Assessment as a Tool for Insight and Development of Maintenance and Inventory Operations
Auditing, with a small effort, provides a clear picture of how maintenance, inventory operations are carried out, or the involvement of maintenance in procurement projects, and what is required to reach a collectively defined desired state. The auditing is conducted in a workshop format using a standardized audit model based on Epical’s best practice maintenance process, inventory process, and procurement process. During the workshop days, a set of questions is addressed to map your current state, where you answer the questions and demonstrate how the process needs are managed in the maintenance system, organization/roles, spaces, and Epical for note-taking in the question set. 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
New Acquisitions
Feasibility Study
Pre-study
Project design
Supplier Selection
Construction
Manufacturing & FAT (Factory Acceptance Test)
Installation & SAT (Site Acceptance Test)
Production Start
Handover
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
Once the current state is mapped, a maintenance/inventory development concept is presented, along with maintenance's involvement and impact within procurement, where the desired state is identified. Based on the mapped current state and desired state, an action plan is developed outlining areas for improvement in workflows, organization, and system support.
Assessment structure
The audit is conducted in a workshop format using a set of questions that the customer answers and demonstrates the organizational structure, as well as how the maintenance system/templates are set up to support the execution of maintenance, inventory, and procurement.
A standardized audit model based on the maintenance process/ inventory process /maintenance involvement in procurement.
The first workshop addresses a set of questions that map your current state, how you work within the maintenance system/templates, and the organizational structure.
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
Maintenance process: 2 workshop days
Inventory process: 1 workshop day
Maintenance involvement in procurement: 1 day
Presentation of improvement potential and defining the desired state: 1 day
Analysis, scoring, action plan development, and audit report: 2-4 days
Audit presentation: half a day
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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