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Operations & Maintenance
How to Manage Maintenance Backlog with Your CMMS
Learn how to manage your maintenance backlog effectively and how your CMMS can support you every step of the process.
Key Takeaways:
Workers spend only 30–50% of their time actually performing their tasks.
Unexpected machine breakdowns are the leading cause of productivity loss in plants.
Knowing when to retire an asset can significantly improve backlog management.
Backlogs are an inevitable part of maintenance, regardless of the industry, sector, team size, or asset types.
They will never completely go away, and that’s fine.
What truly matters is how you handle them.
In other words, real problems arise only when backlogs are poorly managed, causing unexpected equipment failures, production delays, and unnecessary costs.
Fortunately, your CMMS can help you get everything under control.
These solutions track, organize, and systematically reduce your backlog, turning chaos into efficiency and reliability.
In this article, we’ll show you how to manage your maintenance backlog effectively and how your CMMS can support you at every step of the process.
1. Analyze Your Backlog
First, use your CMMS to assess the current situation.
The system’s dashboards display all your work orders and requests, and whether they are open, awaiting approval, completed, or pending.
Source: WorkTrek
You can also filter these by various criteria, such as status, priority level, asset, location, and more.
Ultimately, this gives you a real-time, organized snapshot of your total backlog, rather than data scattered across spreadsheets, paper logs, or emails.
Use this data to analyze the scope, size, and type of work sitting in the backlog.
Once you know how many work orders are overdue, which assets they affect, and when they’ve accumulated, you’ll be better equipped to identify the main causes of these problems.
Maybe there’s an issue with the availability of spare parts. Or, maybe you’ve been stuck in reactive mode for too long.
There are all kinds of inefficiencies plaguing modern operations.
In fact, according to McKinsey’s 2021 research, workers in most heavy industry companies spend only 30–50% of their time actually performing their tasks.
Illustration: WorkTrek / Data: McKinsey & Company
In other words, productivity is an issue for practically everyone.
However, this isn’t due to a lack of effort.
Instead, the research claims it’s due to operational complexity.
There are countless factors to coordinate nowadays: workers, materials, tools, PPE, equipment access, and so much more.
Making one wrong move can easily cause workflows to spiral out of control. Maintenance operations are no exception.
Operational inefficiencies and poor resource use are bound to lead to backlog issues.
Luckily, your CMMS minimizes that complexity, providing complete visibility into completed and pending work.
As a result, you don’t have to guess what’s causing problems and what to do about it. You see it immediately.
2. Determine Order of Task Completion
Once you’ve analyzed your backlog and understand what’s in it, the next step is deciding what to tackle first.
Your CMMS should allow you to assign priorities to each work order, helping technicians determine which tasks should come first based on factors such as safety and operational impact.
Source: WorkTrek
This step is vital.
After all, not all maintenance tasks are created equal.
Some are key for safety or production continuity, while others can wait.
Failing to distinguish between these can lead to wasted time and resources on low-impact work while high-risk issues are left unresolved, ultimately worsening your backlog.
Jason Afara, Director of Solutions Engineering at Fiix Software, agrees:
Illustration: WorkTrek / Quote: EDMS Consultants
A CMMS makes implementing this prioritization system much easier.
It gives your team immediate visibility into each task’s priority, eliminating guesswork and subjective judgment.
You just need to establish clear, consistent criteria for task prioritization first.
Therefore, assign your maintenance managers to assess and rank tasks according to factors such as:
SafetyDoes the task directly affect the safety of employees, visitors, or equipment?Operational impactWill delaying the task disrupt critical operations or cause equipment failure?ComplianceIs the task required to meet regulatory or legal standards?CostWhat are the financial implications of delaying the task? Could postponement lead to higher costs later?
After tasks have been categorized and ranked, use your CMMS to schedule and prioritize accordingly.
This will almost immediately create a more efficient and better-managed backlog.
3. Automate Preventive Maintenance Scheduling
Don’t forget your recurring work.
A strong CMMS helps you create preventive maintenance (PM) schedules based on various triggers, automatically generating work orders when these thresholds are met.
This ensures critical checkups, inspections, or minor fixes aren’t forgotten or delayed, and don’t escalate into major failures, which are a common source of backlog.
Think of it this way: neglecting preventive maintenance creates a vicious reactive cycle: missed PM → equipment failure → emergency repair → even more backlog.
The 2022 ATS research confirms this, showing that unexpected machine breakdowns are the leading cause of productivity loss in plants.
Illustration: WorkTrek / Data: ATS
But by making your team more proactive about maintenance, you can reduce unplanned downtime and smooth out workloads by scheduling maintenance predictably.
This gives you far greater control over your backlog.
Anna Waters, Director of Asset Management at EDP Renewables, a company that develops and operates wind farms, solar parks, and energy storage systems, puts it perfectly:
Illustration: WorkTrek / Quote: Solar Power World
Therefore, let your CMMS handle PM for you and ensure important tasks get done on time.
For example, with a CMMS like WorkTrek, you can schedule preventive maintenance based on time triggers or meter readings, such as usage hours, mileage, temperature, or pressure.
That means no more guessing when an asset needs servicing; WorkTrek automatically alerts your team when criteria are met, making it virtually impossible to miss PM.
Additionally, if an inspection fails, WorkTrek can automatically generate follow-up work orders, so nothing slips through the cracks ever again.
Source: WorkTrek
At the end of the day, you’ll never get your backlog under control if you’re constantly reacting to sudden equipment failures.
Get your preventive maintenance program right first, and you’ll have the breathing room to coordinate all your other activities effectively.
4. Optimize Resource Allocation
Even if your maintenance prioritization and scheduling are spot-on, it won’t matter much without the necessary spare parts and manpower to get the job done.
Therefore, you should use your CMMS to track, analyze, and optimize technician and inventory availability.
It’s simple, since the system handles most of the heavy lifting for you.
For instance, it can show which technician is assigned to which task, where they’re working, and when the job should be completed.
Source: WorkTrek
This helps you assign your workers more efficiently.
Similarly, CMMS automatically updates inventory levels, lets you set reorder points, and sends alerts when stock runs low.
All you need to do is reorder when prompted.
Location data is typically available as well, which can be a major time-saver.
Debbie Fox, Co-Founder of Fortell Automotive UK Ltd, a company delivering real-time AI voice technology to fleets, explains:
Illustration: WorkTrek / Quote: Fleet News
So, instead of wasting time searching for parts, technicians can quickly look up their exact location on a phone or computer and retrieve them in seconds.
In short, your CMMS gives you a clear view of what you have, how much, where it’s located, and when it’ll be available.
Thanks to this, you can allocate resources strategically and ensure every task has exactly what it needs. No more, no less.
5. Monitor Equipment Health
A CMMS doesn’t just track your workforce and the parts used for maintenance.
It also monitors the equipment itself, giving you access to vital asset data, including location, maintenance history, performance metrics, warranties, downtime records, and more.
Source: WorkTrek
Some systems even integrate with IoT devices to track equipment health in real time, monitoring factors such as temperature, vibration, and other key indicators.
According to the 2025 Cheqroom survey, this is precisely the kind of information most companies wish they had.
Illustration: WorkTrek / Data: Cheqroom
Which assets are used most, which break down most often, and when they require upkeep: with CMMS-powered asset tracking, you can answer all these questions with confidence.
Ultimately, this enables you to focus your resources where they matter most and avoid unexpected failures that clog your maintenance backlog.
Ken Beinhower, Director of Operations at the construction company, E.K. Services, uses his maintenance management system in exactly this way:
Illustration: WorkTrek / Quote: For Construction Pros
But he doesn’t just use this data to schedule maintenance.
He also uses it to decide when it’s time to retire an asset.
After all, every machine has a finite useful life, and a CMMS helps you pinpoint exactly when it’s time to let go by analyzing repair costs and history.
This prevents wasting resources on “black hole” assets and reduces recurring backlog caused by aging, failure-prone equipment.
6. Ensure Technicians Have All Relevant Information
You need to ensure your technicians have all the information they need to do their jobs safely and correctly.
Here’s how to achieve that using your CMMS.
Start with your work requests and orders.
Typically, they come with customizable templates that let you set required fields such as problem description, location, required materials and parts, signatures, time estimates, and more.
Source: WorkTrek
You may even be able to upload photographs of the issue.
Once these templates are in place, all task information is captured consistently, eliminating the need for technicians to call around in an attempt to understand what happened and what needs to be done.
Safety comes next.
Many CMMS solutions allow you to attach reminders about potential hazards, PPE requirements, and LOTO procedures directly to work orders.
Source: WorkTrek
These details are easy to overlook, but forgetting them even once can lead to serious delays, injury, or worse.
A CMMS ensures these reminders are always visible, reducing the risk of safety incidents and workflow disruptions.
Over time, centralizing and digitizing this information drives significant productivity gains.
Take it from Cleanaway Waste Management Limited, an Australian waste management company.
They saw a measurable efficiency boost after implementing digital work orders.
Now, they have all the information they need at their fingertips, instead of having to sift through endless paper-based work orders.
Preet Brar, their Executive General Manager, explains:
“The most immediate benefit is our medium-term target of five percent increased mechanic productivity, which leads to more tool time and reduces the amount of work we need to divert to external mechanics at three times the cost.”
Simply put, more work gets done, more money is saved, and backlogs are easier to manage, all by simply making relevant information more easily accessible.
7. Regularly Track Progress
Once you’ve analyzed, prioritized, and optimized your maintenance workflows in your CMMS, you might think the hard work is over.
But it’s not.
To truly take your backlog under control for good, you need to keep tracking your progress.
Use your CMMS’s reporting features to monitor how the backlog evolves and ensure your improvements are sticking.
Consider tracking metrics such as:
Total open work orders
Overdue vs. completed tasks
Average completion time
Planned vs. actual costs
PM compliance rate
These metrics reveal how well your maintenance processes are performing, showing what’s working and what isn’t, ultimately helping you optimize further.
For example, a wrongly set reorder point for spare parts may be causing delays due to stockouts.
Or perhaps labor shortages are preventing your team from hitting PM targets, signaling it’s time to hire additional technicians.
By analyzing the data your CMMS provides, you can quickly identify suboptimal processes and investigate root causes, keeping your operations on track.
The 2023 Databox survey supports this, showing that most companies improve performance through monitoring and reporting.
The specific benefits they unlock include increased efficiency, easier trend identification, and even better financial outcomes.
Illustration: WorkTrek / Data: Databox
So, don’t skip this final step, as this could make all your previous efforts ineffective.
Pay attention to the data, and let it guide your decisions toward more efficient, cost-effective, and reliable maintenance operations.
Conclusion
Remember, the backlog isn’t the real enemy, and the goal isn’t to eliminate it.
Instead, focus on being proactive with your maintenance efforts and thinking more strategically.
Do this, and soon you’ll realize: when you rely on data and ensure your team has everything they need to do their jobs effectively, everything runs much more smoothly.
In other words, the objective isn’t necessarily to do more work, but to do better work.
And with your CMMS, you can achieve exactly that.
Operations & Maintenance
How to Choose the Right Preventive Maintenance Program
Key Takeaways
Match the maintenance program type to equipment requirements and company resources for best results
Focus on time-based, usage-based, or condition-based triggers, depending on the asset characteristic
Regular monitoring and program adjustments ensure continued effectiveness and cost savings
Choosing the right preventive maintenance program can make the difference between costly equipment failures and a productive operation.
Businesses often struggle with equipment breakdowns, unexpected repair costs, and production delays that could be prevented with the right maintenance approach.
So what is the solution?
The key to selecting the right preventive maintenance program lies in matching the program type to specific equipment needs, operational goals, and any available resources.
Developing and building the right program for your facility depends on understanding the preventive maintenance process.
For those companies that implement an effective preventive maintenance program, they can generally see reduced downtime, lower costs, and extended asset life. The right program transforms reactive maintenance into a proactive strategy that protects both equipment and budgets.
Understanding Preventive Maintenance Programs
What is part of a preventive maintenance program? Let's first start with a definition.
Definition and Core Concepts
Preventive maintenance is the ideal solution for keeping assets in good working order.
PM programs often involve scheduling maintenance tasks, such as inspecting equipment for potential issues before they become significant problems.
Source: WorkTrek
In addition, it can include policies, procedures, and tools to regularly maintain company assets. A typical program includes tasks like cleaning, lubricating moving parts, and replacing components before they fail.
Key elements of preventive maintenance include:
Asset inventory and prioritization
Scheduled maintenance activities
Regular inspections and monitoring
Documentation and record-keeping
PM contrasts sharply with reactive maintenance. In reactive maintenance, equipment is only fixed or maintained after it breaks.
Understanding Your Maintenance Strategy Options
Before you can choose the right maintenance strategy, you need to understand what's available. Each approach has distinct advantages depending on your equipment, industry, and resources.
Time-Based Preventive Maintenance
Time-based maintenance schedules maintenance tasks at fixed intervals—daily, weekly, monthly, or annually—regardless of equipment condition or usage.
Source: WorkTrek
Best For:
Equipment with predictable wear patterns
Assets subject to regulatory requirements
Operations with consistent usage patterns
Organizations new to preventive maintenance
Advantages:
Simple to implement and manage
Predictable scheduling and budgeting
Ensures compliance with regulations
Easy to track and measure compliance
Limitations:
May perform unnecessary maintenance
Doesn't account for variable usage
Can miss developing issues between intervals
Studies indicate that up to 30% of time-based preventive maintenance is performed too frequently, wasting resources without improving reliability.
Condition-Based Maintenance (CBM)
Condition-based maintenance monitors equipment performance and schedules maintenance based on actual condition rather than time or usage.
Source: WorkTrek
Best For:
Critical equipment with high failure costs
Assets with variable usage patterns
Equipment where condition indicators are easily measured
Operations seeking to optimize maintenance costs
Advantages:
Maintenance only when needed
Reduces unnecessary maintenance by 25-30%
Catches problems before failure
Extends equipment lifespan
Requirements:
Investment in monitoring systems
Technical expertise for data interpretation
Integration with maintenance software
WorkTrek's condition-monitoring features automatically generate work orders when equipment parameters exceed thresholds, ensuring timely intervention.
Usage-Based Maintenance
Usage-based maintenance triggers maintenance tasks based on actual equipment usage—operating hours, cycles, mileage, or production volume.
Best For:
Fleet vehicles
Production equipment with variable schedules
Seasonal equipment
Multi-shift operations
Advantages:
Aligns maintenance with actual wear
Optimizes maintenance intervals
Reduces over-maintenance
Improves cost efficiency
Implementation Needs:
Hour meters or cycle counters
Usage tracking systems
Flexible scheduling capabilities
Reliability-Centered Maintenance (RCM)
Reliability-centered maintenance uses systematic analysis to determine the most cost-effective maintenance strategy for each asset based on failure modes and consequences.
