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PRODUCTION PROCESSES · SCALE-UP · PILOT INSTALLATIONS

WBSO process development: when does a production process qualify?

Making an existing product through a new process is often full-fledged R&D work: the bottleneck lies in the process, not in the product. The development of a physical production process can qualify for WBSO when the process is technically new for your company and you have to solve technical bottlenecks yourself. The product you make therefore does not have to be new. The key question is whether you are developing a new technical operating principle, process route or form of process control whose operation is uncertain in advance.

BY PETER KLAREN · UPDATED 19 SEPTEMBER 2026 · SOURCE: RVO WBSO GUIDE 2026

What is a technically new production process?

A process that must achieve higher capacity, tighter tolerance, a new material or lower emissions and for which no proven process route exists can be technically new. RVO assesses this using the same pattern as for product development:

01

Technical goal

Which process performance do you want to achieve: capacity, tolerance, material, emissions?

02

Technical bottleneck

Which physical or chemical mechanism prevents this with known process routes?

03

Your technical approach

Which new process route, control strategy or process control do you develop yourself?

04

Demonstrating the operating principle

With which test runs and measurements do you demonstrate that the process works?

Extrusion example: a manufacturer wants to extrude a bio-based plastic at higher speed. When throughput is increased, unstable material flow and local degradation occur; known temperature and pressure settings do not solve this. The company therefore develops a new temperature zoning, screw geometry and process control itself and tests them through trial runs.

Read the detailed case in our WBSO case studies.

Process optimisation versus WBSO process development

This is the most important delineation on this page. Optimising within known settings is not R&D. As soon as you have to investigate the process window itself because the outcome is unpredictable, the work can qualify.

SituationProbably WBSO?Why
Optimising temperature and speed within known marginsUsually notRegular optimisation without technical uncertainty.
Developing a new process route because existing routes do not workPossibly yesThere is technical uncertainty about feasibility.
Installing and commissioning a standard machineUsually notApplication of existing, proven technology.
Developing a new dosing or control principle yourselfPossibly yesOwn technical development of a new operating principle.
Shortening cycle time with existing settingsUsually notEngineering and optimisation, no new technical mechanism.
Accelerating a process where new flow or heat behaviour occursPossibly yesA new, still unsolved technical bottleneck arises.
Automating a production line with standard robotsUsually notIntegration of existing technology.
Developing a new gripper, control or positioning methodPossibly yesExisting technology falls short; own technical operating principle needed.

Rule of thumb: the WBSO bottleneck is not the desired improvement, but the underlying technical mechanism that prevents that improvement from being realised with existing knowledge.

Where do technical bottlenecks lie in process development?

Think of situations in which, for example:

  • heat transfer is insufficiently controllable;
  • flow becomes unstable at higher capacity;
  • pressure build-up leads to process instability;
  • material behaviour changes during scale-up;
  • tolerances are not achievable;
  • reaction time is insufficiently reproducible;
  • emissions increase under changed process conditions;
  • a control strategy does not react fast enough.

In the application, always describe the underlying technical mechanism, not only the desired improvement.

Scale-up and WBSO

Scaling up does not automatically qualify; it does when new, unpredictable technical behaviour occurs at larger scale that you must solve. Enlarging a reactor from 10 to 1,000 litres is not R&D in itself. But if heat dissipation, mixing or residence time fundamentally changes as a result and a technically new solution must be developed for it, the development work may possibly qualify.

Similar transitions occur more often:

  • lab extrusion → industrial extrusion;
  • batch process → continuous process;
  • laboratory drying → industrial drying line;
  • small reactor → production scale;
  • manual assembly → high-speed automation.

Test runs, test series and process windows

Experimental test runs can qualify as R&D when they are necessary to develop the technically new process solution and demonstrate the operating principle. Routine tests, quality control, production commissioning after the operating principle is known, maintenance and fault repair do not fall under R&D.

The WBSO development project ends as soon as the technical operating principle has been demonstrated. Activities afterwards — validation for production, qualification and scale-up without remaining technical uncertainty — are no longer R&D.

