Rockwell Automation, Inc. (ROK) Earnings Call Transcript & Summary

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Thank you, Shannon, and thank you, everyone, for here today. It's always a pleasure talking with you about this digital transformation technologies. And it's time again for another augmented reality webinar. So what's the title? Help! Our best worker just retired. Pretty interesting, right? So let us begin. Again, I'm Hector, I'm based in Mexico City. And we are here always to help you take the best decisions when it comes to digital transformation technologies. So let's begin. The day has come. What do I mean by that? Remember, our best worker just retired. And that's what just happened here in this fictitious company. Admin, whatever you want to call it, maybe it's your own organization. The expert, the best worker, the one with all the knowledge has retired. This is his last day. And all the people are happy to say "Goodbye, congratulations, enjoy your retirement, have a lot of ventures," et cetera. The excitement phase away, and what happens next? They start to wonder, "Do you remember how his job is done? Who knows how to do his work. I don't. Me neither. What do we do? Where is that knowledge? Maybe that person, the best worker who just retired, has left, but also leaving with all the information, the main information, the principal information for that work, for that procedure, for that activity." But that's not a bad thing. I mean, he wasn't meant to do it because he's [ able ] or because he wanted to live with that information. Sometimes it happens, you rely on one person, and that information gets [ guarded ] inside his head or her head, right? So we need to consider that when it comes to getting that information from the expert. How do we learn that? How can we get that information from the [ expert ] and keep it safe for future generations, okay? So let's talk about the facts. We're facing a potential workforce skilled crisis. And there's a lot of reasons, maybe a lot of things that are happening right now because of that. One of the things is nearly 45% of manufacturing leaders admit they have turned down business due to lack of talent. One of the things that I would like to say is that I don't think it's due to lack of talent. I think it's because they do not have the proper training and the proper knowledge to follow along with that business, that new business. The second one is the manufacturing skills gap could leave as many as 2.1 million jobs unfulfilled by 2030. And maybe because of the trends about work, about the industrial work, it's getting closer to that amount of people who aren't filling those jobs. And 50% of frontline workers say the skill gaps negatively impacts their productivity. As I was telling you, where did that knowledge lives? What if that person lives with the knowledge and the people don't know what to do. Maybe they have the idea, but don't know how to fulfill it properly with a great quality the first time and with a lot of value to the business. Not only that, we need to consider that the fact that we don't have the business, that we don't have the skills and the knowledge, propagates into the whole organization. right? We have issues beyond the lower production levels or beyond the lower quality levels. And this impacts directly into development and innovation, maybe satisfy customer demand, respond to new market opportunities. These things that you're looking at in the slide, the percentages and whatnot, is related to asking CEOs, management and directors, what's happening with the knowledge and the skill gap? How does this impact the way they do business? And here are the numbers. I'm not lying. This is something that's been asked to those people. We need to do something about it, right? So we need to look at the hard facts and consider that how this knowledge will eventually be propagated into my organization without having to rely on one person, okay? By the way, we need to ask ourselves, where are all the workers? Let's address the factors of having a reduced workforce nowadays, right, not only about the outdated tools, but also the shrinking workforce and how people perceive the way we do industrial work, right? They don't want to fulfill that those jobs data and replacing the people that are retiring because of the way the new generation see the industrial work, right? They think about it as dirty, as difficult and some other things that we need to consider when it comes to new jobs or new fulfillment of jobs. Innovation moving forward, we are having complex products, complex processes. We need to reduce that learning curve in order to fulfill those procedures in a good way. And that's not happening as of right now. But we are moving forward, but in a slow pace. The updated tools. We're still using all the equipment, paper-based instructions. This remain in the manufacturing world. The way we look at information and search for information, sometimes we rely still on paper or in-person communication and, of course, ineffective training. Because of the third point, the updated tools, we do still have some ineffective training, right, where you have conventional training methods, the over-the-shoulder learning for the people. We have limited instructors. The expert has retired, as I was telling you, the expert is not on site for the training, all those things are considered when it comes to how we manage information, right? So you have the story, the person left with the knowledge. We have outdated procedures, we have ineffective training. Sometimes it happens. So what do we do? What can we do with these areas of opportunity? That's the question I ask you is totally rhetorical. You don't have to answer it right now, but we will have a discussion at the end of this webinar, so you can ask anything you want, okay? So what can be done? We can connect frontline workers with critical information through extended reality, in which we talk about augmented reality and all its capabilities, right? So yes, we connected, guiding through them task, workers -- making the workers safe and in compliance, enabling interaction and some other benefits that comes