PSIwebware Blog

PSIwebware helps you run your buildings better.

Archive for the ‘CMMS Software’ Category

Preventive Maintenance Planning

Thursday, July 16th, 2009

Preventive Maintenance (PM) Planning is an essential factor to optimize cost and extend equipment life.  Preventive maintenance can be better planned when it is separated into four disciplines:

  1. Plant or Manufacturing Support
  2. Exteriors, Interiors, Furniture, Security, Fire and Life Safety Systems
  3. Electrical Switchboards, Floor panels, and Devices
  4. Vendor Maintenance Services such as Elevators, Building Controls, Painting, etc.

Using this approach, your maintenance team can focus on the important aspects of each critical area to avoid generalizing services, which will lead to lower costs and more consistent service.

As an example, Painting is a common issue in a number of facilities.  Preventive maintenance engineers are usually not responsible for painting, but they may be asked to do touch-ups.  However, excessive touch-ups can leave a leopard look in the facility, so painters should be called in to re-paint instead.

These types of issues are common, and can be predicted with some level of accuracy, so they should be included in the Preventive Maintenance Plan to avoid inconsistent service.  To lower costs and increase service, tools such as Preventive Maintenance Software are often used to keep track of all PM frequencies, work instructions, and PM Inspections.

Inspecting your facility regularly can also improve PM performance:

- Public and Executive Areas – usually inspected weekly
- Building Exteriors – usually inspected annually
- Garages and Back Hallways – usually inspected semi-annually
- Occupied Areas of the Building – usually inspected quarterly

Creating and effectively using your Preventive Maintenance Plan will increase control, reduce costs, and improve service in your facilities.

Maintenance and Repair Management Systems

Thursday, July 16th, 2009

When choosing a Maintenance and Repair Management System, it often difficult to find one system that meets the needs of everyone in the organization.   Although there are quite a number of Preventive Maintenance Software systems available, they each are organized differently and have their own requirements regarding maintenance.

An effective maintenance and repair system operates from the perspective of a facility manager.  Maintenance needs to be goal oriented, and Preventive Maintenance Software should support the needs of those directly performing or managing the work.

A well-designed management system will follow the classic management model: planning, organizing, staffing, directing, controlling, and evaluating.  An excellent system will include a high level of automation and notification of significant events.

Elements to look for in a Maintenance and Repair Management System:

- Work Planning and Budgeting
- Staffing, Scheduling, and Performance Tracking
- Unscheduled Work Management and Automated Notifications
- Preventive Maintenance Management, Condition Assessment, and Equipment History
- Reports that increase understanding and lead to Preventive Action

Of course, oversight control and quick access to key performance measurements are important to corporate managers, and they should seek a system that will give them the tracking capabilities they need.

However, the most important priority should be choosing a system that your staff understands so they use it properly.  Bells and whistles may look desirable, but if the bell never rings and the whistle never blows, you have just purchased expensive eye candy.

Maintenance Planning Essentials – Tracking Performance

Tuesday, July 14th, 2009

Once you plan is in place, you now have a game plan to insure performance.  Tracking performance is a critical part of your plan – without it, there is no need for a plan.

This is where tools such as Preventive Maintenance Software can really help you.  Understanding the dynamics of your facility, and having the framework to improve performance will help your team achieve their objectives.

Performance tracking is a daily event.  Whenever work is performed, there is a cost and hopefully a benefit.  Knowing the balance between cost and benefit is one of the primary roles of a CMMS.  It is easier to make improvements when you have a performance baseline rather than taking an educated guess.

Tracking performance will improve your budget control, allow you to test your assumptions better, and understand when conditions have changed that can affect your maintenance plan.

Maintenance Planning Essentials – Contingency Planning

Tuesday, July 14th, 2009

Discussion within your team is essential to help you consider many different scenarios to improve contingency plans.  This will allow you to be more responsive when issues arise, but also demonstrate the capabilities of your staff to respond to those issues in a consistent manner.  Your goal is to think through the scenarios that will protect you from failure.

