Case study · Form+

Form+: the flagship, in 200+ production sites.

A batching execution and recipe system, with ERP and MES integrations that connect plant-floor batch data to enterprise systems.

Problem

Manufacturers needed a dependable way to run recipes and batch execution, with the data flowing on to their enterprise systems.

My role

Global product manager. Launched the product. Owned release priorities. Also ran the business development and solutions consulting that sold it. I created the product’s public positioning and materials.

Outcome

Now the flagship offering, deployed in 200+ production sites worldwide, and still actively sold as Mettler Toledo’s flagship recipe and batching software.

From sketch to flagship

From a hand-sketched box to a product page.

Hand-sketched FormEntry concept box
Concept boxThe original hand-sketched box, from the very early concept phase. Concept name “FormEntry”: “Build your workflows the way you work.”
Early web-based Form+ recipe management screen
Web recipe screen, 2016The web-based recipe management screen (Add Recipe, with process steps and materials).
Early Form+ weighing screen on the terminal
Weighing screen, 2017An early weighing screen on the terminal, with target and tolerance bar.
Form+ today ↗
The flagshipStill actively sold. See the public product page.
Early web-based Form+ recipe management screen, full size
The web-based Form+ recipe management screen, dated 10 June 2016.
Key decisions and trade-offs

The calls that shaped it.

  • REST API
  • Instant settings
  • Zero-touch devices
  • Whole-solution selling
  • Reused trial box

One API instead of a dozen connectors.

Instead of building a connector for each ERP, I specified a simple REST API, unlocked by its own license. Customers could connect their ERP directly or through custom middleware from day one.

Settings you can try right away.

I kept system settings simple and, where possible, effective immediately. System owners could change a setting, see the effect, and decide whether it fit their process.

Zero-touch devices.

The industrial PCs on the floor found the server on their own and configured themselves, with no network setup. Each device’s settings went to the server automatically, and the server drove the device’s UI from there.

Selling the whole solution, not just hardware.

Our sales reps were used to selling hardware, which left customers to solve their own problems with it. I helped them see that software let us solve the customer’s whole challenge as a complete solution.

The same leave-behind trial box.

The Collect+ USB trial box was reused for Form+ with the same design, rebranded.

The playbook applied

From customer pain to solution.

Bad Batches

Human errors cause mistakes, rework and wasted material

Reduce Bad Batches

Prevent human mistakes and eliminate unnecessary waste

Inconsistent Quality

Process is not repeatable from one operator to the next

Consistent Results

Repeatable workflows with clear operator guidance, every batch

Poor Documentation

Paper processes are tedious and audits are stressful

Process Traceability

Every operator action recorded automatically

Customer painSolution
From the field

Where the product is used.

Names and logos are removed out of respect for the customers.

Andrew in a chef's uniform running a hands-on demo for sales leaders
Engaging leadership

The day I demoed software in a chef’s uniform.

The audience was the senior leaders of each country’s sales organization. Most of them rarely touched the hardware, and they were skeptical about selling software on top of it. I wanted them to see how easy Form+ is for the customers who use it every day, especially food and beverage manufacturers.

So I put on a chef’s uniform and ran a hands-on demo as if I were working in their customer’s kitchen.

The room went from arms-crossed to surprised to engaged. The session stuck. Those leaders took that energy back to their sales teams and used it when they pitched the product.

Meet your audience where the buyer lives. When people can picture the customer’s world, they stop debating features and start selling outcomes.

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Contact

Ready for a full-time role, and easy to reach.

I’m based in Concord, New Hampshire, and I’m looking for my next full-time role in software product management or business development, in any industry.

contact@andrewbowman.me
Portrait of Andrew Bowman