The Complete Guide to Secure Remote Service for Industrial Machinery

The Complete Guide to Secure Remote Service for Industrial Machinery

If you're an OEM building complex, high-value machines, remote access isn't a luxury anymore—it's essential. With hundreds of machines in the field and a growing aftermarket to support, your team is under pressure to reduce downtime, lower service costs, and deliver better support without adding headcount. But enabling remote access raises real security concerns, especially in manufacturing, one of the most targeted industries for cyberattacks.

You need a way to support your customers without putting your operations, IP, or reputation at risk.

Why you can trust ei³:

  • 25+ years of Industrial IoT leadership with zero security incidents
  • 190,000+ machines securely connected across 6,500+ sites
  • 90,000+ remote service sessions conducted each year
  • ISO 27001:2024 certified, independently validated by DEKRA
In this guide, you'll learn how to implement secure remote service that protects your connected machines while giving your service teams the access they need—securely, reliably, and at scale.

 

Part 1: The Opportunity

1 - How Remote Service Has Evolved and Where It's Headed

Remote service has come a long way. If you've been in the field, you've probably experienced this shift firsthand—from reactive site visits to secure, remote-first strategies. Here's how the model has evolved, and what's coming next.

Traditional Service Model (Pre-2000s): In the early days, machine service was entirely reactive. If something broke, someone had to travel—usually with limited insight into what they'd find:

  • Break-fix service with no advance warning
  • Techs dispatched blindly to customer sites
  • No insight into machine health or status
  • Long delays due to travel and diagnostics

Basic Remote Connectivity (2000-2010): As internet access improved, so did early remote support tools. You likely started using these to reduce travel and improve response time—but they came with limitations:

  • VPNs and remote desktop tools with minimal controls
  • Weak security and fragmented access across machines
  • Limited visibility and inconsistent user experience

Modern Secure Remote Service (Today with ei³): Today's remote service capabilities look very different. If you're already using—or considering—ei³'s platform, you're tapping into a more secure, scalable way to support machines:

  • Enterprise-grade CPS Protection Platform

  • Zero Trust Access with full audit trails

  • CPS-grade protection for machines and data

  • Predictive maintenance integration

  • Secure, scalable, and cross-platform

  • Approved by IT, operated by OT

Future Remote Service (Emerging with ei³): Looking ahead, remote service is becoming even smarter and more autonomous. Many of these innovations are already part of forward-thinking OEM roadmaps.

  • AI-driven diagnostics and issue resolution with  Connected AI and data science
  • AR guidance for local operators

  • Predictive scheduling and digital twins

  • Toward fully autonomous support


The Challenges Driving This Revolution

You're expected to respond quickly, even when your team is stretched thin and travel isn't practical. These issues make it harder to deliver the level of support your customers need:

Service Delivery Challenges:

  • Unexpected machine malfunctions that disrupt production
  • High costs associated with on-site service visits
  • Extended downtime when technicians must travel to customer sites
  • Warranty costs for issues that could be resolved remotely
  • Difficulty identifying true causes of downtime
  • Limited service technician resources spread across customer base

Customer Relationship Challenges: 

Support delays don't just cost time—they can cost trust. When machines go down and help is slow, your reputation and renewal pipeline take a hit:

  • Eroding customer trust due to extended downtime periods
  • Missed production deadlines resulting from machine failures
  • Competitive pressure to provide faster, more effective service
  • Growing expectations for 24/7 support capabilities

Secure remote service isn't just about convenience, it's about protecting your margins, meeting expectations, and strengthening your position with every machine you support.

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2. The Business Case for Secure Remote Service

Quantifiable Returns Across Every Metric That Matters

Implementing secure remote service delivers measurable, bottom-line results that justify investment and drive continued expansion.

