FieldCircle Official Blog - Latest News & Insights https://www.fieldcircle.com/blog/ Mon, 28 Apr 2025 09:14:21 +0000 en-US hourly 1 How to Drive Growth in Commercial Cleaning: Strategies Cleaning Businesses must follow https://www.fieldcircle.com/blog/cleaning-business-growth/ Thu, 13 Jun 2024 05:15:41 +0000 https://www.fieldcircle.com/?p=18017 The cleaning industry is registering constant growth, as shown by the rising cleaning services market which is projected to reach $476.13 billion in 2028 at a compound annual growth rate (CAGR) of 8.1%. If we talk about the US, the market is expected to grow by 6% by 2030. The rise in the jobs also … Continue reading How to Drive Growth in Commercial Cleaning: Strategies Cleaning Businesses must follow

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The cleaning industry is registering constant growth, as shown by the rising cleaning services market which is projected to reach $476.13 billion in 2028 at a compound annual growth rate (CAGR) of 8.1%. If we talk about the US, the market is expected to grow by 6% by 2030.

The rise in the jobs also holds a proof for a rising growth trend. Employment in the cleaning and janitorial services industry is expected to grow by 6.08% by 2029. The cleaning industry in the US is experiencing above-average job growth at a rate of 10%, which is 3% higher than the national average for all other industries.

Overall, we see a promising future for the industry, which is witnessing an influx of new players, when there are already established names. In this cut-throat competition, as a commercial cleaning business if you set out to carve your identity you need to follow certain proven strategies to become successful in a short span.

So, embrace these strategies that we have brought here and stick to them to build a solid existence.

10 Strategies to Grow your Commercial Cleaning Business

Strategies to Grow your Commercial Cleaning Business

These strategies discussed here work in tandem, so we need not see them as strategies that work individually. They work as a part of your strategy framework, and can be used in combination with other strategies. Read through, embrace and implement them to establish yourself as a leading commercial cleaner.

Have a Robust Business Plan

“Every minute you spend in planning saves 10 minutes in execution; this gives you a 1,000 percent return on energy!” These pithy words of Brian Tracy goes well with business planning and commercial cleaning is not left from the fold.

A plan serves as a basic foundational element to steer your cleaning business. By defining clear goals for your business, it lays the foundation for operational efficiency, client acquisition, and long-term business growth. But the planning process cannot be static in nature. There will be a plan at the outset, when you start your business. Every new initiative or transformation program will also have a plan. Ideally, your business plan should be composed of these components:

  • Detailed description of the specific cleaning services offered
  • Identification of the primary industries or sectors targeted for cleaning services along with an analysis of their specific cleaning needs and preferences.
  • Assessment of local competitors in the commercial cleaning industry, including an analysis of their pricing, services offered, and market positioning.
  • Description of the operational workflow, including the cleaning processes, equipment, and supplies needed.
  • Strategies for recruiting and training cleaning staff, ensuring they are equipped with the necessary skills and knowledge in cleaning techniques, safety procedures, and customer service.
  • Forecast of the startup costs, revenue projections, and profit and loss estimates based on market analysis, pricing strategy, and operational expenses.
  • Identification of the licensing, permits, and health and safety regulations required for operating a commercial cleaning business in the area, along with plans for compliance.
  • Assessment of potential risks to the business (e.g., liability issues, equipment failure) and strategies for mitigating these risks to ensure business continuity.

Build a Vast Referral Network

As a thumb rule, implementing a customer referral program where existing clients are rewarded for referring new commercial clients to incentivize word-of-mouth marketing. However, building a referral network in commercial cleaning is a challenging task as it differs from building a network compared to residential cleaning. The chances of getting references of other commercial prospects from your existing business clients are slim. So, you must explore other channels to expand the reach.

The local chamber of commerce could be a great channel for networking, where enterprises converge to forge alliances. Participating in chamber events, sponsoring local business functions, and volunteering for committees will help raise awareness of your services among fellow business owners.

