{"id":32711,"date":"2023-05-16T09:00:00","date_gmt":"2023-05-16T13:00:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=32711"},"modified":"2025-12-03T05:45:43","modified_gmt":"2025-12-03T10:45:43","slug":"5-key-stages-in-the-production-process","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/5-key-stages-in-the-production-process\/","title":{"rendered":"5 key stages in the production process and how to track success"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/strategy-legal-operations\/\" class=\"entry-header__link\">Strategy, Legal &amp; Operations<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t5 key stages in the production process and how to track success\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2023-05-16T09:00:00-04:00\">May 16, 2023<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"5 key stages in the production process and how to track success\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/5-key-stages-in-the-production-process\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author\">\n\t\t\t<div class=\"co-authors\">\n\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/joechurchwoods\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/05\/Joe-Yard-2-crop-350x350.jpg\" class=\"entry-author__image\" alt=\"Joe Church Woods\" \/>\t\t\t\t<span class=\"entry-author__name\">Joe Church Woods<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\t\t<\/div>\n\n\n\n\n\n<p>Late shipments, excess inventory, and unsatisfactory quality are all symptoms of poor control. <\/p>\n\n\n\n<p>You can remedy this by implementing software that improves visibility throughout the production process, from pre-production to shipment and delivery.&nbsp;<\/p>\n\n\n\n<p>Manufacturers configure production to suit the characteristics of the product they sell. <\/p>\n\n\n\n<p>Some operate as job shops or craft businesses, while others produce large quantities of a single item through a dedicated production line.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Despite their differences, all need effective monitoring and control to meet your customers&#8217; expectations. <\/p>\n\n\n\n<p>In this article we&#8217;ll discuss the production process, including its contributing factors and tracking key milestones.<\/p>\n\n\n\n<p><strong>Here&#8217;s what we&#8217;ll cover:<\/strong><\/p>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-what-is-the-production-process\" data-level=\"2\">What is the production process?<\/a><\/li><li><a href=\"#h-5-key-stages-of-the-production-process\" data-level=\"2\">5 Key stages of the production process<\/a><\/li><li><a href=\"#h-key-milestones-for-success\" data-level=\"2\">Key milestones for success<\/a><\/li><li><a href=\"#h-how-automation-enhances-the-production-process\" data-level=\"2\">How automation enhances the production process<\/a><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-the-production-process\">What is the production process?<\/h2>\n\n\n\n<p>Production entails transforming raw material inputs into higher-value goods and is often considered the heart of&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/supply-chain-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">supply chain management<\/a>. <\/p>\n\n\n\n<p>The production process is a series of value-adding steps that transform raw materials from one state to a more useful form. <\/p>\n\n\n\n<p>It spans every aspect of manufacturing, from raw material procurement to manufacturing processes, packaging of the final product, shipping, and dispatch.&nbsp;<\/p>\n\n\n\n<p>There are four types of production:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mass production<\/strong>&nbsp;is where a production system is geared towards making very large quantities of a single product.&nbsp;<\/li>\n\n\n\n<li><strong>Batch production&nbsp;<\/strong>handles a range of related but different products. Variations might take the form of colors, sizes, or pack formats. Manufacturers produce a batch of one product, before producing a similar product in a different size, shape, or format.&nbsp;&nbsp;Large products made in small to single-piece quantities often use a&nbsp;<a href=\"https:\/\/www.mbaskool.com\/business-concepts\/operations-logistics-supply-chain-terms\/18082-job-production.html\" target=\"_blank\" rel=\"noreferrer noopener\">job production<\/a>&nbsp;process. Here, the inputs come to the product rather than being moved from machine to machine and department to department. Shipbuilding is a prime example.&nbsp;<\/li>\n\n\n\n<li><strong>Service production&nbsp;<\/strong>is a defined and controlled process that delivers a service rather than a physical product. Banking and IT are examples of industries that use service production. In some cases, the service may have physical characteristics, like in the food preparation industry.&nbsp;<\/li>\n\n\n\n<li><strong>Customized production&nbsp;<\/strong>takes two forms:&nbsp;craft production&nbsp;and&nbsp;<a href=\"https:\/\/www.ptc.com\/en\/blogs\/iiot\/definition-of-mass-customization\" target=\"_blank\" rel=\"noreferrer noopener\">mass customization<\/a>.&nbsp;Craft production&nbsp;is when an artisan makes one or a very small number of pieces, typically using only simple hand tools e.g. dressmaking. In&nbsp;mass customization, a manufacturer gears up to produce large quantities but can tailor each item to suit individual customer requirements.