Successfully Pitch CMMS to Your Team
You know CMMS software can help your maintenance team. However, you need to convince others in your organization. But your stakeholders may be interested in other factors than your maintenance department’s software success. We are here to help you successfully pitch CMMS to your team. When it’s time to make your pitch, watch out for these potential roadblocks. Roadblock #1: Not Listening to Stakeholder Concerns The CMMS buying process includes numerous stakeholders, including your users and managers, but also key people from the IT, procurement, financial, and legal/compliance departments. It’s vital you listen carefully to their concerns during this process. You can prepare by thinking about how maintenance management software will impact each role. Start with these three questions to help you avoid pitfalls. How is this program likely to affect each person’s daily workload positively or negatively? How might this program threaten each person’s job, work performance, or domain of responsibility? Is it possible that this person might have emotional reasons to oppose the program? What could they be? Answering these questions will help you address their concerns before they become roadblocks in your way. Think about how helping others achieve their goals will make them look good, which will motivate them to nurture and support your CMMS implementation efforts. Roadblock #2: Missing Stakeholders or Including Them Too Late A closely related roadblock is missing stakeholders or including them too late. If you’re the one in your organization tasked to find software, don’t underestimate the importance of knowing your internal audience. You’ll need to meet both their business and emotional needs if you hope to be truly successful in your procurement and implementation. Often, simply involving stakeholders in the buying process at the appropriate time can prevent many issues. Take these three steps to make sure you’re covering all your bases… Make sure you know your stakeholders in the software buying process and do your best to meet their needs. Do your homework—take the time to know and understand your stakeholders and their motivations. Listen to and understand their needs. Then address these needs directly. For example, Finance is the department responsible for the budget, typically headed by a Controller or CFO. Including Finance early in your process can prevent show-stopping holdups down the line. Mostly, this amounts to making a courtesy call to ensure funding has been approved. Doing so will help you validate there’s money earmarked in the budget to make the software purchase. Roadblock #3: Not Understanding Organizational Values You’ve probably already done a lot of research on CMMS software, but you also need to research what your organization values. Upper management usually looks at the achievement of quantifiable goals. For example, that could include… Units produced Savings generated Revenue generated Net gain in productivity Quality (measured in various ways) Cycle time For example, count on your company’s management to care about the return on investment (ROI) for CMMS software. CMMS will affect the organization’s numbers—especially the ones important to them. They’ll need assurance that the new software will impact performance in a positive direction. We recommend simply asking. Sometimes just making the effort to find out what’s most important will be enough. And you’ll likely come away from the discussion with a much clearer idea of what they’ll want from a maintenance software solution. A few good questions to start with: What key business metrics do you watch most closely? What top three things would you want to achieve with a new CMMS? How would you like the CMMS to improve company performance? Does the product need to include certain reports? Roadblock #4: Underestimating Your IT Department Whatever solution you buy, IT Managers know they’ll be required to provide technical support at some point. Even hosted/cloud solutions require access through your organization’s network. That’s IT’s domain. IT managers are likely to care very little about how much software costs, or even how much it will improve company performance. They’re much more likely to ask questions like… How will it impact my IT infrastructure and to what extent? Will I be required to provide technical and usability support? To win over these stakeholders, you’ll need to reassure them that the CMMS solution you’ll choose is designed to integrate seamlessly with existing infrastructure and won’t place undue demands on their network. They also need to know that your vendor has excellent user support, current technology, and rock-solid security features. Don’t hesitate to voice these concerns to sales reps when shopping for software. Most will be glad to arm you with all the information you need to fend off any IT concerns. They’ll likely also be happy to speak directly with your IT manager, if that’s a better approach. Roadblock #5: Not Following the Rules Another roadblock in the software buying process is whether or not you know the administrative steps to follow. Familiarizing yourself with how the purchasing process works will avoid delays and bureaucratic roadblocks. Do your due