• Preliminary Assessment Form

    01 Company and Contact Information
    02 Strategic Focus
    Increase throughputImprove delivery performanceReduce scrap/reworkLower inventory levelsEnhance equipment reliabilityImprove scheduling/planning accuracy
    YesNo
    03 Process Performance & Bottlenecks
    YesNo
    YesNo
    04 Quality & Waste
    YesNo
    05 Material Flow & Inventory
    StockoutsOverstockingNeither
    ERPSpreadsheet-basedKanban
    06 Planning & Scheduling
    ERP/MRPManual or spreadsheets
    07 Workforce & Resource Deployment
    YesNo
    YesNo
    08 Systems & Reporting
    OEEDowntimeYield/ScrapSchedule AdherenceOn-Time DeliveryInventory TurnsFirst-Pass YieldMaintenance MTBF/MTTRNone of the above
    09 Upload Optional Supporting Reports

    Essential (Required for Preliminary Assessment)

    Provide documents in the following categories:

    • OEE Reports
    • Production Throughput Reports
    • Scrap and Rework Reports
    • Downtime Logs
    • Inventory Reports
    • Lead Time and On-Time Delivery Performance Reports
    • Production Schedule vs. Actual Performance
    Attach Essential File(s)

    Nice to Have (Adds Depth, Helps Shape Direction)

    Provide additional documents in the following categories:

    • Process Flow Diagrams / Value Stream Maps
    • Maintenance Metrics Reports
    • Changeover Time Studies
    • Quality Cost Reports
    • Work Instructions / SOPs
    • Workforce Training Matrix
    • ERP/MRP Scheduling Snapshots
    • Cycle Count Accuracy Reports
    • Improvement Project History
    Attach Nice-to-Have File(s)
    10 Additional Comments

    Thank you. The more information provided, the higher the level of accuracy and detail will be provided. Upon submission, an i3 Consulting expert will review your responses and reach out to schedule a preliminary consultation.

    Our AI-enabled analysis supports, but does not replace, expert human review. All recommendations are validated by experienced consultants prior to delivery.

    01 Company and Contact Information
    02 Strategic Focus
    Increase system throughputImprove asset reliabilityReduce maintenance costsLower inventory or material management costsImprove scheduling and crew utilizationEnhance outage response or restoration timeImprove planning/scheduling accuracyReduce equipment downtimeMeet regulatory compliance targets more efficiently
    YesNo
    03 Asset and Infrastructure Management
    Power Generation PlantTransmission Lines (Electric or Gas)SubstationsDistribution Networks (Electric or Gas)Compressor or Pumping StationsRenewable Energy Assets (Solar, Wind, Hydro)Storage Facilities (e.g., LNG, battery storage)
    YesNo
    PreventivePredictiveRun-to-failureMixed approach
    YesNo
    04 Operations & System Performance
    Average SAIDI: Average SAIFI:
    Average unaccounted-for gas % (UFG):
    YesNo
    YesNo
    YesNo
    05 Work Management & Scheduling
    YesNo
    Geographic regional teamsCentralized crews dispatched dailyCombination
    YesNo
    Planned Maintenance Work: Emergency/Reactive Work:
    06 Materials, Inventory, and Procurement
    YesNo
    Historical usageScheduled PM plansManual estimation
    YesNo
    07 Financial and Regulatory Context
    YesNo
    YesNo
    08 System and Process Maturity
    Corrective MaintenancePreventive MaintenanceProject Planning and ExecutionOutage RestorationEmergency ResponseContractor Management
    YesNo
    Fully integratedPartially implementedNo integration
    09 Upload Optional Supporting Reports

    Essential (Required for Preliminary Analysis)

    Attach Essential File(s)

    Nice to Have (Adds Depth, Helps Shape Direction)

    Attach Nice-to-Have File(s)

    Thank you. Upon submission, an i3 Consulting expert will review your responses and reach out to schedule a preliminary consultation.

    Our AI-enabled analysis supports, but does not replace, expert human review. All recommendations are validated by experienced consultants prior to delivery.

