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Operations & Maintenance
Different Methods of Documenting Maintenance
In this article, we’ll compare common maintenance documentation approaches and help you identify which method best fits your needs.
Key Takeaways:
Paper-based maintenance logs are cheap and simple but prone to damage, loss, and inconsistent records.
Nearly 50% of organizations used spreadsheets as their primary maintenance tracking method in 2022.
Two-thirds of organizations now use a CMMS for centralized, automated, and real-time maintenance tracking.
How your team documents maintenance work can make all the difference between a quick repair and hours of downtime spent searching for information that should have been easy to find.
Yet many facilities still rely on methods that create more problems than they solve.
If you manage maintenance operations and struggle with lost records, inconsistent data, or difficulty tracking asset history, this guide is for you.
In this article, we’ll compare common maintenance documentation approaches and help you identify which method best fits your needs.
Paper-Based Maintenance Logs
Let’s start with one of the simplest documentation methods: paper-based maintenance logs.
This is a traditional approach that some teams still use, though it’s becoming increasingly rare as digital tools become more widely available.
In fact, you'll typically find paper logs in smaller facilities or operations that haven't yet made the switch to digital systems.
Maintenance teams often record their notes on a structured template like the one shown below.
Source: Templatelab
Printable maintenance templates like these help ensure every key detail is accounted for, and nothing is accidentally missed.
Otherwise, workers must take notes on blank sheets or in notebooks, which can lead to inconsistent records.
One technician might record the maintenance date and asset name, while another might skip those details entirely.
Structured templates solve this problem by prompting workers to fill in specific fields every time.
However, even with this structure, this is a fairly low-tech documentation method.
As such, paper logs will have their fair share of disadvantages.
We’ve outlined some specific pros and cons in the table below.
ProsConsLow upfront costProne to damage, loss, and illegible handwritingSimple to start, no training requiredCannot search or analyze historical data quicklyUseful as initial notesNo reminders or schedulingKnowledge leaves when key workers retire
Of course, the pros are the simplicity and low cost of this approach. You don't need software, subscriptions, or even an internet connection.
Anyone can pick up a pen and start writing immediately.
Additionally, paper logs can sometimes be useful in the field as initial maintenance notes.
A technician working on equipment might jot down observations quickly, just in case they forget important details before returning to a computer.
That being said, even in these situations, one of the main issues is that notes can be illegible due to handwriting or get damaged by water, oil, or general wear.
When that happens, the information becomes useless.
Plus, there are other reasons why paper records aren’t the best choice, such as inefficient data retrieval:
“Paper records can only be in one place at a time, often requiring team members to wait for access or rely on photocopies.”
You’ll also need hours of manual work if you want to search through historical data or identify patterns across multiple assets.
There's no way to search, filter, or generate reports automatically.
And here's perhaps the worst part.
Say an experienced employee has developed a certain system for organizing maintenance logs, or they write notes in a way that only they truly understand.
If they leave or retire, that knowledge goes with them.
As a result, the team inherits records that are often incomplete or difficult to decipher.
Overall, paper-based logs are simple and cheap to implement, but they come with significant limitations in reliability, accessibility, and long-term usefulness.
For most facilities looking to grow or improve their maintenance operations, paper logs should be considered a temporary solution at best.
Spreadsheet-Based Maintenance Records
Spreadsheet-based maintenance logs are a step up from their paper-based counterpart.
You’re likely familiar with this digital maintenance tracking method and may currently be using it or have used it in the past.
In fact, a lot of organizations use spreadsheets to track maintenance activities.
That certainly was the case in 2022.
Comparesoft data from that year shows that almost half of the organizations surveyed used spreadsheets as their main maintenance management system.
Illustration: WorkTrek / Data: Comparesoft
This suggests that they are generally quite effective, doesn’t it?
Well, if we contrast that figure to the findings in the 2024 State of Maintenance Report by Upkeep, we can see that spreadsheet usage, along with the use of paper logs, has dropped to 27%.
That's a noticeable decline in just two years.
To explain this drop in usage, it helps to look at the advantages and disadvantages of this documenting method:
ProsConsFlexible structure, easy to customizeVersion control issues with multiple usersBasic sorting and filtering capabilitiesManual data entry leads to errors and inconsistencyCan create simple charts and reportsNo automation, alerts, or real-time updatesSingle source of truthNot scalable
For starters, the benefits are definitely there.
Spreadsheets are low-cost, versatile tools that can be tailored to many specific maintenance workflows and use cases.
Plus, simple filters along with charts and reports can transform raw data into simple reports, although some tech know-how is necessary.
Having everything in a centralized file also allows teams to have a single source of truth for work orders, asset history, parts usage, and other relevant maintenance-related details.
When done well, a spreadsheet can keep a small team organized and on track.
However, issues can still arise.
What happens when multiple workers update the same spreadsheet, or when team members have separate spreadsheets that they want to consolidate?
These version control issues are a big concern.
Source: WorkTrek
One technician might update their copy of the file while another technician does the same, and suddenly you have two versions with different information.
Worst of all, neither person knows which version is correct.
Cloud-based tools like Google Sheets help reduce this problem, but they don't eliminate it entirely, especially when edits happen simultaneously or when users forget to refresh their view.
Next, spreadsheets require manual updates and data entry from maintenance teams.
Every work order, every inspection, every parts replacement needs to be typed in by someone.
A technician might enter a date in the wrong format, misspell an asset name, or forget to log a completed task altogether.
These small mistakes add up over time.
And importantly, this manual approach is simply not scalable if operations grow. What works for a facility with 50 assets becomes overwhelming when that number reaches 500.
So, while spreadsheets work well as a starting point, they often become a bottleneck as maintenance operations become more complex.
Messaging-Based Documentation
Messaging can also be used for maintenance documentation, though it generally falls short of the structure provided by spreadsheets.
Some teams rely on email communication to track requests and document maintenance work.
A technician might email their supervisor when a repair is completed, or a manager might forward a maintenance work request to the appropriate team member.
Such an email can be fully unstructured, with just a few sentences describing the issue, or it can follow a more structured approach, like the example below.
Source: WorkTrek
While a step up from paper logs, it still has its shortcomings.
Email avoids issues like illegible handwriting and physical damage to records.
However, as stacks of paper maintenance notes can be overwhelming, a full inbox can quickly become just as chaotic.
As Kristen Griffith, Senior Manager of Corporate Communications at PTC, explains, teams easily get overwhelmed when requests and reports all go through email.
Illustration: WorkTrek / Quote: PTC
Work orders can get buried among other emails, while reports from workers can get lost and become difficult to retrieve by management.
Important details end up scattered across dozens of message threads, making it nearly impossible to build a clear maintenance history for any single asset.
On top of that, there is no easy way to track whether a request has been completed or is still pending.
A more structured alternative is using communication and collaboration platforms like Slack or Microsoft Teams, or even specialized, custom-built tools.
These tools can help by organizing conversations into dedicated channels for different equipment, locations, or maintenance types.
Source: Slack
For example, a team might create a channel specifically for urgent repair requests and another for routine inspections.
This keeps related messages together and makes searching easier than digging through a general email inbox.
Some teams also use built-in features like pinned messages or task integrations to track open items.
However, these platforms still lack core functions of maintenance management software like automated scheduling, asset tracking, and reporting.
Before we move on to dedicated maintenance management software, let's summarize the pros and cons of this method:
ProsConsFast and convenient for quick requestsInformation scattered across inboxes or chat threadsMost workers already use email or chat dailyDifficult to search for specific maintenance historyAllows photo and file attachmentsNo structure for tracking work order statusGood for urgent communicationPoor accountability, easy to miss or forget requests
In short, messaging-based documentation offers convenience and speed, but it falls short when it comes to organization, accountability, and long-term record keeping.
For teams that need reliable maintenance history and clear tracking, this method should only serve as a supplement to a more robust system.
CMMS
Speaking of more robust systems, the best choice when it comes to documenting maintenance is using a Computerized Maintenance Management System, or CMMS.
These systems are purpose-built for this exact function and are the most effective way to document, track, and manage maintenance activities.
It's no wonder that, according to UpKeep’s research, two-thirds of organizations now use a CMMS.
Illustration: WorkTrek / Data: UpKeep
If we look at the table below, it’s clear to see why, as the advantages of these systems far outweigh any cons.
ProsConsCentralizes all maintenance data in one placeRequires upfront investment and implementation timeAutomates scheduling, reminders, and reportingLearning curve for teams new to the softwareEnables trend analysis and data-driven decisionsSome features may go unused without proper trainingScales easily as operations grow
In essence, after an implementation period and some training, you get a centralized system that holds all your maintenance data.
But more than that, powerful CMMS platforms like WorkTrek allow teams to capture maintenance data in real time and automate documentation.
This eliminates the delays and gaps that come with manual methods and unspecialized tools like spreadsheets.
It all starts with structured work log entries that can be easily filled out by maintenance workers, with the customizability to track everything that's necessary for your operations.
Source: WorkTrek
In fact, with custom forms and checklists, you can ensure the right data is collected every single time.
This consistency makes your maintenance records far more reliable and useful for analysis later.
All of these entries can be recorded via a mobile device and instantly synced with the central system.
So, a technician can complete a work order on their phone while still at the equipment, and that information will be instantly available to supervisors and other team members.
Plus, with automation, WorkTrek can create follow-up work orders for any inspections marked as failed or flagged for attention.
The flexibility and benefits are substantially different from all the other methods we've covered.
Not to mention that, with the wealth of data collected in the system, you can easily generate detailed reports and track progress over time, enabling better decision-making at every level of maintenance operations.
Source: WorkTrek
Therefore, it’s not surprising that, according to McKinsey, leading organizations rely on digital tools like these to improve operations and reduce downtime.
Illustration: WorkTrek / Quote: McKinsey
After all, a CMMS offers the most complete and scalable solution for maintenance documentation and management.
While it requires an initial investment of time and resources, the long-term benefits in efficiency, accuracy, and visibility make it the clear choice for facilities serious about growth and scaling.
Conclusion
Each maintenance documentation method we covered has trade-offs in cost, scalability, and data reliability.
While there are some more obvious choices on this list, you should still use the information we provided to understand which approach matches your facility's size and goals best.
Consider evaluating your current system against the criteria discussed here, then decide whether upgrading your documentation method could reduce downtime and improve your team's efficiency.
Operations & Maintenance
Here’s How to Build a Lean Maintenance Process
Key Takeaways:
Hebei Jiheng Pharmaceutical Company used CBM to cut maintenance costs by 40%.
Companies cannot unlock stable maintenance processes without process mapping.
Excessive PM can drain time, money, resources, and slow down production.
Have you ever wondered why some maintenance teams are stuck in a reactive, firefighting mode while others run seamlessly, with fewer breakdowns and lower costs?
You might be surprised to learn that the difference isn’t the size of the budget or the sophistication of the tools and technology.
It’s the process behind the work.
In many organizations, maintenance is weighed down by reactive tasks, wasted motion, excess inventory, and unclear priorities.
Downtime eats into productivity, technicians feel stretched thin, and small issues snowball into costly failures.
That’s where lean maintenance comes in.
It focuses on eliminating all kinds of waste, improving flow, and making maintenance a value-driving function rather than a necessary evil.
In this article, you’ll learn how to build a lean process in seven steps, so you can unlock these amazing benefits within your own operation.
1. Communicate the Vision
Before making any changes, ensure that everyone, from leadership to frontline technicians, understands what lean maintenance is and why it matters.
Explain how reducing waste can make their jobs easier, improve equipment reliability, and contribute to the company’s overall success.
People are naturally skeptical of change, so communicating these benefits clearly will increase the likelihood of company-wide buy-in and a successful lean implementation.
Tony Di Tullio, Director of Property Management at Air Canada, Canada's largest airline, agrees:
Illustration: WorkTrek / Quote: FacilitiesNet
Di Tullio explains that the best way to do this is by winning over the naysayers first.
If you can get one or two of them on board, momentum will build quickly.
He also stresses the importance of clearly explaining how the new program will work, what will change, and what employees stand to gain.
A strong presentation should clearly answer questions such as:
Why are we changing now?
What problems are we solving?
What does “better” look like?
How will this help me in my role?
How will success be measured and sustained?
Don’t forget to tailor the message to different audiences.
Executives will want to understand ROI, risk reduction, and the overall business impact.
Supervisors will be focused on workload stability, planning efficiency, and execution.
Technicians, on the other hand, will want to know how their day-to-day work will change and how the program will affect safety, downtime, and overall efficiency.
Boeing, a company that achieved significant results through lean, also began by clearly sharing the vision.
Scott Stocker, VP and General Manager of the 787 Program, explains:
Illustration: WorkTrek / Quote: Boeing
By doing this, the vision becomes tangible and believable, helping justify the change and ensuring long-term success.
2. Map Your Current Processes
Next, choose a key maintenance process, such as your work order management workflow or preventive maintenance program, and document its end-to-end flow.
Remember, you cannot improve what you do not understand.
This step helps expose hidden waste, bottlenecks, and variation, and prevents you from “fixing” the wrong problems based on assumptions.
Ricky Smith, VP of World Class Maintenance, a corporate maintenance training provider, stresses the importance of process mapping:
Illustration: WorkTrek / Quote: UpKeep on YouTube
Essentially, mapping your current processes means visually documenting how maintenance work truly flows today, from the moment an issue is identified to the moment the work order is closed.
The goal is not to design the ideal future state yet, but to fully understand the current one, including all delays, rework, handoffs, and variations.
This typically includes mapping:
How work is requested
How work is approved, planned, and scheduled
How parts, tools, permits, and resources are obtained
How work is executed, documented, and closed
How feedback and failure data are captured or lost
Be sure to involve technicians and planners in this process to capture the real state of things.
They perform the work every day and know where time, effort, and information are lost.
Once you understand all the steps and interactions, depict the process visually.
One commonly used tool is a swimlane diagram, a visual flowchart that maps a process while showing who does what and when, as shown below.
Source: WorkTrek
This clarifies roles, handoffs, and responsibilities.
Another option is a Value Stream Map (VSM), a lean management tool that visually maps every step of a process to identify waste and improve efficiency by showing both material and information flow.
