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Supply Chain Network Design
Supplier Diversification
Complex deployments where integration, safety, and operational handoff determine production success.
Example organizations in this space:
Resilinc
Coupa
GEP
Riskmethods
This interactive experience is the shipped product itself — the same application code customers run in production, mounted read-only in your browser over a real sample journey. Not a video, not a mockup: because the demo and the product are one codebase, it can never drift from the real thing.
Inside this journey
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Pre-Sales
Qualify and diagnose before investing in assessment and scoping.
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Qualification
Confirm budget range, decision-making timeline, and key stakeholders before investing in a full assessment and scoping effort.
Qualification Questions
Quick engagement fit
- So we make the best use of your time: which product categories or components are you most focused on diversifying right now?
- How would you describe the potential production impact if a primary supplier for those items became unavailable?
Budget for assessment and initial work
- Is there an allocated budget for an initial risk assessment and scoping effort, and which band best matches it?
- If the assessment recommends qualified alternative suppliers, is there separate funding expected or available to execute qualification and an initial transition?
Decision makers and stakeholders
- Who would need to approve moving from scoping to supplier qualification and transition? Please list roles or functions (e.g., procurement, plant ops, quality, finance).
- Which function will act as the primary sponsor for this diversification effort?
Timing and next steps
- When would you ideally need the first qualified alternative supplier producing volume, and what is driving that timeline?
- If this looks like a fit, how soon could you make time for a focused discovery session?
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Executive Outcome Alignment
Align on strategic goals, production risk tolerances, success metrics, and the cross-functional stakeholders who must approve a diversification program.
Alignment Questions
Why this came up now
- Tell me briefly why supplier diversification landed on your team's agenda this quarter
- Who initially pushed for a diversification effort and which functions are sponsoring it now
- Which commodities, SKUs, or BOM families are you planning to include in the first assessment
- Provide your target timeline to demonstrate a qualified second source, for example within 12 weeks, 6 months, or 12 months
- Estimate the consolidated annual spend for your highest priority commodity or SKU group
- If you had to stop the program tomorrow, what single reason would justify that decision
Where your concentration risk actually lives
- Name the single supplier or plant whose loss would force a line stoppage or shipment miss within 48 hours
- List the top three commodity groups with the highest single-source exposure and the percent of your total spend they represent
- Provide the countries and the number of unique supplier sites where those high-risk suppliers operate
- Describe the last supplier disruption you experienced and quantify the production, quality, and cost impact if possible
- What downstream commercial consequence would make leadership pause this diversification program immediately
Where the current qualification process breaks
- Walk me through the most painful step in your supplier qualification or audit process today
- Who signs off on production risk tolerances and final quality acceptance for a new supplier
- On average, how many weeks does it take to move a candidate supplier from initial screen to approved production for a typical commodity
- Which internal teams most often create delays during supplier qualification and why
- Detail the common failure modes you see in first article inspections or pilot runs that typically require rework
- If your expected qualification timeline stretched by 50%, what commercial or operational consequence would be the most damaging
Who else is in the running
- Point to the options you are actively weighing, including the incumbent, an internal build, and external partners
- List external approaches you have evaluated recently, for example regional second-sourcing, buffer inventory, or co-development
- Identify any external consultants or vendors you have spoken with in the last 6 months about supplier risk or diversification
- What would have to be true about an incumbent supplier for you to stay with them instead of changing sources
- Has anyone on your team proposed solving this internally without an outside partner, and if so what approach did they suggest
- Would an incumbent commitment to a binding fallback plan and price guarantee remove the need for an external diversification program
Success in plain numbers
- Pick the single metric that, if it moved to your target, would make leadership approve the full program
- State your target thresholds for quality acceptance, ramp rate, and allowable landed cost delta during the first six months
- Estimate the acceptable cost premium, if any, for the first six months while the second source ramps
- Name the financial owner who will measure ROI for this program and how frequently they will review progress
- Assuming the pilot proves cost and quality targets, what would accelerate a full-scale rollout to signing within two weeks
Practical gates and the data we will need
- Declare the single piece of data or access you do not have today that would prevent supplier qualification from starting
- Identify the internal owner who can release spend data, BOMs, and supplier contact lists within two weeks
- Specify any regulatory approvals, export controls, or quality accreditations that could delay audits or supplier onboarding
- Rate the cleanliness and centralization of your supplier spend and BOM data