On similar lines, attending industry-specific networking events, trade shows, and business gatherings will prove to be beneficial. These events provide opportunities to connect with decision-makers in various industries. By tapping into multiple referral streams, you will be able to hedge against dependency on any single source, and have a steady influx of qualified leads.

3. Explore all Digital Marketing Channels

We live in digital times in which digital channels define competition and digital channels help win in the competition. Drawing inspiration from those leading by example is the best thing to follow. Take for instance, ServiceMaster Clean, which has a nice online presence:

Service Master Clean website

Service Master Clean has an informative website which is discoverable over the internet, which means they have been investing efforts on SEO as well, and not just maintaining a web presence.

To get commercial leads, a good online presence is must not only in the form of a website but also across other channels like social media platforms and third-party websites. Make sure that you have a presence on Facebook, Instagram, and Twitter, and regularly engage with your audience via information and feedback. Then use prospecting on LinkedIn to increase your chances of widening your net and eMail marketing to hit specific targets.

Given the tough competition, investing in advertisements is one nice step to take. Besides traditional channels, use search-engine specific advertising strategies to be easily discoverable. This is one low-cost investment that will fetch handsome outcomes in the long-run.

4. Strive for Quality

As the adage goes “great service quality can do miracles”, your service quality will define the long-term success of your business. All your other strategies will be of no use, if you are not maintaining service quality. You should not deliver service only because you have to deliver, but must deliver it keeping quality in mind. So make this delivery process KPI driven by defining these service quality KPIs:

  • Client Satisfaction Score: Measures the overall satisfaction of clients, typically gathered through surveys.
  • Service Completion Rate: Tracks the percentage of cleaning tasks completed on time and according to the client’s specifications.
  • Complaint Resolution Time (CRT): Measures the average time taken to resolve client complaints.
  • Employee Productivity (EP): Measures the amount of work completed by cleaning staff within a given timeframe.
  • Inspection Scores (IS): Provides a quantitative assessment of cleaning quality.

Feedback is another mechanism to bring improvement in the quality of your service. Use it as an input to the KPI-driven improvement process. Gather feedback from your clients using surveys and regular follow ups, where you ask them to rate your quality and also seek suggestions for improvement.

5. Adopt a Technology-based model

There is no single reason why you should build a strong technology-driven model. If you are the one who thinks that cleaning businesses can thrive without technology or misled by the perception that technology has nothing to do with cleaning, you are moving your business towards a doom.

From efficiency and productivity, and securing competitive advantage, technology does it all to future proof your business and generate new revenue streams. Based in Toledo, Ohio, Next Door has incorporated technology into their operations right from the start. It uses technology for its cleaning services like carpet cleaning, hard tile cleaning, and disinfecting.

With the help of autonomous sweepers, robotic vacuums, and UV disinfection robots, you can heighten the efficiency of your cleaning operations and massively reduce the service time. Based on AI, these automated equipment such as vacuum cleaners come with features like scheduled cleaning and dirt detection and offer consistency in cleaning. Due to their immense potential to transform cleaning operations, the demand for cleaning technology like ultrasonic cleaning has been rising.

As a part of the technology model, you must have mobile apps for task management. These apps will help you take prompt actions for reported issues and bring transparency to the process.

6. Partner and Outsource for benefits

Collaboration is an essential part of business operations. You partner with vendors for reliable access to quality cleaning products and equipment. Then you partner with related companies to outsource some tasks for cost advantage. Additionally, it also benefits you in terms of cross-promotion and fetching new clients. Moreover, partnerships with environmental organizations or green certification bodies boost your credibility and attract eco-conscious clients. Exhibit partnerships across spectrum by collaborating with

