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Compliance & Control

What is Reliability Centered Maintenance (RCM)

Reliability-centered maintenance (RCM) is key to keeping equipment running smoothly. It focuses on making sure machines and tools work well and stay reliable. RCM is a process where companies identify important assets and create plans to keep them working at their best. Source: Reliabilityweb This approach helps businesses avoid breakdowns and cut costs. RCM examines […]

Reliability-centered maintenance (RCM) is key to keeping equipment running smoothly. It focuses on making sure machines and tools work well and stay reliable. RCM is a process where companies identify important assets and create plans to keep them working at their best. Source: Reliabilityweb This approach helps businesses avoid breakdowns and cut costs. RCM examines each piece of equipment independently. It determines what could go wrong and how to prevent problems before they start. RCM is not just about fixing things when they break. It's about smart planning to prevent issues. This method can improve performance, reduce downtime, and be more cost-effective for maintenance. Companies that use RCM often see significant improvements in how their equipment works. [ez-toc] Listen to a Podcast on RCM Fundamentals of Reliability-Centered Maintenance Reliability-centered maintenance (RCM) is a method for helping organizations keep their equipment running smoothly. It focuses on finding the best ways to prevent breakdowns and keep things working well. Defining RCM RCM is a process that identifies important assets and creates plans to keep them working. It examines each piece of equipment and determines the best way to maintain it. The goal is to ensure that everything keeps running without wasting time or money on unnecessary maintenance. Source: WorkTrek RCM asks questions like: What does this equipment do? How can it fail? What happens if it fails? How can we prevent failures? By answering these questions, RCM helps create a smart maintenance plan. History and Evolution in the Aviation Industry RCM started in the aviation industry in the 1960s. United Airlines first developed it to improve airplane safety and reliability. They wanted to find better ways to maintain planes without doing unnecessary work. The success in aviation led other industries to adopt RCM. In the 1980s, the U.S. military began using RCM. Soon after, power plants, factories, and other businesses started using it too. As RCM grew, groups like the Society of Automotive Engineers created standards. The SAE JA1011 standard helps ensure correct RCM across different industries. Principles of RCM RCM follows key principles to guide maintenance decisions: Focus on system function, not just equipment Identify failure modes that matter most Prioritize important equipment Use a variety of maintenance tactics Accept that some failures will happen Use data to make decisions Continuously improve the process Illustration: WorkTrek / Data: WBDG These principles help teams make smart choices about maintaining their equipment. They focus on what's most important and use the right tools for each job. Process of RCM Analysis The RCM analysis process follows these steps: Choose a system to analyze Define system functions Identify functional failures Determine failure modes Assess failure effects Select maintenance tasks Implement and review Teams work through each step carefully. They examine how equipment can fail and what those failures mean. Then, they choose the best ways to prevent or deal with those failures. RCM isn't just about fixing things. It's about understanding equipment deeply and making smart choices. This process helps keep systems running reliably and efficiently. Maintenance Strategies Influenced by RCM Reliability Centered Maintenance (RCM) shapes various maintenance approaches. These strategies aim to boost equipment reliability and reduce downtime. Each method targets specific maintenance needs and asset conditions. Preventive Maintenance Preventive maintenance is a key strategy in RCM. It involves regular, scheduled upkeep to prevent breakdowns. This approach helps extend equipment life and avoid unexpected failures. Illustration: WorkTrek / Data: Reliability Centered Maintenance: Case Study Tasks may include: Lubrication Cleaning Adjustments Parts replacement Preventive maintenance can lower repair costs and improve safety. It works best for assets with predictable wear patterns. Companies often use software to track schedules and tasks. Predictive Maintenance Predictive maintenance uses data to forecast when equipment might fail. It relies on condition-monitoring tools and techniques. These may include: Vibration analysis Oil analysis Thermal imaging Ultrasonic testing This strategy helps prevent unplanned downtime and reduce unnecessary maintenance. Predictive maintenance can save money by addressing issues before they become serious. Companies can plan repairs at convenient times. This minimizes disruption to operations. Proactive Maintenance Proactive maintenance aims to prevent failures before they start. It focuses on finding and fixing the root causes of equipment problems. This strategy often involves: Design improvements Better operating procedures Enhanced training for operators Proactive maintenance can extend equipment life by addressing underlying issues. It also helps reduce the frequency of breakdowns and repairs. This approach requires a deep understanding of how assets work and fail. Proactive maintenance can lead to long-term cost savings. It also improves overall system reliability. Reactive Maintenance Reactive maintenance, also called run-to-failure, is a simple strategy. Equipment is fixed only when it breaks down. This approach can work for: Low-cost assets Non-critical equipment Items with unpredictable failure patterns Illustration: WorkTrek / Data: Facilio Reactive maintenance requires less planning. It can save money on unnecessary preventive tasks. But it can lead to: Higher repair costs Longer downtimes Unexpected failures In some cases, RCM analysis may show reactive maintenance as the best choice for certain assets. Condition-Based Maintenance Condition-based maintenance relies on real-time monitoring of equipment. It uses sensors and data analysis to track asset health. Maintenance is performed when indicators show a decline in performance. Illustration: WorkTrek / Data: ReliabilityAcademy This strategy can include: Continuous monitoring systems Regular inspections Performance data analysis Condition-based maintenance helps optimize maintenance timing. It can reduce unnecessary work and catch problems early. This approach works well for critical assets with variable usage patterns. Run-to-Failure Run-to-failure is a deliberate strategy for some equipment. It's used when: Replacement is cheaper than maintenance Failure won't cause safety issues Downtime won't significantly impact operations This approach can save money on maintenance costs. It works for low-cost items like light bulbs or specific electrical components. Run-to-failure requires having spare parts on hand for quick replacement. It's important to choose which assets to use this strategy carefully. RCM analysis helps identify where run-to-failure makes sense. RCM Implementation and Planning Implementing reliability-centered maintenance requires careful planning and ongoing efforts. The process involves several key steps to ensure success and maximize an organization's benefits. Maintenance Schedule Development Creating effective maintenance schedules is crucial for RCM. These schedules outline when and how to perform maintenance tasks on critical assets. They should be based on equipment data, failure histories, and manufacturer recommendations. Source: WorkTrek Organizations need to prioritize tasks based on asset importance and failure risks. Schedules may include daily checks, monthly inspections, and yearly overhauls. The goal is to prevent breakdowns while avoiding unnecessary maintenance. Digital tools can help track and optimize schedules. These systems alert technicians when tasks are due and log completed work. This data helps refine schedules over time for better results. Criticality Analysis Criticality analysis is a key part of RCM planning. It helps identify which assets are most important to operations. Teams assess each asset's impact on safety, production, and costs if it fails. High-criticality assets receive more attention and resources, while lower-priority items may have more straightforward maintenance plans. This focus ensures efforts go where they're most needed. Illustration: WorkTrek / Quote: RealiablePlant The analysis often uses a scoring system. Factors like failure frequency, downtime costs, and safety risks are considered. The results guide maintenance strategies and resource allocation. Regular reviews keep the analysis current as business needs change. Cost-effectiveness and ROI RCM aims to balance maintenance costs with equipment reliability. It seeks to find the sweet spot between too little and too much maintenance. To measure cost-effectiveness, teams track metrics like: Maintenance costs per asset Downtime reduction Energy efficiency improvements Extended equipment life These factors help calculate the return on investment (ROI) for RCM efforts. A successful program should show clear financial benefits over time. It's important to consider both short-term costs and long-term savings. While the initial RCM setup may be expensive, it often leads to significant savings later. Aligning RCM with Business Goals To be truly effective, RCM must support overall business objectives. This means linking maintenance strategies to key performance indicators (KPIs). For example, if a company aims to increase production, RCM efforts should focus on boosting equipment uptime. If safety is a top priority, maintenance plans should emphasize risk reduction. Regular meetings between maintenance teams and business leaders help ensure alignment. This keeps RCM efforts focused on what matters most to the organization. Performance standards should be set to reflect these business goals. These standards guide maintenance decisions and help measure success. Continuous Improvement and Feedback RCM is not a one-time effort. It requires ongoing refinement to stay effective, and this process relies on constant feedback and data analysis. Teams should regularly review: Equipment performance data Maintenance task effectiveness New technologies or methods Changes in business needs This information helps identify areas for improvement. It may lead to updates in maintenance schedules, task procedures, or even equipment designs. Employee feedback is also valuable. Technicians often have insights into better ways to maintain equipment, and it's important to create channels for sharing this knowledge. Regular training keeps staff up-to-date on best practices and new techniques. This supports the continuous improvement cycle. Reliability and Performance Reliability-centered maintenance focuses on keeping equipment running smoothly and safely. It uses data to make smart choices about upkeep and repairs. Equipment Reliability and Uptime Reliability-centered maintenance (RCM) aims to boost equipment reliability and uptime. It examines each machine or tool and determines the best way to keep it working well. RCM uses a mix of different maintenance types. These include fixing things when they break, checking equipment on a set schedule, and watching for signs of wear. Illustration: WorkTrek / Data: Pruftechnick The goal is to stop problems before they happen. This helps avoid surprise breakdowns that can reduce work or cause safety issues. RCM helps companies make products more consistently by keeping machines in good shape. It also saves money by reducing repairs and lost work time. Measuring Effectiveness and KPIs Companies need to track the right things to determine whether RCM is working. These are called key performance indicators (KPIs). Some important KPIs for RCM include: Equipment uptime percentage Mean time between failures Repair costs Production output Companies can use these numbers to spot trends and make better choices. They can see which machines need more attention and which maintenance tasks work best. By watching these KPIs, managers can fine-tune their maintenance plans. This helps them get the most out of their equipment while keeping costs down. Impact on Safety and Risk Management RCM plays a big role in keeping workers safe and managing risks. Keeping equipment in good shape helps prevent accidents and failures that could hurt people. Illustration: WorkTrek / Data: 360training RCM considers the possible ways each piece of equipment could fail. It then plans how to prevent these failures or deal with them safely if they do happen. This careful planning helps companies: Spot safety risks before they cause problems Create better training for workers Make smarter choices about when to replace old equipment RCM also helps companies meet safety rules and standards. By showing that they take care of their equipment, companies can avoid fines and legal issues. Analytical Techniques in RCM RCM uses several methods to analyze and prevent equipment failures. These techniques help identify potential issues and determine the best maintenance strategies. Failure Modes and Effects Analysis (FMEA) FMEA is a core technique in RCM. It examines how equipment might fail and what effects those failures could have. Illustration: WorkTrek / Data: Reliability Centered Maintenance - Implementation and Benefits The process involves: Listing potential failure modes Identifying the causes of each failure Evaluating the effects of failures Ranking the severity of effects FMEA helps prioritize maintenance tasks. It focuses on critical failures impacting safety, operations, or costs. Teams use FMEA to create detailed failure scenarios. This allows them to develop targeted prevention strategies. Condition Monitoring Condition monitoring tracks equipment health in real time. It uses sensors and data analysis to detect early signs of problems. Common monitoring methods include: Vibration analysis Oil analysis Thermography Ultrasonic testing Illustration: WorkTrek / Source: Icon These techniques can spot issues before they cause functional failures. This allows for timely repairs and prevents unexpected breakdowns. Condition monitoring supports predictive maintenance. It helps schedule repairs based on actual equipment conditions rather than fixed time intervals. Failure Finding and Detective Maintenance Failure-finding tasks check for hidden problems in standby equipment. Since these items don't run constantly, failures may go unnoticed. Examples include: Testing backup generators Checking emergency systems Inspecting fire suppression equipment Detective maintenance aims to find and fix issues before they're needed in an emergency. It's crucial for safety-critical systems. Regular checks ensure standby equipment will work when required. This improves overall system reliability. Time-Based Maintenance Time-based maintenance involves regular, scheduled tasks. It's used when wear is predictable or when regulations require fixed intervals. Examples include: Oil changes every 5,000 miles Annual safety inspections Monthly lubrication of bearings This approach works well for simple, non-critical components. It's less effective for complex systems with multiple failure modes. Time-based tasks are often combined with other RCM techniques to create a comprehensive maintenance strategy tailored to each asset's needs. Summary In summary, Reliability-Centered Maintenance (RCM) is a powerful tool to get the most out of your equipment. Based on a deep understanding of how each asset works and what causes it to fail, RCM enables you to make data-driven decisions that extend equipment life and safety. RCM improves operational efficiency and aligns with your business goals for long-term success when implemented correctly. Whether in aviation, manufacturing, or energy, RCM is a must-have tool for companies that want to optimize their maintenance and continuous improvement.