diligence on questions like… What are the key things you need to understand? Which forms do you need to fill out? What “gotchas” do you need to avoid when filling out the forms? How does procurement issue a purchase order from your company to the software vendor? What’s the lead-time from purchasing decision to issued order? It doesn’t hurt to get to know the people responsible for enforcing these rules early in your search for software. An established relationship and a proactive approach may save you weeks when it’s time to actually make the purchase. For example, Legal and Compliance departments make sure laws, policies, and regulations are followed. Their job is to ask a couple specific questions: Are we abiding by legal/governmental regulations? Are we abiding by internal company policies and guidelines? Again, think “courtesy call.” Make sure concerns are heard before you get too far into the buying process. Your goal is to avoid late-stage show-stoppers that may derail your procurement. Roadblock #6: Not Explaining the Benefits Users are any staff that’ll be operating the
How CMMS Complements Your Organizational System
Organizations use a management system to achieve objectives. While these systems vary, they all include a set of policies, processes, and procedures for an organization’s operations like financial, production, quality, safety, regulatory compliance, human resources, etc. CMMS software provides a tool that can be used in any management system. Sometimes you’ll hear vendors claim their CMMS software will guarantee compliance with a specific management system, but that’s not really true. Instead, CMMS complements the system. However, the benefits of CMMS software can work for any management system. Some of the most common include… Lean Manufacturing Total Productive Maintenance Process Safety Management System Quality Management System Total Quality Management Six Sigma SAE Standard for Reliability Centered Maintenance Kanban Agile For example, your company might use the Lean Manufacturing system, which incorporates management principles to eliminate waste, optimize processes, cut costs, boost innovation, and reduce time to market. Maintenance plays a role in all of these principles, and CMMS software supports your team with Lean policies, processes, and procedures. For example, CMMS works in conjunction with the philosophy of Lean Manufacturing as it pinpoints areas where productivity can be improved, thereby helping eliminate waste. Why Use a CMMS Software Solution? CMMS software excels at tracking the details of your increasingly complex maintenance operation. CMMS also helps promote and maintain policies, processes and procedures with the features your maintenance team needs, including… Tracking employee health and safety information Documenting work procedures to make sure they are being followed Keeping production equipment safe and reliable Ensuring all safety inspections and tests are done properly and on schedule Determining when it’s time to repair or replace malfunctioning equipment Documenting work orders and preventive maintenance on key assets Creating reports for audits and other regulatory compliance needs Archiving work and asset history Storing employee training and certifications Tracking incidents Enabling user-defined permissions, access, and login control Supporting electronic signatures with limited access to a specific signature field to enter approval The advantages of using CMMS software benefit organizations in multiple ways that contribute to management objectives. For example, CMMS offers financial benefits by efficiently scheduling and tracking preventive maintenance tasks on your critical assets. Your CMMS system also notifies you in a timely manner when these services are due, so your team is on top of it. Additionally, staying current on your PM services helps your assets work better and more efficiently for longer—saving money and energy as well as reducing emissions along the way. Waste reduction is another big area. For example, you can reduce material waste by improving the tracking of purchase orders and inventory. Knowing exactly what you have on hand prevents over-ordering and stocking unneeded parts or materials. Not only do you prevent waste of inventory, but you also save the energy needed to transport and store unnecessary stock. Additionally, when you start using electronic records and mobile devices for work order management and inventory management, you reduce the use of office supplies like paper and ink. Regulatory Compliance Even if your organization doesn’t follow a specific management system, everyone must work with guidelines from regulatory agencies. CMMS also offers operations benefits that can help organizations maintain compliance with agencies such as … OSHA ISO FDA FAA USDA CMMS software provides a reliable central repository for your maintenance and safety data. That’s why CMMS software is the right solution to help companies cope with complex guidelines from their industry’s regulatory agencies. With CMMS, you’ll have a traceable history of completed maintenance tasks and documented policies. Then, you can prove that you’re acting in accordance with an agency’s guidelines. Have questions? Contact us. We’re here to help.
