Self-Service Portal Concept for Production Equipment

Endress+Hauser Flowtec AG
July 7, 2024 by
Self-Service Portal Concept for Production Equipment
Rainer Tolksdorf (CH)

Concept for the Realization of a Portal with knowledge database, documentation and fault messages for production equipment. Systems used: Sharepoint, OPRA/SAP, Matrix42 
(reference in the release process).

Customer Satisfaction, Feedback

  • In the approval process


Customer benefit and goal

For faster and more cost-effective maintenance and troubleshooting of self-made production equipment, users and process managers should be able to rectify faults themselves wherever possible and maintain the equipment more effectively. 


Initial Situation

Previously, engineers from the development teams were usually deployed to rectify faults, which reduced their capacity for other important development projects and led to uncertainties and delays in other projects.


Concept for the Solution

Process owners, users and maintenance personnel of production equipment should be able to use Matrix 42 

  • to create support / fault tickets and
  • an optional knowledge base with initial self-help tips and
  • Links to an ergonomic self-service SharePoin to be created
  • with space for further documents in accordance with the Equipment Directive
  • Maintenance information from SAP/OPRA and
  • current equipment documentation.

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Methods and tools used

  • Quick-Check
  • SCRUM, the first sprint is the creation of the backlog
  • LeanTime for recording the business epic, backlog and scheduling of concept creation


Project Contribution and Role

  • Interviews and creation of the Concept, Reports
  • Innovation Engineering 
  • Project Management


Final Result

The concept was created on time in regular exchange with the client and the parties involved. Info on the realization: https://tolksdorf.digital/blog/referenzen-business-epics-3/realisierung-self-service-portal-betriebsmittel-in-der-produktion-11


Contact the Reference

  • On request.


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