Explore the company, then look closer at a person, machine or procedure. Every company and person here is fictional. Every figure is example data.
Edgerton / Sample assessment
Fictional sample assessment
Meridian Managed ITwith Automated Edge
Edgerton assessment report
Prepared for Ironvale Precision From you
Manufacturer (MSP client) sample report: where the time goes, and the agents that could give some of it back
Ironvale's 22 measured people spend about 53 hours a week on 12 repeated procedures that mostly move order and job information between the ERP, email and spreadsheets. 11 read-only agents could take an estimated 23 to 33 of those hours.
Assessment window10 business daysObserved
Sample scope22 people · 22 machines · 4 teamsSites: Plant and officeObserved
Prepared byMeridian Managed ITDelivered with Automated Edge
Not measured: The shop floor terminals and machine controllers were not measured. This report covers the 22 office computers only.
53 h/wkspent on 12 repeated procedures todayObserved
23 to 33 h/wk11 agents could take, by reading and preparingEstimate
1,222/wktimes information is copied by hand between programsObserved
Meridian Managed ITwith Automated Edge
Edgerton / Assessment
The current picture
Where things stand now.
Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.
F1Observed
People are the connection between the programs.
Order, job and part information is copied by hand from one program to another 1,222 times a week.
Copy-and-paste events between programs, counted across 22 computers: how many, and from which program to which.Explore the record ↗
F2Observed
The front office rarely gets a long stretch.
A typical uninterrupted stretch in the front office is 6 minutes. Across the company, people change windows about 111 times a day.
The plant manager approves about 12 schedule changes a week, taken in the order the requests arrived rather than by due date.
Change requests and approvals by time of day, on one computer.Explore the record ↗
F8ObservedFrom you
A few programs nobody signed off on.
4 programs in use are not on Ironvale's official list, including a free PDF editor on three computers. One computer still runs Windows 10.
Programs seen in use, compared with the list Meridian keeps for Ironvale; operating system per computer.Explore the record ↗
Share of active time.
Observed
Email and messaging
28%
Spreadsheets and documents
27%
ERP
26%
CAD and drawings
11%
Websites
4%
CNC programming
4%
Share of active time across all 22 computers.
Where information is copied by hand.
Observed
1,222 copies a week. The biggest flow is from spreadsheets into the ERP: 330 a week, most of it customer purchase orders checked against the quote and then typed in (270 a week).
Excel → ERP330 / wk
Excel → Outlook215 / wk
Word → Outlook174 / wk
Supplier portals → ERP140 / wk
PDF reader → ERP120 / wk
Outlook → ERP70 / wk
ERP → Outlook60 / wk
CAD and PDM → ERP60 / wk
ERP → Excel45 / wk
Outlook → ConnectWise PSA8 / wk
1,107 inside named procedures; 115 outside them.
Meridian Managed ITwith Automated Edge
Edgerton / Assessment
Who does the work
Teams. Different rhythms.
Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.
The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed
Front office and customer service
5 people · 5 machines Observed
Quotes, sales orders and customer questions. Customer email sets the pace; quotes are built in the gaps between order questions.
7am5pm
Engineering
6 people · 6 machines Observed
Drawings, routings, CNC programs and engineering changes. Longer stretches in CAD, broken up by quote and change requests from the office.
7am5pm
Production scheduling and purchasing
6 people · 6 machines Observed
The production schedule and buying material. Earliest start in the building: the schedule is reworked before the first shift is fully running.
7am5pm
Shipping and quality
5 people · 5 machines Observed
Receiving, inspection records, certificates and shipments. Receiving in the morning, shipping paperwork in the afternoon before the carrier pickup.
7am5pm
Meridian Managed ITwith Automated Edge
Edgerton / Assessment
Your procedures
Name the repeated work.
These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.
12 procedures · 53.2 hours a week · 213 hours a month Observed
S01 · Front office and customer serviceQuoting RFQs from customer drawings22 runs / wk · 9.2 h / wk ⌄
22 / week88 / month
25 min / run9.2 h / week · 36.7 h / month
5 copies / run110 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findOpen the RFQ email and the drawingsOutlook
findCheck the drawing revision and any past jobs for the partCAD and PDM
prepareBuild the quote in the quote spreadsheetExcel
sendEmail the quote to the customerOutlook
Systems touched
CAD and PDM · Excel · Outlook
Who does it
8 of 22 runs / wk
8 of 22 runs / wk
4 of 22 runs / wk
2 of 22 runs / wk
Where it breaks
Past jobs for the same part are found by searching old quote spreadsheets by part number.