Once your processes are fully mapped, you will have a solid baseline for improvement, revealing opportunities for optimization in an objective and structured way.
3. Eliminate Waste
This step is the core of lean maintenance.
It involves identifying and eliminating activities that do not add value to the maintenance process or the organization.
It’s important to remember that waste can take many different forms and affect various aspects of maintenance.
One acronym commonly used to help remember these types of waste is DOWNTIME:
Defects
Overproduction
Waiting
Non-utilized talent
Transportation
Inventory
Movement
Excess processing
However, that is just one way to categorize waste in lean maintenance.
Another commonly used approach is the 5 Ms framework:
Man (Workforce)Waste related to human resources, including underutilized skills, lack of training, inefficient movement, safety hazards, and poor communicationMachine (Equipment)Waste associated with equipment, such as downtime due to breakdowns, inefficient operation, underutilization, and inadequate maintenanceMaterial (Spare Parts & Supplies)Waste related to materials, including excess inventory, stockouts, obsolete parts, inefficient procurement processes, and poor storage practicesMethod (Maintenance Processes & Procedures)Waste is embedded in how maintenance work is performed, such as inefficient workflows, lack of standardization, unnecessary steps, and inadequate documentationMeasurement (Data & Analysis)Waste caused by poor data-driven decision-making, inaccurate performance metrics, and the inability to identify, measure, and track improvement efforts
It doesn’t really matter which framework you choose for your operations, as they are all very similar and focus on the same underlying issues.
What does matter, however, is avoiding the mistake of trying to tackle all waste at once.
Instead, work with your team to identify the single largest source of waste and address that first.
For many organizations, this is often the planned maintenance program, due to a common misconception that more maintenance automatically leads to better results.
In reality, excessive maintenance can be a significant source of waste, says Charles Rogers, Senior Implementation Consultant at Fiix Software:
Illustration: WorkTrek / Quote: Fiix
Preventive maintenance can indeed drain time, money, resources, and even slow down production.
So, here’s what to do instead.
4. Introduce Condition-Based Maintenance
Lean maintenance is less about time-based schedules and more about using real asset condition data to trigger work.
This approach, known as condition-based maintenance (CBM), relies on monitoring key indicators of asset health, such as vibration or oil quality, to determine when maintenance is actually needed.
Martin Thomson, Senior Manager of Digital Services at Schneider Electric, a French multinational specializing in digital automation and energy management, explains it well:
“Think of [CBM] like keeping a ship on track. If you wait until you’re way off course, […], and then try to correct, that’s inefficient. But if you’re constantly checking your course from day one, you get there faster, and you make your equipment last longer.”
In other words, the goal is not to follow a fixed, static schedule, but to continuously fine-tune maintenance plans based on an asset’s real condition and usage, which change constantly.
By doing so, companies prevent both under-maintenance, which can lead to major failures, and over-maintenance, which wastes time and resources.
The result is significantly improved asset reliability and availability.
Take it from Hebei Jiheng Pharmaceutical Company, which used CBM to cut downtime by 50% and maintenance costs by 40%.
Illustration: WorkTrek / Data: ABB
Thanks to this strategy, the factory can now operate at full capacity, maximizing revenue without adding extra assets, personnel, or other resources.
For organizations just starting with condition-based maintenance, it’s best to begin gradually.
There’s no need to monitor every asset or invest immediately in the most advanced technology.
Instead, focus on a small number of critical assets and use user-friendly, cost-effective IoT sensors.
As your team gains experience and the benefits of CBM become evident, you can scale the program over time.
5. Standardize Work
Next, it’s time to define and document the best-known method for performing each maintenance task, so it can be executed consistently, safely, and efficiently every time.
This includes not only the task itself, but also all supporting elements, such as tools, parts, safety precautions, approvals, and documentation.
So, when developing your SOPs, consider including the following elements:
Purpose & ScopeWhy the SOP exists and which specific equipment or tasks it coversRoles & ResponsibilitiesWho performs the task, who supervises it, and who provides approvalRequired ResourcesA complete list of tools, parts, software, and personal protective equipment Step-by-Step ProceduresClear, sequential instructions, ideally supported by visuals such as diagrams or photosSafety PrecautionsCritical warnings, PPE requirements, lockout/tagout steps, and hazard identificationQuality ControlAcceptance criteria or checkpoints to confirm the work has been completed correctlyDocumentation & ReportingInstructions for recording task completion, findings, or issues (for example, in a CMMS)Troubleshooting & Emergency ActionsGuidance for handling unexpected issues or breakdowns
This may seem like a lot of information, but when it comes to process standardization, being thorough matters.
It reduces variation, one of the biggest contributors to defects, safety risks, and rework, and creates a stable foundation for continuous improvement.
Ultimately, when work is standardized, maintenance is performed correctly and consistently, thereby minimizing unexpected downtime and wasted effort.
However, even the best SOPs are ineffective if they are difficult to find or access.
If procedures are scattered across paper documents in an office, technicians, particularly those who work in the field, are unlikely to take the time to search for them.
Abid Sulayman, Business Process Improvement and Automation Specialist at Autotek.io, a provider of digital solutions for the automotive industry, suggests a better approach:
Illustration: WorkTrek / Quote: LinkedIn
Put simply, digitize your SOPs.
By centralizing and making them accessible anytime and anywhere, you significantly increase the likelihood of compliance.
Instead of wasting time searching for instructions, technicians can pull them up on their phones, see exactly how to perform the task, and get to work immediately.
6. Streamline Workflows with Automation
Following all the steps outlined in this guide without automation would be difficult, if not downright impossible.
After all, manual processes are extremely time-consuming, prone to errors, and hard to scale.
In fact, research shows that most people abandon manual maintenance management due to functional limitations, inefficiency, and poor user experience.
Illustration: WorkTrek / Data: Gartner
Lean maintenance is all about minimizing waste and inefficiency, which makes automation a logical step in implementing a successful lean program.
To better understand how lean and automation go hand in hand, take a look at WorkTrek.
This CMMS centralizes all maintenance data, reduces repetitive tasks, and improves visibility across operations through its core features:
Work Order ManagementCreate, assign, track, and prioritize WOs from anywhere. Capture key details with customizable required fields.Work Request ManagementSubmit requests through multiple channels: app, email, or request portal. Automatically notify stakeholders of updates, and collect feedback once work is completed.Asset ManagementRecord and update all asset information, including physical location, performance history, warranties, maintenance logs, and costs.Inventory ManagementTrack parts using barcodes or QR codes to reduce manual entry. Receive automated low-stock alerts to avoid delays.InvoicingGenerate invoices from work orders in just a few clicks. Minimize errors by pulling accurate data directly from completed tasks.AnalyticsUnlock insights into your business with reports, KPIs, metrics, and customizable dashboards
Most importantly, WorkTrek automates preventive maintenance (PM) scheduling.
You can set up recurring work orders with assigned personnel, priority levels, SOPs, checklists, photos, and instructions.
Scheduling can be based on time (daily, monthly, etc.) or usage metrics such as mileage, hours, temperature, or pressure.
Source: WorkTrek
This allows you to maintain assets proactively, ensuring they receive the care they need, when they need it.
Additionally, WorkTrek automatically generates follow-up work orders after failed inspections, keeping assets in peak condition with minimal downtime.
Overall, automation makes maintenance work easier, faster, data-driven, and strategic.
This aligns perfectly with lean principles, which prioritize waste reduction and help workers focus more on value-added activities.
7. Create a Continuous Improvement Loop
In lean maintenance, work is never truly complete.
Performance must be continuously reviewed, failures should be treated as learning opportunities, and incremental improvements should be made consistently.
That’s how you prevent stagnation.
Assets, technology, and business conditions are constantly evolving. Continuous improvement ensures the maintenance program evolves along with them.
Scott Stocker from Boeing implemented this mindset, too, and offers this advice:
“Promote Lean thinking as an ongoing process rather than a one-time initiative. […] Establish regular performance review and feedback mechanisms to track progress and make step-by-step improvements.”
Before conducting performance reviews, however, start by outlining clear KPIs to measure success.
Without them, you risk trying to track everything at once, which can be overwhelming and provide little actionable insight.
Clear, predefined KPIs, on the other hand, help maintain focus and consistency over time.
Begin with just a few relevant metrics, such as:
Mean Time Between Failures (MTBF)Measures how often equipment fails, highlighting areas needing reliability improvementsMean Time to Repair (MTTR)Tracks the average time taken to fix an asset, indicating maintenance efficiencyPlanned Maintenance Percentage (PMP)The proportion of scheduled versus reactive maintenance; higher PMP reflects a proactive approachMaintenance Cost as a Percentage of RevenueEnsures maintenance spending aligns with business goals and is not excessive
As your program matures, you can add more KPIs as needed.
Additionally, if you use a CMMS or similar solution, remember that the system automatically tracks and analyzes many of these metrics.
Often, accessing these reports is just a few clicks.
Then it’s all about putting what you’ve learned into action.
Conclusion
When implementing lean maintenance, don’t expect everyone to get everything right the first time.
You will almost certainly encounter skepticism, misunderstandings about new roles or processes, and mistakes or inconsistent execution.
That’s completely normal. Lean takes time to fully take hold.
In fact, when people are asking questions and pointing out what isn’t working, it’s a sign they’re engaging with the process rather than ignoring it, which is exactly what you want.
So, expect variability early on and normalize mistakes.
Treat errors as opportunities for improvement, not as evidence that the implementation is failing.
Over time, this way of working will become the new normal, delivering the benefits you’ve been working toward.
Operations & Maintenance
Importance of Lean Maintenance: Our Take
Key Takeaways:
Honda, GE, Boeing, and Toyota all use lean maintenance to increase productivity.
64% of consumers wish companies would respond faster to their needs.
The majority of consumers will abandon a brand for a better-quality alternative.
The main goal of lean maintenance is to make upkeep processes smarter, faster, and more cost-effective.
In short, it makes them better.
But how does it actually work, and why should companies even care?
That’s exactly what this article sets out to uncover.
We’ll not only break down the benefits of lean maintenance, but also explore real-world examples of industry leaders that have put it into practice and reaped impressive results.
Ready to see what lean maintenance can really do?
Let’s begin.
Eliminates Waste in Maintenance Processes
Lean maintenance focuses on identifying and eliminating non-value-added activities in maintenance work, such as:
Waiting for spare parts, permits, or approvals
Unnecessary preventive maintenance
Excess motion (searching for tools, poor layout)
Rework due to poor repairs or lack of standards
These activities can consume significant time, money, and resources without improving asset reliability or performance.
They are more than just unnecessary. They are pure waste.
Take missing tools, for example.
According to Michael McGowan, Region Head and CEO of Hilti North America, a provider of tools, software, and services for the construction industry, searching for tools can be extremely time-consuming:
Illustration: WorkTrek / Quote: For Construction Pros
That’s one full day not spent doing actual value-adding work.
Lean maintenance seeks to eliminate such inefficiencies, boosting a company’s productivity and agility.
Few organizations exemplify lean thinking better than Toyota, the pioneer of lean maintenance and manufacturing.
In 2025, Toyota updated its lean model by integrating digital tools to strengthen EV readiness and increase operational agility in an increasingly turbulent global landscape.
One key change was the implementation of digital twin technology, which simulates production flows, anticipates bottlenecks, and optimizes layouts, reducing even the need for physical travel.
Kevin Anderson, Toyota Senior Manager of Production Engineering, explained:
Illustration: WorkTrek / Quote: Automotive Manufacturing Solutions
In short, this technology allows Toyota to plan work and allocate resources more strategically.
Alongside digital twins, Toyota also introduced predictive maintenance powered by IoT sensors and machine learning.
This system anticipates equipment failures, significantly reducing unplanned downtime and maintenance costs.
In fact, their AI platform is projected to save 10,000 hours of manual work annually, freeing employees to focus on higher-value problem-solving.
Illustration: WorkTrek / Data: Automotive Manufacturing Solutions
With this updated lean model, Toyota wastes less time, less money, and fewer resources.
It enables the company to produce more with existing assets, reduce risk, and reinvest savings into innovation and growth rather than constant firefighting.
Improves Equipment Uptime
Lean maintenance improves asset reliability and availability by prioritizing planned and condition-based upkeep, along with more strategic, efficient scheduling.
Such a proactive approach works because it addresses potential problems and major failure risks before they escalate into costly disruptions.
In fact, research shows that preventive maintenance is the primary strategy most manufacturing businesses use to reduce downtime.
Illustration: WorkTrek / Data: Limble
To ensure efficient execution of planned maintenance, lean experts typically rely on computerized maintenance management systems (CMMS).
These digital platforms centralize maintenance data, supporting strategic planning and safe and efficient execution of maintenance tasks.
Take it from interEnergo, an international energy company based in Slovenia.
Before implementing a CMMS, their maintenance data was scattered across Excel files and various documents, and they depended heavily on individuals to perform tasks on time.
This often led to mistakes, power plant shutdowns, and reduced asset uptime.
However, all that changed after they implemented WorkTrek CMMS, explains Matjaž Valenčič, Operations & Maintenance Manager at interEnergo:
“WorkTrek gives us complete control over all maintenance activities on our assets so we can ensure that our energy plants and devices are safe and operate reliably, and in this way we achieve the desired return on investment.”
WorkTrek’s preventive maintenance feature allows them to create and schedule maintenance templates that include SOPs, checklists, photos, detailed instructions, and more.
These templates use customizable required fields, which means no work order can be submitted until all critical information is entered.
Source: WorkTrek
This ensures technicians have everything they need to perform their work safely and efficiently.
The platform also offers flexible scheduling options.
Users can choose time-based or meter-based triggers (such as temperature, mileage, or usage hours) and define planned durations and end rules.
Source: WorkTrek
When maintenance is due, the assigned worker receives a notification.
As a result, each asset receives timely care based on its actual needs, eliminating the risk of over-maintenance, under-maintenance, or missed tasks altogether.
The outcome is longer-lasting equipment, fewer breakdowns, and higher asset availability and productivity.
Reduces Lead Times
With lean maintenance, you don’t just improve task planning. You complete the work itself faster and more efficiently.
That’s because lean strategies emphasize clear prioritization and standardized workflows.
