Welcome to the Operational Excellence Assessment
This 12-question assessment is designed to help you understand how you are applying key practices across four core principles of operational excellence: Production, Reliability, Safety, and Sustainability.
Based on your responses, you will receive a personalized result that provides clarity on your organization’s adoption level, and opportunities for growth.
Based on your responses, you will receive a personalized result that provides clarity on your organization’s adoption level, and opportunities for growth.
let's get started
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How often do you need to adjust your work due to equipment limitations or process bottlenecks?
Frequently – we regularly adjust to avoid downtime
Occasionally – we plan around known constraints
Rarely – we have strong visibility and control over operations
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How do you currently handle production planning in your role?
Manual, using spreadsheets and tribal knowledge
Semi-automated, with some software and limited integration
Fully integrated, with real-time data and dynamic simulation models
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Do you use predictive analytics or simulations to guide planning and improvements?
No, not currently
We are in the early stages and exploring options
Yes, and we are actively using them to support decisions and planning
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What percentage of your maintenance activities are reactive?
More than 50%
Between 20% and 50%
Less than 20%
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Do you follow an asset strategy based on failure mode analysis or condition based monitoring?
No formal strategy
Yes, but only for critical assets
Yes, across all operations
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How would you describe your asset data and diagnostics approach?
Basic, with limited alarms and manual checks
Intermediate, with dashboards for select systems
Advanced, with unified diagnostics and predictive capabilities
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When was your Safety Instrumented System (SIS) last modernized or upgraded?
Over 10 years ago
Within the last 5 to 10 years
Within the last 5 years or integrated with DCS
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How do you monitor safety risks on critical equipment?
Manual inspections only
A mix of manual checks and sensor-based monitoring
Automated diagnostics with alerts and action protocols
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Do you use safety-certified devices across key process areas?
No, not at this time
Partially, in select areas
Yes, fully implemented from detection through response
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Do you monitor and optimize energy consumption in real time?
No, only during periodic reviews
During scheduled audits
Yes, continuously with actionable insights
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Are clean fuels or low-emission technologies integrated into your operations?
Not yet
In pilot phases or limited units
Yes, with KPIs aligned to production goals
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How would you describe your approach to reducing waste and emissions?
Focused on reporting
Driven by compliance
Focused on performance, with measurable cost and efficiency gains
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