Resource · Checklist

Implementation checklist for your first deployment

A focused pilot can start with existing historian and process data. Use this checklist to clarify the data, the stakeholders, and the success criteria before week one.

Pre-pilot

  • Pick one unit and one operational outcome.
  • Identify the historian, DCS/SCADA, and lab/quality sources required.
  • Name the process engineer who owns the model.
  • Confirm IT/OT review path for the Intelecy Gateway.

Weeks 1–2

  • Connect data through the Intelecy Gateway.
  • Map tags and validate signal quality in Data Explorer.
  • Define healthy operating envelopes with the process team.

Weeks 3–6

  • Train the first anomaly / forecast / prescriptive model.
  • Backtest against the agreed baseline window.
  • Pilot alerts with one operator group; gather acknowledgment data.
  • Review with finance and stakeholders against pre-agreed KPIs.

Quarter 1 and beyond

  • Expand coverage to adjacent units or asset classes.
  • Promote stable recommendations to operator workflows.
  • Plan governance and approval path for closed-loop where appropriate.

Want help applying this to your plant?

Bring the unit, outcome, and one historian export — we will show how the Intelecy workflow maps to your numbers.