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Migrating From a Whiteboard or Magnet Board to EDGEBIC
Migrating from a scheduling whiteboard or magnet board to EDGEBIC means capturing the knowledge on that board into structured master data, then importing it so the engine can schedule against finite capacity. In EDGEBIC by User Solutions, you turn the board into four lists (work centers, routings, times, and orders), bring them in through built-in Excel and CSV masks, configure your shifts in the application, and schedule the whole plant at once. The board holds one good scheduler's plan for today. EDGEBIC holds the same judgment as data the whole team can see and reschedule in seconds.
Why a board hits a ceiling
A magnet board works because a skilled person stands in front of it and holds the plant in their head. That works up to a point. Past a handful of work centers, no one can track which machine is free, which job feeds which, and which due date is at risk all at the same time. When a machine goes down or a hot order arrives, the board gets rearranged by hand and the previous logic is gone.
The board is also a single point of failure. The plan lives with one or two people. When they are on vacation or leave, the schedule leaves with them. Moving to EDGEBIC is really about turning that private knowledge into shared, structured data that the finite capacity engine can plan against consistently.
The migration is an interview, not an export
You cannot export a whiteboard. There is no file to map. So the migration looks different from an RMDB data export, where the data already exists in a system. Here, the source is the schedulers themselves, and the job is to write down what they know into four lists.
Work centers. Every machine, cell, or station that constrains flow. For each, how many hours it runs and how many identical units exist. This is the capacity the board's magnets were competing for.
Routings. For each product, the sequence of operations and which work center performs each step. This is the flow the magnets traced across the board.
Times. The run time per piece and the setup time per operation. On the board these live as gut feel ("that job takes most of a shift"). EDGEBIC needs them as numbers.
Open orders. The current jobs with quantities and due dates: the magnets themselves.
Capture these in a spreadsheet. The interview to fill them in is the real project, and it is worth doing carefully because it is the first time your process has been written down.
Bringing the lists into EDGEBIC
Once the four lists exist, the import is straightforward, and it follows the same recommended import order any migration uses.
| Board reality | EDGEBIC master data | How it gets in |
|---|---|---|
| Machines and cells | Work centers | Excel or CSV import mask |
| The path a job takes | Routings and operation steps | Two-pass routing import that wires the sequence |
| "That takes about a shift" | Run time and setup time per step | Columns on the routing import |
| The magnets | Manufacturing orders with due dates | Order import mask |
| Which days you run | Shifts, holidays, downtime | Configured in the application, not imported |
Note the last row. Shifts and calendars are set up inside EDGEBIC rather than imported through a mask, which suits a whiteboard shop well because your working hours are simple and you enter them once. The rest comes in through the built-in Excel and CSV masks, mapped column by column.
Start with one cell, not the whole plant
Do not try to reproduce the entire board on day one. Pick your busiest cell or your ten highest-volume products, capture those routings first, import them, and schedule that slice. This is the pilot approach, and it matters more for a whiteboard shop than for anyone else, because you are writing routings for the first time and you want to catch mistakes on a small set.
Schedule the cell, compare the result to what your experts would have done at the board, and reconcile the differences. A gap usually means a missing setup time or a routing step you left out, which is easy to fix and exactly what the pilot is meant to surface. Once the cell matches your team's judgment, you expand product by product.
What you gain over the board
The board captured one person's plan for one day. EDGEBIC gives you capabilities the board never could.
Finite capacity across the whole plant at once. The engine tracks every work center's load simultaneously, so it never double-books a machine the way two magnets in the same slot silently do.
Reschedule in seconds. When a machine goes down, you mark it and rerun. The engine finds a new plan that respects capacity, instead of a manual scramble that loses the prior logic.
A visible bottleneck. EDGEBIC flags the constraint work center and schedules around it, which turns bottleneck identification from intuition into something the engine acts on.
A plan the whole team sees. The schedule stops being private to the two people at the board and becomes a shared view anyone can read.
Room to grow. Once the basics run, you can add due-date-driven backward scheduling, alternate work centers, and a shop-floor kiosk that feeds actuals back into reschedules. None of that fits on a board.
The honest effort
Be clear with yourself about the work. The import is easy. Writing down routings and times for the first time is the effort, and it takes real hours with the people who know the process. That effort is not overhead, it is the point: you are converting a fragile, private plan into durable, shared data. A shop that has run on a board for years usually finds the exercise valuable on its own, before EDGEBIC schedules a single job, because it exposes how much of the operation lived in two people's heads.
The takeaway
To move from a whiteboard or magnet board to EDGEBIC, capture the board's tribal knowledge into four lists (work centers, routings, times, and orders), import them through built-in Excel and CSV masks, configure your shifts in the application, and prove the flow on one cell before expanding. You keep your schedulers' judgment and gain finite capacity across the whole plant, second-by-second rescheduling, and a plan the whole team can see. See the platform on the EDGEBIC overview, read the upgrade path on the RMDB to EDGEBIC guide, and when you are ready to prove it, start with planning an EDGEBIC pilot on one cell.
Expert Q&A: Deep Dive
Q: Our whole schedule lives on a magnet board that two people understand. How do we move that into EDGEBIC without losing what they know?
A: The board is a snapshot; what you actually need to preserve is the knowledge behind it. Sit with those two people and extract four things into a spreadsheet: every work center and how much it can run in a day, every product's operation sequence with which work center does each step, the run time per piece and the setup time per operation, and the open orders with quantities and due dates. That interview is the migration. Those spreadsheets import into EDGEBIC through Excel and CSV masks, and you configure shifts in the application. Once it is in, the engine schedules all of it against finite capacity at once, which is the part your two experts cannot do past a few machines. They stop being the only copy of the plan and start reviewing a plan the whole team can see.
Q: We have never had routings written down. Is that a blocker for moving to EDGEBIC?
A: It is the main task, not a blocker. A whiteboard shop usually carries routings as habit rather than records, so you write them down once as part of the move. For each product, list the operations in order, the work center for each, the run time per piece, and the setup time. Start with your ten highest-volume products to prove the flow, import them, and schedule a single cell first. You expand from there. The one-time effort of writing routings down is what turns an undocumented process into something EDGEBIC, and your next scheduler, can run.
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User Solutions has been developing production planning and scheduling software for manufacturers since 1991. Our team combines 35+ years of manufacturing software expertise with deep industry knowledge to help factories optimize their operations.
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