Workers know exactly what to do, when to do it, and how to do it, with a shared understanding of which assets and activities are most critical and which can take a back seat.
Few organizations understand the importance of this better than GE.
Its gas turbines are deployed around the world, and each requires regular maintenance that often forces power plants offline for weeks at a time.
Naturally, this makes careful planning essential to minimize disruption and restore operations as quickly as possible.
By applying lean principles, GE achieved exactly that, cutting the time required to replace a critical turbine component from 25 hours to just 13.
Illustration: WorkTrek / Data: GE
GE also digitized its SOPs and best practices, making them easily accessible and consistently reproducible across all facilities worldwide.
This initiative delivered a 20%–25% reduction in cycle time for core work.
As a result, outages that once lasted six weeks can now be completed in as little as four.
As Jeremiah Smedra, Operations Director at FieldCore, GE Gas Power’s field services unit, explains:
“By using lean management and simplifying our procedures, we put information in the hands of those doing the work, with an increased focus on safety and quality. This marks a massive shift from previous field practices, leading to continuous improvements in safety, quality, delivery, and cycle time.”
For power plant operators, these improvements mean getting back online faster, allowing them to produce power sooner, deliver electricity reliably, and generate revenue more quickly.
In short, faster repairs mean less disruption, greater agility, and a stronger ability to respond to customer needs.
That matters more than ever.
According to a 2022 Accenture survey, most consumers want companies to respond to their needs more quickly.
Illustration: WorkTrek / Data: Accenture
Lean maintenance helps organizations do exactly that, speeding up upkeep and ensuring they’re always prepared for whatever comes next.
Improves Safety
Lean maintenance emphasizes safe, standardized, and predictable work.
In lean operations, work orders always include detailed instructions, PPE requirements, hazard warnings, and lockout/tagout (LOTO) procedures.
This ensures technicians follow a consistent, proven approach every time, thus minimizing the risk of accidents and injuries.
Lean maintenance also leverages the 5S methodology for workplace organization, ensuring tools are properly stored, and work areas remain clean and free from obstructions.
The methodology consists of the following elements:
Sort Separate essential from non-essential items, removing unnecessary tools, parts, and clutter to free up space and minimize distractions.Set in OrderArrange necessary items logically so they are easy to find, use, and return, reducing wasted motion.ShineClean the workspace and equipment regularly, treating cleaning as a form of inspection to detect issues like leaks or wear before they lead to breakdowns.StandardizeEstablish consistent procedures and visual controls (such as labels and color-coding) for the first three steps, turning them into habits.SustainBuild the discipline to maintain these standards through audits, training, and integration into the company culture, ensuring long-term success.
While this approach may seem somewhat straightforward, it is highly effective at reducing slips, falls, and other common workplace accidents while also speeding up work.
Honda’s minivan and sport utility vehicle assembly plant in Lincoln, Alabama, is clear proof of this methodology’s effectiveness.
Their lean program prioritizes cleanliness and tidiness as key drivers of both safety and efficiency.
Paul V. Arnold, Digital Content Manager and Strategist at WorldatWork, described his 2018 tour of the facility as follows:
Illustration: WorkTrek / Quote: Reliable Plant
The overarching goal is to eliminate distractions that could pull employees’ attention away from their work.
That’s why Honda invests heavily in landscaping, common areas, and other aspects of the work environment.
Their Chief Technical Specialist at the time, Mark LaRue, explained it this way:
“You must have reliable utilities. You must have a comfortable workspace. You must have clean, functional common areas. That really sets the tone for how we want to be making a vehicle. We remove the distractions.”
There is no greater distraction than a safety incident.
However, at Honda, there is very little room for those, thanks to their commitment to cleanliness and organization.
As a result, employees feel safer and more valued, which boosts motivation and productivity while reducing turnover and recruitment costs.
After all, people are a company’s most valuable asset, and Honda understands this very well.
Helps Outpace Competition
Ultimately, lean maintenance directly supports operational excellence by giving organizations a sustained competitive advantage.
It drives lower maintenance and operating costs while improving equipment reliability and throughput, leading to higher product quality and faster responses to customer demand.
In short, it enables organizations to deliver products faster, cheaper, and more reliably than their competitors.
Just ask Boeing.
According to Scott Stocker, Vice President and General Manager of the 787 Program, lean is central to customer satisfaction:
“By reducing waste and streamlining processes, Lean helps increase efficiency and productivity. Every Lean improvement […] helps us deliver on our quality, safety, and on-time delivery commitments to our customers.”
However, lean maintenance isn’t only about meeting customer expectations.
At Boeing, it is also a powerful driver of innovation.
As Stocker explains:
Illustration: WorkTrek / Quote: Boeing
By eliminating unnecessary work, he adds, teams are energized to think creatively and develop new solutions to the complex challenges of the aerospace industry.
This is what enables them to develop better, more relevant products for their customers.
After all, product quality is a decisive competitive factor.
According to Forbes, the majority of consumers are willing to switch brands for better quality and selection.
Illustration: WorkTrek / Data: Forbes
Overall, while many companies try to outperform competitors through pricing and marketing alone, lean maintenance enables organizations to win through superior execution.
It allows them to lower costs without cutting corners and increase reliability without adding assets, delivering the reliability, predictability, and stability customers value.
That’s how you keep winning over the long term.
Conclusion
Lean maintenance is more complex than a traditional time-based maintenance program.
It requires more than a static schedule. It calls for a company-wide mindset shift that prioritizes condition monitoring, efficiency, and waste reduction.
The effort, however, is well worth it.
Lean maintenance creates the space for organizations to innovate and lead, rather than constantly struggle to keep up with competitors.
In environments where speed, quality, and reliability define success, such as manufacturing, this is invaluable.
Operations & Maintenance
8 Common Root Causes of Equipment Failure
Key Takeaways:
Inadequate lubrication accounts for 35-40% of all equipment failures, making it the leading cause of equipment breakdowns.
Manufacturing facilities implementing systematic failure analysis achieve 40-60% reductions in unplanned downtime.
Proper operator training can prevent up to 12% of equipment failures caused by improper operation and human error.
Maintenance managers don't like it when equipment fails. When consequences extend far beyond immediate repair costs.
Illustration: WorkTrek / Data: Oxmaint
Production stops, maintenance teams scramble to identify impending issues, and every minute of unplanned downtime translates into lost revenue.
According to a 2024 Siemens study, the annual cost of downtime at a large automotive plant has reached $695 million.
Understanding the common causes of equipment failure is essential for organizations aiming to reduce costly downtime and prevent expensive, unplanned outages.
Research shows that 85-90% of equipment breakdowns can be traced to just eight common root causes.
Understanding equipment failure enables maintenance teams to implement proactive management strategies that minimize downtime and improve operational efficiency.
One approach is to use root cause analysis (RCA) techniques, such as the "5 Whys" or Fishbone diagrams, which are effective tools for identifying the underlying causes of equipment failures.
1. Inadequate Lubrication
Inadequate lubrication is likely the single most common cause of equipment failure. It is responsible for 35-40% of all equipment breakdowns.
This includes insufficient lubricant quantity, wrong lubricant type, contaminated lubricants, and over-lubrication.
Illustration: WorkTrek / Data: Machinery Lurication
When equipment bearings don't receive proper lubrication, metal-to-metal contact generates extreme heat and friction. This can lead to premature wear and total equipment failure.
Research shows that lubrication-related failures typically provide a 2-8 week warning period through vibration analysis and temperature monitoring.
Reduce Lubrication Problems
How do you reduce this type of failure?
By implementing a comprehensive lubrication management programs that specify the correct lubricant for each asset, establishes regular lubrication schedules, and uses oil analysis to monitor condition.
What really can reduce this type of failure is by implementing a computerized maintenance management system that can help ensure consistent application of proper lubrication practices across all critical equipment.
2. Normal Wear and Aging Equipment
Perfect maintenance cannot avoid the inevitable normal wear and tear on equipment.
This natural deterioration accounts for 18-25% of equipment failures and is one of the most predictable causes maintenance managers face.
Aging equipment is a challenge since degradation becomes harder to predict over time.
Source: WorkTrek
The Plant Engineering Maintenance Study found that aging equipment is a leading contributor to equipment downtime, accounting for 40% of unplanned downtime in plants.
Assets that run continuously require more frequent repairs, resulting in higher maintenance costs and greater production interruptions.
Financial Impact of Aging Equipment
The financial impact extends well beyond direct repair costs.
Equipment operators often accept performance loss as normal, even when it’s clearly measurable. Additionally, procuring replacement parts becomes harder as manufacturers reduce production of older components.
Managing wear-related failures requires condition monitoring programs that track equipment performance trends, component life curves based on historical data, and proactive replacement planning.
For aging equipment approaching end-of-life, organizations must decide whether to continue maintenance or invest in replacement assets offering better reliability.
3. Improper Installation and Assembly
Improper installation accounts for anywhere from 12 to 18% of equipment failures. This makes it the third-most-common root cause.
Installation errors include misalignment between components, incorrect torque specifications, and improper fit between mating parts.
Illustration: WorkTrek / Data: Plant Services
These problems often manifest within 1-6 months of installation and not necessarily on day one.
Manufacturing maintenance experts note that installation problems frequently occur during major overhauls, component replacements, and the introduction of new assets.
Preventing installation-related failures requires detailed installation procedures specifying exact requirements for alignment, torque, and fit tolerances.
Quality control inspections immediately following installation help catch errors before equipment enters service. For complex installations, precision measurement tools and laser alignment systems ensure accuracy beyond manual methods, delivering significant returns by preventing costly breakdowns.
4. Contamination of Equipment Components
Contamination represents a particularly insidious cause of equipment failures. Industry data shows that it can be responsible for 8-15% of equipment breakdowns.
Foreign material, including dirt, water, chemicals, and process materials, can enter systems through multiple pathways and cause widespread damage before detection occurs.
Illustration: WorkTrek / Data: IDCON
The impact varies significantly by equipment type and operating environment.
In hydraulic systems, even microscopic particles can damage precision components. This can lead to leaks, reduced efficiency, and eventual system failure. In bearing assemblies, contaminated lubricants act like grinding paste, accelerating wear rates and dramatically shortening component life. In electrical equipment, moisture can cause short circuits, corrosion, and insulation breakdown, leading to dangerous failures.
How long does contamination take to show up?
Contamination-related problems can emerge within 1-4 weeks once foreign material enters a system.
This compressed timeline demands consistent monitoring from maintenance teams to prevent minor contamination from escalating into major equipment breakdowns.
Unlike wear-based failures that develop gradually over months, contamination creates urgent situations requiring quick response.
Various Manufacturing Environments
Manufacturing environments present countless opportunities for contamination through process material leaks, environmental dust entering through worn seals, condensation forming in enclosed spaces, and cleaning chemicals inadvertently contacting sensitive components.
Each contamination pathway requires specific prevention strategies that are tailored to the equipment and operating conditions.
Contamination control requires proper sealing systems, breather filters on reservoirs, and protective covers for exposed components.
Regular oil analysis helps detect contamination early, while visual inspections identify potential entry points before problems develop.
For critical equipment in harsh environments, implementing proper maintenance schedules with frequent contamination checks becomes essential for preventing costly downtime.
5. Operator Error and Improper Operation
Operator error accounts for 6-12% of equipment breakdowns. The State of Industrial Maintenance 2024 report shows 12% of respondents anticipated operator error as a leading cause of unplanned downtime.
Operator-related issues range from incorrect startups to improper loading and failure to follow standard operating procedures. These mistakes usually stem from systemic issues, including a lack of standardized work procedures, inadequate operator training, and poor human-machine interface design.
Illustration: WorkTrek / Data: ICW group
Operator failures often mimic mechanical faults during troubleshooting, potentially masking the real issue of a lack of operational discipline. Running equipment beyond rated capacity, ignoring warning signs, or failing to perform basic operator care tasks can all lead to premature failure.
Prevention requires adequate operator training that covers proper operation, basic troubleshooting, and the recognition of abnormal conditions.
Safety Procedures
Safety procedures should be an integral part of operator training and proper equipment handling to minimize errors and ensure safe operation.
Standard operating procedures should be readily accessible and regularly updated.
Cross-training workers across multiple machines builds redundancy and deepens equipment understanding, supporting a culture of equipment reliability and proactive maintenance.
Management must strictly enforce policies that prevent untrained employees from operating machinery.
6. Improper Usage and Overloading
Improper usage occurs when equipment is misapplied or subjected to conditions outside design specifications.
Illustration: WorkTrek / Data: ETProtein
This includes operating beyond rated capacity, using assets for unintended applications, and running machinery in unsuitable environmental conditions. Heavy equipment, such as cranes and excavators, is particularly susceptible to overload damage and requires specialized maintenance to prevent failures.
The consequences are severe.
Overloaded motors overheat and burn out. Conveyors beyond design specifications experience excessive vibration and premature bearing failure.
Hydraulic systems pushed past pressure ratings develop catastrophic failures. Each instance accumulates stress that accelerates machine failure.
Manufacturing operations sometimes maximize output by pushing equipment beyond limits. This short-term thinking ignores the long-term costs of higher repair costs, reduced equipment lifespan, and safety implications.
Prevention Steps
Prevention requires clear communication about equipment limitations and management support for proper operation. Equipment operators need to understand the designed capabilities and limitations. Standard operating procedures should explicitly state capacity limits and warning signs of overstressed equipment.
For critical assets, implementing automatic controls, such as load monitoring and pressure relief valves, provides mechanical safeguards against improper use.
7. Design Deficiencies
Design deficiencies can account for 4-8% of failures. These inherent equipment problems include inadequate material selection, insufficient cooling capacity, structural weaknesses, and components that wear faster than anticipated.
Illustration: WorkTrek / Data: ScienceDirect
Design-related failures typically surface 6-24 months after installation, distinguishing them from installation errors that appear quickly.
Manufacturing facilities identify these deficiencies through pattern recognition—when the same component repeatedly fails on identical machines despite proper maintenance.
Address Design Deficiency Issues
Addressing design deficiencies requires engineering modifications, such as upgrading materials, adding cooling capacity, reinforcing weak elements, or redesigning components.
While these represent significant investments, they're often the only permanent solution to chronic failure modes. For assets with known design deficiencies, organizations must choose between implementing modifications, accepting higher maintenance costs, or planning early replacement.
