{"id":94984,"date":"2026-05-21T08:19:24","date_gmt":"2026-05-21T08:19:24","guid":{"rendered":"https:\/\/teeptrak.com\/oee-implementation-checklist-rfi-rfp-template-2027\/"},"modified":"2026-05-21T08:19:25","modified_gmt":"2026-05-21T08:19:25","slug":"oee-implementation-checklist-rfi-rfp-template-2027","status":"publish","type":"post","link":"https:\/\/teeptrak.com\/en\/oee-implementation-checklist-rfi-rfp-template-2027\/","title":{"rendered":"OEE software RFI\/RFP template 2027: implementation checklist, evaluation scorecard, vendor selection guide for manufacturing"},"content":{"rendered":"
\nTL;DR \u2014 OEE software RFI\/RFP template in 60 words<\/strong>
\nThis guide provides a complete OEE software vendor selection toolkit: 50-question RFI\/RFP template covering functional, technical, deployment, and commercial requirements. 12-criterion weighted evaluation scorecard. Implementation checklist from pre-deployment through post-go-live. Reference call script with 10 critical questions. Covers edge sensor, OPC UA, multi-site ISO 22400-2, cybersecurity IEC 62443, 5-year TCO model.\n<\/div>\n

For manufacturing procurement and operations teams running OEE software vendor selection in 2027<\/strong>, a structured evaluation process is critical: the difference between a successful 4-week deployment delivering +10 OEE points and a failed 12-month project wasting $500K+ comes down to asking the right questions before purchase. This guide provides ready-to-use templates: a comprehensive RFI\/RFP questionnaire, a weighted evaluation scorecard, an implementation checklist, and a reference call script \u2014 all based on patterns observed across 450+ factory deployments.<\/p>\n

RFI\/RFP template: 50 essential questions<\/h2>\n

Section 1: OEE methodology and functionality (15 questions)<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
#<\/th>\nQuestion<\/th>\nWhy it matters<\/th>\n<\/tr>\n<\/thead>\n
1<\/td>\nDescribe your OEE calculation methodology. Is it ISO 22400-2 compliant?<\/td>\nEnsures standardized A \u00d7 P \u00d7 Q across all sites \u2014 prevents “OEE definition wars”<\/td>\n<\/tr>\n
2<\/td>\nHow do you categorize the Six Big Losses? Can categories be customized per site?<\/td>\nSix Big Losses taxonomy must match your continuous improvement methodology<\/td>\n<\/tr>\n
3<\/td>\nHow is planned downtime handled in the OEE calculation? Excluded or included?<\/td>\nCritical distinction: “loading time” definition impacts OEE number significantly<\/td>\n<\/tr>\n
4<\/td>\nHow do you measure Performance (speed loss)? Ideal cycle time vs actual?<\/td>\nPerformance calculation methodology varies widely between vendors<\/td>\n<\/tr>\n
5<\/td>\nHow are minor stops vs reduced speed differentiated?<\/td>\nMinor stops (<5 min, frequent) vs reduced speed (continuous but slower) require different detection methods<\/td>\n<\/tr>\n
6<\/td>\nHow is Quality rate calculated? First-pass yield or all production?<\/td>\nQuality = good units \/ total units produced \u2014 startup rejects + production rejects<\/td>\n<\/tr>\n
7<\/td>\nWhat real-time dashboards are included? Can they be customized?<\/td>\nOperator-facing andon, supervisor shift report, manager plant overview, VP multi-site<\/td>\n<\/tr>\n
8<\/td>\nHow do operators categorize stop reasons? Touch screen, tablet, barcode?<\/td>\nOperator input method impacts adoption rate \u2014 simplicity is critical<\/td>\n<\/tr>\n
9<\/td>\nWhat reporting is available? Shift, daily, weekly, monthly, custom date range?<\/td>\nDifferent stakeholders need different report cadences<\/td>\n<\/tr>\n
10<\/td>\nHow is inter-site benchmarking supported? Normalized or raw comparison?<\/td>\nFair multi-site comparison requires normalization for product mix, machine age, shift pattern<\/td>\n<\/tr>\n
11<\/td>\nWhat alerting and notification capabilities exist?<\/td>\nReal-time alerts for downtime threshold, OEE drop, quality event critical for rapid response<\/td>\n<\/tr>\n
12<\/td>\nWhat languages are supported in the UI?<\/td>\nGlobal deployments require multilingual operator interfaces<\/td>\n<\/tr>\n
