Author: Ethan Wilke

Minimizing Asset Downtime with CMMS-Assisted Troubleshooting

Technician inspecting machine to gather information and identify potential problems to troubleshoot.

Equipment breakdowns are costly. In fact, in the automotive industry, a single minute of downtime can cost as much as $3,000,000 an hour! Not only do breakdowns take time and money to fix, but they bring production to a standstill, forcing workers to stop what they’re doing until assets can be returned to service. That’s why troubleshooting is one of the most important skills a maintenance professional can have.

What is Troubleshooting?

Troubleshooting is a systematic problem-solving approach used to identify asset failures and corrects faults to return assets to working order. Based on the symptoms of a malfunction or failure, technicians can follow a set of steps to determine or resolve the problem. Troubleshooting is very closely related to Root Cause Analysis (RCA), although RCA is typically conducted when a more formal approach is needed to assess failures.

Why Troubleshooting Matters in Maintenance

Properly maintained equipment is integral to the function of any organization. As much as maintenance teams try to reduce unplanned downtime, it is impossible to completely eliminate it. Even with a comprehensive preventive maintenance program in place, some asset failures simply cannot be avoided. When unexpected failures do happen, the maintenance team must address problems quickly.

However, troubleshooting experience can only be gained when assets break down. So how can maintenance personnel hone their skills without causing excessive downtime? While there is no substitute for experience, using a computerized maintenance management system (CMMS) accelerates the troubleshooting process by making it easier for maintenance personnel to access the information necessary to quickly identify the cause of failures and how to fix them.

The next section describes how CMMS can be used at each stage of the troubleshooting process.

Troubleshooting with a CMMS

Before actual troubleshooting can begin, the maintenance team must be made aware of the problem. Maintenance needs are typically reported via a phone call, email, text, or in person. Receiving requests through multiple channels means that requests are likely to get lost or misunderstood, and causes unnecessary complexity for maintenance staff.

Instead, it is preferable to use the maintenance request system included with CMMS solutions like FTMaintenance. A maintenance request system streamlines the request process by providing a single channel for managing and addressing incoming maintenance requests. It allows non-maintenance staff to use their mobile devices to submit work requests immediately and directly to the maintenance team using an online submission form.

Gathering Information

Young male technician troubleshooting machine to gather information and identify problems.

To effectively troubleshoot a problem, it is important to have as much relevant information as possible at your fingertips. Working with insufficient or inaccurate information can lead to the wrong conclusions, and delay a solution.

A technician needs to gather contextual information from multiple sources. The most obvious source of information is the operator who requested assistance. Operators and production staff are most familiar with the situation and can provide primary details including the indicators of the problem (such as a change in asset performance or product quality), how the problem was discovered, and the conditions that led to the problem.

A technician should also observe the problem first hand, noting any unusual symptoms or abnormal behavior. Failure codes displayed on human-machine interfaces (HMIs) or alarms from the production machine or control devices, like a PLC, can help identify what is going wrong.

The most comprehensive resource for technicians is a CMMS. A CMMS provides an efficient method for communication between those who report problems and the technicians who must resolve them.  A complete maintenance history stored in a CMMS allows technicians to see similar past failures and view the history of problems and repairs leading up to the current breakdown.

Depending on the amount of information gathered, technicians may be able to do some troubleshooting before arriving on scene. A CMMS serves as a digital library of maintenance documentation, such as owner’s manuals, breakdown schematics, and maintenance troubleshooting guides. Information is accessed on demand so that no time is wasted rifling through file cabinets or tracking down hard copies of manuals.

Analyzing Information and Formulating a Solution

Enough information should be gathered at this point for a technician to have an idea of what may be causing the issue and to formulate a plan to fix the problem. If the problem has occurred before, the maintenance history can be used to identify what parts and tools were used in the past to complete a similar repair.

The CMMS then tells the technician if the necessary parts are in stock and where they can be found. If out of stock, the CMMS can be used to quickly access vendor contact information for ordering and generating purchase orders. Maintenance history will also outline the corrective steps taken on past repairs, helping the technician better prepare for the job.

Performing the Repair

Before the repair is started, the technician should be familiar with any safety rules and procedures for working on the asset. A CMMS provides technicians with crucial safety information, such as what safety gear is needed and what lockout/tagout procedures must be followed. Safety-related tasks can also be included directly on work orders. If specialized knowledge or skills are needed to complete the repair, the CMMS can also help identify which employees are best suited to lend a hand.

Once the asset is in a safe state, the repair can be completed. During a repair, a technician may discover additional issues that weren’t revealed earlier. In this case, more information gathering may be needed. Instead of going back to an office or computer terminal, the technician can access the CMMS using a mobile device. This puts maintenance information in the palm of the technician’s hand, saving time running back and forth. A mobile device can also be used to log any newly discovered information and upload multimedia files, such as pictures and videos, which can provide additional context to the situation.

Testing the Solution

Young male technician pushing start button on a machine after troubleshooting to test his solution.

Once the repair is completed, the technician or production team will verify the results. Typically, this is done at a reduced speed or with reduced output. If all goes well, the equipment can be run in full production mode. During this stage, the technician should continue to observe the asset. If the problem persists, another solution must be tried and tested. Any further interventions should be noted in the CMMS on work orders, in description areas, or through attached documentation.

Documenting the Solution

A critical troubleshooting step is documentation of the resources (i.e., labor, material, time) and steps used to resolve the problem. Detailed documentation creates a valuable reference for future troubleshooting if the same problem happens again. Documentation is done on the work order during – or shortly after – the repair is complete.

A good CMMS makes this process easy. A CMMS uses this information to build an asset’s maintenance history, where it is available for in-depth analysis and key performance indicator (KPI) reports.

Preventing Future Problems

Follow-up should be done once equipment is back up and running. Any recommendations made or precautions taken following a breakdown may prevent the failure from happening again – or at the very least, reduce the number of times it occurs.

CMMS software makes follow-up activities easy. For example, tweaks to a preventive maintenance (PM) schedule can be done in a matter of seconds. Changes to a work order’s tasks are automatically applied to future work orders. If new parts were used for a repair, or a new vendor supplied parts, they can be documented and tracked in the software. When it comes time to reorder, inventory and vendor records are available at a moment’s notice.

Improve Troubleshooting with FTMaintenance

Asset downtime is costly for manufacturers. The maintenance team’s ability to effectively troubleshoot breakdowns is critical for keeping production going. However, maintenance troubleshooting takes time to master. FTMaintenance facilitates effective troubleshooting by centralizing repair history and maintenance documentation, providing technicians with a single system from which they can quickly access the information they need to keep assets up and running. Schedule your demo today to learn more about how FTMaintenance can minimize your asset downtime.

What is MRO Inventory Management?

MRO items including nuts, bolts, and brackets managed by maintenance inventory management tools.

Key Takeaways:

  • MRO inventory is critical to maintenance operations, yet not managed as closely as other inventory, leading to direct and indirect maintenance costs
  • MRO inventory management requires the identification, specification, location, procurement, and control of inventoried items
  • Computerized maintenance management system (CMMS) software, like FTMaintenance, is designed to help you effectively manage your maintenance inventory

Maintenance teams depend on hundreds to thousands of different materials and supplies to keep assets running. This type of inventory, known as maintenance, repair, and operations (MRO) inventory, includes spare parts, lubricants, tools, safety gear, and other consumables that do not make it into the final product (or service).

Yet, while 94% of industry professionals view MRO inventory as being extremely or somewhat important, it is typically not managed as closely as production inventory. As one can imagine, poorly managed inventory is a real headache for the maintenance department. This article explains MRO inventory management and how it impacts the maintenance process – and ultimately an organization’s bottom line.

What is MRO Inventory Management?

MRO inventory management, or maintenance inventory management, is the process of procuring, storing, using, and replenishing the materials and supplies used for maintaining assets at the lowest possible cost. This process involves ensuring you have stock on hand while factoring in available storage space and budget. To put it simply, the goal of MRO inventory management is to have the right stock at the right time and place, and at the right cost.

Why MRO Inventory Management is Important

The importance of a properly managed maintenance inventory is fairly clear when you consider all the direct and indirect costs. Consider the following common scenarios:

Production Stoppages

If MRO inventory keeps assets running, what happens when materials and supplies run out? Production screeches to a halt! Meanwhile, you pay a premium for expedited shipping while operators and technicians are on standby, waiting for parts to arrive. This major increase in downtime makes the total repair cost skyrocket. If you simply cannot wait to restore assets, you must use risky stopgap measures that could endanger product quality or safety.

Overstock

Having too much inventory can also be a problem. Perhaps you attempt to avoid stockouts by ordering extra parts, only to find that they are seldom used. Alternatively, maybe you panic-purchased a part you knew you had, but just couldn’t find at the time you needed it. In either case, excess inventory sits on a shelf, further cluttering your stockroom. Even worse, you cannot reclaim the money spent.

Losses in Productivity

Finally, let’s not forget how poor MRO inventory management affects day-to-day operations. By some estimates, technicians spend as much as 25% of their time trying to secure parts. While this may only increase downtime a little bit each time, it quickly adds up. Not to mention, there’s also a fair amount of frustration that goes along with not being able to find a part you need.

To remedy this problem, some technicians create their own “private” inventories of materials in their toolboxes or in desk drawers. Though it may be convenient for the individual, this inventory is not available for other technicians when needed. Due to the inaccurate stock counts, the organization may face production stoppages, overstock, duplicated orders, and other bottlenecks in the maintenance process.

Components of MRO Inventory Management

The core components of MRO inventory management are identification, location, procurement, and inventory control, described below. As you read each section, think about how each resolves the problems stated above.

Identification

Swift, effective maintenance relies on knowing exactly what MRO items are kept in stock in your maintenance inventory. Maintenance teams are often judged based on response time, so being able to quickly identify the materials you need for a job is crucial.

Consider that manufacturers may use different parts in their designs, even for similar types of equipment. It is possible that no two machines may share the same parts or require the same supplies. This reality is even more visible when looking at a supplier’s parts catalog. For example, hardware supplier McMaster-Carr lists over 56,000 different types of fasteners!

Maintenance inventory management can be improved simply by identifying what items are stocked. To further assist with identification on an asset level, maintenance teams reference an equipment bill of materials.

Specification

Related to identification is specification. The specification provides the requirements of the spare parts or supplies to ensure an asset’s proper operation. For example, a standard screw has the following attributes, each of which is considered during an asset’s design:

  • Thread size
  • Length
  • Diameter
  • Head type (e.g., socket, rounded, flat, hex, etc.)
  • Material (e.g., brass, lead, steel, zinc, etc.)
  • Drive style (e.g., Phillips, square, slotted, etc.)

How does this affect maintenance? Part specifications define exactly what is needed for optimal asset performance and dictate the tools used to install or utilize the part. In the case of the screw, it’s more efficient for a technician to know which wrench or drill bit will be needed ahead of time. For items that require specialized tools, technicians benefit by ensuring they are available to be checked out ahead of time.

Specifications are also useful when alternative parts or supplies are needed. Tracking specification helps you identify similar, interchangeable parts. In terms of purchasing and reordering, specifications are used to identify vendors that carry the part.

A third way that specification affects maintenance is organization. A stockroom employee may arrange inventory items by their characteristics, such as size, weight, material, shape, and so on. As you’ll read in the next section, an organized stockroom makes MRO items easier to find for technicians.

Location

Maintenance inventory organized by labeled shelves and racks in a stockroom.

Once you know what MRO inventory items you have in stock, you must be able to locate them. As mentioned earlier, poor organization leads to unnecessary costs related to expedited orders or losses in productivity. Knowing exactly where MRO inventory items are stored helps improve responsiveness and allows you to fulfill maintenance work orders more efficiently. Locating inventory comes down to creating an organization system and communicating that system with others.

Organization

Depending on the size of your organization, MRO inventory may be spread out across multiple stockrooms or contained within a single storage location. Within those locations, there may be multiple aisles, racks, shelves, and bins. Technicians may keep a personal stock of items in tool chests or service vehicles. Because there are so many places MRO inventory might be stored, you must have a system for organizing the items.

In a grocery store, for example, aisles are numbered, and related items are typically located together. Ask any store clerk about the location of an item, and they can surely tell you what section and aisle to look in. They may even be able to tell you a more precise location, such as “about halfway down, at eye level,” if not the exact shelf.

Similarly, stockrooms and storage locations ordinarily use a letter or number scheme to organize their aisles, racks, shelves, and bins. Like a grocery store, physical labels are affixed to the location, making inventory items easy to find.

Communication

Once items are organized, you must communicate the organization system to others. Appropriate stakeholders should know exactly how things are organized and understand how to interpret naming or numbering conventions. Locations can also be communicated through a maintenance inventory management system such as computerized maintenance management system (CMMS) software.

Procurement

Procurement is the process of obtaining goods or services, such as MRO inventory items, in a cost-effective and time efficient manner. It includes all the activities that take place from the initial requisition to final payment and receipt of goods. In simple terms, the procurement process is how you acquire the MRO inventory items needed for maintenance jobs.

The level of authority given to the maintenance team to make purchases differs from organization to organization. In general, the procurement process will look similar to the following:

  1. Identify MRO Inventory Items Needed: Determine what materials and supplies – and stocking levels – are needed for efficient maintenance activities.
  2. Generate Purchase Requisition: Create a purchase requisition that includes details such as what items are needed, the recommended vendor, and the date the items are required. Submit the requisition to for approval.
  3. Get Purchase Approval: Submit the requisition for review. The purchaser will assess the requisition for completeness and priority. Assuming that the requisition is approved, proceed with the purchase.
  4. Select Vendor(s): Identify the best vendor to fulfill the order requirements. Vendor selection criteria may include price, quantity ordered, speed of delivery, customer service, and prior relationships.
  5. Create and Issue Purchase Order: Create a purchase order (PO) and issue to the vendor.
  6. Receive Order: When the shipment is received, review the delivery, record the items in the inventory tracking system, and stock the items in the appropriate location(s).

Inventory Control

Young male stockroom employee performing an inventory count as part of maintenance inventory management.

Inventory control ensures the right amount of stock available to the organization so that maintenance can be performed efficiently. It involves knowing what you have, where it is located, and how much of it is on hand. When combined, this information helps those who manage MRO inventory avoid stockouts and ultimately, costly asset downtime.

On the surface, it may sound like inventory control simply means reordering supplies when quantities are low. However, this is only one aspect of inventory control. Proper inventory control also includes regularly counting stock, tracking usage and movement, and anticipating future demand. When it comes to replenishing stock, you must also think about when to place orders, delivery lead times, available storage space, and ways to minimize ordering costs.

MRO Inventory Management Tools

Due to the relatively lax requirements of managing maintenance inventory (compared to other inventory), MRO management tools are typically less robust. In fact, it is not unusual for small businesses to have administrative staff manually track MRO inventory in spreadsheets. Large organizations use enterprise resource planning (ERP) software, though the MRO inventory management capability is often lacking.

Effective maintenance teams benefit from using computerized maintenance management system (CMMS) software for inventory management. With a CMMS, you can leverage functionality designed specifically to help you manage your maintenance inventory. A good CMMS provides the following:

  • Comprehensive inventory records
  • Automatic MRO inventory count updates
  • Reorder point notifications
  • Inventory cost tracking
  • Vendor and supplier management
  • Purchasing capability
  • Inventory-focused maintenance reports

Read Cadeco Industries Case Study

Manage MRO Inventory with FTMaintenance

The disorganization of MRO inventory management means there’s ample opportunity for improvement. In fact, some organizations estimate that proper MRO inventory management reduced their inventory spending by as much as 25%!

With FTMaintenance, you can take advantage of these cost savings while increasing your asset’s availability. FTMaintenance CMMS software helps organizations improve their MRO inventory management processes and procedures. Learn more about FTMaintenance inventory management system software.

How to Change the Culture of the Maintenance Department

Three diversified employees in hard hats in a garage to represent maintenance department culture.

Take a minute to think about your organization’s culture as it relates to asset maintenance:

  • Is your team constantly reacting to breakdowns or more proactive in its approach to maintenance?
  • Is there tension between operations and maintenance or is there a good working relationship?
  • Do employees feel like their contributions make a difference?
  • Are employees motivated to perform quality maintenance work?

Based on your responses, it should be clear whether the maintenance culture at your organization needs work. This article discusses how to change your maintenance culture for the better.

What is Maintenance Culture?

Maintenance culture is the set of values, behaviors, attitudes, perceptions, practices and underlying assumptions use to guide maintenance activities performed to prevent assets from failing and keep them in proper working order.

Why should you care about maintenance culture? For better or worse, maintenance culture drives the behavior of maintenance employees, which trickles down to the quality of asset maintenance. A poor maintenance culture causes employees to operate reactively, neglect their work, and make careless mistakes, ultimately lowering asset reliability. On the other hand, a good maintenance culture inspires employees to do good work and seek to improve asset health.

Components of Maintenance Culture

According to social science researchers, maintenance culture is comprised of 10 key factors:

  1. Leadership
  2. Communication
  3. Rewards and recognition
  4. Teamwork
  5. Training and education
  6. Motivation
  7. Involvement
  8. Empowerment
  9. Policy systems, strategy, and work planning
  10. Organizational structure

Leadership

A good leader is someone who can influence others to understand and agree about what needs to be done, how to do it, and why it matters. However, this is often difficult to accomplish alone. Changing the maintenance culture requires stakeholders to possess strong leadership skills as well as the support of upper management. Top-down commitment to improving maintenance culture can quickly change the attitudes of employees. Part of this commitment comes from hiring the right people who will be best suited to manage change.

Communication

Part of changing maintenance culture is getting all personnel on the same page about the importance of asset maintenance. Maintenance employees should have a shared understanding of the mission, vision, goals, and responsibilities of the maintenance department.