For Machine Builders (OEMs):

  • Cut travel and allocate expert time more efficiently
  • Respond faster with immediate remote access
  • Solve more issues on first visit
  • Scale support without growing the team
  • Strengthen loyalty through better service
  • Unlock premium service revenue models

For Machine Owners (Manufacturers):

  • Slash downtime with rapid remote support
  • Boost OEE with smarter maintenance timing
  • Resolve issues faster, without waiting on-site
  • Cut costs by avoiding emergency visits
  • Plan production with fewer disruptions


Real-World Success: Bobst's Transformation

Bobst, a global leader in packaging and converting machinery, faced the same challenges many OEMs encounter: rising service delivery costs, overextended technical teams, and customer expectations that couldn't be met with in-person support alone.

The Challenge: Flying factory experts around the world was no longer sustainable, especially when problems often involved both machines and operator processes requiring expert guidance.

The Solution: Bobst launched 'Helpline Plus' services using ei³'s white-labeled remote service platform, empowering service technicians to securely access customer machines from anywhere.

The Results:

  • 80% of machine-related issues solved remotely

  • $2 million USD saved in travel costs per year

  • 75,000+ hours of troubleshooting delivered through remote access

  • 200 service technicians across 52 countries providing 24/7 support

  • 5,000+ machines connected globally with 340,000 incident-free service hours

"We look at connectivity, digitization, automation, and sustainability as the cornerstones of packaging production. We set out on this journey with ei³ in 2004. It has been a close relationship, and we now have over 5000 machines connected."

— Alex Gigon, Director Service Operations at Bobst North America

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3. Security Challenges in Remote Machine Access

Manufacturing: The Bull's-Eye on Cybercriminals' Target

You operate in one of the most attacked sectors in the world. These threats aren't theoretical—they're happening daily, and they're costly:

  • Targeted ransomware attacks that can halt production for weeks

  • Intellectual property theft through unauthorized system access

  • Operational disruption through deliberate sabotage

  • Legacy systems with minimal built-in security protections

  • Nation-state actors targeting critical infrastructure

Why Traditional Remote Access Tools Fall Short

If you're still relying on basic VPNs, remote desktop protocols, or consumer-grade tools, you may be exposing your operations to more risk than you realize.

Critical Gaps in Legacy Approaches:

  • Perimeter-based security that assumes trust once inside the network

  • Broad network access that exceeds operational requirements

  • Weak authentication without multi-factor verification

  • Limited visibility into who accessed what, when, and why

  • Compliance gaps that fail modern security standards

 

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What Modern Industrial Security Requires

To truly protect your operations, you need more than just another firewall or VPN—you need a remote access solution that addresses both your digital systems and your physical equipment, with zero assumptions of trust.

Critical Requirements: A secure remote service model for modern manufacturing must include:

  • Protection for both digital systems and physical manufacturing assets

  • Granular access controls down to the individual machine level

  • Complete visibility into all service activities

  • Compliance with evolving security standards and regulations

  • Balance between robust security and operational efficiency

  • Seamless integration with existing manufacturing systems

Modern solutions no longer force a tradeoff—security and usability can (and must) go hand in hand.

Want to explore how secure remote service can fit into your operations?

Part 2: The Solution

4. ei³'s Security-First Approach

Cyber-Physical Systems (CPS) Protection Platform

When your business depends on both digital systems and physical machines, you can't afford to rely on IT security alone. ei³'s Cyber-Physical Systems Protection Platform delivers integrated security designed specifically for industrial environments.

Core Protection Elements:

  • Integrated security for both cyber and physical aspects of operations

  • Industrial-specific architecture tailored to manufacturing requirements

  • Layered defense strategies that preserve operational uptime

  • Continuous monitoring with adaptive security measures

  • Compliance alignment with leading industrial security standards

Zero Trust Remote Access (ZTRA)

Instead of opening up networks, ei³'s Zero Trust approach ensures users access only what they need, when they need it—no more, no less.

