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01Mechanical engineering & industrial automation

AI and automation in mechanical engineering

The knowledge your costing needs sits in your past projects. It just is not within reach.

An inquiry for a special-purpose machine lands on the desk, and there are two ways to cost it: fast and inaccurate, or accurate and too slow. One costs you the margin, the other the order. What is missing is not new software but access to what you already have: the hours, changes and post-calculations of comparable machines from recent years, spread across project folders, the and the heads of two experienced colleagues. The same is true of documentation and service.

In short

How can AI be used in mechanical engineering and production?

Every machine gets costed from scratch, every machine documented from scratch, and service questions are answered by whoever has been there longest.

The knowledge is in the house: in drawings, bills of material, past projects and years of service reports. Nobody can reach it in reasonable time. The entry point is a single process whose result your own people can judge: finding comparable machines from earlier years with the hours they actually consumed, preparing operating manuals from the bill of materials and the predecessor documentation, condensing service reports into recurring fault patterns. None of that requires touching a single machine. What follows is your decision. Where data from a machine is needed later, it comes in over the usual machine interfaces, entirely inside your own network and without cloud, and for machines on customer sites only after written clearance. Behind it sit automation, process control and development environments for industrial firms such as Schneider Electric and Sartorius, carried over to the scale of a mid-sized company.

Application

Where you gain time and margin

Costing with the knowledge from past projects

Which machine of recent years comes closest to this inquiry, and what hours and material costs actually accrued back then? You get the comparison with a reference to the past project before you price it. The decision stays yours; it simply no longer rests on memory alone.

Manuals and CE documentation prepared

The Machinery Directive requires the manual in the language of the destination country, and translating a standard manual of roughly 15,000 words easily runs into four figures per language. Anyone shipping to twelve countries knows the total. You do not save the translation itself, but you save the weeks until the draft is ready and the queries from the translation agency once terminology is consistent across every language. Sign-off happens in your technical writing team, every sentence traceable to its source.

Service knowledge becomes searchable

Your technicians currently search folders, emails and memory. Service reports, drawings and history get opened up so the answer arrives citing the specific document. Verifiable, even when somebody disagrees.

The technician carries the documents

There is rarely a signal in your customer’s factory hall. So the documents for the next few days of assignments sit on the device and sync as soon as there is a connection again. The principle is proven from field sales.

Recurring fault patterns become visible

Free text from the field turns into comparable categories. Only then can you see which fault keeps appearing across machines and sites, and plan spare parts and maintenance around it.

The part matches the actual machine revision

Serial number, as-built condition against drawing status, changes from ten years of history. Your technician gets the part that fits the machine in front of them, not the one from the original bill of materials.

Commissioning and change states under control

On every machine there are changes between the design status and what actually got built. Capturing them during the build rather than reconstructing them afterwards shortens commissioning and makes warranty cases traceable.

Older machines produce data too

Where machine data is needed, it comes in over if the controller offers it, otherwise Modbus/TCP, S7 or MQTT. There are routes for controllers and devices with no documented interface as well; for the KNX automation bus I wrote an open driver myself. If the machine sits at a customer site, we settle in writing beforehand who owns the data and what your company may see.

The routes compared

Four options, and which one your machine estate calls for

Your equipment vendor’s analytics module

Sensible as long as you mostly run one vendor’s machines and their metrics are enough. Available immediately, no project. Consider: your data stays in their portal, and cross-vendor analysis is not on offer.

An off-the-shelf MES or historian

For series production with many similar machines this is the most economical choice: mature, supported. For one-offs, special-purpose machines and grown mixed estates, the intended data model rarely fits. (A here is the database that retains measurements over years.)

Limits and classical analysis

If two readings and a threshold solve your problem, you need nothing more. For measurement series that is often more accurate than AI, cheaper too, and auditable at any time. Not every question needs AI, and you will hear that from me before the quote.

Your own automation across processes and machines

Fits when costing, documentation and service eat the hours, and when machine data should join in without anything leaving your plant. Also the route for mixed estates and devices with no documented interface. The most demanding of the four, and the only one that answers several questions afterwards.

Approach

Your processes first, technology second

The most expensive mistake would be an analysis built on incomplete data: the results then look good and are wrong. So the look at your data comes before any technology decision, at legacy systems and undocumented protocols as much as at what is cleanly maintained.

  1. 01

    We talk about which decision should get better at your company, and what records support it today.

  2. 02

    We look at where the knowledge sits: project folders, , service reports, drawings. For machine data, also how reachable it is.