How to Pitch CMMS Software to Your Boss
You know you need CMMS software. But your boss isn’t so sure. So, how do you get them on board? Starting by considering how to help them achieve their goals. It will make them look good, and it will motivate them to nurture and support your CMMS implementation efforts. What Does Your Boss Need? For maintenance workers, getting the job done means checking things off the list. The value of the work is a job completed. Executive managers, however, think about costs versus benefits. The value of the work is the return on investment (ROI) for the organization. Managers are responsible for coordinating resources (assets and personnel) toward the achievement of quantifiable goals. If your senior managers are doing their jobs well, they’ll primarily be concerned with “hitting their numbers.” Depending on their level or their title, those numbers could include any of the following: Units produced Savings generated Revenue generated Net gain in productivity Quality (measured in various ways) Cycle time Count on your company’s senior managers to care how CMMS will affect the organization’s numbers—especially the ones important to them. They’ll need assurance that the new software will impact performance in a positive direction. What is the Pain Point? When you purchase or upgrade CMMS software, you always have a problem, or a pain point, that you’re trying to solve. Your boss has pain points too, but they may be different. Usually, the catalysts for change fall into one of four pain points: Functional: A functional pain point occurs when an existing system isn’t delivering on a core maintenance-related function. Technological: A technological pain point occurs when the system you’re currently using is no longer a match for the way you need to conduct the management, execution, and tracking of maintenance. Organizational: Organizational pains are ones that “roll downhill” to you from other places in the organization. You inherit them from someone else who’s feeling pain and requires you to fix it. Scalability: Scalability pains are driven by organizational growth, which causes you to make system and process changes. You probably know your pain points, and you may have more than one. But your boss may have different pain points. The more specific you are about the problem, the easier it will be to find the right solution for both of you. How Can CMMS Help? So how can you satisfy their specific demands—without having to earn an MBA? Simply ask. Sometimes just making the effort to find out what’s most important to them will be enough. And you’ll likely come away from the discussion with a much clearer idea of the reports they’ll want from a maintenance software solution. A few good questions to start with: What key business metrics do you watch most closely? What top three things would you want to achieve with a new CMMS? How would you like the CMMS to improve company performance? Does the product need to include certain reports? Using that information, ask yourself how your boss is likely to be affected—and how they might react to the coming changes in systems or processes. A little time thinking about “why” will go a long way towards getting support from your boss. When you find the right CMMS software for your team, you’re on your way to creating an efficient and productive maintenance department that can cope with the constant change of modern maintenance. And that’s the bigger goal of every manager. Contact us to learn more about how MPulse can help your organization. Get a Free Demo! [related-content]
Decide which CMMS Digital Licensing Fits Your Business
When you purchase CMMS software, you’ll need to buy a certain number of user licenses for the people who will use it. But there’s more than one type of software license. Deciding which CMMS digital licensing fits your business is crucial. Here’s what you need to know about CMMS software licensing. Per-Seat Licenses Not so long ago, most organizations sold “per-seat” licenses. Each person—or seat—needed one license. Five people needed five licenses… ten people needed ten licenses… and so on. And you needed more licenses for casual users who only needed access on a sporadic basis. It was a simple system, and it worked fine when software was installed on individual desktop computers with minimal connectivity. But it’s not as effective for our modern world. Organizations now want the benefits of cloud technology and the ability to access software from multiple devices or locations. They don’t want the administrative hassle of buying licenses when an employee leaves or a device is added. Concurrent Licensing Concurrent user licensing is a newer approach with the potential to save you money. The number of concurrent licenses you need is based on the number of users accessing the software at the same time. For example, if you have a maintenance team of 25 techs who all need CMMS software licenses, you’d have to buy 25 licenses under the per-seat licensing plan. But concurrent user licensing offers more flexibility. Say seven of those techs worked the night shift, while the rest were on the day shift. You’d only need 18 licenses because the night shift won’t be using the system at the same time. If someone leaves and you hire someone new, you don’t need to buy new licenses because the number of users accessing the software at the same time hasn’t changed. Concurrent software licensing offers some big benefits for busy maintenance departments, like… Flexibility for light or infrequent users to access the software without having to purchase more licenses Easy access the software from different devices and locations Improved