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End of the Year CMMS Checklist for
Improved Maintenance Performance
Hosted By: Craig Shepard
We will begin the webinar shortly.
1 Eastern
12 Central
11 Mountain
10 Pacific
For audio:
In U.S. and Canada dial 1-866-740-1260
International dial 303-248-0285
Access code 3283235
About MicroMain
• Headquarters in Austin, TX
• We’ve been providing facilities with award-winning asset
maintenance and facility management software since
1991
• MicroMain offers CMMS, CAFM and Capital Planning
software and services
• Special version for Healthcare
Our Customers
• Over 3,700 customers worldwide
Walter Reed Hospital
Preparing for the New Year
Now is a good time to review, re-evaluate and make
adjustments to your maintenance process
• Are you getting complete, reliable data to manage your
maintenance process?
• Does the data include enough detail?
Plan Improvements to your Process
• Review and update maintenance processes to optimize
for today’s goals
• Clean-up data to ensure reporting is accurate and
performance issues are minimized
• Run end-of-year reports to gather actionable data
• Plan budget to meet goals for 2014
• Implement new programs to improve performance and
reduce costs
Optimize Maintenance Process
• Analyze the total cost of maintenance to identify
opportunities to improve the process and/or reduce costs
• Work Orders
• Assets
• Parts
• Facility / Building
• Labor
• Track preventive maintenance: is the current plan effective?
• Review equipment history to identify and plan for
replacement or obsolescence.
Clean Up Data
• Are all completed work orders closed?
• Have obsolete work orders been canceled?
• Are the naming conventions used for assets, labor and
parts appropriate? Is everyone using them consistently?
• Has equipment or assets been removed from operation?
• Are labor lists and rates current?
Run End-of-Year Reports
• Did on-demand work order execution meet goals?
• Were preventive maintenance work orders effective?
• Was equipment-downtime minimized?
• Was labor used efficiently?
• Were part inventories maintained at appropriate levels?
Plan Budget
• Compare actual maintenance costs against budgets by:
• Department
• Shop
• Account
• Total cost of maintenance for the operation
Plan Budget
• Are you implementing any new programs or upgrading
current tools?
• Mobile to access work orders in the field
• Web request to allow on-line submission of on-demand
work orders
• Barcoding of assets and parts inventory
• Include Training
• Identify process failure points that require re-training for
existing staff
• Train new personnel
Implement New Programs
• Fully utilize software to gather complete, reliable data
• Train team on process changes
• Update preventive maintenance to meet needs
End of the Year Maintenance Checklist
Review and update maintenance
process
Clean up data to ensure reporting
accuracy
Run end-of-year reports to provide
actionable data
Budget to meet 2014 goals
Implement new programs
Thank You
Are there any questions?
Chat your questions now or contact us:
Email: Info@MicroMain.com
Phone: 888-888-1600 x271
Web: www.micromain.com
A link to the recording of the webinar will be emailed
to you tomorrow.

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Year End Maintenance Check List

  • 1. End of the Year CMMS Checklist for Improved Maintenance Performance Hosted By: Craig Shepard We will begin the webinar shortly. 1 Eastern 12 Central 11 Mountain 10 Pacific For audio: In U.S. and Canada dial 1-866-740-1260 International dial 303-248-0285 Access code 3283235
  • 2. About MicroMain • Headquarters in Austin, TX • We’ve been providing facilities with award-winning asset maintenance and facility management software since 1991 • MicroMain offers CMMS, CAFM and Capital Planning software and services • Special version for Healthcare
  • 3. Our Customers • Over 3,700 customers worldwide Walter Reed Hospital
  • 4. Preparing for the New Year Now is a good time to review, re-evaluate and make adjustments to your maintenance process • Are you getting complete, reliable data to manage your maintenance process? • Does the data include enough detail?
  • 5.
  • 6.
  • 7.
  • 8. Plan Improvements to your Process • Review and update maintenance processes to optimize for today’s goals • Clean-up data to ensure reporting is accurate and performance issues are minimized • Run end-of-year reports to gather actionable data • Plan budget to meet goals for 2014 • Implement new programs to improve performance and reduce costs
  • 9. Optimize Maintenance Process • Analyze the total cost of maintenance to identify opportunities to improve the process and/or reduce costs • Work Orders • Assets • Parts • Facility / Building • Labor • Track preventive maintenance: is the current plan effective? • Review equipment history to identify and plan for replacement or obsolescence.
  • 10.
  • 11. Clean Up Data • Are all completed work orders closed? • Have obsolete work orders been canceled? • Are the naming conventions used for assets, labor and parts appropriate? Is everyone using them consistently? • Has equipment or assets been removed from operation? • Are labor lists and rates current?
  • 12. Run End-of-Year Reports • Did on-demand work order execution meet goals? • Were preventive maintenance work orders effective? • Was equipment-downtime minimized? • Was labor used efficiently? • Were part inventories maintained at appropriate levels?
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. Plan Budget • Compare actual maintenance costs against budgets by: • Department • Shop • Account • Total cost of maintenance for the operation
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. Plan Budget • Are you implementing any new programs or upgrading current tools? • Mobile to access work orders in the field • Web request to allow on-line submission of on-demand work orders • Barcoding of assets and parts inventory • Include Training • Identify process failure points that require re-training for existing staff • Train new personnel
  • 24. Implement New Programs • Fully utilize software to gather complete, reliable data • Train team on process changes • Update preventive maintenance to meet needs
  • 25. End of the Year Maintenance Checklist Review and update maintenance process Clean up data to ensure reporting accuracy Run end-of-year reports to provide actionable data Budget to meet 2014 goals Implement new programs
  • 26. Thank You Are there any questions? Chat your questions now or contact us: Email: Info@MicroMain.com Phone: 888-888-1600 x271 Web: www.micromain.com A link to the recording of the webinar will be emailed to you tomorrow.

