| 1 | Define the Transport Requirement | Document payload, load dimensions, pickup and drop-off points, travel distance, floor conditions, gradients, aisle width, and required moves per hour. | Common industrial payload classes range from approximately 100 kg to more than 1,000 kg. Required capacity should normally include a 15%–25% operating margin. | Underspecification can cause missed deliveries, safety risks, and premature replacement. Overspecification increases capital cost and reduces utilization. | Process map, SKU/load list, route survey, floor inspection, and a measured baseline of current transport volume. |
| 2 | Compare Total Acquisition Cost | Include the vehicle, navigation hardware, fleet software, chargers, safety equipment, installation, site preparation, integration, commissioning, training, taxes, and shipping. | For industrial projects, integration and commissioning can add roughly 15%–40% to equipment purchase cost, depending on site complexity and interfaces. | A low equipment quotation may become expensive after software licenses, network upgrades, engineering work, and acceptance testing are added. | Itemized quotation, installation scope, software license terms, shipping responsibilities, and a written acceptance-test plan. |
| 3 | Calculate Five-Year TCO | Use: TCO = purchase and integration cost + energy + labor + maintenance + spare parts + software + facility changes + downtime − residual value. | A practical review period is 5 years. Annual maintenance and support are often budgeted at approximately 3%–8% of equipment capital cost, excluding major damage. | TCO exposes recurring costs that are not visible in the initial purchase price and enables comparison with manual labor or conventional vehicles. | Five-year cost model with sensitivity cases for labor rates, utilization, energy prices, battery replacement, and downtime. |
| 4 | Measure Throughput and Utilization | Verify sustained moves per hour, average cycle time, empty travel, waiting time, loading time, traffic delays, and peak-hour demand. | For a representative route, calculate throughput from actual cycle time rather than catalog speed. A utilization target of approximately 60%–80% leaves capacity for variability and growth. | High theoretical speed does not guarantee high output if vehicles queue at stations, doors, elevators, or charging points. | Site simulation, time-study data, peak-shift test, and documented performance under representative load conditions. |
| 5 | Evaluate Battery and Charging Strategy | Compare opportunity charging, battery swapping, and scheduled charging. Check operating hours, charging time, usable battery capacity, ambient temperature, and charging-space requirements. | Industrial battery service life commonly varies from approximately 2–5 years, depending on chemistry, depth of discharge, temperature, and charging practice. | Charging downtime, spare batteries, chargers, ventilation, and battery disposal can materially affect labor savings and facility cost. | Battery warranty, expected cycle life, charging profile, replacement price, charging-failure procedure, and end-of-life recycling plan. |
| 6 | Set Service and Uptime Requirements | Define preventive-maintenance intervals, remote diagnostics, response time, repair time, spare-parts availability, local technicians, and escalation procedures. | For material-handling automation, an availability objective of approximately 95%–99% may be appropriate, depending on process criticality and redundancy. | One hour of downtime should be valued using lost production, delayed shipments, overtime, recovery labor, and customer-service effects. | Service-level agreement, regional support coverage, parts lead times, maintenance checklist, uptime definition, and escalation contacts. |
| 7 | Check Safety and Compliance | Assess speed limits, obstacle detection, emergency stops, warning signals, pedestrian interaction, rack and door interfaces, risk assessment, and local regulatory requirements. | Safety performance should be validated in the actual operating environment; nominal sensor range or speed alone is not sufficient evidence. | Insufficient safety design can increase injury risk, project delays, insurance exposure, and retrofit cost. | Application-specific risk assessment, safety validation records, operating manuals, training plan, and conformity documentation applicable to the destination market. |
| 8 | Verify Software and Integration | Review interfaces with warehouse, manufacturing, enterprise, conveyor, door, lift, barcode, and access-control systems. Confirm data ownership and cybersecurity responsibilities. | Integration effort can range from several weeks for a standardized pilot to several months for multi-system, multi-site deployment. | Closed interfaces may create recurring customization fees, slow future expansion, and increase dependency on a single solution provider. | API documentation, integration architecture, cybersecurity controls, user permissions, data-export capability, license model, and change-management process. |
| 9 | Plan for Scalability and Flexibility | Determine how additional vehicles, routes, sites, shifts, payload types, and workflows will be added without redesigning the entire system. | A scalable deployment should support phased expansion, such as a pilot followed by additional vehicle groups, while maintaining centralized fleet visibility. | Modular expansion reduces the risk of overbuying at launch and helps align capital expenditure with proven operational demand. | Expansion pricing, fleet-size limits, site licensing, multi-site architecture, spare capacity, route-editing tools, and compatibility policy. |
| 10 | Validate ROI with a Pilot | Compare current labor, transport time, errors, damage, safety incidents, and throughput with measured pilot results. Include training and change-management effort. | Many automation business cases target a simple payback period of approximately 2–4 years, but the result depends heavily on utilization, labor cost, uptime, and integration expense. | A pilot reduces technical and financial uncertainty before a full rollout and identifies process changes needed for sustainable benefits. | Baseline-versus-pilot KPI report, agreed success criteria, acceptance test, operator feedback, total cost update, and implementation risk register. |