1 in 5 RFQs in the window was for a part Ironvale had quoted before.
Proposed agent
Quote Prep · Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Stays with people: Pricing the quote and sending it.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S02 · Front office and customer serviceEntering sales orders into the ERP45 runs / wk · 6 h / wk ⌄
45 / week180 / month
8 min / run6 h / week · 24 h / month
6 copies / run270 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findOpen the customer's purchase orderOutlook
prepareCheck it against the quoteExcel
enterEnter the order in the ERPERP
Systems touched
ERP · Excel · Outlook
Who does it
19 of 45 runs / wk
19 of 45 runs / wk
7 of 45 runs / wk
Where it breaks
Customer purchase orders arrive as PDFs in each customer's own layout.
1 in 9 orders was edited within a day of entry to fix a price or a drawing revision.
Proposed agent
Order Check · Reads each customer purchase order and lines it up against the quote.
Stays with people: Entering the order in the ERP.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S03 · Front office and customer serviceAnswering "where's my order?" emails60 runs / wk · 5 h / wk ⌄
60 / week240 / month
5 min / run5 h / week · 20 h / month
1 copies / run60 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findRead the customer's questionOutlook
findLook up the order and its job statusERP
sendReply to the customerOutlook
Systems touched
ERP · Outlook
Who does it
18 of 60 runs / wk
18 of 60 runs / wk
12 of 60 runs / wk
6 of 60 runs / wk
6 of 60 runs / wk
Where it breaks
When the ERP date looks out of step with the floor, the answer waits on a Teams message to a scheduler.
Proposed agent
Order Status Answers · Drafts the answer to a customer's "where's my order?" from the job's actual status.
Stays with people: Reading the draft and sending it.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S04 · Production scheduling and purchasingUpdating the production schedule15 runs / wk · 5 h / wk ⌄
15 / week60 / month
20 min / run5 h / week · 20 h / month
4 copies / run60 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findPull open jobs and machine loadsERP
prepareRework the schedule spreadsheetExcel
enterUpdate the job dates in the ERPERP
Systems touched
ERP · Excel
Who does it
8 of 15 runs / wk
7 of 15 runs / wk
Where it breaks
The schedule is rebuilt in a spreadsheet each morning, then the new dates are typed back into the ERP.
Proposed agent
Schedule Prep · Lays out open jobs against machine loads and due dates each morning.
Stays with people: Changing the schedule and updating the dates in the ERP.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S05 · Production scheduling and purchasingApproving schedule changes12 runs / wk · 1.6 h / wk ⌄
12 / week48 / month
8 min / run1.6 h / week · 6.4 h / month
0 copies / run0 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findRead the change requestOutlook
findCheck the job's load and due dateERP
decideApprove it or send it backOutlook
Systems touched
ERP · Outlook
Who does it
12 of 12 runs / wk
Where it breaks
Requests arrive by email and Teams and are worked in the order they arrive, not by due date.
Proposed agent
Schedule Change Queue · Keeps one list of schedule change requests, ordered by due date, with each job's load and customer promise date.
Stays with people: Every approval.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S06 · Production scheduling and purchasingRaising purchase orders for material35 runs / wk · 5.8 h / wk ⌄
35 / week140 / month
10 min / run5.8 h / week · 23.3 h / month
4 copies / run140 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findCheck material shortages on open jobsERP
findCompare price and lead time on the supplier portalsSupplier portals
enterEnter the purchase order in the ERPERP
Systems touched
ERP · Supplier portals
Who does it
14 of 35 runs / wk
14 of 35 runs / wk
7 of 35 runs / wk
Where it breaks
Lead times are checked on each supplier's portal one at a time.
Proposed agent
Material Buy List · Lists the material short on open jobs, with price and lead time from each supplier portal.
Stays with people: Choosing the supplier and entering the purchase order.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S07 · Shipping and qualityReceiving and inspection records40 runs / wk · 4.7 h / wk ⌄
40 / week160 / month
7 min / run4.7 h / week · 18.7 h / month
3 copies / run120 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findMatch the packing slip to the purchase orderERP
prepareCheck the material cert against the drawing's requirementPDF reader
enterRecord the receipt and inspectionERP
Systems touched
ERP · PDF reader
Who does it
20 of 40 runs / wk
13 of 40 runs / wk
7 of 40 runs / wk
Where it breaks
Material certs arrive by email as PDFs and are saved to a shared folder by hand.