8. Lack of Proper Maintenance
Like most mechanical equipment, a lack of proper maintenance often becomes both a root cause and amplifier of other failure modes.
When maintenance tasks are skipped or performed inadequately, equipment can fail prematurely.
This can drive up maintenance costs and create costly downtime. Ongoing maintenance and structured equipment maintenance programs are essential to prevent these issues and ensure long-term asset reliability.
Causes of Inadequate Maintenance
Many organizations struggle with proper maintenance due to budget constraints, staffing limitations, poor planning systems, or competing priorities.
Facilities that defer routine maintenance tasks often face dramatically higher repair costs when equipment eventually fails. Emergency repairs typically cost 3-5 times as much as planned maintenance.
Efficient planning methods, such as tracking equipment with asset tags and inventory control, support optimal performance and help minimize downtime. Including other maintenance tasks beyond basic repairs, such as inspections and documentation, ensures comprehensive maintenance coverage.
Results of Excessive Maintenance
Excessive maintenance also deserves attention.
Over-maintenance, or too much maintenance, can accelerate wear, waste parts, and divert attention from critical areas.
Over-maintenance can accelerate an asset's depreciation by constantly disassembling and reconfiguring equipment components, increasing operational costs and disrupting system stability.
The key is to create a balance, with schedules based on equipment condition, manufacturer recommendations, and historical data rather than arbitrary intervals. Maintenance technicians play a key role in monitoring and balancing maintenance activities to avoid both under- and over-maintenance.
Modern preventive maintenance programs increasingly rely on data and condition monitoring to optimize timing. Condition-based maintenance (CBM) optimizes maintenance efforts by performing tasks only when necessary, reducing inefficiencies and preventing unnecessary interventions.
9. Environmental Factors
Environmental factors are often overlooked contributors to equipment failure. But they do have a profound impact on asset health and the longevity of critical assets.
Poor storage conditions, exposure to pests, high humidity, and extreme temperatures can all accelerate wear and lead to premature breakdowns. Inadequate facilities or improper environmental controls can compromise even the most robust equipment, increasing the risk of unplanned downtime and costly repairs.
Illustration: WorkTrek / Data: MDPI
To prevent equipment failure caused by environmental stress, organizations should incorporate regular environmental audits into their proactive maintenance strategy.
These audits help maintenance teams identify and address vulnerabilities in storage, handling, and operating environments. Ongoing monitoring of temperature, humidity, and other environmental conditions ensures that critical assets remain protected and perform reliably.
By integrating environmental management into proactive maintenance, companies can safeguard their equipment, extend asset life, and reduce the risk of unexpected failures.
How CMMS Software Helps Prevent Equipment Failure
A computerized maintenance management system like WorKTrek serves as the foundation for preventing equipment failure through systematic maintenance management. Modern CMMS solutions like WorkTrek directly combat each of the eight common root causes through specific capabilities.
For lubrication management, CMMS schedules can track lubrication tasks, store lubricant specifications for each asset, and generate oil analysis work orders. This ensures inadequate lubrication, the leading cause of equipment failure, receives consistent attention.
For aging equipment, CMMS provides comprehensive asset tracking that monitors equipment age, usage hours, and performance trends. Historical data reveals patterns indicating when preventive maintenance should transition to planned replacement.
Installation quality improves through CMMS-managed procedures and checklists.
Source: WorkTrek
CMMS allows teams to attach detailed installation instructions, torque specifications, and alignment procedures to work orders. Quality control steps can be built into workflows to ensure technicians follow proper procedures.
The system's inventory management ensures spare parts and materials are available, reducing the temptation to skip or delay maintenance. Real-time inventory tracking prevents both stockouts of critical components and excessive carrying costs.
Source: WorkTrek
With reporting and analytics provide insights into maintenance performance, failure trends, and cost analysis that help teams continuously improve. For structured evaluation, consult this maintenance audit checklist to optimize your auditing process.
By identifying which assets consume the most resources and which failure modes occur most frequently, organizations can optimize their maintenance strategies for maximum impact.
Conclusion
The eight causes we’ve explored, from inadequate lubrication to lack of proper maintenance, account for 85-90% of equipment breakdowns that plague manufacturing operations and drive costly downtime.
The key insight is that equipment failures rarely happen randomly. They follow predictable patterns, provide warning signs, and respond to systematic prevention strategies.
Whether it’s implementing comprehensive lubrication programs to address the 35-40% of failures caused by inadequate lubrication, or establishing robust operator training to prevent the 6-12% of failures stemming from improper operation, targeted interventions deliver measurable results. Inadequate operator training can directly lead to machinery failure and increased downtime, making it essential to invest in proper training and clear SOPs to reduce the risk of equipment breakdowns.
Modern maintenance professionals have powerful tools at their disposal.
Computerized maintenance management systems provide the organizational infrastructure to prevent equipment failure through scheduled maintenance tasks, comprehensive documentation, and data-driven insights.
Source: WorkTrek
Condition-monitoring technologies such as vibration and oil analysis detect impending issues before equipment fails. Together, these tools enable the proactive maintenance strategy that keeps critical equipment running and costs under control.
Start by evaluating your current maintenance practices against the eight root causes outlined in this article.
Identify which factors contribute most significantly to your equipment failures. Are lubrication problems causing premature bearing failures? Is aging equipment approaching end-of-life without replacement planning? Are operators receiving adequate training to prevent improper operation?
Develop targeted prevention strategies that address your most significant failure modes.
For many organizations, this starts with implementing a CMMS to establish the foundation for systematic maintenance management. From there, layer on condition monitoring, operator training programs, and precision maintenance practices as resources and capabilities grow.
Leverage technology platforms like WorkTrek to ensure consistent execution of your maintenance programs. The investment in proper tools pays dividends through improved equipment reliability, reduced maintenance costs, and greater operational efficiency across your manufacturing operations.
Remember that preventing equipment failure is an ongoing journey, not a destination.
Equipment and operating conditions change, new failure modes emerge, and maintenance strategies must evolve accordingly. Organizations that embrace continuous improvement in their maintenance processes consistently outperform those that remain stuck in reactive maintenance patterns.
Operations & Maintenance
6 Ways to Leverage Maintenance History Records
Key Takeaways:
Accurate troubleshooting was the biggest challenge for fleets in 2025.
Noncompliance in maintenance leads to fines, reputational damage, and operational shutdowns.
40% of organizations have reduced their facilities management budgets in 2025.
Your historical maintenance data has the potential to transform your operations beyond recognition.
It can help reduce costs, boost technician productivity, and improve overall equipment reliability.
You just need to know what to look for and how to act on it.
This article shows you exactly that, outlining six ways to leverage maintenance history records to unlock new levels of efficiency.
Identifying Recurring Equipment Issues
Maintenance history records make it easier to spot patterns that might otherwise go unnoticed, helping you address recurring asset issues.
This makes them especially valuable today, when modern companies struggle with accurate troubleshooting and diagnostics, along with hiring technicians with the right skill sets.
Illustration: WorkTrek / Data: Noregon
Maintenance records help solve both of these problems at once.
By capturing detailed maintenance data, you can move beyond temporary fixes and focus on permanent solutions, thereby reducing repeat failures, downtime, and costly, unnecessary labor.
Put simply, maintenance history records make your work more effective, allowing you to do more with less.
For example, reviewing past work orders (as shown below) can reveal whether the same component or system fails repeatedly.
Source: WorkTrek
This is often a sign of a systemic issue rather than random failure, indicating that previous repairs may have addressed symptoms instead of root causes.
With the right record-keeping system, you can analyze data even more deeply, including run hours, responsible personnel, and operating conditions for each individual machine.
This enables patterns such as failures occurring after a specific number of operating hours or seasonal breakdowns.
You could also compare multiple assets to get amore complete picture, identifying which machines consume the most labor or parts and which components fail disproportionately often.
This supports more strategic decisions around upgrades, replacements, and long-term maintenance planning.
In the end, without maintenance records, all these issues remain largely invisible, becoming silent killers of reliability, efficiency, and profitability.
That’s what makes recurring problems so dangerous: they don’t announce themselves until the damage is already done.
It’s no surprise, then, that most manufacturing companies are now investing heavily in better data collection and analysis.
Illustration: WorkTrek / Data: Limble
Visibility is the first step toward control, and reliable data is the key to maintaining stable, efficient, and resilient operations.
Improving Preventive Maintenance Scheduling
You can also use your maintenance history to fine-tune your preventive maintenance (PM) program.
Instead of relying on often generic, manufacturer-recommended PM intervals, historical data shows how long components last in your operating environment and when failures typically occur.
This allows you to optimize maintenance schedules so assets receive the care they need, exactly when they need it.
The result: fewer major failures and less unplanned downtime.
A great example comes from the Lake Mainit hydropower plant in the Philippines.
By analyzing historical maintenance data, the plant’s maintenance service provider identified a variation in the actuation time of the main inlet valve on Unit 1.
This early warning enabled them to intervene in time, replace the valve, and prevent a full plant shutdown.
Angelo A. Panganiban, Plant Manager at the Lake Mainit hydropower plant, commented:
Illustration: WorkTrek / Quote: Water Power Magazine
This example clearly shows why historical maintenance data matters.
It reflects how equipment actually behaves under real operating conditions, not how it was expected to behave on paper, allowing you to tailor your PM program to real-world needs.
This is even more true when maintenance data is managed in a digital maintenance management system, such as a CMMS.
These tools automatically track and analyze data, schedule maintenance tasks, and notify technicians at the right time for more accurate and reliable PM execution.
Take our CMMS, WorkTrek, as an example.
It lets you create recurring tasks based on criteria that best suit your assets, whether fixed time intervals or condition-based triggers like operating hours, temperature, mileage, pressure, and more.
Source: WorkTrek
You can also define priority levels, assign responsible technicians, set due dates, attach SOPs, plan task duration, and establish end rules for each recurring job.
When a task is due, technicians receive automated reminders, while supervisors can monitor progress and compliance through an intuitive dashboard, like the one you see below:
Source: WorkTrek
The result is a precise, data-driven preventive maintenance program that teams actually follow.
No more guesswork, no more forgotten tasks, and no more operational disruption.
Strengthening Compliance
Your maintenance history records are your first line of defense against noncompliance with safety, health, and regulatory requirements, as well as the consequences that follow.
These can range from costly fines that only seem to increase year after year to irreparable reputational damage and even operational shutdowns.
You can learn more about these risks in the video below.
https://www.youtube.com/watch?v=Qj-RgCd9nhw&source_ve_path=MTc4NDI0
Source: SFG20 on YouTube
Highly regulated industries, such as aviation, should prioritize proper record-keeping the most.
Max Lutje Wooldrik, Founder & CEO of AeroVerify, an aviation document security platform, warns airlines against relying on outdated, paper-based systems.
According to him, such systems can’t keep pace with growing industry complexity and regulatory scrutiny, nor do they deliver the accuracy and security modern aviation operations need.
However, with well-organized, digitized historical data, companies stand a fighting chance, Wooldrik explains:
Illustration: WorkTrek / Quote: AviTrader
This is because historical records provide documented, traceable evidence that required maintenance activities were carried out correctly.
They clearly show what maintenance was performed, when it was completed, who performed it, and which standards were followed, with any deviations properly documented and approved.
In addition, these records can demonstrate that appropriate PPE was used and that safety rules and lockout/tagout procedures were followed:
Source: WorkTrek
When all of this information is stored in a single, easily searchable system, audits become straightforward and are no longer a major source of stress or chaos.
Better Budget Planning
With historical maintenance data, you don’t have to rely on estimates or assumptions to forecast future costs and plan budgets.
Given the current state of the maintenance industry, there’s very little room left for subjective judgment anyway.
The 2025 BCIS Facilities Management Forecast predicts that maintenance costs, as measured by the BCIS All-in Maintenance Cost Indices, will rise by 17% by Q4 2029.
Illustration: WorkTrek / Data: BCIS
MRO parts are becoming more expensive, new technologies are entering the market, equipment is increasingly complex to maintain, and skilled workers are hard (and costly) to find.
Maintenance budgets need to account for all of this while still being sufficient to keep operations running smoothly and reliably.
That would seem to suggest that budgets, along with costs, must be increasing, right?
Wrong.
According to a 2025 report by SFG20, 40% of organizations have reduced their facilities management budgets compared to the previous year.
Illustration: WorkTrek / Data: SFG20
As a result, maintenance teams find themselves in a difficult position.
They’re expected to maintain the same level of efficiency, or even improve it, with fewer resources.
This is where maintenance history records become vital.
They provide clear visibility into past spending on labor, parts, contractor services, emergency repairs, and other cost categories:
Source: WorkTrek
By analyzing this data, you can more accurately predict annual maintenance costs by asset or system, create more realistic budgets, and improve long-term financial planning.
Similarly, these records allow you to compare planned versus unplanned costs, revealing how much is spent on preventive versus reactive maintenance.
This makes it easier to demonstrate to leadership that reactive work is more expensive and disruptive, helping justify investment in more effective maintenance strategies.
All in all, maintenance records are critical for forecasting future expenses more accurately and allocating resources where they deliver the most value.
In fact, with compelling data to support the case, they may even help secure bigger budgets.
Easier Parts Inventory Forecasting
Maintenance history records help with more accurate and efficient parts inventory forecasting by revealing which parts are actually used, how often, and under what conditions.
This information is more important than many realize, as accurate spare parts forecasting can make or break operations.
Jim Owens, President at Marrad, a technology-enabled supply chain solutions company that focuses on sustainable materials management, agrees:
Illustration: WorkTrek / Quote: Modern Materials Handling
Overestimating your needs ties up money and space in inventory that may never be used and could become obsolete.
Underestimating, on the other hand, risks last-minute emergency purchases and costly production stoppages.
Neither scenario benefits your operations.
However, by analyzing historical maintenance data, you can identify which spare parts are used most often, which fail repeatedly, and which components are common across multiple assets:
Source: WorkTrek
This allows you to classify parts based on criticality and consumption rate, ensuring stock levels reflect actual needs rather than assumptions.
You can order more high-risk items that often cause downtime, thereby reducing production interruptions and the cost of rush orders.
