussion to gain detailed capability data. The intelligent automation system is scored for technology capabilities, including architecture, integration, automation, information, analysis, user experience, security and artificial intelligence categories.


  • Remote Analysis - application of the PATRIAS™ QBB, TEB and PPR techniques to anticipate potential business performance, operational flexibility and people impact from an application of the intelligent automation system on in or across the supply chain. The findings from each of these three techniques are ranked lists of departmental and central services implementation projects. The application of the PATRIAS™ AIR technique, combining classic multi-criteria decision-making methods and industry best practice product-based planning to anticipate the optimal ordering of the intelligent automation system implementation taking into account your priorities and preferences, sub-product dependencies and linkages, and resource limitations.

  • Insights & Recommendations Presentation  - presenting back the findings to the executive team and program management office, typically in separate calls. The first focuses on the anticipated high-level impact findings and the latter on the detail for implementation.

All of the above can be executed as a separate standalone process to enhance or feed into your or decision-making or can be integrated within your procurement process with myself acting as part of your procurement team. 

PCA anchor
Modelling anchor
Impact anchor
Implementation anchor
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