Compliance & Control

What is 5S Principal for Maintenance

The 5S principle is a key part of lean manufacturing and maintenance practices. It helps create clean, organized workspaces that boost safety and efficiency. The 5S system stands for Sort, Set in Order, Shine, Standardize, and Sustain - five steps that improve workplace organization and productivity. This method can make a big difference in maintenance work. Technicians save time and avoid mistakes by keeping tools and parts tidy and easy to find. A well-organized workspace also helps catch small issues before they become big problems, leading to less downtime and better-quality work. The 5S approach pairs well with other systems like Total Productive Maintenance (TPM). Together, they create a culture of ongoing improvement in maintenance teams. This helps companies stay competitive and meet high standards for safety and quality. Listen to this Article History and Evolution of 5S The 5S system, which has its roots in post-World War II Japan, has spread globally as a key part of lean manufacturing. It has changed how companies organize workspaces and maintain equipment. Origins in Toyota Production System The 5S method began at Toyota in the 1950s. It was part of the Toyota Production System, which aimed to boost efficiency and quality. Source: Lean Construction The system's five steps all start with "S" in Japanese: Seiri (Sort) Seiton (Set in order) Seiso (Shine) Seiketsu (Standardize) Shitsuke (Sustain) These steps helped Toyota cut waste and improve production. Workers kept their areas clean and organized. This made finding tools easier and spotting problems quicker. Adoption in Lean Manufacturing In the 1980s, 5S became a key part of lean manufacturing. Western companies saw how it helped Japanese firms and started using it, too. 5S fits well with lean ideas like cutting waste and constant improvement (kaizen). It made workplaces safer and more productive, and workers took pride in their clean, organized spaces. Companies found 5S easy to start but hard to keep up with. It required everyone to change their habits, and managers had to lead by example and train staff well. Global Influence By the 1990s, 5S had spread worldwide. It moved beyond factories to offices, hospitals, and schools, and each industry adapted the system to fit its needs. The service sector started using 5S later than manufacturing. However, it found a valuable method for organizing paperwork and digital files. 5S became a foundation for other improvement methods. It often comes before more complex systems are implemented, and many see it as a first step in changing workplace culture. Today, 5S remains popular. It's taught in business schools and used by companies of all sizes. Its simple ideas continue to help organizations work better and safer. The Five Pillars of 5S The First Pillar: Sort (Seiri) Sort, or Seiri in Japanese, is the foundation of the 5S system. It involves identifying and removing unnecessary items from the workspace, which helps reduce clutter and improve efficiency. Eliminating Unnecessary Items Sorting begins with a thorough review of all items in the work area. Workers separate necessary from unnecessary items. They remove anything that's not needed for current operations. This process often reveals hidden problems. It exposes excess inventory, broken tools, and outdated materials. Teams use red tags to mark items for removal or evaluation. Removing unneeded items frees up valuable space. It also makes finding and accessing essential tools and materials easier, leading to improved productivity and reduced waste. Best Practices for Sorting To sort effectively, teams should: Set clear criteria for keeping items Involve all team members in the process Be ruthless in eliminating waste It's important to sort items into categories: Keep: Essential for daily work Store: Needed occasionally Sell/Transfer: Useful elsewhere Scrap: No longer needed Regular sorting sessions help maintain an organized workspace. Teams should schedule these sessions weekly or monthly to ensure the workplace stays clutter-free and efficient. The Second Pillar: Set in Order (Seiton) Set in Order, or Seiton, is about creating an organized workspace where everything has a designated place. This pillar focuses on efficient item arrangement and visual management to boost productivity. Organizing Tools and Equipment Set in Order aims to create a logical layout for tools and equipment. Each item gets a specific spot based on how often it's used. Frequently used tools are placed within easy reach, and less common items go in less accessible areas. A key part of organizing is using clear labels and markings. This helps workers quickly find what they need. Color coding is another helpful method. It can group similar items or show where things belong. Source: WorkTrek Storage solutions play a big role in Set in Order. Examples include: Tool cabinets Pegboards Drawer organizers Shelving units These keep items tidy and easy to locate. Use of Visual Management Visual management makes the workspace more efficient. It uses visual cues to convey information quickly, reducing errors and saving time. A popular visual management tool is the shadow board. It shows the outline of each tool, making it clear where items should be returned. This ensures tools are always in their proper place. Other visual management techniques include: Floor markings to show walkways and work areas Colored bins for different types of materials Visual displays of work instructions or safety rules These visual aids help maintain order and improve workflow efficiency. The Third Pillar: Shine (Seiso) Shine (Seiso) focuses on keeping the workplace clean and tidy. It promotes a safe, efficient environment and helps spot potential issues early. Routine Cleaning and Maintenance Shine involves regular cleaning of workspaces, tools, and equipment. This step goes beyond simple tidying. It includes deep cleaning and inspection of all areas. Workers should clean their areas daily. This habit creates pride in the workspace. It also helps them spot problems quickly. Source: WorkTrek A cleaning checklist can be useful. It ensures no area is missed. The list might include: Sweeping floors Wiping down machines Cleaning windows Emptying trash bins Regular cleaning makes the workplace safer. It reduces accidents from spills or clutter. The Role of Cleaning in Preventive Maintenance Cleaning is a key part of preventive maintenance. As workers clean, they can check for signs of wear or damage. This helps catch issues before they become big problems. For example, wiping down a machine might reveal a small oil leak. Finding this early can prevent a major breakdown later. Cleaning also extends equipment life. Dust and dirt can cause parts to wear faster, and regular cleaning helps machines run smoothly for longer. A clean workspace makes it easier to spot when something is wrong. If a tool is missing or out of place, it's more noticeable in a tidy area. The Fourth Pillar: Standardize (Seiketsu) Standardize (Seiketsu) builds on the first three pillars to create lasting change. It sets clear rules and expectations for maintaining a clean, organized workspace. Developing Standard Operating Procedures Standard operating procedures (SOPs) are key to the Standardize pillar. They spell out the best ways to do tasks and keep things in order. SOPs ensure everyone follows the same steps, reducing mistakes and wasted time. Good SOPs are clear and easy to follow. To make SOPs: Watch how tasks are done now Find the quickest, safest way Write down each step Test the steps and fix any issues Train workers on the new SOPs Update SOPs when better ways are found. This helps a company keep getting better over time. Visual Controls and Shadow Boards Visual controls make it easy to see if things are where they should be. They help keep the workplace tidy without much effort. Shadow boards are a great visual control. They show the outline of each tool, so it's clear where everything goes. Other visual controls include: Color-coding for different areas or tasks Floor markings to show where things belong Signs that explain procedures or safety rules These tools make it simple to spot when something is out of place. Workers can quickly fix minor issues before they become big problems. Visual controls also help new workers learn the system quickly. They can see how things should look at a glance. The Fifth Pillar: Sustain (Shitsuke) Sustain, or Shitsuke in Japanese is the final step in the 5S process. It focuses on keeping the other 4S practices going strong. This pillar aims to make 5S a normal part of daily work. Creating a Culture of Discipline Sustain means making 5S a habit. Workers must follow the new rules without being told, which takes time and effort. Leaders should set a good example by following 5S practices themselves. Illustration: WorkTrek / Quote: Lean Construction  Training is key. Regular classes help workers remember the 5S steps. Clear signs and posters can serve as reminders. Rewards for good 5S habits can boost employee morale. Teams should meet often to discuss 5S. This keeps everyone on the same page and shows that 5S is important to the company. Continuous Monitoring and Improvement To keep 5S going, teams need to check their work. Regular audits help spot areas that need work, and these checks should happen on a set schedule. Using key performance indicators (KPIs) can show if 5S is working. Some KPIs might be: Time saved Fewer accidents Less waste Higher output Teams should set goals for these KPIs. They can then work to beat their old scores. This creates a spirit of friendly competition. It's vital to act on audit results. Quick fixes show that the company takes 5S seriously, helping create a culture of continuous improvement. Implementing 5S in Maintenance Implementing 5S in maintenance involves a structured approach to workplace organization and efficiency. This process includes assessing current conditions, planning the implementation, taking practical steps, and training employees. Initial Assessment To start implementing 5S in maintenance, a thorough evaluation of the current workplace is crucial. This assessment helps identify areas that need improvement. Teams should examine tool storage, equipment layout, and overall workspace organization. They can create a checklist to document issues like clutter, inefficient storage, or safety hazards. Taking photos of problem areas can provide visual references for before-and-after comparisons. This step establishes a baseline for measuring future progress. Strategizing the Implementation Process After the assessment, maintenance teams need to develop a clear strategy for 5S implementation. This plan should outline specific goals, timelines, and responsibilities. Key steps include: Defining roles for team members Setting measurable targets Creating a timeline for each 5S phase Allocating resources for necessary changes Implementing 5S principles requires careful planning to ensure success. Teams should prioritize areas that will have the most significant impact on efficiency and safety. Practical Steps for Implementation Implementing 5S in maintenance involves concrete actions for each of the five steps: Sort: Remove unnecessary items from the workspace. Set in Order: Organize tools and equipment for easy access. Shine: Clean the area and maintain cleanliness. Standardize: Create procedures for maintaining the first three S's. Sustain: Develop habits to keep the system in place. Teams should start with one area or department as a pilot project. This approach allows for testing and refining the process before expanding to other areas. Regular audits help track progress and identify areas for improvement. Using visual aids like color-coding or labels can reinforce the new organization system. Training and Engaging the Workforce Employee training is vital for successful 5S implementation in maintenance. All staff should understand the principles and benefits of 5S. Illustration: WorkTrek / Source: Forbes Training programs should cover: Basic 5S concepts Specific roles and responsibilities Proper use of new organization systems Importance of sustaining the changes Engaging employees in the process fosters ownership and commitment. Encourage suggestions for improvement and recognize team members who contribute to the 5S efforts. Regular meetings and updates keep everyone informed about progress and upcoming changes. This ongoing communication helps maintain momentum and enthusiasm for the 5S system. Benefits of Integrating 5S The 5S system brings many advantages to maintenance operations. It enhances safety, boosts efficiency, and drives operational excellence. Enhanced Safety and Reduced Hazards 5S practices lead to safer workplaces. Proper organization removes clutter that can cause trips and falls. Clear labeling of tools and equipment prevents misuse and accidents. Regular cleaning helps spot potential dangers early. 5S creates a culture of safety awareness. Workers become more mindful of their surroundings. They take an active role in keeping the workspace safe. Reduced clutter means fewer fire hazards. It also improves emergency response times, as clear pathways allow for quick evacuations if needed. Improved Workspace Efficiency A well-organized workspace boosts productivity. Workers spend less time searching for tools and materials, and everything has a designated place. 5S streamlines processes by removing unnecessary items. This creates more space for value-adding activities. Visual management techniques make work easier. Color-coding and clear labels speed up task completion. Standardized work areas reduce errors. They also train new staff more quickly and effectively. Regular cleaning and organizing become part of the routine. This ongoing effort maintains efficiency gains over time. Operational Excellence 5S forms a foundation for broader operational improvements. It instills discipline and attention to detail in the workforce. The system promotes a culture of continuous improvement. Workers are encouraged to spot and solve problems. 5S supports other lean initiatives like Total Productive Maintenance (TPM). It creates a clean, organized base for implementing advanced techniques. Illustration: WorkTrek / Data: Lean Manufacturing Implentation and Progress Measurement Quality improves as errors and defects become more visible. Clean, orderly workspaces make it easier to spot issues early. The 5S system also boosts employee morale. A well-maintained workplace shows respect for workers and their efforts. Challenges and Solutions in 5S Implementing 5S in maintenance faces several roadblocks. These issues range from employee resistance to lack of leadership support. Effective strategies can help overcome these challenges and lead to successful 5S adoption. Common Roadblocks to Successful Implementation Many organizations struggle with employee engagement when introducing 5S. Workers may resist change or fail to see the new system's benefits. A lack of consistent leadership support can also hinder progress. Time constraints often pose a challenge. Daily tasks may overwhelm maintenance teams, leaving little time for 5S activities. This can lead to incomplete implementation or backsliding into old habits. Source: WorkTrek Inadequate training is another common issue. Without proper education, staff may misunderstand 5S principles or apply them incorrectly. This can result in ineffective practices and frustration. Budget limitations can also impede 5S efforts. Proper storage solutions and cleaning supplies require investment, which some organizations may be reluctant to make. Strategies to Overcome Challenges Clear communication is key to overcoming resistance. Leaders should explain the benefits of 5S and how it will improve work conditions. Regular updates on progress can help maintain momentum. Creating a dedicated 5S team can address time constraints. This group can focus on implementation and support other staff members. Setting aside specific time for 5S activities also helps prioritize the process. Comprehensive training programs are essential. These should cover both the theory and practical application of 5S principles. Hands-on workshops can reinforce learning and build confidence. Start with small, high-impact projects to demonstrate value. This can help justify further investment in 5S initiatives. Gradual implementation also allows for budget allocation over time. Regular audits and recognition programs can sustain engagement. Celebrating successes, big and small, encourages continued participation and improvement. Measuring 5S Performance Tracking 5S performance is crucial for maintenance teams. It helps identify areas for improvement and ensures the system works well. Regular checks and clear goals are key parts of this process. Defining Key Performance Indicators Key Performance Indicators (KPIs) are vital for measuring 5S success. These metrics show how well a team follows 5S rules. Common KPIs include: • Time saved in finding tools • Reduced accident • Increased productivity • Improved quality of work Source: WorkTrek Teams should pick KPIs that fit their goals. For example, a factory might track how long it takes to find specific parts, or an office could measure desk cleanliness scores. It's best to start with a few key metrics. This makes it easier to focus on what matters most. As the 5S system grows, teams can add more KPIs. Regular Audits and Assessments Audits help maintain 5S standards over time. They should happen often, such as weekly or monthly. During an audit, a team checks each area against a set list. A good audit form includes: • Scores for each 5S step (Sort, Set, Shine, Standardize, Sustain) • Space for comments • Photos of good and bad examples • Action items for improvement Audits support continuous improvement by finding weak spots and showing which areas are doing well. This information helps teams know where to focus their efforts. It's important to share audit results with all workers. This keeps everyone informed and motivated to keep up good 5S habits. 5S Beyond Maintenance The 5S principles extend far beyond just maintenance. These lean practices can improve many areas of an organization and help build a culture of continuous improvement. Application in Other Organizational Areas 5S can benefit many departments outside of maintenance. In offices, 5S helps organize workspaces and digital files. This boosts productivity and reduces wasted time searching for documents. Manufacturing areas use 5S to streamline production lines and reduce waste. Warehouses apply 5S to improve inventory management and order fulfillment. Even customer-facing areas like retail stores use 5S. It keeps shelves stocked and organized, improving the shopping experience. Healthcare facilities implement 5S to maintain cleanliness and efficiency. This is crucial for patient safety and care quality. Building a Lean Culture 5S serves as a foundation for creating a lean organizational culture. It instills discipline and standardization across all levels. Regular 5S audits keep everyone accountable. This builds habits that support continuous improvement efforts. Visual management tools from 5S, like color coding and labels, make problems visible. Employees can quickly spot and fix issues. 5S encourages employee engagement. Workers take ownership of their work areas and suggest improvements. This bottom-up approach drives innovation and efficiency. Leaders must model 5S behaviors to reinforce their importance. When management commits to 5S, it shows the entire organization its value. Advanced 5S Tools and Techniques Two key approaches help take 5S to the next level in maintenance settings. These methods use data and teamwork to boost equipment reliability and streamline maintenance tasks. Total Productive Maintenance (TPM) TPM is a system that aims to maximize equipment effectiveness. It involves operators and maintenance staff working together to keep machines running smoothly. Illustration: WorkTrek / Data: Dynaway TPM has eight pillars: Autonomous maintenance Planned maintenance Quality maintenance Focused improvement Early equipment management Training and education Safety, health, and environment TPM in administration Source: WorkTrek These pillars help reduce equipment failures and boost productivity. TPM empowers operators to handle basic upkeep tasks, freeing up maintenance teams for more complex work. Computerized Maintenance Management Systems (CMMS) CMMS software helps track and manage maintenance activities. It stores data on equipment, spare parts, and work orders. This digital tool makes it easier to plan and schedule maintenance tasks. Key features of CMMS include: Asset tracking Source: WorkTrek Work order management Source: WorkTrek Preventive maintenance scheduling Source: WorkTrek Inventory control Source: WorkTrek Reporting and analytics Source: WorkTrek CMMS helps maintenance teams work more efficiently. It reduces downtime by catching issues early. The system also provides data to make better equipment care and replacement decisions. Future Trends in 5S and Maintenance Innovation and technology shape the future of 5S and maintenance. These advancements aim to boost efficiency and streamline processes in workplaces. Innovation and Evolving Practices New approaches to 5S are emerging to meet changing workplace needs. Companies are adapting 5S principles to fit remote and hybrid work models, including digital organization tools and virtual workplace standards. Lean maintenance practices are evolving to reduce costs and improve quality. Predictive maintenance, which uses data to forecast equipment needs before problems occur, is gaining traction. Sustainability is becoming a key focus in 5S practices. Companies integrate eco-friendly methods into their sorting, setting, and shining processes. The Role of Technology in 5S Technology is transforming how organizations implement and maintain 5S principles. Smart sensors and Internet of Things (IoT) devices are being used to monitor workplace conditions and equipment status in real time. Artificial intelligence and machine learning algorithms are helping to optimize maintenance schedules and identify areas for improvement in 5S practices. Virtual and augmented reality tools are used for 5S training and to visualize optimal workplace layouts. These technologies make it easier for employees to understand and apply 5S concepts. Mobile apps and cloud-based platforms are streamlining 5S audits and documentation processes, allowing for quicker issue identification and resolution.