Pilot installations and productive end use

For process development, it is often necessary to test at larger scale. RVO makes an important distinction between two situations:

SituationWBSO treatment
Experimental test setup used solely to demonstrate the operating principleCan count as an R&D expenditure
Full-scale (1:1) installation used for production after the R&D project (pilot plant or prototype with productive end use)Expenditures do not automatically count as WBSO expenditures

Therefore record in advance whether an installation will be used for further production after the development process, or has solely served to demonstrate technical feasibility. For the financial elaboration see WBSO costs and expenditures.

Machine building versus process development

In a new production line, two developments can play a role at the same time:

Product development

You develop a technically new machine, dosing head, reactor or gripper.

Process development

You develop a technically new way in which the material is mixed, formed, heated, dosed or processed.

Both may qualify for WBSO, but the technical bottlenecks, proposed solutions and R&D hours must be clearly separated for each development track. Are you mainly developing the machine itself? Then see WBSO product development.

Costs and expenditures in process development

In addition to R&D wages, direct costs and expenditures can count: test materials, measuring equipment specifically for R&D tests and certain test costs. For pilot installations and larger investments, the potential productive end use is decisive for what does and does not count.

Compare the allowance and actual costs with WBSO calculator and read the full rules at WBSO costs and expenditures.

Examples of WBSO process development

The following situations illustrate where process development can become technically uncertain. They are anonymised example situations, not claims about specific clients.

Bio-based plastic extrusion

At higher throughput the material degrades and unstable flow occurs. The company develops a new temperature zoning, screw geometry and process control.

BOTTLENECK → OWN DIRECTION → TECHNICAL PROOF

Food process

The product structure becomes unstable during continuous production. The company develops a new mixing and temperature regime.

BOTTLENECK → OWN DIRECTION → TECHNICAL PROOF

Chemical process

Crystal size is not reproducibly controlled. The company develops a new combination of cooling profile, agitation and dosing strategy.

BOTTLENECK → OWN DIRECTION → TECHNICAL PROOF

Metalworking

Deformation exceeds tolerances at higher machining speed. The company develops a new heat and force control.

BOTTLENECK → OWN DIRECTION → TECHNICAL PROOF

Emission reduction

New process conditions produce unwanted by-products. The company develops an adapted process route and control strategy.

BOTTLENECK → OWN DIRECTION → TECHNICAL PROOF

See the detailed WBSO case studies, including the extrusion case.

How do you describe process development in a WBSO application?

Do not start the project description with the desired business improvement, but with the technical mechanism that prevents it.

  1. Goal: which process performance do you want to achieve technically?
  2. Bottleneck: which physical/chemical mechanism prevents this with known process routes?
  3. Solution direction: which new process route, control strategy or process control do you develop yourself?
  4. Activities: which test runs, measurements and analyses do you carry out yourself?
  5. Planning: estimate only future R&D hours within the application period.

Use the extensive guide for a strong WBSO project description and the step-by-step plan for applying for WBSO.

Frequently asked questions about WBSO process development

When is a production process technically new for WBSO?

When the process requires a new technical operating principle, new process route or technically new process control for your company whose operation is uncertain in advance.

Is process optimisation the same as WBSO process development?

No. Optimising within known settings and margins is usually not R&D. As soon as the process window itself is technically uncertain and requires research, it can qualify.

Does scale-up automatically qualify as WBSO?

No. Only when scaling up produces new, unpredictable technical behaviour that requires a technically new solution.

Do pilot installations count as WBSO costs?

An experimental test setup that solely demonstrates the operating principle can count. An installation used for production after the project does not automatically count.

What is the difference between machine building and process development?

Machine building concerns the technically new machine or device itself; process development concerns the technically new way in which material is processed. Both can independently be WBSO.

Do test runs always fall under R&D?

Only insofar as they are directly aimed at solving the technical bottleneck and demonstrating the operating principle. Routine tests and production commissioning do not.

When does the WBSO project end in process development?

As soon as the technical operating principle of the process has been demonstrated. Validation, qualification and scale-up without remaining technical uncertainty afterwards no longer fall under R&D.

Want to know whether your process qualifies for WBSO?

Have it assessed without obligation where regular optimisation turns into technically new process development.

SOURCES AND SUBSTANTIVE REVIEW

RVO — WBSO Guide 2026

Reviewed by Peter Klaren, WBSO specialist since 2004. Last substantively updated: 21 September 2026.