13<\/td>\nCan different sites have different stop reason categories while maintaining group-level reporting?<\/td>\nBalance: local relevance vs group standardization<\/td>\n<\/tr>\n
14<\/td>\nHow is shift pattern management handled?<\/td>\nShift definitions vary by site and change seasonally \u2014 system must be flexible<\/td>\n<\/tr>\n
15<\/td>\nWhat continuous improvement workflow support is included?<\/td>\nOEE measurement without improvement workflow = measuring but not improving<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Section 2: Technical architecture (10 questions)<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
#<\/th>\nQuestion<\/th>\nWhy it matters<\/th>\n<\/tr>\n<\/thead>\n
16<\/td>\nDo you offer edge sensor (PLC-independent) data collection?<\/td>\nEdge sensor eliminates PLC dependency \u2014 critical for legacy machines and locked-down automation<\/td>\n<\/tr>\n
17<\/td>\nWhat PLC\/SCADA protocols do you support (OPC UA, Modbus, EtherNet\/IP, PROFINET)?<\/td>\nProtocol coverage determines integration with existing automation<\/td>\n<\/tr>\n
18<\/td>\nWhat is your cloud architecture (SaaS, private cloud, on-premise)?<\/td>\nData sovereignty, latency, offline operation requirements vary<\/td>\n<\/tr>\n
19<\/td>\nWhat happens when cloud connectivity is lost? Offline operation capability?<\/td>\nManufacturing cannot stop when internet drops \u2014 edge buffering essential<\/td>\n<\/tr>\n
20<\/td>\nWhat APIs are available for integration (REST, MQTT, OPC UA)?<\/td>\nIntegration with ERP, MES, CMMS, BI tools requires open APIs<\/td>\n<\/tr>\n
21<\/td>\nHow is data stored? Time-series database? Retention period?<\/td>\nHistorical OEE data for trending, benchmarking, compliance<\/td>\n<\/tr>\n
22<\/td>\nWhat is your data export capability? Formats? Frequency?<\/td>\nData portability \u2014 YOUR data must be exportable if you switch vendors<\/td>\n<\/tr>\n
23<\/td>\nWhat BI tool integration exists (Power BI, Tableau, Grafana)?<\/td>\nMany enterprises want OEE data in existing BI infrastructure<\/td>\n<\/tr>\n
24<\/td>\nWhat mobile app capabilities exist?<\/td>\nSupervisors and managers need mobile OEE access on plant floor<\/td>\n<\/tr>\n
25<\/td>\nWhat is your product roadmap for next 2-3 years?<\/td>\nML\/AI, digital twin, sustainability, deeper ERP integration \u2014 future-proofing<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Section 3: Security and compliance (8 questions)<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n
#<\/th>\nQuestion<\/th>\n<\/tr>\n<\/thead>\n
26<\/td>\nDo you hold SOC 2 Type II certification?<\/td>\n<\/tr>\n
27<\/td>\nAre you ISO 27001 certified?<\/td>\n<\/tr>\n
28<\/td>\nIs your edge hardware IEC 62443 SL2 compliant?<\/td>\n<\/tr>\n
29<\/td>\nWhere is data stored geographically? GDPR\/PIPL data residency compliance?<\/td>\n<\/tr>\n
30<\/td>\nWhat encryption is used (in transit TLS version, at rest AES-256)?<\/td>\n<\/tr>\n
31<\/td>\nWhat authentication methods are supported (SSO SAML\/OIDC, MFA)?<\/td>\n<\/tr>\n
32<\/td>\nWhat is your vulnerability management process (penetration testing frequency)?<\/td>\n<\/tr>\n
33<\/td>\nHow do you handle NIS2 Directive requirements (EU manufacturing)?<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Section 4: Deployment and support (9 questions)<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
#<\/th>\nQuestion<\/th>\n<\/tr>\n<\/thead>\n
34<\/td>\nWhat is your typical deployment timeline for a single site (10-50 machines)?<\/td>\n<\/tr>\n
35<\/td>\nWhat is your deployment methodology (phases, milestones)?<\/td>\n<\/tr>\n
36<\/td>\nWhat training is included (operators, supervisors, administrators)?<\/td>\n<\/tr>\n
37<\/td>\nWhat support tiers are available (business hours, 24\/7)?<\/td>\n<\/tr>\n
38<\/td>\nWhat is your SLA for system availability (99.9%, 99.99%)?<\/td>\n<\/tr>\n
39<\/td>\nHow is multi-site rollout managed (central team, local teams)?<\/td>\n<\/tr>\n
40<\/td>\nWhat change management support do you provide?<\/td>\n<\/tr>\n