Operations & Maintenance

Best Practices for Maintenance Shop Layouts

Designing effective maintenance shop layouts can enhance efficiency and productivity. This guide covers linear, U-shaped, and Cellular layouts and offers key considerations and best practices for creating an optimal workspace for your needs. [ez-toc] Listen to this Article Choosing the Right Layout for Your Maintenance Shop Selecting the ideal configuration for your maintenance shop can significantly impact your team's productivity and efficiency. Illustration: WorkTrek / Quote: HP Reliability Customize this setup based on your industry's particular demands and the nature of the tasks at hand. A practical layout maximizes space utilization, facilitates workflow management, and promotes a safe working environment. Layout Types Various layouts are utilized in maintenance shops, each offering distinct benefits. This segment will delve into three widespread arrangements: linear, U-shaped, and Cellular configurations. Comprehending their strengths and limitations lets you choose a design that effectively complements your facility’s maintenance operations. Choosing an appropriate layout entails assessing several factors, such as available space within your shop, equipment being operated by staff members, and routine tasks performed there. A closer look at individual layouts’ specifics is instrumental in pinpointing which one best suits your organization. 1. Linear Layout A linear layout suits maintenance shops that carry out tasks in sequence well. It fosters a direct and efficient workflow, letting maintenance personnel proceed from one task to the subsequent ones without retracing their steps. Source: International Journal of Advanced Robotic Systems   The arrangement of workstations in a straight line helps utilize vertical space optimally while keeping tools and equipment within easy reach. Such an arrangement is especially beneficial for shops dealing with repetitive tasks that need an uninterrupted pathway for conducting maintenance work efficiently. 2. U-Shaped Layout A U-shaped configuration is ideal for small to medium maintenance shops. It offers a compact and efficient design. Tools and equipment are placed in a central position, making them easily accessible from various locations within the shop. Source: Webstaurant Store This arrangement enables staff to transition swiftly between workstations, increasing flexibility and quick response capabilities. This layout enhances teamwork by promoting improved communication among personnel. With tools and equipment readily available at a moment’s notice for everyone involved in maintenance activities, efficiency is heightened, leading to less downtime and an uptick in overall productivity. 3. Cellular Layout The design of a cellular layout is particularly tailored to meet the unique needs of maintenance shops. It ensures that specific tasks and equipment are accommodated for maximum operational agility. This configuration reduces extraneous movement and improves the efficiency of work processes by assembling related operations into dedicated cells within the workspace. By strategically arranging workstations and machinery into distinct zones, workers can concentrate on tasks with fewer disturbances. This organization fosters an environment where maintenance activities can be carried out more smoothly and proficiently. Considerations for Maintenance Shop Layouts Creating a practical shop layout requires addressing several critical factors that influence the functionality and productivity of your business operations. Focusing on efficient space utilization, streamlining workflow processes, and implementing safety protocols can significantly bolster a work environment that promotes proficient task execution by staff. Optimizing available space can ensure your shop has ample capacity for housing all essential tools, equipment, and inventory without appearing overcrowded. Efficient organization minimizes the time spent searching and enhances overall orderliness. Refine Workflows Refining workflow efficiency involves structuring a floor plan conducive to seamless activity transitions. Situating storage centrally and categorizing components according to how often they are used helps reduce unnecessary movement while improving item reachability. Source: WorkTrek Finally, prioritizing safety precautions is critical in safeguarding employees and maintaining a secure operational setting. Thorough risk evaluations should be performed regularly to reduce potential risks. Clear signage and labels should be maintained throughout the premises, and rigorous standard operating procedures should be implemented. Space Utilization Leveraging vertical space offers a practical approach to boosting storage efficiency while preserving essential ground areas. High-density storage options like stackable bins and modular cabinets can significantly improve the capacity within constrained storage zones. Assessing cubic space's three-dimensional aspects lets you maximize your available storage region. Implementing streamlined modular storage solutions helps arrange inventory in a well-ordered fashion, facilitating the process for staff members when they need to find and retrieve tools and equipment for maintenance tasks. Workflow Efficiency Create an efficient workflow. This can lead to a logical arrangement that facilitates the smooth transition from receiving parts to dispatching them after task completion. A centralized stock room is beneficial for efficiency as it simplifies access and reduces travel time within the shop. This setup aids staff in quickly locating and obtaining essential tools and components required for maintenance. The strategic organization of specialized equipment can significantly streamline shop operations. Stock Position Positioning items regularly near the stock room's entrance reduces unnecessary movement throughout the space, leading to considerable time savings. Inviting employee input about workflow can help pinpoint areas for improvement and cultivate an environment committed to ongoing refinement. Safety Measures Illustration: WorkTrek / Quote: Safeopedia Safety should not be ignored. Before determining the final storage setup, it’s crucial to perform an in-depth risk assessment to uncover potential dangers and allow for the integration of necessary precautions. Maintaining clear identification and proper organization through signage helps staff quickly find equipment and tools while informing them about potential safety hazards. The application of cautionary labels on cabinets containing hazardous materials and prominent 5S directional signs dramatically improves security within the storage area. Organizing Workstations and Storage Solutions Focus on creating an organized working environment. Such an environment enables maintenance staff to carry out their duties more efficiently, reducing unnecessary operational halts and boosting overall productivity. Discussions will center on organizing tools, managing spare parts inventory effectively, and strategically positioning specialized equipment within the shop. The arrangement of tools so that they are readily identifiable and accessible by maintenance personnel can significantly streamline tasks. Implementing uniform labeling systems and consistent inventory tracking strategies increases this aspect’s efficacy. Spare Parts Management Manage spare parts through orderly storage practices. Implementing technological advancements such as barcoding systems helps preserve the ready availability of necessary components. Routine audits support keeping precise records of all items stored within the inventory. Access to Protective Gear Lastly, thoughtful space allocation for specialized machinery improves workflow dynamics while ensuring essential personal protective gear remains easily accessible for staff members in various upkeep activities throughout the shop. Tool Organization Just like in your garage, organize tools in the storeroom so they are easy to find. Clear inventory and clearly labeled tools allow staff to identify and access the necessary tools quickly. Adopting uniform inventory tracking methods simplifies the inclusion of new items while maintaining record accuracy. Utilizing storage solutions such as small parts bins and adaptable systems enables efficient use of storage space by organizing tools to reduce time spent searching for them. By adopting labeling best practices and standardization, you maintain an orderly shop environment, translating into less time spent looking for equipment and more time dedicated to carrying out maintenance tasks. Barcodes Source: WorkTrek Integrating a barcoding system diminishes the likelihood of retrieving an incorrect part, streamlining the inventory process and ensuring that the right parts are readily available. To achieve optimal results, this should be paired with proficient management techniques. Ordering Spare Parts Position items needed frequently nearest to the retrieval area. This reduces the time required to search for components. Implementing a robust spare parts system featuring organized storage solutions and a well-structured method of tracking inventory data guarantees quick accessibility and neat organization. Conducting regular audits helps keep inventory records precise, which assists in managing large quantities of spare parts linked with work orders without causing any disarray. Continuously evaluating and refining your inventory procedures permits adjustments that align with operational shifts while preventing outdated methods from impeding efficiency levels. Specialized Equipment Placement If you are using specialized equipment, place them strategically within the workplace. This allows maintenance technicians easy access to the equipment. By categorizing bearings and related parts according to type and size, coupled with clear identification of Bill of Materials (BOMs), the selection is expedited, minimizing the required inventory. Correct equipment labeling and deliberate placement result in more streamlined maintenance activities and an orderly shop environment. Training Maintenance Personnel Frequent training workshops help employees become well-acquainted with the protocols and are reminded of optimal methods. Random inspections pinpoint areas that require enhancement and remedy any deficiencies in understanding or execution. Maintaining a steady education schedule fosters a culture of perpetual advancement and compliance with established norms. This approach boosts efficiency while securing safe and effective operational performance, diminishing the likelihood of mistakes and mishaps. Enhancing Inventory Management and Control Implementing a secured storage area alongside inventory management software substantially improves stock oversight and regulation. This segment focuses on computerized systems that handle inventories, periodic cycle counting practices, and administering vital spare parts. CMMS systems like WorkTrek, designated for handling inventory, provide instantaneous updates regarding stock levels and their allocation, facilitating strategic decisions while avoiding excesses or shortages in supply.Source: WorkTrek Regular cycle counts help promptly identify discrepancies in inventory records, ensuring accuracy in record-keeping and consistent control over inventory scheduling. The organization of critical spares by how frequently they’re used, coupled with routine audits, helps guarantee the accessibility of necessary components when required without delay. Digital Inventory Systems Modern maintenance shops heavily rely on digital inventory systems for effective operation. These centralized systems facilitate the immediate tracking of inventory movements and stock quantities, which supports decision-making in managing inventories adeptly. Most organizations integrate an inventory module within their Computerized Maintenance Management System (CMMS) to bolster management efficiency and oversight. Source: WorkTrek Adopting methods such as barcode scanning coupled with consistent updates is essential to maintaining accurate stock levels. These practices help ensure that purchasing personnel receive prompt alerts when the quantity of items dips below pre-established minimums to trigger restocking activities. Cycle Counting Cycle counting can help keep inventory records accurate. Its objective is to identify and rectify any inconsistencies within the inventory, guaranteeing that the information accurately reflects the current status. Source: WorkTrek The rate at which cycle counts are performed should align with the significance and cost of specific items, meaning those more vital components may be counted more regularly. This method ensures that a company’s inventory remains correct by consistently verifying and refreshing data on stock levels. Such diligence fosters streamlined maintenance operations by relying on dependable record-keeping for effective resource management. Managing Critical Spares Managing critical spare parts should be a high priority on your list. You should also keep accurate counts and log all items. Before maintenance personnel can remove an item, it must be accurately logged into the stock system for precise inventory control and record-keeping. A CMMS system can automate this process. Source: WorkTrek Preparing necessary parts for scheduled preventive maintenance enables the maintenance team to operate more effectively while diminishing the likelihood of equipment failure. Continuous Improvement Establish a culture that promotes ongoing enhancement of the process. Establish specific Standard Operating Procedures (SOPs) to meet your shop's unique needs. Ensuring that all maintenance personnel receive thorough training, guaranteeing uniformity in procedure execution. Routinely assessing and refreshing SOPs to ensure their continued efficacy and alignment with changing operational demands. Listen to feedback from maintenance team members and implement suggestions. Motivating team members to take an active role in pinpointing areas for advancement and applying upgrades to improve operational effectiveness. Summary In summary, the design of the maintenance shop is key to utilizing the space, workflow, and safety. A strategic layout that uses every inch and has workstations alongside storage solutions will give your maintenance team a safe and productive environment. Following standard operating procedures and maintaining organization through regular upkeep, incremental improvements, and monitoring will keep your maintenance standards high. Remember that a streamlined maintenance shop is an ongoing process—regular reviews are needed as new requirements or best practices change. Having a culture of continuous improvement and involving your maintenance team in this will help them work together to manage the workshop area safely, putting any business on the road to long-term success.  