- Tell us the integration endpoints, API owners, or data extracts we will need to access for supplier screening and who owns them
- When IT or the data owner cannot grant the necessary access within 30 days, do you plan to pause the program or proceed with a limited-scope assessment
Decision mechanics and what will actually move the needle
- Pinpoint who holds veto power over moving a production source, and describe what evidence would remove that veto
- Select the approvals required to execute new supplier contracts and the typical lead times for each
- Describe the commercial terms that would make a new supplier viable, for example payment terms, minimum order quantities, or warranty obligations
- How will pilot success be translated into a commercial commitment, such as an approved supplier listing or a fixed annual volume award
- Point out the single organizational barrier that, if present, would stop a signed SOW from turning into execution
- Assuming the pilot proves cost and quality targets, what decision or signature would accelerate your procurement team to sign within seven days
A first test and immediate next steps
- Picture a focused 90-day proof of concept that eliminates single-source risk for one critical SKU, would you sponsor it
- Share a preferred date range for a kickoff workshop and the three core participants you will commit to attending
- Write the specific documents we should receive before kickoff, for example BOM, last 12 months of spend by supplier, and recent audit reports
- Rate your team's capacity to support a focused four-week supplier screening effort
- Assign one person full time for the first month, what role would that person hold and what authority would they need
- Should a dedicated resource not be available within two weeks, would you accept a scoped pilot that relies on limited as-needed engagement
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Supply-Base Assessment Workshops
Run structured sessions to collect spend, qualification status, geographic concentration, and incumbent supplier constraints that populate the risk map.
Working Sessions
- Assessment Workshop Kickoff and Data Collection Plan
- Spend and Geographic Concentration Workshop (per site)
- Supplier Qualification Status and Incumbent Constraints Workshop
- Risk Map Synthesis and Prioritization Alignment
- Log any contested risk items with the evidence required for re-scoring at the next review.
- Incumbent constraint log capturing contractual, technical, and logistical transition blockers.
- Clear list and timeline for missing qualification evidence needed to finalize risk scoring.
- Populate missing qualification evidence for listed suppliers using the agreed checklist.
- Record incumbent supplier constraints in the constraint register with supporting notes.
- Schedule supplier-level interviews or site audits for suppliers with incomplete evidence.
- Deliver finalized qualification status register for ingestion into risk scoring.
- Recap inputs and confirmed data scope
- Risk map ratified and finalized for use in the Findings and Solution Walkthrough.
- Prioritized list of commodities and sites approved for supplier identification and qualification.
- Decision criteria and owners recorded for each prioritized item to enable clear handoff.
- Finalize the risk map incorporating any agreed scoring adjustments and publish the final file.
- Publish the prioritized diversification list with decision criteria and recorded owners.
- Prepare and deliver the data pack and owner assignments for the Findings and Solution Walkthrough stage.
- Confirm scope, sites, and success criteria
- Data collection templates and field definitions confirmed for the engagement.
- Named data owners and a delivery timeline for every required data element.
- Validation rules and exception handling process agreed and documented.
- Distribute finalized data templates and an example file for each required dataset.
- Provide the initial supplier master extract, spend ledger, and site list using the agreed templates.
- Document and publish the data validation rules and exception resolution process.
- Schedule the first Spend and Concentration Workshop and invite relevant data owners.
- Walk the submitted spend extract and mapping rules
- Validated spend-by-commodity-by-site dataset ready for risk scoring.
- List of items and suppliers that exceed concentration thresholds with preliminary severity tags.
- Outstanding data gaps documented and assigned for follow-up.
- Update the spend dataset with the agreed mapping edits and publish the revised file.
- Provide supplier location evidence, such as facility addresses or shipping origin records, for flagged suppliers.
- Deliver BOM-to-spend linkage files for any parts with ambiguous mappings.
- Log and track resolution tasks for each outstanding data gap in the project issue register.
- Review required qualification fields and evidence checklist
- Completed supplier qualification status register for all reviewed commodities.
- Define required data fields and templates
- Present the draft risk map and scoring model
- Walk through top suppliers and capture qualification gaps
- Validate BOM and SKU linkages to spend
- Map supplier locations and material flow to the site
- Document incumbent supplier constraints and transition blockers
- Map data owners and access timelines
- Workshop prioritization and resolve disputes
- Apply concentration thresholds and flag high-risk items
- Confirm decision criteria, owners, and next-stage deliverables
- Agree follow-up evidence requirements and timing
- Agree data quality checks and exception process
- Confirm immediate next steps and delivery milestones
- Confirm edits and log outstanding data gaps
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Findings & Solution Walkthrough
Review the prioritized risk map, consequences of disruption, and the targeted diversification approach tailored to the buyer's quality and production constraints.
