| Primary Use Case | Define the task, environment, duty cycle, payload, walking distance, and human interaction level. | Research, training, demonstrations, or controlled material handling. | Inspection, picking, replenishment, reception, or repetitive assistance near employees. | Structured logistics or production tasks with predictable routes and standardized workstations. | Documented task analysis and a site-specific feasibility study. |
| Safety Assessment | Check hazard identification, emergency-stop behavior, speed and force limits, fall protection, pinch-point controls, and safe recovery after faults. | Operate in a restricted area with physical separation and direct supervision. | Use monitored separation, reduced speed near people, obstacle detection, and validated stop functions. | Use formal safeguarding, controlled access, safety-rated functions, and documented operating zones. | Risk assessment aligned with ISO 12100, applicable machinery rules, electrical requirements, and local workplace regulations. |
| Human Interaction | Evaluate detection of people, unexpected movement, handover behavior, voice commands, and safe human override. | Interaction is limited to trained operators. | Interaction is expected; the robot must communicate status and stop safely when people enter its path. | Human access is minimized or managed through defined procedures and physical controls. | Observed trials with typical employee behavior, not only scripted demonstrations. |
| Payload and Reach | Confirm rated payload at the required reach, object dimensions, grip type, center of gravity, and carrying stability. | Approximately 2–5 kg for light objects and controlled demonstrations. | Approximately 3–10 kg, subject to reach, walking speed, and floor conditions. | Payload must be validated at the actual workstation; nominal maximum payload alone is insufficient. | Supplier test report using the business’s containers, shelves, tools, and operating heights. |
| Battery and Duty Cycle | Measure active operating time, charging time, battery-swapping method, performance under payload, and thermal limits. | Plan around approximately 1–3 hours of active operation with scheduled charging. | Plan for approximately 2–6 hours of active operation, depending on walking, lifting, and computing load. | Use automatic charging, hot-swappable batteries, or multiple battery sets to support longer shifts. | A full-shift simulation using the intended task mix and charging infrastructure. |
| Navigation and Environment | Check floor flatness, ramps, thresholds, lighting, reflective surfaces, dust, temperature, network coverage, and pedestrian traffic. | A mapped, uncluttered, indoor area with stable lighting and level flooring. | Mixed traffic, temporary obstacles, narrow aisles, and changing work areas. | Repeatable routes, controlled access, defined charging stations, and stable environmental conditions. | Site acceptance test covering normal conditions and foreseeable disruptions. |
| Systems Integration | Review APIs, data formats, authentication, network requirements, robot fleet management, and connection to business systems. | Standalone control software with manual task assignment. | Integration with warehouse, manufacturing, access-control, or scheduling systems through documented APIs. | Real-time integration, role-based access, monitoring dashboards, and failure-handling workflows. | API documentation, cybersecurity review, data-flow diagram, and integration pilot. |
| Network and Cybersecurity | Assess offline behavior, software-update controls, encryption, access permissions, logging, remote support, and data retention. | Use an isolated test network with limited user permissions. | Use segmented operational technology networks and approved remote-access procedures. | Require formal vulnerability management, update governance, audit logs, and incident-response procedures. | Cybersecurity questionnaire, penetration-test summary, patch policy, and access-control evidence. |
| Maintenance Requirements | Identify inspection intervals, consumable parts, joint and actuator service, calibration, battery replacement, and software maintenance. | Basic cleaning, visual checks, battery care, and supplier-led servicing. | Weekly operator checks plus planned technical service at defined operating-hour intervals. | Preventive-maintenance schedule, spare-part stock, diagnostic tools, and rapid service response. | Maintenance manual, mean-time-to-repair target, parts lead times, and service-level agreement. |
| Staffing and Training | Determine operator, supervisor, safety, IT, and maintenance responsibilities. | One trained operator can supervise a controlled pilot. | Operators need task training, emergency procedures, basic fault recovery, and safe interaction training. | Dedicated technical ownership, shift coverage, maintenance capability, and documented competency checks. | Training records, role matrix, emergency drills, and competency assessment. |
| Reliability and Availability | Track task success rate, unplanned stops, recovery time, and availability under real workloads. | A task-success target of at least 90% may be suitable for an early feasibility pilot. | Set a higher target, commonly 95% or above, after the process has been stabilized. | Define availability, recovery-time, and throughput targets based on the cost of downtime. | At least two to four weeks of representative operational data before scaling. |
| Cost and Total Ownership | Include purchase or lease cost, integration, training, charging, insurance, maintenance, downtime, and replacement parts. | Use a short-term lease or limited pilot budget to validate feasibility. | Model labor impact, productivity, maintenance, software subscriptions, and facility changes over three to five years. | Require a quantified business case based on throughput, uptime, labor availability, and payback period. | Five-year total-cost-of-ownership model and sensitivity analysis. |
| Scale-Up Readiness | Confirm whether the solution supports multiple units, shared maps, fleet scheduling, software version control, and standardized training. | One unit with manual supervision and a clearly defined exit criterion. | Small fleet with centralized monitoring and repeatable deployment procedures. | Fleet management, redundancy, spare capacity, standardized work instructions, and documented governance. | Pilot-to-production roadmap with measurable stage-gate criteria. |