Operational-to-BI Integration Checklist (practical verification)

Use this checklist before connecting plant data into your BI environment or before deploying analytic alerts into operations. Each item should have an owner and a date.

1. Decision & scope
   • Target decision is clearly defined and measurable.
   • Expected operator action or playbook is documented.
2. Signals & context
   • Minimal set of signals identified (tag names, descriptions, sources).
   • Context tags (run state, recipe, shift) included with the stream.
3. Ownership & governance
   • Data owners for each signal assigned and contactable.
   • Change control process for tag definitions and transformations exists.
4. Security & access
   • Access route uses approved bridge/gateway; no direct ad-hoc PLC queries.
   • Network segmentation and least-privilege access validated.
5. Quality checks
   • Baseline data completeness and expected ranges recorded.
   • Missing-data and spike detection rules implemented and routed to an owner.
6. Transformations & KPI mapping
   • Transformations from signals to KPI formula are documented and reproducible.
   • Refresh cadence and acceptable latency for the KPI are agreed upon.
7. Human-in-the-loop design
   • Alerts include supporting evidence and suggested actions, not just a score.
   • Operators and supervisors reviewed notification format and cadence.
8. Monitoring & feedback
   • Pipeline metrics are tracked (latency, availability, exception rates).
   • Regular feedback loop with operations is scheduled (huddle, review cadence).

Notes: Keep this checklist lightweight—use it to surface the biggest risks and close them before wider rollout.