Phase 1 — Site Assessment

Site assessment happens 4–8 weeks before robot arrival. Failures discovered during this phase cost days to fix. Failures discovered after robot arrival cost weeks.

  • Floor flatness: Measure floor flatness at robot operating positions using a digital level or laser scanner. Target ≤3 mm/m deviation (equivalent to F-number Ff35). Many warehouses have floor settlements near loading docks that exceed this threshold. Out-of-spec floors require grinding or leveling compound treatment.
  • Floor load rating: Verify the floor's distributed load rating (kN/m²) can support the robot's footprint load. A 500 kg robot arm on a 0.3 m × 0.3 m base plate creates a point load of approximately 55 kN/m² — most industrial concrete floors (200 mm slab, 30 MPa concrete) handle this, but verify with your facilities engineer.
  • Electrical capacity: Robot arms and AGVs typically require 480V 3-phase power with a 20–60A circuit per robot. Verify available capacity at the nearest electrical panel and request a load study if adding >20 kW of robot power to an existing circuit.
  • WiFi coverage: Scan signal strength at all robot operating positions. Target ≥−65 dBm RSSI with <2% packet loss at 2.4 GHz and 5 GHz. Poor WiFi is the most common cause of remote monitoring and OTA update failures. Add access points before robot deployment, not after.
  • Inventory flow analysis: Map the current inventory flow and identify the 20% of SKUs that represent 80% of picks (Pareto analysis). Start the pilot with these high-volume SKUs to demonstrate ROI quickly.

Phase 2 — System Integration

Integration work begins 2–4 weeks before pilot start. These integrations have long tails — plan for 2× your estimated time:

  • WMS integration: Identify the specific WMS API endpoints required: pick list retrieval, task acknowledgment, exception reporting, and inventory adjustment. Most WMS vendors provide a REST API or EDI interface. Allow 2–4 weeks for WMS vendor cooperation and testing.
  • Pick list API: Define the pick list format — item ID, source location, destination location, quantity, priority, and any special handling flags. Validate with 1,000 historical pick orders to catch edge cases (missing items, partial picks, kit picks).
  • Conveyor interface: If robots hand off to conveyors or sorters, define the handoff protocol: are packages placed at specific positions? Is there a ready signal? What happens when the conveyor is backed up?
  • Existing automation handoff: Map all points where the robot must interact with existing automation (label printers, scales, wrapping machines). Each interface requires testing under fault conditions — what happens if the scale is busy or the printer is out of paper?

Phase 3 — Safety Setup

Safety setup must be complete and verified before any operator works near the robot. See the Robot Safety Risk Assessment Guide for the full assessment process.

  • Risk assessment complete and signed: Written risk assessment covering all operational tasks, with residual risk documented and accepted.
  • Safety zones marked: Floor marking with high-visibility tape for the robot's maximum reach zone, the collaborative speed boundary, and pedestrian walkways. Permanent floor markings (epoxy paint) are required for production environments.
  • Light curtains installed and tested: Safety light curtains at all human entry points to the robot's operational zone. Test each curtain by interrupting the beam and verifying robot stop in <100 ms.
  • Operator training certified: All operators who will work near the robot must complete and pass the safety training program before Phase 4 begins.
  • Emergency procedures posted: Laminated emergency stop and fault recovery procedures posted at every operator workstation in the robot area.

Phase 4 — Pilot

The pilot is your proof-of-concept. Scope it conservatively — proving value on a small scope is far better than a chaotic full-scale pilot:

  • Scope: Start with 10% of SKUs — specifically the highest-volume, most-uniform items. Complex items (irregularly shaped, fragile, multiple orientations) are added in later phases.
  • Schedule: Run 1 shift only during the pilot. This allows your team to monitor closely and respond to issues before they compound.
  • 30-day target metrics: The pilot is successful if you achieve: >95% pick accuracy (measured by QA sampling), >90% uptime (percentage of scheduled shift time the robot is operational), and <2 min MTTR for the most common error types (barcode misread, gripper drop, jam).
  • Daily review meeting: 15-minute daily standup to review the previous shift: top failure modes, any safety incidents, integration issues, and operator feedback. Capture action items with owners and due dates.

Phase 5 — Expansion

  • Phased SKU rollout: Add SKUs to the robot's task list in batches of 10–20%, validating pick accuracy for each batch before proceeding. Each new SKU may require policy updates, gripper changes, or camera calibration adjustments.
  • Operator ratio target: Aim for 1 human operator per 10 robots for supervision and exception handling. Below this ratio (more operators per robot) indicates the robot is too unreliable for the current task mix.
  • 90-day review: Conduct a formal 90-day review with stakeholders covering: actual vs. projected ROI, failure mode analysis, operator feedback, and the Phase 6 expansion plan.

Go-Live Criteria Checklist

CriteriaTargetVerified?
Pick accuracy (30-day average)≥98%Yes / No
Robot uptime (30-day average)≥95%Yes / No
MTTR for common faults<2 minutesYes / No
Safety risk assessment signedCompleteYes / No
Operator training certified (all staff)100%Yes / No
WMS integration validated (1000+ transactions)No errorsYes / No
Emergency procedures tested and postedCompleteYes / No
Rollback plan documentedCompleteYes / No

Common Failure Modes in the First 90 Days

Failure ModeFrequencyRoot CauseMitigation
Grasp failure on new SKU packagingHighPolicy not trained on packaging variantSKU pre-approval process before adding to robot
WMS timeout during peak hoursMediumWMS API rate limits or server loadImplement local task queue with WMS async sync
Conveyor backup causing robot stopMediumDownstream flow not matched to robot throughputAdd buffer conveyor section, robot speed throttling
Operator bypasses safety zoneLowUrgency + inconvenient zone placementRelocate zone access point, reinforce training
WiFi dropout during robot motionLowDead spot in coverageAdd AP or use wired Ethernet to robot controller

ROI Tracking Template

MetricBaseline (Pre-Robot)Month 1Month 3Month 6
Picks per hour (total)
Labor cost per pick ($)
Pick error rate (%)
Operator headcount
Robot operating cost/month ($)N/A