from placing digital information in front of a physical environment, interacting with it without the need of a computer or some big equipment to do a procedure or some instructions, following along some instructions. So there's a lot of use cases that augmented reality can resolve. But one of the things that I find really interesting is, of course, knowledge management, having a single source of information, a single source of truth on which all my workers can consult and then follow along instructions without the need of someone in front of him or in the -- or over the shoulder, right? They will be able to get that information to complete procedures and instructions in a clear way and directly from the source. And that source is the brain of the best worker, of our best engineers, right? So knowledge management identifies a series of use cases like remote assistance, without the need of having someone on site or in-person to follow on instructions, knowledge capture, quality inspections and CAD-based instructions. If you heard -- if you've been in another webinar or -- of AR from Rockwell or maybe you've heard in a live event, I always say that one of the things augmented reality needs to do, it's being versatile. This versatility allows us to get that information and work with different information without the need or depend on something specific, like do I need a pair of eyewear? It's mandatory? Do I need [ CAD ] models to create augmented reality experiences? Is that mandatory? The answer is no, if you have the right tools. Augmented reality should allow you to work with only the knowledge of the worker, only with a mobile phone or maybe just follow along with the procedure of an assembly of a CAD model. So that versatility comes with the knowledge management and how we share that information to our workforce. So the thing we need to do with knowledge management is precisely digitize work instructions. When we digitize work instructions, we have the safety, the security that this information will be placed in a single area. So for this, we work here at Rockwell with a technology that comes from our Innovation Suite portfolio that is called Vuforia. And in the specific case of knowledge management, we do have work instructions, okay? So the thing with the work instructions is that we need to have the capability of capturing and optimizing critical workflows without the need of digital external information, okay? So -- sorry, we need to capture and scale domain expertise, we need to facilitate the SOP creation, improve safety and compliance and benefit the way the worker uses that information directly from the expert. So we need to capture that information in the form of videos, maybe images, maybe written instructions. We need to edit that information, but also have a tool that is capable of identifying all the steps that we have available. We need to distribute that information, which is the main thing for capturing digital information or digitizing work instructions. How do we distribute that? Directly in the cloud. So we edit that information, we publish that information and distribute that information to all of our users. Once we do that, we execute the instructions through a series of handheld devices and eyewear. Maybe it's a tablet, maybe it's a mobile device. And of course, our pair of eyewear that allow -- that will allow us to see that information directly from our eyes. At the end, all is queued, all this sounds perfect and very idealized. But the thing is we need to be certain that the instructions were followed correctly. So we'll analyze that information through a series of historic trends on how the user follows those instructions, how long it took to follow those instructions, okay? So let's put the name of the solutions on one side and talk about that versatility. If you have those capabilities in order, you will be able to follow along these instructions digitally and, of course, have the certainty that the person is working with the updated instructions and with the right set of procedures, okay? So as I was telling you, it's very interesting talk about technology, but you need to direct that technology into use cases, okay? So you will have instructions for the field technician. You will have an installation commissioning for work instructions, maintenance and setup and all across the value chain. All those things will be placed in your area of work, in different teams, and they all can benefit of having digitized work instructions. So the next thing we're going to see is knowledge capture, okay? So we're going to look at a video and see how these feels in field, in the work field, okay? So you will see right now a video on how the expert, the best worker, before he retires maybe or maybe because he's really busy, he's capturing the information through his eyes. He's using a pair of eyewear and capturing videos and photos that will create the whole procedure, the digitized procedure for the whole team, right? So the thing with capturing that information is that he's using a pair of eyewear. He's using command voices and hand gestures to do the capture to identify where the first step and the second step and the third step begins or ends. And this will allow the system to identify through the editor how many steps this procedure has. So we're looking at the way that person, the expert is following along the instruction that he already knows by heart and capturing for the other users to take advantage, right? Take a picture. So right now, he's following along these instructions, capturing the information. And when he's done, he doesn't need to take off his glasses or do something complicated to finish that procedure, he just needs a series of command voices to complete this [ type of ] instructions he's creating, okay? So right now, all the things the expert is looking at, it's getting recorded, okay? He just needs to add the way he places the [ location ] of that information, the way he captures the photos and some other things that will be important for the user once he gets to use it, right, the other teams. So once he does the editing in a web browser tool that connects directly to