Rewards and Recognition

Everyone likes to be acknowledged for a job well done. Public recognition for high-level performance and high-quality results makes team members feel appreciated for their work. This can be especially powerful for maintenance teams who are often blamed when equipment breaks down, but never thanked for keeping it up and running. If possible, rewards such as pay bumps, bonuses, and promotions are powerful motivators as well.

Teamwork

Teamwork involves multiple people working together towards a common mission or goal. While each individual on the team may have a specific role, all contribute to overarching maintenance goals. Teamwork can be viewed as internal to the maintenance department, or expand to other departments who depend on the work of the maintenance team, such as the operations and production department. When working together, individuals or departments feel more comfortable sharing thoughts and opinions about improvements to maintenance operations.

Training and Education

Maintenance work requires in-depth technical knowledge of assets and their related systems. Especially in times where there is a maintenance technician shortage, ongoing technical training can help retain and motivate employees. As the knowledgebase of your staff grows, the quality and effectiveness of maintenance work should also increase.

Along with training comes the implementation of tools that enable employees to do their jobs better. This includes inspection tools, condition-monitoring sensors, and computerized maintenance management system (CMMS) software.

Motivation

A lack of motivation affects many aspects of an employee’s performance. Individuals who aren’t motivated may leave the company, neglect job responsibilities, communicate poorly, or work without urgency. All of these can negatively impact asset performance.

Maintenance personnel can be motivated by some of the factors already discussed, such as commitment from upper management, recognition, and training opportunities. When employees are adequately motivated, high quality maintenance work naturally follows.

Involvement

Changing the maintenance culture is an organization-wide effort. Involvement means that everyone is included in the changes to maintenance culture, not just certain employees. Maintenance staff should perform, or at the very least, be trained on how to perform all maintenance activities so that they fully understand what each task entails. Upper management should emphasize and advocate for the importance of maintenance within the organization.

Empowerment

Empowerment means to delegate a certain level of decision-making power to lower-level staff. Depending on the organization, this may mean upper management giving more authority to maintenance managers, or maintenance managers giving more autonomy to maintenance technicians. Entrusting the maintenance team to carry out work without requiring instruction from higher levels of management builds trust, engages employees, and removes some bottlenecks that get in the way of efficient maintenance.

Policy Systems, Strategy, and Work Planning

Organizations with a good maintenance culture have well-defined rules and procedures that provide structure to maintenance operations. Little progress will be made if employees go about performing and documenting maintenance work in a haphazard manner. Detailed maintenance procedures that are easy to understand are vital to changing behaviors and motivating employees.

Organization Structure

The organization structure outlines the hierarchy of employees and management in the organization, communicating the power dynamics that exist between them. Understanding the organizational structure shows how roles within the organization support one another, and how they work together to achieve maintenance goals. It also helps define who in each role is responsible to certain tasks and duties.

Signs of a Poor Maintenance Culture

Maintenance culture differs from one organization to the next. Some organizations may exhibit multiple signs of a poor maintenance culture, while other may only recognize one or two areas for improvement. Generally speaking, poor maintenance culture is characterized by the following factors:

  • Indifference or feelings of distrust among staff members
  • High staff turnover
  • Wasted time and resources
  • Lack of trust, credibility, or respect from people in charge
  • Lack of proper data entry
  • Unscheduled preventive maintenance work
  • Slow responses to critical failures
  • Low task completion
  • Aging work order backlog
  • Excessive mistakes and errors
  • Finger-pointing instead of taking accountability

The list goes on and on. What’s important is that once you identify these symptoms of poor maintenance culture, you can work towards making changes.

How to Change the Culture of the Maintenance Department

When employee’s attitudes are positive, a good maintenance culture is developed and maintained. Think about what type of maintenance culture you would like to see for years to come. Drawing from the components of maintenance culture described earlier, here are ten steps you can take to positively change your maintenance department culture:

  1. Hire the right people.
  2. Create a vision for a better maintenance culture and communicate that vision to others.
  3. Recognize and reward superior performance.
  4. Work together to achieve goals.
  5. Provide ongoing training and learning opportunities; encourage professional development.
  6. Inspire others to perform quality work.
  7. Involve employees in the process.
  8. Give others authority and control over their work.
  9. Create clear, defined rules, procedures, and standards.
  10. Communicate organizational roles and responsibilities.

Keep in mind that having all of the things above would create an ideal maintenance culture, but that is often far from reality. Implementing as many of these as possible will create a positive maintenance culture.

Using CMMS as a Catalyst for Change

Computerized maintenance management system (CMMS) software is a tool that can be used to positively change maintenance department culture. A CMMS is a centralized platform for documenting, tracking, organizing, and managing maintenance activities. Implementing a CMMS provides a method of holding others accountable for changing their behavior and attitudes towards asset maintenance.

When properly utilized, a CMMS serves as a single, shared source of communication about maintenance work, maintenance procedures, and documentation. Further, maintenance management software holds maintenance personnel accountable for following new maintenance processes or documentation requirements.

Further Reading: Creating a Culture of Accountability with CMMS

Even though implementing a CMMS will positively impact maintenance culture, there may still be some resistance from staff. Some may see using CMMS software as yet one more thing to do that disrupts the usual workflow, or as a way for management to watch over technicians. Therefore, you must also manage change as it relates to CMMS implementation.

To encourage buy-in from the maintenance team, introduce any new software or processes in phases so that it’s not overwhelming. Demonstrate that the data collected in the CMMS such as tool lists, part locations, and descriptions of repairs can make their jobs easier. In the process, be sure to remain open to feedback and ideas from technicians. People are more accepting of new processes when they have some control over them rather than feeling like it’s being forced upon them.

Further Reading: How to Increase CMMS User Adoption

Improve Maintenance Culture with FTMaintenance Select

Maintenance culture is not easy to develop or change, but it is not impossible either. It takes time for employees to change their behaviors, embrace their responsibilities in making the change, and follow through. CMMS software like FTMaintenance Select can help you transform your maintenance culture from bad to good – or good to great! Request a demo to learn more about FTMaintenance Select.

What is Overall Equipment Effectiveness?

Close up of a CNC punching machine with a metal plate, part of a production line whose productivity is measured using overall equipment effectiveness.

Organizations that practice lean manufacturing seek to maximize output and work as efficiently as possible. However, manufacturing is a complex process that has many sources of waste, including equipment, machine operators, and production processes. In order to identify and reduce losses, organizations must be able to measure the efficiency of their manufacturing process. That’s where overall equipment effectiveness comes in. This article explores overall equipment effectiveness and its relation to maintenance.

What is Overall Equipment Effectiveness?

Overall equipment effectiveness (OEE) is a business metric that compares your equipment’s ideal performance to its actual performance. “Ideal performance” is considered to be a manufacturing process in which productivity is 100% – meaning that only good parts are produced, as fast as possible, without stopping. However, this level of perfection is impossible. In the real world, equipment fails, employees require breaks, and production processes are imperfect. Therefore, OEE measures how close your “actual” production process is to an ideal one.

What does OEE Mean for Maintenance?

As its name states, OEE is a measure of equipment effectiveness, not maintenance effectiveness. So, why then, should the maintenance team care about OEE? Maintenance activities influence an asset’s availability and reliability, which affect its OEE rating. Conversely, an asset’s OEE rating may change the way you schedule, manage, and carry out maintenance tasks.

Calculating overall equipment effectiveness may not be maintenance’s responsibility, but it is still valuable to learn how OEE is calculated and its significance. As you continue through this article, keep in mind that tracking and monitoring OEE is a company-wide effort, and that the activities of other non-maintenance departments factor into the OEE calculation.

How is OEE Calculated?

Before we jump into OEE calculations, we have a few words of caution. In order to calculate OEE, your organization should have the following in place:

OEE calculations require that you track and monitor certain data related to your manufacturing process and equipment. Each of these data points is outlined in its corresponding section below. If you are not currently tracking these values, you will need to collect this data before calculating your OEE. Once you have this information available, you may proceed.

OEE Formula

Overall equipment effectiveness formula – availability times performance times quality

Overall equipment effectiveness is the product of three factors: availability, performance, and quality.  Therefore, the OEE formula is availability multiplied by performance multiplied by quality. Each of these factors is explored below.

When performing the calculations listed, use the smallest unit of measurement you can and apply it consistently throughout. For example, if time is measured in seconds, every other time measurement should also be measured in seconds. Some time conversion may be required. Failing to use the same units of measure throughout will lead to inaccurate and useless results.

Availability

Availability formula for oee calculation – uptime divided by the sum of uptime plus downtime.

Availability is a measure of an asset’s actual runtime compared to its planned production time. To calculate availability, divide the runtime (i.e., uptime) by the planned production time (i.e., sum of uptime plus downtime).

In this formula, runtime is the amount of time when the asset is actually running and not experiencing downtime, also called uptime. Planned production time covers the entire time period the asset was expected to run, even if it did not. Therefore, planned production time is the sum of uptime plus downtime.

Asset availability takes into consideration any events that cause downtime and stop planned production for a significant amount of time. How “significant” downtime is defined depends on your organization, but it is commonly any stops that are several minutes long or long enough to warrant the tracking of the downtime event.

Downtime includes both planned and unplanned downtime. Planned downtime includes events such as setup, changeovers, adjustments, cleaning, and planned maintenance. Unplanned downtime is caused by equipment failures leading to unplanned maintenance.

Quick Reference: Data Required to Calculate Availability

  • Runtime: The amount of time the asset is not experiencing downtime; uptime.
  • Planned Production Time: The amount of time the asset was scheduled to perform its intended function.

Performance

Performance formula for oee calculation – the product of the ideal cycle time times the total count of product divided by total availability

Performance is a measure of how long it takes to complete a process, such as producing a single unit of a product, compared to the ideal time. To calculate performance, multiply the ideal cycle time by the total count of product, then divide by the runtime. The ideal cycle time is the theoretical maximum speed at which a single unit can be produced.

The performance metric takes into consideration anything that causes production to run at less than maximum speed, such as small stops and reduced operating speed. Small stops are caused by events such as misfeeds, jams, or misaligned sensors, and typically do not require maintenance to intervene. Organizations that employ autonomous maintenance as part of a total productive maintenance (TPM) program are able to greatly reduce small stops. Slow cycles are caused by normal wear and tear, poor lubrication, dirt and debris, and other factors that account for a less-than-ideal cycle time.

Quick Reference: Data Required to Calculate Performance

  • Ideal Cycle Time: The theoretical fastest time in which a single unit can be produced.
  • Total Count: The total number of units produced, including scrap and defects.
  • Runtime: The amount of time the asset was running during planned production time (derived from Availability)

Quality

Quality formula for oee calculation – divide the number of good units produced by the number of total units produced.

Quality is a measure of how many good units are produced compared to the total number of units produced. “Good” units are considered those that meet quality standards. It excludes scrap, defects, and units that require rework. Total count includes all units produced, regardless of quality.

Poor quality occurs when imperfect units are produced during startup or stable production. During startup, equipment may run through a warm-up cycle where non-usable units are produced. Additionally, human error can lead to incorrect equipment settings or problems during a changeover, which also affect quality. During stable production, incorrect settings and operator error can be responsible for scrap or rework.

Quick Reference: Data Required to Calculate Quality

  • Good Count: The total number of good units (i.e., units that meet quality standards) produced.
  • Total Count: The total number of units produced.

Putting It All Together: Calculating OEE

Let’s calculate OEE for a fictional production asset using the following information:

  • Planned production time was an 8 hour shift (28,800 seconds).
  • An asset experienced 1 hour (3,600 seconds) of downtime.
  • The fastest a good unit can be produced is 3 seconds.
  • Out of 7,000 units produced, only 6,500 met quality standards.

Availability

To find the runtime, subtract the downtime from the planned production time. In 8 hours of planned production time (28,800 seconds), there was one hour (3,600 seconds) of downtime. Therefore, there were 7 hours (25,200 seconds) of runtime.

Availability = 25,200 seconds / (25,200 seconds + 3,600 seconds) = 0.875

Performance

Under ideal conditions, it takes 3 seconds to produce a single unit. 7,000 units are required. As established in the availability calculation, runtime is 7 hours (25,200 seconds).

Performance = (3 seconds/unit * 7,000 units) / 25,200 seconds = 0.833

Quality

Of the 7,000 units produced, 500 were considered defective.

Quality = 6,500 units / 7,000 units = 0.928

Overall Equipment Effectiveness

With values for availability, performance, and quality, you can now calculate OEE by multiplying the values together.

OEE = 0.875 * 0.833 * 0.928 = 0.676

Multiply the result by 100 to express OEE as a percentage. In this example, the OEE rating is 67.6%

How to Interpret OEE Rating

Your first OEE calculation provides a benchmark against which to compare future OEE ratings. Since the rating is broken down into three parts (i.e., availability, performance, and quality) you can focus on factors that are lagging. After changes have been in place for some time, calculate OEE again and compare the results. Try not to get too hung up on the number itself – what’s important is that the number improves over time.

World-Class OEE

When reading about overall equipment effectiveness, you will often see a cited world-class OEE rating of 85%. While it is tempting to compare your OEE to this number, keep a few things in mind.

First, it is very challenging to achieve a high OEE rating. Consider a production line whose availability, performance, and quality are all 90%. Sounds pretty good, right?  Based on the formula used earlier, the OEE rating for this production line is 72.9% – well below the 85% world-class rating.

Second, the development of world-class OEE was based on experience working in plants that had successfully implemented total productive maintenance (TPM). Organizations that have not done so are unlikely to come close to 85% OEE. In reality, the OEE in most organizations is closer to the 45% – 60% range.

Last, OEE ratings are only true for the exact assets or production processes being measured. OEE ratings should not be compared asset-to-asset or process-to-process unless they are identical. You should not compare OEE between dissimilar assets, processes, organizations, or industries given their numerous differences.

How Maintenance Can Improve Overall Equipment Effectiveness

One of the most important ways the maintenance team can improve OEE is to use a computerized maintenance management system (CMMS). CMMS software tracks critical data about your assets and maintenance process, helping you better manage, organize, and document maintenance activities. Leveraging a CMMS enables you to easily make changes to maintenance operations that contribute to OEE improvements.

A CMMS can be used to collect data about asset failures, maintenance history, and unplanned downtime, useful for improving availability and performance. In terms of performance, organizations can use CMMS software to optimize preventive maintenance schedules, provide technicians with checklists for completing maintenance tasks, and track failure trends.

Proactive maintenance activities planned and managed through a CMMS keeps equipment in optimal condition, thereby impacting quality. In addition, CMMS software functions as a maintenance request system that allows machine operators or others to submit service requests directly to the maintenance department, increasing the awareness of maintenance needs.

Improve Equipment Maintenance with FTMaintenance Select

Though effectively utilizing overall equipment effectiveness is a company-wide effort, the maintenance team has a big role to play in improving asset availability and performance. FTMaintenance Select computerized maintenance management system (CMMS) software provides a single platform for documenting, managing, and tracking maintenance activities, and can be useful tool for OEE calculations. Schedule a demo today to learn more about FTMaintenance Select.

What is a Failure Code?

Young male technician inspecting a piece of equipment to observe it in its failed state for the purposes of documenting the failure.

This article is part of a series of articles on the topic of equipment failure tracking. Read our other articles on this topic:

What are Failure Codes?

A failure code, sometimes called problem a code, is a value used to uniquely identify a type of failure and is often found in a computerized maintenance management system (CMMS) or enterprise asset management (EAM) software. In earlier generations of CMMS software, asset failures were commonly codified using short alphanumeric acronyms or abbreviations. Because modern CMMS solutions are more powerful and can handle much larger amounts of data, failure “codes” are commonly alphanumeric codes supplemented by a longer-form description.

Where are Failure Codes Used?

Failure codes are used in maintenance management and asset management software for asset failure tracking. Technicians apply failure codes to work orders to show that a certain type of failure occurred. This may occur at the time the problem is reported or discovered, or when the work order is closed.

Organizations using a CMMS with a maintenance request portal may include an input field for failure codes on the service request form. Doing so allows requesters to feed failure information to the maintenance team, allowing technicians to plan ahead before going out for a repair.

Why Use CMMS Failure Codes?

There are many reasons organizations use CMMS failure codes.

Standardization of Failure Documentation

Technicians may describe problems inconsistently on work orders. One technician may report a problem as “too hot”. Another might describe it as “overheated”. A third technician might observe the issue as “high temp”. While each of these descriptions might be understood to describe the same problem, there is not common data from which to compile the information. Failure codes standardize data entry and provide a defined set of values on which to search, sort, and filter failure records in a CMMS.

Without the use of failure codes, maintenance managers would need to review all work orders or maintenance records individually in order to identify equipment failure trends. While CMMS software might help parse through some data, results may still be incomplete.

Maintenance Reports

From an asset performance tracking perspective, failure codes provide common data on which to filter data or run CMMS reports. For example, a report might bring attention to how many times a specific type of failure has occurred on a given asset. A Pareto chart report might reveal which asset failures account for the most maintenance work, providing a starting point for reevaluating preventive maintenance schedules.

Compliance with Regulatory Standards

Identifying failure records with failure codes is required by some regulatory standards. For example, organizations in the oil and gas industry following the ISO 14224 standard are required to collect, at a minimum, the following failure data:

  • Unique failure record identification (i.e., a failure code)
  • Equipment identification/location
  • Failure date
  • Failure mode
  • Failure impact on equipment function

This information is collected to improve the safety, reliability, and maintainability of oil and gas assets. However, similar requirements can apply to other industries.