Operations & Maintenance

Optimize Maintenance Storeroom Operations

Many organizations struggle with inefficiencies due to poor parts maintenance and storeroom operations, leading to frequent production delays, equipment downtime, and higher costs. Without a well-organized system, companies risk overstocking, understocking, or not having critical components when needed. This results in lost productivity, increased maintenance expenses, and staff frustration. Implementing a streamlined Parts Maintenance Storeroom operation ensures that parts are available when needed, reduces downtime, minimizes waste, boosts productivity, and optimizes inventory control. Illustration: WorkTrek / Data: Maintenance Innovators Listen to this Article Fundamentals of Maintenance Storeroom Operations In our experience working with various customers across industries, we've found that a well-run maintenance storeroom can keep operations flowing smoothly. It helps prevent downtime and ensures repairs happen quickly. Defining the Maintenance Storeroom A maintenance storeroom is a dedicated space for storing parts and tools needed for equipment repairs. It houses items like spare parts, lubricants, and specialized tools. The storeroom serves as a central hub for maintenance teams. It allows quick access to needed materials, and proper organization can help the team quickly find the necessary parts. Key features of a maintenance storeroom include: Shelving and storage systems Inventory tracking tools Safety equipment Clear labeling A well-designed storeroom layout improves workflow. It reduces search time and boosts productivity. The Importance of Efficiency and Reliability Efficient storeroom operations can keep equipment running smoothly. They help avoid costly downtime and production delays. Reliable storerooms ensure parts are available when needed. This allows for faster repairs and less equipment downtime. Implementing a CMMS system like WorkTrek, can help you improve your storeroom operations. You can view all inventory on hand and, more importantly, set automated low-stock alerts. Benefits of an efficient storeroom: Reduced maintenance costs Improved equipment uptime Better inventory control Increased worker productivity Using technology like barcode scanners can boost accuracy. It helps track inventory levels and usage patterns. Regular audits keep stock levels accurate. This prevents shortages of critical parts. Strategies for Storeroom Optimization Illustration: WorkTrek Effective storeroom management boosts maintenance efficiency and cuts costs. Key strategies focus on inventory control, ongoing improvements, and proven methods. Inventory Management Essentials Inventory accuracy can smooth storeroom operations. Tracking parts using barcoding or RFID systems helps avoid stockouts and excess inventory. Set up a clear labeling system. Group similar items together. This makes it easier to find parts quickly. Implement a cycle counting program. Regular checks keep inventory records up-to-date. Aim to count high-value or fast-moving items more often. Use min/max levels for each part. This helps automate reordering and ensures you have enough stock without wasting money on inventory. Implementing Continuous Improvement Create a feedback loop with maintenance staff. They can spot issues and suggest fixes, helping refine processes over time. Track key metrics, such as stock turnover and stockout rates. Use this data to spot trends and make smart changes. Regularly train staff on best practices. This keeps everyone up-to-date and working efficiently. Look for ways to cut waste. This might mean finding better suppliers or adjusting order quantities. Try new ideas on a small scale first. If they work, roll them out more widely. Employing the Best Practices Build a strong storeroom team. Assign clear roles and responsibilities. This helps ensure smooth operations. Use a computerized maintenance management system (CMMS). It can track inventory, schedule maintenance, and generate reports. Optimize your storeroom layout. Put fast-moving items in easy-to-reach spots. Use vertical space with shelving and racks. Set up a system for handling urgent parts requests. This helps avoid delays in critical repairs. Work closely with suppliers. Good relationships can lead to better prices and faster deliveries. Maintenance Storeroom Layout and Organization A well-designed maintenance storeroom improves efficiency and reduces downtime. Good layout and organization make finding parts quick and easy, saving maintenance teams time and money. Effective Layout Planning                                   Illustration: WorkTrek Efficient storeroom layouts maximize space and minimize part retrieval time. Start by grouping similar items. Put frequently used parts near the entrance. Store heavy items at waist level to prevent injuries. Use clear aisles for easy movement. Label shelves and bins. Create a map of the storeroom for quick reference. Consider workflow when planning. Place receiving and shipping areas near doors. Set up workstations for tasks like part kitting. Organizational Systems for Storerooms A good system keeps parts organized and easy to find. Use a mix of methods: Alphabetical order for small parts Numerical systems for larger inventories Color-coding for quick visual identification Illustration: WorkTrek Implement 5S principles in the storeroom: Sort: Remove unnecessary items Set in order: Arrange parts logically Shine: Keep the area clean Standardize: Create consistent procedures Sustain: Maintain the system Use barcode labels or RFID tags to track parts. This improves accuracy and speeds up inventory checks. Storage Solutions and Accessibility Choose storage options that fit your needs: Shelving units for small to medium parts Pallet racks for large or heavy items Drawer systems for tiny components Vertical lift modules for space-saving storage Ensure good visibility of stored items. Where possible, use clear plastic bins or open shelving. Install proper lighting throughout the storeroom. Make frequently used parts easily accessible. Use ergonomic designs to reduce strain on workers. Consider mobile storage solutions for flexibility. Implement a check-out system to track part usage. This helps maintain accurate inventory levels and prevents stockouts. Inventory Control and Maintenance Good inventory control helps keep costs down and parts available. It involves tracking stock levels, checking accuracy, and managing storage costs. Utilizing a CMMS like WorkTrek you can set triggers when spare parts run low. You can also run reports to get up-to-date status on all spare parts in the organization. Inventory Levels and Stocking Proper stocking ensures parts are ready when needed. Too much stock ties up money, while too little causes delays. Set minimum and maximum levels for each item. Use past usage data and lead times to decide amounts. Keep fast-moving parts well-stocked. Order slow movers only as needed. Source: WorkTrek Consider safety stock for critical items. This extra inventory prevents stockouts during demand spikes or supply issues. Review stock levels often. Adjust as maintenance needs change. Watch for obsolete parts and phase them out when equipment is upgraded. Cycle Counting and Audits Regular checks keep inventory records accurate. Cycle counting means counting a portion of stock each day or week. Focus on high-value or critical items first. Count them more often. Use ABC analysis to group items by importance. Compare physical counts to system records. Fix any differences right away. Look for patterns in errors to improve processes. Do full audits yearly. This checks all inventory at once. It takes more time but catches issues that cycle counts might miss. Use barcodes or RFID tags to speed up counting. These reduce human error, too. Managing Carrying Costs Carrying costs are expenses for holding inventory. They include storage space, insurance, and lost investment chances. Organization of the storeroom can cut storage costs. Use vertical space with proper shelving and group similar items together. Track expiration dates to avoid waste. Rotate stock to use the oldest items first. Consider vendor-managed inventory for some parts. The supplier keeps track and restocks as needed. This can lower your carrying costs. Look at which parts are used the least. Can they be ordered just in time instead of stocked? This frees up space and money. Tools and Technologies for Storeroom Management Source: WorkTrek Modern storeroom management relies on specialized tools and technologies. These systems help track inventory, automate processes, and improve efficiency. Let's explore some key technologies used in maintenance parts storerooms. Computerized Maintenance Management System (CMMS) A CMMS is a powerful tool for managing maintenance operations. It helps track parts, schedule maintenance, and manage work orders. CMMS software can: Monitor inventory levels Generate reports on parts usage Create purchase orders automatically Track equipment maintenance history Source: WorkTrek This system connects different aspects of maintenance work. It allows managers to make data-driven decisions about inventory levels and part replacements. Inventory Tracking Systems Effective inventory tracking is crucial for storeroom management. Modern systems use barcodes or RFID tags to track parts. These technologies offer several benefits: Real-time inventory updates Reduced manual counting errors Easy location of parts in the storeroom Improved accuracy in stock levels Source: WorkTrek Barcode and RFID systems enhance inventory accuracy. They also speed up the process of finding and retrieving parts. Automated Reordering and Labeling Automation streamlines many storeroom tasks. Automated reordering systems can: Monitor stock levels Place orders when inventory is low Adjust order quantities based on usage patterns Automated labeling systems print clear, consistent labels for parts. This improves organization and reduces errors in part identification. These tools work together to create an efficient storeroom. They reduce manual work and improve accuracy in inventory management. Maintenance and Repair Operations (MRO) MRO helps keep facilities running smoothly. It involves managing parts, tools, and equipment to ensure efficient operations and minimize downtime. Integrating MRO into Maintenance Strategy MRO is essential for effective asset management. It helps organizations maintain equipment, handle repairs, and keep operations running. A good MRO strategy includes: Regular equipment checks Timely repairs Proper inventory management Companies should use MRO to reduce waste and lower costs. This can be done by organizing storerooms efficiently and tracking part usage. Using software to manage MRO can improve results. It helps track maintenance schedules, parts inventory, and repair history. Maintenance Budget Considerations Setting an MRO budget requires careful planning. It's important to balance cost control with the need for reliable equipment. Illustration: WorkTrek / Quote: Plant Services Key budget factors include: Equipment age and condition Replacement part costs Labor expenses for repairs MRO spending typically ranges from 6% to 10% of a company's total budget. This can vary based on industry and equipment needs. Investing in preventive maintenance often saves money in the long term. It helps avoid costly breakdowns and extends equipment life. Improving Equipment Reliability Reliable equipment is key to smooth operations. MRO plays a big part in keeping machines running well. Steps to boost reliability: Regular inspections Timely repairs Using quality parts Predictive maintenance can spot issues before they cause breakdowns. This approach uses data to predict when repairs are needed. Training staff on proper equipment use helps, too. It reduces wear and tear, leading to fewer repairs. Keeping detailed maintenance records. It helps identify patterns and improve future maintenance plans. Performance Metrics and Goals Tracking the right metrics and setting clear goals is crucial for optimizing maintenance parts storeroom operations. By focusing on key indicators and targets, managers can drive continuous improvement and efficiency. Key Performance Indicators (KPIs) Mean Time Between Failures (MTBF) is a vital KPI for storeroom management. It measures the average time between equipment breakdowns, helping predict parts needs. The parts turnover rate shows how quickly inventory moves. A higher rate often indicates better storeroom efficiency. Stock-outs track how often requested parts are unavailable. Lower stock-out rates mean better parts availability and less downtime. Inventory accuracy measures how well physical stock matches recorded levels. Higher accuracy leads to more reliable parts management. Other useful KPIs include: Order fill rate Carrying costs Obsolete inventory percentage Setting and Tracking Goals Illustration: WorkTrek / Data: Collato Storeroom excellence requires clear, measurable goals. Managers should set targets for each KPI based on industry benchmarks and company needs. SMART goals work well for storerooms: Specific Measurable Achievable Relevant Time-bound Example goal: "Reduce stock-outs by 25% within six months." Regular stick tests help track progress. These quick checks compare actual performance to goals. Maintenance storeroom management software can automate data collection and reporting, making it easier to monitor KPIs and adjust strategies as needed. Managers should review goals quarterly. They can then update targets based on progress and changing business needs. Personnel and Training Good staff and proper training are key to running a smooth parts storeroom. The right people with the right skills can make a big difference. Let's examine the main parts of managing personnel in a maintenance storeroom. Staffing and Job Requirements Efficient maintenance parts storerooms need skilled workers. Jobs often include inventory managers, parts specialists, and storeroom attendants. Inventory managers should be good with numbers and organizing. They need to know how to use inventory software. Parts specialists must be knowledgeable about different types of parts and be able to find the right part quickly when needed. Storeroom attendants keep the space clean and organized. They also help with receiving and organizing new parts. All staff should be detail-oriented and able to work as a team. Good communication skills are a must for all roles. Comprehensive Employee Training Training can improve the productivity of the storeroom staff. It helps them do their jobs better and safer. New workers should learn about: Parts identification Inventory systems Safety rules Storeroom layout Ongoing training keeps skills sharp. Topics might include: New inventory methods Updates to parts catalogs Improved safety practices Hands-on practice is important. Staff should get chances to use tools and systems in real situations. Cross-training helps, too. When workers know multiple jobs, they can fill in where needed. Standard Operating Procedures (SOPs) SOPs are step-by-step guides for doing tasks. They help keep work consistent and safe. Key areas for SOPs include: Receiving new parts Storing items correctly Picking and issuing parts Conducting inventory counts Handling hazardous materials SOPs should be straightforward to follow. Pictures or diagrams can help explain the steps. It's good to review SOPs regularly. This helps keep them up to date with new practices. Staff should help create and update SOPs. Their input makes the procedures more useful and practical. Operational Excellence in the Storeroom A well-run maintenance parts storeroom boosts efficiency and cuts costs. It provides timely parts access and optimizes inventory levels. Smart practices help storerooms better serve maintenance teams. Storeroom as a Service Provider The storeroom should operate as an internal service provider. It aims to meet maintenance needs quickly and accurately. Staff should be trained in customer service and parts knowledge. Efficient storerooms use technology to streamline processes. Barcode scanners speed up part location and checkout, and inventory management software tracks stock levels in real time. Clear communication is key. Storeroom staff should update technicians on the status of parts. They can suggest alternatives for out-of-stock items. Performance metrics help measure service quality. Track metrics like order fulfillment time and accuracy. Use feedback to continuously improve processes. Managing Parts Availability Keeping the right parts in stock can help maintenance personnel perform their jobs quickly. Too much inventory ties up cash and too little causes delays. A parts inventory planner should analyze usage data. They can set optimal stock levels for each item for storeroom personnel. Critical parts need higher stock levels to prevent downtime. Source: WorkTrek Regular cycle counts improve accuracy. Use ABC analysis to focus on high-value or fast-moving items. This ensures stock records match physical inventory and storage locations are optimized. Build relationships with suppliers. Negotiate lead times and pricing. Consider vendor-managed inventory for some items. This can reduce carrying costs and stockouts. Proactive Measures for Inventory Optimization Preventive maintenance helps predict part needs. Schedule regular equipment checks. This can prevent unexpected breakdowns and emergency part orders. Use data to spot trends in part usage. Look for patterns tied to seasons or production cycles. Adjust stock levels to match demand fluctuations. Consider stocking kits for common repairs. This speeds up maintenance tasks and reduces the risk of forgetting needed parts. When possible, standardize parts across equipment. This reduces the variety of items to stock and simplifies ordering and inventory management. Review obsolete parts regularly. Phase out items for retired equipment. This frees up space and capital for needed inventory.