41<\/td>\nHow are software updates deployed (automatic, scheduled, manual)?<\/td>\n<\/tr>\n
42<\/td>\nWhat is your escalation path for critical issues?<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Section 5: Commercial (8 questions)<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n
#<\/th>\nQuestion<\/th>\n<\/tr>\n<\/thead>\n
43<\/td>\nProvide 5-year TCO breakdown (Year 0 + Years 1-4 recurring) for our scope.<\/td>\n<\/tr>\n
44<\/td>\nWhat is your pricing model (per machine, per site, per user, enterprise)?<\/td>\n<\/tr>\n
45<\/td>\nWhat are edge sensor \/ hardware costs?<\/td>\n<\/tr>\n
46<\/td>\nWhat discounts are available for multi-site commitment?<\/td>\n<\/tr>\n
47<\/td>\nCan you propose a paid pilot (scope, success criteria, conversion terms)?<\/td>\n<\/tr>\n
48<\/td>\nProvide 3 customer references (similar industry, similar scale).<\/td>\n<\/tr>\n
49<\/td>\nWhat contract terms: length, exit clause, data portability?<\/td>\n<\/tr>\n
50<\/td>\nWhat is included vs additional cost (training, integration, custom reports)?<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Weighted evaluation scorecard<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Criterion<\/th>\nWeight<\/th>\nVendor A<\/th>\nVendor B<\/th>\nVendor C<\/th>\n<\/tr>\n<\/thead>\n
Deployment speed (time to first OEE)<\/td>\n15%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Operator usability (demo impression + G2)<\/td>\n15%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
OEE methodology (ISO 22400-2 rigor)<\/td>\n12%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Multi-site standardization<\/td>\n12%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Edge sensor \/ PLC independence<\/td>\n10%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Integration (ERP\/MES\/CMMS\/BI)<\/td>\n10%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
5-year TCO<\/td>\n10%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Vendor references and stability<\/td>\n8%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Cybersecurity (IEC 62443, SOC 2)<\/td>\n4%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Roadmap \/ innovation<\/td>\n4%<\/td>\n_\/5<\/td>\n_\/5<\/td>\n_\/5<\/td>\n<\/tr>\n
Weighted total<\/strong><\/td>\n100%<\/strong><\/td>\n_\/5<\/strong><\/td>\n_\/5<\/strong><\/td>\n_\/5<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Implementation checklist: 12-week OEE deployment<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n
Week<\/th>\nActivity<\/th>\nOwner<\/th>\nDeliverable<\/th>\n<\/tr>\n<\/thead>\n
Pre<\/td>\nDefine scope, assign project lead, machine inventory, network assessment<\/td>\nProject Lead + Vendor<\/td>\nScope document, machine list, network diagram<\/td>\n<\/tr>\n
1-2<\/td>\nInstall edge sensors \/ configure OPC UA connections on first 10-20 machines<\/td>\nVendor + Maintenance<\/td>\nSensors installed, data flowing to platform<\/td>\n<\/tr>\n
2-3<\/td>\nConfigure dashboards, define stop reason categories, set OEE targets<\/td>\nVendor + CI Manager<\/td>\nDashboards live, categories approved<\/td>\n<\/tr>\n
3-4<\/td>\nTrain operators (stop categorization), supervisors (reports), managers (dashboards)<\/td>\nVendor + CI Manager<\/td>\nAll users trained, documented<\/td>\n<\/tr>\n
4-6<\/td>\nGo-live: operators using system daily, morning meeting with OEE data<\/td>\nCI Manager + Supervisors<\/td>\nDaily OEE measurement operational<\/td>\n<\/tr>\n
6-8<\/td>\nRefine stop categories, address operator feedback, optimize dashboard layout<\/td>\nCI Manager<\/td>\nRefined categories, improved adoption<\/td>\n<\/tr>\n
8-10<\/td>\nFirst formal OEE review with management, identify top 3 losses, improvement plan<\/td>\nPlant Manager + CI<\/td>\nManagement review deck, improvement plan<\/td>\n<\/tr>\n
10-12<\/td>\nExecute first improvement actions (SMED, autonomous maintenance, etc.)<\/td>\nCI Team + Operators<\/td>\nMeasurable OEE improvement vs baseline<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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