historical documentation or archiving by retaining legacy user information Faster implementation for new users Improved cost effectiveness with fewer licenses When purchasing concurrent licenses for CMMS software, you’ll need to calculate how many people will need concurrent access. If you buy too few, some employees won’t have access when they need it, slowing their productivity. If you buy too many, you’re paying too much for access you won’t need. Maintenance departments tend to prefer concurrent user licensing because it’s far more cost effective and flexible, particularly for organizations who have employees on different shifts or in different time zones. All digital licensing options are not equal, so it’s important to understand what you’re really buying—and how you can save some money and a lot of time. We are here to help you decide which CMMS digital licensing fits your business best. Contact us to learn more about how concurrent licensing can help your maintenance operations. Get a Free Custom Quote
Five Red Flags to Look for in Maintenance Management Software
When you’re buying maintenance management software, you’re looking for a solution to your pain points. But the maintenance department is a busy place. Sometimes maintenance managers want to get up and running quickly, so they rush the process. We get it. While it’s often easier to ignore red flags, in the long run you’re making more work for yourself when the software or the vendor support doesn’t meet your needs. That’s why it’s vital to pay attention to that small, but important, voice in your head when things don’t feel right. Take the time to look for these red flags in maintenance management software to avoid common CMMS failures. Red Flag in CMMS #1: Usability A system that’s difficult to learn and navigate won’t be adopted quickly by the people who’ll be logging in the most—your users. And software that’s not used will never produce the desired results. If you’re seeing potential problems with usability in a software demo or trial, take the time to address them now. You might think you can make do with a few minor annoyances. But the truth is, a bad user experience will slowly but surely drive everyone up the walls. Those “minor annoyances” you noticed when you tested the maintenance software are going to keep getting in the way every time you need to use the software. Red Flag in CMMS #2: Too Little or Too Much Functionality You want to make sure the software has all the functions you need, without paying for overcomplicated features that will never get used. Look for that sweet spot, where you have the features you want with a little room to grow into new functionality later after the maintenance software becomes part of your workflows. If the functionality isn’t where you need it to be, your software is no longer a tool. It’s just another obstacle in your way. Instead of using your software to accomplish your goals, you’ll have to work around the software to get the end result you need. And that means you’ll waste more time making up for what the software lacks. Red Flag in CMMS #3: Inflexible or Incomplete Reporting One of the ways that poor functionality and usability often cause issues is reporting functionality. Look for limitations on what you can report in the program, or how much reporting you can actually do, or how many reports you can generate in a month. If your software restricts your reporting such that you have to go back to the old reporting techniques, then really, what’s the point of having the software in the first place? Maintenance software should enable you to collect and report on data across your entire asset inventory, providing numerous measures to help you make better decisions and answer business-critical questions. That includes data on emergency maintenance, preventive maintenance, labor hours, parts and inventory, employee productivity, and more. Red Flag in CMMS #4: Vendor Responsiveness A “great” company is no good to you if it doesn’t respond to your requests for help. Take note of a company’s responsiveness during the sales process. Because it’s likely to be the same after the sale. However, if you asked a question that the sales rep couldn’t answer, that shouldn’t necessarily be a red flag (unless it was a really easy question). What you want to scrutinize is whether the sales rep responds in a reasonable time with a reasonable answer. If they don’t, either the individual is disorganized, or he/she doesn’t have technical resources readily available. If that’s the case, it could indicate a poorly funded, poorly manned organization, or a poorly trained staff. That’s a recipe for miserable tech support. Red Flag in CMMS #5: Lack of Scalability Software that doesn’t scale as your needs change will hold you back sooner rather than later. Make sure your maintenance software can accommodate changes in size or volume. Whether it’s adding user licenses or expanding functionality, it’s more affordable to scale up your CMMS software instead of starting from scratch every time. It’s not uncommon for organizations to start with simpler versions of maintenance software. Then, once they are up and running, they see the benefits of more advanced features or enterprise management capabilities with global settings, global reporting, and enterprise-wide inventory search and transfer. Ask what options are available to you down the road. Trust Your Gut Whether you’re considering a large vendor or a small one, take the time to assess whether the company will be a good long-term partner. Ultimately, you should select a vendor you’re certain you’ll be happy with over the long haul. Have questions? Contact us.