Similarly, you can identify rarely used parts to reallocate or dispose of, freeing up storage space and capital.
As a result, you benefit from a balanced inventory strategy that keeps critical parts available while minimizing unnecessary costs.
Ensuring Accountability
Maintenance history records are a great tool for accountability because they create a clear, traceable record of who did what, when, and how.
This allows you to track responsibility, verify work quality, and improve overall reliability.
When something goes wrong, instead of endless finger-pointing and guesswork, you can quickly pinpoint where the process broke down.
For example, if a tool goes missing, the records show who last used it and where.
If a task wasn’t completed, the records indicate who was assigned and when it was due:
Source: WorkTrek
Every action is attributable to a specific individual.
This not only helps supervisors monitor schedule compliance but also promotes personal responsibility among workers and reduces the likelihood of errors or skipped tasks.
Keith Fagan, Director Global Learning and Talent Development at Ritchie Bros, a marketplace for used equipment, trucks, and industrial assets, explains:
Illustration: WorkTrek / Quote: Transport Topics
After all, maintenance records expose weak links, inefficiencies, or mistakes, and no one wants to be the person slowing things down.
At the same time, they spotlight top performers, giving your team clear examples of excellence to aim for.
In the end, such transparency and clear roles create an environment where employees not only take responsibility but actually want to do better, sometimes even competing with each other in a healthy way.
That’s how you end up with highly motivated, productive, and engaged team members.
Conclusion
Hopefully, this article has opened your eyes to the power of historical maintenance data.
When used effectively, it can unlock a wide range of benefits, boosting both productivity and profitability.
However, all of this depends on having accurate, up-to-date, and complete data.
So, before jumping into any kind of analysis, take the time to thoroughly audit your records and ensure you have a strong foundation for making meaningful operational improvements.
Operations & Maintenance
7 Equipment Failure Metrics You Should Be Tracking
Key Takeaways:
Unplanned downtime costs the world's 500 biggest companies $1.4 trillion annually.
65% of companies use CMMS software to track and optimize maintenance performance metrics.
Equipment failures account for 42% of all unplanned downtime incidents.
Every piece of equipment in your facility tells a story through data. If you are not tracking, it is likely that you are missing some critical information and valuable opportunities to reduce downtime.
Illustration: WorkTrek / Data: Gitnux
Equipment failure metrics provide measurable insights into how well your maintenance team performs, where vulnerabilities exist in your systems, and what actions you need to take to prevent costly breakdowns before they happen.
In this guide, we'll explore seven essential equipment failure metrics you should be tracking, why they matter, and how modern CMMS technology makes monitoring these key performance indicators easier than ever.
Why Equipment Failure Metrics Matter
The financial impact of equipment failures has reached staggering proportions.
According to Siemens' 2024 True Cost of Downtime report, unplanned downtime saps 11% of annual revenues from the world's 500 biggest companies. That is a staggering total of $1.4 trillion, which is a large increase from $864 billion in 2019.
For individual facilities, the numbers are equally alarming.
Illustration: WorkTrek / Source: ZipDo
In the automotive industry, a single hour of downtime at a large plant costs up to $2.3 million, or roughly $600 per second.
But here's what makes tracking failure metrics so powerful: equipment failures account for approximately 42% of unplanned downtime incidents, meaning nearly half of your production losses are preventable with the right maintenance strategy.
Multiple failure metrics give you the data you need to shift from reactive maintenance to proactive maintenance approaches that minimize downtime and reduce costs.
The challenge is knowing which metrics to track.
The 7 Critical Equipment Failure Metrics
Let's examine the seven equipment failure metrics that provide the most actionable insights for your maintenance operations.
1. Mean Time to Repair (MTTR)
Mean time to repair measures the average time your maintenance team takes to repair failed equipment and restore it to full operational status.
Illustration: WorkTrek / Data: INTECH Automation & Intelligence
This metric tracking starts when a failure occurs and ends when the equipment is back in service.
Here's the formula:
MTTR = Total Repair Time ÷ Number of Repairs
For example, if your maintenance team spent 100 hours fixing a specific asset over the past year, and that asset failed 10 times during that time period, your MTTR would be 10 hours.
Why MTTR Matters
MTTR is one of the most common failure metrics because it directly measures your maintenance team's efficiency in responding to system failures.
A lower MTTR means your team can diagnose problems quickly, has the right parts on hand, and can execute repair processes effectively.
Illustration: WorkTrek
According to MaintainX's 2024 State of Industrial Maintenance report, the average time to complete unplanned maintenance work varies significantly across industries, but reducing MTTR consistently delivers measurable cost savings.
MTTR includes several components. To better understand the importance of predictive maintenance and its impact on maintenance strategies, check out these key statistics about predictive maintenance.
Time to detect the failure
Time to notify the maintenance team
Time to diagnose the root causes
Time to obtain the necessary parts
Actual repair time
Time to test and restart the equipment
By breaking down these components, you can identify bottlenecks in your repair processes and make targeted improvements.
2. Mean Time Between Failures (MTBF)
The mean time between failures (MTBF) is the average operational time between failures for repairable systems.
This is a critical maintenance performance metric that measures asset reliability rather than repair speed.
Source: WorkTrek
The calculation is straightforward:
MTBF = Total Operational Hours ÷ Number of Failures
If an asset ran for 20,000 hours over the past year and experienced four system failures, your MTBF would be 5,000 hours.
Why MTBF Matters
MTBF tells you how reliable equipment is under normal operating conditions.
A higher MTBF indicates more reliable equipment that experiences fewer production interruptions. This metric helps maintenance managers forecast when failures are likely to occur and schedule preventive maintenance accordingly.
When calculating MTBF, you include time spent on preventive maintenance but exclude time spent on repairs. This gives you a true picture of how long equipment runs between failure events.
According to ABB's 2023 Maintenance and Reliability Survey, more than two-thirds of companies experience unplanned downtime events weekly or even daily, highlighting why tracking MTBF is essential for improving asset reliability.
3. Mean Time to Failure (MTTF)
Mean time to failure measures the expected lifespan of non-repairable assets—items that must be replaced rather than repaired when they fail.
Source: WorkTrek
Unlike MTBF, which applies to repairable systems, MTTF is calculated for components like:
Bearings
Motors
Conveyor belts
Light bulbs
Filters
The formula is:
MTTF = Total Operational Hours ÷ Number of Assets
Suppose you installed 40 motors last year, and by year's end, all had failed after a combined 20,000 hours of operation. Your MTTF would be 500 hours.
Why MTTF Matters
MTTF helps you plan replacement schedules and manage spare parts inventory more effectively.
When you know the average time a specific asset operates before product or system failure, you can proactively order replacements and schedule installation during planned downtime rather than scrambling during an emergency.
This metric is particularly valuable for inventory management, allowing you to stock the right parts in the right quantities without tying up excessive capital in spare parts.
4. Overall Equipment Effectiveness (OEE)
Overall equipment effectiveness is a comprehensive metric that measures how well your equipment performs compared to its theoretical maximum output.
Source: WorkTrek
OEE combines three factors:
Availability – The percentage of scheduled time that equipment is available for production
Performance – How fast the equipment runs compared to its designed speed
Quality – The percentage of products that meet quality standards
The formula is:
OEE = Availability × Performance × Quality
An OEE score of 100% means you're manufacturing only good parts, as fast as possible, with no unplanned downtime.
In reality, world-class manufacturers typically achieve OEE scores of 85% or higher. Metrics such as Mean Time Between Failure (MTBF) also play a crucial role in assessing equipment reliability.
Why OEE Matters
OEE provides a holistic view of equipment effectiveness by accounting for multiple failure modes:
Availability losses from system failures, changeovers, and unplanned maintenance
Performance losses from slow cycles, minor stops, and reduced speed
Quality losses from defects and rework
By tracking OEE alongside other maintenance metrics, you can identify which factor most limits your productivity and focus improvement efforts accordingly.
According to industry research, manufacturers experience an average of 25 downtime incidents per month, and large plants lose 27 hours per month to unplanned downtime. All of these are factors that directly impact OEE scores.
5. Planned Maintenance Percentage (PMP)
Planned maintenance percentage measures what portion of your total maintenance work is scheduled in advance versus reactive.
This is one of the most revealing indicators of a maintenance program's health.
The calculation:
PMP = (Planned Maintenance Hours ÷ Total Maintenance Hours) × 100
If your team spent 800 hours on planned maintenance and 200 hours on emergency repairs last month, your PMP would be 80%.
Why PMP Matters
A higher planned maintenance percentage indicates a more proactive maintenance strategy.
Teams with high PMP scores experience fewer emergencies, better resource utilization, and more predictable maintenance costs.
According to UpKeep's 2024 State of Maintenance Report, 65% of respondents identified proactive maintenance as the most effective way to reduce unplanned downtime incidents.
However, the same research found that while 86.8% of facilities use preventive maintenance strategies, almost 60% dedicate less than half of their total maintenance time to them.
This highlights a critical gap between intention and execution.
Industry best practice targets a PMP of 85% or higher, meaning at least 85% of your maintenance activities should be planned rather than reactive.
6. Maintenance Backlog
Maintenance backlog measures the amount of approved maintenance work waiting to be completed.
This metric helps maintenance managers understand resource allocation and whether the maintenance team can keep pace with demand.
The calculation typically uses labor hours:
Maintenance Backlog = Total Hours of Approved Work Orders Not Yet Completed
A healthy backlog is typically 2-4 weeks of work. Too little backlog suggests your team may not have enough work planned ahead. Too much indicates your team is overwhelmed and falling behind.
Why Maintenance Backlog Matters
Tracking your maintenance backlog helps you:
Identify staffing needs
Prioritize critical maintenance work
Prevent the accumulation of deferred maintenance
Balance preventive maintenance with corrective work
An increasing backlog often signals that your team needs additional resources, better planning, or more efficient troubleshooting techniques.
According to WorkTrek's maintenance cost statistics, managing backlog effectively is essential for controlling maintenance costs, as work that gets continuously deferred often becomes more expensive to address later.
7. Schedule Compliance
Schedule compliance measures how effectively your maintenance team completes planned work on time.
This metric reveals whether your preventive maintenance schedule is realistic and achievable.
Illustration: WorkTrek / Data: INTECH Automation & Intelligence
The formula:
Schedule Compliance = (Work Orders Completed On Time ÷ Total Scheduled Work Orders) × 100
If you scheduled 100 preventive maintenance tasks last month and completed 85 of them on or before their due dates, your schedule compliance would be 85%.
Why Schedule Compliance Matters
Low schedule compliance often indicates one or more problems:
Unrealistic maintenance schedules
Insufficient staffing
Poor parts availability
Excessive emergency work interrupts planned tasks
Inadequate maintenance planning
High schedule compliance (typically 90% or above) indicates your team has effective processes, adequate resources, and realistic schedules.
This metric is particularly valuable when paired with PMP. If both metrics are high, your maintenance operations are well planned and well executed. If PMP is high but schedule compliance is low, you may have planning problems or resource constraints.
How CMMS Software Helps Track Failure Metrics
Manually calculating and tracking multiple failure metrics across dozens or hundreds of assets is nearly impossible without dedicated software.
That's where a CMMS (Computerized Maintenance Management System) becomes essential.
According to UpKeep's research, 65% of companies now use CMMS software to manage maintenance activities and track key performance indicators.
How WorkTrek Automates Metric Tracking
WorkTrek makes tracking failure metrics effortless by automatically collecting data throughout your entire maintenance process.
Source: WorkTrek
Here's how it works:
Automatic Time Tracking
Every time a technician receives a work order, starts a repair, and completes the task, WorkTrek automatically logs the timestamps. This real-time data feeds directly into MTTR calculations without any manual entry.
Source: WorkTrek
Asset Performance Monitoring
WorkTrek tracks every failure event for each asset in your system. The software maintains a complete maintenance history and automatically calculates MTBF and MTTF based on operational hours and failure frequency.
Source: WorkTrek
Work Order Classification
Source: WorkTrek
WorkTrek categorizes work orders as planned or unplanned, enabling the system to automatically calculate your planned maintenance percentage. You can see at a glance whether you're spending too much time fighting fires instead of preventing them.
Built-In Analytics and Reporting
Source: WorkTrek
Rather than exporting data to spreadsheets and manually creating charts, WorkTrek provides over 50 pre-built reports and more than 20 pre-built KPIs.
These dashboards display your failure metrics in real-time, making it easy to spot trends and identify areas for improvement.
Preventive Maintenance Scheduling
Source: WorkTrek
WorkTrek's preventive maintenance features help you create schedules based on time, meter readings, or actual asset conditions. The system automatically generates work orders and tracks schedule compliance, showing you exactly which preventive tasks are completed on time.
Mobile Access for Faster Response
Source: WorkTrek
With WorkTrek's mobile app, technicians can access work orders, update status, and log completion data from anywhere in your facility. This reduces repair time and improves the accuracy of your MTTR calculations.
Parts and Inventory Integration
For optimal operational efficiency, it's important to understand the relationship between inventory management and maintenance strategies. You can learn more about the differences between unplanned and planned maintenance and how they impact parts usage, downtime, and long-term asset health.
WorkTrek integrates parts and inventory management directly into the maintenance workflow.
Source: WorkTrek
When parts are assigned to work orders and used during repairs, the system automatically updates inventory levels and can trigger reorder notifications.
This integration helps reduce the time technicians spend hunting for parts, which is a major contributor to extended MTTR.
Data-Driven Decisions
The real power of WorkTrek comes from turning raw data into actionable insights.
For example, by analyzing planned versus actual maintenance costs across assets, you can identify equipment that consistently exceeds budget.
Source: WorkTrek
This is often a sign that replacement is more cost-effective than continued repairs.
This kind of analysis would take hours with spreadsheets. With WorkTrek, the data updates continuously, and the insights are available whenever you need them.
Best Practices for Improving Your Failure Metrics
Tracking metrics is only the first step. Here's how to use your data to drive continuous improvement in your maintenance operations.
Shift to Proactive Maintenance
The single most effective way to improve nearly all failure metrics is to adopt a proactive maintenance approach.