Solution Experience
- Findings & Solution Walkthrough
- Confirm the current state and its cost
- You confirm the prioritized risk map reflects your highest operational and supply risks.
- Provide the bill of materials for prioritized commodities, current supplier qualification statuses, and recent quality incident reports.
- You accept the modeled disruption consequences as the basis for prioritization and resource allocation.
- Walk the prioritized risk map
- Confirm the internal decision criteria and timeline for approving new suppliers and required governance attendees for upcoming workshops.
- Deliver an updated risk map with quantified disruption scenarios and a recommended supplier shortlist and qualification plan within five business days.
- You confirm the proposed diversification approach meets your quality gates and production ramp constraints.
- Review disruption scenarios and consequences
- Draft and circulate a proposed SOW scope and timeline that reflects the agreed acceptance criteria for supplier qualification and transition.
- You agree on the immediate deliverables and acceptance criteria needed to move to SOW and supplier qualification workshops.
- Present the targeted diversification approach
- Validate fit to your quality and production constraints
- Schedule the supplier assessment workshops and confirm attendee list and plant access requirements for the first prioritized commodity.
- Agree next commitments and acceptance criteria
- Findings & Solution Walkthrough
- Solution Experience Deck
- Findings & Solution Brief
- meeting
- slides
- document
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Engagement Scope
Define deliverables, supplier identification and qualification modules, transition milestones, responsibilities, and measurable acceptance criteria.
Scope Configuration
- Identify Alternative Suppliers
- Preliminary Supplier Screening and Scorecard
- Conduct On-site Facility Audit
- Run Process Capability Study (PPK/CPK)
- Produce and Inspect First-Article Samples
- Execute Pilot Production Run with Oversight
- Execute Supplier Qualification per Buyer Quality Process
- Negotiate Commercial and Delivery Terms
- Configure ERP and Purchase-Order Flows for Dual Sourcing
- Manage Sourcing Ramp-Up and Volume Transition
- Implement Fallback and Contingency Provisions
- Six-Month Post-Launch Quality and Delivery Monitoring
Scope Questions
Identify Alternative Suppliers
- Which commodity families and bill of material (BOM) part numbers should we prioritize for alternative supplier identification?
- How many alternative supplier candidates per prioritized part number do you expect as a minimum shortlist?
- List the geographic regions (country-level) you prefer or want excluded for new sources
- Provide the annual volume (units or kg) and typical lot size for each prioritized part number to size supplier capability requirements
- Identify any supplier certifications or regulatory regimes required for the part (for example ISO 9001, IATF 16949, ISO 13485, FDA registration)
- Specify exclusion criteria for candidate suppliers such as single-country sourcing, lack of traceability, or minimum capex
Preliminary Supplier Screening and Scorecard
- Which supplier attributes should be weighted highest in the screening scorecard (quality history, lead time, capacity, cost, geography, financial stability)?
- How many months of delivery performance data (on-time delivery %) do you require to consider a supplier reliable?
- Describe the minimum audit score or checklist pass rate you expect on a preliminary remote assessment of manufacturing capability
- Identify the commercial redlines that would disqualify a candidate (e.g., refusal to accept net payment terms, exclusive IP claims, minimum order quantity (MOQ) > required)
- Specify required tooling or NPI capability such as experience with the drawing revision level, specific molding tools, or surface treatment processes
- Which supplier-provided documents are required during screening (for example certificate of conformity, control plan, sample part photos, financial statements)?
Conduct On-site Facility Audit
- Which facility audit standard should be used as the baseline (for example your in-house audit checklist, ISO 9001 checklist, or automotive IATF 16949 audit template)?
- When scheduling on-site audits what access windows and locked-out production dates must we avoid (for example month-end, holiday shutdown, annual maintenance)?
- Who from your quality or engineering organization must attend the facility audit or receive the audit findings report?
- Specify the key audit evidence you require on-site such as control plans, process flow diagrams, gage calibration records, and machine maintenance logs
- Provide the maximum acceptable nonconformance rating or critical finding threshold on the audit scoring matrix that would block a supplier from moving forward
- Indicate whether remote video walk-throughs supplemented by document review are acceptable in lieu of in-person audit for initial shortlisting
Run Process Capability Study (PPK/CPK)
- Which dimensional features or critical-to-quality (CTQ) characteristics from the engineering drawing must be included in the PPK/CPK study?