Best For:
Complex industrial equipment
High-value critical assets
Operations with diverse equipment types
Mature maintenance organizations
Benefits:
Optimizes maintenance resources
Reduces maintenance costs by 25-40%
Improves equipment reliability
Minimizes safety risks
Challenges:
Requires extensive analysis
Higher initial implementation cost
Needs skilled personnel
Time-intensive setup
Predictive Maintenance Integration
While technically a separate strategy, predictive maintenance often complements preventive programs by using advanced analytics to forecast failures.
Enhancement Benefits:
8-12% additional cost savings beyond preventive maintenance
30-50% reduction in machine downtime
20-40% extension in equipment life
70-75% elimination of breakdowns
Selecting the Right Preventive Maintenance Program
A strong preventive maintenance program requires three core components that work together. These elements create the foundation for reducing equipment downtime and extending asset life through organized planning and execution.
Asset Inventory and Maintenance History
An accurate asset inventory forms the backbone of any effective PM program. Teams must document every piece of equipment with key details, including manufacturer, model number, installation date, and current location within the facility.
Source: WorkTrek
Asset inventory systems should capture each item's warranty status and maintenance history. This data helps maintenance managers make informed decisions about repair versus replacement costs.
Essential inventory details include:
Asset name and equipment type
Serial numbers and specifications
Purchase or installation dates
Current condition assessments
Attached manuals and documentation
Maintenance history tracking reveals failure patterns and helps predict future issues. Teams can identify which components fail most often and adjust their maintenance schedule accordingly.
Digital systems work better than spreadsheets for managing large inventories. They allow quick searches and updates across multiple locations.
Defining Maintenance Tasks and Schedules
Clear maintenance tasks and schedules prevent equipment failures before they happen. Each task must specify exactly what work needs to be done and when it should occur.
Maintenance schedules can be time-based, usage-based, or condition-based depending on the equipment type. Time-based tasks happen on fixed intervals like monthly or quarterly. Usage-based maintenance depends on operating hours or production cycles.
Source: WorkTrek
Task definitions should include:
Specific steps to complete the work
Required tools and replacement parts
Estimated time for completion
Safety procedures and lockout requirements
Maintenance managers must balance manufacturer recommendations with actual equipment performance data. OEM guidelines provide starting points, but real-world usage patterns often require schedule adjustments.
Coordination with production schedules ensures maintenance occurs during planned downtime. This approach minimizes disruption to daily operations.
Preventive Maintenance Checklists and Work Orders
Standardized checklists create consistent work quality across different technicians and locations. Each preventive maintenance checklist should break complex tasks into simple, actionable steps.
Source: WorkTrek
Work orders track task completion and capture important details about the maintenance performed. They create a paper trail that helps with warranty claims and regulatory compliance.
Effective checklists contain:
Step-by-step procedures in logical order
Inspection points with specific criteria
Documentation requirements for findings
Sign-off spaces for quality control
Digital work orders allow real-time updates and photo attachments from mobile devices. Technicians can access procedures, report issues, and request additional parts without returning to the office.
Source: WorkTrek
Preventive maintenance programs that use digital checklists report higher completion rates and better data accuracy. The system automatically generates new work orders based on the maintenance schedule and sends notifications when tasks become overdue.
How to Select the Right Preventive Maintenance Program
Selecting an effective preventive maintenance program requires analyzing organizational needs, equipment priorities, and available resources. The decision impacts maintenance costs, equipment reliability, and operational efficiency across all facility operations.
Assess Organizational Goals and Constraints
Start by evaluating budgets, staffing levels, and operational priorities before implementing any maintenance program.
Building the right program for your facility depends on understanding what resources are available for maintenance planning.
Budget constraints can directly influence the complexity of maintenance schedules that facilities can support. Simple time-based programs require fewer resources than advanced condition-based maintenance systems.
Staffing capabilities determine whether organizations can handle internal maintenance or need external service providers. Smaller teams may benefit from streamlined pm schedules rather than complex monitoring systems.
Key organizational factors include:
Available maintenance budget
Size of the maintenance team
Technical expertise of staff
Regulatory compliance requirements
Acceptable downtime levels
Companies should also consider their growth plans and whether the maintenance program can scale with expanding operations. A preventive maintenance program that works for current needs may become inadequate as facilities grow.
Evaluating Maintenance Needs by Equipment Criticality
The level of equipment criticality determines how much attention and resources each asset should receive in maintenance scheduling. Critical equipment that stops production requires more frequent maintenance than support systems.
Organizations should classify assets into three main categories.
Critical equipment includes production machinery, safety systems, and assets that cause significant downtime when they fail.
Important equipment supports operations but has backup systems or longer acceptable downtime windows.
Non-critical equipment includes office systems and assets that don't impact core operations.
Source: WorkTrek
Reliability-centered maintenance can help identify the most effective maintenance strategy that is based on equipment criticality and failure consequences. This approach ensures resources focus on assets that matter most to operations.
Regular maintenance for critical equipment often requires multiple approaches. Facilities might use condition-based maintenance for monitoring, plus scheduled inspections for comprehensive coverage.
Deciding Between Time-Based, Usage-Based, and Condition-Based Approaches
Time-based maintenance works best for equipment with predictable wear patterns and manufacturer recommendations.
This approach schedules regular maintenance based on calendar intervals, regardless of actual equipment usage.
Usage-based maintenance aligns maintenance schedules with actual equipment operation hours, cycles, or mileage. This method suits assets with variable usage patterns, such as vehicles or production equipment.
Condition-based maintenance uses sensors and monitoring to track equipment health in real-time. This advanced approach reduces unnecessary maintenance while catching problems before they cause failures.
Time-based maintenance benefits:
Simple to implement and manage
Works well for regulatory compliance
Requires minimal technology investment
Usage-based maintenance advantages:
Aligns with actual wear patterns
Reduces over-maintenance of lightly used equipment
Better resource utilization
Condition-based maintenance strengths:
Prevents unexpected failures
Optimizes maintenance timing
Reduces total maintenance costs
Source: WorkTrek
Successful maintenance programs follow a hybrid approach.
For example, critical equipment might use condition-based maintenance while support systems rely on time-based schedules.
Your Preventive maintenance strategy should align with equipment characteristics and operational needs rather than using a single approach for everything.
Implementation Steps for Your Preventive Maintenance Program
To ensure a successful implementation, you first need to define clear role definitions, properly integrate technology, and provide comprehensive staff training.
These three foundational elements ensure smooth workflow execution and long-term program success.
Assigning Roles and Responsibilities
A clear role definition prevents maintenance tasks from falling through the cracks. Organizations should designate who will handle scheduling, execution, and oversight of preventive maintenance activities.
Typically, maintenance managers oversee program strategy and resource allocation. Their job is to coordinate schedules, track performance metrics, and ensure compliance with maintenance workflows.
Source: WorkTrek
These managers also handle budget decisions and vendor relationships.
Technician responsibilities include:
Executing scheduled maintenance tasks
Recording work completion and findings
Reporting equipment issues or anomalies
Following safety protocols during maintenance
Facility managers often serve as liaisons between maintenance teams and operations. They communicate downtime schedules and ensure maintenance activities align with business needs.
Some organizations designate maintenance coordinators to handle daily scheduling.
These coordinators manage work orders, track inventory, and coordinate between different maintenance teams. Their goal is to ensure that effective preventive maintenance programs run smoothly.
Leveraging Maintenance Software and CMMS
CMMS platforms like WorkTrek streamline maintenance management by automating schedules and tracking asset performance. The right CMMS makes or breaks preventive maintenance implementation success.
With modern maintenance software, you can automatically generate work orders based on time intervals or usage metrics.
This automation ensures technicians receive timely notifications for upcoming maintenance tasks, eliminating the need for manual scheduling.
Key CMMS features include:
Asset tracking and history management
Automated work order generation
Inventory management integration
Performance reporting and analytics
CMMS centralizes maintenance data, allowing managers to track costs, completion rates, and equipment performance trends. This data helps optimize maintenance schedules and identify problematic assets.
Mobile CMMS applications enable technicians to access work orders, update task status, and record findings from anywhere. This real-time connectivity improves communication and reduces paperwork delays.
Training Technicians and Staff
With proper training, maintenance teams can perform preventive maintenance tasks safely and effectively. Training programs must cover equipment-specific procedures, safety protocols, and software usage.
Illustration: WorkTrek / Data: Interviewer.AI
Technical training should focus on equipment maintenance procedures, troubleshooting techniques, and proper tool usage. Technicians need hands-on experience with each asset type they will maintain.
Safety training covers lockout/tagout procedures, personal protective equipment requirements, and hazard identification. This training prevents workplace injuries during maintenance activities.
Training components include:
Equipment-specific maintenance procedures
CMMS software navigation and data entry
Safety protocols and emergency procedures
Quality standards and documentation requirements
Software training teaches technicians how to access work orders, record completion data, and update asset conditions in the CMMS. This ensures accurate data collection and proper execution of the maintenance workflow.
Monitoring, Optimization, and Continuous Improvement
Successful preventive maintenance programs require ongoing tracking of performance metrics and regular adjustments based on data analysis. Organizations must establish measurement systems and foster improvement mindsets to reduce operational costs and maximize equipment reliability.
Tracking Key Performance Indicators
Organizations need specific metrics to assess the effectiveness of their preventive maintenance programs. The most critical KPIs include equipment downtime, mean time between failures, and maintenance costs.
Essential Maintenance KPIs:
Equipment downtime during unplanned maintenance
Mean time between equipment failures (MTBF)
Preventive maintenance compliance rates
Maintenance cost per asset
Overall equipment effectiveness (OEE)
Teams should track PM labor hours versus emergency maintenance hours. This ratio shows whether preventive efforts are reducing reactive work.
Monitoring key performance indicators helps identify areas that need improvement in maintenance strategies. Companies can spot patterns in equipment failures and adjust their approach accordingly.
Monthly KPI reports should compare current performance to baseline measurements. This data reveals whether the maintenance program is meeting its goals.
Analyzing Data to Refine the Maintenance Process
Data analysis transforms raw maintenance information into actionable insights. Teams must review equipment history for the past 30, 60, and 180 days to identify trends.
Key Analysis Areas:
Root causes of critical equipment breakdowns
PM frequency, accuracy and effectiveness
Rework patterns and recurring issues
Maintenance procedure effectiveness
The maintenance process improves when teams examine PM compliance rates against equipment performance. Low compliance often correlates with higher failure rates and increased operational costs.
Organizations should regularly review their current maintenance procedures. Some may need complete rewrites, while others require frequency adjustments based on actual equipment performance.
Encourage a Culture of Continuous Improvement
Effective maintenance teams need structured processes for ongoing improvement. Cross-functional teams —including operators, technicians, and engineers —should collaborate on optimization efforts.
Team Roles for Continuous Improvement:
Operators: Provide daily equipment observations
Maintenance technicians: Share hands-on repair insights
Engineers: Analyze technical data and trends
Planners: Coordinate improvement implementations
Teams should establish clear expectations and measurable goals for improvement initiatives. Regular progress reviews keep everyone focused on results.
Continuous improvement in maintenance operations requires less reactive firefighting and more proactive planning. This approach ultimately leads to lower maintenance costs and improved safety.
Organizations should share improvement results with the entire team.
Common Challenges and How to Overcome Them
Companies face three major hurdles when implementing preventive maintenance programs: employee resistance to new processes, limited budgets for technology and training, and overwhelming amounts of maintenance data that don't lead to clear action steps.
Overcoming Resistance to Change
Resistance to change remains one of the most significant barriers to the success of preventive maintenance programs. Employees often prefer reactive maintenance because it feels familiar and easy to perform.
So, how to overcome the resistance?
Show concrete benefits to maintenance teams. Present data on how preventive maintenance reduces equipment downtime by 30-50% compared to reactive approaches. Highlight reduced emergency repair calls and less stressful working conditions.
Start with willing participants. Identify maintenance staff who embrace new methods and use them as program champions. Their positive experiences will influence skeptical colleagues.
Provide hands-on training rather than just theory. Let technicians practice new procedures on non-critical equipment first. This builds confidence and competence before moving to essential machinery.
Create clear accountability measures. Use maintenance workflow tracking to show individual and team performance improvements.
Don't forget to track technician compliance with automated work-order systems that reduce manual tracking errors.
Address workload concerns directly. Many technicians worry that preventive maintenance adds to their existing duties. Show how planned maintenance actually reduces emergency calls and overtime hours.
Managing Budget and Resource Limitations
Budget constraints force many organizations to delay preventive maintenance programs. Innovative implementation strategies can overcome these financial barriers.
Start small with critical equipment. Focus on high-impact assets first rather than attempting company-wide implementation. Target machines that cause the most equipment downtime when they fail.
Demonstrate return on investment quickly. Track maintenance costs before and after program implementation. Most companies see 15-25% reduction in maintenance expenses within the first year.
Use existing resources creatively. Train current staff instead of hiring specialists. Many maintenance technicians can learn preventive procedures with proper guidance.
Prioritize based on failure impact. Create a simple scoring system:
Source: WorkTrek
Phase implementation over 12-18 months. This spreads costs while building momentum through early successes.
Avoiding Data Overload and Ensuring Actionability
Modern CMMS systems generate massive amounts of data. Without proper structure, this information becomes overwhelming rather than helpful.
Focus on key performance indicators that drive decisions. Track equipment failures, mean time between failures, and planned maintenance completion rates. Avoid collecting data that doesn't lead to specific actions.
Set up automated alerts for critical thresholds. Program systems to notify managers when equipment approaches failure points or maintenance tasks fall behind schedule.
Create simple dashboards for different audiences. Technicians need detailed work instructions while managers need summary reports. Customize data presentation based on user needs.
Establish regular review cycles. Schedule weekly equipment performance reviews and monthly program assessments. This prevents data from accumulating without analysis.
Use predictive analytics selectively. Start with condition-based monitoring on the most critical equipment before expanding to comprehensive predictive maintenance programs.
Train staff to interpret data correctly. Many maintenance teams struggle to translate reports into actionable improvements to the maintenance workflow. Provide specific examples of how data should influence scheduling and resource allocation decisions.
Conclusion
The difference between organizations that thrive and those that struggle often comes down to the selection of a maintenance strategy. The right preventive maintenance program can:
Reduce equipment failures by 70-75%
Extend equipment lifespan by 20-40%
Cut maintenance costs by 25-40%
Yet many organizations continue using ineffective strategies simply because "that's how we've always done it."
Don't let tradition or inertia dictate your maintenance future. The data, tools, and knowledge exist to choose and implement the perfect preventive maintenance program for your needs.