Source: WorkTrek
Deloitte research shows that predictive maintenance can:
Increase equipment uptime by 10-20%
Reduce maintenance costs by 5-10%
Reduce maintenance planning time by up to 50%
Proactive maintenance strategies include:
Preventive maintenance – Time-based or usage-based maintenance performed before failures occur
Predictive maintenance – Using sensors and data analysis to predict failures before they happen
Condition-based maintenance – Performing maintenance only when sensor data indicates it's needed
Each approach reduces equipment failures, improves MTBF, and decreases the time your team spends on reactive maintenance.
Standardize Repair Processes
Creating standard operating procedures (SOPs) for common repairs dramatically improves MTTR.
When technicians follow proven repair processes rather than troubleshooting from scratch each time, they complete work faster and more reliably.
Source: WorkTrek
WorkTrek allows you to attach checklists and procedures directly to work orders, ensuring technicians have step-by-step guidance for every task.
Implement Root Cause Analysis
Don't just fix failures—understand why they happen.
When the same asset fails repeatedly, conduct root cause analysis to identify the underlying problem. Common root causes include:
Inadequate preventive maintenance
Operator error
Poor equipment design
Environmental factors
Substandard replacement parts
By addressing root causes, you reduce failure frequency, improve MTBF, and prevent recurring issues that consume maintenance resources.
Optimize Spare Parts Inventory
Parts availability directly impacts MTTR. If technicians must wait hours or days for critical components, repair time extends significantly.
However, stocking too many spare parts ties up capital unnecessarily.
Source: WorkTrek
Use failure data to optimize inventory. Items with short MTTF should be stocked in higher quantities. Critical assets should have key spare parts readily available to minimize downtime. Consider utilizing a CMMS software platform to streamline maintenance and asset management processes.
WorkTrek's inventory management features track parts usage patterns and can alert you when stock levels fall below defined thresholds.
Invest in Training
Maintenance activities performed by well-trained technicians are completed faster and more effectively.
Illustration: WorkTrek / Data: Facility Executive
Regular training on:
New equipment and technologies
Troubleshooting techniques
CMMS software usage
Safety procedures
improves your team's performance across all maintenance metrics.
Use Data to Drive Resource Allocation
Review your failure metrics regularly to identify patterns:
Which assets have the lowest MTBF?
Which equipment generates the most maintenance backlog?
Where is MTTR highest?
Use this data to allocate resources strategically. Assets with poor reliability may need more frequent preventive maintenance, upgraded components, or replacement. High-MTTR assets may benefit from technician training or better parts availability.
Monitor Leading Indicators
While metrics like MTTR and MTBF are lagging indicators (they measure what already happened), leading indicators help you predict future performance.
Metrics like planned maintenance percentage and schedule compliance are leading indicators. Improving these metrics typically increases MTBF and reduces downtime.
Conclusion
Equipment failure metrics can transform maintenance from guesswork into a data-driven practice.
By tracking MTTR, MTBF, MTTF, OEE, planned maintenance percentage, maintenance backlog, and schedule compliance, you gain complete visibility into asset performance and maintenance effectiveness.
The data reveals exactly where to focus your improvement efforts, whether that's reducing repair time, improving asset reliability, or shifting more resources to preventive maintenance.
Modern CMMS platforms like WorkTrek make data collection and metric tracking easier than ever. Instead of spending hours manually gathering information from spreadsheets and paper logs, automated systems deliver real-time insights that help you make better decisions faster.
The right metrics, combined with the right tools, give you the power to minimize downtime, reduce costs, and maximize the performance of every asset in your operation.
Operations & Maintenance
A Quick Guide to Equipment Failure: Prevention Strategies That Actually Work
Key Takeaways
Equipment failure costs industrial operations billions annually with most failures being preventable with proactive maintenance strategies
Understanding failure modes—from gradual degradation to catastrophic failure—helps you build targeted prevention plans for critical assets
Early detection through continuous monitoring and vibration analysis can identify potential failure weeks or months before equipment fails
Proper operator training catches problems before they escalate into costly downtime
Equipment doesn't just fail overnight. There's almost always a warning sign. It can start with a strange noise here, unusual vibration there, or performance that's steadily declining.
Yet despite these early signs, equipment breakdown remains one of the costliest challenges in industrial operations.
Here's the reality: unplanned downtime costs industrial manufacturers an estimated $50 billion annually. That's not a typo. Fifty billion dollars lost because equipment fails when you least expect it.
But here's what most maintenance managers don't realize, 70% of equipment failures follow predictable patterns that can be identified and prevented through systematic failure analysis.
Illustration: WorkTrek / Data: Gitnux
This guide breaks down everything you need to know about equipment failure: what causes it, how to spot it early, and most importantly, how to prevent it before it derails your operations.
What Is Equipment Failure?
In simple terms, equipment failure happens when a machine or asset can no longer perform its intended function.
It's not always dramatic. You know that a catastrophic failure that brings everything to a halt. Sometimes it's subtle, like a gradual decline in performance that chips away at your operational efficiency.
You've probably seen both types.
There's the sudden breakdown that stops production cold.
Illustration: WorkTrek / Data: INTECH Automation & Intelligence
On the other there is a slower deterioration, like when the pump starts losing pressure, the motor starts running hotter than normal, or the conveyor belt develops an unusual wobble.
The distinction matters because different failure types require different prevention approaches.
For example, a bearing that's slowly wearing out gives you time to schedule component replacement during planned downtime. An electrical fault that triggers immediate shutdown? That's an emergency repair situation that costs you money, time, and productivity.
Research shows that organizations with mature maintenance programs experience 20% less downtime than those relying primarily on reactive repairs. The difference comes down to one thing: understanding why assets fail and catching problems early.
Common Types of Equipment Failure
Equipment can fail in several distinct ways, and recognizing these patterns helps you build a better maintenance strategy.
Wear and Tear Degradation
This is the most common cause of equipment failure in industrial settings. Parts wear down through normal use. For instance, bearings lose lubrication, belts stretch, and seals crack.
Illustration: WorkTrek / Data: Oxmaint
All of this is inevitable if you run a maintenance organization, but it's also predictable.
The key is knowing your asset lifespans.
A bearing rated for 10,000 operating hours won't suddenly fail at hour 9,999, but it will show warning signs long before complete failure. Studies indicate that improper lubrication leads to 40-50% of bearing failures, and proper lubrication practices can extend equipment life by 30-50%.
Fatigue Failure
Repeated stress cycles cause microscopic cracks that eventually lead to failure. You'll see this in equipment with moving parts such as pistons, crankshafts, and suspension components. The failure seems sudden, but it's been building for months or years.
Illustration: WorkTrek / Data: WIT PRess
Vibration analysis excels at catching fatigue failure before it happens. Those tiny cracks create detectable changes in vibration patterns that your maintenance technicians can spot with the right tools.
Corrosion and Environmental Damage
Environmental factors don't care about your production schedule. Moisture corrodes metal, chemicals degrade seals, and dust clogs filters. Equipment operating in harsh conditions fails faster than identical machines in controlled environments.
Illustration: WorkTrek / Data: Coastings World
Corrosion and environmental degradation contribute significantly to equipment deterioration across all industrial sectors, making proper protective measures essential.
Overload and Misuse
Running equipment beyond design specifications accelerates failure. Overloading a conveyor, cycling a compressor too frequently, or operating machinery outside temperature parameters—these choices have consequences.
Operator training makes a huge difference here. Properly trained operators understand equipment limitations and recognize when something's wrong. They're your first line of defense against unnecessary costs.
Age-Related Deterioration
Aging equipment simply wears out. Components designed for a 20-year service life won't last forever, no matter how well you maintain them. The challenge is knowing when repair costs exceed replacement value.
Industry data suggests that equipment older than 15 years requires 2-3 times as much maintenance as newer assets. At some point, you're throwing good money after bad.
Root Causes of Equipment Failure
Understanding why equipment fails goes deeper than the failure modes themselves. Let's look at what's really driving those breakdowns.
Inadequate Lubrication
Poor lubrication practices are usually one of the key reasons for failure. However, this is highly preventable.
Illustration: WorkTrek / Data: Operational Excellence Society
The problem is beyond just missing lubrication. A lot times it is related to using the wrong lubricants, contaminated oil, or improper application of lubricants.
Your maintenance schedules need to specify not just "lubricate bearing," but also the lubricant, the amount, and the conditions.
Lack of Preventive Maintenance
Here's a frustrating truth: companies often skip preventive maintenance to save money, then spend far more on emergency repairs. Research shows that preventive maintenance reduces costs by 12-18% compared to reactive approaches.
When you defer maintenance tasks, you're not eliminating costs; you're actually multiplying them.
That skipped oil change leads to engine damage. The postponed filter replacement causes system contamination. Small problems become big problems.
Poor Installation and Commissioning
Equipment failure often starts on day one.
Improper installation such as misaligned shafts, incorrect electrical connections, and inadequate foundation support can create stress points that accelerate failure.
Industry experts estimate that misalignment causes up to 50% of all machinery breakdowns. Yet it's completely avoidable with proper installation procedures and alignment verification.
Inadequate Monitoring and Inspection
You can't fix what you don't know is broken. Organizations without continuous monitoring programs miss the early warning signs that predict imminent failure.
Modern sensor technology makes this inexcusable. Temperature sensors, vibration monitors, and oil analysis programs provide constant feedback on asset health. The question isn't whether you can afford these technologies—it's whether you can afford not to use them.
Insufficient Operator Training
Machine operators interact with equipment daily. They're positioned to catch problems early—unusual sounds, performance changes, minor leaks. But only if they know what to look for and feel empowered to report issues.
Illustration: WorkTrek / Data: ETProtein
Comprehensive operator training programs help catch equipment issues before they escalate. Your operators are either an asset or a liability. Training makes the difference.
Recognizing the Warning Signs of Equipment Failure
Equipment rarely fails without warning. The trick is knowing what to watch for.
Abnormal Sounds and Vibrations
That grinding noise isn't normal. Neither is the new vibration you've started feeling. These are your equipment's way of screaming for help.
Source: WorkTrek
Excessive vibration often indicates bearing wear, imbalance, or misalignment.
Each problem has a characteristic frequency signature that vibration analysis can identify. Catching these issues early prevents catastrophic failure and costly downtime.
Temperature Fluctuations
Equipment running hotter than normal is working harder than it should, or maybe has a clogged cooling system or poor lubrication. This can cause a rapid decline in equipment health.
Thermal imaging makes temperature monitoring straightforward. A quick scan identifies hot spots before they cause damage. Many facilities now use thermal cameras as part of their routine inspections.
Performance Degradation
Declining output, reduced efficiency, or quality issues often signal equipment problems.
A pump moving less fluid, a motor drawing more current, or a press requiring more force—these changes indicate deterioration.
The challenge is establishing baseline performance metrics so you can identify when things change. That's where your key performance indicators become essential tools for early detection.
Unusual Leaks and Contamination
Hydraulic fluid on the floor, coolant in the oil, metal particles in the lubricant. All of these are signs of serious problems to come.
Oil analysis programs can detect contamination long before it causes failure. A simple fluid sample reveals wear metals, water contamination, and additive depletion. The cost of oil analysis is minimal compared to the failures it prevents.
Increased Energy Consumption
Equipment drawing more power than usual is working inefficiently. Worn bearings, belt slippage, or mechanical binding all increase energy demand.
Smart facilities monitor energy consumption at the equipment level. Unexpected increases trigger an investigation before failure occurs.
Some organizations report 15-20% energy savings through better maintenance practices alone.
Building an Equipment Failure Prevention Strategy
Preventing equipment failure requires a holistic approach. Performing random maintenance activities won't cut it. You need to develop and follow a comprehensive strategy built on proven principles.
Implement Preventive Maintenance Programs
Preventive maintenance forms the foundation of equipment reliability. Regular inspections, scheduled component replacement, and routine maintenance tasks keep equipment running.
Source: WorkTrek
The key is basing your preventive maintenance schedule on actual equipment requirements, not arbitrary intervals. Manufacturer recommendations, historical data, and condition monitoring all inform optimal maintenance timing.
Organizations with mature preventive programs report maintenance costs 25-30% lower than those with reactive approaches.
Adopt Predictive Maintenance Technologies
Predictive maintenance takes prevention to the next level. Instead of maintaining equipment on a fixed schedule, you perform maintenance based on actual condition.
Sensor data, vibration analysis, thermal imaging, and oil analysis all feed predictive programs. Machine learning algorithms identify failure trends before humans can spot them.
Studies show predictive maintenance can reduce equipment breakdowns by 70% and increase asset lifespans by 20-40%. The good news is that the ROI typically materializes within months.
Develop a Proactive Maintenance Strategy
Proactive maintenance goes beyond fixing and preventing failures—it eliminates root causes. You're not just replacing worn bearings; you're understanding why they wore prematurely and fixing that underlying issue.
This requires detailed failure analysis, root cause investigation, and continuous improvement processes.
It's more work upfront, but it dramatically reduces frequent repairs and unexpected breakdowns.
Establish Continuous Monitoring Systems
Continuous monitoring transforms maintenance from periodic activities to constant vigilance. Sensors track vibration, temperature, pressure, and other critical parameters 24/7.
When values exceed normal ranges, alerts notify maintenance teams immediately. You're catching potential failure in its earliest stages, when intervention is cheapest and least disruptive.
The Industrial Internet of Things makes continuous monitoring affordable even for smaller operations. Connected sensors cost a fraction of a single unplanned shutdown.
Prioritize Critical Assets
Not all equipment deserves equal attention. Your critical equipment, which can include assets whose failure stops production or creates safety risks, requires intensive monitoring and maintenance.
Criticality analysis helps identify these assets and allocate resources appropriately. A critical pump might receive monthly vibration analysis and weekly inspections, while non-critical equipment gets quarterly preventive tasks.
This targeted approach improves equipment reliability where it matters most without excessive maintenance spending on every asset.
Invest in Operator and Technician Training
Your people make or break your maintenance program. Reliability engineers, maintenance managers, and maintenance technicians need current knowledge of advanced monitoring technologies and best practices.
But don't overlook operator training. Operators who understand equipment operation, recognize warning signs, and follow proper procedures prevent countless failures.
Companies that invest in comprehensive training programs achieve improved asset reliability and safety outcomes. Employee safety and operational excellence go hand in hand.