Roadmap to Choosing a CMMS in 2022
After nearly two years of COVID-19 related challenges, maintenance professionals are looking to make changes in 2022. Many of their wish lists include buying or upgrading CMMS software. Here’s a roadmap to help you navigate the CMMS selection process. Start researching CMMS management systems by outlining your needs from the product, the price, and the software vendor. The Product To achieve the best results with maintenance/asset management software, your staff should be able to use the software easily, and the software needs to have a comprehensive set of features and functions. Your CMMS software requirements will serve as the basis for your search. Start with realistic expectations about what your organization needs, and what your team will use. Ease of Use You can be the best judge of this one because you know your staff. Ask yourself these five questions to guide your decisions. 1. How computer savvy is my staff? If some of your staff are unlikely to use any computer, make sure the software you’re considering accommodates users who will only be comfortable with paper processes. For instance, you should be able to print out work orders and easily incorporate their use with online usage. 2. How important is mobile usage to my team now and in the future? A growing number of users are at the other end of the spectrum from “paper-only” users. They only want to enter and view data on handheld devices or tablets. Mobile technology is fast becoming the most important interface for maintenance professionals who do most of their work away from the office computer. Make sure your vendor has a mobile app that’s purpose-built for the devices your team will be using. 3. Will I be able to easily configure the software to my custom needs? Be sure to ask your vendor how easy it is to configure the system to match your workflow, terminology, security, and language needs. You should be able to customize these settings yourself, without relying on your IT staff or the vendor, or incurring service fees. 4. Is the software I’m evaluating purpose-built for maintenance and asset management? Employees are generally happier with software that’s written specifically for the jobs they’re doing. Be wary of general-purpose software that has been retrofitted for asset management or maintenance tracking usage. 5. Is the software easy to access from any computer? Today’s leading solutions offer access through a standard web browser. It’s the easiest way to access software and doesn’t require special software installed on your desktop or laptop machine. It’s best to find a vendor that offers both the option to install the software locally on your company servers, or to have it professionally managed on a hosted server. Comprehensive Feature Set When your CMMS implementation process is successful, the last thing you’ll want to learn later is that you don’t have room to grow. Ask yourself these three important questions when you’re evaluating the depth and breadth of an application’s features and functions. 1. Does the software include advanced features—or the option to add them? Advanced features like condition-based maintenance, cost center budgeting, and advanced inventory tracking can become important as your organization matures. You may not use these functions initially—and shouldn’t have to pay for them right out of the gate—but make sure there’s a reasonable upgrade path. You might need to add them later. 2. Will I be able to easily integrate it with other systems? If software becomes an “island,” its usefulness is limited, and staff may be forced to learn and use other systems. Look for software based on industry-standard technologies so it can easily integrate with other standard software applications, like accounting, HR, and building automation. Ideally, you should be able to set up integrations and data exchanges yourself, without calling on your IT staff, the vendor, or expensive consultants. 3. Will the software share data across multiple sites? If your organization has multiple sites, each with their own maintenance manager, you’ll need software that allows each site to operate independently, but still allows easy information sharing across sites. Be sure you can consolidate reporting at the regional or corporate level, if needed. The Price When you’re beginning your evaluation of a software package, it’s fair to expect sales reps to provide price-range estimates. Of course, you’ll have to cooperate by answering questions about your specific needs. The more accurate answers you give, the better price estimate you’ll get. Early quotes that include optional features and “add-ons” may provide more precise estimates, but they can also add complexity early in the discussions. If you decide to include such items in preliminary quotes, be willing to devote some extra effort to understanding the details. If the range of the estimate is in your ballpark, you can feel confident about going forward with evaluating the product and company. Once you’ve narrowed down your choices to a few favorite vendors, ask each sales rep to refine her pricing. Make sure you calculate the five-year total cost of ownership. Include startup training, integration services, data migration from legacy systems, hosting, and maintenance/support agreements. Pricing Models Typically, there are two ways to purchase software. Subscription Pricing This purchase method is often referred to as Software as a Service, or “SaaS.” When you opt for SaaS, you’re actually renting the software and you pay a monthly or yearly fee. This is a common option with many applications today—but it may not be the best one for you. Advantages Easier on cash flow up front and over the first 2-3 years. May be able to purchase it without a formal procurement process (i.e., you’re just signing up for a service). You get to try out the product and the vendor without fully committing. Disadvantages Higher total cost over the long term. Vulnerability to price increases. You never own the software. Stop paying and you lose access. Licensed Purchase With this option, you will purchase a license to use the software (in practical terms, forever) for a one-time fee.