Start with an honest assessment. Match strategies to equipment characteristics. Invest in appropriate technology like WorkTrek's comprehensive CMMS platform.
Monitor results relentlessly. Adjust based on data.
Your equipment is waiting. Your budget is ready. Your competitive advantage depends on it.
Operations & Maintenance
What Is a Maintenance Backlog?
Key Takeaways:
A healthy backlog is essential for maximizing maintenance labor productivity, but it requires active management.
Reactive maintenance rapidly inflates the maintenance backlog.
27 days of downtime per year are due to planned or unplanned maintenance activities.
The cost of an hour of unplanned downtime has doubled in the last five years.
Is your team constantly pulled from planned maintenance to deal with urgent breakdowns?
This struggle is often a symptom of a growing and disorganized maintenance backlog.
While backlogs are unavoidable and often a necessary part of the job, leaving pending work unmanaged can directly jeopardize operations.
In this article, we’ll break down what a maintenance backlog is, why it grows, and some of the risks it poses if left unchecked.
What Is a Maintenance Backlog?
Let's start by defining exactly what a maintenance backlog is.
Like any other backlog, a maintenance backlog is simply a list of all outstanding maintenance tasks.
It includes all necessary repair, preventive, and predictive work that has been identified but not yet completed.
Essentially, this is work you know about, but your team hasn't started or perhaps hasn't even scheduled it yet.
To visualize how these tasks can be organized, take a look at the example below.
Source: WorkTrek
Of course, the specific way a backlog is tracked can vary.
Some teams use simple spreadsheets like the one shown above, while others rely on modern computerized maintenance management systems (CMMS).
Regardless of the tool, the basics are the same.
A backlog is typically calculated in man-hours, the total estimated labor hours required to complete all listed tasks.
However, keep in mind that having a backlog is not automatically a bad thing.
A healthy, well-managed backlog is actually a useful tool, as it helps you prioritize important jobs and plan your team's workload effectively.
But major issues can arise when this backlog becomes too large and grows uncontrollably.
What Causes Maintenance Backlogs?
Now, it's time to dig into why maintenance backlogs tend to grow.
There are several common culprits, often working together to create an ever-increasing list of tasks.
Lack of Resources
Balancing the resources available for maintenance work is the biggest factor contributing to a growing backlog.
When a facility operates with limited staffing, it becomes difficult to address maintenance tasks as they arise.
This inevitably causes work to pile up, ultimately adding to the backlog.
Furthermore, a lack of physical resources, such as essential spare parts, or long delivery times for specialized components, can also stall planned work.
This forces teams to delay repairs even when labor is available.
Owe Forsberg, VP of consulting services at IDCON, a company specializing in reliability and maintenance consulting, emphasizes the challenge of effectively managing this aspect.
Illustration: WorkTrek / Quote: IDCON
He elaborates that maintenance teams need to plan long-term resource demands meticulously.
This includes accurate time estimates for tasks, realistic staffing estimates, and proper scheduling.
Calculating and planning are key here, even with simple metrics like crew weeks, i.e., the total available labor hours for maintenance in a given week.
For instance, a team of 10 workers, each working 40 hours a week, has 400 available hours, which equals one crew week of capacity.
Source: WorkTrek
In general, it's recommended to maintain a backlog of about 2-4 crew weeks.
If your backlog consistently exceeds this range, it's usually a clear indicator that resources are insufficient or poorly utilized, leading to an expanding list of overdue work.
Ultimately, addressing this can mean re-evaluating staffing, improving planning, or securing additional budget, but it’s essential for reducing backlogs.
Overly Reactive Approach to Maintenance
A persistent lack of resources, combined with poor planning, often forces maintenance teams to adopt an overly reactive approach.
This means less preventive work gets done, leaving teams constantly responding to failures as they happen.
This is commonly referred to as run-to-failure maintenance, in which equipment is used until it fails, and maintenance is performed only then.
The ideal, however, is to shift towards greater proactivity and less reactivity.
According to reliability expert Ricky Smith, the goal should be zero-backlog maintenance, where more than 80% of maintenance work is proactive.
He explains that the main focus should always be on preventing issues before they occur.
Illustration: WorkTrek / Quote: PlantServices
He goes on to explain that a proactive approach includes a mix of preventive, detective, and predictive technologies to spot problems before they become critical failures.
A major part of being proactive is basing maintenance work on actual equipment conditions, often using automated reminders facilitated by a software solution.
For instance, modern CMMS solutions like WorkTrek are designed specifically for this purpose.
Source: WorkTrek
Beyond its powerful functionalities for tracking and managing your maintenance backlog, you can set up automations and notifications to streamline your work.
These can be triggers that activate after a piece of equipment has run for a set number of hours, or for specific meter readings.
Source: WorkTrek
When a piece of equipment triggers its preset threshold, the system can automatically generate a work order and add it to the schedule.
This proactive approach saves significant resources by eliminating the need for constant manual checking.
Most importantly, it provides consistency and ensures critical maintenance is done before a failure occurs, directly preventing the emergency breakdowns that build up your backlog.
Aging Equipment
The causes of maintenance backlogs extend beyond just poor planning or reactive practices.The physical equipment itself often plays a major role, especially when you are dealing with aging machinery that naturally depreciates over time.
Different types of equipment have different operational lifespans.
Source: WorkTrek
While many machines can last for years or even decades, ensuring they remain at peak performance will require increasing maintenance as they age.
This is simply because components wear out, efficiency drops, and older designs may be less reliable or tolerant to stress.
And, as senior engineer Kevin Severin explains, simply finding replacement parts for older equipment can become a significant challenge.
Illustration: WorkTrek / Quote: Control Engineering
He explains that this may be because the original manufacturer no longer exists, has stopped producing the specific parts, or the old components no longer meet new regulatory standards.
All of this contributes directly to backlog growth by slowing down repairs and extending downtime.
Ultimately, older equipment creates more work, more delays, and more complexity, making backlog growth almost inevitable without a plan in place.
While some of this increase in maintenance is inevitable, it can be mitigated through more proactive, strategic maintenance management.
Only by staying ahead of wear-and-tear can teams keep aging assets from overwhelming maintenance schedules and fueling the backlog.
Consequences of Unmanaged Backlogs
Now that we've seen why a backlog can grow, it's critical to understand the consequences.
Think of an unmanaged backlog as a list of active operational risks.
When this list gets too long, it can lead to serious problems, starting with the most visible one: downtime.
Increased Downtime
With a large maintenance backlog, teams usually focus on the most urgent, high-priority tasks first.
This means less-critical repairs and preventive maintenance tasks get delayed.
While this prioritization makes sense in the short term, the problem is that as the backlog persists, non-critical tasks start to accumulate.
Each delayed task increases the risk of an unexpected equipment breakdown.
If we look at data from Plant Engineering, 15% of all unplanned downtime is caused by a lack of time to perform maintenance.
Illustration: WorkTrek / Data: Plant Engineering
Plus, the single biggest cause of unplanned downtime, aging equipment, is also directly linked to this.
As we discussed earlier, older machines require more maintenance, and when that work is neglected, they fail more often.
These downtime occurrences are extremely costly.
They disrupt your operations, stalling production, wasting raw materials, and leaving labor idle.
To make matters worse, even planned maintenance can cause downtime.
Watco’s research shows that facilities can lose an average of 27 days per year to downtime due to maintenance activities alone.
Illustration: WorkTrek / Data: Watco
When backlogs are unmanaged, maintenance becomes more reactive and chaotic, further increasing total downtime.
Ultimately, emergency downtime forces teams to focus all their resources on the immediate breakage, pushing all other planned tasks and preventive maintenance right back onto the backlog.
It becomes an infinite loop: the backlog causes downtime, and the downtime makes the backlog grow.
More Safety Risks
When maintenance backlogs are poorly managed, equipment can quickly become unsafe.
If essential preventive maintenance is constantly pushed back due to an overwhelming backlog, you are compromising the safety of your maintenance crews and equipment operators.
Why?
Because minor faults, leaks, or structural weaknesses that would have been found and fixed during a routine inspection go unnoticed and worsen until they turn into a serious safety hazard.
Plus, certain situations can arise that pose serious risks to the environment and surrounding communities.
For example, neglected equipment that fails can cause serious environmental damage.
In one such case, unmaintained equipment failed, which resulted in significant water pollution near a Ballarat wastewater plant in Australia.
Source: Facebook
Along with the environmental danger, the resulting fines can be costly.
In this specific case, a utility company in Ballarat faced fines of over $280,000.
Because of scenarios like this, managing your backlog should be a primary safety and compliance concern, and not just an operational one.
Higher Costs
An unmanaged maintenance backlog is a guarantee of significantly higher operational costs.
Simply put, increased and unplanned downtime caused by neglected tasks translates directly into massive financial losses.
In fact, according to a 2024 Siemens study, the cost of a single hour of unplanned downtime has doubled over the last five years, with the average cost surpassing $800,000.
Source: Siemens
Despite these crippling costs, another survey by ABB reports that 21% of organizations still primarily rely on run-to-failure maintenance.
This means they only fix equipment when serious failures occur, resulting in the greatest damage and the most expensive, disruptive repairs.
So, what can you do to avoid all this?
Erik Hupjé, founder and director of Reliability Academy, explains that certain practices can be implemented to mitigate costs and organize your backlog efficiently.
Interestingly, he argues that you actually want a managed backlog to exist to reduce costs:
"In most industrial plants, you can’t afford to have maintenance crews sitting around waiting for work to come through."
The point here is clear: maintenance labor is a significant, high-value expense, and having a controlled backlog of planned work is the most efficient way to utilize your crews.
It ensures that, as soon as one job is finished, the next one is ready to go, thus maximizing work time and productivity.
Without this buffer of planned work, technicians would be idle, waiting for the next emergency or for new work orders to be created and scheduled.
So, the choice isn't between having a maintenance backlog or not.
It’s between having a chaotic, expensive one and a controlled, cost-saving one.
Conclusion
We've now explored the core concept of a maintenance backlog, digging into what drives its accumulation and the operational and safety risks of letting it spiral out of control.
We hope that you now grasp the seriousness of unaddressed maintenance and recognize its signs.
Use this knowledge to get your team to start prioritizing and tackling those tasks today, and move from reactive emergency work to proactive, planned asset maintenance.
Operations & Maintenance
How CMMS Facilitates Maintenance Training
Key Takeaways:
Scheduling is considered the single biggest barrier to workplace training.
Heavy equipment and industrial manufacturing lose £60B annually due to downtime.
Employees want to quit their work when they lack the skills to do the job effectively.
When most people think of a CMMS, they picture maintenance scheduling, inventory and asset management, and reporting on maintenance performance.
And they’re right, that’s what it’s best known for.
But here’s something you might not realize: your CMMS can also be a powerful tool for training your technicians.
It’s not a benefit that gets talked about often, but it should be.
A CMMS can make the entire process faster, more effective, and a whole lot less error-prone.
So how exactly does it work?
Keep reading to find out. We’ll break down five ways a CMMS can level up your maintenance training and show you how to put it to work in this often-overlooked role.
Enables Efficient Training Scheduling
A CMMS gives you real-time visibility into work schedules, technician assignments, and equipment availability, making it easier to slot training sessions at optimal times:
Source: WorkTrek
With built-in calendar features, you can quickly identify planned downtime windows for training, while also reviewing priority levels to ensure sessions don’t interfere with urgent tasks.
That’s extremely valuable, as nowadays, finding the right time for training seems harder than the training itself.
The 2021 Intertek Alchemy survey backs this up, revealing that scheduling is considered the single biggest barrier to workplace training.
Illustration: WorkTrek / Data: Intertek Alchemy
This is especially true in industrial environments, where productivity targets and training hours feel like they’re constantly at war.
In these sectors, many companies still operate under the belief that every minute on the clock should be spent on the line.
After all, downtime is expensive.
For instance, IDS-INDATA projects that in 2025, downtime losses could reach £60 billion in heavy equipment and industrial manufacturing and £12 billion in the automotive sector.
Illustration: WorkTrek / Data: IDS-INDATA
It’s no surprise, then, that companies hesitate to pause operations for training.
However, here’s the paradox: skipping training only makes downtime more likely.
Without well-trained teams, you risk more frequent breakdowns, slower responses, and mounting costs from unplanned outages.
That’s why CMMS tools make such a difference.
By providing full visibility into your operations, they allow you to balance training with the assets’ maintenance needs, ultimately preventing delays, skipped sessions, and conflicts with critical work.
As a result, you can finally have both: a workforce that’s properly trained and a facility that keeps running at peak performance.
Serves as a Centralized Knowledge Base
A CMMS serves as a centralized digital hub for all maintenance-related information.
This can include equipment manuals, SOPs, safety guidelines, troubleshooting guides, and even multimedia resources such as videos or annotated photos.
So, instead of technicians having to search through binders or emails, everything becomes organized, searchable, and instantly accessible on desktop or mobile devices.
This matters because technicians learn faster, gain confidence, and perform better when they can quickly find the information they need.
Yes, this boosts overall efficiency, but it also keeps your team engaged and supported.
In fact, according to the 2025 Axonify survey, when employees lack the skills or resources to do their jobs effectively, they often feel overwhelmed, embarrassed, or even consider quitting.
Illustration: WorkTrek / Data: Axonify
In other words, failure to provide essential data can directly affect your employee retention rates.
Luckily, with a CMMS, employees get the knowledge they need in seconds, whether they are in the office or in the field.
Take our own solution, WorkTrek, as an example.
With our tool, you can access complete asset data, including location, warranty details, maintenance history, and more, all within one platform available across desktop, tablet, and mobile devices.
Source: WorkTrek
You can also integrate hazard and risk information, required PPE, and lockout/tagout procedures for each asset to ensure safety and compliance.
Additionally, customizable forms and checklists can be attached to preventive maintenance, work orders, or logs.
That way, trainees can access consistent, up-to-date instructions anytime, which reinforces learning and builds independence.
Why waste time with scattered, disorganized training materials when you can make everything centralized and accessible, whenever and wherever it’s needed?
With a CMMS like WorkTrek, your people can finally spend less time searching for information and more time putting that information to work.
Enables Learning from Past Successes and Failures
A CMMS doesn’t just display current data. It also preserves valuable historical information.
Source: WorkTrek
It maintains detailed records for each asset, including when issues occurred, what caused them, how they were resolved, and which solutions proved most effective.
Such historical data forms a rich library of real-world case studies that trainers can use to highlight both best practices and mistakes to avoid.
A KPMG study has shown that trainees prefer a blend of learning approaches, from virtual workshops and hands-on learning to digital resources.
Illustration: WorkTrek / Data: KPMG
Historical maintenance data fits into this by allowing trainees to see the real-world impact of good and poor maintenance practices.