- How many production-equivalent parts and runs do you require per machine or line to calculate a representative PPK/CPK?
- Specify target capability thresholds (for example CpK >= 1.33, PpK >= 1.0) for acceptance or conditional acceptance
- Identify the metrology equipment and calibration interval we should use for measurement during capability runs (for example CMM with ISO/IEC 17025 calibration within 12 months)
- State whether capability studies must be run under peak, average, or lowest-staffing conditions to reflect expected production
- Describe any special material, heat-treat, or surface treatment lot controls needed during capability runs (e.g., heat lot traceability, coating batch IDs)
Produce and Inspect First-Article Samples
- Which version of the engineering drawing revision and bill of material must the first-article (FAI) sample be produced to?
- How many first-article pieces do you require for dimensional inspection and functional tests per part number?
- Provide the specific inspection artifacts you require with the FAI delivery such as CMM report, functional test logs, and photographic evidence of critical features
- Indicate the allowed deviation thresholds on key drawing tolerances during FAI before a corrective action is required
- Name the receiving inspection location and contact who will sign off on the FAI delivery and inspection results
- Specify environmental or test chamber conditions required for functional sample tests such as temperature range and humidity cycle profiles
Execute Pilot Production Run with Oversight
- Provide the planned pilot run quantity and the duration (days or shifts) for each prioritized part number
- Which quality gates must be cleared during the pilot run (for example inline inspection yield threshold, final inspection AQL, functional test pass rate)?
- Identify the level of onsite engineering oversight you require during the pilot (for example daily remote updates, on-site process engineer for entire run, weekly checkpoints)
- Specify packaging, labeling, and traceability requirements that must be validated during the pilot (for example lot codes, serialization, EDI ASN format)
- Indicate the acceptance threshold for first-pass yield during the pilot run that will allow escalation to staged volume ramp
- Describe any tooling trials, changeover time metrics, or OEE (overall equipment effectiveness) targets that should be recorded during the pilot
Execute Supplier Qualification per Buyer Quality Process
- Which formal supplier qualification workflow should we follow from your side (for example APQP phases, supplier PPAP submission, or your custom qualification form)?
- Who is the authorized signatory in your quality organization for final supplier qualification and where should the signed evidence be stored (document repository name)?
- Provide the exact deliverables required for qualification sign-off such as completed APQP checklist, supplier PPAP level 3 package, FAI report, and corrective action plan closure evidence
- Identify required timeline constraints for qualification steps (for example audit within 2 weeks of shortlisting, capability study within 30 days)
- What acceptance criteria will confirm supplier qualification per your quality process (for example FAI sign-off, CpK thresholds, audit score)?
- Indicate any mandatory contract or legal preconditions that must be in place before qualification is permitted (for example NDA, supply agreement, data access agreement)
Negotiate Commercial and Delivery Terms
- Which commercial terms are fixed by your policy and cannot be negotiated (for example payment terms, minimum annual commitment, INCOTERMS)?
- Specify your target payment terms and preferred payment mechanisms for new suppliers (for example net 60, letter of credit, electronic funds transfer)
- Provide expected pricing target band or maximum allowable cost delta versus incumbent for the diversified volume
- Identify required delivery terms to be negotiated such as minimum order quantity, lead time days, palletization, and ASN (advanced shipping notification) format
- Who in your procurement team will be the authorized negotiator for initial supplier commercial terms and who signs final agreements?
- Indicate whether price holds, volume discounts, or dual-sourcing price break structures are required in the negotiated terms
Configure ERP and Purchase-Order Flows for Dual Sourcing
- Which ERP system and module will be updated for dual-sourcing configuration (for example MRP module name or purchase order template)?
- Specify the dual-source settings required such as primary/secondary vendor flags, split PO percentages, or alternate vendor lead time sources
- Identify the master data artifacts we must update: vendor records, supplier part cross-reference, item lead time, and safety stock parameters
- Provide any ERP change freeze windows or month-end restrictions that limit when we can modify purchase-order logic
- Indicate whether EDI or API connectivity is required for POs and ASNs and name the integration endpoint type
- Describe the acceptance test you require for ERP configuration such as test POs, simulated MRP runs, and dual-source replenishment demo
Manage Sourcing Ramp-Up and Volume Transition
- Provide the staged monthly volume ramp schedule per part number (for example month 1: 10% baseline, month 2: 25%)
- Which quality and yield thresholds must be maintained during each ramp stage (for example defect PPM, first-pass yield) to proceed to the next stage?