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>It\u2019s important to keep in mind that these processes are seldom exclusive. Often, an activity that\u2019s predominantly one type will incorporate elements of others. <\/p>\n\n\n\n<p>A&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/blog\/supply-chain-diagram\/\" target=\"_blank\" rel=\"noreferrer noopener\">supply chain diagram<\/a>&nbsp;can help you visualize the flows and processes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-key-stages-of-the-production-process\">5 Key stages of the production process<\/h2>\n\n\n\n<p>Moving from product design to manufacturing entails planning and organizing the activities associated with production. There are five stages in the process:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Planning<\/h3>\n\n\n\n<p>Production planning involves detailing all the steps needed to turn a design or concept into a physical product and get it to the customer. <\/p>\n\n\n\n<p>It forms the basis of a production schedule and ensures the resources needed\u2014manufacturing equipment, materials, quality control devices, etc.\u2014will be available.&nbsp;<\/p>\n\n\n\n<p>Planning is essential to control production costs. It is the key to capacity planning and management and ensures everyone involved in the production process understands what they must do. <\/p>\n\n\n\n<p>Planning can be simple. In fact, some businesses have success using a simple Excel&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/blog\/production-planning-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">production planning template<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Routing<\/h3>\n\n\n\n<p>Routing is a map showing the path materials, components, and subassemblies will take through manufacturing on their journey to become the finished product. <\/p>\n\n\n\n<p>It shows the individual machines, which may be linked or configured as a production line or cell, or arranged in functional groups. <\/p>\n\n\n\n<p>The routing will usually include cycle and setup time estimates and possibly also expected yields. This forms the basis of production scheduling.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Scheduling<\/h3>\n\n\n\n<p>With the routing defined, it\u2019s possible to schedule the flow of work through the factory. <\/p>\n\n\n\n<p>Scheduling involves considering batch sizes (in batch production), setup times, and required delivery or completion dates to determine when orders must be released to production. <\/p>\n\n\n\n<p>Poor or inefficient scheduling may cause&nbsp;bottlenecks.&nbsp;Scheduling is less complex with continuous processes, but still necessary.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Dispatching<\/h3>\n\n\n\n<p>This is the release of orders, material, and sometimes tooling, to production. <\/p>\n\n\n\n<p>It\u2019s done at the time dictated by the production schedule. <\/p>\n\n\n\n<p>The order paperwork accompanying the material often incorporates a barcode that is scanned in and out of each operation or manufacturing process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Follow-up<\/h3>\n\n\n\n<p>Follow-up is a way of identifying improvement opportunities. <\/p>\n\n\n\n<p>It compares actual performance with the production plan to identify variances or deviations. <\/p>\n\n\n\n<p>These are used to refine the plan and possibly initiate factory improvement efforts, with the goal of reducing their magnitude to zero.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-milestones-for-success\">Key milestones for success<\/h2>\n\n\n\n<p>Reviewing performance after the order has shipped is good for identifying improvements to the production plan and the manufacturing process. <\/p>\n\n\n\n<p>However, it doesn\u2019t avoid the consequences of inferior quality, late delivery, or being short on quantity.<\/p>\n\n\n\n<p>The best way of keeping every order on target is to track milestones at key stages, including:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Pre-production<\/h3>\n\n\n\n<p>A lot of things must come together before a production line can run. Details depend on industry and product, but common examples include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Material must be of the required standard.<\/li>\n\n\n\n<li>Colors must match.<\/li>\n\n\n\n<li>Packaging must be designed and produced to specification.<\/li>\n\n\n\n<li>Presses must be set up to produce metal shapes of the right dimensions and without cracking.<\/li>\n<\/ul>\n\n\n\n<p>These points all form a pre-production milestone. If any of them are incorrect, the production run will almost certainly result in a product that either can\u2019t be sold or can only sell for a steep discount.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-example-pre-production-tasks-for-personal-care-products\">Example: Pre-production tasks for personal care products<\/h4>\n\n\n\n<p>For personal care brands, confirming both colors and packaging samples is common before a production run. <\/p>\n\n\n\n<p>Colors can vary slightly between suppliers and even from different machines, so it\u2019s important to confirm they are correct before production starts. <\/p>\n\n\n\n<p>In addition, if you&#8217;ll be using new tooling for packaging, it must be carefully inspected and signed off on first.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Production<\/h3>\n\n\n\n<p>During production, tracking progress against schedule and in terms of quality is essential. <\/p>\n\n\n\n<p>This is to avoid any quality problems that would force rework or scrapping of parts, and to ensure the order or batch stays on schedule. <\/p>\n\n\n\n<p>It requires visibility into manufacturing processes and, if not done, almost guarantees the product will ship late.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-example-production-tasks-for-cut-and-sew-goods\">Example: Production tasks for cut-and-sew goods<\/h4>\n\n\n\n<p>In a business making apparel or other home goods using fabric, there are several activities to track. These could include the completion of primary processing steps like weaving and dying. <\/p>\n\n\n\n<p>In such a scenario, setting up a production tracker is useful. Typically based on a template, this assigns each task, defines checkpoints, and provides details to help the team and suppliers execute. <\/p>\n\n\n\n<p>Detailing expectations ahead of time reduces the risk of issues during production.