Learn how a CMMS benefits your industry

Implementation of a Failure Analysis-Driven Maintenance Strategy

Failure tracking is a critical component of more advanced failure analysis. For example, industries with rigorous maintenance tracking requirements use failure codes for failure tracking strategies such as:

  • Root Cause Analysis (RCA): the process of identifying the main reason for asset failure and determining an approach to resolve it
  • Failure Mode and Effects Analysis (FMEA): the process of identifying potential failures that may exist within the design of an asset or process
  • Reliability-Centered Maintenance (RCM): the process of analyzing breakdowns to determine the most effective maintenance approach for each asset

While failure tracking is beneficial, tracking failures alone provides limited value. Each of the strategies above involves analyzing asset failures by tracking the failures themselves, reasons why the failure happened, and what was done to resolve the issue. Using failure codes with cause codes and remedy codes paints bigger picture of asset failures. Cause codes and remedy codes are each covered in their own articles in this series.

CMMS Failure Code Construction

The information on which to base failure codes originates from a number of sources. In organizations that do facility or property management, codes may be derived from building automation system (BAS) software with built-in alarm codes. In manufacturing environments, automated machines may have failure codes built into the PLC or HMI system. Standards organizations such as the Society of Automotive Engineers (SAE) or the American Society for Quality (ASQ) also provide universal standards that include recommendations for failure codes or failure code creation.

Failure Code Design

Failure codes are typically customized to match each organization’s unique assets and operating environment. Custom failure code development should collect input from all stakeholders, including employees who may request assistance, maintenance personnel who perform the work, and operations and engineering staff who need to understand what is happening in the field. The two most common approaches to create failure codes are asset-based failure codes and inspection-based failure codes.

Asset-based Failure Codes

With asset-based failure codes, each asset is assigned a set of failure codes relevant to the asset class or unique asset. One advantage to this approach is that, if the CMMS supports it, technicians will only be required to choose from a limited number of failure codes specific to the selected asset. A disadvantage is that those in charge of creating failure codes will need to create them for every asset or asset class.

Asset-based Failure Code List Example

Below is an example of an asset-based failure code list for a valve. Note that this list is not exhaustive of all types of valve failures.

Failure Code Failure Code Description
FTC Failure to close; valve stuck open or fails to close fully
FTO Failure to open; valve stuck closed or fails to open fully
DO Delayed operation; valve opening/closure time different from specification
EL External leakage; medium escapes to environment
IL Internal leakage; internal leak of actuating fluid
LCP Leakage through valve in closed position
PLUG Plugged; Flow fully or partially restricted
ABR Abnormal instrument reading

Inspection-based Failure Codes

Inspection-based failure codes account for possible types of failures based on one’s sensory observations. For example, failure codes may be created for conditions such as noise, visible damage, fluid levels, vibrations, and so on. Unlike asset-based failure codes which are specific to an asset, inspection-based failure codes are broader.

An advantage of inspection-based failure codes is that they are easier to set up than asset-based failure codes, and can be applied universally. However, more supplementary detail must be entered into the CMMS for them to be valuable.

Inspection-based Failure Code List Example

Below is an example of an inspection-based failure code list. Note that this list is not exhaustive of all types of equipment failures.

Failure Code Failure Code Description
ALARM Alarm, sensor problem, display indicator, no reading, etc.
DAMAGE Worn down, broken, fractured, punctured, etc.
DIRT Dirt, debris, or foreign matter
LEAK Fluid leaking, spraying, dripping, etc.
NOISE Abnormal sound, knocking, rubbing, etc.
PRESSURE Over or under pressure
TEMP Abnormal temperature (too high or too low)
VIBRATION Excessive vibration, shaking, wobbling, etc.

CMMS Failure Code Best Practices

The goal of developing failure codes is for CMMS users to be able to easily identify and track asset failures on work orders. Keep the following best practices in mind when constructing failure codes:

  • Consider Team Experience: Seasoned technicians who have a deep knowledge of assets will have an easier time adopting a system of failure codes that is more specific. Technicians with less experience may benefit from generic failure codes.
  • Keep Failure Code List Size Manageable: There should be a balance between failure code lists that are too granular or too broad. Overly-specific failure codes create too many options and are confusing. Overly-broad failure codes may not accurately describe certain problems. Having a limited set of failure codes to select from encourages technicians to document failures consistently.
  • Hold Team Accountable for Use: Failure tracking with failure codes will only be effective if used consistently and correctly. A CMMS allows you to see if failure codes are being used properly, and becomes a reference point for identifying and correcting data entry mistakes.
  • Review and Update the Failure Code List: Failure code lists are not “set and forget”. There are sure to be instances where existing failure codes don’t cover all observed failures or certain codes can be eliminated or combined. Review the failure codes list periodically and update as needed.

Conclusion

Failure codes can add value to your asset management practices. Whether starting small with a basic coding system or using advanced failure analysis, a CMMS makes tracking asset failures easy. FTMaintenance Select is an easy-to-use maintenance management software platform that allows you to closely track asset failures through robust asset tracking tools and maintenance reports. Request a demo today to learn more about FTMaintenance Select.

This article is part of a series of articles on the topic of equipment failure tracking. Read our other articles on this topic:

How to Create Your Own Asset Naming Convention

Asset naming conventions can take many forms. Our previous article, 3 Asset Naming Convention Designs to Consider, provides an overview of possible naming conventions that you could use to name assets in your CMMS. Listed among those options is the opportunity to create your own naming system, which is what will be covered in this article.

This article is part of a series of articles on the topic of asset naming conventions. Read our other articles on this topic:

How to Create Your Own Asset Naming Convention

Manufacturing facility floor with machinery that can be identified through asset naming conventions.

Asset naming conventions help identify assets throughout your facility.

The following information can assist you in developing your own asset naming convention for your organization. Keep in mind that there is no single, best way to do this, as each organization has different needs. At the very least, we can offer some food for thought and best practices to help you create an effective asset naming convention.

Asset Naming Convention Components

Asset naming conventions consist of two components: 1) a unique asset number and 2) a descriptive name. The asset number is a way to uniquely identify an asset within a CMMS or other computerized maintenance tracking system. Numbers must be unique so that duplicate records do not exist and that maintenance activities can be traced back to specific individual assets. A descriptive name further helps identify assets and ensures that all stakeholders are speaking in common terms when discussing maintenance needs.

Naming Assets

Organizations that create their own asset naming convention should decide what components work best for their stakeholders. For example, organizations that do fleet maintenance may embed manufacturer – but not location information – into the asset name, as vehicles are constantly on the move. Facilities management organizations may use location information, such as an address, as a part of the asset name. Below is a list of potential components that you may embed in your asset number:

  • Asset Type: Motor, HVAC unit, press, boiler, etc.
  • Characteristic: Make, manufacturer, model, revision, color, size, etc.
  • Location: Country, state, site, address, building, floor, room, factory line number, etc.
  • Numbers: Manufacturer serial number, VIN number, equipment code, etc.

Describing Assets

As for the descriptive asset name, that part is up to you. It is recommended that you only include enough information as necessary. In fact, a CMMS may limit you as to how many characters (i.e., letters and numbers) can be stored within a field. Asset descriptions may include:

  • The asset type
  • A description of the sub-type of that asset
  • A defining characteristic

For example, a light bulb may be described as “Lamp, Fluorescent, 40 Watt.”

Asset Naming Convention Examples

The following are two examples intended to help you visualize how an asset naming convention might be structured.

Scenario 1

An organization operates out of a single building with a moderate number of assets. A possible naming convention may look something like AAA-###, where:

  • AAA represents a three-character code identifying the type of asset (e.g. AHU = “Air Handling Unit”, Chiller = “CHL”, CNC lathe = “CNC”, etc.)
  • ### represents the unique identifier, such as a number (e.g., 001, 002, 100, etc.)

Example: CNC-001.

This example refers to one of the CNC lathes located at the facility. The description might be “CNC, 2-Axis, 4500 RPM”.

Scenario 2

An organization has plants in multiple locations across the United States. Each plant has multiple buildings that house several assets of the same type, such as air handling units. The asset naming convention for this organization may be of a form AA-BB-CCC-###, where:

  • AA represents the state postal code abbreviation (e.g., AZ, CA, WI, etc.)
  • BB represents the building number (e.g., B1, B2, B3, etc.)
  • CCC represents a three-character code identifying the type of asset (e.g. AHU = “Air Handling Unit”, Chiller = “CHL”, CNC lathe = “CNC”, etc.)
  • ### represents the unique identifier, such as a number (e.g., 001, 002, 100, etc.)

Example: WI-B2-AHU-003.

This example refers to one of the air handling units in building 2 at a Wisconsin-based facility. The description might be “Chiller, Reciprocating, 150 TR”.

Of course, the examples in this article represent naming conventions with varying degrees of depth and do not represent all possible naming structures. It is up to your organization to determine the format, structure, and depth of your naming convention.

Asset Naming Best Practices

Asset naming conventions do not need to be complex in order to be effective. The goal of developing a standardized naming system is for users of your CMMS and other employees to be able to recognize an asset, its location, or its purpose at-a-glance. Keep the following best practices in mind when crafting your asset naming convention:

  • Be Logical: Maintenance technicians should be able to draw meaning from asset names. Do not label boilers as “XYZ.” Instead, use a more logical code such as “BOIL” or “BLR”.
  • Be Consistent: Terminology, abbreviations, and numbering schemes should not vary. For example, all chillers could be abbreviated as “CHLR”. All numbering should use the same number of digits. For example, the first record created under a number scheme that uses three digits will be “001” instead of “1” or “01”.
  • Be Unique: Each asset name should be unique to prevent confusion.
  • Avoid Duplicate Data: Asset names do not need to include information that is defined elsewhere (although, they can). Search capabilities in a CMMS make this information easy to find.
  • Leave Room for Growth: Naming conventions should leave room to easily add new asset records – which may be subsets of existing records. For example, separate asset numbers by 100, 500, or 1,000 for major subgroups.
  • Prioritize the Use of Letters: Numbers, when used alone, hold little meaning. Letters can be much more informative and make asset names easier for employees to interpret.
  • Use a “Drill Down” Approach: Employ a hierarchical structure that allows users to “drill down” to relevant, granular data.

Set Yourself Up for Success with FasTrak Consulting Services

Creating an asset naming convention can be a challenge for first-time CMMS users. At FasTrak, we offer CMMS consulting services that will help you and your team maximize your use of FTMaintenance. An FTMaintenance consultant will work with you to understand your current asset environment and develop an effective asset naming convention for your organization. Contact us today to learn more about FasTrak’s FTMaintenance consulting services.

3 Asset Naming Convention Designs to Consider

A line of industrial pump stations that can be better identified with an asset naming convention.

Why Create an Asset Naming Convention?

Naming is a key component of managing assets in a computerized maintenance management system (CMMS). Using consistent asset names in a CMMS, you can identify assets more easily, search and query data more effectively, and make valuable data more readily available.

However, CMMS software limits the number of characters allowed in a given data field, making it necessary to rethink how assets will be named in the system. Now, you may be asking what the best way is to design your naming scheme. In truth, you can format asset names any way you wish…although there are some generally accepted best practices which we encourage you to follow. These practices are outlined in our article, How to Create Your Own Asset Naming Convention.

Asset naming conventions vary from organization to organization. The naming scheme your company uses is entirely up to you! The purpose of this article is to provide you with a few options to consider when crafting your asset naming convention: 1) using an existing internal naming convention, 2) using a tried-and-true system, and 3) creating your own naming convention.

This article is part of a series of articles on the topic of asset naming conventions. Read our other articles on this topic:

3 Asset Naming Convention Designs to Consider

Follow an Existing Internal Asset Naming Convention

Remember, it is not only the maintenance team that needs to track maintenance assets. The accounting department is also responsible for tracking all assets and their costs, such as original purchase price, depreciation, and maintenance expenses. It should be no surprise that the accounting team also values a good naming convention.

Making use of an existing internal naming convention can be beneficial, as it allows for better cross-department communication about maintenance assets. Look to see how your organization’s accounting department names assets and consider if it will work for you. If you are unsatisfied with their naming system, you should still track the number in your CMMS. Doing so ensures that both departments have a common reference when referring to the same asset.

Below are some advantages and disadvantages of this asset naming convention option:

Advantages:

  • Easy to Implement or Adopt: Asset names and numbers have already been assigned by an internal resource. All you must do is match names and numbers to the asset records in your CMMS.
  • Improved Communication: A single naming system leads to better cross-departmental communication between maintenance, accounting, purchasing, and others.

Disadvantages:

  • May Not Meet Requirements: The naming convention may not meet your maintenance management requirements if it was developed with a different purpose in mind.
  • Possibility of Change: It is possible that the base naming convention may change, creating a mismatch between your asset records and data in other systems.

Rely on Tried-and-True Asset Naming Systems

There’s no need to reinvent the wheel. There are already a number of tried-and-true naming conventions out there. For instance, your vendors may already use a naming system that you can easily adopt. Employees may also offer ideas of what worked well based on their previous work experience.

A well-vetted, proven asset naming system is the United States Department of Defense’s National Stock Number (NSN) system. Regarded as the gold standard in asset naming, domestic and foreign governments across the world use the NSN system because it provides a standardized asset naming system for a large number of items – as many as 6 million items (and counting)!

A diagram showing the meaning coding system used for each National Stock Number (NSN).component.

National Stock Number Anatomy. Image derived from Wikipedia – click image to visit page.

The National Stock Number itself is made up of smaller subgroups, each with their own coding system. The 4-digit Federal Supply Classification Group (FSCG) number is comprised of the Federal Supply Group (FSG) and Federal Supply Class (FSC) numbers.

The next portion is the 9-digit National Item Identification Number (NIIN). The first two digits are the National Codification Bureau (NCB) number, a “country code” or “nation code” that represents the nation assigning the item number. For example, the United States is represented by “00” or “01”; Canada’s code is “20” or “21”. The remaining 7 digits are sequentially assigned, unique numbers.

Aside from the asset number itself, the NSN system also seeks to establish a simple, common description for each tracked asset. For example, a CNC lathe might be described as “CNC, 4-axis, 3000 RPM.” This link provides a thorough explanation of the National Stock Number (NSN) system and can be a good research document for those interested in studying further.

Of course, even widely used naming systems aren’t “one size fits all” solutions. Just because you are basing your asset naming convention on a tried-and-true system doesn’t mean that you can’t make changes. You can take the elements that apply most and modify it for what makes the most sense for your organization.

Below are some advantages and disadvantages of this asset naming convention option:

Advantages:

  • Trustworthy: Other organizations have used the naming system with great success, giving you the confidence that your asset naming convention will also be successful.
  • Easy to Use: Well-established naming systems provide a template from which you can easily assign names and numbers to your assets.
  • Best Practices: Tried-and-true naming conventions are regarded as best practice, which may not necessarily be true with internal or custom naming systems.

Disadvantages:

  • Complexity: Some naming conventions consist of many separate coding systems, making it tedious to follow or apply.
  • Too Large of a Scope: Naming systems such as the NSN tracks millions of assets. You may not require the same level of detail if managing a small number of assets. A simpler naming strategy may be more appropriate.

Create Your Own Asset Naming Convention

While it is convenient to base your asset naming convention off of an existing one, other schemes are not always easily adapted to your needs. Instead, you can create your own naming system. Custom-made naming systems provide the flexibility to make asset numbers and names more meaningful for your team.

For example, you can build meaning into asset numbers by incorporating information such as asset type, manufacturer, model, building number, and more. For more detail, read our article How to Create Your Own Asset Naming Convention. Below are some advantages and disadvantages of this asset naming convention option:

Advantages:

  • Flexibility: Since you are not locked in to a previously-defined set of naming rules, you can incorporate any information of your choosing to make names and numbers more meaningful to your team.
  • Meets Your Specific Requirements: You know your maintenance needs the best. A custom naming convention gives you the exact information your organization requires.

Disadvantages:

  • Time to Develop: It takes careful planning, time, and effort to devise the rules and requirements that must be adhered to when naming assets.
  • Longevity: Custom naming conventions that aren’t built with enough flexibility break down over time, creating the need to change the system.

Manage Your Assets with FTMaintenance

FTMaintenance asset management software allows organizations of all sizes to effectively track their maintenance assets. To help you use FTMaintenance most efficiently, we offer CMMS consulting services that can be used to help your team evaluate and develop asset naming conventions. We draw on over 30 years of experience in industrial automation to make maintenance management easy for our customers. Contact us to learn more about FasTrak’s FTMaintenance consulting services.

Best Practices for Preparing Maintenance Data for CMMS Import

Overhead view of employee viewing graphical CMMS data on a laptop computer.

A computerized maintenance management system (CMMS) is only as good as the data in it. Even the best CMMS cannot fix underlying issues caused by inaccurate or insufficient maintenance data. Therefore, it is crucial to closely vet any data prior to importation. This article outlines data preparation best practices to help you organize and improve your maintenance data, giving you a greater chance of success with your new CMMS.

This article is part of a series of articles related to maintenance management best practices. Read our other best practice articles:

Data Collection Best Practices

Maintenance data exists in various formats and locations, ranging from hand-written notes on a desk, to paper work orders in a file cabinet, and data stored in spreadsheets or other computerized systems. The goal of data collection is to gather all relevant maintenance data and put it in a format where it can be easily organized, edited, and formatted for later importation.

Determine What Data to Collect

Depending on your goals for the CMMS, not all maintenance data will or should be imported. Having too little information available hampers use of the system, but too much data is overwhelming. Think about your maintenance management goals and what information is required to achieve them.

For example, some organizations choose not to track MRO inventory, so information about parts is omitted. Obviously, is a minimum amount of data required for effective maintenance tracking, but not all information will be relevant. Only collecting the data you need will be a big timesaver.

Select the Data Collection Tool

As mentioned earlier, maintenance data will ultimately need to exist in a format that makes importation easy. Most CMMS software importation tools use some form of a spreadsheet or text file format. Microsoft Excel® is the most commonly used tool for data collection, though other tools may be used.

