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Select Data
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Choose Play
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Make Decisions
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SourceOptima Playbook

Turn your CAD into decisions.
A. Compliance & Technical Classification
HTSUS Classification & Raw Material Lookup

Instantly assigns 10-digit US HTS codes, alternate codes, and raw-material HTS references, flagging ambiguities and re-classification risks.

Multi-Assembly BOM Comparison & Compatibility Analysis

Side-by-side BOM differencing: identical, substituted, or omitted parts; material and finish changes; functional compatibility call-outs.

B. Supplier Intelligence & Sourcing Power
Supplier Mix Health & Sourcing Risk

Snapshot of single- vs multisourced parts, capability overlaps, and metadata gaps that threaten agility.

Supplier Capability Gap & Overlap Map

Visual map of materials, finishes, tolerances, and processes covered (or not) by each supplier.

Sourcing Negotiation Opportunities

Ranks highest-impact parts and suppliers for cost leverage; suggests bidding, consolidation, or development strategies.

Cost-Per-Part Outlier & Savings Hunt

Benchmarks cost/part and cost/mm against supplier/site averages; quantifies annual savings from overpriced items.

Supplier-vs-Site Efficiency Matrix

Heat-map of average cost/part for every Supplier × Site cell, revealing low- and high-efficiency pockets.

C. Quality, Manufacturability & Risk
Complexity-to-Risk Heat-Map

Blends Complexity Score, tightest tolerance, and finish count into a Manufacturing-Risk Index; highlights top high-risk parts.

Tight-Tolerance Watch List

User-set tolerance limit (e.g., ≤0.02 mm) drives an alert list for Cpk studies and capability audits.

Special-Finish Usage Tracker

Counts parts per finish, flags finishes with high demand but low supplier coverage.

D. Material Strategy & Sustainability
Material Consolidation & Long-Tail Reduction

Aggregates annual volume and mass by raw material, flags low-volume/high-supplier “long-tail” materials, and suggests substitutes.

CO₂ Footprint & Sustainability Dashboard

Converts material mass to CO₂-eq; lets users toggle substitutions and see potential emissions cuts.

E. Packaging, Logistics & Dimensional Insights
Size-Envelope & Packaging Optimiser

Analyses largest/smallest dimensions and aspect ratios to recommend tray layouts, carton sizes, and freight classes.

Oversized Part Alert

Lists parts exceeding user-defined size or aspect-ratio limits to pre-empt shipping and tooling issues.

F. Data Integrity & Digital Thread Health
Missing-Data & Quality-of-Source Auditor

Counts “No information available” entries and ranks drawings for re-capture priority.

Duplicate Drawing & Revision Merge Scan

Detects duplicate part numbers/descriptions across revisions; proposes clean-up and spend consolidation.

Offer these grouped plays as clickable cards—users pick, the AI delivers board-room-ready insight in minutes.
Ready to Take Action?
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