the cloud, how does this look? Maybe the team has a lot of eyewear so they can take advantage of those procedures directly into their eyes. And we're going to look on this capability. So right now, this is the procedure that the expert captured. This wasn't an intended construct. But yes, the expert captured this procedure, the user now has an interface in which he can look at where the first step begins. Once he gets her -- he or her -- or she gets closer to the area, an interface will appear with instructions and the media to follow the instructions along. They will be able to look at videos. They will be able to look at photos, the instructions that expert wrote in that interface to complete that first step, okay? So you can see how many steps the procedure has, what to do and where to follow once you're finished with the first step. One of the features that the pair of eyewear has is that you can geolocalize the next steps into your procedure. They will be located in an area. And when you capture that information, you can place where the next step begins and ends and move along into the next step, following a series of digital or augmented reality arrows to move to the next step. So you're moving and looking at information. That's an easy way to understand information. What am I doing? I'm capturing the information that the expert has for himself, not on purpose, of course, because he's been doing it a lot of years, and then sharing that information to all the people in my organization. That's a benefit because you don't need to worry about the trainings, luckily, having to travel to another location to do the next and the next and the next training. But having a repository of information, so they can take it from the cloud, that published information, and then consult it anytime they need it, okay? Maybe it's for training, maybe it's for the everyday tasks. This is the way we can achieve this process. But what if I don't have a pair of eyewear for everyone in my organization, right? Maybe we don't. I hope we had like 20 HoloLens available for all the users, but we don't. So let's see an example of one of our digitized instruction solution that's using a mobile device. This is a tablet, and you're going to look at it right now. They will follow along the instructions. They will get to see where the first step begins, of course. But there is no floating interface in front of them. They do have the information, okay? They can see the videos, they can see the images to follow along the instructions. But they will not be able to see the floating interface or being able to use their hands. This is not something negative because we can adapt these solutions or these work instructions into the way we -- no -- into the devices we have available, okay? So in this case, we do have the step-by-step following along, where the next step begins and then the one ends, but we need to have tablet in our hands, okay? This is a good thing because we have the versatility now also of our technologies on how we work with digital information, but also how can we use that digital information with a series of different devices, okay? So I have a tablet, a couple of tablets, maybe 5 mobile devices and 1 eyewear. I can use the eyewear to capture maybe to follow along some instructions. But if this couple of -- this pair of eyewear has been used by someone else, then I do have the capability of getting that information in other devices, okay? So as I was telling you, it's a very simple thing, right, like 1, 2, 3, I capture, I edit, I publish, and everyone can use it and everyone's happy. And that's a good thing. But as I was telling you before, we need to be certain that these instructions are being followed correctly, that we have the ability to see that these instructions were completed on time, that they have an acknowledgment, the people have an acknowledgment of each step and, of course, have a historic list, a historic trend on how each user follow these instructions. Not only that, but there are other -- there are certain industries like the life science industry that need to have digitized acknowledgment of instructions that were made or digital documentation for each procedure that they are following. Like there are certain standards within the life sciences, for example, that includes even digital validation of information, including, of course, the electronic signatures, right, the legally binding equivalent of handwritten signature. Since we're talking about all-digital instructions, then, of course, we're going to have a digital validation of what we're doing, yes? We will submit a procedure for an approval workflow. We will identify which approval workflow we're working on, maybe it's a business approval, maybe it's a subject-matter expert approval. But all these things we will follow, followed by a digital signature, yes? They require the user to enter the user credentials and a [ notification ], right, to prove that this is the person that's signing that procedure. And all these signatures and approvals will be recorded -- would need to be recorded and timestamp every time an approval needs to be done. So yes, we will have this in order to follow along all the trails, to be certain that the procedure was approved for all of our users to follow or use or publish or consult, of course. And let's see an example, be the example of this. So I was talking about how we capture and how we use that information. What you're looking right now in the video, it's the editing area. And in this editing area, we will assign approvals for each procedure that we have. So in this case, I have a business approval, a quality approval, and we have other types of approval that we can use, a subject-matter expert approval, for example. And this is very important because at the end, that approver, we'll need to see that the information that they are releasing is correct for all the organization to use, right? So we have versioning capabilities for the capture of this information. And of course, we will be able to download all of these documents associated with the approvals, right? One of the things is that, as I was telling you, to prove that