Recovering system integration costs on the factory floor

A practical guide to separating routine production troubleshooting from claimable systems integration and custom tooling.
The SR&ED Process Designed for Innovators, Not Administrators.
Your R&D in [
Manufacturing
]
Our expertise. Zero anxiety.
Your R&D in
[
Manufacturing
]
Our expertise. Zero anxiety.
Recovering system integration costs on the factory floor
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[ Template | Cross-Industry ]
Research | Routine

Process vs. System Risks

In manufacturing, downtime is the enemy. When your engineers are trying to integrate a state-of-the-art six-axis robot with a 30-year-old legacy stamping press, or designing custom end-of-arm tooling because standard grippers crush a new composite material, they are deep in technological uncertainty.

The problem? The CRA frequently dismisses these massive integration challenges as "routine process optimization" or "standard troubleshooting." Because plant managers naturally document their work in terms of throughput, cycle times, and scrap reduction, the underlying mechanical and software engineering struggles are completely invisible to a tax reviewer.

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[ Template | Cross-Industry ]
Accounting | Manufacturing

The Traditional Accounting Disconnect

We recently rescued a claim for a high-volume automotive parts manufacturer. Their previous "Big Four" accounting firm had treated a six-month struggle to automate a complex welding cell as a standard capital equipment installation. The accountants looked at the thousands of dollars in scrapped steel and deformed parts from failed test runs and simply wrote them off as routine production waste. Because they didn't understand kinematics or PLC logic, they forced the lead manufacturing engineers to step away from the floor to write generic tax essays that failed to capture the actual technical bottlenecks. The result was a severely undervalued claim and a highly frustrated engineering team.

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[ Template | Cross-Industry ]
Translation | Extraction

Industrial Precision & Frictionless Tracking

We understand that innovation on the factory floor looks very different than in a pristine lab.

  • Engineer-to-Engineer Translation: Our specialists speak the language of PLC programming, CNC machining, and mechanical design. We pinpoint exactly where standard equipment setup ended and eligible experimental integration began.
  • Background Data Extraction: We don't pull your engineers off the active line. We build the claim by extracting evidence directly from your systems, CAD/CAM iterations, maintenance logs, and scrapped material reports.
  • Audit-Proof Architecture: We reframe your cycle-time delays and integration failures into a defensible narrative of technological advancement, securing funding for your next facility upgrade without triggering a CRA audit.

In Practice

Always expanding. Check our current coverage below.

Translating multidisciplinary engineering into seamless, audit-proof capital recovery.
[
Manufacturing
]

“In the world of high-speed packaging equipment - from sophisticated bottle labellers to precision cappers - the engineering is incredibly dense.

What set Checkpoint Research apart was their ability to speak our language fluently. We didn't have to 'dumb down' our technical challenges in control systems or advanced mechanics; they understood the engineering immediately. This resulted in a streamlined filing process where the reports were a true, substantive reflection of our R&D. They’ve mastered the art of highlighting SR&ED eligibility while staying entirely faithful to the engineering work performed on the floor.”
-
Guillaume Savoie-Lavigueur
R&D Manager
[
NJM Packaging
]
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Recovering system integration costs on the factory floor
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Cross-Industry Intelligence

Explore how technical leaders across software, manufacturing, and biotech secure their non-dilutive capital through our specialized SR&ED defense.
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Your specific R&D requires a specific assessment?

Ask a specific question
The CRA’s legislative framework is rigid, but every engineering environment is entirely unique. If your specific technological roadblock or financial scenario isn’t covered here, it requires a bespoke, confidential analysis by our senior partners.
01

Peer-To-Peer Expertise

Our technical specialists speak your language.

Whether you are architecting a cloud database, scaling a bioreactor, or overcoming mechanical failure, we understand your underlying constraints without needing a beginner's explanation.
02

Background Tracking

We completely remove the administrative burden.

We extract the necessary technical artifacts in the background—pulling directly from your Jira tickets, CAD files, lab logs, or test bench reports—keeping your team focused on their actual work.
03

Audit-Proof Architecture

We don't do aggressive accounting; we do deep technical dives.

By aligning your specific investigations and processes  directly with CRA criteria, we build bulletproof claims that provide absolute peace of mind.

We help you capture:

You don’t need perfect paperwork. You need a consistent evidence trail.

What problem you were solving

[ uncertainty ]

What problem you were solving

[ uncertainty ]

What problem you were solving

[ uncertainty ]

Our technical specialists speak your language.

Whether you are architecting a cloud database, scaling a bioreactor, or overcoming mechanical failure, we understand your underlying constraints without needing a beginner's explanation.

[ uncertainty ]

What problem you were solving

[ uncertainty ]

What problem you were solving

[ uncertainty ]

Let’s Assess Your R&D Potential

Start with a pressure-free consultation.
We’ll clarify what likely qualifies, flag key risk areas, and recommend the safest next step based on your activities and timeline.
See what typically qualifies
See what typically qualifies
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Your R&D.
Our expertise.
Zero anxiety.