Maintain Adequate Spare Parts Inventory
Nothing extends downtime like waiting for parts. Strategic spare parts inventory ensures critical components are available when needed.
Source: WorkTrek
The balance can be tricky—too few parts cause delays, too many tie up capital. An effective spare parts management system uses failure data, lead times, and criticality to optimize inventory levels.
Standardize Maintenance Procedures
Inconsistent maintenance practices lead to inconsistent results. Standardized procedures ensure every maintenance technician performs tasks the same way, following proven methods.
Source: WorkTrek
Detailed work instructions, checklists, and quality verification steps reduce errors and improve reliability. When everyone follows the same process, you can identify and systematically improve it.
How CMMS Software Prevents Equipment Failure
Illustration: WorkTrek / Data: Brightly
Modern maintenance relies on technology, and a computerized maintenance management system sits at the center of an effective maintenance strategy.
Centralized Asset Management
A CMMS creates a single source of truth for all your assets. Complete equipment history, maintenance records, failure trends, and performance data all live in one place.
Source: WorkTrek
This visibility transforms decision-making.
Should you repair or replace that aging compressor? The CMMS shows total repair costs, failure frequency, and remaining service life. Data drives the decision, not guesswork.
Automated Preventive Maintenance Scheduling
Manual scheduling fails. Tasks get missed, duplicated, or performed at the wrong intervals. CMMS automation ensures preventive tasks are performed on schedule, whether triggered by time, usage, or condition.
Source: WorkTrek
WorkTrek excels here, automatically generating work orders based on equipment runtime hours, calendar intervals, or sensor readings.
Your maintenance teams focus on executing tasks, not managing spreadsheets.
Predictive Analytics and Failure Forecasting
Advanced CMMS platforms like WorkTrek integrate with condition monitoring systems, analyzing sensor data to predict failures before they occur.
Source: WorkTrek
Machine learning algorithms identify patterns humans miss. Subtle changes in vibration, temperature drift, or performance degradation trigger alerts and automatically schedule preventive tasks.
Organizations using predictive maintenance enabled by CMMS report 25-30% reductions in maintenance costs and 35-45% reductions in equipment downtime.
Real-Time Monitoring and Alerts
WorkTrek's real-time monitoring capabilities keep you continuously informed about asset health. Temperature sensors, vibration monitors, and other IoT devices feed data directly into the system.
When parameters exceed thresholds indicating imminent failure, instant alerts notify relevant personnel. Your maintenance manager receives a notification, a work order automatically generates, and technicians can respond before minor issues become major problems.
Comprehensive Reporting and KPIs
You can't improve what you don't measure. WorkTrek tracks key performance indicators across all maintenance activities.
This includes mean time between failures, maintenance costs per asset, planned vs. unplanned maintenance ratios, and more.
Source: WorkTrek
These metrics identify trends, benchmark performance, and justify maintenance investments. When you show executives that predictive maintenance reduced costly downtime by 40%, budget conversations get easier.
Mobile Access for Field Technicians
Maintenance doesn't happen at a desk. WorkTrek's mobile capabilities put complete asset information, work instructions, and reporting tools in technicians' hands wherever they're working.
Scan a barcode, pull up maintenance history, record observations, and close work orders—all from a smartphone or tablet. This real-time data capture improves accuracy and accelerates response times.
Source: WorkTrek
Integration with Monitoring Technologies
WorkTrek integrates seamlessly with advanced monitoring technologies, including vibration analyzers, thermal cameras, ultrasonic detectors, and oil analysis labs. Data flows automatically into asset records, creating comprehensive condition histories.
Source: WorkTrek
This integration eliminates manual data entry and ensures nothing falls through the cracks. When vibration analysis detects bearing wear, WorkTrek schedules the replacement automatically and orders the necessary spare parts.
The True Cost of Equipment Failure
Let's talk numbers. Equipment failure costs far more than repair bills.
Direct costs include emergency repairs, component replacement, and maintenance labor. But the real damage comes from indirect costs.
This includes lost production, reduced operational efficiency, compromised product quality, and safety risks.
Studies estimate that unplanned downtime costs Fortune Global 500 companies $1.4 trillion annually, representing 11% of their yearly turnover. For individual facilities, a single critical asset failure can cost $250,000 or more.
Then there's the ripple effect. Production delays cause missed deliveries, unhappy customers, and lost contracts. Frequent failures damage your reputation and competitive position.
Regulatory compliance adds another layer. Equipment failures that pose safety risks or result in environmental releases trigger fines, legal liability, and increased insurance costs.
Compare this to the cost of prevention. Preventive maintenance typically costs 12-18% less than reactive repairs. Predictive programs cost more upfront but deliver even greater savings through optimized maintenance timing.
Conclusion
Organizations that minimize downtime, reduce costly downtime, and maximize asset lifespans operate more efficiently and profitably.
The path forward requires commitment to proactive maintenance strategies, investment in advanced monitoring technologies, and adoption of comprehensive CMMS platforms like WorkTrek.
Source: WorkTrek
Start by identifying your critical assets and their failure modes. Implement continuous monitoring on equipment where failures create the greatest impact. Develop preventive maintenance schedules based on manufacturer recommendations and failure data.
Train your operators to recognize early warning signs and empower them to report concerns.
Most importantly, use technology to your advantage. Modern CMMS platforms transform maintenance from reactive firefighting to strategic asset management. WorkTrek's predictive capabilities, automated scheduling, and comprehensive reporting give you the tools to prevent failures before they disrupt operations.
Operations & Maintenance
Importance of Optimizing Maintenance Operations
Key Takeaways:
A major energy company improved asset reliability through maintenance optimization.
U.S. manufacturers spent more than $135 billion on equipment in 2021.
Safety concerns are a common reason industrial workers leave their jobs.
Product recalls can cost anywhere between $8 million and $50 million.
“We don’t need to invest in new maintenance technology; our old processes work just fine.”
“No, there’s no need for more proactive maintenance. Run-to-failure is enough for our operation.”
If you’ve ever tried to implement any improvements in your maintenance processes, chances are, you’ve heard statements like these.
They may have even come from you.
However, such a mindset is a costly mistake.
In maintenance, investing in advanced technologies, proactive strategies, and continuous training is always a good idea; it can pay off in so many different ways.
Read on to learn more about how optimizing maintenance operations can help your business.
Increased Asset Reliability
Optimized maintenance operations tend to place strong emphasis on proactive upkeep strategies, whether preventive, condition-based, or predictive maintenance.
While these vary in execution, they do share a common goal: addressing potential problems before they cause major disruption.
The result is more reliable assets, increased uptime, fewer production interruptions, and more consistent performance.
According to the 2025 Cheqroom survey, the vast majority of businesses agree that it’s critical for physical equipment to always be available and in working order.
Illustration: WorkTrek / Data: Cheqroom
After all, these assets are the backbone of daily operations and key to meeting customer expectations.
One survey respondent elaborates, highlighting the consequences of poor asset reliability:
“Production deadlines get postponed, which then dominoes down the line, affecting everything from production times to finishing times and even to the customer receiving it.”
It’s safe to say that, without reliable assets, there can be no successful business, especially in asset-heavy sectors such as manufacturing.
This is why organizations must continually look for opportunities to optimize their maintenance operations.
Often, improving just one workflow or task can lead to significant gains.
Take, for instance, Santos Ltd., a major Australian energy company, which achieved notable improvements in reliability through maintenance optimization.
Sigurdur Jonsson, former Vice President for PNG Operations at Santos, commented:
Illustration: WorkTrek / Quote: PNG Business News
He explained that this success came from improving maintenance processes by critically reviewing and prioritizing work carried out at their facilities.
Rather than attempting to do everything at once, Santos focused on maintaining their most critical assets first, ensuring that the machines most essential to operations were always ready for work.
Santos is clear proof that reliability is never an accident.
It is the result of an intentional maintenance strategy, disciplined execution, and constant improvement.
Extended Asset Lifespan
Those who have mastered maintenance in their facilities understand that asset lifespan is influenced more by how equipment is operated and maintained.
Treat your machines right, and they’ll not only deliver higher uptime but also last longer.
Treat them poorly and inevitably, the opposite occurs.
Farouk Abrahams, Sales Director at Weba Chute Systems, a provider of customized bulk material chute transfer solutions, warns:
Illustration: WorkTrek / Quote: African Mining Market
It’s important to emphasize that optimizing maintenance operations doesn’t necessarily mean performing more maintenance.
Overmaintaining can be just as harmful to assets as undermaintaining.
Instead, effective maintenance accounts for a machine’s actual condition, ensuring equipment is serviced at the right time: not too early or too late, and not too much or too little.
This is known as condition-based maintenance.
India Gibson, Launch Leader at Schneider Electric, a French multinational specializing in digital automation and energy management, explains how it works:
“We’re involving methods of monitoring the condition of the equipment based on different parts of the infrastructure. We’re understanding better how the gear is performing, and we’re supporting the maintenance intervals based on what needs to be enhanced or maintained.”
With this approach, organizations can reduce overmaintenance, which introduces unnecessary stress on equipment, and undermaintenance, which allows degradation to accelerate.
Ultimately, this significantly prolongs assets’ useful lives.
And this matters quite a bit. After all, capital assets are costly.
As reported by Machinery Partners, U.S. manufacturers spent more than $135 billion on equipment in 2021, accounting for more than 60% of annual capital expenditures.
Illustration: WorkTrek / Data: Machinery Partners
Extending asset life delays replacement cycles and significantly reduces these expenditures.
It’s an effective way to extract maximum value from expensive equipment while freeing up capital to reinvest in growth, innovation, or debt reduction.
Reduced Safety Risks
Well-maintained equipment is safe equipment.
When assets are maintained regularly, efficiently, and strategically, the risk of accidents, injuries, and hazardous incidents caused by equipment or operational failures is significantly reduced.
A strong example of how maintenance optimization can enhance overall safety comes from Singleton Birch, the UK’s leading independent lime supplier.
After installing condition-monitoring sensors on their conveyor belt cleaners, the company greatly reduced the need for workers to physically access each asset.
As Singleton Birch Engineering Manager, Stuart Howden explained:
“Through the app, we can clearly see whether each blade is correctly tensioned against the conveyor belt and when it might be nearing the end of its life and will need replacing.”
While this naturally improved efficiency and reduced downtime, it also had a major impact on worker safety.
Howden noted:
Illustration: WorkTrek / Quote: Australian Mining
He added that remote monitoring also keeps workers away from moving conveyors and reduces the need to enter enclosed, dusty environments, further improving safety conditions.
This example clearly shows that improving maintenance practices benefits not only equipment performance, but also the people responsible for keeping operations running.
And what’s good for technicians is good for the company.
Fewer accidents lead to healthier, more confident employees, which boosts morale, productivity, and ultimately, retention.
According to a 2024 Vector Solutions study, safety concerns are a common reason employees leave their jobs.
Illustration: WorkTrek / Data: Vector Solutions
That’s hardly surprising. Few people are willing to stay in roles where their well-being is at risk.
By improving maintenance strategies, companies also improve the worker experience, reducing turnover and the likelihood of legal action, fines, and reputational damage.
It’s a win all around.
Improved Output Quality
Optimized maintenance ensures that machines, tools, and systems operate within their designed specifications, consistently producing high-quality output.
In other words, when equipment is reliable, the products it helps produce are reliable as well.
No scrap caused by incorrect dimensions, and no defects stemming from heat, vibration, or pressure variations.
Efficient maintenance detects and corrects wear before it affects production, thus minimizing waste, rework, and every manufacturer’s worst nightmare: recalls.
As shown by the 2024 ETQ and Hexagon survey, product recalls can have devastating consequences for businesses.
These incidents can cost manufacturing companies anywhere between $8 million and $50 million.
Illustration: WorkTrek / Data: Hexagon
The damage, however, doesn’t stop there.
Recalls often lead to reputational harm, decreased customer trust, plant shutdowns, and long-term financial setbacks.
Illustration: WorkTrek / Data: Hexagon
Even when quality issues don’t escalate to recalls, they can still seriously impact a business.
Customers care deeply about quality, and they won’t tolerate declining standards for long.
In fact, 2025 Forbes research shows that 70% of consumers are willing to switch brands if they find a higher-quality alternative.
Illustration: WorkTrek / Data: Forbes
Clearly, a lot hinges on output quality, from operational efficiency and brand reputation to client satisfaction and the ability to attract new customers.
By improving maintenance processes, manufacturers gain better control over production outcomes and set up their business for long-term success.
That’s right: maintenance isn’t just about fixing machines. It can also be a defining factor in a company’s future overall.
Lower Operating Costs
Along with these improvements come significant cost savings.
Optimizing maintenance reduces expenses in multiple ways:
Longer asset lifespans mean fewer replacements
Improved output quality reduces expensive rework and recalls
Preventive maintenance lowers the need for costly emergency repairs
Enhanced safety cuts costs associated with fines, legal issues, and workforce turnover
Ultimately, it’s about eliminating inefficiencies that quietly drain money through recurring mistakes, overlooked tasks, and poorly managed time and resources.
Robert Peffen, Director of Asset Performance Excellence at Implementation Engineers, an Implementation Execution (IX®) services firm, puts it perfectly:
Illustration: WorkTrek / Quote: FieldCircle
At TRIUS, a Croatian property management company, they experienced this firsthand.
The company struggled with disorganized and poorly managed work orders, causing technicians to miss critical tasks and generating unnecessary expenses.
However, that all changed with the implementation of WorkTrek, a CMMS that gave them full control over WO workflows and helped save money in the process.
Tomislav Matković, TRIUS Maintenance Manager, commented:
“Using the WorkTrek mobile application, work orders are clearly arranged, and field workers know exactly what their responsibilities are, which has improved our service. It saved us time and money and resulted in much happier tenants.”
That’s because WorkTrek centralizes all work orders in one easily accessible platform.
For technicians, this means they can quickly see what tasks need to be done, where, by when, and how, right from their phones.
For supervisors, it means they can assign tasks to the right personnel, monitor progress, add notes, and collect feedback in just a few clicks.
WorkTrek also offers customizable templates, ensuring every work order captures all vital information, every single time:
Source: WorkTrek
All of this creates a more efficient, error-free process in which each asset gets timely and proper care.