How to Find the Maintenance Reports You Need
Maintenance reports in CMMS software give you easy access to the numbers you need to make important decisions. You can quickly produce status reports and documents in MPulse, giving details or summaries of your team’s maintenance work. MPulse helps you create simple, easy-to-read graphic reports with just a few clicks. Let’s learn how. How to Prepare a Maintenance Report To prepare a maintenance report in MPulse, start by choosing Report Widgets from the main menu. In the top left corner, you can choose the type of report you need (financial, production, planning, etc.). If you want to, change the type of report in the Report Area field at the top right side. To save your report, simply click the Save button at the top right corner of the screen. Also check the Add to Dashboard box if you want the report to display on your personal dashboard. That’s it! Couldn’t be easier. How to Customize Your Maintenance Report Many customers also want custom maintenance report writing, which is also easy to do in the MPulse Report Builder. Start by selecting the closest report under Report Widgets. That gives you a good starting point to build your report. Edit the report to include the data you need and the time period you want. You also can add custom information to the Description field. Next, you have several choices for customizing a facility maintenance report, equipment maintenance report, financial report, etc. in the Data Area section. Select the Graphic Report Type you want. Choose the Record Area and Field you want for the x-axis of your chart. Pick the Display Range and Display Sort. Enter the Calculated Area and Calculated Field you want for the y-axis of your chart. Choose the Summary of Calculated Field #1 for the type of summary data you want. If you want a second calculated field, click on Add Calculated Field (#2) and follow the same steps to set the parameters. Finally, under Options, you can… Click Show data labels, if you want to display labels. Set the Access Type to control who can access or edit the report. Creating a report on maintenance management gives you the ability to accurately assess how your department is functioning and where you might make changes to improve. CMMS software also can help reduce operational costs by using detailed tracking tools for financial and business metrics. For example, a maintenance audit report can help you run your maintenance team, as well as measure and use key performance indicators (KPIs). Contact us to learn more. Get a Free Demo!
Maintenance Benchmarks for Universities
Colleges and universities are tasked with maintaining the longevity of investments in their institutions. Facility management becomes a huge part of this pursuit by ensuring physical buildings and grounds are operating and functioning properly. Moreover, facility costs are the second largest expense category behind personnel costs for colleges and universities. Additionally, it’s a big job. Maintenance departments at colleges and universities are responsible for maintaining all facilities and infrastructures to their effectiveness for intended activities. That includes HVAC, electrical, fire safety, plumbing, cleaning and sanitation, structural, transportation, groundskeeping, safety, pest control, etc. Higher education maintenance also involves customer satisfaction—with customers that range from students, facility, staff, and administration to board members and members of the public. But how does a university or college determine the effectiveness of its maintenance program? Benchmarks. Common Benchmarks for Colleges and Universities Benchmarking allows managers to assess and evaluate different metrics in their field. For facility management, it’s a process that compares and analyzes data based on the building’s performance. Firstly, you start by using your CMMS data to measure your team’s current key performance indicators (KPIs) and create a baseline. Many maintenance benchmarks common in higher education facilities will look very similar to general facility management. KPIs evaluate your success in the areas you care about, while also giving you a new level of insight about what’s going on in your department. Three main KPIs for facilities management benchmarking are: Maintenance cost for a specific period Units of electrical and other energy consumption Surveillance of building assets and their value to the company Secondly, size, building use, occupancy, time of use, age, building composition, and level of service all affect the cost of running a facility. Some universities and colleges use the Square Foot Rule as a starting point for calculating benchmarks, such as… Building Maintenance and Repair Cost Average per Sq. Ft.: maintenance materials, staff wages, subcontractor management, subcontractor cost Building and Facility Utilities Cost Average per Sq. Ft.: electricity, natural gas, water Janitorial Building Facility Costs Average per Sq. Ft.: cleaning materials, staff wages, equipment