Determine How Much Data to Collect

Collecting data on tens, hundreds, or even thousands of assets all at once is a painstaking effort. Instead, be more systematic about which assets will be entered first and how much information you need to gather for each.

Start by collecting the most important data on the assets most critical to the operation of the business. Non-essential, “nice to have” information can be added at a later time. Once critical assets are entered in the system, repeat the data preparation and importation process for less-critical assets.

Data Cleaning Best Practices

As the saying goes, “garbage in, garbage out.” What this translates to is that if flawed data is entered into a system, expect poor-quality results. Your maintenance data is a valuable asset, so it’s important to ensure that the data is “clean” and error free.

Clean Your Data

Data cleaning, also referred to as data scrubbing or data cleansing, is the process of ensuring data is correct, consistent, and usable by fixing or removing data that is inaccurate, corrupted, incorrectly formatted, duplicated, or incomplete. Do the following to clean your maintenance data after it has been collected:

  • Remove any obsolete, outdated, or unused information
  • Rename any records, if necessary
  • Eliminate duplicated information
  • Standardize record or asset naming conventions
  • Remove extra blank spaces that may cause improper sorting
  • Check spelling, correct typos, and ensure consistent capitalization
  • Fill in missing data
  • Verify that data, such as numbers and dates, are in the correct format as required by the CMMS
  • Verify that data meets the character limits

Expand Your Dataset

During the course of the data cleansing process, you may encounter missing information or the need for additional information. Now is a good time to add any extra data to the dataset, if necessary. If you discover missing information after data importation, it can be entered manually.

Data File Preparation

With your data collected and cleaned, the dataset is almost ready for importation. You must first map data to the correct fields in the CMMS database. This is accomplished by: a) copying and pasting data into a pre-defined import template or b) renaming and formatting spreadsheet columns according to the vendor’s requirements.

Each CMMS has its own preconditions regarding incoming data, such as what data is required and in what format the import file should exist. Work with your CMMS vendor if you have any confusion about terminology, the structure of the import file, or other formatting requirements.

Before you import data, take the opportunity to review the dataset for any errors one last time. Once maintenance data is in the system, it may not be easy or quick to clear out. Minor errors can be corrected after importation, however.

Looking Ahead: Avoiding “Dirty Data”

Your data preparation and cleansing efforts will all be for naught if larger changes regarding data entry do not take place. The last thing you want is for workers to continue using poor data entry practices with the new system.

The implementation of a CMMS is the perfect opportunity to review and/or create new data entry policies. Standardization rules go a long way toward preventing “dirty” or flawed data. The best way to standardize data is to develop an asset naming convention that sets guidelines for how records should be named in the system.

Configuration options, such as the ability to require field values, helps avoid incomplete records from being created. In some systems, administrators can even control what type of data a field will accept. Discuss configuration options with the vendor during product setup.

Finally, train you employees on any new policies or procedures for using the system. If bad habits aren’t broken, you’ll be back to square one in no time.

Transfer Your Maintenance Data to FTMaintenance

FTMaintenance includes data importation tools that make it easy to enter clean, well-formatted maintenance data. Data importation templates allow you to map your data to FTMaintenance fields. The easy-to-use Data Import Utility transfers your data in seconds. If needed, FasTrak also offers CMMS data importation services to assist companies that do not have the time or resources to perform their own data importation. Contact us to learn more.

What is an Asset Naming Convention (and Why Does it Matter)?

Unfortunately, not much attention is given to the process of naming assets. Can you imagine identifying tens to thousands of assets based solely on a description? Not only would it be exhausting and confusing, it would be highly inefficient. In this article, we cover the basics of asset naming conventions.

This article is part of a series of articles on the topic of asset naming conventions. After reading this article, be sure to check out our other articles on this topic:

What is an Asset Naming Convention?

A magnifying glass enlarging an images of gears representing asset naming conventions as a part of asset identification

Asset naming conventions make asset identification easy, both in real life and in your CMMS.

In relation to implementing computerized maintenance management system (CMMS) software, an asset naming convention defines how your assets will be referenced in the system. As mentioned in our article, What is Asset Management?, identification plays an important role in asset management. Asset naming conventions are developed to remove any vagueness and ambiguity when communicating about maintenance assets.

Why Naming Assets Matters

By looking at the name alone, stakeholders should be able to tell what an asset is and where it belongs. While you could name assets willy-nilly, if you want to meet the goals of efficient communication and analysis, asset names must be standardized.

Naming Convention Example: Corporate Email Addresses

To demonstrate, let’s look at a naming convention for corporate email addresses:

A very common way to assign email addresses to employees is to use some combination of their first and last name. For example, John Doe’s email address might be jdoe@example.com, john.doe@example.com, or something similar. The next email assigned would follow the same structure – James Smith’s email would start with jsmith or james.smith.

The pattern then continues for each employee – using the first convention, Derek Johnson’s email address starts with djohnson, Alice Matthews’ starts with amatthews, Mike Williams’ mwilliams, and so on.

Based on this naming convention, it is very easy for an employee to determine the email address for Mark Jacobs without knowing it beforehand. Also, there is no confusion as to whom the address belongs. Now, imagine how difficult it would be if employee email addresses did not follow such a structure – it would be very easy to make mistakes and become confused. The same concept applies to the naming of industrial assets.

Importance of Asset Naming Conventions in Maintenance Management

From the corporate email address example, hopefully you’ve identified why standardized asset naming is important. The same benefits apply to maintenance management as well. Here are a few ways asset naming conventions can improve maintenance management:

  • Quicker Onboarding of New Employees: You cannot assume that new employees have experience with the types of assets used in your organization. While over time technicians will be able to easily identify assets, it will be difficult for someone new to know the differences between them.
  • Brevity: Though manual maintenance management systems allow you to be more verbose and wordy, lengthy descriptions take more time for technicians to decipher. Maintenance software limits the amount of characters that can be used, making it necessary to be short and to the point when describing assets.
  • Consistent Data Entry: A clear naming convention makes it easy for users to name new assets during data entry.
  • Efficient Use of CMMS: A standardized asset naming convention allows CMMS users to quickly locate existing assets in the system. Additionally, finding and sorting assets becomes easier because data is grouped together in a more logical manner

Further Reading: What is Asset Management?

Track Assets with FTMaintenance

Asset naming conventions are important, but there is more to asset management than naming and numbering. With a proper maintenance management system like FTMaintenance in place, you can identify, locate, track, and report on your maintenance assets. Learn more about FTMaintenance asset management software.

What is Condition-based Maintenance? | How CbM Works and When to Use It

Maintenance person pressing a button on a voltage control panel in response to an alert from condition-based maintenance

Key Takeaways

  • Condition-based maintenance (CbM) is a proactive maintenance technique that focuses on real-time asset performance
  • CbM alerts employees when equipment is performing outside of its specified range, prompting maintenance intervention
  • Assets with high repair and replacement costs are good candidates for condition-based maintenance
  •  Computerized maintenance management system (CMMS) software, like FTMaintenance, tracks maintenance activities related to condition-based maintenance

What is Condition-based Maintenance?

Condition-based maintenance (CbM) is a proactive maintenance technique that uses real-time data (collected through sensors) to identify when an asset’s performance or condition reaches an unsatisfactory level. By observing the state of an asset, a practice known as condition monitoring, maintenance professionals can identify when an asset is about to fail or has failed. With CbM, maintenance work is performed only when needed in response to the asset’s real condition, preventing unnecessary maintenance tasks.

Condition-based Maintenance (CbM) vs. Predictive Maintenance (PdM)

Though condition-based maintenance and predictive maintenance (PdM) have some overlap and are often used interchangeably, they are not technically the same. CbM focuses on real-time asset performance and conditions, and alerts you the exact moment monitored parameters are out of bounds. For example, a sensor reading taken from an oil pump may show a major drop in pressure, indicating that a component has failed.

Predictive maintenance utilizes real-time asset data, like CbM, in addition to predictive analysis to determine when an asset will fail in the future. To continue our previous example, sensor readings from an oil pump may be used to forecast when an issue will occur or is beginning to form. As you can see, while both CbM and PdM use condition monitoring, the key difference is timing – what is the condition of an asset right now (CbM) versus what might the condition of the asset be in the future (PdM).

How Condition-based Maintenance Works

Condition-based maintenance consists of three steps: 1) capturing sensor data, 2) communicating data, and 3) performing maintenance work.

Capturing Sensor Data

Condition-based maintenance monitors asset performance through non-destructive testing carried out by condition-monitoring sensors. These sensors check conditions, such as vibration, temperature, and pressure, while assets are in operation. They may be provided by the original equipment manufacturer (OEM), be integral to the equipment, or purchased and retrofitted after initial installation. Common condition-monitoring sensors include:

  • Accelerometers: Measure vibration, velocity, and displacement.
  • Infrared Cameras: Detect heat and displays results on a thermal image.
  • Fluid Condition Sensors: Observe the condition of a fluid such as oil.
  • Tank Level Sensors: Monitor the level of fluid in a tank.
  • Pressure Transducers: Measure the pressure of liquids and gases.
  • Ammeters: Gauge the current running through a circuit.

Communicating Data

maintenance technician in hard hat-control panel-dual monitor-viewing SCADA connections-communicating data

Trained maintenance technicians can view data captured by sensors to better understand an asset’s current condition before performing maintenance work.

Once a sensor has found that a monitored parameter is out of its normal operating range, it must communicate that information to a human employee who can provide a remedy. Notifications can take many forms. A programmable logic controller (PLC) that runs a machine may notify a technician that service is required in a variety of ways like, for example, turning on a stack light. A human-machine interface (HMI) or SCADA system may turn on a warning light, sound an alarm, display a message, or send a text or email notification. Computerized maintenance management system (CMMS) software may auto-generate a work order.

Performing Maintenance Work

When a monitored condition creates an alarm or notification, the maintenance team is dispatched to fix the problem. Based on the resolution, the maintenance team will create Standard Operating Procedures (SOPs) that provide technicians with step-by-step instructions on how to solve the issue. SOPs are then included on maintenance work orders generated by CMMS software, enabling technicians to respond faster and perform repairs with higher quality and consistency. Maintenance personnel also document their work in the CMMS once work is complete.

Advantages of Condition-based Maintenance

As part of an overall maintenance management strategy, condition-based maintenance provides the following advantages:

  • Optimized Time Spent on Maintenance: Condition-based maintenance is performed as needed, maintenance teams can optimize the use of their time.
  • Less Disruption of Production: Some issues identified by CbM can be corrected without shutting down equipment, ensuring higher availability for production.
  • Lowered Chance of Catastrophic Failure: Condition-monitoring sensors catch problems the moment they happen, allowing technicians to respond quickly before more serious problems develop.
  • Reduced Asset Downtime: When properly configured, CbM can be associated with specific failure modes. This allows the maintenance team to quickly diagnose possible causes, thereby increasing the speed of response times and reducing downtime.

Disadvantages of Condition-based Maintenance

Every maintenance approach has drawbacks. The following list outlines some of the challenges with CbM:

  • High Sensor Costs: Cost of purchasing, installing, and maintaining condition-monitoring sensors and related software can exceed the total benefit of reduction on failures and downtime.
  • Unpredictable Peak Times: Condition-based maintenance events are unplanned and may result in periods where multiple assets need attention at the same time.
  • Difficulty in Choosing Sensors: Sensors come in many different types, sizes, and shapes, making it a challenge to select the right one.
  • Reliability of Sensors: Sensors installed and used in harsh locations have the potential to become damaged, perform incorrectly, and provide faulty readings. Wireless sensors rely on the strength of the company’s Wi-Fi signal to consistently communicate data.
  • Required Expertise: A high level of technical knowledge by staff is necessary to implement and maintain sensors, use related software, and interpret sensor data.

When to Use Condition-based Maintenance

The decision whether to use condition-based maintenance depends on the expected return on investment (ROI). Organizations must assess the amount of risk involved if an asset fails by asking questions like:

  • How critical are potential failures?
  • What does it cost to resolve failures?
  • Are those failures likely to recur?

Highly critical production assets with high repair and replacement costs are usually the best candidates for a condition-based maintenance program. Typically, CbM is used in large, asset-intensive organizations including automotive suppliers, oil and gas, facilities with complex building automation systems, utilities, and organizations that rely on fleet vehicles.

Read On: Explore our Industries page to see how FTMaintenance supports your industry.

FTMaintenance Supports Condition-based Maintenance

Maintenance professionals track condition-based maintenance activities in CMMS software like FTMaintenance. FTMaintenance provides a single platform for documenting, managing, and tracking CbM work orders and maintenance resources. Schedule a demo today to discover how FTMaintenance can support your condition-based maintenance operation.

What is Predictive Maintenance? | How PdM Works and When to Use It

A fortune teller hovering her hands over an illuminated crystal ball attempting to predict maintenance needs.

What is Predictive Maintenance?

Predictive maintenance (PdM) is a proactive maintenance technique that uses real-time asset data (collected through sensors), historical performance data, and advanced analytics to forecast when asset failure will occur. Using data collected by condition-monitoring devices during normal operation, predictive maintenance software uses advanced formulas (called algorithms) to compare real-time data against known measurements, and accurately predicts asset failure.

Advanced PdM techniques may also incorporate cutting edge technology such as machine learning and artificial intelligence (AI). The result of PdM is that maintenance work can be scheduled and performed before an asset is expected to fail with minimal downtime.

Difference Between Preventive and Predictive Maintenance

Preventive maintenance (PM) and predictive maintenance (PdM) share a common goal – to stop asset failures before they happen. However, they differ in their approach.

In a typical PM program, maintenance activities are commonly scheduled according to the manufacturer’s recommendations. Maintenance technicians can also identify the need for maintenance through regular inspections. While useful, these methods are only capable of identifying the most obvious problems based on one’s sense of sight, sound, touch, and smell. (For health reasons, we do not encourage anyone to diagnose equipment problems via taste.) Once issues are discovered, maintenance activities are usually scheduled on a strict, time-based or usage-based interval.

Predictive maintenance relies on sensors to identify the need for maintenance. Not only are sensors more accurate than human senses, but they can detect internal wear that cannot be directly observed, is too dangerous for humans to inspect, or would otherwise require equipment to be shut down and opened up. Maintenance events are then scheduled based on an asset’s real condition and performance, and performed only when needed. More about how predictive maintenance works is described in the following section.

How Predictive Maintenance Works

Think for a moment about the weather forecast provided by your local TV news station. To provide an accurate weather forecast, meteorologists collect and analyze weather data obtained from multiple sources, such as Doppler Radars, satellites, and surface-level weather stations. These devices measure conditions such as air temperature, wind speed, and barometric pressure, and send the data to a database. With the assistance of computer-based modeling and analytics tools, meteorologists are able to turn the stored data into a weather forecast presented to viewers.

Based on the forecast, viewers can prepare for the days ahead, including how to dress, what road conditions are expected, and how travel times may be affected. Predictive maintenance works in a similar way. Although you cannot control all events, with an accurate prediction you can often prevent asset failure. Predictive maintenance consists of 3 main components: 1) capturing sensor data, 2) communicating data, and 3) making predictions via data analysis.

Capturing Sensor Data

A thermographic image of a pipeline without thermal insulation, being monitoed by a condition-monitoring sensor as part of a predictive maintenance (PdM) program.

As with condition-based maintenance (CbM), predictive maintenance utilizes sensors and nondestructive testing to evaluate an asset’s performance and condition. Condition-monitoring sensors can perform “spot checks” at regular intervals or continuously monitor assets while they are in normal operation. Common condition-monitoring technologies include:

  • Infrared thermography: Detects temperature using infrared imaging.
  • Acoustic monitoring: “Listens” for sonic and ultrasonic frequencies.
  • Current analysis: Measures voltage and electrical current.
  • Corona detection: Identifies electrical discharge.
  • Vibration analysis: Monitors displacement, velocity, or acceleration to identify vibration patterns.
  • Oil analysis: Checks lubrication of machinery and assesses oil condition.

Communicating Data

Once sensors have captured equipment condition and performance data, it must be stored and analyzed. One advanced communication technology is called the Internet of Things (IoT) where equipment sensors send and share information via a wired or wireless internet connection. Data is sent to, and stored in, a database where it awaits analysis.

Making Predictions

As its name implies, predictive maintenance is based on the ability to make assumptions about when an asset will fail. This capability is what sets PdM apart from CbM. Collected data is analyzed to identify trends and forecast when an asset is expected to fail. The algorithms use predetermined rules to compare an asset’s current performance against its expected performance, determine the level of deterioration, and estimate when maintenance will be needed. Computerized maintenance management system (CMMS) software provides historical equipment data used in predictive algorithms, as well as creates and tracks maintenance work orders based on the predictive analysis.

Advantages and Disadvantages of Predictive Maintenance

Advantages of PdM

Remember that no maintenance technique should be used in a vacuum. A comprehensive maintenance strategy will include a variety of approaches and techniques. Below are some of the advantages of PdM:

  • Improved Ease of Maintenance Scheduling: Since the need for service is known well before work is actually required, activities can be scheduled when equipment is available for maintenance.
  • Increased Asset Uptime: Assets can remain in operation until maintenance is truly warranted. With other maintenance strategies, excessive downtime is created from too much, too little, or unscheduled maintenance work.
  • Combined Benefits of Other Maintenance Techniques: PdM combines the preemptive repair or replacement concept of preventive maintenance with asset performance data collected with condition-based maintenance to help you optimize maintenance resources.
  • Lower MRO Inventory Costs: An effective PdM program helps maintenance teams plan ahead, reducing the need for last-minute purchases of under-stocked parts, expedited shipping costs, or costs incurred by overstocking inventory.

Disadvantages of PdM

Even with all its benefits, be aware of some of the potential drawbacks of predictive maintenance.

