Rescuing Tribal Knowledge: How Connected Workers are Future-Proofing the Shop Floor

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Walk into any manufacturing shop floor, and you’ll see incredible feats of engineering. Automated arms moving with millimeter precision, CNC machines whirring, and dashboards tracking OEE in real-time. But look closer at the human element, and you’ll often find a different story: a veteran operator tapping a gauge just right to fix a pressure spike, a scribbled note taped to a control panel, or a crucial troubleshooting step trapped entirely inside someone’s head. In manufacturing, the greatest asset isn't the machinery—it’s the collective intelligence of the people running it. Yet, as a generation of highly skilled workers prepares for retirement, factories face a quiet crisis: the tribal knowledge drain. The Cost of Silent Knowledge When a seasoned technician retires, their decades of problem-solving don't automatically get transferred to the next hire. They walk out the door. For the incoming digital-native workforce, traditional training methods—like thick, dusty paper bind...

How Plex ERP workflows streamline your operations.


A business workflow is a series of tasks that need to be completed in a specific sequence to achieve a particular goal . Workflows are useful for ensuring that important processes are done the right way every time. 

Workflows can help you see places in your operation that can be automated, eliminate redundant processes and activities, reduce operational expenses, quickly respond to issues or problems, and automate processes.

For example, you may want to define a process workflow for onboarding new employees to ensure that all new employees get the information, policies, and resources they need to do their jobs.

There are two different workflow types that you can implement in Plex:

Standalone Workflow

A workflow that is initiated by the Request Management System and is used to automate an unique business process.

Integrated Workflow

Integrated workflows are available for the following modules and applications as of 10/2023

  • 2-Tier Orders
  • 3-Tier Customer Orders​
  • Accounting Jobs​
  • AP Invoices​
  • Applicant Tracking​
  • AR Invoices​
  • Checksheets​
  • Control Plans​
  • Cost Recovery​
  • Customer​
  • Customer Returns (RMA)​
  • Deviations​
  • Die Maintenance​
  • Employee Expenses
  • Employee Requisition​
  • Employee Review System​
  • Employee Suggestions​
  • Engineering Change Requests​
  • Equipment List​
  • Expense Projects​
  • GL Journal​
  • Improvement Projects​
  • Incidents​
  • Injury Tracking​
  • Internal and Supplier Audits
  • Maintenance Work Requests​
  • MSDS​
  • Multi-Entity GL Journal​
  • Part List​
  • Problem Control​
  • Program Management Iterations​
  • Purchase Orders
  • Quote Tracking
  • Rejection Tracking
  • Requisitions​
  • Supplier​
  • Supplier PPAP
  • Supplier Returns


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