  • Real Estate Agencies: Partnering with real estate agencies will lead to contracts for cleaning services in commercial properties that are being sold or rented out.
  • Property Management Companies: Building relationships with property management companies will result in contracts for cleaning services in residential complexes, office buildings, and other managed properties.
  • Office Supply Providers: Partnering with office supply companies will help in cross-promotional opportunities and referrals for cleaning services in office environments.
  • Janitorial Supply Companies: Collaborating with suppliers of cleaning equipment and products gives access to high-quality supplies at competitive prices.
  • Facilities Management Companies: Partnering with facilities management companies will give access to contracts for comprehensive facility maintenance services, including cleaning, landscaping, and maintenance.
  • Local Businesses: Forming partnerships with local businesses, such as restaurants, retail stores, and medical facilities, will result in contracts for regular cleaning services.
  • Event Management Companies: Partnering with event management companies will provide contracts for post-event cleaning services in venues and event spaces.
  • Environmental Services Providers: Collaborating with companies that offer environmental services, such as waste management or recycling enhances the sustainability aspect of the cleaning company’s offerings.
  • Insurance Providers: Partner with insurance companies for cost-effective insurance solutions tailored to the specific needs of cleaning businesses, providing financial protection and peace of mind.
  • Community Organizations: As said earlier, build collaborations with community organizations, such as local chambers of commerce or business associations for networking opportunities and referrals for cleaning services.

7. Rest every Decision on Data

The necessity for commercial cleaners to use data for every single decision is underscored by its transformative impact on performance areas. You will see that in your commercial cleaning operations, data will come from many major and minor processes – from customer feedback to automation systems. Use them for cleaning patterns analysis, supply usage monitoring, and monitoring your environmental commitment.

Customer feedback serves as a foundational pillar in the framework of data-driven cleaning strategies. Direct insights provided by customers illuminate areas requiring attention and adjustments in cleaning schedules and you can align your cleaning efforts with user expectations. The American Dream Mall in Miami serves as a compelling example. It used data to synchronize cleaning efforts with foot traffic patterns and prioritize high-traffic areas.

By discerning peak usage times and frequented areas, cleaners optimize resource allocation, so that high-traffic zones remain available during busy periods while conserving resources during quieter times. Data also serves as a pivotal element for introducing new features, such as fragrances or aromatherapy into cleaning routines, as you can meticulously evaluate their impact on customer satisfaction and staff performance in the launch phase.

8. Focus on a Niche

Commercial cleaning covers a broad spectrum of cleaning services. You must be clear on which type of cleaning services make your core forte. To distinguish yourself in the crowd, focus on differentiation.

You might be specializing in catering cleaning services to a specific industry. Make the businesses from that industry hear about your niche. Business clients are more likely to stay with a company that meets their specific needs and offers something they cannot easily find elsewhere.

If you are a provider that caters medical cleaning, then build a strong message and make use of diverse channels as we highlighted earlier to reach out to your customers. Over the period of time, you will be able to build a strong brand identity associated with that niche, and make it easier for your customers to remain with your services.

9. Be Adaptive

Businesses operate in an age when adaptability defines their future. “All failure is the failure to adapt; all success is successful adaptation,” remarked Max McKeown, a renowned strategy consultant.

Traditionally, commercial cleaning focused on basic sanitation and aesthetics. With time this perception changed and began pushing the industry towards more rigorous hygiene protocols and advanced disinfection techniques.

Simultaneously, technological advancements began revolutionizing the commercial cleaning sector. Automation and robotics, such as autonomous vacuum cleaners and scrubbers become a part of the operations. Now, technologists are mulling to bring cleaning within the scope of IoT. Then, green cleaning technologies and eco-friendly products started gaining traction to meet sustainability goals and reduce environmental impact.

There is no fixed scenario within which commercial cleaners can operate. What is relevant today may soon become obsolete – may it be a practice, technology, or an approach. Commercial cleaning companies must therefore depict a high-degree of flexibility, where they are ready to embrace technology.

