FIRSTVAL

03Manufacturing & Industrials

Throughput is the product.

Asset, plant and supply chain twins that connect OEE, yield and service margin to a single financial number — and agents that hold the gain across shifts.

North Star

Contribution margin per constrained hour

The value engine, end to end

Discover → Model → Twin → Agents → Govern → Compound

The same six moves we run everywhere, expressed in the physics of this industry.

01

Discover

Where is the true constraint?

Constraint and value map

02

Model

What drives yield, downtime and cost?

Causal process model

03

Twin

What if we re-sequence or re-spec?

Plant + network twin

04

Agents

Who acts within the shift?

Scheduling and maintenance agents

05

Govern

Is it safe and standard-compliant?

IEC 62443 + safety case

06

Compound

Does OEE hold?

Outcome contract + drift monitor

Where the value is

Value pools and their drivers

Before a twin is built, we agree where the money sits and what moves it.

Value pool

Asset availability

Driver

Unplanned downtime, MTBF

Measured as

Constrained hours recovered

Value pool

Yield & quality

Driver

Scrap, rework, first-pass yield

Measured as

Material and rework cost

Value pool

Supply chain

Driver

Inventory turns, expedite freight, OTIF

Measured as

Working capital released

Value pool

Aftermarket

Driver

First-time-fix, contract attach

Measured as

Service margin per install base unit

Use cases

Where value is already sitting in Manufacturing & Industrials

Each one is a number somebody already owns, a twin that models it, and an agent that moves it inside a defined authority. Filter by function.

9 use cases

Predictive maintenance

Replaces the component before it fails and not a shift earlier, using sensor drift, load history and failure genealogy across the fleet.

Moves
Unplanned downtime hours
Twin
Asset Twin
Capability
Sensor ML + survival models

Visual quality inspection

Catches the defect at the station that caused it instead of at final inspection, and feeds the cause back into the line settings.

Moves
Scrap and rework cost per unit
Twin
Production Twin
Capability
Vision models

Process parameter and yield optimisation

Finds the combination of settings that holds yield under real variation in material, ambient conditions and shift.

Moves
First-pass yield
Twin
Production Twin
Capability
Design of experiments + optimisation

Generative design screening

Screens design and material combinations against cost, performance and manufacturability before tooling is committed.

Moves
Cost per qualified design
Twin
Production Twin
Capability
Surrogate modelling

Supplier risk monitoring

Scores every supplier continuously on delivery, financial and geopolitical signal, and pre-positions the second source before a line stops.

Moves
Line-stop hours from supply
Twin
Supply Chain Twin
Capability
Multi-signal risk scoring

Supply and inventory rebalancing

Reroutes inventory to where it will actually sell or be consumed, and updates the resource plan when the assumption breaks — not at the next planning cycle.

Moves
Working capital per unit of service
Twin
Supply Chain Twin
Capability
Optimisation

Spare parts and service network planning

Positions spares against predicted failure rather than historic consumption, cutting both stockouts and dead stock.

Moves
Fill rate at inventory cost
Twin
Asset Twin
Capability
Forecasting + optimisation

Energy intensity per unit produced

Models where energy is consumed against output and schedules load to the cheapest, cleanest window without missing the promise date.

Moves
kWh per unit and cost per kWh
Twin
Production Twin
Capability
Optimisation

Site safety and near-miss detection

Reads incident reports and site imagery for the pattern behind near-misses, and closes the loop with the control that prevents them.

Moves
Recordable incident rate
Twin
Process Twin
Capability
Vision + NLP

Outcome twins

Twins, levers, features and the agents that run them

Each twin owns a set of levers. Each feature moves one lever. Each agent executes inside a defined authority.

Asset Twin

Predict failure and schedule intervention against production value, not calendars.