  • Large Upfront Cost: A predictive maintenance program requires a large investment in condition monitoring hardware, advanced analytical software, employee training, and man-hours to purchase and install.
  • Required Expertise: Employees must be trained to use monitoring equipment, interpret the data received from sensors, and analyze reports generated by PdM software.
  • Not Cost-Effective for All Assets: In facility-centric environments, other maintenance techniques are often cheaper and more effective than predictive maintenance. The cost of setting up PdM on low-value assets may outweigh any potential benefits.

When to Use Predictive Maintenance

The decision whether to use predictive maintenance depends on the return on investment (ROI), which is to say, will the money saved on a reduction in asset failures meaningfully exceed the costs of maintenance. Organizations should also consider an asset’s cost and criticality. It is most appropriate for manufacturing and production assets that are critical to the organization and assets with high repair and replacement costs. Organizations with remote or mobile assets, such as the oil and gas industry or those involved with fleet maintenance, can also benefit from predictive maintenance.

When Not to Use Predictive Maintenance

As we mentioned in the list of disadvantages, PdM is not suitable for some facility assets like buildings. For example, monitoring a roof for leaks would require numerous sensors to be installed without a guarantee that they will be located in areas where leaks will occur. In this case, preventive maintenance (e.g. periodic inspections) is a more appropriate option. Additionally, it is not cost-effective to set up a predictive maintenance program for equipment that is relatively cheap to replace in the event of catastrophic failure.

FTMaintenance Work Order Software

Predictive maintenance activities are best implemented with the help of CMMS software like FTMaintenance, which provides a single platform for documenting, managing, and tracking maintenance activities. FTMaintenance is comprehensive work order software that automates work order creation, notification and distribution, and closure. Mobile CMMS features allow you to manage work orders on-the-go. To see how FTMaintenance can help you improve your maintenance operations, schedule your demo today.

What is Facility Management?

High angle view of a busy open office plan that benefits from proper facility management.

Key Takeaways:

  • Facility management encompasses the management of physical workplaces, people, and support services
  • Maintenance functions support the day-to-day and long-term operational goals of facilities
  • Facilities maintenance teams greatly benefit from using computerized maintenance management system (CMMS) software, like FTMaintenance

Whether it is a manufacturing plant, a hospital, or an apartment complex, all types of facilities must be properly managed to stay functional. Though the concept of facility management is not new, its meaning has evolved as buildings have become more complex. This article provides a brief introduction to facility management.

What is Facility Management?

First, let’s define what is meant by “facility.” While many people associate the word facility with industrial buildings and factories, a facility can be simply defined as “a place for doing something.” Therefore, facilities include schools, hotels, hospitals, offices, and other spaces.

Now, we can define facility management. There are many definitions out there, including the following:

  • From the International Facility Management Association (IFMA): “A profession that encompasses multiple disciplines to ensure functionality, comfort, safety, and efficiency of the built environment by integrating people, place, process, and technology.”
  • From the International Standards Organization (ISO): “An organizational function which integrates people, place, and process within the built environment with the purpose of improving the quality of life of people and the productivity of the core business.”

While each of these definitions is correct, they are a bit technical. For this article, facility management (FM) is defined as the coordination of physical workplaces (facilities), people, and support services in order to support a business’s goals in the most cost effective way possible.

Why Facility Management is Important

Simply put, facility management adds value to a business by addressing many of its immediate and long-term needs. When properly done, facility management activities reduce maintenance costs, ensure the well-being of employees, and protect the business from liability. Continuity planning helps organizations prepare for growth and develop contingency plans for emergencies. Ultimately, facility management creates a productive environment that allows the organization to focus on its core mission and goals.

Components of Facility Management

Graphic of facility management, showing the division of hard and soft facility management services.

The components of facility management are commonly divided into two groups, hard services and soft services, which are described in the following sections. Keep in mind that the scope of facility management covers a broad range of functions and activities. The mixture of responsibilities is unique to each organization, and not every one performs each function.

Hard Facilities Management Services

Hard services relate to the maintenance and management of any physical part of a building, including assets, space, and infrastructure. These services are typically required by law and are essential to the workplace. Hard facilities management services include:

  • Management of planning, construction, design, and relocation projects
  • Management of building systems including HVAC, electrical, and plumbing
  • Real estate management and leasing
  • Preventive maintenance (PM) on buildings, interiors, and assets
  • Managing and responding to maintenance requests
  • Other capital improvements

Soft Facilities Management Services

Soft services are services related to people, whether they are employees, customers, or tenants. These services make facilities more comfortable, satisfying, and secure. Soft facilities management services include:

  • Building security
  • Space planning
  • Responding to environmental, health, and safety issues, including emergency planning and preparedness
  • Catering and food services
  • Cleaning, sanitation, and janitorial services
  • Groundskeeping, landscaping, and pest control
  • Educating others about regulations and compliancy requirements
  • Mail management
  • Waste management

Facilities Management Operations and Maintenance

With the countless number of assets to maintain throughout an facility, there’s no question that maintenance plays a key role in the facility management. Maintenance ensures that all moving parts of a facility’s operations are well-kept and remain functional. Not only that, but operations and maintenance work together to provide an engaging, productive environment.

Maintenance functions assist with both day-to-day and long-term facilities operations. During everyday operations, the maintenance team resolves unexpected issues, such as repairing a roof leak or fixing a jammed machine. Ideally, facility managers will be alerted of maintenance needs via a maintenance request system.

Facility management also considers long-term maintenance needs. Building systems, such as HVAC, electrical and lighting, plumbing, and security services are monitored through regular preventive maintenance. Repairs can be anticipated through predictive maintenance (PdM), although this type of maintenance is typically only possible in very large organizations.

Aside from maintaining and repairing assets, maintenance inspections are vital to facility operations. Through inspections, facility managers confirm that a workplace is up-to-code and meets regulatory requirements. Doing so keeps people and the environment healthy and safe.

Given all that goes in to facility maintenance, one can imagine the difficulty of tracking maintenance activities by hand. Many organizations track their maintenance activities in computerized maintenance management system (CMMS) software.

CMMS for Facility Maintenance Management

Facility management professionals can greatly benefit from using CMMS software. A good CMMS stores all information about your equipment and facility assets, MRO inventory, and employees in one place. Listed below are other features and functionality that make CMMS an essential tool for managing facilities:

Automated Preventive Maintenance Scheduling

Though regular preventive maintenance is a high priority, it’s easy for work orders to fall through the cracks. CMMS software organizes and automates your master preventive maintenance plan. Automated work order scheduling and activation ensures that preventive maintenance activities are performed right on time, every time.

Maintenance Request System

It is important to keep an eye on the maintenance needs across the facility. A maintenance request system allows non-maintenance employees, tenants, and customers to submit requests directly to the maintenance department. Instead of inundating maintenance staff with emails, phone calls, and pages, users submit requests through a simple, online form. By using a single channel to receive requests, unexpected maintenance needs become much easier to manage.

Vendor and Contractor Management

Commonly, organizations outsource some aspect of their facilities management operations. For example, it may be more economical for an HVAC service provider to fix rooftop units instead of hiring a specialist full time. A CMMS tracks vendors that provide maintenance supplies, parts, and services. Some solutions even provide invoicing, inventory purchasing, and receiving functionality.

Mobile Access

Today’s maintenance technician is constantly on the go. It is inefficient, inconvenient, and at times, impossible for technicians to be tethered to a standard, desktop computer. Modern CMMS systems provide mobile accessibility that allows staff to access work orders and maintenance data on location from internet-connected devices.

Manage Your Facility with FTMaintenance

FTMaintenance CMMS software supports all industries that perform facility maintenance, such as manufacturing plants, government, hospitals, and property management. Learn more about how FTMaintenance facility maintenance software improves facility management.

Read Case Study: Greater Hickory Cooperative Christian Ministry

How to Write an RFP for CMMS Software

stack of documents-desk-office-RFP

In our article What is a Request for Proposal?, we covered the basics of requests for proposal (RFPs). To quickly recap, an RFP is a formal document that describes the product and services requirements of a project and solicits proposals from qualified vendors. Because a computerized maintenance management system (CMMS) will be at the center of your maintenance operations, it is important that you carefully craft your RFP so that you get high-quality responses from vendors. Our goal in this article is to give you the basics of what you need to create your own RFP document.

Things to Do Before Writing your RFP

Before you can write your CMMS RFP, you need to do your homework. The more information you are able to provide from the get-go, the better vendors can tailor their responses to your needs. You’ll also be able to answer any questions more competently, guiding vendors into preparing better proposals. For our purposes, we’ll assume that you’ve already formed your software evaluation team made up of key CMMS stakeholders. Here are some things to do before writing your RFP:

Identify Pains and Set Goals

The reason you are looking for CMMS software is because you’ve identified some challenges or areas for improvement with your current maintenance operations. Together with your CMMS project team, identify and discuss top maintenance pains for your organization, establish your maintenance management goals, and outline how you expect a CMMS to help you address your maintenance management needs.

Figure Out the Details

Aside from pains and goals, your organization should also discuss an implementation timeline and a budget for the CMMS solution. These details may affect which vendors the RFP is sent to and can help you during your evaluation of vendor responses. You also need to consider how the CMMS RFP distribution and response process will be managed. Consider the following questions:

  • To how many vendors will you send your RFP?
  • Who will be the point of contact for vendors?
  • What is the deadline for responses?
  • Do you prefer responses to be delivered in paper, electronically, or both?
  • In what form may vendor questions be submitted?
  • Who will be assigned to answer vendor questions?
  • How will responses be evaluated?

Understand Software Deployment Options

How your CMMS software is deployed will be a critical decision that will impact other aspects of the vendor’s RFP response, such as licensing, pricing, and implementation timeframe. Determining the deployment option that you will require will help guide your RFP writing. If you are unsure which option is best for you, vendors may include multiple options in their responses. Therefore, it is important to understand the differences between on-premise versus cloud CMMS and how each might impact your organization.

Learn about some common RFP mistakes so you can avoid making them during your writing process.

Sections of an RFP

Though most RFPs typically have the following sections, these can change depending on the size of the project or the sector in which your organization operates:

Project Overview

The project overview summarizes the key points of all the other sections. The goal of the project overview section is for the reader to be able to quickly become familiar with your project without having to read the entire RFP. From the project overview, vendors should be able to determine if their products and services are a good fit for you.

Company Background

This section of the RFP provides vendors with key information about your company, such as what you do, who you serve, and how long you’ve been in business. It may also be beneficial to include the size of your organization in terms of the number and type of assets you maintain.

Technical Environment

It is important for vendors to know in what environment the software will be used. Be sure to include a description of your IT infrastructure, including details such as:

  • Computer platform (Windows or Mac) and operating system
  • Types of devices on which the software will be used (e.g., desktops, laptops, tablets, smart phones)
  • Current maintenance management system being used, CMMS or otherwise (and if integration is required)
  • Special hardware or software being used
  • CMMS deployment option preference
  • Number of users who will access the system and their roles (e.g. system administrator, service requester, primary end user, etc.)
  • Number of locations in which the software will be used
  • Any other limitations or constraints

Helpful Hint: Based on the CMMS RFPs that we’ve received for FTMaintenance, we find that they are often missing details about users. If vendors don’t know what software usage will look like, it will be difficult to provide accurate CMMS pricing and licensing information. Make sure your CMMS RFP includes an estimated number of users, their roles, and number of locations that will use the CMMS.

Project Goals

What does success look like in your eyes? That’s what the Project Goals section is for. Describing what outcome you have in mind helps vendors determine how their solution will best serve you. The more clearly you explain your vision, the more likely you are to get what you want.

Requirements

The Requirements section helps you clearly communicate what you need from vendors and provides an opportunity for them to respond with whether they can meet those needs and how well. This section can be further divided into two sections: product requirements and service requirements.

Product Requirements

In this section, you state what features and functionality your organization requires of a CMMS software product. This is typically done using a spreadsheet that allows vendors to indicate whether their solution meets the requirements, using a checked box or rating scale. Another column is usually included to allow vendors to provide long-form answers.

Helpful Hint: When listing your product requirements, avoid the “kitchen sink” method of including everything and anything you can think of. This list should be made up of true “hard” requirements that you must have in a CMMS solution. Although CMMS implementation is exciting, it is easy to get carried away and add wish list items or “nice-to-haves” to the list. If you feel that wish-list items are important to communicate, they should be listed separately from your requirements.

Service Requirements

Similar to the Product Requirements section, the Service Requirements is where you list what services you will need from the vendor you select to launch and support the CMMS software. Here are some questions to consider:

Budget

Letting vendors know what you’re able to spend on CMMS products and services helps them determine whether they can provide a solution at that price, or what “level” of solution to recommend. Even if you can only provide a best guess or a range, you don’t want to waste your time (or the vendor’s) by entertaining a solution that is way out of your price range.

Procurement Schedule

The procurement schedule provides vendors with the milestone dates for your project, including due dates for vendor responses, when short-listed vendors will be notified and expected to provide demonstrations, and when the finalist will be selected.

Selection Criteria

Each vendor will have different strengths, weaknesses, capabilities, and experience. You and your team should decide what factors are most important to you (e.g., CMMS software capabilities, price, proposed implementation and training, vendor qualifications or relevant experience), and communicate those criteria to vendors. To remain fair in your evaluation, you may also develop a rubric or scoring system, which should also be shared with vendors so that they can properly tailor their responses. Additionally, be sure to include how many proposals will be reviewed and by whom.

Submission Requirements

Submission requirements provide details about how and when proposals are to be submitted. Here are a few important questions to consider: Who will be the point of contact? How would you like to receive the proposals – by mail or electronically? What format should the proposal take – PDF, document, or spreadsheet? Will you take questions from vendors during the process?

Great RFPs Lead to Great CMMS Solutions

By now, you’re hopefully ready to start writing your CMMS request for proposal. The good news is that you likely already know much of the information to include in your CMMS RFP based on your experience and conversations with your internal team. The challenge is writing the document in a clear, well-organized manner. Considering a CMMS for your organization? FTMaintenance is a feature-rich, easy-to-use CMMS platform for documenting, managing, and tracking maintenance activities. Contact us for more information about where to send your RFP or for more information about how FTMaintenance makes maintenance management easy.

What is a Request for Proposal for CMMS Software?

 

Businessman with a laptop looking at a request for proposal (RFP) document

What does RFP stand for? An RFP, or request for proposal, is a standard tool that organizations use to conduct business. Depending on your organization’s size or sector, you may create a request for proposal as part of the computerized maintenance management system (CMMS) software purchasing process.

As a maintenance manager, you will likely be asked to contribute to or write an RFP. Therefore, it is important to have a basic understanding of requests for proposal, including what is an RFP, what is the RFP process, and is an RFP necessary? Here are the basics of RFPs:

What is an RFP?

A request for proposal (RFP) is a formal document that describes the requirements of a project encompassing products and services and solicits a proposal from qualified vendors. Organizations develop RFPs for big purchases and complex projects that require outside help, technical expertise, or specialized capability to complete. When used as part of your organization’s bidding process, an RFP helps you identify the best-qualified vendor who can meet your needs.

Who Uses RFPs?

Requests for proposal are typically used by organizations that operate in the public sector, such as government, education, or energy. Companies in these industries are generally required to engage in a fair bidding process with open competition from private companies. This process also ensures that vendors are submitting low-cost, competitive bids for projects funded by taxpayer dollars. Medium-to- large-sized private companies may also use an RFP as part of their software procurement process.

Who Writes an RFP?

The person or people who write an RFP depends on the organization. RFPs developed by large organizations will typically start from a template and be updated by someone in a business analyst role. Other key stakeholders in the CMMS buying process, such as the maintenance manager, will play a big role in defining requirements. If your company is writing an RFP for the first time, check out our blog article How to Write an RFP for CMMS Software.

Why Use an RFP?

There are many reasons why your organization may choose to develop an RFP. First, the RFP process is more comprehensive than independent research and includes more information than what is usually found online. RFPs result in higher-quality proposals which lead to better client-vendor relationships, and ultimately better outcomes and higher return on investment (ROI).

An RFP also helps you be more methodical about your evaluation of potential vendors. The RFP dictates what must be included in a response, making it easier for apples-to-apples comparisons. Following a formal RFP process also helps to remove some personal biases during evaluation, ensuring that your team selects a CMMS fairly and not just because someone on the team “likes” it.

Another reason to use an RFP is that technology purchases, like a CMMS, can be complex. An RFP gets all CMMS stakeholders involved and ensures all needs are addressed.

Do You Need to Use an RFP for a CMMS Software Purchase?

You may be wondering, “Do I need to use an RFP for my CMMS software project?” It depends. The RFP process can be demanding and time-consuming, which is why it is usually used in larger organizations with ample resources. Small businesses can usually get away with an abbreviated RFP process or a less formal approach altogether.

That said, the RFP process forces organizations to take a close look at why they have a need for a CMMS and document their goals for the system. Therefore, it may still be beneficial for companies, regardless of size, to consider going through an RFP exercise.

The RFP Process Explained

As we mentioned earlier, an RFP describes the project’s required products and services, but creating the document is just one part of the RFP process. The following steps outline a typical RFP process. Keep in mind that every organization’s procedure will differ depending on their size and sector in which it operates. For example, a government agency will likely use a more thorough, closely-examined RFP process than a medium-sized private business.