- Identify backup actions if a ramp stage fails such as revert to incumbent supplier, shorten ramp, or additional 100% inspection
- Who is accountable for release of staged volumes in your organization and which ERP or MRP approval workflow must be used?
- What measurable acceptance criteria will confirm staged volume transfers (for example monthly % of baseline, yield target, on-time delivery percent)?
- Specify logistics handoff details to validate during ramp-up such as carrier appointments, pallet standards, and inbound receiving windows
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Mutual Commit
Finalize the SOW, commercial terms, data-access authorization, timelines, and governance required to begin supplier qualification and transition work.
Agreement Modules
- Master Services Agreement (MSA)
- Statement of Work (SOW)
- Commercial Terms & Order Form
- Data Access Authorization & Data Processing Agreement (DPA)
- Project Governance & Steering Charter
- Project Schedule Acceptance
- Onsite and System Access Authorization
- Change Order Agreement
- Regulatory Compliance Addendum (conditional)
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Implementation
Operationalize supplier qualification and transition with readiness checks and phased execution.
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Pre-Deployment Readiness
Confirm plant access, quality-process owners, sample schedules, ERP change windows, and other readiness facts needed to execute qualification and pilot production.
Pre-Deployment Questions
Environment and site access
- Which production site(s) are in scope for supplier qualification and pilot production? (list site name and plant code for each site)
- Is external access for supplier engineers and auditors approved at each in-scope site?
- Are there site-specific safety or onboarding requirements for visitors (e.g., mandatory safety training, medical check, PPE)? Please select all that apply.
Data and configuration
- Is the buyer's ERP able to accept temporary supplier records or dual-source BOM changes for pilot production? (so we can plan supplier creation and dual-sourcing)
- What is the next available ERP master-data change window or blackout constraint? (date or recurring window)
- Who owns supplier master data and ERP change approvals? (name and role)
People and ownership
- Who is the buyer's quality process owner responsible for supplier qualification at each in-scope site? (name and role)
- Who is the plant contact responsible for scheduling sample runs and pilot production? (name, role, and typical availability hours)
Timing and constraints
- Are there regulatory, safety, or compliance gates that must be cleared before audits or pilot runs? Select all that apply.
- List any blackout periods or recurring production freezes when pilot runs or supplier changes are prohibited (dates or recurring description).
- Final readiness: can the buyer authorize the start of supplier audits and pilot production by a target date? Select one (if 'Yes', provide the target date).
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Configuration Details
Lock exact configuration and handoff items the teams will use — audit checklists, test plans, process capability targets, ERP dual-source settings, and ramp schedules.
Configuration Details
Configuration Snapshot — core environment identifiers
- Primary implementation environment name (enter a short identifier; Default: production)
- Deployment region for supplier-qualification data store (Default: us-east-1). Choose one:
Audit & Test Plans — which artifacts the teams will use
- Which audit checklist variant will the teams use to verify supplier facilities? (select one)
- Final storage location for completed audit checklists (enter folder path or URL where PDFs and reports are archived; Default: /shared/audit-checklists)
- Which test plan template will be used for pilot/sample runs? (select one)
- If you selected 'Custom test plan', provide the file path or template ID where the custom plan is stored (leave blank if not applicable)
Process Capability & Quality Gates — measurable acceptance targets
- Target minimum process capability (Cpk) for critical characteristics (numeric; Default: 1.33). Enter a decimal value.
- Select which acceptance gates must be met before the billing milestone closes (choose all that apply)
ERP & Systems Configuration — exact settings and windows
- ERP dual-source configuration mode to create in the buyer's ERP (select one)
- If ERP will be configured, enter the ERP dual-source profile name to create (enter profile identifier only; Default: DUAL_SRC_PROFILE)
- ERP change window start date (format: YYYY-MM-DD). Default: first day of next calendar month
- ERP change window end date (format: YYYY-MM-DD). Default: last day of the same calendar month entered above
- Who owns the credential exchange for integration identifiers? Enter the role or team name (e.g., 'Buyer IT Security'). The secret itself will be delivered via your secrets manager.
- Preferred handoff channel for finalized artifacts and reports (select one)
Ramp Schedule & Pilot — exact ramp parameters the build consumes
- Pilot production weekly ramp percentages (enter comma-separated values for weeks 1..N; Default for 5 weeks: 10,25,50,75,100). Numeric percentages only.