Levers

Unplanned downtimeMTTRSpares availability

Features

  • Failure prediction
  • Maintenance scheduling
  • Spares optimisation

Multi-agent layer

  • Maintenance Planner Agent

    Sequences work orders against constrained hours.

Process / Yield Twin

Hold the recipe at the profitable setpoint under real variation.

Levers

First-pass yieldScrapEnergy per unit

Features

  • Setpoint advisory
  • Root-cause analysis
  • Golden-batch comparison

Multi-agent layer

  • Yield Agent

    Recommends and logs setpoint moves for operator approval.

Supply Network Twin

Simulate demand, supply and logistics before committing inventory.

Levers

Inventory turnsExpedite spendOTIF

Features

  • Scenario planning
  • Allocation
  • Supplier risk

Multi-agent layer

  • Allocation Agent

    Re-allocates supply to highest-margin demand.

Service Twin

Turn the install base into predictable aftermarket margin.

Levers

First-time-fixContract attachTruck rolls

Features

  • Dispatch optimisation
  • Parts prediction
  • Service quoting

Multi-agent layer

  • Dispatch Agent

    Matches technician, part and window in one pass.

Unit economics

ROI calculator — per feature, per unit

Set your volume, switch features on or off, and move each impact to your own evidence. Everything is expressed per produced unit.

Units produced per year

2,400,000

Contribution per produced unit

$17

Per-unit contribution; use constrained-hour economics for capital-intensive lines.

Annual program investment

$3.5m

Asset Twin

VolumeOutput from recovered uptime

3.5% — Unplanned downtime converted to sellable hours.

$1.4m

annual value

Process Twin

Unit costScrap and energy

3.0% — Less variation per unit produced.

$5.1m

annual value

Supply Network Twin

Unit revenueRevenue per unit

1.5% — Supply steered to higher-margin demand.

$3.2m

annual value

Supply Network Twin

LeakageLogistics leakage

22.0% — Fewer premium freight events per quarter.

$3.7m

annual value

Service Twin

Unit costService cost per unit

1.5% — Fewer repeat visits on the install base.

$2.6m

annual value

Value by feature

Annual value contributed by each active feature at current settings.

Value and ROI vs volume

How engineered value and ROI move as units produced per year change. The marker is your current setting.

Cumulative value vs investment

Where the curve crosses the investment line is payback.

Value mix by lever

Which lever the engineered value is actually coming from.

Baseline contribution

$40.8m

Engineered annual value

$16.0m

ROI on program

357%

Payback

2.6 months

Directional model. In an engagement every number here is replaced by your measured baseline, signed off by finance, and written into the outcome contract before any agent goes live.

Scale

How this compounds from one unit to the enterprise

01

One line

Instrument the constraint, prove hours recovered.

02

One plant

Replicate to parallel lines with shared model library.

03

Network

Cross-plant allocation and one margin number.

Integrations

Domain platforms we connect

Vendor-agnostic by design. Connectors are added per engagement — no platform lock-in.

OT & MES

  • Siemens Opcenter
  • Rockwell FactoryTalk
  • AVEVA
  • PTC ThingWorx

ERP & PLM

  • SAP S/4HANA
  • Oracle
  • Infor
  • Windchill

Supply chain

  • Kinaxis
  • o9
  • Blue Yonder
  • SAP IBP

Data & cloud

  • Snowflake
  • Databricks
  • Azure IoT
  • AWS IoT SiteWise

Regulations and standards

What we are held to in this industry

Compliance is a design input, not a review gate. Every agent action is logged, attributable and reversible.

EU AI Act

Safety-component AI in machinery: conformity and oversight.

EU Machinery Regulation

Boundary between advisory agents and safety functions.

NIS2

OT cyber resilience and incident reporting.

REACH / RoHS

Material and substance traceability in decisions.

CSRD

Energy and emissions data used in optimisation must be reportable.

Standards supported

ISA-95IEC 62443OPC UAISO 9001ISO 14224ISO 50001NIST AI RMF

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