  1. Define Your Requirements
    Before you can draft your RFP document, you need to define your needs and requirements. To do this, you will need to discuss your current situation and maintenance management goals with key stakeholders in the organization and document exactly what the stakeholders need the CMMS to accomplish (and in what timeframe).
  2. Create Preliminary Vendor List via a Request for Information (RFI)
    Prior to drafting and sending out the formal RFP document, some organizations gather preliminary vendor information in the form of a request for information (RFI). The RFI briefly states your project needs and asks vendors a short set of standard questions about vendor history, capabilities, and experience.The goal of the RFI is to initially narrow the pool of potential vendors. Screening vendors in this way helps you identify who is worth sending your RFP document to and who you can remove from consideration before you get too far into the process. In another blog article, we cover other methods for building a CMMS vendor list.
  3. Write and Distribute RFP
    With your requirements defined and a list of potential vendors identified, you can begin to craft your RFP document. Your RFP should include questions that the CMMS vendor must answer regarding their proposed solution, approximate timelines, and cost, as well as other information about their company background and expertise, experience helping similar clients, and other qualities that make them special. Once the document is written, distribute it to the vendors identified earlier.
  4. Evaluate Responses and Create Vendor Shortlist
    Once vendor responses start rolling in, you and your team must review and evaluate the proposals. The goal is to narrow your vendor list down to the top 2 – 3 choices. A clear “winner” may not emerge from the group at this point, but there are usually a few vendors that everyone agrees are frontrunners. You should eliminate any vendor that does not meet your minimum requirements.
  5. Evaluate Finalists and Issue a Request for Quote (RFQ)
    When you have created your shortlist, you should reach out to each finalist to clarify any questions or concerns you have about the proposals. During this phase, you and your team should also schedule and participate in any product demonstrations.If pricing information and a quote were not included in the vendor’s RFP response, you may issue a request for quote (RFQ). An RFQ asks for a formal quote for products and services, and includes information like payment terms and contract details.

Read Blog Article: What to Expect from a CMMS Software Demonstration

  1. Make a Decision
    This is the part where all your hard work pays off. You and your team must look at all the information and options that you have been provided and determine which vendor you think can best deliver on your expectations. If you do not feel like you have enough information to make the decision, ask for additional demos, read user reviews or CMMS case studies, or ask for references, if needed. Once you have chosen a winner, make sure you also inform the other contenders that they were not selected.

What’s Next?

Requests for proposal must be written carefully in order to ensure that you get exactly what you want. There’s a lot of legwork that goes into the writing of an RFP document and we can help you with that. Read our blog article, How to Write an RFP for CMMS Software. In the meantime, learn more about the CMMS features and services FTMaintenance has to offer.

What is Total Productive Maintenance?

Young male technician inspecting a modern industrial printing machine as part of total productive maintenance

Total productive maintenance (TPM) is a high-level maintenance philosophy that has spawned much research and analysis from academics. Instead of doing a deep dive into all the tools, techniques, and methodologies involved in TPM, our goal is to introduce the main ideas of total productive maintenance in a simple, straightforward way.

What is Total Productive Maintenance?

Let’s start with a definition of total productive maintenance. Total productive maintenance (TPM) is a system of maintaining and improving the effectiveness of production through assets, employees, and processes that maximize equipment availability. To truly appreciate why TPM was developed, let’s add some context to our TPM definition.

TPM in Manufacturing

Manufacturing and other asset-centric organizations are highly dependent on equipment. In an ideal world, production would be perfect – you would produce high-quality, non-defective goods, as fast as possible, with zero downtime. In reality, there are production losses throughout the manufacturing process. Manufacturers want to reduce and control these losses as much as possible to achieve near-perfect production. (For organizations tracking Overall Equipment Effectiveness (OEE), this means achieving an OEE value that is as close to 100% as possible.)

In order to achieve optimal production, assets must be available when needed for production. Whether automated and run continuously or manually operated and run periodically, money is lost when equipment is stopped. At first, you might think it makes sense to hire additional maintenance staff that can be ready at a moment’s notice. However, overstaffing or idling employees can be very costly as well. Now what?

What if everyone, not just the maintenance team, was responsible for the upkeep and maintenance of production equipment? For instance, what if operators were trained to perform simple preventive maintenance activities on their equipment so the maintenance team could focus on more critical maintenance projects? Taking this idea a step further, what if engineers and original equipment manufacturers (OEMs) modified their designs to make them easier to use and maintain? These questions led to the invention of the concept of total productive maintenance.

Who Invented Total Productive Maintenance?

The idea of total productive maintenance was first developed in the 1950’s by Seiichi Nakajima, although the phrase wasn’t widely used until years later. Nakajima, a Japanese engineer, served as an interpreter for presentations on preventive maintenance given by American George Smith, someone at the forefront of maintenance improvement philosophy.

Inspired by Smith, Nakajima combined concepts from American preventive maintenance with other maintenance practices such as reliability engineering, quality management, and operator-assisted maintenance into a new process called total productive maintenance (TPM). This early version of TPM was founded on 5S, a workplace organization methodology which includes the following steps: 1) sort, 2) set in order, 3) shine (clean and organize), 4) standardize, and 5) sustain.

The 8 Pillars of TPM

Going beyond the 5S framework set by Nakajima, the Japanese Institute of Plant Maintenance (JIPM) further enhanced his idea by incorporating lessons from lean manufacturing. This led to the development of the 8 pillars of TPM, focusing on proactive and preventive maintenance techniques. Let’s briefly describe each pillar:

  1. Autonomous maintenance: The responsibility for simple preventive maintenance tasks is placed in the hands of equipment operators.
  2. Focused improvement: Small groups work together to identify and eliminate equipment-related losses.
  3. Planned maintenance: Scheduled preventive maintenance is based on predicted or measured failure rates.
  4. Quality maintenance: Spot checks, inspections, and root cause analysis (RCA) are used to identify and eliminate the causes of defective products.
  5. Early equipment management: Changes to equipment design are informed by the knowledge and experience of the people most familiar with it.
  6. Training and education: Operators, maintenance staff, and managers are cross-trained in order to fill in knowledge gaps between departments.
  7. Safety, health, and environment: Safety-oriented tasks are performed in order to maintain a safe and healthy work environment.
  8. Administrative TPM: Improvements are made to administrative functions and office spaces to reduce process losses and eliminate waste.

Who Uses Total Productive Maintenance?

In the 1960’s, Japanese automotive parts supplier Nippondenso (now Denso) was one of the first organizations recognized for employing total productive maintenance, although the components of TPM have changed over time. Today, TPM strategies are still primarily used in the automotive production and supply industry, although elements of total productive maintenance may be used elsewhere in manufacturing and beyond.

Benefits of TPM

Less Unplanned Downtime

As machine operators become more familiar with their equipment, they can more easily recognize when things seem out of the ordinary. Because they are on the front lines and able to spot problems sooner, operators can alert the maintenance team before equipment breaks down. Maintenance can then be planned for a time when it will not interrupt production.

Acknowledges the Importance of Maintenance to the Organization

For too long, maintenance has been viewed as a cost center that does not provide value to the organization. Thankfully, times are changing. With approaches like TPM and reliability centered maintenance (RCM), maintenance is now viewed as vitally important to the business. TPM’s maintenance-oriented approach helps to reinforce the perception that maintenance is something that adds value to the organization.

Safer Work Environment

TPM also brings focus to workplace safety. Introducing or improving safety-related maintenance tasks means that employees are able to work in low-risk environments. When accidents are reduced and potentially dangerous situations are avoided, employees’ attitudes become more positive, which can improve job satisfaction and productivity.

Reduced Backlog

With everyone contributing to maintenance, less pressure is placed on the maintenance team. Over time, the backlog of preventive maintenance jobs and maintenance requests will shrink, freeing up the maintenance team to work on capital improvements and other projects.

Lower Maintenance Costs

Unplanned downtime is costly. TPM’s focus on proactive and preventive maintenance reduces maintenance costs in many ways. For example, equipment that is regularly cleaned, lubricated, and inspected should experience fewer unexpected breakdowns, requiring less maintenance resources.

Predictable maintenance activities allow for better control over MRO inventory stocking levels, ensuring less overstock or expedited inventory purchases. Operators can identify emerging problems with their equipment before they become major failures, resulting in potentially low-cost, less significant repairs.

TPM can also help lower production costs. When equipment is not available, there is a domino effect that can result in stopped production, defective product, idle employees, and employee overtime, not to mention the increased stress of “catching up” when the problem is fixed. When maintenance is viewed as a team effort, production losses due to poor maintenance can be minimized.

Learn more about the advantages of preventive maintenance.

FTMaintenance Supports Total Productive Maintenance

In order for TPM to be successful, you must have a system for tracking maintenance activities. FTMaintenance is a computerized maintenance management system (CMMS) that supports any maintenance strategy by providing a single platform for documenting and tracking maintenance activities. See how FTMaintenance can help you improve your maintenance operations by scheduling your demo today.

What is Time-based Maintenance (TbM)?

Technician using a calibration tool to perform time-based maintenance on a pipe system

Key Takeaways

  • Time-based maintenance (TBM) is performed at fixed intervals.
  • Time-based maintenance is a beneficial part of a larger maintenance strategy, but should not be used by itself
  • Safety-related assets or assets with seasonal maintenance needs are good candidates for time-based maintenance.

What is Time-based Maintenance?

Time-based maintenance (TbM), also called periodic maintenance, refers to routine maintenance tasks performed on an asset at fixed time intervals, regardless of its condition. As a type of preventive maintenance (PM), the goal of time-based maintenance is to prevent failures before they happen and improve asset performance. However, because TbM may be performed whether it is needed or not, it does not always strike a balance between risk and reward.

For example, changing the oil in your car every 1,000 miles as opposed to the manufacturer-recommended 3,000 miles may lead to fewer problems, but comes at a cost. While a lower risk of failure may be a reward in itself, money and time are wasted performing the oil change more often than recommended.

Time-Based Maintenance Examples

Periodic, time-based maintenance is required to keep assets in proper operating condition. Examples include:

  • Tuning up a furnace every year before winter
  • Clearing debris out of a gutter every 6 months
  • Visually inspecting fire extinguishers each month
  • Changing an air filter every quarter
  • Lubricating pumps every 6 weeks

Advantages and Disadvantages of Time-based Maintenance

Advantages of TbM

Like other types of maintenance, TbM can be beneficial when used as part of a larger maintenance management strategy.

  • Minimal Training: Time-based tasks are relatively simple and usually don’t require extensive training to learn.
  • Lower Long-term Cost: Compared to breakdown or corrective maintenance (CM), time-based maintenance is relatively inexpensive.
  • Easy to Implement: Unlike predictive maintenance (PdM) or condition-based monitoring, time-based maintenance does not require additional sensors or equipment to decide when assets require service.
  • Predictable Schedule: Since time-based maintenance follows a set time interval, maintenance schedules are consistent and predictable.
  • Effective for Continuously Running Assets: Wear and tear is more predictable for assets that run continuously, allowing maintenance work to be scheduled at regular intervals.

Disadvantages TbM

Organizations that rely heavily on time-based maintenance can face some challenges:

  • Ignores Other Causes of Failure: Time-based maintenance assumes that failures are age-related and does not take into account the actual condition of assets. As many maintenance professionals know, many breakdowns and failures do not occur at regular, predictable intervals.
  • Too Frequent Schedule Introduces Risk: A maintenance activity may introduce a risk of incorrect re-assembly, misalignment, or other errors. A too frequent maintenance schedule heightens this risk.
  • Too Infrequent Schedule Leads to Excessive Failures: A too infrequent maintenance schedule risks preventing predictable asset failures.
  • Ineffective for Assets Run Occasionally: Assets that are used occasionally will not wear down at the same rate as assets that are used continuously. Therefore, TbM is not optimal for all assets, but can be used as part of a larger preventive maintenance strategy.
  • Increased Costs from Excessive Maintenance: Performing maintenance on assets that don’t need it leads to unnecessary downtime, labor, and consumable part costs.

When to Use Time-based Maintenance

As with other preventive maintenance activities, time-based maintenance should be used to prevent failures on assets that are critical to the organization. Using asset management KPIs such as mean time between Failure (MTBF), historical maintenance data, manufacturer recommendations, and one’s own experience, the ideal interval for time-based maintenance activities can be identified.

Safety-related activities, such as fire extinguisher inspections and smoke alarm tests, are well-suited for time-based maintenance because the cost of asset failure is high, the cost of maintenance is very low, and condition-based maintenance (CbM) is either impossible or costly. HVAC units, furnaces, and other assets that require seasonal attention are also great candidates for time-based maintenance activities.

Effectively Manage Maintenance with FTMaintenance

Time-based maintenance activities are best scheduled and tracked through computerized maintenance management system (CMMS) software, like FTMaintenance. FTMaintenance is preventive maintenance software for scheduling and managing maintenance activities. It allows you to easily track your historical maintenance data and create insightful maintenance reports for better decision-making. Learn more about how FTMaintenance can help you by exploring our maintenance management software features.

How Maintenance Practices Have Changed | History of Maintenance

Historically, maintenance has been viewed as a necessary evil that, while valuable, costs the company money. Although some organizations may still hold this idea to be true, many companies today regard maintenance as an essential part of business operations that has an impact on the bottom line. What accounts for the change in thinking? To find our answer, let’s take a quick look at the history of maintenance.

The First Industrial Revolution

Artist depiction of a steam-powered pump

An illustration of a steam-powered pump likely used during the first industrial revolution.

Near the end of the 18th century, the first Industrial Revolution was just beginning to take shape in the United Kingdom and across Europe, and later made its way to the United States. Steam power started being used for production, and machines were gradually replacing human labor in manufacturing and agriculture.

Overall, the machinery of the time was tough, had basic controls, and was fairly reliable. Also, production demands were not as great as they are today, so avoiding downtime was not a critical concern. Factories employed a “use it until it breaks” mentality and focused largely on corrective maintenance, which was performed primarily by machine operators. Machines that could not be fixed were replaced.

The Second Industrial Revolution

The Second Industrial Revolution started in the United States during the mid-to-late 19th century. During this period, new discoveries and innovations drove manufacturing forward. The discovery of electricity meant that factories could stay open longer and electricity-driven machines could produce products at a much larger scale.

Factories continued to replace people with machines, and Henry Ford’s assembly line further strengthened mass production. Maintenance teams became slightly more proactive and used a basic time-based maintenance (TBM) strategy which involved replacing parts at specific time intervals, whether it was needed or not.

Once the Great Depression hit in the early 20th century, little money was available to replace machines. Maintenance became a more specialized skill set as employees learned how to fix and repair what was broken. At the same time, machine operators were directed to push equipment to its limits, resulting in frequent failures and high maintenance costs. Unfortunately, rising costs were typically blamed on the maintenance team.

War Production and World War II

In 1939, conflict was spreading throughout Europe and Asia, setting the stage for World War II. Factories in the United States were being converted from producing consumer goods to producing war materials to support Great Britain and other American allies.

After the attack on Pearl Harbor in 1941, President Franklin Roosevelt set aggressive goals to out-produce and overwhelm the Axis Powers. As millions of Americans entered the military, their positions in the workforce were taken by millions of women, minorities, and other citizens.

Besides becoming combat pilots, many women started working for military support services, including aircraft maintenance. As the needs to maintain and fix military vehicles and manufacturing equipment became a priority, maintenance started to become an independent function.

The United States Department of War even recruited skilled mechanics and technicians from machine manufacturers, such as John Deere, to serve as a military maintenance units that kept combat equipment in working order.

Aftermath of World War II

Following World War II, war production converted back to domestic goods as soldiers returned home from the battlefields. The strong, post-war economy kicked off the baby boom in the United States, and thriving markets became more competitive. To stay ahead of their rivals, manufacturers sought to increase their production which meant that maintenance costs would also grow if nothing changed. In response, factories began to put more effort into preventive maintenance activities.

Meanwhile, the industrial rebuilding of Japan gave birth to the concept of total productive maintenance (TPM), where small groups of workers were responsible for performing routine maintenance on their own machines to keep the equipment in top operating order.

In the 1960’s, high airplane crash rates caused the Federal Aviation Administration (FAA) and United Airlines to investigate the effectiveness of preventive maintenance practices in the airline industry. This investigation debunked long-held beliefs that assets and components had a set “lifetime” before they had to be replaced. Under what was called reliability-centered maintenance (RCM), more focus was placed on understanding and prioritizing asset failure and developing plans to better manage those failures. RCM concepts were soon adopted by other asset-intensive industries and large corporations that required maximum uptime.

The Third Industrial Revolution

programmable logic conrtollers (PLC) in a rack

PLCs automated production during the third industrial revolution.

The rise of electronics in the second half of the 20th century launched a new era of industrial automation. Production processes became more automated thanks to programmable logic controllers (PLCs) and robots. Employee safety became a maintenance concern as highly-performing equipment brought about more risk for accidents. Punch card-based computerized maintenance management systems (CMMS) were used in large companies to remind technicians to perform simple maintenance tasks. Later, technicians fill out paper forms, which were then handed to data-entry clerks to type into mainframe computers to track maintenance work for each asset.

Building on the concepts of RCM, maintenance strategies in the 1990’s began using the concept of risk when making maintenance decisions. Risk-based maintenance (RBM) seeked to optimize maintenance resources by prioritizing the risk of failure, with high-risk assets being subject to more intensive maintenance programs.

The early ‘90’s also saw the expansion of personal computing, which made CMMS solutions more affordable for medium-sized companies. Microsoft Access® and Excel®-based maintenance management became common. Although many companies still rely on these systems, there are more powerful options available today.

Into the 2000’s

Advancements in computing and information technologies into the 2000’s further impacted the way maintenance was performed and managed. CMMS systems could now be hosted on the cloud and accessed over the internet.

Low-cost, Software as a Service (SaaS) subscriptions and minimal IT requirements made cloud-based CMMS attractive to, and more affordable for, small businesses. Improved wireless and mobile technology made it possible for organizations to access their CMMS from internet-connected smart phones, tablets, and laptop computers.

The continued growth and application of internet technologies in recent years allows world-class organizations to implement advanced maintenance strategies such as condition-based maintenance (CbM) and predictive maintenance (PdM). With these strategies, internet-connected sensors are used to monitor asset conditions such as vibration, temperature, noise, and pressure, and predict when failure is about to occur. CMMS software continues to be improved to support these advanced maintenance strategies.

