Use Case

Minimizing bill of materials errors in production

Ensure Data Quality

74%
BOM adoption improvement
48%
Support ticket reduction
Minimizing bill of materials errors in production
Manufacturing
ERP
Oracle Fusion

BOM Challenge

Bill of materials (BOM) errors in the Enterprise Resource Planning (ERP) system are preventable at the point of entry. Most systems accept an incomplete or inaccurate BOM record without warning.

Every time an engineer or planner creates or revises a BOM, they enter component part numbers, quantities per assembly, unit of measure, revision level, and effectivity dates. Each field matters. A wrong quantity per assembly multiplies the error across every production run. A component entered under an obsolete revision level pulls the wrong specification from the supplier.

The errors follow predictable patterns. An engineer copies a parent BOM to create a variant and forgets to update the component quantities. A planner changes a unit of measure but does not update the quantity to match. These are not knowledge failures. The ERP does not enforce consistency at the point of entry, and classroom training cannot close a gap that reopens with every new product introduction, every engineering change, and every system update.

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Our Solution

Userlane is a software adoption platform that works inside browser-based applications. For BOM management workflows, it catches documentation errors where they happen: inside the ERP, during the task itself.

Catching BOM errors before they are saved

Validators check each BOM entry as the engineer or planner completes it. A quantity that does not match the unit of measure, a component revision level that conflicts with the header, an effectivity date left blank on a new revision: each is flagged before the record is saved, not discovered when production pulls the wrong parts.

Guiding complex BOM workflows

In-app guidance walks engineering and planning staff through multi-step BOM scenarios inside the ERP: creating variant BOMs from parent structures, managing substitute components, processing engineering change orders across multiple assemblies. It replaces the reference document on the shared drive and the email chain to the senior engineer.

Tracking BOM accuracy over time

The HEART Score, Userlane’s application health metric, tracks the share of BOM entries completed correctly on the first attempt. The engineering or operations team sees the breakdown by product line and staff cohort: where accuracy improved and where errors remain.

The approach

Measure. Act. Prove.

Every deployment follows the same cycle. Measurement comes first, intervention second, proof third. The cycle repeats with each new workflow.

Measure

Userlane records every BOM entry before any intervention starts. The data shows where errors concentrate, so the team acts on evidence, not assumptions.

Validators observe. Every BOM entry is recorded: which fields are completed, which are skipped, where staff default to copying parent records without updating component details. Nothing changes for the engineers. The ERP works exactly as before.

A pattern emerges. Variant BOMs created by copying fail at three times the rate of BOMs built from scratch. Unit-of-measure errors concentrate in raw material lines but not in purchased components. New engineers skip the effectivity date field for weeks after onboarding. The HEART Score puts a single number on the workflow’s health.

The team sees the real problem. Not “everyone needs BOM management training.” One product line needs help with one specific workflow. The intervention writes itself.

Act

Validators and guidance deploy only where the measurement found errors. Targeting the intervention is what makes the result provable.

Validators activate. Only where errors concentrate. A quantity-unit mismatch, a revision conflict between header and component, a blank effectivity date: each is flagged before the record is saved. Product lines with low error rates see no change.

Guidance meets staff in the workflow. Complex scenarios (variant BOM creation, substitute component management, multi-assembly ECO processing) get contextual help inside the ERP. No classroom session, no reference document. The help is where the work is.

The intervention stays proportional. High-error product lines get support. Low-error product lines are left alone. New engineers get onboarding help that experienced staff never see.

Prove

The same measurement that found the problem now tracks whether the fix worked. A rising accuracy rate, confirmed against the operation’s own production data, closes the loop.

The HEART Score moves. The same measurement that found the problem now tracks the fix. Validator pass rates by product line, workflow type, and cohort show whether the intervention worked.

Results track against the target. The goal the team set before the intervention tracks automatically. The quarterly review gets a before-and-after built from live data, not a separate report.

The cycle starts over. The ERP vendor releases a new BOM management module. The ECO workflow changes. The HEART Score flags a dip. Measure, act, prove runs again. The infrastructure is already there.

Proven Impact

When Validators and in-app guidance replace classroom training and reference documents on BOM management workflows, the results show in the operation’s own data: fewer inaccurate BOMs reaching production, lower support volume from the engineering floor, and shorter time to competency for new engineers and planners.

Up to 97%

Task completion rate across enterprise deployments

Up to 75%

Reduction in training time for new staff

Up to 48%

Fewer support requests after deployment

Up to 60%

Lower training costs vs. classroom methods

Frequently Asked Questions

The check runs inside the BOM field the engineer is already completing. No separate verification screen, no pop-up to dismiss, no second save step. An engineer entering a component line sees the flag immediately, in the same screen, before moving to the next line item. In-app guidance appears only for complex BOM scenarios the engineer has not completed correctly before. Routine entries that pass validation trigger nothing.

The HEART Score tracks the share of BOM entries completed correctly on the first attempt, broken down by product line, workflow type, and staff segment. Goals set the target before the intervention starts. At the quarterly review, the movement is visible against that target. For the engineering team, the figures to cross-reference in the operation’s own data are production material variances and ECO rework volumes: if the HEART Score’s Risk dimension is improving and material variances are falling in parallel, the improvement is confirmed from two independent data sources.

No. The workflow stays the same. Validators run inside existing fields, not as a separate step. In-app guidance replaces the external reference materials engineers already use: BOM management SOPs, reference documents, queries to senior engineers. Staff do not learn a new process. They complete the same BOM documentation in the same screens, with checks and guidance running underneath.

Userlane works inside browser-based ERP platforms, including SAP, Oracle, Microsoft Dynamics, and Infor. The extension deploys through the organization’s existing device management, with no changes to the ERP itself. Validators and guidance are configured to match the operation’s specific BOM management workflows and engineering standards.

Technical setup, including deployment and identity integration, typically completes in the first two weeks. Validator and guidance content for BOM management workflows is built in parallel and goes live in weeks six to eight. Validators can run in measurement mode from the start, capturing the error rate while content is still being authored. This means the operation has before-and-after data from day one of the intervention.

Yes. The engineering team or a content builder updates Validators and guidance without IT involvement or changes to the ERP. When a standard changes, the updated content is live the same day. This matters for BOM management because engineering changes are frequent: new product introductions, component substitutions, revised assembly specifications, updated regulatory compliance requirements.
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