the signature made is from the right person, you will have to connect to your credentials to make that approval to that -- to have that signature. And as you can see, we're having a -- like a follow along of how I'm connecting, placing my password and whatnot. Some of the things that I would like you to see is that on the right side of your screen, we have the versioning, who follow along that versioning, the users, when it started to how it ended and some other approval procedures that we have available for expert capture, okay -- sorry, for knowledge capture. So one of the things that I was telling you is that these instructions can depend on digital media just like photos or videos, but also having the capability of using precisely CAD models and placing that information oriented into how we use that media. So this -- before your work instructions, we can use the capabilities of the expert captures that we were talking before and scale that into engineering excellence by the use of quality inspections and follow the instructions of editing, as we've been doing before, using CAD models to identify points of interest and then have a history of information available for us to work with these instructions. So all of these procedures will be saved into the cloud, and they will be consulted through a single application. All of these procedures don't need to publish a different application and try to get that application approved and some other inefficiencies that we might experiment in other solutions. What you need to do or what you need to have is an application capable of getting all your published procedures, of course, and then getting to the right person in the right moment. One of the benefits of having a cloud environment, of course, is that once you have that single repository and you do an update, a new version of that procedure, then this will propagate to all of our users. So if they weren't aware that a new version was updated, when they start that procedure, they will be able to get the new updated version in their heads, okay? And also, be aware that when I talk about versatility, an augmented reality solution must be able to give you that information even when you are offline, okay? Having these capabilities will allow you to get the updates once you are connected. But if you're not connected in the area of work, then you will have the ability to consult that information without the need of being connected to the internet. That's a pretty simple thing, right? So inspection, training and instructions, I will show you exactly a video of what I'm referring to the work instructions, these quality inspections oriented into points of interest, okay? So let's see this. The instruct capabilities of Vuforia allows me to follow along a series of instructions that will have an acknowledgment from users. Not only he will follow step-by-step quality inspections, but he will have digitized interface on which that person will fail or pass that step, who will confirm that the elements in front of him are placed or are according to the instructions that he is following along or she is following along and of course he will be able or they will be to [ place ] some feedback on those instructions. That's pretty important. And I didn't comment that before, but let's have a moment to talk about this. How do you work with a series of instructions without the ability of giving feedback to the user who created those instructions? That's another feature that you need to consider. How robust is a communication into augmented reality solution that manages knowledge? And because of that management, it needs to be improved every day. As I was telling you at the beginning of this webinar, there are demands that are increasing, new technologies and new procedures that need to be learned quickly. So with this feedback, you are able to improve your procedure. This comes directly from the user, of course, from the users of these procedures. And then you have the ability to update into a new version with the corrected steps and then have a better understanding of your procedure and, of course, reduce the learning path that you're trying to follow, okay? But one of the things that you're looking maybe is that capturing this information, it's a bit manual, right? Or maybe I do have some digital CAD instructions and following and placing some points of interest, elements that we will see as beneficial for us. How can we think of augmented reality as a technology that is part of a bigger scope, part of the digital transformation journey that we're trying to help you achieve, right, as Rockwell Automation? So these technologies are evolving, of course, according on how technology is being -- on how these new technologies are being implemented. And I would like to show you what we're trying to do from here and beyond. And this is a [ spatial ] recognition through artificial intelligence, okay? So let's see this small video. Yes, we do have an acknowledgment of the user. We do have a series of instructions that I created with my best worker, the person who's retired and the person who has all the knowledge. But what if I have the ability of the same technology telling me that something is not right and a direct feedback related on how this technology learns? And this is with the help of very powerful artificial intelligence machine, right, a series of learners that will allow the user not only identify where to work, but what elements are not placed properly in this example. We are checking that the fuel pipe connector is tightly connected. We use the media that has been captured. We follow along the instructions, but also the technology will allow me to see that what I'm doing is being done correctly. So I had like a cross -- red cross first, and now I have a green check mark. But this is not something just fancy or a series of images that I placed just because. But this has been identified through a series of artificial intelligence models, right, a series of learners of vision intelligence that this system will help me achieve my goals. If I do have the elements placed correctly, properly through all of the inspection, the system will