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Pre-shipment<\/h3>\n\n\n\n<p>Customers expect high quality, a satisfactory appearance, and good performance. <\/p>\n\n\n\n<p>To avoid complaints, warranty claims, or returns, your team must closely inspect the final product and packaging before shipping. <\/p>\n\n\n\n<p>You should also check to see if there are any documented customer requests so that you can ensure they\u2019re fulfilled before shipping.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-example-pre-shipment-tasks-for-food-or-beverage-products\">Example: Pre-shipment tasks for food or beverage products<\/h4>\n\n\n\n<p>Food and beverage products are often subject to strict regulation and quality control. A brand selling edible products must ensure the pre-shipment process includes a check for appropriate documentation. <\/p>\n\n\n\n<p>This may include requesting certificates of authenticity, quality release forms, and\/or third-party testing documents from the supplier before moving goods into the Shipment milestone.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Shipment and Delivery<\/h3>\n\n\n\n<p>For your customers to be satisfied, they need to receive what they ordered, in the correct quantity, to the required standard, at the expected date and time. <\/p>\n\n\n\n<p>You can accomplish this by cross-referencing each order against its documentation at each step of the process to ensure nothing is missed. <\/p>\n\n\n\n<p>Incorporating a checklist or template that prompts these cross references is one way to avoid overlooking anything pertinent.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Similarly, you&#8217;ll want to make sure your customers have accurate and up-to-date shipping and tracking information. <\/p>\n\n\n\n<p>For example, if their tracking link says that their \u201cshipping label is being created\u201d for days on end (even after the item has shipped), they&#8217;ll have no idea where their package is or when they can expect it. <\/p>\n\n\n\n<p>This can reflect poorly on your business, so be sure to choose reliable fulfillment and shipping partners that employ organized, accurate, and transparent shipping practices.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-automation-enhances-the-production-process\">How automation enhances the production process<\/h2>\n\n\n\n<p>Tracking progress against milestones takes time and effort\u2014unless it\u2019s automated. <\/p>\n\n\n\n<p>Automating data capture and analysis can help by generates information faster, saving you time, minimizing errors, and improving overall operational visibility.<\/p>\n\n\n\n<p>Using appropriate supply chain management software, such as <a href=\"https:\/\/www.sage.com\/en-us\/products\/supply-chain-intelligence\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Supply Chain Intelligence<\/a>, makes production data accessible, actionable, and auditable.<\/p>\n\n\n\n<p>Sage Supply Chain Intelligence supports automated task and activity tracking throughout every type of production process, with centralized document management and payment tracking.<\/p>\n\n\n\n<p>In addition to pre-configured milestones and automated check-ins with suppliers, the latest enhancement gives better visibility throughout the order lifecycle and production process. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\">Final thoughts <\/h2>\n\n\n\n<p>Effective production control is the foundation of consistent quality, on-time delivery, and customer satisfaction.<\/p>\n\n\n\n<p>Whether your business runs a high-volume production line, a craft shop, or a hybrid approach, the same principles apply: planning, routing, scheduling, dispatching, and follow-up are essential to staying competitive.<\/p>\n\n\n\n<p>Tracking milestones at pre-production, production, pre-shipment, and delivery ensures potential issues are caught early, rather than after goods reach customers. <\/p>\n\n\n\n<p>Done well, this minimizes costly rework, late shipments, and excess inventory.<\/p>\n\n\n\n<p>The complexity of today\u2019s supply chains makes manual oversight difficult and risky. That\u2019s where automation and supply chain management software can really help you up your game. <\/p>\n\n\n\n<p>By digitizing routine checks, centralizing documents, and making data instantly accessible, you gain real-time visibility into every stage of the production process. <\/p>\n\n\n\n<p>This doesn\u2019t just reduce errors\u2014it frees teams to focus on continuous improvement and customer service.<\/p>\n\n\n\n<p>Ultimately, adopting the right tools and practices turns production from a potential bottleneck into a competitive advantage, ensuring your products are delivered with the quality, timeliness, and reliability your customers expect.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.sage.com\/en-us\/products\/supply-chain-intelligence\/\" target=\"_blank\" rel=\"noreferrer noopener\">Explore Sage Supply Chain Intelligence<\/a><\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Explore the 5 key stages in the production process and learn more about the best milestones to track for success.<\/p>\n","protected":false},"author":1847,"featured_media":4230,"menu_order":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[44],"tags":[195,399,170,346,153,272,34,36,154],"business_type":[40,41],"lilypad":[],"context":[],"industry":[53],"persona":[98,97],"imagine_tag":[245,434,504,233,484,230,1032,237],"coauthors":[592],"class_list":["post-32711","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-strategy-legal-operations","tag-boss-your-business","tag-business-continuity","tag-business-strategy","tag-cloud-technology","tag-growing-a-business","tag-productivity","tag-small-business","tag-supply-chain-management","tag-technology","business_type-small-business","business_type-growing-business","industry-manufacturing"],"sage_meta":{"region":"en-us","author_name":"Joe Church 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