Final Handoff — governance and post-cutover checks
- Name the recurring review cadence to monitor supplier performance post-transition (select one)
- Enter the artifact checklist name that signals a handoff is complete (enter identifier used in your project workspace; Default: TRANSITION_HANDOFF_CHECKLIST)
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Transition Execution
Manage supplier audits, capability assessments, sample runs, pilot production, commercial negotiations, and staged volume ramp with defined checkpoints.
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Acceptance & Billing Sign-Off
Formal client acceptance checklist verifying qualification evidence, pilot results, quality gates, and agreed ramp metrics before the billing milestone closes.
Checklist items
- Receive completed qualification evidence package
- Receive pilot production acceptance report
- Obtain signed quality gate checklist
- Obtain signed commercial agreement or purchase order for new-source volumes
- Receive ERP configuration evidence enabling dual-sourcing
- Obtain documented ramp schedule with acceptance metrics and checkpoints
- Receive supplier readiness confirmation
- Obtain approved rollback/fallback plan
- Obtain billing milestone authorization
- Schedule sustainment handover and first performance review
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Sustainment & Performance Reviews
Monitor supplier quality and delivery metrics, run recurring review meetings, and track issues and enhancement requests through the transition and first six months of production.
Success Reviews
- Go-live Health Check (Weeks 1-4)
- First Measurement Review (Weeks 4-10)
- 90-Day Performance Checkpoint (Approx Day 90)
- Monthly Operational Review (Months 3-6)
- Six-Month Sustainment and Handover Review (Month 6)
Issues & Enhancements
- Update the operational issue tracker with resolution steps and weekly progress updates.
- If required, initiate a supplier improvement sprint including scope, objectives, and completion criteria.
- Assign owners and due dates for any remaining high-risk nonconformances and schedule verification runs.
- Quick metrics snapshot
- Maintain or improve the trending direction of on-time delivery rate and PPM defect rate month-over-month.
- Reduce the count of critical open issues through assigned short-term actions.
- Agree the top 1-2 enhancement requests to implement in the next 30 days and their expected metric impact.
- Reconfirm success criteria and owners
- Execute the approved change-control tasks and report verification results at the next monthly review.
- Prepare a short exception report if any metric deviates more than the agreed tolerance band.
- Six-month performance summary
- Confirm the new supplier meets sustained performance thresholds recorded in Acceptance & Billing Sign-Off or document required ongoing mitigations.
- Complete the incumbent wind-down checklist so legacy fallback is closed or formally retained-read-only.
- Agree BAU owners and quarterly monitoring cadence for ongoing supplier performance.
- Archive transition documentation and supplier qualification evidence to the BAU repository.
- Execute incumbent contract disposition steps and confirm contract status in procurement records.
- Publish a BAU monitoring plan with quarterly metric reviews and escalation paths.
- All deployment checklist items are validated or have a named owner and resolution date.
- Top 3 early blockers identified, prioritized, and assigned for remediation.
- Pilot evidence locations and ERP dual-source configuration are confirmed for ongoing monitoring.
- Publish the validated go-live checklist and upload pilot evidence to the shared workspace.
- Log all open blockers in the issue tracker with owners and 7-day target dates.
- Schedule a supplier re-test or sample run for any failed pilot items within 10 business days.
- Present first-period metrics vs targets
- Decisive list of corrective actions with owners and measurable targets to close metric gaps.
- Clear acceptance-target reference established using the Acceptance & Billing Sign-Off recorded targets.
- Timeline confirmed for verification of remediation effectiveness.
- Create and publish a corrective-action register linking each action to a specific metric and due date.
- Schedule targeted supplier process capability reassessment or on-site coaching within 14 days for items driving quality shortfalls.
- Update ERP and production scheduling parameters to correct any identified delivery-window misconfigurations.
- Recap transition commitments
- All critical remediation items are either closed or have committed mitigation plans with dates.
- Clear decision on whether escalation or extra transition resources are required for stabilization.
- Updated risk register reflecting remaining open nonconformances and their business impact.
- Document and publish the 90-day performance summary with open items and revised close dates.
- Deployment and pilot validation
- Open issues burn-down
- Readiness for BAU handover
- Present 90-day aggregated performance
- Root-cause analysis for gaps
- Agree corrective actions and timelines
- Review remediation closure and outstanding risks
- Incumbent wind-down and fallback closure
- Early signals and adoption observations
- Enhancement and change-control queue
- Open issues and immediate blockers
- Next 30-day execution plan
- Remaining open issues and long-term enhancements
- Confirm timeline to next checkpoint
- Decide on additional transition support
- Agree immediate remediation actions