tell me. If I don't, then these artificial intelligence capabilities will let me know that something is not right. And I will follow along the instructions to see if I completed the element correct. So this is a very cool example of what we're trying to achieve in the future for the future versions of these solutions. And from here and beyond, right? That's what I'm trying to say. But basically, we do have a way to -- for the system to interact with us, not only with the series of -- to the interfaces, but the way the system acts immediately once we move to another step, okay? So this is a very cool feature that we are trying to place and trying to -- keep in your mind to understand that knowledge management is critical for our procedure to -- for our system to follow along for our organization to follow along. And we will not only help you to have a single source of truth, but also how this technology will fit from that procedures and fit from the way our workers follow these instructions or follow these procedures. Some of the key use cases, maintenance field inspections, inspection training and upskilling, in-line or end-of-line inspection, to mention a few. We can work with the capture of expertise and [ portfolio ] instruct to work better together. So we can capture and share knowledge and author my procedure. How does this work? We will capture the information through a series of devices. We will edit it in the place that I showed you in the video. We will execute that information through Vuforia Vantage. Through the editor, we will be able to identify points of interest and complete the use-case chain, assembly and inspection and maintenance and inspection. This will help me identify the whole scope of knowledge management through the capture of media, through the identification and acknowledgment of instructions and, of course, identify the points of interest of which I'm working. So when talking about technology, you need to consider a very important thing. It's not only about which thing I acquire, the state-of-the-art augmented reality solution that we do have, but it's not only giving you a black box and then you open it, and what do I do next? We need to assess framework, yes, to address the workforce challenge. We need to engage the people, identify and pursue opportunities that can help potential and new talent we need to evolve, recognize [ them, training them ], telling them operating process needs to help transform the workforce and the work and the way we do things. Yes, we need to change those outdated elements and change it into an evolving procedure. And we need to involve the people, right? We need to create new connections and work with the current talent pool, get to the new hires and the new workforce and show them or make them feel comfortable with this new technology. If you remember well or if you haven't heard this, digital transformation comprises of processes, yes; assets, yes, but at the top of everything, the people. And if you don't get the people to adopt this new technology, then it will be difficult to complete our digital transformation goals. So you need to be aware of that to start working with a series of technologies like augmented reality. It sounds difficult, but it is -- it really isn't because we're here to help. And these kind of webinars makes you get a better understanding of our technologies, maybe I'm going to [ augmented reality ], analytics and some other solutions that we have in our hands. And then you can talk to us directly and then follow along your digital transformation journey next to us, right? So this is -- maybe sounded like a commercial, but it's not. It's some change management that we need to consider when it comes to placing this kind of technology into our everyday tasks. So what are your goals? Let's say I was asking you. We can help you. What are your goals? And augmented reality technology for the work instructions to help fill the gap of the worker who retired can help you achieve them, right? This knowledge management idea is something that can be used in a series of use cases, a series of needs that you may have, business needs that you may have in order to keep value, right, to impact directly on cost, on quality, on the way we accelerate production. So what are your goals? Am I trying to fill manufacturing entry-level positions? Am I finding skill manufacturing workforce applications? Am I trying to manage my knowledge with a single source of truth? Am I trying to reduce my skills gap, improve security, efficiency or accuracy or keeping my workforce of skilled trainers retrained when it comes to new technologies? What are you trying to do? These are some things that maybe you're facing right now, and maybe this webinar will help you to understand better how can we manage that -- those concerns. Maybe directly from your team or from a higher level that wants to use this new technology. So let us orient you into the right path, and maybe this knowledge management technology will help you achieve your goals, right? Just to do a pretty quick wrap-up. These are the benefits of Vuforia AR . We're trying to address increasing product and process complexity. We were talking about that at the beginning, improved workforce, reduced cost and improved efficiency and enhanced customer experiences. All those things will be a benefit of an AR technology. And specifically, our technology that is powered by Vuforia, you can be sure that we can address those concerns and help you achieve your [ digital ] transformation use cases and specifically the knowledge management part, on which you can interact better, reduce [ contemplative ] load from your workers and then allow us to move forward into other kind of types of technology, name it like analytics or maybe IoT, maybe whatever it is you need, we can complete that digital transformation journey for you. So this was all I wanted to show you today, and I appreciate your time this morning. I hope you find this useful. And I thank you all. And right now, we can talk about the questions you may have, if we haven't answered some of them yet. And if not, thank you so much. And Shannon, please. Thank you.

