Technical guidance by Oxford Industrial Automation. Updated 25 August 2026.
Start with evidence from the current process.
A short process video, layout drawing, product data and representative samples often answer more useful questions than a long equipment wish list. Describe the production outcome first, then separate fixed requirements from preferences.
Products and formats
Dimensions, mass, material, variability, tolerances, presentation, quality and changeover range.
Task and performance
Current method, required movements, good output, process dwell, rejects and operating hours.
Site and interfaces
Layout, access, utilities, environment, machinery, signals, networks and production downtime.
People and delivery
Operating modes, loading, changeover, maintenance, training, acceptance and support needs.
Robot-cell project brief checklist
| Business objective | Constraint to remove, quality issue, capacity need, manual-handling concern or resilience goal |
|---|---|
| Product data | Drawings, weights, materials, photographs, samples, variants and worst-case conditions |
| Process sequence | Every step, decision, quality check, dwell, input, output and fault response |
| Performance | Good units per period, format mix, shift pattern, planned stops and acceptance conditions |
| Layout and environment | Floor plan, heights, access routes, temperature, dust, washdown and available utilities |
| Interfaces | Connected machines, conveyors, PLCs, networks, line controls and responsibility boundaries |
| Safety and operation | Access, loading, teaching, cleaning, maintenance, foreseeable intervention and site procedures |
| Delivery | Design reviews, trials, site dates, shutdown window, training, documentation and support |
Mark unknowns instead of guessing
An honest “to be confirmed” is more useful than a hidden assumption. Assign an owner and decision date to each unknown, especially where it affects product presentation, tooling, cycle, interfaces, safety or site installation.