It teaches them not only the “how,” but also the “why” behind procedures, but without any of the risks of real-world errors.
Ultimately, by reviewing past decisions and their outcomes, trainees can better understand the consequences of their own actions.
Without this insight, they might repeat mistakes, miss warning signs, or underestimate the importance of preventive measures.
As Sarah Ischer, Senior Director, Expertise at What Works Institute, a research-to-practice think tank and learning community for environmental, health, safety & sustainability, points out:
Illustration: WorkTrek / Quote: ISM
Although she’s speaking about safety training here, the same principle applies to maintenance.
Workers need to understand the real consequences of poor practices for the lessons to resonate truly.
Since it isn’t always feasible to let mistakes play out in real life, historical data becomes a powerful training tool, helping teams learn from the past and become more engaged.
Streamlines Communication Between Trainers and Trainees
A CMMS provides built-in communication tools that enable trainers and trainees to interact directly within the system.
Trainers can leave comments on work orders (shown below), provide step-by-step guidance, attach instructional materials, and send reminders about upcoming tasks or deadlines.
Source: WorkTrek
Many CMMS platforms also support mobile notifications and messaging, ensuring feedback and updates reach trainees in real time, no matter where they are.
This significantly improves communication between trainers and trainees, and some recent studies even back this up.
Illustration: WorkTrek / Data: UpKeep
This is extremely important because clear communication is the foundation of effective skill development.
Without it, trainees may misunderstand instructions, make errors, or hesitate to ask questions.
Traditional methods, such as paper notes or verbal instructions, can be inconsistent and easily lost, but a CMMS centralizes guidance, documents it, and makes it accessible when it’s needed.
This fosters an environment that accelerates skill acquisition, improves retention, and builds confidence in new technicians.
The 2024 Grammarly survey supports this, showing that the majority of business leaders observed increased employee productivity and confidence due to effective communication.
Illustration: WorkTrek / Data: Grammarly
With a CMMS, communication becomes more effective than ever.
Trainees receive prompt feedback, are able to clarify any doubts right away, and their learning process becomes much smoother and more streamlined.
Helps Monitor Training Outcomes
Simply providing training to your team isn’t enough.
To build a strong maintenance culture, you need to continuously monitor, analyze, and refine your training efforts.
A CMMS makes this possible with powerful reporting capabilities that track technician performance over time across multiple metrics, such as:
Task Completion AccuracyThe percentage of maintenance tasks or work orders completed correctly without errorsTime to CompetencyHow long does it take a trainee to reach a predefined level of skill or independenceWork Order Rework or Repeat MaintenanceThe number or percentage of work orders that must be redone due to errorsEquipment Downtime Post-TrainingReduction in downtime caused by human error or improper maintenanceMaintenance Response TimeHow quickly a trained technician responds to and resolves a maintenance issue
Armed with this objective and detailed data, you can compare performance against benchmarks or senior technicians’ standards and determine whether new skills are being applied effectively.
This reveals the areas where your training program needs improvement, allowing you to provide personalized feedback and adjust the training plan dynamically.
Relying solely on observation or manual reporting makes this nearly impossible.
A CMMS and its analytics capabilities, however, ensure training is measurable, consistent, and directly aligned with actual performance needs.
The 2023 Databox survey supports this, showing that the majority of companies report improved performance through monitoring and reporting.
Specifically, they highlighted benefits such as increased effectiveness, easier trend identification, and even improved financial outcomes.
Illustration: WorkTrek / Data: Databox
The lesson is quite clear: to improve anything, you must track it over time.
Maintenance training is no different.
By monitoring trainees’ progress with accurate, up-to-date data, you can see what works, what doesn’t, and take action to enhance your program.
After all, what good is training if it doesn’t deliver the results you need?
Conclusion
Your CMMS is more than just a tool for maintaining assets.
When used to its fullest potential, it empowers your people, giving them everything they need to work efficiently, safely, and with confidence.
That’s a real game-changer.
With a well-trained maintenance team, your entire operation becomes stronger and more resilient, especially if downtime is typically a big issue for you.
Operations & Maintenance
The Full Guide to Maintenance Training
Key Takeaways:
Despite acknowledging the risk of knowledge loss, only 22% of organizations have formal processes for documenting maintenance training.
Using a CMMS helps turn maintenance documentation into a living knowledge base.
Investing in staff training reduces reliance on costly outsourced repairs.
More often than not, facility maintenance comes with a lot of unavoidable costs: from machinery repairs to staffing needs and equipment upgrades.
The last thing that maintenance managers want to add to that list is training.
But training is not just another line item that you can skip or postpone, especially in regulation-heavy industries.
It’s essential for keeping your operations running smoothly, minimizing downtime, and ensuring the safety of your people and equipment.
In this guide, we’re sharing what your maintenance training program should include, what benefits it brings, and what types of training you should consider.
What Should a Maintenance Training Program Include?
The exact definition of a good maintenance training program will vary across industries, organizations, and even specific technical roles.
For instance, maintenance training in a chemical plant should extensively cover the handling and storage of hazardous waste.
The same wouldn’t be considered highly relevant for commercial property maintenance.
However, certain key topics should be covered in every training program:
Source: WorkTrek
Identifying these key topics and training your maintenance staff on them is the first (and the biggest) step.
But even the most thorough, well-planned training won’t mean much if your maintenance processes aren’t systematically documented and easily repeatable.
Let’s explore that in more detail.
How to Document Maintenance Training Activities?
The goal of training is not just to transfer knowledge, but also to ensure that it can be applied consistently by all maintenance staff, regardless of their experience level.
Yet, many organizations are struggling with the concept of documenting training activities.
In the UK, for instance, industrial organizations lose an average of £240,000 in productivity per retiring maintenance specialist solely due to undocumented knowledge.
Although the majority of them think that knowledge loss is a business risk, only 22% follow organized knowledge documentation processes.
Illustration: WorkTrek / Data: Mainstream
To make matters worse, manually documenting proper maintenance procedures is still all too common.
Yes, using spreadsheets and paper logs might seem easier and more affordable at first glance.
But they’re not going to ensure the data's accuracy, consistency, and accessibility, which are essential for knowledge transfer.
Joel Tesdall, President of MAPCON Technologies Inc., agrees:
“If you don't have software to do that, you're doing everything on paper. That might work out to start with, but it's not going to make you very efficient.”
That is why he suggests using software tools, such as CMMS, to support the documentation process.
Take our own solution, WorkTrek, as an example.
WorkTrek provides a central platform to organize, schedule, and track all maintenance-related activities.
It allows maintenance managers to assign tasks, monitor completion rates, and ensure employees have the skills needed for specific equipment or procedures.
Source: WorkTrek
But CMMS doesn’t just improve operational efficiency. It also serves as a knowledge base.
Every task, procedure, and workflow that you enter into WorkTrek can later be referenced for training purposes.
In other words, new hires can get insight into your facility’s procedures through real-life examples.
Source: WorkTrek
In short, ensuring that all procedures are documented creates the foundation for efficient and safe maintenance operations at your facility.
Benefits of Maintenance Training
Now that we’ve covered what maintenance training should focus on, you might be wondering, “How do we convince the decision-makers that it’s worth the money?”
That can be a challenge, as training is often viewed as a budget drain rather than a core strategic investment.
With that in mind, let’s explore some of the biggest benefits of maintenance training.
Increased Maintenance Staff Retention
Maintenance training is meant to equip your staff with the technical skills they need to perform their jobs well.
But its impact extends beyond just technical competence.
Knowing which tools to use, how different systems work, and which procedures to follow, because someone took the time to educate them, instills a sense of confidence in your staff.
And when they feel capable, they also experience higher job satisfaction.
According to the 2025 State of Industrial Maintenance Report, skilled labor shortage is one of the top challenges facing maintenance leaders.
Illustration: WorkTrek / Data: MaintainX
With labor shortage being such a serious problem, ensuring that your staff feel happy and supported is critical for retaining them.
Training plays a huge role in achieving that, and it makes sense why that is the case.
Mastering the skills maintenance technicians need for day-to-day operations is bound to reduce frustration, and continuous learning helps keep the job engaging.
But most of all, knowing that the organization invests in their growth fosters loyalty among employees.
Pablo Paz, national service training manager with over a decade of experience, thinks so, too.
Illustration: WorkTrek / Quote: Multi-Housing News
However, forums like Reddit are teeming with threads in which maintenance technicians admit that formal training is more often an exception, rather than a rule.
Source: Reddit
The “no training needed” approach seems to be the norm, and it contributes to skills gaps and difficulties in retaining staff.
However, if structured maintenance training becomes the new normal, facilities can strengthen not just the expertise of their staff but also their loyalty.
Fewer Safety Incidents
Another important benefit of maintenance training is its impact on fostering safety awareness in your facility.
It emphasizes safe operating procedures and emergency protocols.
Ultimately, this builds a culture of safety where employees are less likely to make mistakes that are not just costly but also dangerous.
According to research conducted by Watco, 26% of facilities managers say that slips, trips, and falls have impacted them.
Illustration: WorkTrek / Data: Watco
The same study estimates that non-fatal workplace injuries cost companies over £500 million each year.
This includes not just injury and insurance payouts, but also hidden costs such as administration, production delays, equipment damage, and even reputational damage.
Despite all this, safety awareness remains a low priority for many.
Why?
Tim Roback, Engineering Manager at Rockwell Automation, offers an explanation.
“Number one, in many cases, people aren't comfortable interpreting and applying the safety standards. Number two, they don't see the opportunity for increased productivity with safety improvements, so it's always an educational process to explain that safety can add value. It's not just a cost.”
Simply put, too much emphasis is placed on productivity and cost savings, while not enough is given to the benefits that safety improvements can offer.
To make matters worse, ignoring safety will only end up costing you more.
Illustration: WorkTrek / Quote: Automate
The solution?
Make safety awareness a core part of your maintenance training.
The sooner you start seeing education on safety procedures as an investment, the sooner you’ll reap the benefits: fewer injuries and incidents, and fewer costs that come with them.
Reduced Downtime
Well-trained staff can detect and address maintenance issues before they escalate into costly breakdowns.
As a result, unplanned downtime is minimized and production schedules remain on track.
Things don’t always run that smoothly, though.
In reality, unexpected equipment breakdowns continue to be the most reported challenge in 2025, with 41% of maintenance teams mentioning them.
This is yet another issue that maintenance training can help overcome.
In fact, according to 27% of maintenance professionals, improving the quality and frequency of training is the most effective way to reduce unplanned downtime incidents.
Illustration: WorkTrek / Data: MaintainX
The other two approaches reported by the respondents—maintenance strategy improvements and replacing old equipment—play a significant role in reducing downtime, too.
However, these might not be as easy to implement.
Overhauling your entire maintenance strategy takes significant planning, time, and financial resources.
Likewise, replacing outdated equipment requires substantial financial investment and carries the risk of production downtime.
In comparison, improving your maintenance training program is much more manageable.
You don’t have to transform everything overnight. Start with the basics, and build momentum from there.
Doing this will help you create a culture of continuous improvement, reduce unnecessary downtime, and save you money in the process.
Lower Repair Costs
You might think that putting money towards the newest machinery and automation solutions is the smartest investment.
After all, they promise increased productivity and seamless performance, so spending on maintenance training may seem unnecessary.
But the reality is that, even with the most advanced equipment, breakdowns and malfunctions are inevitable.
No machine will work perfectly 100% of the time, so having employees who know how to identify early warning signs and perform proper upkeep is priceless.
Otherwise, you’ll be forced to outsource repairs at a premium.
Greg Wortman, Operations Manager at Redimix Companies, says that investing in your own people is undoubtedly the more affordable option.
Illustration: WorkTrek / Quote: MaintainX
As Wortman explains, relying on subcontractors to fix your equipment often doesn’t just result in additional expenses.
It also puts you at risk of repairs being done incorrectly.
This can lead to recurring issues with the equipment, reduced equipment lifespan, and more serious consequences.
The case of the Air Midwest Flight 5481 from 2003 demonstrates just how dangerous maintenance outsourcing can be.
Negligent repairs to the tail section of the plane caused the pilot to lose control, causing him to crash into a hangar at Charlotte-Douglas International Airport and killing 21 people.
Source: NBC News
As it turns out, the airline had outsourced its maintenance checks to a company in West Virginia, which then subcontracted the work to another company.
Tragic stories like this teach an important lesson: when maintenance is outsourced, especially without proper oversight, the risks far outweigh the benefits.
That is why investing in training your in-house maintenance staff is both a smart financial decision and the best way to safeguard your people and equipment.
Types of Maintenance Training Programs
There are various types of maintenance programs, each serving a different purpose depending on your team’s needs and goals.
We’ll explore three key types: skill-based, cross-functional, and industry-specific.
Skill-Level Based
Maintenance training programs are designed based on skill level, considering the worker’s career stage and level of responsibility.
This type of training can further be divided into entry-level, advanced, and management-level training.
Entry-level training focuses on educating your maintenance staff on basic technical skills and safety procedures.
This type of training is supposed to get them comfortable with performing routine maintenance tasks, but it also sets the foundation for further training as they gain more experience.
It may be tempting to dismiss entry-level skills as too simple, but in a labor market that is short on expertise, they provide the stepping stone to career growth.
In other words, once a maintenance technician has these basic skills under their belt, they can be trained up further.
As JD Solomon, Senior Consultant at J.D. Solomon, Inc., explains, that is exactly what many employers are relying on today.
Illustration: WorkTrek / Quote: UpKeep
That is where advanced training comes in.
It teaches maintenance technicians about specialized techniques and diagnostics, and exposes them to more complex systems.
At this stage, they learn to handle troubleshooting, predictive technologies, and preventive maintenance strategies.
This ultimately prepares them to solve higher-level problems and support more efficient operations.
Finally, there’s management training, such as IFMA’s Leadership and Strategy Course.
Source: IFMA
This type of training is geared toward maintenance leaders, supervisors, and managers who are responsible for overseeing teams and budgets.
Its goal is to help managers learn how to balance resources, improve uptime, and align maintenance with business goals.
Cross-Functional
With the aforementioned shortages of skilled labor, cross-functional maintenance training is becoming increasingly popular.
The goal of such training programs is to broaden employees’ skill sets beyond their primary role.
So, if a technician is trained in mechanical repairs, providing them with basic electrical diagnostics training could be beneficial.
That way, they can address a broader range of issues within the facility, meaning that you don’t have to outsource a specialist to solve them.
This type of training is a win for both the technician and your facility:
They get to expand their skillset, and your facility experiences less downtime due to a reduced dependency on outside specialists.
Woody Rogers, Maintenance Supervisor at the facilities services company Cintas, understands this well.
That is why they found a creative solution for cross-training their staff: training videos.