Yes, of course, great presentation. Thank you so much, Hector. We do have a few questions. What are the bandwidth requirements for this technology?

That's always an excellent question. We knew we need to be certain that we have a proper bandwidth available. We can share with you in a moment, the numbers, of course, the specific bandwidth. But one of the things that we need to be certain of is that if we don't have that communication in some areas because it happens in some organizations, you will be able to get those instructions offline, of course. But yes, a proper bandwidth will be considered, and we do have the information that we can share with you in a later moment. But yes, just to consider that this would be a certain amount to connect.

Perfect. Considering uncertain future of HoloLens, are there other hardware options?

That's another excellent question. Yes. I talked about HoloLens because you have these really cool way of positioning yourself or that geolocalization capability, right, of finding the next step, you need to follow along once you publish the capture notes, right? But yes, we do have the ability of using, for example, RealWear to look that information, to capture that information. And of course, you can consume those procedures through your mobile devices or tablets, right? We do have a different way of taking advantage of those platforms, but you don't need to depend on HoloLens, right? That's the only feature that maybe HoloLens has, that is the geolocalization and placing, where the next step begins. But -- well, we can work around this and maybe add an additional instruction to signal where the next step begins, right, without the need of a HoloLens. But we can use RealWear, we can use tablets, we can use mobile devices to consume that information, not depending on HoloLens.

Perfect. This actually rolls into another question. Is there a benefit to eyewear over mobile?

Well, that's a great, great question. A benefit would be that you have your hands free. Of course, you can follow along the instructions. Maybe when you see the interface, you can place it in a way that it's not distracting for the worker and having it placed in a way that you can see it and work and see it and work. But that depends on how you're trying to adapt your procedure into the technology. So that's why we have a multi-platform way to see those instructions. There's not really like "I will recommend you the HoloLens because it's top-of-the-line technology" because sometimes the procedure would not adapt to that technology. So that's why we can choose from different devices so you can make your work secure and it's related to the standards of safety that you are working in your organization. Maybe having something on top of your head is not allowed in that organization, that's why we're using tablet. Or maybe the instructions are needed in a way that your hands needs to be free, so you need to use the HoloLens, but maybe that could also be solved with like a stand for the tablet. So yes, there's no really like "This is the main thing you need to use." But we will try to show you that we can adapt that technology into any of the devices you may have and any procedures that you may use.

Great. Does the solution have version control? How do I know who changes a procedure?