Proposed agent
Receiving Check · Matches each delivery to its purchase order and reads the material cert against the drawing's requirement.
Stays with people: Inspecting the material and recording the receipt.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S08 · Shipping and qualityCertificates of conformance30 runs / wk · 4.5 h / wk ⌄
30 / week120 / month
9 min / run4.5 h / week · 18 h / month
5 copies / run150 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findPull the job's material certs and inspection resultsERP
prepareFill in the certificate of conformanceWord
sendEmail it with the shipment paperworkOutlook
Systems touched
ERP · Outlook · Word
Who does it
12 of 30 runs / wk
12 of 30 runs / wk
6 of 30 runs / wk
Where it breaks
The certs checked at receiving are looked up again at shipping.
Proposed agent
Shipment Paperwork · Assembles the certificate of conformance and the packing list for each shipment from the job's records.
Stays with people: Checking, signing and sending them.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S09 · Shipping and qualityPacking lists and shipping paperwork35 runs / wk · 3.5 h / wk ⌄
35 / week140 / month
6 min / run3.5 h / week · 14 h / month
3 copies / run105 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findPull the shipment's order linesERP
prepareBuild the packing listExcel
sendEmail the paperwork to the customerOutlook
Systems touched
ERP · Excel · Outlook
Who does it
18 of 35 runs / wk
17 of 35 runs / wk
Where it breaks
Packing lists are rebuilt in Excel from the ERP's order lines, most of them in the hour before the carrier pickup.
Proposed agent
Shipment Paperwork · Assembles the certificate of conformance and the packing list for each shipment from the job's records.
Stays with people: Checking, signing and sending them.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findFind the revised drawing and what changedCAD and PDM
findCheck open jobs and stock on the old revisionERP
prepareWrite the change noticeWord
sendEmail it to production and purchasingOutlook
Systems touched
CAD and PDM · ERP · Outlook · Word
Who does it
3 of 6 runs / wk
3 of 6 runs / wk
Where it breaks
Working out which open jobs and stock use the old revision is the longest step.
Proposed agent
Change Notice Drafts · Works out which open jobs, stock and purchase orders use the old revision of a changed drawing.
Stays with people: Approving the notice and sending it.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S11 · Front office and customer serviceRaising IT requests with Meridian8 runs / wk · 0.8 h / wk ⌄
8 / week32 / month
6 min / run0.8 h / week · 3.2 h / month
1 copies / run8 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findLook for an open ticket on the same problemConnectWise PSA
prepareWrite up the problem with a screenshotOutlook
enterSubmit the request in the ticket portalConnectWise PSA
Systems touched
ConnectWise PSA · Outlook
Who does it
2 of 8 runs / wk
2 of 8 runs / wk
2 of 8 runs / wk
1 of 8 runs / wk
1 of 8 runs / wk
Where it breaks
1 in 4 requests in the window was for a problem that already had an open ticket.
Proposed agent
IT Request Helper · Checks Meridian's open tickets before a new IT request is raised and drafts the request.
Stays with people: Submitting the request.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
S12 · EngineeringBuilding routings for new parts10 runs / wk · 4.2 h / wk ⌄
10 / week40 / month
25 min / run4.2 h / week · 16.7 h / month
6 copies / run60 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findOpen the approved drawing and its revisionCAD and PDM
findFind a similar past part's routingERP
enterEnter the routing and bill of materialsERP
Systems touched
CAD and PDM · ERP
Who does it
3 of 10 runs / wk
3 of 10 runs / wk
2 of 10 runs / wk
2 of 10 runs / wk
Where it breaks
New routings start from a similar past part, found by searching the ERP or from memory.
Proposed agent
Routing Drafts · Finds the closest past part for a new drawing and lays out its routing and bill of materials.
Stays with people: Setting the routing and entering it in the ERP.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Meridian Managed ITwith Automated Edge
Edgerton / Assessment
The proposed agents
One agent per job.
An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.
A1
Front office and customer service · proposed read-only agent
Quote Prep
Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Reads
Microsoft 365Standard connection
CAD and PDMBuilt with you
ERPBuilt with you
Produces in Switchboard
A quote worksheet per RFQ, with past jobs and their costs laid out next to the drawing.
Production scheduling and purchasing · proposed read-only agent
Schedule Change Queue
Keeps one list of schedule change requests, ordered by due date, with each job's load and customer promise date.
Reads
Microsoft 365Standard connection
ERPBuilt with you
Produces in Switchboard
A change queue with the facts for each request.