No more forgotten tasks, no more wasting time searching for instructions and progress updates.
With WorkTrek, maintenance becomes more efficient, strategic, and ultimately more cost-effective.
Conclusion
Maintenance touches nearly every aspect of a business.
This means that, if done poorly, it can reduce product quality, compromise worker safety, shorten asset lifespan, and even hurt profitability and reputation.
That’s too high a price to pay for something preventable.
So, start treating maintenance like the strategic advantage it is today.
Invest in automation tools, monitor asset conditions, and schedule work accordingly.
Most importantly, educate your team on the value of efficient maintenance operations.
When everyone prioritizes proper maintenance and understands why it matters, strong and sustainable results follow naturally.
Operations & Maintenance
How to Manage the Risk of Equipment Failure
Key Takeaways:
Equipment failures cost factories 5% to 20% of their productivity annually, translating to millions in losses.
Preventive maintenance is nearly three times more cost-effective than reactive maintenance.
Predictive maintenance can reduce planning time by 50% and increase uptime by 20%.
65% of companies now use a CMMS to monitor and optimize maintenance operations.
When equipment fails, everything stops. Production lines go dark, costs pile up, and workers face unnecessary risks. The ripple effect can touch every part of your operations.
Managing the risk of equipment failure isn't about reacting faster when things break. It's about stopping failures before they happen and building systems that keep critical equipment running.
Source: WorkTrek
According to the International Society of Automation, factories lose between 5% and 20% of their productivity due to downtime. For some companies, that translates to thousands or even millions of dollars in losses.
This guide breaks down effective strategies for managing equipment failure risk: from understanding what causes equipment to fail to building a maintenance program that actually prevents problems.
Understanding Equipment Failure Risk
Equipment failure happens when machinery stops working as intended. Sometimes equipment malfunctions completely. Other times, it keeps running but performs below standard.
Risk-based maintenance prioritizes interventions based on the consequences of failure, not just their frequency.
Either way, the consequences are real: unplanned downtime, safety hazards, financial losses, and disrupted operations.
Most equipment failures fall into predictable categories.
Excessive wear and tear breaks down components over time
Improper use of machines
Poor maintenance lets small problems escalate into major breakdowns.
There are many situations that can also lead to failures. Control system failures can shut down entire production lines. Electrical failures pose both operational and safety risks. Mechanical failures in critical systems can cascade through your facility.
The most common types of equipment failure share one thing in common: they can be prevented with the right approach.
The True Cost of Equipment Failure
In most cases, equipment failure costs more than the repair bill. The financial impact can include lost production, emergency repairs, expedited shipping for spare parts, and overtime labor costs.
A 2024 Siemens study found that automotive plants lose approximately $695 million annually due to unplanned downtime. That's 1.5 times higher than just five years ago.
Illustration: WorkTrek / Data: Sumitomo Drive Technologies
For heavy machinery operations, the annual cost per plant can reach $59 million.
But the numbers tell only part of the story.
Equipment failure can create safety risks for workers. In addition, production delays damage customer relationships. Non-compliance with regulations can lead to fines and legal exposure.
With a critical asset failure, the effects can spread throughout your entire operation.
Key Strategies to Manage Equipment Failure Risk
The best defense against equipment failure is a combination of several proven approaches. Those approaches include:
Regular Inspections and Monitoring
Necessary inspections catch problems before they cause failures. Pre-use checks verify equipment is safe to operate. Scheduled inspections track wear patterns and identify components nearing the end of their useful life.
The key is making inspections part of a systematic process and not just random.
Equipment-specific checklists ensure technicians look for the right warning signs. Documentation creates a record that helps predict when failures might occur.
Regular inspections also improve workplace safety. Workers spot hazards like frayed cables, leaking fluids, or loose components that could lead to accidents.
One strategy that a lot of companies employ is to implement IoT sensors for continuous monitoring.
Using IoT sensors and AI allows for real-time, data-driven maintenance decisions.
These devices track vibration, temperature, pressure, and other critical parameters in real time. When readings fall outside normal ranges, maintenance teams get immediate alerts.
Digital Twins and AI are increasingly used to analyze incident data for trends and simulate failure scenarios without disrupting live operations.
Illustration: WorkTrek / Data: Anvil Labs
This approach is most valuable for critical equipment, where unexpected failures have the greatest impact on operations.
Implement Preventive Maintenance
Preventive maintenance is when you service equipment based on a schedule and preferably before breakdowns occur.
Some preventive maintenance tasks include lubrication, filter changes, belt adjustments, and component replacements based on manufacturer recommendations or usage patterns.
A 2022 survey found that unplanned downtime from equipment failure had the greatest negative impact on plant productivity.
Zach Williams, Engineering Manager at Kito Crosby Australia, explains the business case: "Preventive maintenance is nearly three times more cost-effective than reactive maintenance."
The approach works because it shifts your focus from emergency repairs to planned interventions.
The goal is to have maintenance happen during scheduled downtime, not in the middle of a production run. Parts arrive through normal ordering, not overnight shipping at premium prices.
Modern CMMS platforms can simplify and automate preventive maintenance scheduling. WorkTrek can trigger work orders based on time intervals, meter readings, or usage patterns.
Embrace Predictive Maintenance
Predictive maintenance takes prevention a step further. Instead of maintaining equipment on a fixed schedule or following OEM recommendations, you service it based on actual condition.
Strict adherence to OEM guidelines for workloads and service intervals helps avoid overworking machinery.
This strategy uses sensor data and historical performance to predict when equipment will fail. Maintenance happens just before problems occur, not too early or too late.
Research by Deloitte shows predictive maintenance can reduce planning time by up to 50% and increase uptime by 20%.
Illustration: WorkTrek / Data: IIoT World
BMW's Regensburg plant uses AI-powered predictive maintenance on its conveyor systems. Project manager Oliver Mrasek reports that they avoid around 500 minutes of production disruption per year by detecting potential faults before they cause failures.
The investment in sensors and analytics platforms pays off through fewer emergency repairs and longer equipment life. For companies with critical assets where downtime costs are high, predictive maintenance delivers strong returns.
Train Your Team Properly
Operational errors can be the cause of a lot of equipment failures. For example, overloading machines, skipping safety procedures, or operating without proper training puts unnecessary stress on equipment.
With additional employee training, these risks can be reduced.
Training should focus on equipment specifications, proper operating procedures, and early warning signs of problems. The process should teach technicians how to use machinery within design parameters and what to do when something seems wrong.
Regular review of risk assessments is essential in risk-based maintenance to adapt to evolving conditions.
Training should cover more than basic operation. Maintenance teams need expertise in troubleshooting, repair procedures, and safety protocols. Cross-training creates flexibility when specialists aren't available.
According to research on equipment longevity, properly trained users operate equipment more efficiently, reducing wear and tear while minimizing energy consumption.
Regular training keeps knowledge current, especially when equipment is upgraded or procedures change.
Maintain Proper Spare Parts Inventory
Having the right spare parts available prevents small issues from becoming extended downtime events. When a component fails, you can replace it immediately instead of waiting days or weeks for delivery.
Source: WorkTrek
The challenge is always balancing inventory costs with availability.
Stockpiling every possible part ties up capital and warehouse space. But running too lean means critical repairs get delayed.
Smart inventory management focuses on critical components—parts that fail predictably or have long lead times. Historical data shows which items need to be on hand and which can be ordered as needed.
Source: WorkTrek
Proper inventory management means tracking usage patterns, setting reorder points, and maintaining relationships with reliable suppliers. A CMMS helps by automatically tracking parts usage and triggering reorder alerts when stock falls below minimum levels.
Follow Manufacturer Guidelines
Something as simple as an equipment manual can contain essential information on maintenance requirements, operating limits, and troubleshooting procedures. Manufacturers are experts and understand how their equipment works and what it needs to stay reliable.
Following recommended maintenance schedules helps maintain warranties and ensures equipment performs as designed.
Deviating from these guidelines often leads to premature wear, unexpected failures, and voided warranties.
Manuals also provide critical safety information and proper repair procedures. They specify which parts to use, how to test components, and when to replace items.
As an example, Haas Automation's lathe manuals include detailed maintenance schedules showing exactly when to service each component. This level of specificity takes guesswork out of maintenance planning.
Keep manuals accessible to maintenance teams, whether in paper form or digital format. Consider storing them in your CMMS so technicians can access procedures while working on equipment.
Building a Risk Management Culture
To effectively address equipment failure, you need more than just good procedures. The organization needs a top-down commitment.
Leadership sets the tone.
When senior management prioritizes maintenance and invests in proper tools, teams take equipment reliability seriously.
However, when budgets get cut and maintenance gets deferred, failures increase.
Communication matters too.
Operators need clear channels to report issues. Maintenance teams need to share findings about equipment condition. Managers need visibility into maintenance metrics and failure trends.
Regular reviews of maintenance data help identify patterns. Are certain assets failing repeatedly? Do failures cluster around specific times or conditions? This analysis reveals where to focus improvement efforts.
Creating a culture of reliability means celebrating prevention, not just fast repairs. Teams should be recognized for catching problems early, not praised for heroic emergency fixes.
How CMMS Technology Reduces Equipment Failure Risk
A Computerized Maintenance Management System centralizes all maintenance activities in one platform.
Instead of depending on scattered spreadsheets and paper records, everything lives in a single system that tracks assets, schedules work, and analyzes performance.
Source: WorkTrek
According to UpKeep, 65% of companies now use a CMMS to monitor and optimize maintenance operations. Teams using these platforms report better visibility into completed work, reduced unplanned downtime, and enhanced collaboration.
How WorkTrek Helps Manage Equipment Failure Risk
WorkTrek provides the tools maintenance teams need to prevent failures and minimize downtime.
The platform automates preventive maintenance scheduling based on time, usage, or condition triggers. Work orders are automatically created and assigned to the right technicians. No manual scheduling, no forgotten tasks.
Asset management features track equipment history, maintenance records, and failure patterns. When equipment fails, technicians can review past issues and solutions. This knowledge prevents recurring problems and speeds up repairs.
Source: WorkTrek
Real-time alerts notify teams when equipment parameters fall outside normal ranges or when scheduled maintenance is due. Issues get addressed before they become failures.
The mobile app gives technicians instant access to work orders, equipment manuals, safety procedures, and maintenance histories. Everything they need is available at the point of work, reducing errors and improving efficiency.
Parts inventory management tracks spare parts automatically. When technicians complete work orders, the system deducts used parts from inventory. Low stock triggers reorder alerts, so critical components stay available.
Detailed analytics show which assets consume the most maintenance resources, where failures occur most often, and how actual costs compare to budgets. This visibility helps managers optimize maintenance strategies and justify investments in equipment reliability.
Source: WorkTrek
WorkTrek integrates with condition monitoring systems, creating a complete picture of equipment health. Sensor data flows into the platform, triggering maintenance actions when thresholds are exceeded.
Source: WorkTrek
For companies serious about reducing equipment failure risk, WorkTrek delivers the automation, visibility, and control that modern maintenance operations require.
Common Equipment Failure Patterns to Watch
Understanding how equipment typically fails can help you intervene before breakdowns occur.
Aging equipment shows increasing failure rates as components near the end of life. Bearings wear out, seals deteriorate, and electrical insulation breaks down. The solution is condition-based replacement before complete failure.
Illustration: WorkTrek / Data: GoCodes
Wear and tear from normal use gradually degrades performance. Regular inspections catch this early. Preventive maintenance replaces worn components before they fail.
Environmental factors accelerate equipment degradation.
Extreme temperatures, humidity, dust, and vibration all contribute to premature failure. Controlling operating conditions and matching equipment to the environment reduces this risk.
Inadequate lubrication causes friction and heat buildup. Following lubrication schedules and using correct lubricants prevents this common failure mode.
Electrical issues often start with minor problems—loose connections, dirty contacts, or voltage fluctuations. Regular electrical system checks catch these before they cause complete failures.
Measuring Your Equipment Failure Management Success
You can't improve what you don't measure. Track these metrics to evaluate how well you're managing equipment failure risk:
Mean Time Between Failures (MTBF) shows how long equipment typically runs before failing. Higher numbers mean more reliable equipment.
Mean Time to Repair (MTTR) measures how quickly you restore equipment to service. Lower numbers indicate efficient repair processes.
Planned vs. Unplanned Maintenance Ratio reveals how proactive your maintenance is. More planned work means better control.
Maintenance Cost as Percentage of Replacement Value helps identify over-maintained or under-maintained assets.
Overall Equipment Effectiveness (OEE) combines availability, performance, and quality into a single metric showing how well equipment performs.
Downtime Hours tracks lost production time. Breaking this down by equipment and failure type shows where to focus improvement efforts.
Regular review of these metrics identifies trends and guides resource allocation. Most CMMS platforms generate these reports automatically.
The Path Forward
Managing equipment failure risk requires commitment with substantial payoffs.
Less unplanned downtime means higher productivity. Fewer emergency repairs reduce costs. Safer equipment protects workers. Better reliability improves customer satisfaction.
Start by assessing your current maintenance practices.
Where do most failures occur?
Which assets are most critical?
How much downtime costs your operation?
Use the information that you gather to prioritize improvements.
Implement preventive maintenance for critical equipment first.
Add condition monitoring where it delivers the highest return. Train teams on proper operating procedures.
Invest in tools that support your maintenance strategy.
A modern CMMS eliminates manual work, improves data accuracy, and provides visibility that helps you make better decisions.
Conclusion
Companies that treat maintenance as a strategic investment rather than a cost center see real results: less downtime, lower costs, safer workplaces, and higher productivity.
The strategies covered here are proven and work.
Regular inspections catch problems early
Preventive maintenance stops failures before they happen
Predictive maintenance optimizes when you service equipment
Proper training reduces operational errors
Smart inventory management keeps repairs fast.
But none of this works without the right tools and commitment.
Modern CMMS platforms like WorkTrek automate the heavy lifting, giving you visibility and control over your maintenance operations. They turn data into action and help teams work smarter.
Source: WorkTrek
Start small if you need to.
Pick your most critical assets and implement better maintenance practices there first. Track your results. Build on what works.
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