10. Maintain a Strong Professional Image

Can you survive without a brand in the long-term? Of course not. A brand allows you to reflect your commitment to quality in the market and maintain a healthy existence.

Building a formidable brand for a commercial cleaning business hinges on cultivating an impeccable reputation. Consistently delivering sterling service will lay the cornerstone for a rock-solid reputation. Things like having a good uniform for your staff and a logo adds to the service aspect, and polishes your image.

To manage and maintain your reputation, encourage satisfied clients to offer positive reviews on listing sites like Google My Business and Yelp, and also across different social media platforms. These testimonials are gold dust but play a key role in enhancing credibility and increasing visibility. Take out time to respond to reviews, whether laudatory or critical, so as to demonstrate that you value feedback and are committed to perpetual improvement.

Takeaway

The commercial cleaning industry is transforming to meet contemporary demands for health, efficiency, and sustainability. Cleaning companies that embrace the above-discussed strategies and innovate continuously will be better positioned to meet these demands.

Technology adoption is one critical success lever that commercial cleaners must mull. FieldCircle offers a highly capable cloud-based cleaning software that provides a comprehensive set of all essential functionalities for any janitorial business.

Integrating our cleaning application in your strategy framework will assist you in building each of these strategies and simplify the mammoth task of executing each of them. Learn from our experts how to make this possible and grow your cleaning business with our tool.

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Cleaning Business Challenges: Navigating Through Tough Spots https://www.fieldcircle.com/blog/cleaning-business-challenges/ Wed, 12 Jun 2024 07:03:53 +0000 https://www.fieldcircle.com/?p=21255 The cleaning industry, today, is incredibly different as compared to years gone by. The global janitorial service market size is poised to be valued at USD 322.95 billion by 2027, with the growth expected at a CAGR of 3.1% during the forecast period. With the growth has come evolving challenges around regulatory, technical, and environmental … Continue reading Cleaning Business Challenges: Navigating Through Tough Spots

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The cleaning industry, today, is incredibly different as compared to years gone by. The global janitorial service market size is poised to be valued at USD 322.95 billion by 2027, with the growth expected at a CAGR of 3.1% during the forecast period. With the growth has come evolving challenges around regulatory, technical, and environmental dimensions.

From managing schedules to addressing unexpected challenges on job sites, the responsibilities of a cleaning professional extend far beyond the surface level. Each encounter demands committed efforts, work ethics and professionalism, where a misstep can undermine the reputation of the entire janitorial business, and give opportunity to competitors.

In response to these challenges, innovative solutions tailored to the janitorial and cleaning industry have emerged to transform the way operations are managed. Far more than just scheduling tools, these solutions offer comprehensive suites of features designed to optimize workflows and enhance customer satisfaction.

What are these challenges and how can cleaning businesses overcome them? Read on to explore.

Biggest Challenges for Cleaning Businesses and How to Overcome them

Cleaning Business Challenges
The face of the cleaning industry is constantly changing and so too are challenges that the industry is witnessing from different corners. We look at the some of the biggest challenges that industry leaders have cited, and possible solitions to navigate through these challenges.

1. The Ever-Present Battle with Competition

In the United States alone, there are over one million janitorial service businesses that keep jostling for attention. What makes this arena particularly fierce is the ease with which newcomers can join the fray. With low startup costs, the barrier to entry is minimal, which can easily result in a flood of competitors. However, this influx often comes with a downside – most newcomers run the risk of prioritizing quantity over quality, cutting corners on both service and pricing.

There are companies that offer similar services. So, if you are into residential cleaning, you will see that there is no dearth of professional residential cleaners. The intense competition makes it difficult to distinguish oneself from the pack. While offering unique add-ons or specialized services might provide a temporary edge, it’s often insufficient in the long run.

Adding to the complexity, some clients of cleaning businesses are solely fixated on the bottom line, as they prioritize the lowest price above all else. With this comes an uphill task for higher-quality to justify their value proposition. Businesses have to take extra efforts to educate clients about the merits of professional, reliable services.