Operations & Maintenance

Different Types of Maintenance Used in Manufacturing (Detailed Guide)

If you're looking for the most detailed guide on the types of maintenance used in manufacturing, you've come to the right place. In this article, you'll find plenty of information on the different maintenance strategies, including their pros, cons, and when to use them. By the time you’re done reading, you'll have all the knowledge needed to create an effective maintenance plan that slashes costs and boosts production uptime. Let’s get started. 1. Reactive Maintenance Also known as corrective or run-to-failure maintenance, this is the oldest approach to maintenance. Let’s explore some of its subtypes. Breakdown Maintenance As the name implies, breakdown maintenance involves repairing equipment after it breaks down. When people talk about reactive maintenance, this is usually what they mean—the two terms are practically synonymous. However, contrary to popular belief, breakdown upkeep can be both planned and unplanned. Source: WorkTrek That way, if machinery unexpectedly stops working, the staff at least knows the protocol for repairing it. Overall, it’s best to use this approach for non-critical or low-cost equipment and assets that are easy and quick to fix. In that case, the failure doesn’t significantly threaten the operational efficiency or bottom line. However, in manufacturing, where peak productivity really counts, this is a risky strategy. Emergency Maintenance Unlike breakdown maintenance, emergency maintenance is always unplanned. It deals explicitly with urgent situations involving even critical assets where failure severely impacts safety or operational efficiency. Source: Google News With this type of maintenance, there’s no room for waiting. While breakdown maintenance might allow for a slower response time, these repairs require immediate action. This is a worst-case scenario in the manufacturing industry, in which money is lost, time is wasted, and workers’ well-being is endangered. But the reality is that this industry relies on complex systems, especially in heavy manufacturing, which inherently carry higher risks. This means emergencies are bound to happen from time to time. The good news is that the risk can be somewhat minimized with a more proactive approach to maintenance. 2. Proactive Maintenance Reactive maintenance isn’t enough to keep asset health and production pace where needed. That’s why various proactive strategies emerged as an answer to this issue. Preventive Maintenance (PM) Preventive maintenance schedules checkups and upkeep based on predetermined intervals, regardless of an asset's actual condition. It can be either: Time-based Scheduled at regular calendar intervals (daily, weekly, monthly, annually) Usage-based Scheduled based on usage metrics (operating hours, mileage, units produced, etc.)   This is the simplest type of proactive maintenance to plan, schedule, and implement. And in some cases, it can be highly effective. Research shows that when you mix preventive with predictive maintenance, you can dramatically reduce defects and downtime. Illustration: WorkTrek / Data: NCBI However, due to its straightforward nature, this sort of upkeep is often overused or applied to activities and equipment unsuitable for it. This can easily lead to over-maintenance. Therefore, it's best to use a preventive maintenance program for assets with predictable failure patterns and well-defined wear-out ages. Or, you could apply it to equipment with low repair costs and low consequences of failure where slight over- or under-maintenance from time to time won’t hurt too much. Condition-Based Maintenance Condition-based maintenance monitors equipment health and schedules repairs or inspections only when problems are detected. Condition-based maintenance is more data-driven than preventive maintenance. It relies on real-time measurements obtained through visual inspections and other condition-tracking techniques like, for instance, data gathered through various sensors. This type of maintenance is particularly effective in manufacturing settings, as it allows you to avoid equipment issues without the risk of over-maintenance. This directly translates to less unnecessary repair costs, more predictable maintenance schedules, and more uptime. And here’s another reason why condition-based maintenance is so beneficial. Erik Hupje, Founder & Managing Director at Reliability Academy, a company providing coaching on efficient maintenance, compiled various studies on failure modes and uncovered some interesting findings. As it turns out, 70-90% of failure modes are not age-related at all, but completely random. Illustration: WorkTrek / Data: LinkedIn Now, the studies he analyzed are a bit older, but this still is a strong enough indicator that time-based maintenance alone can’t fix everything. Instead, it’s much smarter to blend it with strategies that focus on the actual condition of your assets. Predictive Maintenance (PdM) Predictive maintenance builds upon condition-based maintenance by leveraging advanced techs like AI and IoT to provide even richer information about asset health and predict future issues. Relying on real-time and historical data from various sources, from sensors to ERP or EAM systems, it can deliver exact insights. For large-scale manufacturers with rigorous production standards, this is the go-to approach. Take Toyota, for instance. A new car rolls off the assembly line every minute in their highly efficient factories. To maintain their production pace, downtime has to be virtually non-existent. This is where predictive maintenance plays a large role, says their General Manager, Brandon Haight. Illustration: WorkTrek / Quote: IBM Now, for automotive giants like Toyota, this strategy works great. However, for smaller plants, the upfront investment in technology and the extensive training required to master these systems can be a significant barrier. That’s why it’s best to perform a thorough cost-effectiveness assessment before rolling out such an advanced system. Prescriptive Maintenance (RxM) The most advanced and automated manufacturing environments use prescriptive maintenance. Like predictive maintenance, it forecasts when and where equipment service is needed, but it doesn't stop there. Instead, it suggests specific upkeep activities and operational adjustments to optimize performance. Prescriptive maintenance represents the fifth and final stage in the maintenance maturity timeline. Source: WorkTrek In other words, this is the most advanced approach to maintenance currently available. As such, it’s best suited for assets with very complex failure modes and those absolutely critical for operational efficiency and safety. While this technology is still in its infancy and slowly making its way into manufacturing, there's no doubt it's the next big step toward maximizing equipment reliability and effectiveness. Right now, it may seem still a bit futuristic, but it could soon become the norm. Reliability-Centered Maintenance (RCM) Reliability-Centered Maintenance (RCM) focuses on critical assets and evaluates the consequences of their failure. Based on these evaluations, it identifies potential issues that may compromise functionality and prescribes the appropriate type of upkeep for each asset to ensure reliable performance. This could mean continuous real-time monitoring, periodic inspections, or waiting until the asset breaks down. It all depends on how vital they are for the operations. The assessment criteria for RCM are commonly known as the "7 Questions of RCM": What are the functions and desired performance standards of each asset? How can each asset fail to fulfill its functions? What are the failure modes for each functional failure? What causes each failure mode? What are the consequences of each failure? What actions can be taken to predict or prevent each failure? What should be done if a suitable proactive task cannot be determined? This strategy is beneficial for large-scale operations because it helps prioritize based on asset reliability and criticality. Instead of spreading resources thin across all equipment, RCM lets you focus on the most important assets first, ensuring maximum equipment uptime and cost-effectiveness of your maintenance program. Risk-Based Maintenance (RBM) Risk-Based Maintenance (RBM) prioritizes assets with the highest risks if they fail. It operates based on the following framework: Source: WorkTrek The process begins by analyzing potential risks, ranking them according to their impact and likelihood, and then developing a maintenance plan to mitigate those issues. RBM is similar to RCM in that both approaches help prioritize and empower you to allocate resources more strategically. However, they differ in their core focus. While RCM zeros in on maintaining functionality, RBM minimizes risk front and center. Sure, these two concepts might be somewhat interconnected, but they are not the same. For example, replacing an air compressor on an asset may increase its output (an RCM concern), but the risk of a leak remains unchanged (an RBM concern). Moreover, RCM starts by assessing only critical assets, while RBM evaluates all assets and then determines which ones should be prioritized. Ultimately, both methods can benefit manufacturing, depending on available resources, asset portfolio, and company objectives. Generally, RBM is more suitable for significant safety risks, whereas RCM is preferred when maximizing productivity is the primary goal. 3. Other Maintenance Types There are several other types of maintenance that can’t be strictly categorized as either reactive or proactive. Let’s see what they are. Autonomous Maintenance Autonomous maintenance assigns the responsibility of performing basic service tasks, like lubrication, cleaning, and safety checks, to the primary users of equipment—the operators. This frees up dedicated maintenance personnel to focus on more complex activities while providing operators with greater ownership and responsibility. As a result, overall upkeep effectiveness is improved, as issues are identified more quickly and all assets receive the needed attention. Autonomous maintenance is one of the pillars of Total Productive Maintenance (TPM), an approach developed in Japan in the 1960s. Source: WorkTrek With its main goal of optimizing equipment performance as much as possible, it’s a foundational element of many lean manufacturing environments. Although it requires an initial investment of resources and effort for training and cultural adaptation, autonomous maintenance can significantly reduce downtime and help maintain operational efficiency. It also creates a more engaged workforce that’s invested in the factory’s success. Deferred Maintenance Also referred to as backlog or demand maintenance, deferred maintenance is essentially equipment service that has been postponed. This can be either unplanned or strategic, occurring for various reasons such as: cost control equipment inaccessibility company policies lack of priority parts unavailability While deferring maintenance can help budget adherence and prevent staff from overworking, it often causes more harm than good in the long run. As we’ve already explained, neglecting regular asset upkeep can lead to more unplanned downtime and higher repair costs. Nevertheless, sometimes deferred maintenance is unavoidable. The trick is to be smart about it. Consider borrowing principles from RCM or RBM and perform risk analyses on your assets to determine where this kind of upkeep can be safely applied. This task can be a breeze if you’re using a Computerized Maintenance Management System (CMMS) like WorkTrek. WorkTrek provides instant access to all your asset data, work order histories, service requests, and other relevant documentation for minor repairs and major maintenance activities. Source: WorkTrek It tracks who performed what work, when, how long it took, and which resources were used. WorkTrek also offers a wide range of reports, such as work hours summaries, rates of overdue work orders, asset warranty trackers, and more. Source: WorkTrek All of that empowers you to see the big picture at a glance, which can help you gauge the long-term risks of delaying certain tasks. For instance, you might learn more about the financial implications of deferred maintenance by calculating the potential costs of breakdowns versus the cost of immediate repairs. All in all, there is a time and place for deferred maintenance, especially when the budget is tight. However, make sure to understand the risks before making that call. Shutdown Maintenance Unlike other types, shutdown maintenance involves a halt of entire, or at least a portion of, plant operations. This is maintenance on a grand scale, encompassing multiple assets and lasting for days or even weeks. Yes, shutting down operations can be costly and disruptive, but it’s a necessary investment in your equipment's long-term health and reliability. To minimize the effect of such an operational disruption, careful planning and smart scheduling are a must. Shutdowns are usually timed to have minimal impact on key workflows, like during off-peak periods or at the end of a production cycle. And checklists, like the one you see below, are typically used for planning. Source: Fiix They help ensure all the steps are completed correctly and nothing slips through the cracks. The last thing you want here is to forget to perform a key task. Ultimately, with the right preparation and coordination, this type of maintenance, although often dreaded in manufacturing, doesn’t have to be a headache at all. Conclusion Each of these maintenance types has its unique benefits. But, which one’s the best? Unfortunately, there’s no simple answer to that question. The most effective maintenance plans don’t rely on just one approach but often blend multiple strategies to get the best results. For non-critical assets, reactive maintenance might do the trick. However, you need to be more vigilant and proactive when it comes to vital equipment. So, assess your equipment’s reliability and criticality, understand the risks involved, and prioritize accordingly. With the right asset care, you'll see immediate improvements in your bottom line, productivity, and safety. If you’re ready to choose the right maintenance strategy, follow this process.
choosing a maintenance strategy