Keep Up with Changing Maintenance Practices with FTMaintenance

The history of maintenance evolved drastically over times and continues to change today. No matter what maintenance strategies you use, it is important to have a system in place to help you manage maintenance activities and provide value to your organization.

FTMaintenance is a feature-rich, easy-to-use platform that allows you to easily document, manage, and track maintenance activities. With a full suite of tools for managing work orders, assets, inventory, preventive maintenance, and more, FTMaintenance CMMS software will help you improve your current maintenance operations and prepare for the road ahead. Request a demo to see FTMaintenance in action!

How to Create a Vendor List for CMMS Research

A maintenance professional searching for CMMS vendors on a laptop.

We all select service providers on a regular basis, whether it’s a plumber, phone service provider, car repair shop, insurance agent, or another service. In most cases, these choices are low risk because it’s relatively easy for us to switch if we’re unhappy. In a business setting, however, it is often more difficult to change vendors because the selection and implementation process can be lengthy – and costly!

Investing in a computerized maintenance management system (CMMS) involves more than just purchasing a piece of software – you’ll also build a long-term relationship with the software provider. Therefore, you must select your CMMS product and vendor carefully. Going through a formal selection process will increase your chances of choosing the best vendor for your needs.

By this point, hopefully you’ve formed your evaluation team and documented your organization’s maintenance management needs. If so, read on the learn how to create a vendor list. If not, read our blog article about who to include in the buying process.

Where to Find CMMS Software Vendors

A range of vendors offer a variety of CMMS products. While some are designed as general purpose tools, others meet specialized maintenance management needs. For instance, some products are best suited for fleet management while facilities managers will find other CMMS products that better fit their needs.

The fact that you’re reading this article probably means that you’ve already started looking for a CMMS solution. Here at FasTrak, we pride ourselves on providing high-quality maintenance management software, FTMaintenance, that’s supported by superior customer service. Go ahead and add us to your list. You can also use the following sources to further build your CMMS vendor list.

Word of Mouth

Your coworkers may have used maintenance management software in the past. Talk to them about what products and vendors they have worked with, what their experience was like, and what they would recommend.

Online Communities

Message boards, forums, and online discussion groups can be a great way to discover CMMS vendors. CMMS users are often ready and willing to talk about their experiences and offer advice.

General Search Engines

Search engines, like GoogleTM or BingTM, are often the starting place for many potential CMMS buyers. These general search engines provide you with hundreds of thousands (if not millions) of results in an instant and can be a great way to find vendors. That said, because there are so many results, you won’t be able to realistically view them all. Additionally, search engine results pages also contain irrelevant links, paid advertisements, images and videos, page previews, and other distracting information. It’s not long before all of this excess information becomes overwhelming or slows you down.

B2B Search Engines

Business-to-business (B2B) search engines are more refined than their all-purpose counterparts. These industry-focused search engines provide a more tailored experience that cuts out a lot of the distractions and unnecessary search results. Instead, you’ll find vendor listings, product overviews, reviews, case studies, and other useful vendor information.

Industry Conferences

Maintenance management software vendors may attend related industry conferences and conventions, hoping to find prospective clients. Event coordinators usually provide attendees with vendor lists and maps of the fair. If you have the chance to attend such events, take the opportunity to learn more about vendors directly from their staff.

Trade Publications

Valuable CMMS information can often be found in trade publications, whether in print or online. Amongst their other content are articles focusing on CMMS vendors, CMMS case studies, or lists of vendors. Online versions of trade publications may also dedicate sections of their sites to CMMS software, including vendor comparisons.

Buyer’s Guides

Industry trade publications, service providers, and review sites publish buyer’s guides that provide information about CMMS features, market trends, and more. Buyer’s guides typically feature CMMS vendors or provide an entire list of vendor names.

Software Advisory Services

Software advisory services like Software Advice handle a lot of the legwork for you. After a brief interview, they provide you with personalized software recommendations. If you’d like to do further research, you can look at vendor listings, reviews from real users, images and videos, and more.

Consultants

Organizations may work with consultants to help them identify the best CMMS software for their business. Consultants may be former employees who know the ins and outs of the business, someone with a wealth of industry experience who is brought in to assist with the project, or an external business analyst. Like software advisory services, software consultants do much of the information-gathering tasks and provide management with a list of CMMS vendors to consider.

How Many Vendors to Include on Your Preliminary List

During your search, you will quickly find that there are more CMMS vendors available than you can realistically review. If you already know your biggest maintenance management needs, you’ll be able to quickly weed out those vendors that won’t be a good fit. We recommend that your preliminary list contains a maximum of 5 vendors. Any more than this may be too difficult to manage.

Narrowing the List Further

As you continue researching the vendors from your preliminary list, some frontrunners should emerge. During this phase, be sure to take advantage of software demonstrations and free trials. Your goal is to narrow your list down to a small number of choices, one of which will become your final choice or recommendation to upper management.

Even after you’ve made your decision, it is important to maintain your top vendors list. Your unselected finalists will become alternatives in the event that your recommendation is not accepted or something goes wrong with the selected vendor.

Read Blog Article: What to Expect from a CMMS Software Demonstration

Achieve Your Maintenance Management Goals with FTMaintenance

CMMS vendor selection can be a lengthy process, especially for always-busy maintenance managers, but it doesn’t have to be. As long as you follow a logical process, you’ll find a great vendor who can help you achieve your maintenance management goals. FTMaintenance meets the unique needs of maintenance professionals in any industry. Robust CMMS features make it easy to manage, document, track, and report on maintenance activities. Contact us to find out how FTMaintenance can improve your maintenance operations.

3 Important Asset Management KPIs and How to Use Them

Printouts of charts and graphs reports of asset management KPI data

A CMMS helps you track asset management Key Performance Indicators (KPIs)

What is a Key Performance Indicator?

Asset management KPIs help maintenance managers evaluate an asset’s performance as well as bring visibility to problems or a need for change. A key performance indicator (KPI) is a measured value that signifies how well an organization is meeting a strategic goal over time. Organizations often utilize numerous KPIs to track their progress across various parts of their operation.

Maintenance professionals use a computerized maintenance management system (CMMS) to track numerous maintenance metrics, including information about asset performance. When used correctly, CMMS software can provide valuable maintenance reports that help you make better decisions about your assets.

This article is part of a maintenance management metrics KPIs series. Read our other KPI articles:

Asset Management KPI Examples

Every organization has its own unique strategic business goals and will want to track different types of information. However, there are a handful of KPIs that are used across many organizations. In this article, we describe some of the most common asset management KPIs.

Mean Time to Repair (MTTR)

Mean Time to Repair (MTTR) represents the average time required to repair an asset, from the moment an incident occurs until it is returned to service. This measurement refers to the amount of “wrench time” spent resolving an issue. To calculate the Mean Time to Repair, you divide the total amount of repair time (usually in hours) by the number of repairs:

Mean Time To Repair (MTTR) asset management KPI formula

How to Interpret Mean Time to Repair

MTTR is a reflection of how quickly the maintenance team repairs an asset and is used to predict how long a particular piece of equipment will be unavailable. It can also be applied to work orders to estimate the time it takes for future repairs on the same type of or similar assets. The Mean Time to Repair KPI can also be used as a benchmark for frequent, important repairs. If one observes that repairs are taking longer than usual (compared to the benchmark), further investigation might be warranted.

MTTR is commonly used when making repair versus replace decisions. As assets age, they take longer to repair. Using a MTTR report can show how an asset is performing relative to similar assets and help you build a case for replacement. That said, there may be other underlying issues that are causing an undesirable MTTR. You should also investigate whether changes are needed to staffing, scheduling, or inventory management.

Mean Time Between Failure (MTBF)

Mean Time Between Failure (MTBF) is a measure of an asset’s reliability and directly affects availability. It represents how long equipment performs its intended function under normal operation before a problem occurs. Note that MTBF excludes time required for proactive maintenance activities like scheduled preventive maintenance. MTBF is calculated by dividing the total runtime (the time the equipment is in use) by the number of failures.

Mean Time Between Failure (MTBF) asset management KPI formula

How to Interpret Mean Time Between Failure

By tracking Mean Time Between Failure, an organization can monitor an asset’s current performance as well as try to predict an asset’s future performance. A low MTBF value (meaning that failures occur often) can be a sign that equipment is reaching its end of life and is becoming too difficult to maintain. Instead, it would be more economical to replace the asset.

MTBF may also signal that there is an issue with the asset’s preventive maintenance plan. Maintenance managers should determine if there is a need to change the frequency of scheduled maintenance tasks or introduce new ones.

Overall Equipment Effectiveness (OEE)

Overall Equipment Effectiveness (OEE) measures the productivity of an asset over a period of time. This KPI is typically used in manufacturing environments, especially where lean manufacturing is practiced. While the maintenance team may not be responsible for tracking this KPI, it will be impacted by maintenance activities. This calculation is a little more complicated than the previous KPIs we’ve discussed, but we will try to simplify it.

OEE fomula for asset management KPI

Availability means, “Does the asset run when it is scheduled to be used for production?” It can be determined by dividing actual run time by planned production time. Availability excludes any planned maintenance activities, such as preventive maintenance or maintenance that takes place during plant shutdowns.

Availability formula for OEE asset management KPI

Performance compares how much product was actually produced to what could theoretically be produced during the actual availability of the asset. It is the maximum speed possible for producing quality parts. To calculate performance, first multiply the ideal cycle time (i.e., 0.75 seconds per unit produced) by the total count of units produced. Then, divide that number by the total availability of the asset.

performance formula for OEE asset management KPI

Quality measures how many units met quality standards, taking into account any that were defective or require a rework. In this equation, quality compares the number of good units to the total number of units produced.

quality formula for OEE asset management KPI

How to Interpret Overall Equipment Effectiveness

Using Overall Equipment Effectiveness, manufacturers can assess how efficient their production process is and what is negatively affecting it. Low availability might be caused by faulty parts or insufficient preventive maintenance such as lubrication or calibration. Low performance may be related to factors that affect your cycle time. For example, machines may experience excessive wear and tear from being run outside of specification. Poor quality indicates that there may be a problem with the production process, either with assets or production staff. Using a CMMS, maintenance managers can identify what changes to make to maintenance schedules, activities, or resources to improve OEE.

Track Asset Management KPIs with FTMaintenance

FTMaintenance is a CMMS that allows you to capture vital asset and maintenance data to calculate insightful KPIs to meet strategic goals. Maintenance is an important aspect of effective asset management. To remain successful and profitable, it is essential to measure asset performance and adjust maintenance operations accordingly. Tracking asset management KPIs using a CMMS will help you make smarter, data-driven decisions. Schedule your demo today to learn how FTMaintenance CMMS software can help you improve your asset management process.

How to Increase CMMS User Adoption

employees-laptop-production floor-user adoption

Humans are creatures of habit. That is to say, we are naturally resistant to change, even if we are motivated and there are clear benefits for changing our behavior. For example, can you recall your last New Year’s resolution? Did you accomplish your goal or did you eventually give up and revert to how things used to be?

The introduction of computerized maintenance management system (CMMS) software is a big change for those who currently use manual methods for tracking and managing maintenance. In fact, a common reason why CMMS implementations fail is the lack of user adoption. In this article, we’ll discuss strategies for increasing CMMS user adoption in order to achieve a successful implementation.

What is User Adoption?

CMMS user adoption is the process of end users starting to use a new software system. Obviously, your implementation will not be successful unless you and your team use the CMMS. In order to transition away from the old system, your team must “adopt” and accept the new system. While that sounds like common sense, gaining buy-in from employees can be easier said than done.

CMMS User Adoption Challenges

A CMMS promises to make life easier for the maintenance team, so it can come as a surprise when the software is met with resistance. Here are some of the most common contributors to poor CMMS user adoption.

Fear of Replacement

Technicians may fear that CMMS software may one day replace them. This stems from the concern that if all of their knowledge, gained over years of experience, is entered into a computerized system, they will no longer be valuable to the organization. Therefore, employees may withhold information from the software or refuse to use it altogether.

Lack of Experience with Technology

Organizations that currently rely on paper-based maintenance management may have employees that are uncomfortable using new technology. After all, making the transition from pen and paper to a fully computerized system is a big leap. Though as a society we are becoming more technologically savvy, there is still a significant part of the population that lacks basic computing skills.

Maintaining the Status Quo

Maintaining the status quo is best explained with the proverb, “If it ain’t broke, don’t fix it.” Staff may be satisfied with the way things are working right now and see no reason for a change. Somewhat connected to this idea is a sense of tradition or that the way things are done now are the way things have always been done. In either case, workers are more prone to wanting to do things the same way as before.

Selecting a User Adoption Strategy

The level of user adoption can depend on how the software is implemented. User adoption strategies can range from an instant switch, to parallel use where the old and new system are used simultaneously for a period of time, to a phased approach where employees begin to use the system little by little over time. Ultimately, the best user adoption strategy will depend on your organization.

Based on his experience providing CMMS consulting and implementation services, Dave Dulak, an FTMaintenance Product Expert at FasTrak SoftWorks, recommends a phased user adoption strategy.

“I’ve always been a proponent of implementing a system in the simplest form with the easiest processes possible.”

He advises that organizations should take “baby steps” when integrating the CMMS into their processes. Once the low-level, simple goals have been achieved, more advanced use can be introduced.

Tips to Increase CMMS User Adoption

Dave also offers the following suggestions for increasing CMMS user adoption.

Communicate the Benefits

Inevitably, employees will have some grievances with the current system. When switching to a new system, your staff will want to know, “What’s in it for me?” Maintenance managers should focus on communicating the ways in which the CMMS will address their team’s pains, make life easier, or give them something that they didn’t have before. Doing so should create some enthusiasm for the new CMMS.

Involve Employees in the Selection Process

As part of the CMMS selection process, the software evaluation team should gather feedback from all stakeholders. The needs of executives will differ from those of maintenance technicians, who are the primary users of the software. If any stakeholder is left out of the process, they are less likely to feel like the CMMS will meet their needs and they will be less willing to embrace the system. Therefore, including maintenance technicians in demos and asking for their opinions on different software will make them feel like their voice was heard and increase adoption of the system.

Read Blog Post: What to Expect from a CMMS Software Demonstration

Amp up Training

CMMS training provides a boost in user adoption. Vendor-led, in-person training provides technicians with valuable face time with a knowledgeable, experienced software trainer. Employees can acclimate themselves with the software and practice using it in a friendly, no-risk environment. Online videos provide on-demand learning opportunities that teach users how to use system features. Live, web-based training allows users to follow along with an instructor from the comfort of their own facility.

Training can come from your internal team as well. Tech savvy employees can serve as an internal support network for others. Power users and system administrators can also make themselves available to answer questions, share tips via email, or hold lunch-and-learn sessions, if appropriate.

Increase User Adoption with FTMaintenance

At FasTrak, we understand that CMMS implementation can be tricky. We spend every day helping clients overcome implementation challenges including user adoption. FTMaintenance is an easy-to-use, easy-to-learn CMMS solution that allows you to be up and running with minimal training. We also provide complimentary implementation services and superior CMMS support to help make your entire implementation a success. Request a demo today.

How to Plan for CMMS Implementation | CMMS Implementation Activities (Part 1)

Metal cogwheels representing the moving parts that must interconnect for a successful CMMS implementation

Implementing a computerized maintenance management system (CMMS) is more likely to be a success when using a systematic approach. However, the urgency of putting a system in place now often forces buyers to take shortcuts, potentially putting successful implementation at risk.

Although CMMS implementation can be a long process, it is worthwhile if it creates operational improvements and makes maintenance management easier. Our eBook, The Definitive Guide to CMMS Acquisition and Implementation, provides first-time buyers with a systematic implementation plan.

Implementation covers events that happen both leading up to and following the purchase of a CMMS. This article describes implementation planning activities – activities that occur before software has been purchased. Our second article in this series, So You Purchased a CMMS – Now What?, covers post-purchase CMMS implementation activities.

CMMS Implementation Planning Activities

In most cases, purchasing a CMMS is not a unilateral, one-sided decision. Although the software will be used primarily by the maintenance department, its use affects the entire organization. Therefore, being methodical in your approach to CMMS implementation will ensure that the chosen solution addresses everyone’s needs.

The first step for any business improvement project is to get buy-in from upper management. While there may be implied support for the project, management must first be presented with a project plan before any action is taken. The following sections help you develop the contents of the project plan.

Determine Ballpark Project Costs

Estimating, or “ballparking,” project costs for budgetary purposes may take place early or late in the implementation process. Management will likely have a ballpark number in mind for what they think the project will cost, which they may share with you. Otherwise, you may need to do a little research to get a sense of what the project might cost.

Generally speaking, you should consider the costs of software licenses, setup and installation fees, and training in your a rough estimate. Be sure to also provide an estimate of how long you expect the project to take.

Identify Stakeholders

Stakeholders are the people within your organization who will be impacted by the CMMS. Each CMMS stakeholder has different needs and a different amount of influence over the project. Therefore, you must be aware of how the CMMS is likely to affect each person’s daily work and responsibilities. Your communication of the benefits the CMMS will bring will differ when discussing the project with upper management versus technicians.

Create the Evaluation Team

As mentioned previously, CMMS implementation is not a solo effort. Successful implementations are supported by a team of internal system advocates and cheerleaders. Let’s discuss who to include on your implementation team.

