The document outlines the objectives and key topics related to effective business equipment management, emphasizing its importance in enhancing ROI, reducing risk, and supporting regulatory compliance. It identifies seven key problems that organizations face in managing equipment, which include improper operation and regulatory compliance issues. The presentation also stresses the significance of maintaining accurate records and implementing best practices for safety and efficiency.

1. Robert Oakley
Commercial Director
Rob Needham
Technical Director

2. OBJECTIVES
1. Pro-Actively Manage Your Business Equipment
2. Operate Business Equipment Safely
3. Improve the ROI of Business Equipment
4. Reduce Business Risk
5. Provide Ideas for Optimising Equipment Management
5. Additional Information and Resources

3. AGENDA
1. An Introduction to Equipment Management 15 Minutes
• Why Business Equipment is Critical to your Business
• The 7 Key Problems with Managing Business Equipment
2. The Asset Register 10 Minutes
• Record Keeping – Compliance and a Basis for Effective Management
• What and Where
3. Maintenance and Calibration 5 Minutes
• Keeping Track
• Safety: Staff – Customers – Partners – the Public
4. The High Cost of Failure 5 Minutes
• Regulatory Non-Compliance
• Human and Financial Costs
5. Best Practice 10 Minutes
• Safe Operation.
• Smart Equipment and the Internet of Everything
6. Questions. 15 Minutes

5. BUSINESS EQUIPMENT – A DEFINITION
Business equipment is usually recorded as an asset on the balance sheet.
Investopedia defines an asset as ‘a piece of property or equipment purchased
exclusively or primarily for business use’
Tangible Fixed Assets.
• Vehicles
• Real Estate
• Plant and Machinery
• Computers
• Office Furniture and Fixtures
But what about non-balance sheet items?
Current Assets.
• Inventory, Components and Equipment Sales
• Stationery.
• Consumables

6. ASSET MANAGEMENT
ISO 55000 defines Asset management as the "coordinated
activity of an organization to realize value from assets". In turn,
Assets are defined as follows: "An asset is an item, thing or entity
that has potential or actual value to an organization".
The IAM is the professional body for those
involved in acquisition, operation and care of
physical assets – especially critical
infrastructure. The Institute is for
professionals worldwide who are dedicated
to furthering their knowledge and
understanding of Asset Management.

7. WHY IS BUSINESS EQUIPMENT CRITICAL?
• Key to competing in fast-paced global markets
• Supports faster and smarter working
• Quality and reliability supports ‘just-in-time’ purchase
• Adds to the Regulatory Compliance burden
• A source of competitive advantage

9. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance
3. Improper operation
4. Improper risk management
5. Inaccurate valuation
6. Regulatory compliance
7. Equipment volume

10. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have

11. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance

12. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance
3. Improper operation

13. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance
3. Improper operation
4. Improper risk management

14. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance
3. Improper operation
4. Improper risk management
5. Inaccurate valuation

15. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance
3. Improper operation
4. Improper risk management
5. Inaccurate valuation
6. Regulatory compliance

16. 7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT
1. Not knowing what you have
2. Over/under maintenance
3. Improper operation
4. Improper risk management
5. Inaccurate valuation
6. Regulatory compliance
7. Equipment volume

18. POLL 1
What is the key problem your organisation faces when
managing equipment?

20. WHAT INFORMATION DO YOU NEED TO KEEP?
1. Identifiers
2. Description
3. Location
4. User
5. Supplier and Manufacturer
6. Component Manufacturer for Traceability
7. Contract/ Warranty / Guarantee
8. Purchase Date and Cost
9. Accumulated Depreciation
10. Maintenance and Safety Checking Arrangements
11. Applicable Regulations and Standards
12. Instructions for Use
13. Authorised / Trained users
14. Performance / Rating records

21. TOOLS TO MANAGE EQUIPMENT
Issues:
• Speed
• Analysis
• Decisions
Based on feedback from 93 participants: Post-Webinar Survey 2015

22. EQMS EQUIPMENT MANAGER

23. POLL 2
Do you believe your existing Equipment Management
record-keeping satisfies the requirements of applicable
standards and regulation?

24. POLL 3
Do you believe your existing Equipment Management
processes satisfy the requirements of your business?

26. MAINTENANCE, CALIBRATION AND SAFETY CHECKS
1. Regulatory Requirements
2. Internal/External Standards
3. Frequency
4. Trained Personnel/ External Expertise
5. Quantify Risk
6. Communicate Internally

28. REGULATORY NON-COMPLIANCE
Supply of Machinery (Safety) Regulations 2008, as
amended by the Supply of Machinery (Safety)
(Amendment) Regulations 2011.
http://www.hse.gov.uk/prosecutions/breach/breach_list.
asp?PN=6&ST=B&SN=S&SF=IS&SV=5&SO=DHD

29. FINANCIAL AND HUMAN COSTS
1. In April 2005 details of 3500 Australian customers from 18
banks, including names and account numbers, lost on a
USB stick by a representative of the Australian High Tech
Crime Centre during transit to an international meeting on
computer crime.
2. Andrew Jones Pies, of Huddersfield, West Yorkshire has
been fined £250,000 for safety offences after a gas
explosion in an industrial bakery oven killed a man and
badly injured another. The company went into
administration and had to pay £124,896 in costs at York
Crown Court. David Cole, 37, was killed in 2009 when the
explosion blew the large oven door off its hinges in April
2009. The judge said the company had "failed dismally".

31. SAFE OPERATION
Systematic Risk Management
Risk assessment
Risk identification
Risk analysis
Risk evaluation
Risk control
Monitor and review

32. SAFE OPERATION
Effective Communication of SOPs
• Document Control
• Notification
• Acknowledgement
• Versioning
• Format
• Search
• Review
• Feedback loop

33. SAFE OPERATION
Mandatory Training
• Role-based
• Training and Retraining
• Certification
• Attendance
• Course Materials
• Approved Course
• Approved Trainer
• Easy identification of Training Gaps

34. SAFE OPERATION
Approval, Monitoring and Review of Suppliers
• Monitoring Processes
• Complaints, Warranty, Recall
• Inspections
• Non-conformances, Deviations, OOS
• Operational Delays and Additional Costs
• Review and Improvement
• Real Time Reporting
• Regular Management Review
• Supplier Response
• Joint Improvement Projects
• Supplier Re-Assessment, Re-Audit

35. SAFE OPERATION
Effective Procurement

36. NEW TECHNOLOGIES

37. SUMMARY
• Equipment is a critical enabler for your business.
• Senior management must understand equipment risk.
• Effective purchasing and record-keeping must be
complemented by robust maintenance processes.
• Information about equipment and training to use it
properly is essential.
Quality
Culture
Enablers
Supporting Systems
Hierarchy for a Robust and Intuitive
Equipment Management System
QMS Processes Technology Equipment
Competency Commitment
Understanding
Values

38. QUESTIONS?

39. FURTHER INFORMATION
• EQMS Datasheets for
• Equipment Manager
• Supplier Manager
• Audit & Inspection Manager
• Issue Manager
• Document Manager
• Risk Manager
• Post Webinar Survey.
• Replay Webinar.

40. FURTHER HELP & SUPPORT
Qualsys Limited
Aizlewoods Mill,
Nursery Street,
Sheffield,
S3 8GG
emily.hill@qualsys.co.uk
+44 (0)114 282 3338
robert.oakley@qualsys.co.uk
+44 (0)7919 005538