Here are some common scenarios to consider:

Fiscal – Running out of funding is not fun.  Estimate your “burn rate” for normal services, but include likely scenarios where you may need additional funds.  In particular, if additional funding is needed, how will the extra funds be secured?  If there is a high probability of exceeding your budgets, you should clearly define the circumstances that need to be managed to minimize the potential budget threats.

Emergency Response – What will be done in case of a flood?  How about a power outage?  What if the sewage is not flowing?  Emergencies don’t have to be disasters if they are thought through and you have a plan to overcome them.

Personnel – Do you have coverage for key personnel if they were unavailable to work?  Understanding your human resources and what can be done to cover for key staff is an important part of your plan.  Considering today’s budget shrinkage at many facilities, even if you only have to cover for vacations and sick days, you could be too light staffed to perform adequately.

Budgeting, Work Notifications, and Scheduling are fundamental needs of your facility.  Using tools such as Facility Maintenance Software will help you control day to day activities more efficiently, which leads to better organization when dealing with the unexpected.

Maintenance Planning Essentials – Assumption and Constraint Stages

Tuesday, July 14th, 2009

Assumptions:

When looking into the future, some assumptions need to be made for the sake of planning.  Accurate assumptions can be made through knowledgeable individuals and with effective use of what you already know.

It can be helpful to ask yourself the question, “What information do I need to prepare a facility plan for five years from now?” Assumptions should be limited to only the ones that are truly significant to the plan.

Constraints:

Sometimes, facility constraints that can impede the maintenance plan’s effectiveness are listed separately.  The goal is to understand the real world issues that you face, such as budgetary pressures, equipment condition, facility history, rising energy costs, etc.

Constraints should only be declared when they have the potential to significantly affect your performance objectives.

Planning and efficiency tools such as Building Maintenance Software can help understand past performance, surges in tenant demand, staffing requirements, and equipment history.

Maintenance Planning Essentials – Introduction and Expectation Stages

Tuesday, July 14th, 2009

Little has been done in most facilities to standardize maintenance planning.  Strategies vary from planner to planner and in many facilities, last year’s plan is used without modification, or there is no plan at all.

To improve facility management performance, your plan for next year should build on what you have learned this year.  Below are the first two parts of a maintenance plan format example:

Introduction:

This stage of the planning process sets the scope and the tone.  Usually this stage consists of a purpose statement.  Your goal is to outline the needs of the facility, the general desired outcomes from the maintenance department, the time frame of the plan, etc.

Performance Expectations:

In this stage, the relevant performance expectations of the maintenance plan are detailed.  This might include energy cost reductions, facility improvement projects, recycling goals, and business factors that affect maintenance.

Your objective at this stage is to set goals that are achievable and strategic to the facility.  Trying to outline all of the factors important to the facility is unrealistic.

You should include some method of tracking performance to ensure that each goal is measurable with desired performance outcomes that include timelines.  Tools such as Facility Maintenance Software can be an essential part of your performance tracking plan.

Designing a Maintenance Plan

Tuesday, July 14th, 2009

Every aspect of a facility needs a certain level of maintenance that is determined by the management team to minimize operations costs and to maintain the desired level of performance.

Approaches to facility maintenance typically fall under the following categories:

  1. Inspect and Repair Only as Necessary
  2. Cyclical Repair
  3. Preventive Maintenance
  4. Predictive Maintenance
  5. Breakdown Maintenance

A good maintenance program uses a combination of the techniques above to ensure that facility elements are maintained and repaired cost-effectively.  Depending on the goals of the facility, one of the categories should be chosen as a primary approach, with other categories providing flexibility and support to the plan.

Preventive Maintenance Software can be a big help when designing and managing your maintenance plan.  A good system will ensure that the plan is followed by effectively scheduling work, responding to requests, tracking work performance, and understanding costs.