Stays with people
Every approval.
Procedures
People it could help
EstimateNot sizedThe gain is order, not time: the plant manager still decides every change. What changes is that the most urgent ones come first.See method ↗
A6
Production scheduling and purchasing · proposed read-only agent
Material Buy List
Lists the material short on open jobs, with price and lead time from each supplier portal.
Reads
ERPBuilt with you
Supplier portalsBuilt with you
Produces in Switchboard
A buy list per supplier, shortest lead times and nearest due dates first.
Stays with people
Choosing the supplier and entering the purchase order.
Built with youNot a standard connection today. Scoped and built as a new integration, using the vendor's supported access.
10 agents
CAD and PDM
Drawings, models and revision history
Built with youNot a standard connection today. Depends on the vendor's supported access.
3 agents
Supplier portals
Material prices, stock and lead times
Built with youNot a standard connection today. Scoped supplier by supplier.
1 agents
ConnectWise PSA
Meridian's service tickets for Ironvale
Standard connectionA connection we already support. This is Meridian's own ticket system.
1 agents
What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.
30 programs in use ·26 on the official list ·4 not on the list ObservedFrom you
How the system learns the business.
An agent is only useful if it knows how Ironvale works. The assessment is where that starts.
1 / Connect
Connect
We connect the systems the agents need to read, with the access you agree.
Microsoft 365
The ERP, through the vendor's supported access
The CAD and PDM system
The supplier portals the buyers use
Meridian's ticket system, for IT requests
2 / Create the skills and context
Create the skills and context
We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.
One skill for each of the 12 procedures in the catalogue
Context: customers, part numbers and revisions, materials, machines and the quoting rules
The certificate of conformance and change notice templates, one version of each
3 / Train
Train
We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.
A session per team: Front office, Engineering, Scheduling and purchasing, Shipping and quality
Sessions fitted around shift start and the afternoon carrier pickup
Agents run on EdgeKeeper, the dedicated server Automated Edge manages for Meridian
Meridian Managed ITwith Automated Edge
Edgerton / Assessment
Estimates / the business case
Time back, with the method visible.
Estimated time is capacity your team gets back, not guaranteed cash savings.
Today Observed53.2 h / wk
Agents could take Estimate23–33 h / wk
Across 48 working weeks Estimate1,100–1,600 h / year
Agent
Today h/wk
Could take h/wk
Year hours
Quote Prep
9.2
5.5–7.3
260–350
Order Check
6
1.8–3
90–140
Order Status Answers
5
3–4
140–190
Schedule Prep
5
1.5–2.5
70–120
Schedule Change Queue
1.6
Not sized
Not sized
Material Buy List
5.8
1.7–2.9
80–140
Receiving Check
4.7
1.4–2.3
70–110
Shipment Paperwork
8
4.8–6.4
230–310
Change Notice Drafts
3
1.8–2.4
90–120
Routing Drafts
4.2
1.2–2.1
60–100
IT Request Helper
0.8
0.2–0.4
10–20
Total
53.2
23–33
1,100–1,600
Estimate Value of time, not cash savings or ROI
Current procedure time: $115,000 / year
Proposed agent time back: $50,000–$72,000 / year
All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.
Where the estimated time sits.
Estimate
Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.
Front office and customer service
9.1–12.8 h / wk
Engineering
4.1–5.9 h / wk
Production scheduling and purchasing
3.6–6.0 h / wk
Shipping and quality
6.3–8.9 h / wk
The method
For each procedure, multiply the runs a week by the typical minutes a run. That gives hours a week today.
Classify each procedure by its last step. Read and report: the result is an update or reply a person sends. Read, then enter: the result is typed into a system. Decide: the result is an approval.
Assume an agent takes 60% to 80% of a read-and-report procedure and 30% to 50% of a read-then-enter procedure. Decide procedures get no hours. The rest stays with a person: checking, deciding, entering and sending.
Multiply by 48 working weeks for a year, and by $45 an hour for a value. Both are placeholders you can change.
Not counted
Schedule Change Queue: the gain is timing, not time.
115 hand copies a week that happen outside the named procedures.
Time lost to constant window changes. It is real, but an agent does not fix it directly.
The entering and sending that stays with people: about 20 to 30 hours a week. Removing it means a build that writes to your systems, scoped with you and a business case.
Any cost. This is the value of time, not a return on investment. The proposal sets it against the cost to build and run.
Meridian Managed ITwith Automated Edge
Edgerton / Assessment
What happens next
Check the work together.