  3. 03

    You choose a process whose result your own people can judge. Usually that is costing or documentation.

  4. 04

    The first step gets built and validated against cases whose outcome you know, not against constructed examples.

  5. 05

    It moves into operation, logged, and without touching safety-related functions of your machines.

  6. 06

    Only then do you decide on the next step, on the same foundation rather than as another island.

Evidence

What I have built in practice

Schneider Electric

The development and automation tools came from different parts of the group and could only be coordinated by hand, and for some of them no source code existed at all. Afterwards they were centrally operable and configurable, and the processes ran automatically across every tool.

No source code
connected regardless
Automated
instead of handwork
2013–2014
13 months

Sartorius

Production and research wanted to analyze running processes promptly without shutting down the existing legacy systems. Afterwards both were possible: the legacy systems stayed in operation, and new data sources could be added without touching the core.

Near real time
running processes analyzable
Legacy systems
stayed in operation
2011–2013
over two years

Advastore

The warehouse system with autonomous robots needed more throughput without expanding the hardware. After path planning and job assignment were optimized, the same hardware delivered more.

Same hardware
more throughput, no expansion
7 months
project duration

Documents in the field, even with no signal

For the field teams of several manufacturers, the complete catalog with technical attributes sat on the device, usable on a train or in a factory hall with no connection, syncing as soon as there was a signal again. The same principle carries service documents to your technicians.

Offline
fully usable with no connection
Sync
automatic once a signal returns

Active Physio Therapie und Training

Smaller works too: the therapy and training centre now works from numbers somebody actually looks at in the morning. Planning and actuals in one view, with the processes behind it, instead of a report nobody maintains.

One view
plan and actuals combined
No AI
transparently calculated
Herr Daniel zeichnet sich dadurch aus aktiv auf Problemstellungen oder Lücken in Konzepten hinzuweisen und im Team eine optimale Lösung für solche Fälle zu erarbeiten. Ich bin Herr Daniel persönlich sehr dankbar für die stets offene, zielführende und angenehme Zusammenarbeit. Er ist kommunikationsstark, verlässlich, hat hohe Ansprüche an guten Code und die Zusammenarbeit mit ihm hat wirklich Spaß gemacht.
Dorothea Schwarz
Dorothea Schwarz
Digital Product Owner Data Hubs · Hoffmann Group

Next step

Where do you lose the most time today?

Describe your process

Fits you if

This fits you if

  • your costing for one-off builds rests on the experience of a few individuals, and the past projects exist but cannot be analyzed.

  • documentation, operating manuals and translation cost a substantial sum per machine.

  • your service technicians regularly search for what is documented somewhere already.

  • your machines sit at customer sites and you want to know what you are even allowed to see before anyone talks about remote access.

  • the data must not leave your plant, because of separated networks, customer requirements, or no internet connection at all.

Boundaries

When you are better off doing something else

  • Safety-related functions stay out of scope. Whatever shuts a machine down has to react identically every time: a fixed rule, no exceptions. That keeps your CE conformity where it is today.

  • Without a solid history an analysis cannot be validated. Then capturing the data is the first step, not the AI.

  • Where two readings and a threshold solve your problem, that is exactly the right solution.

  • With a closed machine whose vendor contractually forbids access, settle it with them first. That is not a technical question.

  • For retrofit hardware, control cabinets or PLC programming on your machine you need an automation firm, not me.

  • If you are looking for somebody to monitor your machines around the clock, a service organization is the right address.

Questions

Questions you might be asking

Which AI is suitable for mechanical engineering?

The answer depends on the task, not the vendor. Costing, documentation and service reports are about text and experience, and that is where play to their strength. For measurement series from the machine, classical analysis or a purpose-trained method is often more accurate. We settle first which question you want answered. The technology follows from that.

Our machines sit at customer sites. Does this still work?

That actually makes the start easier, because it works from your own records: costing, documentation and service documents draw on your own project folders, the and the service reports. Where data from a machine at a customer site should come in later, the first question is not the technology but the clearance. Who owns the data, what may your company see, what stays with the customer. That belongs in writing before anything is connected, and ideally in your delivery and service terms rather than in a later conversation.

Where can AI actually be used in production?