Operations & Maintenance

How to Choose the Right Maintenance Strategy in 6 Steps

Maintenance decisions impact many things, from your facility’s efficiency to employee safety and long-term costs. With that in mind, choosing the right strategy to keep maintenance in check can feel overwhelming. But if you’re dealing with that, you’re in the right place. We will walk you through six practical steps to help you make the best decision for your equipment. By the end, it will be easier to select a strategy that maximizes asset performance while keeping costs under control. Let’s get started. 1. Gather Information On All of Your Equipment The first step in choosing the correct maintenance strategy is understanding your equipment inside and out. After all, you can’t maintain what you don’t fully understand. So, identify every piece of equipment, tools, and machinery in your facility. But don’t stop there—take note of each asset's age, condition, usage patterns, and maintenance history. All of this will influence your maintenance strategy. Source: WorkTrek Think of it like this: maintaining equipment that keeps the production line moving isn’t the same as maintaining machinery that’s only used occasionally. For example, if your entire operation depends on a single conveyor system, its breakdown would bring everything to a halt. In contrast, a failure in a rarely-used backup generator wouldn’t be as urgent. Naturally, these two pieces of equipment will need different maintenance strategies. Also, a new piece of equipment and an old one probably won’t need the same maintenance approach. But how do you know which assets are the most critical to maintain beyond the obvious ones? With the help of criticality analysis. Through this analysis, you evaluate each asset based on the cost of failure—not just in terms of money but also safety risks, production delays, and environmental impact. With a criticality score, you can rank your equipment by importance and prioritize maintenance accordingly. Illustration: WorkTrek / Data: Reliable Plant Once you’ve identified your critical assets, ensure everyone is aligned on priorities. What seems minor at the corporate level could have a huge impact on daily operations. Jonathan Trout from Reliable Plant captures this well: On a corporate level, a failure that leads to a loss of $1 million in revenue might be considered minor or moderate, but on an equipment or plant operational level, it might be seen as major. This difference in perspective is why aligning corporate goals with operational realities is key when planning maintenance. Ensuring that both corporate and operational teams agree on what’s critical will help you choose a maintenance strategy that balances company-wide goals with day-to-day needs. Once you've gathered all the information and identified your critical equipment, you're ready for the next step. 2. Evaluate Your Current Maintenance Processes Now examine how maintenance has been handled. To choose the right maintenance strategy, you must understand what’s working, where the gaps are, and where improvements are needed. How can you do that? Start by collecting and analyzing data on equipment availability, downtime, and the causes of asset failures. Ask yourself: How much time and money are you spending on maintenance? Are there areas where downtime is hurting productivity? The more data you gather, the clearer your insights will be. Accurate, up-to-date maintenance data is crucial here. It helps you identify patterns, track performance, and, most importantly, highlight inefficiencies that need fixing. Christopher Wilcox, Maintenance Manager at Univar Solutions, a global chemical and ingredients distributor, explains how data has played a key role in shaping their maintenance strategy: Illustration: WorkTrek / Quote: MaintainX So, how do you gather this data? If you’re using a computerized maintenance management system (CMMS), you’re already a step ahead. A good CMMS stores valuable maintenance data, giving you a clear overview of your maintenance operations. For example, if breakdowns are frequent, historical records in your CMMS can help you spot potential errors in work orders or underlying issues in your process. It uncovers key metrics like mean time between failures (MTBF) and overall equipment effectiveness (OEE), showing how well the equipment performs and where inefficiencies exist. Other metrics include maintenance costs, response times, and failure trends. For example, with WorkTrek, our CMMS solution, you can quickly generate reports on the cost of work orders to get insight into your overall maintenance expenses. Source: WorkTrek By analyzing this data, you can spot patterns and identify where in your maintenance processes changes need to be made to boost efficiency, reduce costs, or improve safety. 3. Define Your Maintenance Goals Now that you’ve identified what isn’t working, it’s time to focus on what you want to achieve with your new maintenance strategy. Do you want to reduce equipment downtime? Cut maintenance costs? Extend the lifespan of your assets? Or perhaps improve safety and compliance? The goals you set will guide your decision on which strategy to choose. For example, if you found that unplanned downtime was a major issue in your facility during the previous step, reducing it should be a top priority. A recent report on industrial maintenance showed that the average cost of one hour of unplanned downtime is about $25,000 per facility. In larger organizations, this can skyrocket to over $500,000. Illustration: WorkTrek / Data: MaintainX If downtime drains your resources, minimizing it must be a key objective. On the other hand, if improving compliance is your main goal, you might focus on stricter, more regular inspections and safety protocols. This ensures your equipment meets regulatory standards. It also means consistently tracking compliance requirements and scheduling timely audits. Or, perhaps, you’ve noticed a pattern where assets aren’t fully utilized, yet you’re still performing scheduled maintenance and replacing parts in good condition. In this case, your goal could be to reduce maintenance costs by choosing a strategy that better aligns with equipment needs. Ultimately, this is the moment to set clear, measurable goals. They will shape your decision on the best strategy moving forward. But first, you need to know which strategies are available. 4. Compare Different Maintenance Methods Once you’ve completed all the prep work, it’s time to explore and compare the different types of maintenance. Each one comes with its own set of pros and cons, so the goal is to find the one that best suits your facility, equipment, and goals. Here’s a simple comparison of key maintenance strategies: Strategy Description Pros Cons Best for Run-to-failure Equipment is fixed or replaced only after it breaks Low upfront cost, minimal planning required High risk of downtime, costly emergency repairs, safety risks Non-critical equipment where downtime isn’t a major issue Preventive maintenance (time/usage-based) Scheduling regular maintenance at fixed intervals or after a set usage period Reduces unexpected breakdowns, improves equipment reliability Can lead to over-maintenance, labor-intensive Equipment with predictable wear patterns or high operational importance Condition-based maintenance Monitors equipment conditions (vibration, oil quality) to schedule maintenance only when needed Avoids unnecessary maintenance, detects early issues Requires monitoring systems, training, and expertise Assets where frequent failures impact production, but conditions can be easily monitored Predictive maintenance Uses real-time data and advanced analytics to predict failures before they happen Minimizes downtime, extends equipment life, reduces unnecessary maintenance High initial investment in sensors, data systems, and skilled staff Critical equipment where downtime is costly, large facilities with significant resources Reliability-centered maintenance (RCM) Combines different strategies based on equipment criticality and reliability analysis Optimizes maintenance for each asset, reduces risks Complex to implement, requires ongoing data collection and skilled personnel Facilities with diverse equipment, where one strategy won’t fit all   When comparing these, it’s also important to assess the costs associated with each. In general, the more monitoring and data-intensive a strategy is, the higher the cost. However, these costs are often offset by the savings from reduced downtime, extended asset life, and fewer emergency repairs. So, in this step, thoroughly compare the strategies and weigh their pros, cons, and costs to determine the best fit. 5. Choose the Right One For You Now that you know your goals and understand the different maintenance strategies, it's time to choose the one (or a combination) that fits your facility best. But before you decide, consider a few key factors: the condition of your equipment, your staff’s skills, and your budget. Now, you should have these basics covered, so it’s all about matching your needs with the right approach. For your non-critical assets, reactive maintenance might be the best option. However, you'll need a more proactive approach—like preventive maintenance for critical assets. If you have a machine that powers your production line, you wouldn’t want to wait for it to fail. And in some industries, preventive maintenance is non-negotiable. Take a food processing plant, for instance—unexpected refrigeration breakdowns would compromise product safety. Scheduling preventive maintenance for these critical systems ensures small issues, like a failing fan, don’t turn into larger, more expensive problems. The great news? Tools like WorkTrek make scheduling preventive maintenance simple. In just a few clicks, you can set preventive maintenance inspections and repairs for your assets, like this turbine generator: Source: WorkTrek This method allows you to catch minor issues before they escalate and make your turbine generator unusable. If you want to be more data-driven, consider condition-based maintenance. This strategy uses real-time monitoring to track the health of your equipment, ensuring maintenance is only performed when necessary. According to Erik Hupjé, founder of the Reliability Academy, condition-based maintenance should be the primary strategy in modern plants. However, you can mix it with time-based preventive maintenance where it makes sense: Illustration: WorkTrek / Quote: Linkedin For instance, if you manage a bunch of air compressors that tend to wear out after a set number of hours, time-based maintenance is perfect for servicing them at regular intervals. This way, you stay cost-effective while preventing unexpected breakdowns. But if you don’t have accurate data, condition-based maintenance would be a better fit because it allows you to monitor the equipment’s actual condition and only service it when needed. If your main goal is to eliminate defects, predictive maintenance might be the way to go. Research shows that facilities using predictive maintenance experience 87.3% fewer defects than those relying on preventive maintenance. Illustration: WorkTrek / Data: NIH This approach uses real-time sensor data and predictive analyses to calculate when equipment will fail, letting you perform maintenance before it happens. At the end of the day, choosing the right strategy is about aligning your maintenance goals with your facility’s specific needs. Whether you opt for a single strategy or mix a few, ensure it fits your budget, equipment, and team capabilities. That way, you’ll get the best performance out of your assets while keeping costs in check. 6. Continuously Improve Your Maintenance Strategy Once the strategy is in place, your job isn’t over. You’ll need to regularly review and adjust it to ensure it delivers the desired results. As equipment ages and operational demands evolve, this step becomes even more critical. Joao Lemos, a maintenance technician and planner with more than 20 years of experience, emphasizes this: Illustration: WorkTrek / Quote: Linkedin So, review the chosen maintenance strategy after a while and ask yourself: Is downtime decreasing? Are maintenance costs lower? Are repairs more efficient? If the answers aren’t affirmative, adjust your approach. For instance, if predictive maintenance isn’t preventing breakdowns, figure out why. It could be due to inaccurate sensor data or aging equipment, and you might need to upgrade your technology. It’s also important to communicate with your maintenance team. They know the equipment best and can provide valuable feedback on whether the strategy works. Persistent issues or inefficiencies reported by technicians are clear signs that you must re-evaluate your process. Therefore, know that choosing the maintenance strategy isn’t a set-and-forget decision. You must continuously monitor, communicate, and adjust your strategy to keep your facility running smoothly and efficiently. Conclusion As you’ve seen, choosing the right maintenance strategy requires careful planning, but it’s well worth the effort. By gathering the right data, setting clear goals, and comparing strategies, you can confidently select a strategy—or a combination of them—that fits your facility’s unique needs and budget. Remember that this shouldn’t be a set-it-and-forget-it thing. Be ready to adjust your strategy to your evolving needs, so you’re always using the most effective methods. Good luck!
maintenance strategy guide featured image

Operations & Maintenance

The Complete Guide to Maintenance Strategy

Are you tired of unexpected equipment breakdowns and all the disruptions they come with? If you are, your maintenance strategy might be lacking, or you might not have one in the first place.  However, a good maintenance strategy can help you avoid costly issues and ensure your equipment stays in good working condition.  Today, we will tell you all you need to know about it.  From why it matters and how it can benefit you to the factors to consider when choosing the right strategy for your facility's needs. Let’s begin.  Maintenance Strategy Defined A maintenance strategy is a plan that guides how you care for the equipment and systems you use daily.  It defines when and how maintenance should happen to keep everything—from machinery, tools, and all other assets—in top shape.  The goal is to prevent breakdowns, minimize downtime, reduce costs, and ensure safety. Source: WorkTrek Various strategies, like scheduling regular checks at set intervals or performing maintenance based on the equipment’s condition, can be used. Each approach is tailored to specific equipment needs and has pros and cons, which we’ll explore later.  But here’s the thing: a maintenance strategy shouldn’t be fixed.  Instead, it depends on your equipment, how it’s used, and the environment it's in. That’s why you need good data on your equipment and some experience to decide on the best strategy—or strategies.  Christopher Wilcox, Maintenance Manager at Univar Solutions, a leading global chemical and ingredient distributor, points this out: Illustration: WorkTrek / Data: MaintainX He further explains that, for instance, you might begin with a preventive maintenance schedule based on manufacturer guidelines.  However, as you gather data, you may discover areas that lead to unplanned maintenance.  This information can help you refine your maintenance schedule, prioritize tasks, and find the best maintenance strategy for your equipment. Why You Need a Good Maintenance Strategy Nothing disrupts productivity faster than equipment failure. When a machine fails unexpectedly, everything stops.  And the cost of such unplanned downtime is staggering.  According to a 2023 ABB survey, unplanned downtime can cost industrial or manufacturing companies an average of $125,000 per hour.  Illustration: WorkTrek / Data: ABB  But as Virve Viitanen, Head of Global Customer Care and Support at ABB Motion Services, points out, the real shock is how frequently unplanned downtime happens. Illustration: WorkTrek / Quote: The Manufacturer And it’s getting worse.  A 2024 report on the state of industrial maintenance found that 30% of companies saw an increase in the cost of unplanned downtime, adding even more pressure to their operations.  This cost isn’t just about fixing broken equipment—it includes lost production, labor, and even penalties for missed deadlines. But here's the good news! A solid maintenance strategy, like preventive maintenance, can catch these potential issues before they become full-blown breakdowns.  The same report confirmed that, in the last 12 months, 45% of companies reported a decrease in unplanned downtime.  So, while the cost of unplanned downtime rises, it’s happening less often.  And for 65% of them, the key reason for less frequent downtime was evolving their maintenance strategy to stay ahead of problems. Illustration: WorkTrek / Data: MaintainX In other words, they moved from a reactive approach to more proactive strategies like preventive or predictive maintenance. Without a strategy, you risk frequent emergency repairs or even needing to replace your equipment entirely.  On the other hand, regular maintenance extends the lifespan of your machines, spreading out costs over time and avoiding those sudden, expensive fixes. Lastly, let’s not forget safety.  Equipment failures or poor maintenance can lead to dangerous accidents, particularly in high-risk industries like aviation, manufacturing, and construction.  For example, poor maintenance was the cause of a tragic 2022 helicopter crash in New Mexico, which killed four people.  Investigators determined that engine failure—due to fatigue and a lack of maintenance—caused the accident. Source: The Independent However, with the right maintenance strategy, maintenance is never skipped—especially not on critical equipment.  In fact, safety checks are built into the process, which reduces the risk of accidents caused by malfunctioning machinery.  In the end, if the equipment runs smoothly, your team can focus on getting the job done safely and efficiently. All of this combined is why you need a good maintenance strategy.  Types of Maintenance Strategies Maintenance strategies range from merely reacting to equipment failures to using advanced technology to predict issues before they happen. Let’s break down the most common types of maintenance strategies and how they work. Preventive Maintenance Preventive maintenance focuses on stopping problems before they start.  Instead of waiting for something to break down, this strategy involves scheduling regular tasks—like inspections, part replacements, or cleaning—at fixed intervals.  These intervals can be time-based (e.g., every month) or usage-based (e.g., every 500 hours of operation).  The main goal is to catch potential issues early and prevent major breakdowns later. This is also the most common maintenance strategy in industries, with almost 87% of facilities using it.  Illustration: WorkTrek / Data: MaintainX Preventive maintenance is popular because it reduces unexpected breakdowns and keeps repair costs low.  However, one downside is that you might end up replacing parts or doing maintenance even when it’s unnecessary—like changing a filter that’s still in good condition.  But the trade-off is worth it because it helps you avoid bigger problems down the line. However, there is one challenge: planning preventive maintenance and keeping track of all those tasks. It can get overwhelming, especially if you’re managing a large facility or hundreds of pieces of equipment.  Even more so if you’re still doing it manually. That’s where a computerized maintenance management system (CMMS) steps in. A good CMMS, like WorkTrek, makes organizing and planning preventive maintenance easier.  Instead of manually tracking every maintenance task or relying on guesswork, WorkTrek keeps everything organized in one place. Source: WorkTrek You can schedule maintenance, track work orders, and even set up automatic triggers based on real-time data, ensuring you're always ahead of potential issues. For example, if an HVAC meter shows that temperatures have reached a set point, you must update this in the system, and WorkTrek will automatically create a work order.  Source: WorkTrek This will help ensure that the maintenance team responds to real conditions—not just following a set schedule. In short, using a CMMS takes the burden off your team, making preventive maintenance smoother, more efficient, and more precise. Reactive Maintenance Reactive maintenance, or breakdown maintenance, is performed after equipment breaks down.  Essentially, you wait for the failure to happen and then repair the damage. It is unplanned and often urgent. While this approach to maintenance sounds risky, it makes sense for non-critical or inexpensive assets where the cost of regular checks isn’t justified.  In industries where some equipment is cheap to fix, reactive maintenance can save unnecessary effort and costs. And sometimes, there are things that you simply can’t plan for, as Justin Foat, Fleet Maintenance Manager at Herlache Truck Lines, explains with an example: For example, during the hotter months, you can send out a truck fitted with brand new tires, have them hit the hot pavement, roll over a rock, and boom, it blows. This is the kind of scenario that neither preventive nor predictive maintenance could have predicted. As such, reactive maintenance still plays a major role in many industries.  In fact, 57% of facilities rely on it. However, the problem is that 5% of companies still use it as their sole maintenance strategy, leaving them vulnerable to lost productivity, higher repair costs, and more unplanned downtime. Illustration: WorkTrek / Data: MaintainX So, while reactive maintenance can be cost-effective for specific cases if it’s relied on too heavily, it can lead to higher overall repair costs and extended downtime.  That’s why it works best when combined with other maintenance strategies. Predictive Maintenance The predictive maintenance strategy removes the guesswork from equipment care by using real-time data to predict potential failures.  It monitors factors like vibration, temperature, or oil quality to spot early signs of wear and tear before they lead to bigger problems. This strategy can deliver huge benefits; a Deloitte study provides the numbers to back this up. Their research breaks down the benefits of predictive maintenance, like cost savings and increased equipment uptime: Illustration: WorkTrek / Data: Deloitte Given these results, it is not surprising that industries worldwide are adopting predictive maintenance.  Even airports do it.  For instance, the UK’s biggest airport, Heathrow, uses predictive maintenance and machine learning to monitor its baggage handling system to prevent failures and minimize passenger disruptions. Though predictive and preventive maintenance both aim to prevent future failures, there’s a key difference we must point out.  While preventive maintenance relies on a fixed schedule, predictive maintenance is data-driven. Simply put, it triggers maintenance only when the data suggests it's necessary.  This makes predictive maintenance more precise, but it also requires a bigger investment in monitoring technology and skilled personnel. Reliability-Centered Maintenance Reliability-centered maintenance (RCM) is a strategy that balances preventive, reactive, and predictive maintenance to ensure a system’s reliability.  The goal is to determine the most efficient way to maintain critical equipment while minimizing downtime and maintenance costs. This strategy is used in industries where safety and uptime are crucial—like aerospace, defense, and energy. In fact, RCM originated from the aviation industry in the 1960s, when the traditional approach of time-based maintenance wasn’t enough to prevent failures that were causing airplane crashes.  Below is an overview of the steps in the RCM strategy: Illustration: WorkTrek / Data: IBM As you can see above, RCM has many steps and is a comprehensive approach. Its complexity requires deep knowledge of the equipment and, like predictive maintenance, calls for advanced tools and training. All in all, when you understand the strengths and limitations of these strategies, you can determine which approach—or combination of approaches—best suits your facility’s unique needs.  Whether you’re aiming for the regularity of preventive maintenance, the insight of predictive strategies, or the comprehensive nature of RCM, the right strategy can make all the difference in keeping your operations running smoothly and efficiently. What to Consider When Choosing Your Maintenance Strategy Don’t pick a maintenance strategy on a whim.  Critical factors must be considered before deciding which one works best for your facility.  Choose wrong, and you could face compliance issues, budget overruns, or constant equipment breakdowns. So, what should you focus on?  Let’s break down the key factors to take into account.  Regulatory Requirements First, ensure your maintenance strategy follows all industry standards and safety regulations. In some industries, like healthcare or aviation, safety is non-negotiable.  Compliance mandates are strict, and cutting corners could lead to serious consequences. For example, in aviation, the Federal Aviation Administration requires operators to conduct regular inspections to ensure aircraft are safe. Illustration: WorkTrek / Quote: Avionics In these cases, relying only on reactive maintenance won’t cut it.  You’ll need a preventive or predictive approach to avoid non-compliance and hefty fines. Your Budget Not all maintenance strategies cost the same. Predictive maintenance, for example, comes with a bigger price tag due to sensors, monitoring tools, and data analysis.  If your budget doesn’t allow for that level of investment, consider preventive maintenance instead. It’s less expensive and still effective at reducing unexpected downtime. State of Your Equipment Ask yourself—how old are your machines? Are they breaking down often?  If they are, pouring money into a high-tech predictive maintenance system might not make sense.  For instance, an older machine nearing the end of its useful life probably won’t benefit much from advanced monitoring systems.  In this case, sticking to preventive or even reactive maintenance might be the more practical choice. But predictive maintenance can be a game-changer if you’ve got newer, critical equipment.  It helps you avoid surprise breakdowns and can save you a lot of money in the long run.  Moreover, if your equipment has failure modes that are simply unpredictable, you’ll also want a strategy that allows you to see problems before they happen. Erik Hupjé, founder of The Reliability Academy and expert in the maintenance field, explains this approach. Illustration: WorkTrek / Quote: Reliability Academy The bottom line is to assess your equipment’s condition carefully.  If it’s aging and near the end of its useful life, preventive or reactive maintenance may be more practical.  Staff Availability Even the best strategy can fall flat if you don’t have the right people to do it.  Some strategies, like predictive maintenance, require specialized skills because your team needs to know how to analyze data and manage real-time monitoring systems.  Predictive maintenance might be unrealistic if your staff isn’t trained for that. Or you will have to invest in training them. By thinking through these factors, you’ll be in a much better position to choose a maintenance strategy that makes sense for your facility.  Conclusion The maintenance strategy you choose directly affects your facility's performance, costs, and safety.  It’s about finding a system that fits your team, equipment, and budget.  Whether you go with preventive, predictive, or a mix of approaches, the goal remains the same: to keep things running smoothly with as little disruption as possible. And remember, your strategy isn’t set in stone.  It should evolve with your needs, technology, and the condition of your equipment.  This way, you’ll extend the life of your assets and keep your facility efficient for the long term.

