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Determining goals and metrics for pilot testing

There are two schools of thought when it comes to pilot testing.

One is that you go in knowing it’s a 100% disposable test, for pure R&D purposes, and that you have no expectations about reusing the equipment or software in that test as you scale up for real production. The second school of thought says, quite simply, there ain’t time for that! Do your homework, make your plan, write your playbook, pick your technology, and pick one real line running one real product as your pilot test. Most importantly, link up with one real trading partner to see if they can read your codes and understand your e-pedigree data. Your “pilot” should be a real implementation from which you can scale, not an academic exercise.

Before you jump into a specific pilot, however, you should know what the goals of the pilot test are. Here are some goals to consider:

1. Understand the potential organizational impacts. This could mean gaining a better understanding of the implementation process, the impact on company resources to roll out serialization, the need for external support, and the costs, or assessing the feasibility of the requirements and timelines. Developing experiential knowledge on the installation process, testing, and verification of actual installation time should be some of the main desired outcomes for the pilot.

2. Assess the impacts on line efficiency and uptime. This breaks down into several sub-areas:
• Identify impacts to line efficiency stemming from process or equipment changes
• Measure and record impacts to line efficiency
• Define mitigation plans to reduce line efficiency impacts
• Define inventory build-up plans to mitigate risk of inventory stock-outs during serialization implementation
• Define actual timeline for the implementation of serialization on the packaging line (hardware installation, IQ, OQ, and PQ)
• Define assignments of backup lines for serialized SKUs

3. Identify and develop new packaging-related documentation and processes necessary to support and implement a serialization project, such as:
• Use cases and functional specifications
• Standard operating procedures
• Bills of specifications
• Artwork documentation
• Validation documentation
• Process mappings
• Project plans

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