Additionally, other common benchmarks include… Planned Maintenance Percentage: The percentage of the total hours spent on PM maintenance activities over a specific period Preventative Maintenance Compliance (PMC): The percentage of scheduled PM tasks that get done in a specific time interval Mean Time to Repair (MTTR): The average time to evaluate and repair failed assets Maintenance Backlog: The percentage of uncompleted tasks Finding Benchmarks You can evaluate your department’s performance by comparing your metrics and processes with those of other organizations. Start by researching your industry’s benchmarks to see how you’re performing and where you should look for improvements. For instance, you can find benchmarks from industry associations, maintenance journals, benchmark databases, and other sources. Additionally, use your professional network to find common benchmarks that your industry uses. When comparing benchmarks to other institutions, it’s also important to take into consideration the location, typical weather, age of the facilities, and condition. Then, based on your team’s performance and the industry standards, use your benchmarks to determine realistic KPI goals for your organization. Also, create a reasonable timeline with goal-based milestones and efficiency goals. Over time, MPulse helps you pinpoint trends and determine what areas need more attention. You also can create benchmarks to measure current performance against historic performance or goals. Whatever you decide to measure, CMMS software gives you the tools you need to determine if your maintenance team is doing the right things to support or improve productivity—and if they’re doing those things correctly. This way you will be able to measure maintenance effectiveness. Need more information on creating maintenance benchmarks? Contact us. We’re here to help. Get a Free Demo! [related-content]
How to Create a PM Tracking Routine
Reducing breakdowns and emergency repairs directly impacts your team’s workdays. But setting up a PM tracking routine might feel challenging if you’re facing a huge backlog of maintenance tasks or feeling the pinch of labor shortages and budget cuts. But here’s where CMMS software can help. How Do I Get Started? It’s important to start small with manageable goals. We recommend creating a list of your organization’s most important assets. Rank them by their impact on production and operations. Next, you can… Pick five of those assets. Enter scheduled maintenance tasks into your CMMS software, based on the manufacturer’s recommendations. Choose to schedule each task by time or meter. For example, you might want to schedule safety inspections or tasks for assets like HVAC systems based on time. However, it makes more sense to track miles, hours, or runtime with assets like vehicles or production equipment. If you choose to make a task meter-based, enter the anticipated usage and frequency interval. Include any important details that your technician needs to know, like checklists, links to manuals or websites, and parts and inventory. Next, your CMMS software will generate a schedule of PM tasks, making it simpler to follow the manufacturer’s guidelines. These schedules and inspections help spot issues before they occur. Additionally, they enable you to prioritize daily tasks for your teams, making sure the most important jobs get done, while the lower priority work doesn’t slip through the cracks. What’s Next? Next, choose five more assets. Continue until you’ve entered the scheduled maintenance tasks for every asset that you want to track. Okay, Now What? With your maintenance tasks scheduled, you now can collect data with every completed work order. Over time, this information can help you identify repeated issues with assets and give insight on ways to correct them. Helpful Tips When creating your PM schedules, help your team save time when they’re in the field or on the production floor by providing key details for each task like… Manufacturer or vendor’s name, website, and contact details Location of asset Tasklists Documentation, including manuals and warranty details Inventory and parts information and location Benefits of PM Tracking Why bother setting up a PM tracking routine? It helps prevent the need for more costly repairs. Benefits include… Automated PM tasks schedules that make it simpler to follow the manufacturer’s guideline Reduced emergency maintenance issues and unexpected production stoppages Lower overtime costs for emergency repairs and production losses Decrease in more serious problems and more expensive maintenance that arise as a result of neglect Established schedules that ensure equipment is properly calibrated and lubricated Elimination of lost information between shifts, reducing confusion and errors Automated schedules for both employees and contract workers Improved equipment and asset reliability Streamlined compliance reporting Find out how MPulse Software can help you create a preventive maintenance program. Leave a comment or contact us.