Operations & Maintenance

Manufacturing Maintenance: Everything You Need to Know

 Key Takeaways: CMMS solutions help streamline and improve entire maintenance operations A typical industrial business loses $125,000 an hour due to unplanned downtime Due to labor shortages, maintenance personnel struggle to perform their tasks properly. The manufacturing industry relies heavily on a wide range of machinery and equipment, making maintenance an essential component of its operations. Safety, efficiency, and bottom lines take a significant hit when this is neglected. And yet, maintenance often doesn't receive the attention it deserves, whether due to competing priorities or a lack of knowledge. This article aims to address the latter. On this page, you’ll find a detailed overview of everything you need to know about manufacturing maintenance: from the basics of different maintenance types to the latest technologies shaping the field. Let’s get started. How Manufacturing Maintenance Changed Through Times In its early stages, maintenance was primarily corrective—focused on fixing problems as they arose. This worked well for a time. But then, significant historical events like the Industrial Revolution and World War II brought about new developments and inventions, changing our maintenance needs as well. At that point, a more proactive approach was needed to prevent serious equipment damage before it impacted operations. This forever changed the way maintenance is perceived and performed. In the 1980s, digitalization began to reshape manufacturing maintenance even further. Many new technologies were introduced, and Computerized Maintenance Management Systems (CMMS) started gaining more traction. Fast forward to today, and we can access technological solutions that our predecessors could never have imagined. With sensors, data analytics, and the Internet of Things (IoT), we can create smart systems that can predict equipment failures before they even happen. The timeline below illustrates the history of manufacturing maintenance from its inception to the present day. Source: WorkTrek So, in just a few short decades, manufacturing maintenance has grown from a simple “fix it when it breaks” mindset to a high-tech, data-driven field. It’ll be exciting to see what else the future has in store. Key Objectives of Maintenance in Manufacturing Of course, the ultimate objective of maintenance is to save money in the long run. However, this can be achieved by focusing on several specific goals. First and foremost, maintenance aims to prevent costly, unplanned downtime. When a key piece of equipment suddenly stops working, it costs you differently, from lost production time and increased labor costs to missed delivery deadlines. A 2023 ABB survey revealed that an hour of unscheduled downtime costs a typical industrial business a shocking $125,000. And even more shocking is that 69% of plants experience this problem at least once a month. Illustration: WorkTrek / Data: ABB This is where well-planned upkeep comes into play. If routine tasks like lubrication, calibration, and inspection are performed regularly, minor problems will likely be caught and fixed before they snowball into severe operational disruptions. Similarly, maintenance ensures that production capacities stay at optimal levels. This is important because a decrease in production capacity can lead to unnecessary expenses, bottlenecks in productivity, and reduced profitability. Fabio Camargo de Oliveira, Technical Assistance and Services Manager at Wenger, an industrial equipment supplier, illustrates the impact of this issue with an example: For example, if an extruder in good condition that usually produces 10 tons per hour—consuming approximately 25 kw per ton, [suddenly starts to produce] 7 tons per hour—consuming 32 kw per ton—it will spend more electricity, water, and steam due to wear and difficulty in stabilization, ultimately producing less and decreasing the manufacturer’s profit. The problem is that, unlike downtime, you may not immediately notice a slow decline in production capacity, but only when it’s already started to harm your bottom line. However, with proper maintenance, this issue can be avoided entirely. Beyond just keeping things running, maintenance also plays a role in ensuring a safe work environment. After all, properly maintained equipment is far less likely to malfunction and injure your employees. This directly translates to fewer accidents and decreased costs associated with workers' compensation, insurance premiums, legal liabilities, and productivity losses. Did you know that, in the manufacturing industry, an average of 67 days are lost per injury? Illustration: WorkTrek / Data: Travelers That’s more than two months of missed work—no small matter. When you add potential lawsuits, reputational damage, and lowered worker morale, the costs of neglecting equipment safety quickly increase. Overall, the role of maintenance is very multifaceted. Many people aren’t even aware of just how impactful it can be. It isn’t only about fixing broken assets—far from it—but about building a solid foundation for safe, profitable, and efficient operations. Types of Manufacturing Maintenance (And When to Use Each) There are many different types of maintenance used in manufacturing, each with its advantages, disadvantages, and ideal use cases. Corrective or reactive maintenance, as the name implies, focuses on fixing problems after they have already occurred. It often gets criticized for being ineffective in the long term, but there is a time and place for it—especially with non-critical assets. Preventive maintenance, on the other hand, is a more proactive strategy. It prioritizes frequent cleaning, parts replacement, and similar tasks to prevent unexpected failures and keep operational disruptions minimal. According to the 2024 MaintainX survey, this is currently the most popular approach to asset upkeep, with 87% of respondents reporting its active use. Illustration: WorkTrek / Data: MaintainX And why wouldn’t they? It’s proven to minimize unplanned downtime, extend equipment lifespan, and keep operations running smoothly. Condition-based maintenance is also proactive, but its implementation differs from a preventive strategy. Preventive maintenance schedules tasks based on regular time intervals or usage (e.g., every three months, or after a certain number of operating hours). On the other hand, condition-based focuses on servicing when particular indicators show signs of decreasing performance or potential failure. This way, you’re only maintaining equipment when it’s actually needed and not just because the calendar says you should. Another maintenance type that’s been gaining traction in manufacturing is predictive maintenance. You can consider it the more advanced version of a condition-based method. It uses data, various sensors, and analytical tools like machine learning to identify, detect, and predict equipment issues before they even occur. Kevin Tucker, Advisory Practice Lead at the IT services and consulting company Info-Tech Research Group, explains why this is such a valuable addition to any upkeep plan. Illustration: WorkTrek / Quote: Facility Executive Lastly, Total Productive Maintenance (TPM) is the all-hands-on-deck approach that blends corrective, preventive, and predictive methods into one strategy. The idea here is that everyone within the operations should take responsibility for daily service tasks, which helps detect problems earlier and reduces the likelihood of unplanned downtime. Here’s a quick overview of all these types of maintenance: Type Pros Cons When to use Corrective No upfront maintenance costs and minimal planning If certain issues are overlooked, it can lead to unplanned downtime and more long-term costs For non-critical assets and when replacement parts are easily accessible and repairs can be made quickly Preventive Reduces the likelihood of unexpected equipment failure and increases equipment lifespan Can lead to unnecessary maintenance and requires more manpower and resources for routine checks. For critical equipment that would cause significant downtime if it failed Condition-based Helps in planning upkeep activities without disrupting production and avoiding unnecessary maintenance High initial costs for equipment and sensors, as well as challenging data management When equipment has fluctuating loads and operating conditions Predictive Reduces unnecessary maintenance by only performing maintenance when needed High initial setup costs for sensors, monitoring equipment, and software. Requires skilled personnel to analyze data and manage systems For critical equipment where downtime is very costly and when the needed technology is readily available and feasible to implement Total Productive Maintenance Engages all employees, increasing accountability and leading to a culture of continuous improvement Requires significant effort for training and a high level of commitment from all employees and management Where the highest manufacturing standards and employee accountability are a priority   So, which strategy should you implement? Which one's the best? The truth is, there is no one-size-fits-all solution. Your choice of maintenance activities should be tailored to your organization's and equipment's specific needs. In most cases, this means mixing and matching all of these approaches to create a maintenance plan that works for you. Why Is Maintenance in the Manufacturing Industry So Challenging? Any experienced manufacturing maintenance professional will tell you their job isn’t always easy. In addition to being a complex process, maintenance is often faced with various outside challenges that make it even more difficult. For starters, there's a significant shortage of skilled workers. According to an UpKeep survey, 72% of companies anticipate maintenance staff shortages and related issues in 2024. Illustration: WorkTrek / Data: UpKeep The problem is that seasoned professionals are all retiring, but new talent is tough to come by. At the same time, technology is evolving at lightning speed, and not everybody can keep up. This leaves maintenance teams spread too thin, often without the expertise needed to maintain equipment properly. But the problems don't stop there. It's more than just people we're running short on; it's the tools, spare parts, and materials, too. A Limble study shows that 34.1% of manufacturing and facility maintenance professionals consider supply chain issues one of their biggest challenges. Illustration: WorkTrek / Data: Limble This issue leads to delays in the delivery of spare parts, increased costs for specific items, and difficulties in accurately forecasting resource needs and managing inventory. Consequently, organizations either face understocking, which causes delays, or overstocking, which ties up their cash flow and storage space. Either way, the machinery doesn’t get the care it needs when needed, and productivity takes a hit. And then there’s the budget—or lack thereof. Many maintenance teams operate with minimal budgets, preventing them from doing their jobs properly. This is because, for too many executives, strategic upkeep is an afterthought, overshadowed by short-term cost-cutting. John Sedgwick, Director of Engineering and Maintenance at the chemical manufacturing company HEXPOL Compounding, experienced this first-hand. Illustration: WorkTrek / Quote: Industry Week His team initially had issues with productivity and unplanned downtime. However, the situation improved once the company prioritized proper upkeep and invested more in maintenance software. And it makes sense. Without adequate financial backing, maintenance always suffers. Aging equipment isn’t replaced or upgraded, training or tech investments fall by the wayside, and teams are forced to rely solely on reactive maintenance. Put simply, short-term savings lead to long-term problems. All in all, with all these issues and more, it’s clear why maintenance in manufacturing is so challenging. But what’s the solution? How to Ensure Effective Manufacturing Maintenance The answer to these challenges is clear: start prioritizing effective manufacturing maintenance. Let’s dive a bit deeper into what that means, exactly. It all begins with maintenance planning and then regularly updating the plan to reflect your changing needs. This plan should clearly outline which assets need maintenance, the type of maintenance they require, how often, and who’s responsible for it. Vivre Viitanen, Head of Global Service Line at ABB Motion Services, a technology leader in electrification and automation, outlines the benefits of having a well-structured plan: When strategies are planned, you can ensure that the right capabilities and skilled people are in the right place at the right time and you have the necessary materials. That means the plan can be rolled-out in a more efficient and effective way than if you’re reacting to a situation which has come as a surprise or a shock. In other words, a solid maintenance plan is the backbone of successful operations. It prioritizes more strategic resource allocation and scheduling, boosting your processes' effectiveness. To take it up a notch, create Standard Operating Procedures (SOPs) that go hand-in-hand with your plan. SOPs are more granular, step-by-step instructions on executing specific tasks, in what order, and with which resources. Source: FMX This ensures more consistency in your practices, eliminating mistakes and confusion. When everyone knows exactly how to fulfill their responsibilities, everything gets done on time, safely, and efficiently—every single time. However, it’s not enough to simply tell your team what to do and how to do it. You should also monitor performance to ensure your plans and procedures are effective and realistic. For example, if you’re still struggling with high downtime rates despite careful planning, it’s a sign that something is off. Maybe your instructions regarding a particular activity aren’t clear enough, or perhaps some equipment needs specialized maintenance that you didn’t account for. Tracking relevant KPIs is the best way to gauge your performance. These metrics provide clear, data-driven insights into the effectiveness of your upkeep efforts, without any biases or relying on guesswork. After all, the numbers never lie. Here are some KPIs worth considering: Mean Time to Repair (MTTR) Mean Time Between Failures (MTBF) Overall Equipment Effectiveness (OEE) Planned Maintenance Percentage (PMP) And if you’d like to explore these metrics in more detail, check out our guide on the top 5 maintenance metrics you should always have in mind. Overall, these practices are a solid starting point for more efficient maintenance operations. Still, given the complexity of the process and the challenges involved, they may not be enough on their own. Luckily, there are many digital tools available that can help further streamline and improve your maintenance efforts. Modern Tech Used For Factory Maintenance From advanced robots to augmented reality, a wave of exciting new technologies is transforming manufacturing maintenance. One technology that has been in the spotlight for some time now is AI. AI is a key component in predictive maintenance, where machine learning models analyze historical and real-time data to predict future equipment failures. The technology becomes even more powerful when combined with IoT sensors. Rakesh Prasad, Senior Vice President of Digital Business at Innover Digital, a technology and process digitization company, explains how this integration works: For PdM, IoT sensors are fitted in machines and equipment to monitor their health and surroundings, gathering data on factors such as vibration, temperature, and humidity. This data is then relayed to a central system that employs AI/ML algorithms to examine the data and give insights into the equipment or machinery’s well-being. With countless data points to draw from, AI-driven predictive maintenance can deliver precise forecasts. This allows its users to schedule upkeep accurately and keep equipment in peak condition without over-maintenance. Remote monitoring is another technology that is making significant strides in manufacturing maintenance. It uses various sensors, software, and tools to detect and diagnose issues without requiring maintenance personnel to be physically present. Robots and drones are increasingly being used for this purpose, too. Jeff Burnstein, President of the Association for Advancing Automation, predicts we'll see even more robots used in this space. Illustration: WorkTrek / Quote: Plant Services With remote monitoring, you can access hard-to-reach areas and capture high-resolution images and videos. This gives you a full 360-degree view of your equipment's health. In other words, you get more data but fewer safety risks—a true win-win scenario. The last type of tech on our list is a Computerized Maintenance Management System (CMMS), like our own WorkTrek. You can think of this tool as your ultimate command center for the entire maintenance operation. For those routine tasks, you can use WorkTrek’s task management feature to create and assign tasks, keep track of completed work, and see how much time your team spends on certain activities. Source: WorkTrek Plus, your staff can report problems and generate work requests by going through our web and mobile apps or via the WorkTrek Request portal. You can create new work orders as soon as those requests come in and assign them to the right technician or team. Source: WorkTrek Each work order comes with all the details—priority level, needed resources, and more—so your team can get the job done right and on time. But that’s not all. With WorkTrek, you can keep a close eye on your inventory, tracking quantities, locations, and costs of your spare parts and materials. Source: WorkTrek The system enables you to specify minimum quantities for products and then alerts you when your inventory falls below a safe level so that you can restock on time. It’s really easy to see why maintenance professionals love CMMS so much. Thanks to this technology, you can manage your whole maintenance operation from a single, intuitive dashboard and, in turn, improve overall efficiency and save money. Conclusion Hopefully, you now see manufacturing maintenance for the vital process it truly is. When done right, it can transform entire operations beyond recognition, boosting profitability, safety, and efficiency. Plus, being a manufacturing maintenance professional has never been more exciting. The field is full of new technologies that help simplify the complexities and tackle the challenges that usually come as a part of the job. We can now predict equipment problems, automate repetitive tasks, and eliminate errors, all from our computers. So don’t let anyone tell you maintenance is just another routine task when, in reality, it’s the backbone of any successful operation.
maintenance scheduling tips featured image