Illustration: WorkTrek / Quote: MaintainX
Training videos are a great way to share knowledge and cross-train.
They show technicians exactly how to perform a task, instead of just telling them, which makes it easier to understand and retain the process.
But there’s more to it: they’re also more accessible and easily revisited, which eliminates the need for repeat in-person training.
Overall, they are a less costly way to cross-train your maintenance staff, which makes skill-building more consistent and scalable.
Industry-Specific
Different industries have different equipment, compliance requirements, and safety standards, so industry-specific training is often non-negotiable.
For instance, maintenance in healthcare facilities can be especially demanding.
It impacts patient safety and infection control, but also requires compliance with strict regulations.
Key training areas for healthcare maintenance professionals include:
Medical Equipment MaintenanceServicing, calibrating, and repairing specialized devices like MRI machines, infusion pumps, sterilizers, and ventilators.Infection Control ProceduresCleaning, disinfecting, and maintaining equipment to meet healthcare hygiene standards.Life Safety SystemsTraining on fire alarms, emergency lighting, HVAC, and backup power systems.Regulatory ComplianceUnderstanding OSHA standards and state or country-specific codes.
So, how can aspiring maintenance professionals in the healthcare industry obtain this knowledge?
There is a variety of formal training programs they can pursue, along with a mix of certifications and on-the-job training.
Many healthcare facilities require certifications such as Certified Healthcare Facility Manager (CHFM) or training through organizations like the American Society for Healthcare Engineering (ASHE).
One Reddit user also recommends additional helpful resources and accreditations to consider:
Source: Reddit
But healthcare isn’t the only industry that requires specialized maintenance training.
For instance, in chemical manufacturing, maintenance technicians need to be trained in hazardous materials handling and leak detection, and they must also comply with OSHA and EPA regulations.
Those who want to work in maintenance in nuclear plants, on the other hand, require specialized training in radiation safety and advanced diagnostic skills.
The bottom line is, industry-specific training builds on the foundation of basic maintenance skills and takes them to a whole new level.
So, technicians who have the ambition to grow will benefit from mastering these specialized areas.
Conclusion
If you used to think that maintenance training was a necessary evil that might as well be skipped, we hope that this article changed your mind.
Because the truth is, maintenance training isn’t an unnecessary cost.
It’s a long-term, strategic investment in the safety and efficiency of your facility.
Of course, if training hasn’t been a priority so far, don’t feel the pressure to overhaul everything at once.
Start by focusing on the most critical skills and documenting key procedures, and build on them over time.
That way, training will slowly become a sustainable, ongoing part of your maintenance culture.
Operations & Maintenance
8 Reasons to Implement a Preventive Maintenance Program
Key Takeaways:
Preventive maintenance delivers an average 545% ROI, with every dollar invested saving up to $5 in future costs
Organizations implementing preventive maintenance programs reduce equipment failures by 70-75% and unplanned downtime by 30-50%
Equipment lifespan extends by 20-40% with proper preventive maintenance, delaying costly repairs
Manufacturing companies lose $1.4 trillion annually to unplanned downtime—preventive maintenance is the proven solution
Are you still relying on reactive maintenance, waiting for equipment to break before fixing it?
If so, you're not alone.
Research shows that 21% of facilities still operate primarily in reactive mode, treating equipment failures as inevitable rather than preventable.
But here's what that approach really costs: According to Siemens, unplanned downtime at the world's top 500 companies costs $1.4 trillion annually. In the automotive sector alone, downtime now costs over $2.3 million per hour. This is a twofold increase since 2019.
The solution is clear: implement preventive maintenance. Yet many organizations hesitate, viewing it as an added expense rather than the investment it truly is.
These eight compelling reasons to implement a preventive maintenance program will show you why proactive maintenance isn't just smart, but essential for your organization.
1. Reduce Equipment Failures and Unplanned Downtime
The immediate and most impactful benefit of implementing a preventive maintenance program is the reduction in equipment failures and unexpected downtime.
The Downtime Crisis
Unplanned downtime can potentially devastate operations across all industries. It often leads to costly emergency repairs, which can hit the bottom line.
Fortune Global 500 companies lose 11% of their yearly turnover to unexpected equipment failures. This is a staggering financial hemorrhage that's entirely preventable.
The impact varies by industry but remains consistently devastating:
Source: WorkTrek
The Preventive Solution
A successful preventive maintenance program attacks this problem head-on. Organizations implementing comprehensive preventive maintenance achieve a 70-75% reduction in breakdowns. This means that you can eliminate three out of every four potential failures.
Illustration: WorkTrek / Data: Sockeye
However, this approach is not only about preventing catastrophic failures. With regular maintenance, you can catch small issues before they become major problems:
Loose belts get tightened or inspections show wear before they snap
Worn bearings get replaced before they seize
Filters get changed before the equipment overheats
Leaks get fixed before they cause damage
WorkTrek's preventive maintenance software automates these routine tasks, ensuring nothing is missed and equipment stays operational.
2. Achieve Remarkable ROI and Cost Savings
Perhaps the most compelling reason to implement preventive maintenance service is the extraordinary financial return it can deliver.
The 545% Return Reality
Jones Lang LaSalle's comprehensive study revealed that preventive maintenance delivers an average 545% return on investment. This is an almost unheard-of return in the business world.
Illustration: WorkTrek / Data: IoT Analytics
How does this translate to real dollars?
Research consistently demonstrates that every dollar invested in preventive maintenance saves up to five dollars in future costs. Another study shows that for every $1 spent on preventive maintenance, companies save $4-5 in future repair costs.
The savings come from multiple sources:
Reduced repair costs: Planned maintenance costs 3-5x less than emergency repairs
Lower labor costs: Eptura's research shows preventive maintenance work orders take half the time of reactive ones
Decreased parts expenses: Avoiding emergency procurement and expedited shipping
Energy savings: Well-maintained equipment uses 10-20% less energy
Beyond Direct Savings
The financial benefits of preventive maintenance extend beyond obvious cost reductions:
Production Protection:
Preventing a single hour of downtime in automotive manufacturing can save $2.3 million. With one prevented failure per month, it can equal $27.6 million in annual savings.
Overtime Reduction:
Emergency repairs often require overtime labor at 1.5-2x normal rates. Preventive maintenance eliminates most of this premium labor cost.
Source: WorkTrek
Improve Customer Satisfaction
Preventive maintenance procedures can boost customer satisfaction by ensuring the quality and reliability of services or products.
Insurance Benefits:
Many insurers offer premium reductions for facilities with documented preventive maintenance programs, recognizing the reduced risk profile.
WorkTrek's maintenance management system automatically tracks all these savings, providing real-time ROI calculations that justify your preventive maintenance investment.
3. Extend Equipment Lifespan Dramatically
Equipment replacement represents one of the largest capital expenditures for most organizations. Implementing a preventive maintenance strategy dramatically extends equipment lifespan, delaying these costly replacements.
The Longevity Equation
McKinsey research found that proper preventive maintenance extends equipment life by 20-40%.
Illustration: WorkTrek / Data: LLCBuddy
For perspective, that means a chiller expected to last 15 years with reactive maintenance could operate effectively for 20+ years with preventive care, which can reduce maintenance costs.
Consider the financial impact:
$350,000 chiller lasting 5 extra years = $70,000/year in deferred replacement costs
$50,000 production equipment extended by 3 years = $16,667/year saved
$25,000 HVAC system lasting 4 additional years = $6,250/year avoided
Studies indicate that without preventive maintenance, equipment typically loses 20% of its expected life.
The Compound Effect
Extending equipment lifespan delivers compound benefits:
Technology advancement: Delaying replacement allows you to purchase more advanced equipment later
Budget flexibility: Spreading capital expenses over more extended periods improves cash flow
Sustainability: Keeping equipment operational longer reduces environmental impact
Knowledge retention: Maintenance teams develop deep expertise with long-lasting equipment
4. Create a Safer Work Environment
Workplace safety is a business necessity. Preventive maintenance plays a crucial role in preventing accidents and ensuring regulatory compliance.
Safety by the Numbers
Organizations with structured preventive maintenance programs experience 25% fewer safety incidents.
Source: WorkTrek
This reduction stems from:
Equipment operating within design parameters
Early detection of safety hazards
Proper lubrication prevents mechanical failures
Regular testing of safety systems
Preventing Catastrophic Failures
Equipment failures don't just stop production; they can pose a massive safety risk to your team.
Hydraulic system failures can cause crushing injuries
Electrical failures risk fires and electrocution
Mechanical breakdowns can eject parts at high velocity
Pressure vessel failures can cause explosions
Routine preventive maintenance identifies and addresses these risks before they materialize. Regular inspections catch:
Frayed electrical cables before they arc
Worn safety guards before they fail
Degraded emergency stops before they're needed
Compromised structural components before collapse
Source: WorkTrek
WorkTrek's maintenance checklists include safety inspection points, ensuring maintenance technicians never overlook critical safety components.
5. Boost Operational Efficiency and Productivity
A well-executed preventive maintenance can be a productivity multiplier if implemented correctly.
The Efficiency Gains
This improved availability translates directly to increased productivity:
More production hours available
Consistent output quality
Predictable scheduling capability
Reduced work-in-process inventory
Standardization Benefits
Preventive maintenance programs drive operational efficiency through standardization:
Standard Operating Procedures:
Every maintenance task follows documented procedures, ensuring consistency regardless of who performs the work.
Illustration: WorkTrek / Data: Touchpoint
Predictable Scheduling:
With a fixed schedule for preventive maintenance activities, production can plan around maintenance windows rather than scrambling during breakdowns.
Performance Optimization:
Regular maintenance keeps equipment operating at peak performance. Studies indicate that preventive maintenance improves overall equipment effectiveness (OEE) by up to 90%.
The Ripple Effect
Improved efficiency extends beyond the maintenance department:
Production hits its goals and achieves consistent output targets
Quality improves with properly calibrated equipment
Customer satisfaction increases with reliable delivery
Employee morale improves without crisis management
6. Optimize Resource Utilization
Preventive maintenance can transform how organizations use their maintenance resources. This is for both humans and equipment.
Labor Optimization
Eptura's data reveals that preventive maintenance tasks take roughly half the time of reactive work. This dramatic efficiency improvement means:
Maintenance teams accomplish twice as much with the same headcount
Skilled technicians focus on value-adding activities rather than firefighting
Training becomes more effective with predictable work patterns
Work-life balance improves without constant emergency calls
Parts and Inventory Management
Preventive maintenance revolutionizes spare parts management:
Predictable Consumption:
Knowing when parts will be needed eliminates the need for emergency procurement. Boston Consulting Group research shows this improves spare parts efficiency by 15%.
Reduced Inventory Costs:
No need to stock parts "just in case" when you know exactly when they'll be needed. You can optimize spare parts management by using a CMMS system like WorkTrek.
Bulk Purchasing Power:
Planning enables bulk orders at better prices versus emergency single-item purchases.
WorkTrek's inventory management features integrate with your preventive maintenance schedule, automatically generating purchase orders when parts are needed.
Technology Utilization
A computerized maintenance management system maximizes technology investments:
35% improvement in maintenance scheduling efficiency with CMMS integration
40% reduction in inspection time with automated routines
50% faster inspections using mobile devices
7. Ensure Compliance and Reduce Legal Risks
In today's regulatory environment, compliance is critical to all maintenance organizations. Preventive maintenance programs provide the documentation and consistency required for regulatory compliance.
Regulatory Requirements
Source: WorkTrek
Many industries face strict maintenance regulations:
FDA requirements for pharmaceutical and food production
OSHA safety standards for all industries
EPA environmental regulations
Industry-specific standards (ISO, API, ASME)
Non-compliance results in:
Regulatory fines and penalties
Forced shutdowns
Legal liability for accidents
Loss of certifications and licenses
Documentation Excellence
Preventive maintenance provides the paper trail regulators demand:
Scheduled maintenance records proving proper care
Inspection reports documenting safety checks
Repair histories showing proactive management
Training records demonstrating competency
Research indicates that 82% of maintenance managers see improved compliance with safety standards through preventive maintenance programs.
Risk Mitigation
Beyond compliance, preventive maintenance reduces legal exposure:
Fewer accidents mean fewer lawsuits
Documentation provides legal defense
Insurance companies recognize reduced risk with lower premiums
Due diligence demonstration in case of incidents
8. Gain Competitive Advantage Through Reliability
In today's competitive marketplace, equipment reliability can drive increased profitability.
The Customer Satisfaction Connection
Equipment reliability directly impacts customer experience:
On-time delivery: No production delays from equipment failures
Consistent quality: Properly maintained equipment produces consistent output
Service reliability: No service interruptions from facility equipment failures
Price stability: Lower maintenance costs enable competitive pricing
Organizations with effective preventive maintenance programs achieve 60-80% better equipment reliability than those using reactive maintenance.
Market Positioning Benefits
Reliable operations create competitive advantages:
Capacity Confidence:
Bid on all-sized contracts knowing you can deliver without equipment-related delays.
Premium Pricing:
Customers pay more for reliable suppliers who won't cause them problems.
Partnership Opportunities:
Other businesses prefer partners with stable, reliable operations that can deliver what they promise.
Growth Capability:
Scale operations confidently, knowing maintenance and your equipment won't become a bottleneck.
The Innovation Dividend
When maintenance teams aren't constantly fighting fires, they can focus on improvement:
Implementing new technologies like predictive maintenance
Optimizing processes for better efficiency
Training on advanced techniques
Contributing to continuous improvement initiatives
Overcoming Implementation Barriers
Despite these compelling benefits, some organizations remain reluctant to implement preventive maintenance due to perceived barriers.
Addressing Upfront Costs
Yes, implementing a preventive maintenance program requires initial investment.
However, ROI typically appears within 8-16 months, with mature programs delivering 300-500% annual returns.
Source: WorkTrek
Start small:
Focus on critical assets first
Use early wins to fund expansion
Leverage technology like WorkTrek's scalable platform that grows with your needs
Managing the Transition
Moving from reactive to preventive maintenance requires change management:
Involve maintenance teams in planning
Provide comprehensive training
Celebrate early successes
Share metrics showing improvement
Only 20-30% of organizations follow comprehensive preventive maintenance schedules, indicating a massive opportunity for competitive advantage.
Technology Adoption
Illustration: WorkTrek / Data: Repairist
Modern preventive maintenance software makes implementation easier than ever:
Cloud-based systems require minimal IT infrastructure
Mobile apps enable immediate adoption
Automated scheduling reduces administrative burden
Built-in analytics prove value quickly
Conclusion
Begin with these immediate steps:
Calculate your current costs: Add up emergency repairs, downtime, and overtime from the last year
Select pilot equipment: Choose 2-3 critical assets for initial implementation
Deploy technology: Implement a CMMS like WorkTrek for visibility and control
Create your first preventive maintenance schedule: Start with manufacturer recommendations
Track your results: Monitor the reduction in failures and emergency repairs
Remember, every day without preventive maintenance costs money.
