Automating Installed Base Management Workflows in Industrial Manufacturing

Manual tracking of decades-old machinery across global deployments drains margins and obscures upsell opportunities.

In Brief

Automated installed base workflows orchestrate asset tracking, configuration management, and contract attachment end-to-end—eliminating manual data entry, reducing configuration drift, and identifying upsell opportunities without dedicated headcount.

The Workflow Bottlenecks

Incomplete Asset Records

Legacy equipment deployed over decades lacks serial numbers and configuration details in modern systems. Manual reconciliation consumes administrative time with no ROI.

38% Assets Missing Serial Data

Configuration Drift

Field modifications and undocumented upgrades create discrepancies between system records and actual equipment state. Predictive maintenance models fail without accurate configuration data.

42% Configuration Accuracy Rate

Missed Contract Renewals

Without automated visibility into contract expiration and equipment health, upsell opportunities slip through. Sales teams lack the intelligence to approach customers proactively.

27% Contract Attachment Rate

End-to-End Workflow Automation

Bruviti's platform executes the entire installed base management workflow autonomously—from asset registration to contract renewal identification. The system ingests PLC, SCADA, and IoT sensor data to maintain real-time equipment records, automatically reconciling configuration changes and flagging discrepancies. Serial number gaps are filled through pattern recognition across telemetry streams and historical service records, eliminating manual data entry.

The AI continuously monitors equipment health, usage patterns, and contract status to surface upsell opportunities before they become failures. Workflow automation extends to EOL/EOS planning, upgrade path identification, and proactive customer outreach—turning installed base management from a cost center into a margin protection engine. Operators see a complete equipment history at a glance; executives gain predictable renewal pipelines without additional headcount.

Strategic Value

  • 72% reduction in asset data reconciliation time through automated serial number and configuration capture.
  • 18% increase in contract renewal rates by identifying upsell candidates 90 days before warranty expiration.
  • $1.2M annual savings by eliminating dedicated data entry roles and reducing configuration drift incidents.

See It In Action

Industrial Manufacturing Application

10-30 Year Equipment Lifecycles

Industrial OEMs support heavy machinery, CNC machines, pumps, compressors, and turbines deployed over decades—often with incomplete documentation and retiring workforce knowledge gaps. Automated installed base workflows reconcile legacy equipment records by analyzing telemetry patterns, cross-referencing service histories, and filling serial number gaps without manual intervention.

The platform tracks run hours, condition-based maintenance triggers, and parts obsolescence timelines across geographically distributed assets. For OEMs serving global manufacturing plants and remote industrial sites, this automation eliminates the administrative burden of maintaining accurate asset registries while enabling predictive maintenance programs that extend equipment lifecycles and protect service margins.

Implementation Priorities

  • Start with high-value CNC machines and turbines where uptime directly impacts customer production revenue.
  • Integrate PLC and SCADA data feeds to enable real-time configuration tracking and automatic drift detection.
  • Measure contract attachment rate improvement over 6 months to demonstrate margin protection to leadership.

Frequently Asked Questions

How does automated workflow eliminate manual asset tracking?

The platform ingests telemetry from PLCs, SCADA systems, and IoT sensors to automatically populate and update asset records. Pattern recognition algorithms identify serial numbers and configurations from historical service data, eliminating manual data entry. Configuration changes are detected in real-time and reconciled against system records, with discrepancies flagged for review.

What triggers automated upsell opportunity identification?

The AI continuously monitors equipment health scores, usage patterns, contract expiration dates, and EOL/EOS timelines. When an asset approaches warranty expiration with declining performance metrics or exceeds usage thresholds indicating upgrade candidacy, the system surfaces the opportunity to sales teams with supporting data. Timing is calibrated 60-90 days before renewal deadlines to maximize conversion rates.

How does the workflow handle legacy equipment without digital connectivity?

For equipment lacking IoT sensors or network connections, the platform reconciles service records, warranty claims, and parts order histories to infer asset state and configuration. Manual field reports and photos are processed through computer vision to extract serial numbers and equipment condition. While real-time monitoring requires connectivity, historical pattern analysis provides sufficient visibility for lifecycle planning and contract management on legacy assets.

What ROI metrics demonstrate workflow automation value to leadership?

Track administrative time saved through eliminated data entry, measured in FTE hours per quarter. Measure contract attachment rate improvement comparing pre- and post-automation periods. Calculate configuration drift reduction by tracking the percentage of assets with accurate records over time. Quantify upsell revenue from opportunities surfaced by the platform that would have otherwise expired without renewal. These metrics together demonstrate both cost reduction and margin protection.

How does Bruviti integrate with existing ERP and CRM workflows?

The platform connects via APIs to SAP, Oracle, Salesforce, and other enterprise systems to synchronize asset records, contract data, and customer information. Workflow automation respects existing approval chains and escalation paths, triggering notifications in the tools your teams already use. Configuration changes detected by the AI are written back to your ERP system automatically, maintaining a single source of truth without duplicate data entry.

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Turn Installed Base Data Into Margin Protection

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