Key ZTRA Features:

  • Identity-based access rather than network-based access

  • Micro-segmentation to limit access to specific machines only

  • Multi-factor authentication with built-in hierarchy

  • Just-in-time access provisioning with temporary access keys

  • Comprehensive activity logging and monitoring

  • Explicit verification of device security posture

  • Application-level access rather than network-level access

  • OT-controlled access delegation with detailed audit trails

Four-Layer Security Architecture

1. Network Security: Keep your machines isolated and your data secure during every session:

  • Zero Trust Remote Access (ZTRA) framework

  • Secure micro-segmentation for machine isolation

  • 2048-bit TLS encryption for all data transmission

  • Comprehensive access controls and monitoring

2. Edge Security: Secure the endpoints where industrial connectivity begins:

  • Secure Boot & Self Updating with automatic security patches

  • Protected Communication with military-grade encryption

  • Docker Container Framework for secure edge computing

  • Protocol Management supporting 35+ industrial protocols

  • Physical Protection with tamper-resistant hardware

  • Hardened OS with minimal attack surface

3. Application Security: Control who gets in, what they do, and how long they stay connected:

  • Time-limited, machine-specific access keys

  • Detailed audit trails and session monitoring

  • Multi-factor authentication

4. Cloud Infrastructure: Ensure your data is managed in a resilient, secure environment:

  • Geographically distributed secure data centers

  • Redundant systems for high availability

  • Continuous security monitoring and updates

5. Edge Technology and Connectivity Options

If you're serious about implementing secure remote service, you need to start with the right foundation—and that means your edge technology. Edge devices are more than hardware add-ons; they're the gatekeepers that connect your machines to remote teams, securely and reliably.

These devices play a critical role in enabling connectivity without exposing your operations to unnecessary risk. They ensure remote access works seamlessly while keeping security and control intact at the machine level.

Role of Edge Devices in Secure Remote Service

Here's what your edge devices need to deliver for a secure, scalable remote support environment:

  • Create secure connection points for machines

  • Manage data collection and transmission

  • Implement access controls and security policies

  • Enable protocol translation and compatibility

  • Provide local processing capabilities

  • Establish consistent security architecture

Whether you're supporting five machines or five thousand, edge devices are what make secure, industrial-grade remote access possible—without compromising uptime or safety.

Choosing the Right Edge Connectivity Solution

When you're ready to roll out secure remote service, your edge connectivity strategy matters. Not every plant—or machine—is starting from the same place. Whether you're equipping brand-new equipment or looking to modernize existing remote access tools, there's an edge solution that fits your environment.

Here are the three primary options, each tailored to different operational needs and infrastructure realities:

hardware edge gateway

Hardware Edge Gateway

Best for: Equipping new machines, lines, or plants with no current edge device

If you're starting from scratch, a rugged, purpose-built hardware gateway gives you a secure foundation for IIoT and remote access. It's ideal when you need plug-and-play reliability that meets industrial demands and IT security standards.

Virtual Edge Gateway

Best for: Organizations with modern controls or compute at the edge that want to avoid new hardware

If your infrastructure already includes capable OT hardware, a software-only option lets you scale without adding devices. This containerized solution delivers full gateway functionality with faster deployment and lower costs.

Legacy Gateway Upgrade 

Best for: Organizations with fragmented remote access (e.g., TeamViewer, VPNs) that need control and visibility

If you've been relying on consumer-grade or ad-hoc remote tools, this option lets you modernize without tearing everything down. It wraps and secures what you already have—while giving you centralized control and auditability.


Deployment Architecture Models

No matter which edge connectivity solution you choose, the way you deploy it matters. Different plants, machine layouts, and security requirements call for different architectural approaches. The good news? You have flexible options that scale to your needs—from full plant-wide protection to single-machine pilots.

Implementing Secure Remote Service

The Proven 4-Phase Approach

Based on 25+ years of industrial deployments, ei³ has refined a methodology that minimizes risk while maximizing speed to value.

Phase 1: Foundation

Assessment and Planning:

  • Form cross-functional team (IT, OT, Service, Management)

  • Complete infrastructure and security assessment

  • Select representative machines for pilot (5-10 units)

  • Define success criteria and measurement framework

  • Establish security policies and access controls

Phase 2: Pilot Deployment

Technical Implementation:

  • Deploy edge connectivity to selected machines

  • Configure SERVICE application with appropriate access levels

  • Establish secure cloud connections and test functionality

  • Integrate with existing service management systems

  • Complete security validation and performance testing

User Enablement:

  • Train all user groups on new procedures and tools

  • Develop documentation and support resources

  • Begin controlled remote service sessions with expert guidance

Phase 3: Optimization

Performance Validation:

  • Achieve 50-60% remote resolution target within first 90 days

  • Measure ROI metrics (travel savings, response times, productivity)

  • Gather user feedback and optimize workflows

  • Document best practices and lessons learned

Phase 4: Enterprise Scale

Strategic Expansion:

  • Roll out to additional machines and locations

  • Implement advanced capabilities and integrations

  • Establish new service offerings and business modelss

  • Plan for future technologies and capabilities

Critical Success Factors
  • Executive sponsorship from both IT and OT leadership

  • Cross-functional collaboration with clear roles and accountability

  • Phased approach with measurable milestones

  • Comprehensive training tailored to each user group

  • Continuous improvement based on real-world feedback

Key Success Metrics to Track

For Machine Builders:

  • Percentage of service calls resolved remotely
  • Average time to resolution for customer issues
  • Service travel cost reduction
  • Service technician utilization improvement
  • Customer satisfaction and response time metrics
  • New service revenue from premium offerings

For Machine Owners

  • Machine downtime reduction
  • Mean time to repair (MTTR) improvement
  • Overall Equipment Effectiveness (OEE) gains
  • Production throughput increases
  • Maintenance cost reductions
  • Quality improvements from faster issue resolution

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Part 3: Advanced Topics

7. The IT-OT Collaboration: Bridging the Gap

The biggest challenge in most remote service implementations isn't technical—it's organizational. IT teams focus on security and compliance; OT teams need to keep machines running and resolve issues fast. Success requires both perspectives working together.

unified service excellence


Here's what each team typically brings to the table—and what they need to succeed:

IT Priorities

  • Network security and data protection
  • Compliance with security standards and regulations
  • Standardized technology deployment
  • Identity and access management
    Risk mitigation and threat prevention

OT Priorities

  • Production uptime and continuity
  • Machine performance and reliability
  • Quick issue resolution with minimal disruption
  • Operational efficiency
  • Practical, non-disruptive solutions


ei³'s "IT-Approved, OT-Managed" Framework

This approach resolves the traditional tension by letting each team work within their expertise while staying aligned on shared goals.

How It Works:

  • IT establishes and approves the security framework and policies

  • OT maintains day-to-day control over access and operations

  • Shared responsibility for implementation and ongoing management

  • Regular collaboration on optimization and expansion

This approach delivers a strong security posture that satisfies IT requirements while preserving operational control for production teams. The result is reduced friction between departments, faster implementation with smoother approvals, and solutions that meet both security and performance goals without compromise.

Collaboration Best Practices

Over the years, we've seen what makes IT-OT collaboration work—and what doesn't. If you're planning to roll out secure remote service, here are the practices that consistently lead to success:

  • Create cross-functional implementation teams with clear roles

  • Establish common goals and shared success metrics

  • Develop shared vocabulary and understanding between teams

  • Implement joint approval processes for major decisions

  • Conduct regular review meetings with both teams

  • Celebrate mutual successes and learn from challenges


8. Managing Remote Service at Enterprise Scale

As your secure remote service footprint expands from a handful of machines to global fleets, managing access, monitoring usage, and ensuring consistency becomes more complex. To scale successfully, you need the right tools and processes to stay secure, efficient, and compliant.

Scalable User Management

Once your deployment grows from pilot to enterprise-wide, managing users and access becomes critical for both security and efficiency:

  • Automated onboarding and offboarding processes

  • Principle of least privilege applied consistently

  • Time-limited access for contractors and vendors

  • Regular access reviews and permission audits

Monitoring and Analytics

Enterprise-scale deployments require comprehensive visibility into usage, performance, and security events:

  • Real-time connection tracking and status monitoring

  • Comprehensive user activity logging for audit and compliance

  • Security event detection and automated alerting

  • Performance metrics collection and trend analysis

  • Session recording for training and audit purposes

  • Compliance reporting with automated generation.