Equipment that could be maintained for $100 today might fail tomorrow, requiring $500 in emergency repairs plus thousands in downtime costs.
But it's not too late. The tools, knowledge, and support exist to transform your maintenance operations from reactive chaos to proactive control.
Take the first step today. Because in maintenance, as in medicine, prevention is always better and cheaper.
Operations & Maintenance
10 Tips For a Better Preventative Maintenance Program
Key Takeaways:
Organizations with effective preventive maintenance programs reduce equipment failures by 70-75% and cut maintenance costs by 25-40%
88% of manufacturing facilities deploy what they consider an effective preventive maintenance plan, but only 35% execute it correctly.
Successful programs achieve 90%+ PM compliance rates and 10x ROI within 12-18 months
The right combination of technology, training, and continuous improvement transforms maintenance from reactive to proactive
Your preventative maintenance program exists, but is it actually working?
This question keeps maintenance managers awake at night, and for good reason.
While 88% of manufacturing companies claim to use preventive maintenance, research shows that only 35% spend most of their maintenance time on scheduled activities. The rest remain trapped in reactive maintenance cycles, fighting fires instead of preventing them.
Illustration: WorkTrek / Data: ReliablePlant
The disconnect is staggering.
Despite having preventive maintenance procedures in place, most organizations still experience unexpected equipment failures, costly repairs, and unplanned downtime that drain budgets and disrupt operations.
That's because having a preventative maintenance program isn't enough. You also need an effective one.
The difference between mediocre and exceptional preventive maintenance programs lies in execution, optimization, and continuous improvement.
These 10 tips will transform your existing maintenance operations from reactive chaos to proactive control.
1. Start with Asset Criticality Analysis
Not every piece of equipment deserves equal attention in your preventative maintenance schedules and program.
Spreading resources evenly across all assets is a recipe for inefficiency and equipment failures, which hurt most when they occur.
Prioritize Your Critical Equipment
Research shows that critical assets typically make up only 20% of total equipment, yet they drive 80% of your operation's value.
The key to success is to focus your preventive maintenance activities here first.
Categorize your assets based on:
Production impact: Single points of failure that halt operations
Safety risks: Equipment whose failure could cause injury
Replacement costs: High-value assets requiring major capital investment
Regulatory requirements: Equipment subject to compliance standards
Customer impact: Assets affecting service delivery or product quality
WorkTrek's asset management features enable you to systematically classify and prioritize equipment, ensuring maintenance resources flow to where they matter most.
Tailor Maintenance Intensity by Criticality
Once classified, adjust your maintenance approach:
Source: WorkTrek
This approach ensures critical equipment receives the attention needed to prevent costly failures while avoiding over-maintenance of less essential assets.
2. Leverage a Computerized Maintenance Management System
Manual maintenance management is a losing battle and time-consuming.
Paper-based systems and spreadsheets can't handle the complexity of modern preventive maintenance programs.
The CMMS Advantage
Industry data shows that 53% of facilities now use a CMMS to monitor their maintenance, and for good reason.
Organizations that implement CMMS software see the following benefits:
20% increase in equipment availability
30% reduction in maintenance costs
25% decrease in emergency repairs
50% improvement in schedule compliance
Source: WorkTrek
A computerized maintenance management system like WorkTrek transforms maintenance operations by:
Automating preventive maintenance schedule generation
Providing mobile access for maintenance technicians
Tracking maintenance history automatically
Managing spare parts inventory
Generating key performance indicators instantly
Choose Technology That Works
Not all maintenance software is built the same. Look for solutions that offer:
User-friendly interfaces that technicians actually use
Mobile capabilities for field updates
Integration options with existing systems
Scalability to grow with your needs
Comprehensive reporting for data-driven decisions
3. Establish Clear, Measurable Goals
A successful preventive maintenance program requires concrete objectives.
Without specific targets, you can't measure progress or demonstrate value.
Define Success Metrics
Set specific goals for your preventive maintenance program. Some goal examples include:
Reliability Goals:
Reduce equipment failures by 50% within 12 months
Achieve 95% equipment availability for critical assets
Decrease the mean time between failures by 30%
Cost Goals:
Cut emergency repair costs by 40%
Reduce overtime expenses by 25%
Lower total maintenance costs by 20%
Efficiency Goals:
Achieve 90% PM compliance rate
Complete 80% of maintenance tasks within the scheduled time
Reduce maintenance backlog by 60%
Research indicates that organizations with clear maintenance goals are 3x more likely to achieve successful preventive maintenance outcomes.
Track Progress Relentlessly
Establish key performance indicators and review them regularly:
Weekly team reviews of PM compliance
Monthly analysis of equipment effectiveness
Quarterly cost-benefit assessments
Annual program optimization reviews
Source: WorkTrek
WorkTrek's analytics dashboard automatically tracks these KPIs, providing real-time visibility into program performance.
4. Create Detailed Preventive Maintenance Procedures
Vague and unclear maintenance instructions lead to inconsistent execution and equipment failures.
Your maintenance technicians need clear, step-by-step guidance for every preventive maintenance task.
Develop Comprehensive Documentation
Every PM procedure should include:
Specific steps in logical sequence
Required tools and equipment
Safety guidelines and PPE requirements
Time estimates for planning
Pass/fail criteria for inspections
Escalation procedures for issues found
Source: WorkTrek
Leverage Manufacturer Resources
Equipment manufacturers can provide deep insight into their own products. Incorporate their recommendations:
Review service manuals for recommended intervals
Follow specified lubrication requirements
Use approved replacement parts
Adhere to warranty maintenance requirements
Studies show that 77% of manufacturers rely on OEM guidelines for maintenance management, yet many fail to document these requirements properly in their procedures.
Standardize Across Similar Equipment
Define and create template procedures for similar equipment types:
All pumps follow consistent inspection steps
HVAC systems use standardized checklists
Electrical systems follow uniform testing protocols
This standardization improves efficiency, reduces training requirements, and ensures consistent quality.
5. Implement Smart Scheduling Strategies
Poor scheduling can undermine even the best preventive maintenance plans.
Your preventive maintenance schedule should balance the equipment's needs with operational demands.
Optimize Maintenance Intervals
Move beyond simple calendar-based scheduling to more sophisticated approaches:
Usage-Based Maintenance:
Schedule tasks based on actual equipment usage rather than time. A machine running 24/7 needs different intervals than one used sporadically.
Condition-Based Maintenance:
Use equipment condition indicators to trigger maintenance. Implementing condition monitoring can reduce unnecessary maintenance by 30% while improving reliability.
Source: WorkTrek
Seasonal Scheduling:
Align maintenance with natural downtimes:
HVAC system maintenance during mild weather and when subcontractors are more available
Production equipment during slow seasons
Outdoor equipment before harsh weather
Coordinate Across Departments
Effective scheduling requires collaboration:
Production provides equipment availability windows
Maintenance technicians confirm resource availability
Spare parts availability from the inventory
External contractors for specialized tasks
WorkTrek's scheduling features automatically coordinate these factors, ensuring maintenance happens when planned, not when convenient.
6. Invest in Training and Skills Development
Your maintenance team is your greatest asset and, at times, can be your most significant limitation. Without adequate training, even the best preventive maintenance procedures fail.
Develop Technical Competencies
Studies show that only 29% of facility managers believe their technicians are "very prepared" for modern maintenance challenges.
Address this gap through:
Equipment-specific training from manufacturers
Latest maintenance techniques workshops
Predictive maintenance technology training
Safety certifications and updates
Software training for CMMS and other tools
Build a Knowledge-Sharing Culture
Create systems for capturing and sharing expertise:
Document lessons learned from equipment failures
Establish mentorship programs for younger employees
Create video tutorials for complex procedures. This can be included in each work order.
Hold regular knowledge-sharing sessions
Build a centralized database of solutions
This knowledge transfer is critical as 58% of manufacturing employees have worked in the industry for over 20 years and will soon retire.
7. Balance Preventive, Predictive, and Corrective Maintenance
The most effective maintenance programs aren't purely preventive. They strategically blend different maintenance strategies for optimal results.
The Right Mix
Industry leaders achieve this maintenance balance:
Preventive Maintenance: 45-55% of activities
Predictive Maintenance: 25-35% of activities
Corrective Maintenance: 10-15% of activities
Emergency Repairs: <5% of activities
Implement Predictive Technologies
Add predictive maintenance capabilities to enhance your program:
Vibration Analysis: Detect bearing wear and misalignment before failure. ROI typically exceeds 10:1.
Source: WorkTrek
Oil Analysis: Identify contamination and wear particles. Extends equipment life by 20-30%.
Thermography: Find hot spots in electrical systems. Prevents 70% of electrical fires.
These technologies provide 8-12% additional cost savings beyond preventive maintenance alone.
Know When Corrective Maintenance Makes Sense
Some equipment doesn't justify preventive maintenance:
Non-critical assets with low failure impact
Equipment near end-of-life
Assets with unpredictable failure modes
Low-cost, easily replaced items
Strategic run-to-failure decisions free resources for critical equipment maintenance.
8. Ensure Adequate Resources and Spare Parts
Even the most effective preventive maintenance procedures fail without adequate resources.
When equipment breaks down, you don't want to spend a lot of time waiting for critical parts or finding the right maintenance technician to fix it.
Optimize Inventory Management
The studies are clear. Boston Consulting Group research shows robust inventory management improves spare parts efficiency by 15%.
Source: WorkTrek
Implement these practices:
Critical spare analysis: Stock parts for critical equipment
Min/max levels: Automate reordering
Vendor partnerships: Ensure rapid delivery for non-stocked items
Kitting: Pre-package parts for common PM tasks
Cross-reference lists: Identify alternative parts
WorkTrek's inventory management integrates with maintenance schedules, ensuring parts availability before work begins.
Staff for Success
Labor can be expensive. However, understaffing can lead to deferred maintenance and equipment failures. Consider:
Peak maintenance periods require additional resources
Specialized equipment needs certified technicians
Cross-training provides flexibility
Contractor relationships fill skill gaps
9. Focus on Continuous Improvement
It is important to continuously review and improve your preventive maintenance program.
What works today may not be optimal tomorrow as equipment ages, technology advances, and operations change.
Analyze Failure Data
Every equipment failure is a learning opportunity for the organization:
Root Cause Analysis: Determine why failures occurred despite preventive maintenance:
Was the PM interval too long?
Were procedures inadequate?
Did technicians miss warning signs and fail to document it?
Were the wrong parts used?
Studies indicate that facilities that conduct regular RCAs reduce repeat failures by 65%.
Refine PM Tasks Based on Results
Use data analysis to optimize your program:
Eliminate PMs that don't prevent failures
Increase frequency for high-failure equipment
Decrease frequency for over-maintained assets
Add new tasks for emerging failure modes
Research shows 30% of PM activities add little value and can be eliminated or modified.
Benchmark Against Industry Standards
Compare your performance metrics:
Source: WorkTrek
10. Create and Foster a Culture of Ownership
The best preventive maintenance programs succeed because everyone, from machine operators to senior management, takes ownership of equipment reliability.
Engage Machine Operators
Operators are your first line of defense against equipment failures.
Document and provide a communication channel if they notice:
Unusual sounds or vibrations
Performance degradation
Leaks or loose components
Operating parameter changes
Train and implement operator-based maintenance:
Daily equipment inspections
Basic cleaning and lubrication
Simple adjustments
Immediate problem reporting
This approach catches issues before they require maintenance technician intervention.
Create Accountability Systems
Clear ownership and accountability drive results:
Assign equipment champions for critical assets
Define maintenance responsibilities clearly
Define equipment service personnel
Track individual PM compliance rates
Recognize exceptional performance
Address accountability gaps quickly
Identify any equipment that can pose safety risks
Communicate Value Continuously
Keep everyone informed about program success and not just the failures:
Share cost savings from prevented failures
Celebrate reliability improvements
Highlight safety achievements from preventive measures
Demonstrate productivity gains from reduced downtime
When people understand the value of preventive maintenance, they support and participate actively.
Conclusion
Building a better preventative maintenance program is about systematic improvement across multiple areas of your organization.
The data is compelling. Organizations that implement these 10 tips achieve remarkable results:
70-75% reduction in equipment breakdowns
545% ROI on maintenance investment
25-40% decrease in overall maintenance costs
95%+ equipment availability for critical assets
Yet despite these proven benefits, most maintenance programs operate far below their potential. The gap between average and exceptional isn't about resources—it's about execution.
Illustration: WorkTrek / Data: Sockeye
Begin with these immediate actions:
Assess your current state: Calculate your planned vs. reactive maintenance ratio
Pick your priority: Choose one critical asset for intensive improvement
Implement technology: Deploy a CMMS like WorkTrek for visibility and control
Set clear goals: Define specific, measurable objectives for the next 90 days
Track progress: Monitor KPIs weekly and adjust quickly
Your equipment is waiting. Your team is capable. The tools and knowledge exist.
Operations & Maintenance
How Preventive Maintenance Optimization Reduces Maintenance Costs
Key Takeaways:
Preventive maintenance delivers a 545% ROI, with every dollar spent saving an average of $5 in future repair costs
Organizations achieve 25-40% reduction in overall maintenance costs through optimized PM programs
Predictive maintenance strategies can reduce costs by an additional 8-12% beyond standard preventive maintenance
70-75% of equipment failures are eliminated through comprehensive preventive maintenance optimization
Your maintenance costs are bleeding your budget dry, and you know it.
While reactive maintenance might seem cheaper in the moment, the reality is stark: companies lose billions annually to emergency repairs, unplanned downtime, and premature equipment replacements.
According to the U.S. Department of Energy, reactive maintenance costs 3-5 times as much as preventive maintenance when indirect costs are factored in.
Illustration: WorkTrek / Data: FieldEx
Yet despite these numbers, many organizations continue operating in crisis mode, treating maintenance as an unavoidable expense rather than a strategic investment.
That's where preventive maintenance optimization changes everything. By strategically refining your maintenance processes, you don't just reduce costs—you transform maintenance from a financial burden into a profit center.
The True Cost of Poor Maintenance Practices
Before exploring how preventive maintenance optimization reduces maintenance costs, let's confront the harsh reality of what inadequate maintenance actually costs your organization.
The Hidden Financial Drain
Most maintenance managers focus on obvious costs like parts and labor. But the true financial impact runs much deeper.
Research from Siemens reveals that unplanned downtime at a large automotive plant costs up to $2.3 million per hour. This is amazingly a twofold increase since 2019.