10 Most-Asked Questions about CMMS Data Reporting
CMMS data reporting is one of the most important capabilities for maintenance departments. Here are 10 of the most-asked questions about reporting. 1. What’s a CMMS report? A CMMS report enables you to transform your CMMS data into meaningful insights and make data-driven decisions by analyzing historical costs and trends. You can capture a wealth of data with every work order or scheduled preventive maintenance task. Then, track the associated maintenance costs of specific assets, so you know exactly what they’re costing you. This data can be applied directly to purchasing or other important organizational decisions. You’ll be able to purchase, operate, maintain, upgrade, or dispose of assets in the most cost-effective manner. 2. What does a CMMS report tell me? Even simple data from work order records can provide powerful insights. At a glance, you’ll know exactly how much money each work order type is costing your business in maintenance for a specified timeframe. Certain questions can be quickly answered… What type of maintenance do I spend the most on? How does the cost of preventive maintenance compare to repair costs? If I run this report for a different time period, like last year, are there significant changes by category? Beyond general questions, you can ask precise questions that’ll lead to a more informed decision-making process… Why are my machining maintenance costs so high? What new equipment needs to be purchased, if any? How much will the new equipment cost compared to the current maintenance expense? Will I save money over time by purchasing new equipment? How much? 3. What data can I use to create reports? CMMS software allows you to collect and report on data across your entire asset inventory, providing numerous measures to help you make better decisions and answer business-critical questions. That includes data on emergency maintenance, preventive maintenance, labor hours, parts and inventory, employee productivity, and more. Additionally, many contemporary CMMS solutions like MPulse allow you to connect to meters and gauges directly, eliminating the need for meter readings and manual data entry. That information really comes into play when it’s time to make important decisions about the condition of your assets, like whether you should repair or replace it. 4. How long does it take to create a report? With MPulse Software’s CMMS solutions, you can create simple, easy-to-read graphic reports with just a few clicks. Our reporting features enable you to… Select from over 300 pre-configured text and graphical reports Easily build your own reports in the MPulse Report Builder Customize your reports or create graphical views 5. How can I build a custom report? The MPulse Report Builder lets you create custom reports based on the information you need to know. Simply choose the report type you want to create, the time period you want, and the data you need to report on. You can save your custom report, and use it just like any other report. 6. Can I add a report to my MPulse Maintenance Dashboard? Yes! It’s easy to add a report to your MPulse Maintenance Dashboard. Each report has a checkbox that will allow you to add it to your dashboard. Many MPulse customers use their dashboards to monitor CMMS data, so they can see what they need to know in a glance. 7. Can I export CMMS data into an Excel spreadsheet? Yes, MPulse makes it easy to export data into an Excel spreadsheet, as well as import data from Excel. Many maintenance operations use Excel for other business functions, so this feature makes it easy to work with your data. You also can export and import data from other common file types. 8. Can I limit who can see my reports? Yes, you can choose to keep your reports private or you can share with other users. With MPulse Role-Based Access Control, you also can set up user groups who can view or edit reports as you see fit. As a result, the people who need the information—and only the people who need the information—have access to it. 9. What’s a gauge report? MPulse helps you create gauge reports, which show information like it’s on a dial or a speedometer. Many MPulse users will set up gauge reports to show key business indicators in a format that’s easy to see at a glance. 10. Can I email or print reports? Yes! It’s easy to email or print reports from MPulse with just a click. CMMS reports give you easy access to the numbers you need to make important decisions. Contact us with any questions. Get a Free Demo!