1 / NEXT
Walk through this report together
We check the procedures and the numbers with the people who do the work.
2 / NEXT
Proposal
Connections, agents, price and date, with the estimated time set against the cost.
3 / NEXT
Decide
Go ahead, start smaller, or stop here. The report is yours to keep either way.
How we measured
10 business days across 22 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.
Not measured: The shop floor terminals and machine controllers were not measured. This report covers the 22 office computers only.
The measurement data is Ironvale's. It is deleted five business days after this report is delivered.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Individual work patterns
People behind the process.
Choose a person to see their work, related machines and procedures, and the basis for any time estimate.
22 of 22 people
Person record From you
Renee Castillo
Customer Service Manager · Front office and customer service · Plant and office
Active / day Observed7 h
Window changes / day Observed116
Quiet stretch Observed8 min
Usual hours Observed
7am to 4pm
After-hours activity Observed
4%
Meetings / week Observed
3 h
Procedure time / week Observed
3 h
Programs / active time Observed
Outlook
31%
ERP
26%
Excel
11%
PDF reader
12%
CAD and PDM
9%
Teams
11%
Procedures / this person’s runs Observed
2 of 22 runs / wk
7 of 45 runs / wk
12 of 60 runs / wk
2 of 8 runs / wk
Machines Observed
Agents that could help Estimate
Quote Prep · Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Order Check · Reads each customer purchase order and lines it up against the quote.
Order Status Answers · Drafts the answer to a customer's "where's my order?" from the job's actual status.
IT Request Helper · Checks Meridian's open tickets before a new IT request is raised and drafts the request.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine context
A closer look at each machine.
Choose a machine to see its assigned person, activity, applications and health context.
22 of 22 machines
Machine record Observed
IVP-FO-01
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Outlook · ERP · PDF reader
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Complete record appendix
People and machines.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.
People
Person record / Appendix From you
Renee Castillo
Customer Service Manager · Front office and customer service · Plant and office
Active / day Observed7 h
Window changes / day Observed116
Quiet stretch Observed8 min
Usual hours Observed
7am to 4pm
After-hours activity Observed
4%
Meetings / week Observed
3 h
Procedure time / week Observed
3 h
Programs / active time Observed
Outlook
31%
ERP
26%
Excel
11%
PDF reader
12%
CAD and PDM
9%
Teams
11%
Procedures / this person’s runs Observed
2 of 22 runs / wk
7 of 45 runs / wk
12 of 60 runs / wk
2 of 8 runs / wk
Machines Observed
Agents that could help Estimate
Quote Prep · Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Order Check · Reads each customer purchase order and lines it up against the quote.
Order Status Answers · Drafts the answer to a customer's "where's my order?" from the job's actual status.
IT Request Helper · Checks Meridian's open tickets before a new IT request is raised and drafts the request.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tobias Lindqvist
Estimator · Front office and customer service · Plant and office
Active / day Observed7.4 h
Window changes / day Observed124
Quiet stretch Observed5 min
Usual hours Observed
7am to 4pm
After-hours activity Observed
2%
Meetings / week Observed
3 h
Procedure time / week Observed
3.8 h
Programs / active time Observed
Outlook
31%
ERP
26%
Excel
18%
PDF reader
12%
CAD and PDM
6%
Teams
7%
Procedures / this person’s runs Observed
8 of 22 runs / wk
6 of 60 runs / wk
Machines Observed
Agents that could help Estimate
Quote Prep · Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Order Status Answers · Drafts the answer to a customer's "where's my order?" from the job's actual status.
One of two estimators; together they build nearly every quote.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Lakshmi Narayan
Estimator · Front office and customer service · Plant and office
Active / day Observed7.1 h
Window changes / day Observed119
Quiet stretch Observed6 min
Usual hours Observed
7:30am to 4pm
After-hours activity Observed
4%
Meetings / week Observed
3 h
Procedure time / week Observed
3.3 h
Programs / active time Observed
Outlook
31%
ERP
26%
Excel
17%
PDF reader
10%
CAD and PDM
10%
Teams
6%
Procedures / this person’s runs Observed
8 of 22 runs / wk
Machines Observed
Agents that could help Estimate
Quote Prep · Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Min-seo Cho
Manufacturing Engineer · Engineering · Plant and office
Active / day Observed7.1 h
Window changes / day Observed72
Quiet stretch Observed12 min
Usual hours Observed
7am to 4:30pm
After-hours activity Observed
4%
Meetings / week Observed
4 h
Procedure time / week Observed
2.9 h
Programs / active time Observed
CAD and PDM
33%
CAM software
19%
ERP
12%
Outlook
15%
Excel
8%
Teams
7%
PDF reader
6%
Procedures / this person’s runs Observed
4 of 22 runs / wk
3 of 10 runs / wk
Machines Observed
Agents that could help Estimate
Quote Prep · Gathers what an estimator needs for each RFQ: the drawing's revision, past jobs for the same or a similar part, and their actual run times.
