In 10 steps to digital shop floor management
How to digitalize shop floor management in 10 steps – from the as-is analysis through a pilot project to continuous improvement. A practical guide for SMEs with limited resources.
24.06.2024
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2 min read

- The digital shop floor is built in 10 steps: from the as-is analysis to continuous improvement.
- Start small with a pilot project on one line instead of changing everything at once.
- Proven methods give structure: SMART goals, Kurt Lewin's 3-phase model, 5 Whys, and the Pareto principle.
- Software like the Apexboard provides the entry point without programming skills – but the method matters more than the tool.
The digital shop floor is built in ten consecutive steps — from the as-is analysis through a pilot project to continuous improvement. This guide is aimed at SMEs with limited resources and shows how to replace analog paperwork step by step with real-time transparency — without a years-long IT project.
The 10 steps at a glance
- As-is analysis & goals: find weak points, set measurable goals.
- Data protection & IT: clarify GDPR, works council and IT requirements.
- Choose technology: check interfaces, support and usability.
- Involve the team: foster acceptance and participation.
- Connect data sources: make ERP, MES and sensors usable.
- Start a pilot: test on one line and gather experience.
- Evaluate & optimize: find causes, derive measures.
- Visualize: use dashboards daily in the meeting.
- Roll out: deploy in clusters rather than big bang.
- Improve: embed continuous improvement.
3. Which technology fits? Choosing a solution
Look for interfaces to ERP, MES and sensors, for reliable support and for usability. Solutions like the Apexboard enable an entry without programming skills, so your team can build boards itself.
8. How does it become routine? Visualize data & use it daily
Data alone changes nothing. Gradually replace whiteboards with digital dashboards in the daily shop floor meeting and define thresholds and escalation levels via an Andon board.
10. How does it stay alive? Continuous improvement
Digitalization is not a one-off project but a learning process. Establish a clear channel for improvement suggestions and make progress visible, for example via an OKR dashboard.
One final note: software provides the entry point, but digital shop floor management is first and foremost a leadership method. More on the big picture in the shop floor management guide.
Frequently asked questions about digital shopfloor management
How do you start with digital shopfloor management?
With an as-is analysis of current processes and clear goals. Only then are suitable technologies chosen – not the other way around.
Why is a pilot project useful?
A limited pilot quickly shows what works, involves employees, and builds acceptance before a broad rollout.
What makes the digitalization sustainable?
Clean data integration, considered security and data-protection measures, plus continuous monitoring and feedback keep the system effective long-term.