In heavy industry, these costs have quadrupled over the past five years.
The breakdown of maintenance costs reveals multiple layers:
Source: WorkTrek
These indirect costs often exceed direct maintenance expenditures by 2-3 times, yet they rarely appear in maintenance budgets.
The Reactive Maintenance Trap
Data shows that 21% of facilities still rely primarily on reactive, run-to-failure maintenance strategies.
This approach can create a vicious cycle:
Equipment runs until failure
Emergency repairs cost 3-5x more than planned maintenance
Rushed repairs increase the likelihood of future failures
The cycle repeats, draining resources and slowing down production
Breaking this cycle requires a fundamental shift in how organizations approach maintenance—from reactive firefighting to proactive optimization.
How Preventive Maintenance Optimization Drives Cost Savings
Preventive maintenance optimization isn't just about doing maintenance. It's about doing the right maintenance at the right time for the right reasons.
Direct Cost Reduction Through Strategic Planning
With an optimized preventive maintenance program, you can experience immediate cost savings. Some of those savings include:
Labor Efficiency:
Planned maintenance requires 50% less labor time than emergency repairs. Technicians work more efficiently when they have adequate preparation time, the proper tools, and clear procedures.
Parts and Materials:
Boston Consulting Group research shows that robust inventory management through PM optimization leads to a 15% improvement in spare parts efficiency. Optimizing parts management can help you avoid both emergency procurement costs and excess inventory carrying costs.
Source: WorkTrek
Contractor Expenses:
Emergency repairs often require the services of expensive outside contractors, which can become costly. A solid preventive maintenance program reduces contractor dependency by up to 60%.
WorkTrek's maintenance management platform streamlines these processes, ensuring maintenance tasks are planned, scheduled, and executed efficiently.
Extending Equipment Life for Long-Term Savings
Equipment replacement can be one of the largest capital expenses for most organizations. Preventive maintenance cost optimization dramatically extends equipment lifespan, delaying these costly replacements. Like a car, you don't want to have to replace it every few years if you fail to do basic oil changes.
McKinsey research found that optimized maintenance programs increase machine life by 20-40%. For a $350,000 chiller with proper maintenance costing $5,500 annually, extending its life by just 5 years saves $70,000 in avoided replacement costs.
Source: WorkTrek
This life extension applies across all assets. Below are a few examples:
HVAC systems: 40% longer operational life
Production equipment: 30-50% extended lifespan
Fleet vehicles: 25-35% more operational years
Facility infrastructure: 20-30% delayed replacement
Reduced Downtime: The Biggest Financial Win
Unplanned downtime devastates budgets.
Fortune Global 500 companies lose 11% of their yearly turnover to unexpected equipment failures.
Preventive maintenance optimization attacks this problem head-on:
Fewer Failures:
Organizations implementing comprehensive PM optimization achieve 70-75% reductions in breakdowns.
Shorter Repairs:
When issues do occur, they're typically minor and quickly resolved. Repair times decrease by 35-50% compared to emergency breakdowns.
Better Scheduling:
Planned downtime occurs during off-peak hours, minimizing production impact. This alone can reduce downtime costs by 60%.
Source: WorkTrek
Core Elements of Cost-Effective Preventive Maintenance
Building a maintenance program that consistently reduces costs requires multiple elements to work in harmony.
Data-Driven Task Optimization
Not all maintenance tasks deliver equal value. Maintenance expert John Schultz notes that analysis often reveals 30% of PM activities add little or no value and can be eliminated or replaced.
Optimize your preventive maintenance tasks by:
Analyzing historical data to identify which tasks actually prevent failures
Eliminating redundant or unnecessary inspections
Adjusting frequencies based on actual wear patterns
Focusing resources on critical assets with the highest failure costs
WorkTrek's analytics tools provide the data visibility needed to make these optimization decisions confidently.
Source: WorkTrek
Reliability-Centered Maintenance Integration
Reliability-centered maintenance (RCM) ensures every maintenance dollar targets specific failure modes. This systematic approach evaluates:
Failure consequences and their financial impact
Probability of different failure modes
Cost-effectiveness of prevention strategies
Optimal maintenance intervals
By applying RCM principles, organizations typically reduce maintenance costs by 25-30% while improving equipment reliability.
Condition Monitoring Technologies
Modern condition-monitoring technologies enable precise maintenance scheduling. This approach can eliminate both under-maintenance and over-maintenance.
Source: WorkTrek
Key technologies driving cost reduction include:
Vibration Analysis:
Detects bearing wear, misalignment, and imbalance before catastrophic failure. ROI typically exceeds 10:1.
Oil Analysis:
Identifies contamination and wear particles, preventing major mechanical failures. Extends equipment life by 20-30%.
Thermography:
Finds electrical and mechanical hot spots before failure. Prevents 70% of electrical fires.
Ultrasonic Testing:
Detects leaks and mechanical issues that other methods miss. Reduces energy costs by 10-15%.
These predictive maintenance strategies add 8-12% cost savings beyond traditional preventive maintenance alone.
How to Implement a Cost-Optimized Preventive Maintenance Strategy
The steps listed below will help you create a cost-optimized preventive maintenance program.
Step 1: Assess Current Maintenance Expenditures
You can't optimize costs you don't understand. The key to success is to start with a comprehensive audit:
Calculate total maintenance costs, including all indirect expenses
Identify your costliest equipment failures from the past year
Determine your current reactive vs. preventive maintenance ratio
Benchmark against industry standards for your sector
Industry data shows leading facilities allocate 40-60% of their maintenance budget to preventive activities, achieving optimal cost efficiency.
Step 2: Prioritize Critical Assets for Maximum Impact
Focus initial optimization efforts where they'll deliver the greatest financial benefits:
High-failure-cost equipment: Assets where downtime costs can exceed $10,000/hour
Bottleneck equipment: Single points of failure in production
Safety-critical assets: Equipment whose failure risks injury or regulatory penalties
Customer-facing equipment: Assets directly impacting service delivery
This targeted approach ensures rapid ROI while building momentum for broader implementation.
Step 3: Develop Optimized PM Schedules
Generic maintenance schedules waste money. Your preventive maintenance schedule should reflect:
Usage-Based Intervals:
Equipment operating 24/7 needs different maintenance than assets used sporadically. Adjust schedules based on actual operating hours.
Environmental Factors:
Harsh conditions accelerate wear. Increase equipment frequency in demanding environments.
Criticality Adjustments:
Critical assets may justify more frequent preventive maintenance to ensure reliability.
WorkTrek's preventive maintenance software enables dynamic scheduling that automatically adjusts based on multiple factors, ensuring optimal performance at minimum cost.
Source: WorkTrek
Step 4: Leverage Technology for Efficiency
Manual maintenance processes drain resources and increase costs. Technology solutions deliver immediate efficiency gains:
CMMS Implementation:
By implementing a CMMS like WorkTrek, you can reduce administrative time by 30-40% while improving data accuracy.
Mobile Access:
Technicians complete work 25% faster with mobile tools providing instant access to procedures and history.
Source: WorkTrek
Automated Scheduling:
Eliminates missed PM tasks that lead to costly failures.
Inventory Integration:
Can reduce parts costs by 15-20% through better procurement and stocking decisions.
Step 5: Measure and Refine Continuously
Cost optimization in not a one time task, and requires ongoing refinement based on performance data:
Monitor these key performance indicators:
Maintenance cost per unit produced
PM compliance rates
Emergency maintenance percentage
Mean time between failures
Inventory turnover rates
Regular analysis identifies opportunities for further cost reduction while maintaining reliability.
Advanced Cost Optimization Techniques
Once you've created the foundational elements, advanced strategies can drive even deeper cost savings.
Predictive Maintenance Integration
While preventive maintenance forms the foundation of your program, adding predictive maintenance capabilities delivers substantial additional savings.
Illustration: WorkTrek / Data: LLCBuddy
Machine learning algorithms analyze equipment data to:
Predict failures days or weeks in advance
Optimize maintenance intervals dynamically
Identify degradation patterns invisible to human analysis
Reduce unnecessary maintenance by 30-40%
Start with pilot programs on critical equipment, then expand based on proven ROI.
Total Productive Maintenance (TPM)
TPM engages operators in basic maintenance, multiplying your maintenance capacity without adding labor costs:
Operators perform daily inspections and minor maintenance
Early problem detection through constant equipment contact
Reduced burden on skilled technicians
15-20% reduction in maintenance labor costs
This approach transforms maintenance from a specialist function to a shared responsibility.
Strategic Outsourcing
Not all maintenance delivers equal value when performed in-house. Strategic outsourcing can reduce costs for:
Specialized equipment requiring rare expertise
Non-critical assets where downtime impact is minimal
Peak demand periods requiring temporary capacity
Regulatory inspections requiring certification
Evaluate each maintenance activity's strategic value to optimize your resource allocation.
Measuring the Financial Impact
Demonstrating the value of preventive maintenance optimization requires tracking the right financial metrics.
ROI Calculation Framework
The data is clear: research shows preventive maintenance delivers an average 545% return on investment. Calculate your ROI using:
Investment Costs:
CMMS software and technology
Training and implementation
Initial PM development time
Condition monitoring equipment
Returns:
Reduced emergency repair costs
Decreased downtime losses
Extended equipment life value
Lower spare parts inventory
Reduced energy consumption
Avoided regulatory penalties
Most organizations achieve positive ROI within 8-16 months, with mature programs delivering annual returns of 300-500%.
Cost Avoidance Tracking
Not all savings appear directly in budgets. Track cost avoidance through:
Prevented failures and their associated costs
Avoided overtime and contractor expenses
Prevented production losses
Reduced warranty claims
Avoided safety incidents
These "soft savings" often exceed direct cost reductions by 2-3 times.
Benchmarking Performance
Compare your maintenance costs against industry standards:
Source: WorkTrek
WorkTrek's reporting capabilities automatically track these benchmarks, providing real-time visibility into your cost optimization progress.
Overcoming Common Cost Optimization Challenges
Even proven strategies face implementation obstacles. Here's how to overcome them:
Challenge: Budget Constraints
Solution:
Start small with the highest-ROI opportunities. Focus on critical equipment where failure costs are extreme. Use early wins to justify expanded investment. WorkTrek's flexible pricing enables gradual scaling as savings accumulate.
Source: WorkTrek
Challenge: Resistance to Change
Solution:
Demonstrate value through pilot programs. Share success stories from similar organizations. Involve skeptics in planning to build buy-in. Celebrate cost savings publicly.
Challenge: Data Quality Issues
Solution:
Don't wait for perfect data. Start collecting high-quality data moving forward, using industry benchmarks to identify gaps. Implement data validation processes to ensure accuracy.
Challenge: Competing Priorities
Solution:
Frame preventive maintenance as protecting production, not competing with it. Show how PM prevents the emergency repairs that truly disrupt operations. Make cost savings visible to leadership.
Conclusion
How preventive maintenance optimization reduces maintenance costs isn't a mystery. When you prevent failures, extend equipment life, and operate efficiently, costs naturally decline.
Yet many organizations continue accepting excessive maintenance costs as inevitable.
The truth is, reducing maintenance costs through preventive maintenance optimization isn't just possible, it's proven.
Illustration: WorkTrek
Organizations worldwide are achieving these results daily using the strategies outlined here.
With the right preventive maintenance strategy, supported by technology like WorkTrek's comprehensive CMMS platform, you can join the ranks of organizations that have transformed maintenance from a cost center into a competitive advantage.
The question isn't whether a preventive maintenance plan can be optimized to reduce your costs. It's how quickly you'll start capturing these savings.
Every day of delay costs money. Every reactive repair drains your budget. Every missed PM task increases future expenses.
Start optimizing today. Your bottom line will thank you.
Operations & Maintenance
How to Optimize Your Preventive Maintenance Process
Key Takeaways:
58% of facilities spend less than half their time on scheduled maintenance despite using preventive maintenance programs, indicating massive optimization potential
Mean time to repair has increased from 49 to 81 minutes due to skills gaps and supply chain delays, making process optimization critical
Organizations using CMMS-enabled optimization achieve up to 40% cost reduction and 75% equipment downtime reduction
91% of businesses report reduced repair time after implementing optimized preventive and predictive maintenance strategies
Your preventive maintenance program might be running, but is it truly performing?
This question haunts maintenance managers across industries, and for good reason.
According to The 2025 State of Industrial Maintenance, even though 87% of facilities claim to use preventive maintenance, 58% spend less than half their maintenance time on scheduled work.
Illustration: WorkTrek / Data: Reliable Plant
The rest? They're stuck in reactive firefighting mode.
This major disconnect between intention and execution reveals a harsh truth: having a preventive maintenance program isn't enough.
Without the right optimization, your maintenance processes can become inefficient, your costs spiral out of control, and equipment failures continue disrupting operations.
That's why learning how to optimize your preventive maintenance process has become essential for survival in today's competitive landscape. It's the difference between maintenance teams that struggle and those that thrive.bnj
Understanding Your Current Maintenance Process Performance
Before you can optimize maintenance, you need to understand where things stand.
Many organizations operate with limited visibility into their actual maintenance performance, making improvement nearly impossible.
The Reality Check Most Teams Need
Research shows that only 51% of maintenance activities in most industries are actually preventive. This is despite widespread adoption of preventive maintenance strategies.
This means that half of your maintenance team's valuable time is spent on emergency repairs and unplanned downtime.
The impact is staggering.
According to Siemens' 2024 report, unplanned downtime across the world's top 500 companies costs $1.4 trillion annually. In the automotive sector alone, downtime costs exceed $2.3 million per hour—a twofold increase since 2019.
Key Performance Indicators That Matter
To optimize your preventive maintenance process effectively, track these critical metrics:
Source: WorkTrek
WorkTrek's analytics platform automatically tracks these KPIs, transforming raw performance data into actionable insights that drive continuous improvement.
Identifying Process Bottlenecks
Your maintenance process likely suffers from common bottlenecks that prevent effective preventive maintenance:
Poor scheduling practices: Maintenance tasks often compete with production demands
Incomplete data: Missing or incomplete equipment history makes optimization impossible
Resource constraints: 45% of maintenance leaders cite lack of resources as their primary obstacle
Skills gaps: Amazingly, only 29% of facility owners believe their technicians are adequately prepared
Manual processes: Using paper-based systems can create delays and data inaccuracies
Understanding Preventive Maintenance Optimization
Preventive maintenance optimization transforms basic maintenance schedules into data-driven programs that target real equipment problems.
This approach can reduce costs while improving equipment reliability through smarter maintenance decisions.
What Is Preventive Maintenance Optimization?
Preventive maintenance optimization is a structured approach designed to improve maintenance programs.
It does that by analyzing existing maintenance tasks to find which ones actually prevent equipment failures.