Routing Drafts · Finds the closest past part for a new drawing and lays out its routing and bill of materials.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machines
Machine record / Appendix Observed
IVP-FO-01
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Outlook · ERP · PDF reader
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-FO-02
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.4 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
Outlook · ERP · Excel
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Ironvale's official list: A free PDF editor.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-FO-03
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.1 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7:30am to 4pm
Programs in use Observed
11
Health score Observed
87
Top programs Observed
Outlook · ERP · Excel
Programs outside official list ObservedFrom you
A free CAD file viewer
Health domains Observed
disk goodperformance goodpatches goodbackups warnservices good
Risks / review needed Review needed
The backup agent stopped twice during the window.
1 program not on Ironvale's official list: A free CAD file viewer.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-FO-04
Desktop · Windows 11 Pro · Plant and office
Active / day Observed6.9 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7:30am to 4pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
Outlook · ERP · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-FO-05
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.3 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Outlook · ERP · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-ENG-01
Desktop · Windows 11 Pro · Plant and office
Active / day Observed6.9 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 4pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
CAD and PDM · Outlook · CAM software
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-ENG-02
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.1 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 4:30pm
Programs in use Observed
11
Health score Observed
89
Top programs Observed
CAD and PDM · CAM software · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk warnperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
Less than 15% disk space left; CAD models and drawings are cached locally.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-ENG-03
Desktop · Windows 11 Pro · Plant and office
Active / day Observed6.8 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7am to 4:30pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
CAD and PDM · Outlook · CAM software
Programs outside official list ObservedFrom you
A personal file-sync app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Ironvale's official list: A personal file-sync app.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-ENG-04
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.7 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 4pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
CAD and PDM · Outlook · ERP
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-ENG-05
Desktop · Windows 11 Pro · Plant and office
Active / day Observed6.8 h
Idle share Observed14%
After-hours share Observed6%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
Unknown
Top programs Observed
CAD and PDM · CAM software · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk unknownperformance unknownpatches unknownbackups unknownservices unknown
The health check was not switched on for this computer.
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-ENG-06
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7:30am to 4pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
CAD and PDM · Outlook · CAM software
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-PSP-01
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.7 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 5pm
Programs in use Observed
11
Health score Observed
89
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches warnbackups goodservices good
Risks / review needed Review needed
Security updates waiting more than 30 days.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-PSP-02
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed6%
Used by From you
Usual hours Observed
7am to 5pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
A free CAD file viewer
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Ironvale's official list: A free CAD file viewer.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-PSP-03
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.5 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 4:30pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-PSP-04
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.5 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 4:30pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-PSP-05
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.8 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
6:30am to 4pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Ironvale's official list: A free PDF editor.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-PSP-06
Desktop · Windows 11 Pro · Plant and office
Active / day Observed8.1 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
ERP · Excel · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-SQ-01
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
A browser extension for screenshots
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Ironvale's official list: A browser extension for screenshots.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-SQ-02
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 3:30pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
ERP · Excel · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-SQ-03
Desktop · Windows 11 Pro · Plant and office
Active / day Observed6.7 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 3:30pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
ERP · Outlook · Excel
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Ironvale's official list: A free PDF editor.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-SQ-04
Desktop · Windows 10 Pro · Plant and office
Active / day Observed7.4 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7am to 3:30pm
Programs in use Observed
11
Health score Observed
76
Top programs Observed
ERP · Excel · PDF reader
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches criticalbackups goodservices good
Risks / review needed Review needed
Runs Windows 10. Standard support ended in October 2025; check whether it is covered by extended security updates, or plan the upgrade.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
IVP-SQ-05
Desktop · Windows 11 Pro · Plant and office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
ERP · Excel · PDF reader
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Ironvale Precision is a fictional company and every figure here is example data, not a client result.
Your business. Your evidence.
Find out where your team's time goes.
Edgerton measures the work you agree to assess. You keep the findings and decide what to build. A proposal compares the estimated benefit with the actual build and operating costs.