Yes. I know it was like a really short part of the video. But yes, I was mentioning, we do have a version control. We have the capability of looking at the, how do you say, a timeline exactly, a timeline within your editing process of the procedure, on which you're going to see which person made a change, when did they make it, at what time did they make it and the version number that you have as of now. So of course, a version history, a version trail depends, of course, on approvals that we have a workflow approval -- sorry, approval workflow for this new version. But you will see in a separate, let's say, part of the editing process the version number, the time and the user. So yes, you can be sure that you can have an [ audit ] trail of which person did what.

Great. Another -- what do I do if I work in a super noisy environment, will this still work?

That's perfect. I love it. I love it because as you were looking here in this webinar, we were talking about the technology as like the software and the way we capture and the things we use. But what happens with the devices on which we consume that information? That's an excellent question. You see, we've been working with some organizations. Personally, I've been working with some automotive companies, with some mining companies. And what I can tell you from my experience is that devices like RealWear or HoloLens are made for -- are capable of giving you the right amount of volume for you to hear the instructions and, of course, to give instructions through voice comments. Of course, this will be different from each environment. But what I can assure you from experience is that these were very noisy areas, and the microphones and audio embedded into those devices were able to hear me and me able to hear the instructions that I published into those devices. There are some other aids, right, like the headphones and some other external devices, the elements that maybe even RealWear has. But without them, we were able to hear some elements from noisy areas. Excellent question. This is an excellent question.

Perfect. I think I know the answer to this one. Oh, no, not that one. I don't know the answer to this one. You can answer it. Does Vuforia integrate with PTC Kepware or Allen-Bradley FactoryTalk Linx to provide real-time data?

I think you do have the answer, Shannon. But excellent questions. The answer would be yes. As I was telling you, Vuforia, it's versatile. And even if we saw a couple of solutions that capture knowledge, you will know that Vuforia has another solution that's called Studio, and this will allow me to create my own experiences from scratch and add real-time data. This real-time data communicates through Kepware and ThingWorx to get that information. We can, of course, use FactoryTalk Linx and OPC Aggregator to get that information, create digital models from a data and that -- get that data into Vuforia Studio. That's a possibility. And yes, we have that covered.

So this is the question that I think I know the answer to. Does Rockwell have a comparable headset to the HoloLens?

Well, also as Rockwell, we don't have a specific Rockwell eyewear technology, right? We do have the partners and the integrators for you to get the best eyewear for you. We have the HoloLens, we have the eyewear. In some moment, we have the Vuzix. But yes, RealWear and HoloLens, we can help you get for your best decision, when it comes to use case, and get you to the right partner for you to get those eyewear .

Perfect. Last one, will the expert capture solution track my completion if I'm consuming a procedure on a desktop?

Well, consuming the [ procedure ] that desktop is not a feature that's for expert capture, this is meant to be worked within mobile devices. . The thing you do on your desktop is actually editing the procedure. Then you can see a preview of what you've done before publishing. And then within the desktop capabilities of the editing, you will be publishing this information for all the rest of the devices. So we need to be sure that in this case, we're using mobile elements, tablets, eyewear and phones to do these procedures. But in desktop, it's part of the editing process, not the [ verification ] process or follow along instructions.

Okay. So it will track the insights just like it's completed on the phone or in a headset?

Yes. Well, at the end, the desktop part will allow you to get the insights of that history of the procedures that were made into the mobile devices, right? You will see a history of the instruction, and you will see the step-by-step the acknowledgment of each step. That's the thing you can do. But it's not something visual. It's all like a list of elements through a history of procedures that were made for each user. That's a thing that can be done.

Okay. Perfect. Awesome. All right. Well, I think we'll cut it off there. Thank you so much, Hector, for all the information. This is a very -- a great presentation with a lot of really great information. If anyone would like more information or would like to be contacted, please make sure that you fill out our survey at the end of the webinar and click that little Have Someone Contact Me button, and we'll make sure to get back to you if you would like a demo or more of a deeper dive or any other information. Also, if we did not get to your here question, there were just a couple that we did not get to, we'll make sure to answer that in the follow-up e-mail that you guys will get in a day or so. But with that, I would like to thank Hector again for one of our presentation and hope that everyone has a wonderful day. Thanks so much, everybody.

Thank you, Shannon. Thank you, everyone. .