    01 Company and Contact Information
    02 Strategic Focus
    Increase production throughputImprove asset reliability and uptimeReduce maintenance costsReduce unplanned downtime and outagesImprove process yields and conversion ratesOptimize energy usage and costImprove turnaround/outage planning and executionLower inventory and WIP levelsMeet regulatory/compliance targets more efficiently
    YesNo
    03 Facility and Process Overview
    Oil RefiningChemical Manufacturing (Batch)Chemical Manufacturing (Continuous)Gas ProcessingPetrochemical ProductionSpecialty Chemicals
    Primarily batchPrimarily continuousHybrid
    YesNo
    04 Asset and Equipment Management
    Distillation TowersReactorsHeat ExchangersPumps/CompressorsPiping & ValvesInstrumentationBoilers/Furnaces
    PreventivePredictiveRun-to-FailureCombination
    05 Production & Process Efficiency
    06 Turnarounds & Shutdown Planning
    AnnuallyEvery 2-3 years4+ years
    07 Materials & Supply Chain
    08 Workforce Deployment
    Full-timeContractMixed
    09 Upload Files
    Attach Essential File(s)
    Attach Nice-to-Have File(s)
    01 Company and Contact Information
    02 Strategic Focus
    Increase ore throughputImprove equipment availability and reliabilityReduce maintenance costsReduce unplanned downtimeImprove processing plant recovery ratesOptimize material handling/logisticsImprove planning/scheduling accuracyLower inventory carrying costs
    YesNo
    03 Mine Type and Operation Profile
    Open-Pit MineUnderground MineSurface Mining (e.g., quarry, strip)Processing/Concentration PlantSmelting or RefiningMaterial Handling/Logistics Hub
    Owner-OperatedContractor-OperatedHybrid (mix of owner and contractor crews)
    04 Equipment and Asset Management
    Haul TrucksLoaders / Shovels / ExcavatorsDrills (Blast Hole, Exploration)CrushersConveyorsProcessing Plant Equipment (mills, flotation cells, thickeners)Support Equipment (graders, dozers, water trucks)
    YesNo
    YesNo
    Preventive Maintenance (PM) ProgramPredictive Maintenance (PdM)Run-to-FailureCombination
    YesNo
    05 Production and Processing Operations
    DailyMultiple blasts per weekWeekly or less frequent
    Well-defined and controlledPartially controlledMinimal blending control
    06 Material Handling and Logistics
    Truck and shovelConveyor and crushing circuitsRail/Truck Offsite Transport
    YesNo
    07 Workforce Deployment and Scheduling
    Owner-operator crewsContractor crewsMixed
    YesNo
    Well-establishedPartially implementedMinimal formal training
    08 Systems, Technology, and Data Management
    ERP (e.g., SAP, Oracle)Maintenance Management System (e.g., SAP PM, Pronto, AMT)Fleet Management System (e.g., Modular, MineStar)Dispatch or Load Optimization SystemDigital Work Orders (Mobile Devices)Real-time Equipment Health Monitoring
    Automated and Real-timeManual entry and periodic reportingHybrid
    YesNo
    09 Financial and Safety Context
    MaintenanceFuel/PowerLaborConsumables (e.g., explosives, reagents)Contract Services
    ImprovingStableDeteriorating
    10 Upload Optional Supporting Reports

    Essential (Required for Preliminary Analysis)

    Provide documents in the following categories:

    • Production Reports (tons mined, tons processed, recovery rates)
    • Equipment Availability and Utilization Reports
    • Maintenance Work Order History and Backlog Reports
    • Maintenance KPIs (MTBF, MTTR, schedule compliance)
    • Crushing and Processing Throughput Logs
    • Fuel Consumption Reports (Fleet Efficiency)
    • Safety Incident Reports and LTIFR/TRIFR Trends
    Attach Essential File(s)

    Nice to Have (Adds Depth, Helps Shape Direction)

    Provide additional documents in the following categories to add depth to the assessment:

    • Blasting Performance Reports (fragmentation analysis, drill and blast costs)
    • Ore Grade Control/Blending Reports
    • Contractor Productivity Reports
    • Cycle Time Studies (truck haulage)
    • Load Factor Analysis Reports
    • Downtime Cause Analysis (Pareto of major downtime categories)
    • Recent Process Improvement Project Summaries
    Attach Nice-to-Have File(s)
    11 Additional Comments / Observations
    our Methodology

    Identify

    We meticulously analyze how organizations navigate the demands of a fast-paced world, identifying the strategies that set the pace for relevance and competitiveness. This process allows us to pinpoint key opportunities within the organization, culminating in the development of a business optimization plan designed for sustained improvement.

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    our Methodology

    Innovate

    Our focus on innovation involves crafting optimized processes tailored to your organizational structure. These processes not only align with leadership's expectations but also maximize your organization's capacity to meet strategic objectives. This tailored approach ensures that the innovation is not just a concept but a practical enhancement to your overall operational efficiency.

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    our Methodology

    Implement

    With a commitment to being Streamlined, Targeted, and Effective, our unique approach ensures early adoption and addresses the six key elements of sustainability. We drive engagement throughout the organization, supported by a detailed implementation and change management plan. This structured approach guarantees a sustainable implementation, fostering a culture of adaptability and improvement.

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    Contact Us

    Contact us to find out how our business process optimization services can benefit your company

    questions? call us today
    307-316-4656

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