Then, you have established giants where clients are associated with the business for many years. Unseating these behemoths requires not just offering superior service but also strategic maneuvers to chip away at their market dominance.

Strategies for cleaning businesses to overcome competition:

  • Price strategically for first time customer, big discounts to let them get a taste of your services.
  • Focus on a niche market or service area where you can excel and stand out from competitors.
  • Consistently deliver exceptional cleaning results to build a reputation for reliability and excellence.
  • Monitor online reviews and address any negative feedback promptly to maintain a positive reputation.
  • Offer additional services such as organizing, decluttering, or eco-friendly cleaning options to attract and retain customers.
  • Price competitively while still ensuring profitability, and consider offering bundled services or discounts.

2. Managing Operational Costs

The dynamic landscape of the cleaning industry exacerbates the task of managing operational costs. Foremost among the financial burdens is the payroll for cleaning personnel—not necessarily because the personnel cost is high, but often due to operational inefficiencies. Addressing these inefficiencies is crucial not only for cost control but also for cash flow optimization, allowing businesses to better align outgoing payroll commitments with incoming revenue cycles.

For small cleaning and janitorial businesses, the upkeep of cleaning equipment typically ranges between $2000 and $10,000 annually. Marketing and advertising expenditures amount to an average of $5000 to $20,000 per annum, contingent on company size and promotional strategies employed.

Due to these and other myriad of expenditures entailed in day-to-day operations managing operational costs in a cleaning business presents a formidable challenge. Variables such as the company’s scale, geographical location, and the nature of services rendered contribute to fluctuations in expenses. How a cleaning business optimizes scheduling remains critical because that can impact efficiency as well as top and bottom line of the business.

Moreover, striking a delicate equilibrium between delivering quality services and maintaining cost efficiency proves difficult. Investments in employee training, state-of-the-art equipment, and top-tier supplies are also essential for upholding service standards, albeit at a considerable financial outlay. Here is list of ways how field service businesses can reduce cost and the same applies to cleaning businesses as they have similar processes.

Strategies to manage cost related challenges for cleaning businesses:

  • Focus on employee retention, always rewards in the long run.
  • Face inventory and supply pilferages? If yes, bring more transparency and control in supplies management.
  • Plan cleaning routes to minimize travel time and fuel costs. Grouping nearby clients on the same day can reduce transportation expenses.
  • Maintain optimal levels of cleaning supplies to avoid overstocking or running out of essentials. Go for bulk purchasing to save on unit costs.
  • Use energy-efficient cleaning equipment and tools to reduce utility bills. Upgrading to modern, energy-saving devices may have an initial cost but can result in long-term savings.
  • Hiring temporary or part-time workers during peak seasons can help manage workload without incurring unnecessary payroll expenses during slower periods.

3. Managing Health and Safety

Health and safety is a concern in commercial cleaning due to the demanding nature and diverse work environments. Cleaners often endure physically taxing tasks like mopping, lifting heavy objects, and operating cumbersome cleaning machines, leading to strains and injuries. A joint study by UNISON and the Health & Safety Executive revealed that 20% of cleaners suffered aches and pains necessitating time off work due to equipment use.

Moreover, slips, trips, and falls constitute 29% of non-fatal accidents in this sector. Exposure to hazardous chemicals further compounds health concerns, including skin irritations and respiratory issues. Complicating matters, the industry’s multifaceted settings require adaptable safety protocols. Additionally, high turnover rates have to be dealt with efficiently without compromising safety practices.

