Understanding an obsolescence management strategy
Despite these risks, operational disruption is easily avoidable if there is a proactive obsolescence management strategy in place. Obsolescence is an unavoidable reality for any long-life automation system. However, how it is managed directly impacts how it affects a company. The purpose of lifetime support is to ensure that technology evolution never becomes an unexpected operational or financial risk for the customer.
Obsolescence management covers several key areas. A thorough obsolescence management strategy must include risk assessment and alerting when a part is becoming old or incompatible, a plan for resolving this (such as replacement parts or retrofits), then the testing and documentation that comes with the replacement itself, and finally, change management and organisation-wide communication for those who should be informed.
| IEC 62402 element |
From a system supplier, this should be demonstrated through |
| Policy & governance |
Global customer support engineering, dedicated obsolescence teams, documented lifecycle processes and governance. |
| Obsolescence management plan |
Customer-specific lifecycle plans, obsolescence registers, budgeting and roadmap planning. |
| Design strategies |
Product roadmaps, form-fit-function replacements, upgrade paths, platform evolution. |
| Risk assessment |
Supplier monitoring, parts lifecycle tracking, phase-out alerts, technical impact assessments. |
| Resolution & continuous improvement |
Retrofits, validated replacements, spare-part strategies, and continuous knowledge sharing. |
Suppliers also assist with the knowledge sharing aspect of managing obsolescence, including distributing updates relating to replacements through internal processes and tools, helping plan and budget for any coming changes, and using it as an opportunity to sustain or improve system performance.
A strong lifecycle strategy from a systems provider should account for monitoring supplier phase-outs, assessing risks, identifying replacements, and include planning, budgeting and decision-making. The overall intention of this is to be sure that the system will continue to run as it should and any obsolescence will have a minimal impact as every aspect of the replacement process has been considered. For the business, this results in better security, certainty, and protected value as they have better control over the long-term performance of the sortation system.
Key areas in obsolescence: backwards compatibility and 1:1 replacements
While the above process is one that should be supported by a systems provider and must be considered during procurement, there are some specific areas that require additional focus. One consideration when protecting sortation systems is backward compatibility, which means ensuring that legacy and older systems integrate seamlessly with modern upgrades and system supportability is maintained throughout any updating process. For example, if a software update is needed, backward compatibility ensures that this will align with older hardware and not prevent it from working.
In order to ensure a system keeps working throughout this, the system supplier must plan for the upgrades, provide training or guidance for any operators of the system, and be aware of any potential risks that could occur. Without this, the time in which it takes to manage the situation and ensure the systems integrate can become very long and very costly. Prior planning removes this risk and ensures the business can operate as normal.