Håkan Östholm
Sales and Senior Business Consultant
EPICAL'S SERVICES
Assessment
Assessment as a Tool for Insight and Development of Maintenance and Inventory Operations
An assessment, with minimal effort, provides a clear picture of how maintenance or inventory operations are conducted and what is required to reach a mutually defined desired state. The assessment is conducted in workshop form with two consultants on-site at the customer's location using a standardized audit model based on Epical's best practice maintenance/inventory process. During the first two workshop days, a questionnaire is used to map your current state, where you answer the questions and demonstrate how the process needs are managed in the maintenance system, organization/roles, and areas, while Epical takes notes in the questionnaire. The following processes are reviewed:
Maintenance Processes:
- Fault Reporting
- Planning and Preparation
- Scheduling
- Performing Emergency, Planned, and Preventive Maintenance
- Create and revise follow-up
- Create object structure
- Performance measurement
- Confirmation through visible leadership
- Spare parts management
- Documentation management
- Prepare special tools
- Goal work
- Maintenance budget
- Systematic competence development
- Perform analysis
- Predict through data
- Develop the business
Storage processes:
- Managing Item Needs
- Manage consumption and inventory levels
- Manage inventory activity
- Manage ordering and purchasing
- Managing Received Item
- Manage stocked item
- Manage reservation, withdrawal, and delivery
- Handling item scrapping
- Repair Handling
System
- Asset structures
- Work orders
- Preventive maintenance
- Scheduling
- Mobility
- Security
- Economy
- Inventory
- Purchasing
- Supplier
- Documentation
- Tool management
- Manage data-driven maintenance
- Integrations
- Analysis
- Reports
- KPI:er
- Search
When the current state is mapped out, a maintenance/warehouse development concept is presented where the desired state is identified. Based on the mapped current state and the desired state, an action plan is developed outlining what should be improved in terms of working methods, organization, and system support.
Assessment structure
The assessment is conducted in workshop form through a set of questions that the customer answers and demonstrates the organizational structure and how the maintenance system is set up to support the execution of maintenance.
- Standardized assessment model based on the maintenance process
- The first workshop handles a set of questions that maps out your current state, how you work in the maintenance system, and the structure of the organization.
- Analysis and scoring
- The second workshop presents the improvement potential and existing strengths and defines the desired state.
- Action plan and assessment report
Who Participates in the Assessment?
Maintenance management and invited participants who have insight into how the process is conducted.
Scope and Content of the Assessment
Two workshop days and 2 presentation sessions of 3 hours each within a 4-week period.
How Is the Assessment Delivered?
A report on the mapped current state and desired state with an action plan outlining what needs to be improved in terms of process, support systems, and organization.
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