Steps to overcome head and safety challenges in cleaning business:

  • Encouraging or providing appropriate PPE, such as gloves and masks.
  • Understand the potential hazards associated with each chemical used and provide appropriate safety data sheets (SDS) for reference.
  • Implement warning signs or barriers in wet or freshly cleaned areas to alert people to potential slip hazards.
  • Use slip-resistant floor mats or coatings in areas prone to moisture or spills to enhance traction and reduce slip risks.
  • Regularly inspect floors for spills, leaks, or other hazards and promptly address these issues to prevent accidents.
  • Implement proper labeling of chemical containers with clear identification of contents, hazards, and handling instructions.
  • Establish procedures for the proper disposal of unused or expired chemicals in compliance with local regulations to prevent environmental contamination.

4. Managing Accountability and Task Monitoring

The nature of cleaning work often involves staff operating independently across diverse locations, which makes direct oversight difficult for managers. For instance, in the absence of a monitoring mechanism, a cleaning company servicing multiple office buildings will struggle to monitor the productivity of cleaners spread out across different floors or sites. Factors like the size of facilities and specific cleaning requirements will significantly influence the workload for cleaning staff.

The subjective nature of cleanliness is another issue, as different individuals may offer varying standards, making it hard to objectively quantify productivity. For example, one cleaner may consider a surface sufficiently sanitized while another may deem it inadequate. Added to this are high turnover rates which will disrupt accountability efforts and lead to inconsistencies in performance tracking.

Tips to bring accountability and transparency in cleaning business:

  • Utilize digital platforms like cleaning business software for work assignment, tracking, and monitoring.
  • Regularly review performance against KPIs to monitor accountability. Here a list of top KPIs field service businesses follow
  • Maintain detailed records of tasks completed, including dates, times, and any relevant notes, to track accountability and performance over time.
  • Collect internal and external stakeholders’ feedback and reviews and perform period performance evaluation.
  • Carry out internal and external audits to periodically evaluate the quality of each cleaning process.

5. Staffing Woes: Recruitment and Retention

The cleaning industry is one of those industries that suffers from a high turnover rate – as high as 200%. To sustain a team of 80 workers with a 200 percent turnover rate, the cleaning company must recruit 160 new employees each year, at a cost of $1200 per hire. This totals $192,000 in annual recruitment expenses. These funds could otherwise be allocated to equipment, technology, and training initiatives, but are going into mere recruitment.

The high-turnover is caused by the demand. As per Glassdoor, there are over 14,400 janitorial jobs in the US, which showcases how the demand for skilled workers is high, and cleaning professionals have a good scope to make a move.

On the flip side, the perception of cleaning jobs as low-skilled and low-paying creates a barrier to attracting talent. Many individuals don’t view cleaning as a viable long-term career option, leading to frequent turnover.

The physical demands of the job, including repetitive tasks and exposure to chemicals, dissuade potential candidates. Combined with comparatively lower wages and limited opportunities for career progression, it becomes challenging to retain employees.

Tips for hiring and retention in cleaning and janitorial services businesses:

  • Invest in training and development programs to upskill existing staff and attract new talent by offering opportunities for career advancement.
  • Outline clear career paths within the company, demonstrating opportunities for advancement from entry-level positions to supervisory or management roles for motivated employees.
  • Implement recognition programs to acknowledge employees’ hard work and dedication
  • Build a culture of open communication, feedback, and employee involvement in decision-making processes.
  • Promote a healthy work-life balance by minimizing overtime requirements and providing support for employees’ personal commitments outside of work.
  • Lastly and while it may sound outrageous, bring profit sharing plans on work orders or overall business’ performance parameters. Nothing beats having skin in the game

6. Navigating Customer Expectations and Satisfaction

Meeting the exacting standards of cleanliness, hygiene, and service quality set by customers poses a formidable task in any cleaning business. Customers harbor lofty expectations, consistently demanding impeccably maintained spaces. Yet, obtaining accurate feedback to gauge satisfaction can be difficult. Traditional methods like client visits or surveys often fall short, as they are plagued by politeness bias or low response rates.

Language barriers, miscommunication, or inadequate feedback mechanisms create high chances of misunderstandings, with the needs going unmet. Clients can feel frustrated if their concerns are not addressed promptly or if there is a lack of transparency regarding cleaning schedules and procedures. They will switch easily to another service provider as there is no dearth of options.