Organizational Scaling Strategies

As your operations scale, your tools and processes need to scale with them. These strategies help keep things efficient and aligned across teams and regions:

  • Centralized management consoles for enterprise oversight

  • Hierarchical administration with delegated responsibilities

  • Template-based deployments for consistent configuration

  • Automated provisioning and policy management

  • Integration with enterprise systems (LDAP, SIEM, ITSM)

  • Self-service capabilities for routine operations


9. Future-Proofing Your Investment

The next wave of innovation will push remote service beyond simple connectivity into intelligent, automated support.

  • AI-assisted diagnostics and automated troubleshooting

  • Augmented reality remote assistance and guidance

  • Digital twins for predictive service and simulation

  • Edge AI for local intelligence and faster response

  • 5G connectivity for enhanced bandwidth and reliability

  • Advanced analytics for service optimization and prediction

New technologies can bring new capabilities to your business, enabling new service and value propositions.

  • Outcome-based contracts tied to production results

  • Predictive maintenance as a service with guaranteed uptime

  • Remote operations centers providing 24/7 monitoring

  • Shared service expertise across multiple customers

  • Automated service handling for routine issues


Your Path to Predictive: Building on Remote Service

Here's what many OEMs discover: remote service isn't just about fixing machines faster—it's the foundation for a complete digital service transformation. Once you have secure connectivity established, you unlock a clear pathway to advanced capabilities and new revenue streams.

Connect (Immediate Value):

  • Secure remote access to your machine fleet

  • Real-time visibility into machine status and performance

  • Foundation for all future digital capabilities

Transform (Enhanced Insights):

  • Track performance metrics across your entire fleet

  • Discover improvement opportunities through data analysis

  • Transform raw machine data into actionable business intelligence

Extend (Predictive Capabilities):

  • Predict machine behavior and potential issues before they occur

  • Scale success systematically across customers and regions

  • Build competitive advantage through predictive maintenance offerings

Looking back at our case study, this progression mirrors exactly what Bobst achieved. Remote service was their starting point for a comprehensive digital transformation that now delivers value across thousands of machines globally.

Part 4: Getting Started

Your 90-Day Pilot Program

The organizations that implement secure remote service first gain lasting advantages in customer relationships, operational efficiency, and market position. Here's how to begin your transformation.

service operations

Step 1: Assess Your Readiness

Evaluate Your Current State:

  • How many machines do you support in the field?

  • What's your current service travel budget and response time?

  • What remote access tools (if any) are you using today?

  • Who are your key stakeholders across IT, OT, and Service teams?

Define Your Goals:

  • Primary pain points you want to solve

  • Success metrics that matter to your stakeholders

  • Timeline for pilot and enterprise rollout

  • Budget parameters for investment

Step 2: Start with a Focused Pilot

Recommended Pilot Scope:

  • 5-10 representative machines across different customer sites

  • 4-6 week deployment timeline from kickoff to operation

  • Cross-functional team with IT, OT, and Service representation

  • Clear success criteria for remote resolution rates and ROI

What Success Looks Like:

  • 50-60% of service calls resolved remotely within first 90 days

  • Immediate travel cost savings for covered machines

  • Zero security incidents or unauthorized access

  • Clear business case for enterprise-wide deployment

Step 3: Plan Your Enterprise Rollout

Based on pilot results, successful organizations typically see:

  • 6-month pathway from pilot to enterprise deployment

  • 80%+ remote resolution rates at scale

  • $2M+ annual savings in travel costs (for 1000+ machine deployments)

  • New service revenue opportunities from premium remote offerings

The Support You'll Have

ei³'s Proven Methodology:

  • 25+ years of industrial connectivity expertise

  • 190,000+ machines successfully connected worldwide

  • 90,000+ safe remote service sessions conducted annually

  • Dedicated customer success team throughout deployment

  • Comprehensive training and documentation

  • Responsive technical support and monitoring

Ready to explore how secure remote service can transform your operations? Our team of experts will work with you to:

  • Assess your specific requirements and challenges

  • Design a pilot program tailored to your environment

  • Develop a business case with projected ROI

  • Create an implementation timeline that fits your resources

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This isn't just a technology project—it's a competitive advantage that transforms how you support customers, scale operations, and drive revenue. The question isn't whether to implement secure remote service, but how quickly you can get started.

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