Services · Detailed Planning & Realization

Your target vision is set.
Now it becomes a
future-proof investment.

After the Masterplan, the real investment phase begins: we turn your target vision into a robust detailed plan, create genuine market competition through a structured tender, and support you through award and implementation all the way to successful commissioning – with a clear focus on cost-effectiveness, technology security, quality, and schedule reliability.

Vendor-independent Competition creates advantages Investment security
Automated production cell during realization
After the Masterplan

A good target vision is the foundation for a good investment.

The decision for an automation concept marks the start of the real investment phase. Now requirements need to be defined in detail, interfaces specified, suitable vendors made comparable, and investment costs determined on a solid basis.

Our Role

This is exactly where it's decided whether a good concept also becomes an economically successful solution.

XPERT supports this process on a vendor-independent basis – from detailed planning through tendering and award to realization and commissioning.

Process

From target vision to stable operation.

A clear process with a deliberate checkpoint before investment approval.

01

Detailed Planning

Define requirements, performance specifications, layout, material flow, and interfaces in detail.

02

Tendering & Competition

Clearly describe scopes of work and bring suitable vendors into competition.

03

Investment Gate

Re-evaluate ROI, investment volume, and project risks before approval.

04

Award & Contract

Fully and bindingly define specifications, interfaces, responsibilities, schedules, and acceptance criteria.

05

Realization Support

Manage suppliers, resolve issues with a clear focus on outcomes, and monitor quality, schedule, and cost.

06

Commissioning & Go-Live

Successful commissioning and verified performance in live operation.

Process in Detail

What actually happens in each phase.

For anyone who wants to go deeper – a look at how we work, phase by phase.

01Detailed Planning – turning the concept into a robust plan

We refine the concept selected in the Masterplan to the point where vendors can calculate on a common, unambiguous basis. This reduces room for interpretation and creates the foundation for a fair technical and economic comparison.

Performance & Sizing

Throughput and performance requirements, capacities & peak loads, availability, and redundancies.

Layout & Material Flow

Equipment and space layout, material flow and supply/disposal, integration and connection into existing infrastructure.

Interfaces & Operation

IT, control, and data interfaces, safety and operational requirements, maintenance, ergonomics, and service.

Result

A robust technical foundation for comparable quotes.

02Tendering & Competition – the right technology at the most economical investment

Based on the detailed plan, we tender the task functionally, open to any technology and vendor. This creates genuine competition among suitable vendors – both technically and economically.

  • Preparation of tender documentation
  • Identification of suitable vendors
  • Technical and commercial evaluation of quotes
  • Clarification of technical deviations
  • Normalization of quotes
  • Support during award and negotiation discussions
Our Principle

It's not the cheapest quote that wins, but the most economical overall package of technology, performance, investment, and risk.

A
Technology

Does the technical solution truly fit the process, target vision, and growth – and is it future-proof?

B
Performance

Are throughput, availability, and interfaces fully guaranteed?

C
Investment

Which costs are included – and which are merely deferred?

D
Risk

How reliable are the schedule, integration, service, and ramp-up?

03Investment Gate – deciding before you invest

After the tender, concrete technical solutions and solid market prices are available for the first time. That's exactly why we place a deliberate checkpoint before the investment is approved.

Real Market Prices

Competitive quotes replace early cost estimates with market-tested prices, forming a more solid investment basis.

Business Case

Productivity, workforce impact, ongoing costs, and savings are reconciled against the actual investment.

ROI & Payback

The expected return on investment is re-evaluated before approval, based on the concrete solution.

Risk & Decision

Technical, schedule, and organizational risks are visibly factored into the decision.

GOThe business case and solution hold up.
ADJUSTConcept, scope, or negotiation are adjusted in a targeted way.
NO-GOThe investment is not approved if it doesn't pay off.
Result

This turns a concept decision into a well-founded investment decision based on real market offers.

04Award & Contract – clear scope, clear responsibility, clear rules

Once the investment is approved, the technical and contractual foundations are finalized. Whatever is clearly defined before award doesn't need to be expensively renegotiated during realization.

Scope of Work

Technical specification, requirements/functional specs, and a clear delineation of deliverables.

Responsibility

Interfaces, responsibilities, cooperation duties, and escalation paths are clearly regulated.

Acceptance & Verification

FAT, SAT, performance tests, availability proofs, and final acceptance are defined in advance.

05Realization Support & Commissioning – we stay on board until the solution works

Installation is not the goal. What matters is that the system achieves the agreed performance in real operation. That's why our work doesn't end with the award.

Project & Supplier Management

We remain your technical partner and track schedules, scope of delivery, open items, and interfaces.

Reviews & Approvals

Planning stages, layouts, functional descriptions, and technical solutions are reviewed systematically.

FAT / SAT / Acceptance

We support factory acceptance tests, installation, integration, and performance tests against the agreed criteria.

Ramp-up & Punch List Management

We support the ramp-up, track outstanding items, and stay involved until performance is verified in operation. When problems come up, we help wherever we can – because "can't be done" isn't in our vocabulary.

Precision automation technology in realization

Selected Projects

A selection of completed automation projects can be found here.

Automated case packing and unpacking
Industry: Plastic Packaging

Automated Case Packing & Unpacking

35% increase in production output through a fully automated packing and unpacking solution.

Automated high-bay warehouse
Industry: Consumer Goods

Automated High-Bay Warehouse

Realization of a high-bay warehouse with 12,000 storage locations and WMS integration for maximum availability.

Sorting and order-picking system
Industry: Plastics Technology

Sorting & Order-Picking System

30% productivity increase at an 80% automation level for production supply and disposal, including order picking.

Why XPERT?

We represent your investment.
Not a vendor's technology.

Vendor-Independent
We plan from the perspective of your processes and goals – not in the interest of individual vendors.
Competition Creates Advantages
Transparent tenders lead to better solutions on better terms.
Investment Security
Before investment approval, we re-examine cost-effectiveness, ROI, and project risks.
One Partner Through Go-Live
From planning to commissioning – we stay by your side.
Next Step

Let's get your project started.

Together, we'll develop the best solution for your detailed planning and realization – secured economically, technically, and operationally.

Schedule a Free Consultation
Don't have a target-vision Masterplan yet? Learn more here
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