Checklist

IIoT Readiness & Edge Architecture Checklist

An interactive, actionable checklist teams can use to validate asset inventories, network and segmentation, tag standards, edge processing, buffering, authentication, mappings, monitoring, and ownership before starting IIoT or MES integrations. Each item lets you record status, remediation notes, and owners so gaps become visible and traceable.

Interactive Tool

IIoT Readiness & Edge Architecture Checklist

Use this checklist to validate the most common technical and organizational gaps that cause noisy or untrustworthy IIoT-to-MES/SCADA dataflows. For each item mark the current status, add remediation notes, and assign an owner. Save the checklist to create a record you can track and revisit.

Inventory should include PLCs, RTUs, sensors, gateways, HMI nodes and responsible owner for each asset.
List missing items, data owners, and next steps (who will add/update records and by when).
Segmentation reduces risk and limits broadcast/noise. Verify firewalls, ACLs, and gateway policies.
Describe gaps, devices bypassing segmentation, or required firewall rule changes.
Standards should include tag IDs, descriptions, units, precision and lifecycle status.
List naming collisions, undocumented tags, or mapping actions required.
Inconsistent timestamps or units are a frequent source of analytic error. Check timezone handling, format and conversions.
Note systems out of sync, conversion rules to implement, or monitoring to enable.
Avoid over-sampling (noise, cost) and under-sampling (missed events). Document edge vs. historian rates.
List tags needing rate changes, expected new rates, and owners.
Define which transformations happen at the edge vs. centrally and why.
Specify missing functions, CPU/latency constraints, and deployment plan.
Buffering prevents data loss during outages and avoids time gaps in analytics.
Enter an approximate number of hours.
Describe gaps (e.g., insufficient local disk, no replay support) and mitigation steps.
Device identity prevents impersonation and unauthorized data injection.
Note unmanaged credentials, certificate expiry risks, and planned remediation.
Document how raw signals map to MES data structures and business semantics.
List ambiguous mappings, missing semantic metadata, or required transformation rules.
Monitoring builds trust. Track key signal health metrics and alerts.
Select all that apply.
Describe missing alerts, thresholds to add, or dashboards to create.
Clarity on ownership prevents neglected data and unclear remediation responsibility.
List owners to assign, SLA targets (latency, availability) and review cadence.
Rate 1 (high risk) to 5 (ready for integration).
1.0 10.0
Summarize the highest-priority remediation actions, owners and target dates.
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