One person that every implementation team should include is a project champion, whether that person is you or someone else from the facility or maintenance management team. The project champion acts as the project manager and is involved in every stage of the implementation process. This person helps identify the project goals, keep things moving, and ensure that all stakeholders are satisfied. Depending on the size of your organization, multiple other stakeholders may be involved, including:

  • Corporate management responsible for overseeing maintenance
  • A technical expert, typically IT staff, to provide internal technical support
  • Power users and system administrators who will be advising others on system use and maintaining the system
  • End users who will use the CMMS on a day-to-day basis
  • Management from departments impacted by maintenance, such as production, quality, and operations

Identify Maintenance Management Needs

The success of your CMMS will depend on how well it meets your maintenance management needs. You must first identify exactly what it is that you are looking for a CMMS to do. For example, are you responsible for maintaining a fleet of vehicles, permanent assets, or buildings? Will you be tracking inventory on work orders or through an existing system? Do you require mobile access to maintenance data?

Knowing your maintenance needs up front allows you to more easily identify viable CMMS solutions during your research. Be careful to distinguish between your needs and your wants. Needs must be addressed for your CMMS solution to be a success. This needs-identification exercise is typically done as part of a request for proposal (RFP), but can be done absent of a formal process as well.

Read On: How to Write an RFP for CMMS Software

Identify Maintenance Management Goals

Your maintenance goals should reflect your vision of how you want to improve your operations in order to satisfy your maintenance management goals.  Perhaps you are looking to minimize inventory costs, improve maintenance responsiveness, or process more work orders per month.

Setting specific goals and metrics to measure against will help you determine whether or not the CMMS is making a difference. Let’s look at a quick example:

Your goal might sound something like this: “Lower MRO inventory costs”. Note that this goal is quite broad and there can be many ways to accomplish it. Each goal needs to be more specific so that a detailed plan can be created to meet the goal and the results can be measured against the original goal.

Here’s a revised version of the goal: MRO inventory costs will be lowered by reducing the costs associated with emergency inventory purchases. With this more specific goal identified, now determine a way to measure progress. Using a CMMS, you can track dollars spent on rush orders, the number of emergency purchases, and the frequency of those purchases.

Identify CMMS Features

With your maintenance management needs and goals identified, you should be able to determine what CMMS features match your needs. Your use of the system will be based on your goals. Refer back to the goal outlined in the previous section.

The CMMS will need to be able to track inventory purchases if their costs are to be lowered. Additionally, you will want to see how costs change over time, so maintenance inventory reports will also be required. There are other, non-feature-related qualities to consider also, such as ease of use, system customization options, and scalability.

Make a Decision and Purchase a CMMS

Through your research, you and your evaluation team should identify at least 2-3 CMMS systems that will meet your requirements, fit your project budget, and can be implemented according to your deadline. After some deliberation, you should be able to make a recommendation to upper management. Make sure to note your preferred choice, along with any viable alternatives. The vendor selection process is covered in our article, How to Create a Vendor List for CMMS Research.

FTMaintenance Makes Maintenance Management Easy

FTMaintenance is a fully-featured CMMS that solves many challenges facing today’s maintenance teams. With solutions for work order management, asset management, inventory management, preventive and corrective maintenance, and more, FTMaintenance is the perfect fit for any-sized maintenance team. Read a CMMS case study to learn how our customers benefit from using FTMaintenance and schedule your demo today!

What is Work Order Management? | Work Order Management Process Explained

A stack of paper work orders that could be reduced or eliminated through work order management with a CMMS

Key Takeaways

  • Proper work order management allows you to efficiently process and complete work orders
  • The work order management process covers the entire work order lifecycle, from initial request to closure and analysis
  • Computerized maintenance management system (CMMS) software, like FTMaintenance, simplifies and automates work order management

What is Work Order Management?

Work order management is the systematic approach of processing and completing maintenance work orders in a timely manner in order to minimize asset downtime. Work order completion depends on the availability of other maintenance resources such as assets, parts, people, and money.

Importance of Work Order Management

Traditionally, maintenance teams have relied on paper-based work orders to communicate job assignments. Though the work orders themselves may be easy to create by hand, the management of paper-based work orders is labor-intensive and often introduces more problems than it solves.

For example, maintenance staff must interpret bad handwriting, leading to incorrect documentation. Physical copies are liable to get misplaced and lost, resulting in missed maintenance. Stacks of paper clutter up file cabinets and desks, making it difficult to find historical work orders.

Some maintenance teams have advanced to spreadsheet-based work order management, but these systems carry their own limitations. Spreadsheets can only be modified by one person at a time, making it difficult for technicians to see the most up-to-date information. Work orders generated by spreadsheet software must still be printed, bringing along the challenges discussed earlier. Using spreadsheet software may be daunting for staff.

As organizations grow, “old-school” work order management methods quickly become unsustainable and inefficient. Even more so, a renewed focus on operational efficiency has put a spotlight on the functions of the maintenance department. To improve work order management, organizations invest in a computerized maintenance management system (CMMS).

Work Order Management Process

A visualization of the work order management process, from work request to analysis

Click to download this infographic!

 

Proper work order management considers the work order at every stage of its life from request to completion. The following sections describe what happens in each step of the work order management process. You will notice how a CMMS makes the work order management process more streamlined and efficient.

Work Request Approval

The need for maintenance work is often communicated through a work request or service request. An approver will review the request and determine whether a legitimate need exists, if enough information is available to create a work order, or if the issue has already been reported. Many organizations use the maintenance request feature of a CMMS to handle incoming requests. If the request is valid, it will be approved and a work order will be created.

Read also: What is a Maintenance Request System?

Work Order Creation

The creation of a work order signifies that authorization has been given to perform the requested work. Work orders are created from approved maintenance requests, by the maintenance staff, or automatically from a CMMS. Using a mobile CMMS, technicians can create work orders from the field.

Prioritization

A middle-aged male facility maintenance tech with a gas trimmer standing on the lawn of a corporate property

Prioritizing work orders involves determining which work orders are to be completed first. A work order’s priority is typically determined by the criticality of the job or asset. For example, work orders related to safety (of sites or staff) may be given a high priority. Lower priority work orders include routine preventive maintenance or non-essential maintenance requests.

The maintenance team creates standards for what makes a work order high or low priority. Not only will this allow the truly high priority work orders to be completed faster, but when a backlog does occurs, it should consist of low-priority work.

Scheduling

The scheduling of work orders is based on their priority. Emergency work orders are addressed without delay. Preventive maintenance work orders are typically scheduled based on calendar- or runtime-based intervals, or by the asset manufacturer’s maintenance guidelines. However, timing is not the only consideration when scheduling work orders.

Maintenance managers consider the availability of technicians, spare parts and supplies, and tools or other special equipment needed to complete work orders. CMMS software allows you to visualize the maintenance workload and identify how staff can be used most effectively.

Assignment

Every maintenance team is made up of technicians with varying skills and abilities. Work orders should be assigned to the technicians best suited for the job. For larger organizations, technicians may specialize in a particular craft or have training on specific assets.

Small to medium-sized businesses are more likely to use jacks-of-all-trades who can perform a multitude of maintenance tasks. Determining who is best for the job may be done by first-hand experience, but can also be identified using maintenance reports from a CMMS.

Distribution

Once work orders are scheduled and assigned, they must find their way into the hands of technicians. Work orders can be physically handed out, but it takes time to track down technicians. CMMS software features automatic printing to designated printers and automatic emailing to staff. A CMMS with mobile capabilities allows technicians to instantly receive work orders on internet-connected devices.

Execution

A young mechanic executing a work order for the repair of a robotic machine as part of the work order management process

Execution is the act of the assigned technician(s) performing the tasks listed on the work order. A CMMS allows you to track the progress of work orders in real-time so that you can ensure technicians are staying on top of their work.

Documentation

Part of the work order management process is training workers to document all results, both the good and bad. The more accurate information you have, the better off you will be. Technicians should take care to record exactly what was done, how much time was spent, what parts were used, and so on.

Documenting work in a CMMS leads to more accurate maintenance records that can be used to identify areas of improvement and assist in future troubleshooting. Poor documentation leads to inaccurate or flawed reports – as they say, “garbage in, garbage out.” The better your work order documentation, the better you will be able to monitor and track key performance indicators (KPIs) using CMMS maintenance reports.

Closure

Work order closure occurs when all tasks have been performed, all services delivered, and the job is complete. Technicians are now available to begin working on other “open” work orders.

Analysis

Your collective work order history is the foundation for meaningful reporting. Without the reporting functionality of a CMMS, it becomes very difficult to track key performance indicators (KPIs) that provide glimpses into your process. For example, how easily can you calculate the number of work orders that were created or closed using a spreadsheet or paper-based tracking system?

Improve Work Order Management with FTMaintenance

Even the best work orders can fail without a solid system to manage them. FTMaintenance is powerful work order software that simplifies your work order management process. Featuring automated work order creation, assignment, distribution, and closure, FTMaintenance reduces the amount of administrative work involved in accomplishing your every day maintenance activities. Request a demo to see how FTMaintenance can improve your organization’s work order management process.

So You Purchased a CMMS – Now What? | CMMS Implementation Activities (Part 2)

Maintenance worker using CMMS software after CMMS implementation

When properly implemented, a computerized maintenance management system (CMMS) is a powerful tool with benefits that can be felt throughout an organization. Shockingly, as many as 80% of CMMS software implementations fail, but why?

CMMS implementation can be a long process with pitfalls at every turn. Inexperienced buyers often don’t know where to start or what to do next. The urgency of a project may also force buyers to take shortcuts that create other problems down the line. Our eBook, The Definitive Guide to CMMS Acquisition and Implementation, provides first-time buyers with a systematic approach for implementing a CMMS.

Read Blog Post: Why CMMS Implementations Fail

Implementation covers events that happen both leading up to and following the purchase of a CMMS. Our first article in this series, How to Plan for CMMS Implementation, covers pre-purchase CMMS implementation activities. This article focuses on the activities that take place after software has been purchased.

Post-purchase CMMS Implementation Activities

Purchasing a CMMS is a major milestone in your journey towards improving your maintenance operations. Though it is indeed a time for some celebration, you aren’t out of the woods quite yet. The purchase decision does not mark the end of the CMMS project. Instead, it marks the phase where the “real” work begins.

Perhaps you’ve heard the old proverb, “Rome wasn’t built in a day”? That certainly applies here. The goal of this article is not to overwhelm you, but to share our knowledge and experience gained from over 30 years of helping industrial organizations automate their maintenance operations.

The following section describes post-purchase CMMS implementation activities. Software vendors often provide services to assist you during this stage of your CMMS implementation.

Planning Your Implementation

A little planning goes a long way to help your CMMS succeed. You need to put some thought into how you will prepare, configure, and roll out the software. This will determine what activities must be completed, in what order they will completed, and how long you expect each to take.

Review of Current Processes

Implementation starts with a review of your current maintenance management processes. Keep in mind that a CMMS cannot fix poor processes or other underlying problems. Reviewing how you currently manage your maintenance operations allows you to identify areas of improvement and set new policies and expectations. Any process changes should be documented so that everyone knows what’s expected of them and can be held accountable.

Software Installation

Depending on whether you are using on-premise or cloud CMMS, installation will vary. Most CMMS products are hosted in the cloud and do not require a traditional, physical installation on computers. Instead, cloud-based CMMS is accessed through a browser on internet-connected devices.

Power User Training

Power users typically include trainers, maintenance supervisors and managers, and system administrators. These users are more advanced than basic users and are responsible for determining a company’s processes, system usage, and implementation goals. Power users become onsite system experts and help train other users on the software once it is ready for launch.

Data Gathering

Perhaps one of the most significant implementation activities is gathering your maintenance data. This phase involves determining what data will be collected and how. A few questions to ask at this stage:

  • Where is existing maintenance data stored or located?
  • Will you be entering hundreds or thousands of asset records into the CMMS?
  • Will the CMMS be used to track the entire inventory stockroom or only critical spares and commonly used parts?
  • Who will be responsible for collecting or retrieving the required data?

Before it is entered into the CMMS, take the opportunity to “clean” your maintenance data by removing any duplicate or obsolete data, creating a logical naming convention for assets and spare parts, and adding any new information.

Due to the amount of information to be gathered and cleansed, it is not uncommon for this activity to take a considerable amount of time. Dedicating a little time each day to gathering data will make the task more manageable.

Entering Data into the System

Data can be entered manually by typing it in by hand (data entry), or imported directly into the CMMS (data importation) through vendor-supplied tools or services. Manual data entry can be a lot of work upfront, so if you choose to do it yourself, make sure there are dedicated resources available. It is up to you to decide who will do the job – current employees, interns, or temporary/seasonal workers. Some vendors offer data entry or data importation services.

You should also consider how data will be entered into the CMMS on a day-to-day basis. Will technicians enter their own data into the system? Will an administrative assistant or maintenance planner enter in data at the end of each day?

System Setup

This activity involves setting up initial users with the applicable access rights and permissions. If required, your IT team should also configure any additional security settings on the devices on which the software will be used.

Configuration

Configuration involves tweaking the system to match your company’s workflows and processes. This can include renaming fields according to your internal terminology, determining required fields, enabling system-wide settings, and customizing screens and dashboards.

System Testing

Before rolling the CMMS out to the entire team, the software should be tested. Allow select staff to start working in the software and observe whether their experience matches what you have envisioned. Based on your observation, decide what changes need to be made.

Integration

Integration allows your CMMS to communicate with other business software, such as enterprise resource planning (ERP) or accounting software. Not all organizations desire integration, but for those that do, more time should be allotted for planning what data will be shared, having the vendor or internal IT staff perform the integration, and testing.

End User Training

The success of end user training may make or break your CMMS implementation. Since your non-management maintenance staff will be the primary users of the software, it is important that they feel confident using the system. Be aware that everyone has different learning styles and different levels of experience using technology, so plan accordingly. Vendors typically offer multiple CMMS training resources, like videos, webinars, and product documentation. It is likely more than one resource will be needed.

Going Live

The go live date is when the CMMS software is formally available and put into use. Remember that no launch is problem-free – it is normal to experience some “growing pains” as users get used to the system. We recommend assigning someone, such as a power user, to be the point of contact for asking for help, reporting problems, and resolving issues.

FTMaintenance Implementation Services

Implementing a CMMS can be a daunting project, but the good news is you don’t have to go it alone. FasTrak provides complimentary CMMS implementation services to help you get FTMaintenance up and running quickly. We also offer professional services that provide hands-on assistance from product and industry experts at key points before, during, or after your FTMaintenance implementation. Contact us to learn more about how we can assist you with your CMMS implementation.

6 Ways Maintenance Teams Benefit from Cloud-based CMMS

Graphics of people, internet, mail, and computers surround cloud graphic for cloud-hosted software.

The popularity of cloud-hosted computerized maintenance management system (CMMS) software has exploded since its adoption in the early 2000s, and for good reason. There are many benefits of cloud software, such as quick deployment, little-to-no IT involvement, and data security. Given today’s fast-paced and highly-mobile industrial environments, along with the criticality of maintenance management, maintenance teams experience additional advantages with cloud-based CMMS.

Read Blog Post: On-Premise vs. Cloud CMMS: Comparing CMMS Deployment Options

Cloud-based CMMS Benefits

1. Faster Decision-Making

Cloud-based CMMS provides real-time access to actionable maintenance data, speeding up decision-making and enabling teams to take action faster. Let’s look at an example:

An operator reports a problem by submitting a maintenance request from the field, which automatically notifies an administrator. After approving the request, the administrator creates a work order that defines the appropriate tasks, parts, and skills required to complete the work. Once the work order is created and assigned, a notification is automatically sent to the relevant maintenance technician. The technician views the work order on his mobile device. Based on the data provided on the work order, the technician can prioritize the job and make decisions about how and when to proceed.

2. Guaranteed System Availability

Maintenance operations can be significantly impaired when a CMMS is unavailable. Cloud CMMS vendors provide service that is “always on,” with certain exceptions for routine maintenance or server upgrades. Around the clock system availability means that the maintenance team will have access to maintenance data and functionality anytime of the day or night. This is particularly important for organizations with 24-hour production schedules or mission critical assets.

3. Anywhere Access

Effective maintenance technicians have always been highly mobile, but technology hasn’t always been able to accommodate freely-moving workers. Before cloud CMMS, technicians would have to access the CMMS from a single or limited number of computers, creating bottlenecks and hampering productivity. Cloud technology allows CMMS to be accessed from internet-connected devices like smartphones and tablets. Technicians can log in and use the CMMS from anywhere – whether in an office, on the plant floor, or in another geographic location.

4. Better Collaboration

Cloud maintenance software provides the ability to centralize maintenance data and better equip maintenance teams to share information between co-workers, supervisors, and customers. Leveraging technologies such as email, short message service (SMS), and push notifications, cloud CMMS automates communications about maintenance activities. These notifications enable maintenance teams to complete work faster at higher quality and satisfaction levels.

5. Improved Information Sharing

A web services-based application programming interface (API) shares data between a cloud-hosted CMMS and an organization’s other existing software systems. Automatic data sharing allows the maintenance team to focus on using CMMS without worrying about where else data might be used and how to report the information. An API also reduces the amount of duplicate data entry.

6. Real-Time Equipment Monitoring

An API allows organizations to share data from their existing internet-connected equipment sensors with cloud-based CMMS. Based on the information collected, the CMMS can automatically generate maintenance requests or work orders for the assets, whether those assets are mobile, onsite, or globally distributed. Using real-time data also allows the maintenance team to perform preventive maintenance based on an asset’s actual condition, thereby reducing the amount of unnecessary or unneeded maintenance.

Read: What is Condition-based Maintenance?

FTMaintenance Cloud-based CMMS

If you are considering implementing maintenance management software, cloud-based CMMS offers an alternative to on-premise maintenance software. FTMaintenance is an easy-to-use, yet robust CMMS solution for managing, documenting, and tracking maintenance activities. Flexible CMMS pricing and deployment options make FTMaintenance the perfect fit for any maintenance team. Request a demo of FTMaintenance today.