Source: WorkTrek
The process utilizes historical data and equipment performance records. Additionally, maintenance teams review past breakdowns to identify patterns.
Using this data, teams can then adjust maintenance schedules based on actual equipment needs rather than generic recommendations.
PMO uses data analytics to tune maintenance schedules. Real-time sensor readings and performance indicators guide decision-making.
This creates maintenance programs that target specific failure modes.
The optimization process examines each maintenance task's value.
Tasks that don't prevent failures get removed or modified. Resources shift to activities that actually improve equipment reliability.
Key Differences from Traditional Maintenance Programs
Traditional preventive maintenance follows fixed schedules regardless of equipment condition.
Machines are serviced every 30, 60, or 90 days, depending on manufacturer recommendations or industry standards.
Optimized maintenance programs, on the other hand, adapt to the actual performance of the equipment. The goal is to track failure patterns and adjust frequencies accordingly.
Some equipment might need more frequent attention, while others need less.
Traditional Approach:
Fixed time intervals
Generic manufacturer schedules
Same tasks for similar equipment
Limited data analysis
Optimized Approach:
Variable intervals based on data
Equipment-specific schedules
Customized task lists
Continuous data monitoring
Traditional programs can often waste resources on unnecessary tasks. Optimized programs eliminate low-value activities and focus maintenance efforts on preventing actual failure modes.
Data drives all optimization decisions. Maintenance management systems, such as a WorkTrek CMMS, track task effectiveness and equipment performance.
Source: WorkTrek
This creates feedback loops that will improve the program over time.
Benefits of Optimizing Preventive Maintenance
Industry studies show that optimized maintenance programs reduce total maintenance costs by 15-25% on average. They reduce and often eliminate unnecessary tasks while increasing focus on critical activities. This improves resource allocation and technician productivity.
Equipment reliability increases when maintenance targets actual failure modes.
By using optimized programs, you can reduce unplanned downtime and equipment breakdowns. This can make your production schedules more predictable.
Cost Benefits:
Lower labor hours per asset
Reduced spare parts inventory
Less emergency repair work
Improved technician efficiency
Operational Benefits:
Higher equipment availability
Better production planning
Fewer safety incidents
Extended asset life
You can greatly improve asset management through better data collection and analysis. Maintenance teams gain insights into equipment condition trends.
Source: WorkTrek
This approach supports better replacement and upgrade decisions for all assets.
The optimization process creates standardized maintenance procedures. Technicians follow consistent methods that produce reliable results. Training becomes more effective when procedures target specific outcomes.
Quality improvements occur when maintenance processes are focused on preventing actual problems rather than following generic checklists.
Building a Solid Foundation for Optimization
A successful preventive maintenance program requires more than good intentions. It requires planning, the right tools, and a commitment to execute.
Below is a clear 3 step process that you can follow:
Step 1: Conduct a Comprehensive Asset Inventory
You can't optimize what you don't track. Start by cataloging all critical assets and their maintenance requirements:
Document equipment specifications and operating hours
Record manufacturer recommendations for each asset
Identify critical equipment that impacts production
Map out specific failure modes for high-value assets
Establish baseline performance data for comparison
WorkTrek's asset management features centralize this information, making it accessible to maintenance teams when and where they need it.
Source: WorkTrek
Step 2: Analyze Your Historical Data
Your maintenance history holds valuable insights waiting to be discovered.
Studies indicate that 77% of manufacturers mainly rely on OEMs and suppliers for maintenance information. However, your own historical data often provides more relevant insights.
Examine your records to identify:
Recurring failure patterns that suggest systemic issues
Assets consuming disproportionate maintenance resources
PM tasks that don't prevent failures
Seasonal variations affecting equipment performance
Opportunities to shift from time-based to condition-based maintenance
Step 3: Prioritize Critical Assets
Not all equipment deserves equal attention. Focus your optimization efforts where they'll deliver maximum impact.
Critical assets typically share these characteristics:
Single point of failure in production
High replacement or repair costs
Long lead times for replacement parts
Significant safety implications
Direct impact on product quality
Creating a criticality matrix helps visualize priorities and ensures maintenance resources flow to the most important equipment first.
Implementing Effective Preventive Maintenance Procedures
With your foundation in place, it's time to transform your maintenance processes for peak efficiency.
Optimize Your Preventive Maintenance Schedule
Generic maintenance schedules waste resources and miss failure points.
The better approach is to target your maintenance schedule to the actual equipment need based on:
Usage-Based Maintenance:
Schedule PM tasks based on operating hours or production cycles rather than calendar dates. This approach ensures maintenance happens when equipment actually needs it.
Source: WorkTrek
Condition-Based Maintenance:
Monitor equipment health indicators to trigger maintenance only when necessary. Research shows this can reduce maintenance costs by 25% while improving equipment availability.
Risk-Based Intervals:
Adjust frequencies based on failure consequences. Critical equipment may need more frequent inspections while non-critical assets can extend intervals.
WorkTrek's preventive maintenance software enables dynamic scheduling that automatically adjusts based on meter readings, conditions, or custom triggers you define.
Standardize Your Preventive Maintenance Tasks
Consistency usually drives efficiency.
Standardized procedures ensure that every technician performs maintenance consistently, reducing human error and improving outcomes.
Essential elements of standardized PM procedures include:
Step-by-step task instructions with visual aids
Required tools and replacement parts lists
Safety protocols and lockout/tagout procedures
Inspection criteria with pass/fail thresholds
Time estimates for planning and scheduling
Digital checklists and mobile access ensure technicians follow procedures correctly while capturing valuable data for analysis.
Source: WorkTrek
Balance Preventive and Predictive Maintenance
While preventive maintenance forms the backbone of your program, combining it with predictive maintenance delivers superior results.
Industry data shows that 40% of manufacturing companies now use both strategies together.
Predictive techniques complement your PM program by:
Validating maintenance intervals with real-time data
Detecting issues that routine inspections might miss
Providing early warning signs of developing problems
Enabling more precise maintenance timing
Start with simple condition-monitoring techniques, such as vibration analysis or oil sampling, then expand as your team gains experience and confidence.
Leveraging Technology to Optimize Maintenance
Modern maintenance optimization is virtually impossible without technology support. The right tools transform maintenance operations from reactive chaos to proactive control.
The CMMS Advantage
A computerized maintenance management system serves as your optimization command center. Research indicates that 52% of industrial plants now use CMMS platforms, with adoption accelerating rapidly.
WorkTrek's CMMS solution provides the foundation for optimization through:
Automated scheduling: Eliminates missed PM tasks and ensures consistent execution
Mobile accessibility: Enables real-time updates from the field
Inventory management: Ensures parts availability without overstocking
Work order tracking: Provides visibility into maintenance activities
Performance analytics: Identifies optimization opportunities
Source: WorkTrek
The data is overwhelming: Organizations implementing CMMS-enabled maintenance see up to 40% cost reduction and 75% decrease in equipment downtime.
Data Analysis and Machine Learning
Your maintenance data becomes more valuable when analyzed properly. Machine learning models can identify patterns humans miss, predicting failures before they occur.
According to recent studies, 39% of maintenance leaders see knowledge capture as AI's most valuable contribution to maintenance, followed by reducing unexpected equipment failure at 36%.
These technologies enable:
Dynamic adjustment of PM intervals based on actual conditions
Identification of early warning signs invisible to human inspection
Optimization of spare parts inventory
Root cause analysis of recurring failures
IoT and Real-Time Monitoring
Internet of Things sensors (IoT) provide continuous equipment monitoring, transforming maintenance from periodic checks to constant vigilance.
Illustration: WorkTrek / Data: Straits Research
IDC projections estimate industrial IoT will generate $800 billion in economic value by 2024.
Real-time monitoring enables:
Immediate alerts when parameters exceed thresholds
Automatic work order generation for developing issues
Performance trending to optimize maintenance timing
Remote diagnosis reduces travel time for technicians
Overcoming Common Implementation Challenges
Even the best optimization plans face obstacles from both internal and external stakeholders. Here's how to overcome the most common challenges.
Challenge 1: Resistance from Maintenance Personnel
Change is hard, especially for experienced maintenance technicians comfortable with existing procedures.
Solution: Involve your maintenance team early in the optimization process. Studies show that 23% of companies cite employee buy-in as a significant challenge.
You can address this by:
Demonstrating how optimization makes their jobs easier
Providing comprehensive technical training
Celebrating early wins to build momentum
Creating feedback loops for continuous improvement
Challenge 2: Budget Constraints
Research indicates that 29% of maintenance managers cite budget limitations as a major obstacle.
Solution: Start small and scale gradually:
Focus initial efforts on critical assets with the highest ROI potential
Use existing data to justify investment with projected savings
Implement low-cost improvements or small pilots to first to demonstrate value
Consider cloud-based solutions with lower upfront costs
WorkTrek's flexible pricing enables organizations to start small and expand as they see results.
Challenge 3: Data Quality Issues
Poor or missing historical data undermines optimization efforts.
Solution: Don't let perfect be the enemy of good:
Start collecting data systematically, moving forward
Use estimates based on industry benchmarks where data is missing
Implement data validation processes to ensure accuracy
Gradually build your data set through consistent recording
Challenge 4: Balancing Production and Maintenance
Production pressure often forces teams to skip scheduled maintenance, creating a vicious cycle of reactive repairs.
Solution: Make maintenance non-negotiable:
Educate stakeholders on the actual cost of deferred maintenance, including replacement costs
Schedule maintenance during natural production breaks
Demonstrate how PM prevents costly production downtime
Track and report the impact of skipped maintenance
Measuring Success: Tracking Your Optimization Progress
You can't manage what you don't measure. Track these metrics to gauge your optimization success:
Equipment Performance Metrics
Equipment Uptime:
Target 95% or higher for critical assets. Studies show optimized programs can increase uptime by 10-20%.
Overall Equipment Effectiveness (OEE):
Combines availability, performance, and quality into a single metric. World-class OEE exceeds 85%.
Failure Rate Reduction:
Track the decrease in unexpected breakdowns. Successful programs achieve 70-75% reduction in failures.
Cost-Related Metrics
Maintenance Cost Reduction:
Optimized programs typically achieve 12-18% savings compared to reactive maintenance. Each dollar spent on preventive maintenance saves an average of $5 in emergency repairs.
Labor Hours Efficiency:
Monitor the shift from reactive to planned work. Target 80% of labor hours on scheduled maintenance.
Inventory Optimization:
Boston Consulting Group research shows a 15% improvement in spare parts management through optimization.
Source: WorkTrek
Process Efficiency Metrics
PM Compliance Rate:
Should exceed 90% for optimized programs. This directly correlates with reduced equipment failures.
Schedule Compliance:
Measures adherence to planned maintenance windows. Target 85% or higher.
Mean Time to Repair:
Industry data shows MTTR has increased from 49 to 81 minutes on average. Optimization should reverse this trend.
WorkTrek's reporting capabilities automatically track these metrics, providing real-time visibility into your optimization progress.
Advanced Optimization Strategies
Once you've mastered the basics, these advanced techniques can elevate your preventive maintenance program to world-class levels.
Reliability-Centered Maintenance (RCM)
RCM systematically evaluates each failure mode to determine the most effective maintenance strategy. This approach ensures every PM task directly addresses a specific risk.
The RCM process involves:
Identifying functions and performance standards
Determining functional failures
Identifying failure modes and root causes
Assessing failure consequences
Selecting appropriate maintenance strategies
Implementing and refining based on results
Total Productive Maintenance (TPM)
TPM engages operators in basic maintenance tasks, multiplying your maintenance capacity without adding headcount. Operators performing routine inspections and minor maintenance can:
Detect problems through daily equipment familiarity
Prevent issues through consistent basic care
Free skilled technicians for complex repairs
Foster ownership of equipment condition
Integration with Enterprise Systems
Connect your maintenance processes with broader business systems for holistic optimization:
ERP integration for seamless parts ordering
Production scheduling coordination to minimize conflicts
Quality systems to correlate maintenance with product defects
Financial systems for real-time cost tracking
Creating a Culture of Continuous Improvement
Optimization isn't a one-time project. It requires continuous effort and commitment from the organization. —it's an ongoing journey requiring organizational commitment.
Foster a Proactive Mindset
Shift your organization from reactive firefighting to proactive prevention:
Celebrate prevented failures, not just quick repairs
Make "good maintenance is invisible" your mantra
Reward teams for high PM compliance
Share success stories across the organization
Invest in Your Maintenance Teams
Your people are your greatest asset.
Research shows that 48% of companies struggle to hire and retain maintenance staff.
Support your teams through:
Regular technical training on new technologies
Cross-training to build versatility
Career development paths for advancement
Recognition programs for excellence
Embrace Data-Driven Decision Making
Let data guide your optimization efforts:
Base decisions on metrics, not opinions
Test improvements with pilot programs
Measure results and adjust accordingly
Share performance data transparently
The Future of Preventive Maintenance Optimization
The maintenance landscape continues evolving rapidly. Stay ahead by preparing for these emerging trends:
Artificial Intelligence and Machine Learning
AI transforms maintenance by analyzing vast datasets to automatically optimize processes.
Illustration: WorkTrek / Data: OpenTexts Blogs
Market Projections indicate the predictive maintenance market will reach $32.30 billion by 2030, growing at 27.4% CAGR.
Augmented Reality Support
IDC projects $4.1 billion will be invested in AR/VR for industrial maintenance by 2024, enabling:
Remote expert assistance
Interactive maintenance procedures
Accelerated training for new technicians
Visual documentation of completed work
Sustainability Integration
Environmental considerations increasingly influence maintenance strategies:
Energy-efficient equipment operation
Waste reduction through optimized parts usage
Extended equipment lifespan reduces replacement needs
Predictive maintenance prevents environmental incidents
Conclusion
The gap between organizations with optimized preventive maintenance processes and those stuck in a reactive mode continues to widen.
With Fortune Global 500 companies losing 11% of yearly turnover to unplanned downtime, the cost of inaction has never been higher.
But here's the good news: optimization doesn't require revolutionary change. Start with these immediate actions:
Assess your current state: Calculate your planned vs. reactive maintenance ratio
Pick your battles: Focus on your most critical assets first
Standardize procedures: Create consistent PM tasks and schedules
Embrace technology: Implement a CMMS platform like WorkTrek to automate and track
Measure and adjust: Use data to refine your approach continuously
Remember, 91% of businesses report reduced repair time after implementing optimized maintenance strategies. Your facility can achieve similar results.
The tools exist. The strategies are proven. The potential savings are massive.
The only question is: When will you start optimizing?
Your equipment is waiting. Your bottom line is waiting. Your competitive advantage is waiting.
Take the first step toward optimization today.
Make your work easier.
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