Editor's Notes

  1. Introduce yourself and establish MicroMain as a subject matter authority
  2. Are you getting complete, reliable data to manage your maintenance process? Are your Assets/Equipment entered correctly? Have your standardized services, accounts, maintenance categories, asset groups? Are you closing work orders and PMs on a timely basis and entering complete information? Are you consistently tracking Failures and Downtime? Does the data include enough detail? Do you need to add additional information to your Assets? Are manufacturers, models, serial numbers included / correct? Are assets assigned to department / parts assigned to Class or Category? Do assets include specifications with parameters (like a high/low reading for temperature or pressure?
  3. Run end-of-year reports to gather actionable data CMMS should allow you to run end-of-year reports on data that is important to you to determine how you are doing These reports are crucial in identifying problem areas and determining what actions you should take to improve your maintenance processes For example: Budgeted vs Actual, Highest Maintenance Issues and Costs, Failure Codes, Maintenance Efficiency Analysis, Labor Efficiency
  4. Analyze the total cost of maintenance to identify opportunities to improve the process and/or reduce costs What is the total cost of corrective and preventive maintenance for that Asset? Is there an excessive amount of corrective maintenance work orders for any asset? Track preventive maintenance: is the current plan effective? Analyze procedures to make sure that they’re correct Are the Frequencies correct? Review equipment history to identify and plan for replacement or obsolescence Maintenance history reports to identify total cost of maintenance for equipment Asset diminishing returns report Total cost of ownership report Review and update maintenance processes to optimize for today’s goals What is the flow of your process? Is it adequate for your needs? How are corrective/unscheduled work orders coming in? ( web, manual, email, phone calls, mobile) Are work orders handled on a timely basis? How do you issue and assign labor and completion? Are PMs set up for all of your equipment? Are the intervals sufficient? Are the instructions sufficient and concise? Are you tracking parts inventory? How do you assign and release parts and update inventory?
  5. A CMMS allows for the effective management of all equipment and spare parts inventories. For maximum efficiency, parts inventory records can be linked with asset data, vendor files and manuals, maintenance scheduling, and even purchasing records. Better spare parts management means that parts are available for both scheduled and emergency repairs of critical equipment. Clean-up data to ensure reporting is accurate and performance issues are minimized Do you have equipment that is no longer active? Have you taken inactive equipment off of PMs and work order pick-lists Do you have PMS that are no longer active Are your failure codes, account codes, department, cost centers, etc. up-to-date? Do you have inactive employees who are no longer with the company?
  6. Did On-Demand Work Order execution meet goals? Review On-Demand WO’s to plan for next year’s PMs Review completion rate Review On-time versus Past Due rate Determine mean-time between failure Run end-of-year reports to gather actionable data CMMS should allow you to run end-of-year reports on data that is important to you to determine how you are doing These reports are crucial in identifying problem areas and determining what actions you should take to improve your maintenance processes For example: Budgeted vs Actual, Highest Maintenance Issues and Costs, Failure Codes, Maintenance Efficiency Analysis, Labor Efficiency
  7. Plan budget to meet goals for 2014 Do you need to hire more maintenance staff? Are you managing parts inventory correctly? Do you have too many unused parts (excess inventory) Write off and adjust levels.
  8. Implement the changes you found were necessary. Do you need to start using departments, asset groups, accounts for parts, class, etc. Implement new programs to improve performance and reduce costs Do you need to budget Web work request module to hasten process of receiving and reacting to work requests? Do you need to budget for Mobile modules to insure work can be done and work orders closed in the field?
  9. After showing the software, go back over what we’ve talked about briefly – here’s the checklist of what you need to be doing