Learning factory

Data collection for factory planning

The right data basis for sound layout, capacity and technology decisions.

In brief

Every factory and logistics planning project needs five data categories: objectives and scenarios, production and sales data, product and process data, space and constraints, and material flow and movement data. The goal is not maximum data volume, but granularity appropriate to the planning phase and documented data quality.

1. Objectives and scenarios

Capacity, service level, product portfolio, automation, sustainability and growth define the framework. Without a clear time horizon, historical volumes and future assumptions cannot be combined meaningfully. At least a base, growth and stress scenario create transparency.

2. Production and sales data

Required inputs include volumes by product family and time period, seasonality, variant shares and planned changes. Monthly values may be sufficient for site questions; shift or order data is required when takt, buffers and peak performance are investigated.

3. Product and process data

Bills of material, routings, setup families, times, scrap, equipment and quality requirements connect products to resources. Product families reduce complexity but must not conceal important special processes.

4. Structure and space data

Building plans, columns, heights, doors, utilities, fire protection, escape routes, floor loads and expansion areas define the feasible solution space. Drawing revisions and dimensions must be unambiguous. A 3D scan can supplement uncertain documentation of the existing building.

5. Movement data

Sources, destinations, quantities, frequencies, load carriers, routes, inventory and order profiles describe material flow. Timestamps help reveal peaks and waiting times. Material flow analysis turns these data into decision-relevant relationships.

Data needs by planning phase

PhaseRequired granularityMost important check
FeasibilityProduct families, annual and peak volumes, rough areasCompleteness and order of magnitude
Structural planningProcess chains, space needs, material relationshipsConsistent system boundaries
Detailed planningDimensions, times, connections, workstationsRevision, unit and owner
ImplementationDates, inventory, relocations and acceptanceCurrency and change status

Managing data gaps

Missing values are not estimated silently. Every assumption receives a source, range and sensitivity. The team can then decide which gap must be closed before the next planning stage. The factory planning process provides additional context.

FAQ

Frequently asked questions

Must all data be complete before the project starts?

No. Each phase requires an appropriate data depth. Missing values must, however, be visible, assigned to an owner and closed before critical decisions.

How much history is useful?

That depends on the business. At least one representative period including seasonal peaks and relevant exceptional events should be included.

How are outliers handled?

They are not deleted automatically. First determine whether they represent a measurement error, a special order or a future-relevant load case.

Who owns the data?

Each central data source should have an operational owner who can confirm its meaning, unit, period and currency.

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