Your maintenance plan would not be complete without tenant input.  Active roles can be taken by the tenant to save up to 10% of operation and maintenance costs in most facilities:

  • Report spills and leaks quickly
  • Report deficiencies
  • Turn off lights when not in use
  • Turn off water faucets
  • Use mats to clean feet
  • Report unsafe conditions

When you put all of the requirements and resources within your facility into one plan, you have a solid path to avoid many costly issues and improve the efficiency of your facility.

Efficient Inventory Management with Barcodes

Tuesday, July 14th, 2009

Inventory management serves three purposes:  To keep an accurate count of what is available, to understand consumption for better planning, and to ensure depreciable items are accounted for properly.

Although some inventory management rules are not made by the facility management team, facility managers are responsible for efficient utilization of their inventory.  To get the most from your inventory resources, technology such as bar coding used by Preventive Maintenance Software can be a good investment.

Bar coding assigns a number to a piece of property to track its physical location and also to create a history of use.  Handheld scanners can then be used to effectively manage inventory, such as supplies, tools, parts, and equipment.

 Considerations for implements a bar coding system:

  1. What degree of detail is desired for inventory tracking?
  2. What will be described (Condition, Quantity, etc.)?
  3. How are locations defined so that everyone understands them?
  4. Will inventory be differentiated (depreciated value, owned v. leased, etc.)?
  5. What will be the strategy used for initial tagging?
  6. How will information be updated?

Although purchasing handheld scanners to benefit from bar coding does come with an up-front expense, it is an effective way to optimize inventory management in mid to large size organizations.

Facility Operations

Wednesday, July 1st, 2009

If you asked an average person in your building about Facility Operations, you are likely to get the impression that facility management runs smoothly with little funding, doesn’t experience many problems, and needs little management attention.  Oh, the stuff dreams are made of…

What you know is that 50-75% of facility budgets revolve around facility operations:

  • Plant Operations
  • Energy Management
  • Hazardous Waste Management
  • Recycling
  • Inventory Management
  • Communications Management
  • Alterations Management
  • Relocations and Move Management
  • Furniture Installation
  • Disaster Recovery
  • Maintenance and Repair
  • Security
  • Fire and Life Safety

Well run facilities rely on well organized staff so their tenants don’t experience many issues.  And with ever shrinking resources, facility managers are increasing their reliance on tools such as Building Maintenance Software to prevent wasting their valuable resources.

On reflection, maybe it’s a good thing that facility operations are often forgotten.  This demonstrates that a good management team is insuring that over 95% of problems are solved effectively with little notice by tenants and visitors.

If we could only get them to forget about the pesky 5% that is left….

Work Coordination

Tuesday, June 30th, 2009

If you are like most managers, you have probably sworn to yourself on a number of occasions that you won’t let scheduling conflicts get the better of you again.

Scheduling conflicts can quickly drain your available resources, lead to unreasonable amounts of waste, and can turn a good project into one that keeps you up at night.  Managers and suppliers should work as a team to achieve the efficiencies needed to have successful operations.

Building Maintenance Software can be an effective way to help your team manage preventive maintenance, cyclical maintenance, repair projects, service orders, alteration projects, and capital projects.  These tools help your team coordinate successfully with a minimal amount of effort, even when the projects involve conferences, parties, and after-hours activities.

The objective of work coordination should be to make the most efficient use of everyone’s time.  When challenged with the many functions of facility management, scheduling conflicts and potential problems have become expected to some degree.

Keep in mind that efficient work may not mean eliminating all scheduling conflicts, since that may actually cost more than it’s worth.  Efficient work means eliminating scheduling conflicts that drain your resources and have excessive costs, knowing that you will still have some minor conflicts.

Using the right tools and techniques for proper planning and project management, along with a good communication process, will result in work coordination that everyone on your team will appreciate.