Operations & Maintenance

5 Tips for Efficient Maintenance Scheduling

Scheduling maintenance activities is a complex task, no doubt about it. There are many factors to consider, from technician skills and availability to production schedules and the impact of downtime on your facility’s operations. That is precisely why, in this article, we’re sharing our best tips to help you efficiently schedule maintenance tasks and keep your operations running smoothly. Let’s get started. Leverage Maintenance Management Software  The first thing you can do to schedule maintenance tasks more efficiently is to stop doing that manually. Sure, using pen and paper—or perhaps Excel spreadsheets—for maintenance scheduling is inexpensive and straightforward since everyone is already familiar with these methods. But is this truly the most efficient way to go about it? Robert Burgh, President at Nexcor Food Safety Technologies, doesn’t think so. He explains that using CMMS is the best way to schedule maintenance tasks. Such software solutions, he says, make scheduling more efficient, as all the necessary data is aggregated and easily accessible in one place.  Illustration: WorkTrek / Quote: Food Safety Magazine Using a CMMS means no more digging through paperwork to figure out when specific technicians are available or shuffling the entire schedule because you accidentally double-booked someone. With all the relevant data in one central location, maintenance management becomes a breeze. To illustrate our point, we’ll use our maintenance management software, WorkTrek, as an example. Our Work Order Scheduler provides a holistic view of all things maintenance. Source: WorkTrek You can see which technicians are available, what maintenance tasks are assigned, and their status.  This makes it easier to create and assign new work orders. What makes this system even better is that its benefits extend to your maintenance technicians. Once assigned a work order, they’ll receive a notification via our mobile app. Source: WorkTrek That way, they don’t have to constantly check in with their supervisor to see whether there are any new tasks they’re in charge of. They can access the app anywhere, anytime, and find out exactly what they need to do.  In addition, WorkTrek allows users to enrich work orders with details such as the start and end date, the description of the problem at hand, and instructions on how to fix it. Source: WorkTrek This minimizes the back-and-forth communication between technicians and supervisors as the software answers many potential questions. In short, relying on CMMS streamlines a plethora of maintenance scheduling processes that are time-consuming and error-prone. Does it require an initial investment and getting used to it? Yes. But leveraging maintenance management software for this purpose will save you and your team so much time, energy, and money in the long run, so it pays off. Match Technician’s Skills to Tasks  An important part of scheduling maintenance is ensuring that the technicians you choose to assign specific tasks have the necessary skill set to complete them. That’s because accounting for skill levels when assigning tasks ensures each task is carried out correctly, efficiently, and safely. If tasks are assigned to technicians who are not skilled enough to handle them, the consequences can be detrimental. Take the 2020 Evergreen Packaging Paper Mill incident for example.  Source: CSB In this tragic case, two Blastco workers were tasked with repairing the inside surface of the upflow tower using epoxy vinyl ester resin and fiberglass matting. Since the night was colder, the resin—which hardens faster at higher temperatures—and fiberglass matting were not hardening at the expected rate. After they couldn’t stop the material from sliding down the tower's walls, the workers used an electric heat gun to get the resin to harden. The heat gun ended up falling into the bucket of flammable resin, causing a fire that traveled through the connecting pipe, ultimately killing the workers maintaining the downflow tower. After the incident, the U.S. Chemical Safety Board (CSB) Lead Investigator Drew Sahli said:  Illustration: WorkTrek / Quote: USCSB on YouTube Had the task been given to workers experienced with resin application in cold weather, this tragedy could have been prevented. So, what can we learn from this? For starters, this tragic incident underscores the importance of thoroughly evaluating the skills and experience of each technician before assigning them a maintenance task. The research conducted by Plant Engineering has shown that over 70% of maintenance personnel in the facilities are trained in basic mechanical and electrical skills. However, significantly fewer technicians have the skills necessary for maintaining fluid power systems, for instance.  Source: Plant Engineering So, before you schedule any of your technicians for a task, try to determine whether they have the experience and certifications needed to perform it. This is, again, where having a CMMS comes in handy. As you can see in the screenshot below, you can use your CMMS to store information about any training courses your workers have completed and see what maintenance tasks they’ve handled in the past.  Source: WorkTrek With this information at your fingertips, you can always be confident that the technicians you’re assigning tasks to can complete them. Coordinate Maintenance Schedules with Operations  Yes, figuring out who you should assign to which maintenance task is essential. However, another big question needs to be answered correctly to maintain the efficiency of your facility’s operations. And that question is: “When is the best time to schedule specific maintenance tasks?” As it turns out, answering it is not as easy as it may seem. If it were, the results of the 2022 Maintenance Manager Report wouldn’t show that planning and scheduling maintenance are the biggest challenges for most maintenance teams.  Illustration: WorkTrek / Data: Add Energy What makes scheduling maintenance so complex is that it involves more than simply matching tasks to the workers who can perform them. For starters, if not properly scheduled, maintenance can throw off operations at your facility, causing disruptions and delays. So, don’t schedule maintenance in a vacuum.  Instead, regularly meet and discuss maintenance with others, as this will give you a complete picture of your facility’s activities. For instance, an operations manager might inform you that some production activities need to be completed by a specific date, so scheduling maintenance before then would throw a wrench in the works. Or, a procurement officer could tell you that the spare parts your technicians will need for a specific maintenance task won’t be delivered as planned. This kind of information can be a lifesaver when trying to create a solid schedule. Aside from consulting with the stakeholders within your facility, you may also want to consider implementing predictive maintenance. This approach to maintenance scheduling is all about using historical and real-time data and ML algorithms to predict future maintenance needs. Hans Van der Aa, Senior VP of Lifecycle Services at the engineering and manufacturing company Duravant, finds that it can bring significant benefits to facilities trying to minimize unnecessary downtime caused by poor maintenance scheduling.  Illustration: WorkTrek / Quote: ProFood World As you can see, multiple factors need to fall into place to develop the perfect maintenance schedule. So, before you hastily assign work orders for the first available time slot, consider how your scheduling decisions will affect operations overall. Whether this is through regular consultation with the key stakeholders, staying one step ahead by implementing predictive maintenance, or a combination of both, one thing is for sure. Looking at the bigger picture will help you create a schedule supporting your facility’s overall goals. Define How You Will Prioritize Maintenance Tasks Not all maintenance tasks are equal. You’ll probably agree that replacing a flickering lightbulb in the breakroom doesn’t carry the same weight as fixing a broken conveyor belt that has brought your production to a halt. So, when scheduling maintenance activities, you need a clear idea of what constitutes an urgent task versus a non-critical one for your facility. Ahmed Awad Ramadan, Maintenance Planning and Scheduling Department Manager at MIDOR Refinery explains how to do just that: When it comes to work prioritization, we should consider two main criteria. First, the criticality of equipment, which reflects the effect of the asset's failure on the whole organization. Second, the nature of work. While equipment criticality is a fixed number and has to be aligned with the organization's strategy; the nature of work is variable and relies on the workers' perspective. He explains that to assess the criticality of specific maintenance tasks, the Ranking Index for Maintenance Expenditures (RIME) is his tool of choice.  Illustration: WorkTrek / Quote: Click Maint Observing the key components of RIME—criticality, cost impact, frequency of failure, and downtime—can help you gain clarity and decide which tasks should be tackled first. For instance, repairing a machine that is critical to the operations, but has recently experienced more frequent issues is bound to take priority over a costly repair with barely any impact on the production. Many maintenance professionals also like to use a scale from 1 to 5 to denote the criticality of maintenance tasks, where 1 is a low-priority task, and 5 is urgent work. John Q. Todd, a senior business consultant and product researcher at Total Resource Management and a leading asset management solutions provider, shares an important insight regarding the use of this approach. He says he had clients who’d gone as far as to use a scale from 1-10 for task prioritization, which ultimately rendered them unable to determine the actual difference between priority levels 4 and 5, for example. Therefore, he explains, that keeping your priority scale small can significantly simplify the decision-making process.  Illustration: WorkTrek / Quote: LinkedIn Many maintenance management systems have this priority scale feature, which makes assigning priority levels easier, as you can see in the example below. Source: WorkTrek This feature makes it easier for you to assign tasks and allocate resources for maximum operational efficiency. It also helps your maintenance technicians understand the importance and urgency of each task they’ve been assigned. On a particularly busy day, for instance, knowing how high of a priority each task on their list is can help them make sure that they tackle those critical ones first. So, before you put any maintenance tasks into the schedule, determine exactly how you will prioritize them. Use Past Job Data to Estimate Maintenance Task Duration When creating a new maintenance schedule, one of the more challenging yet essential tasks is determining how long a specific task should take to complete. Why is that the case? Because your estimate for the duration of maintenance tasks can make the difference between smooth running operations and those disrupted by costly downtime. Now, trying to determine how long each task should take, but having data makes this task possible. It’s almost like reading the third book in a trilogy without reading the first two parts. You’ll have no idea what is going on and probably make all the wrong conclusions due to a lack of context. That is why Daniel McGowan, Offshore Projects Director at Longitude Engineering, highlights the importance of making data-based assumptions when planning and scheduling maintenance. Illustration: WorkTrek / Quote: Add Energy This brings us to the key question: how exactly do you do that? Start by reviewing the data from previously completed maintenance jobs and use it to identify patterns and anomalies. How long did the same or similar tasks take to complete? Are the workers who completed them truly the most efficient, or do you have other technicians who could complete them faster next time around? Did your technicians encounter any unexpected obstacles that prolonged the task duration? Asking questions like these will help you create better time estimates going forward, and your CMMS can be a great source of answers.  In the example below, you can see the task being finished sooner than expected, giving you an idea of how much time you should reserve for it next time. Source: WorkTrek On top of that, it is wise to observe some key KPIs, such as your MTTR, or mean time to repair. This important KPI measures the average time needed to complete a repair, providing you with a baseline for future upkeep scheduling. You can calculate it using the following formula: MTTR = Total Repair Time ÷ Total Number of Repairs. Alternatively, you can use our handy maintenance calculator to quickly calculate both your MTTR and a variety of other key maintenance metrics. Of course, the goal is to keep your MTTR as low as possible, as this indicates that both your scheduling and maintenance practices are effective. Source: WorkTrek The bottom line is that one of the best ways to estimate the duration of future maintenance activities is to look at the past.  Do your best to identify patterns and pay attention to cold, hard data, and you’ll excel at making this important estimation. Conclusion While scheduling maintenance tasks is no easy feat, we believe that following the tips we shared throughout this article can certainly make it more manageable. With the right blend of technology, historical and real-time data, and collaboration with key stakeholders at your facility, you can make sure that everything keeps running smoothly—both your machinery and your operations. And if you’re still worried about how you’re going to juggle everything that goes into good maintenance scheduling, we suggest you start with tip #1: make the most of your CMMS. Just that one piece of technology can make a world of difference and help you implement the rest of the advice we shared. 

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