It splits by whether you produce in series or build one-offs. If you produce in series, it pays where enough timestamped measurement data exists: catching deviations earlier instead of seeing them at final inspection, condensing maintenance free text into comparable fault patterns, pre-sorting inspection images. In production planning the usable methods are then mostly not but optimization: sequencing, reducing changeover times, balancing capacity. In special-purpose machine building with a batch size of one, the benefit sits elsewhere, namely in costing, documentation, commissioning and service. The entry point is the same either way: one process, one question, one result your people can judge.

Our past projects sit in folders and spreadsheets. Is that enough?

In most cases yes, and I do not expect anything else. Costings, time records and post-calculations are scattered almost everywhere: in the , in project folders, in spreadsheets that grew over the years, sometimes on a network drive nobody has tidied in ages. That is effort in opening it up, but not a disqualifier. More important than the format is whether the old figures are actually true — whether what a machine really cost in the end was recorded, and not just what was quoted. That is exactly what we look at together before anything gets built.

What does it cost?

In stages. Each is estimated and quoted on its own, and the first is usually a single process, the costing aid or the documentation. You commission only the next stage, get a result that is useful on its own, and then decide further. Because the work recurs daily, the first stage has typically paid for itself within a few months. The initial conversation costs you nothing but time and can end with me advising against it.

You are one person. What happens if you drop out?

A fair question, and your co-owner will ask it too. What gets built sits in your own code archive: documented, with automated tests, with an installation that can be repeated. Your systems house or another provider can build on it. On larger undertakings I work with your team or with established partners anyway. And because the first step stays small, you judge me on a finished result before anything important depends on it.

Does this run locally without cloud, and is a local AI GDPR-compliant?

Yes, and in mechanical engineering that is often the only acceptable option. Capture, analysis and even a language model run entirely inside your network, behind the separation between production and office IT, with no outbound connection. That largely defuses data protection: what never leaves your plant is processed by nobody outside it. Machine data rarely carries personal data anyway; service reports with names do, and we treat those fields separately. What a local AI depends on more is the hardware: how many concurrent users, on which machine. How many people will work with it and how fast a response has to be is something we settle together. From that follows which machine suffices and what it costs once.

Our control software is 15 years old. Is this feasible?

That is the normal case, not the obstacle. At Sartorius the legacy systems had to keep working while the data flowed into modern processing. In a corporate project no source code existed for some of the tools, and they were connected regardless. Whether an old application stays connected or is better replaced with something new is your decision. Connecting gets you to a first result faster; replacing pays off once maintenance and workarounds cost more than a rebuild. I build either, and which one works out cheaper for you we calculate beforehand.

What if the vendor offers no interface?

Then what remains is analyzing the communication and going in through whatever routes the system does expose. I have had that task several times in industrial projects. Legally the position is better than many assume: a lawful user may observe and test a program (§ 69d(3) German Copyright Act) and, within narrow limits, decompile it where that is indispensable for interoperability with their own software (§ 69e). Neither right can be validly excluded by contract (§ 69g(2)). The limits are narrow, so we look at the specific case. What remains to check is your warranty: technically possible and contractually clean are two questions.

Can we predict failures with this?

Sometimes. The condition is a hard one: your history has to contain enough documented failures, otherwise a prediction cannot be validated at all. Many operations do not have that data yet. Then capturing it systematically is the first step, and it pays off even without prediction.

Will this change anything on our machines?

Not without your explicit decision. The normal case is reading only: capture data, analyze it, display it. The route out of the production network runs through a clear boundary, and a writing path back is not part of it. If the people responsible for machine safety require a strict one-way street, they get one.

What about real-time requirements?

That is a question of architecture. At Advastore it was coordinating autonomous robot fleets under time pressure: path planning and job assignment were optimized, on unchanged hardware. Worth being precise, because the word means something else in this industry: that is the coordination layer in the millisecond range. Hard real time with a guaranteed cycle stays in the controller, which is where it belongs.

What does the EU AI Act require from us?

It depends on the use. Analyzing and displaying process data is uncritical. As soon as a system influences a safety-related function of your machine it becomes a safety component. Then the AI Act and the Machinery Regulation (EU) 2023/1230, applicable from 20 January 2027, apply together, and self-declaration can turn into involving a notified body. That is why such functions stay out of scope; it keeps your CE conformity where it is today. The binding classification is made within your conformity assessment.

Will you come to the shop floor?

Yes, and usually I have to. Processes and machine data cannot be judged from a screenshot. The first meeting happens at your site, with the people who know the machines and the costing.

Next step

Where do you lose the most time today?

Describe the process, whether costing, documentation, service or machine data. You will hear which of it is worth doing.

Christian Daniel

Christian Danielth3chris