Tips to navigate customer expectations and experience in cleaning businesses:

  • Clearly communicate services offered, pricing, and any limitations upfront to manage expectations effectively.
  • Offer customizable cleaning packages to meet varying customer needs and preferences.
  • Implement rigorous quality control measures for consistent service quality.
  • Be transparent about cleaning methods, products used, and any environmental or health considerations to build trust with customers.
  • Utilize technology such as scheduling apps, online booking platforms, and digital communication tools to offer convenience to customers.

7. Regulatory Compliance and Safety Concerns

For health and safety compliant operations, janitorial and cleaning businesses must strictly adhere to the regulations such

  • Occupational Safety and Health Administration (OSHA) Regulations
  • Environmental Protection Agency (EPA) Regulations
  • Hazard Communication Standard (HCS)
  • Occupational Exposure to Hazardous Chemicals in Laboratories (OEHCiL)
  • Cleaning Industry Management Standard (CIMS)
  • Waste Management Regulations

Each of these regulatory agencies have the authority to impose fines and penalties for non-compliance. These fines can range from relatively minor amounts to substantial financial burdens, depending on the nature and severity of the violation. For example, OSHA penalties for serious violations will range from thousands to tens of thousands of dollars per violation.

As clients are keen about compliances, they will terminate contracts or choose not to renew agreements with a janitorial business that demonstrates a pattern of non-compliance with regulations. To address violations and bring operations into compliance with regulations, they will incur remediation costs.

While bring compliant is a necessity, your employees’ safety is your responsibility as well and there are many things to do for safety of your field service team that you may adopt.

Strategies for cleaning businesses to address regulatory challenges:

  • Implement comprehensive training programs for staff regarding safety protocols, regulations, and the right cleaning techniques.
  • Conduct regular audits to ensure compliance with local, state, and federal regulations regarding cleaning chemicals, equipment, and safety measures.
  • Maintain accurate records of cleaning schedules, safety inspections, and staff training
  • Develop and regularly review emergency response plans to address accidents, spills, and other safety incidents effectively.
  • Join relevant cleaning industry associations and stay updated on new regulations, safety guidelines, and industry trends through networking and educational opportunities.

8. Technological Integration and Innovation

Technological investment is tough to pull off and not within the scope of many cleaning firms. While the importance of making use of the latest might be very well known, the budget might not allow it. In cases, where budget is not a concern, the traditional outlook will jeopardize the process, keeping it stuck in the old loop.

Apart from subscribing to technologies like field service system or cleaning software, costs around the integration process will come from maintenance of technological infrastructure and training staff in making its use. The fear that these factors cause result in resistance to change which hampers technology adoption. Even if the top management proposes a transformation blueprint, frontline employees will be reluctant to adopt new systems and require support in transitioning to new ways of working.

Strategies for cleaning businesses to manage technology challenges:

  • Seek assistance from a professional technology consultant to extract the potential of IoT, AI, and other technologies.
  • Utilize data analytics to analyze cleaning patterns, identify areas of high traffic or contamination, and optimize cleaning schedules accordingly.
  • Utilize VR simulations for training employees on proper cleaning techniques, equipment operation, and safety protocols.
  • Incorporate IoT devices to monitor cleaning supplies usage, and equipment performance.

9. Marketing Your Cleaning Business

Many businesses in the sector still rely heavily on traditional marketing methods such as cold calling or distributing printouts. These approaches are no longer effective in reaching and engaging modern consumers who are increasingly turning to digital platforms for their needs.

Furthermore, changing customer behaviors add another layer of complexity. With more consumers seeking cleaning services online, businesses must adapt their marketing strategies accordingly. However, this shift can be daunting for traditional cleaning companies accustomed to more conventional advertising methods.

Compounding these challenges is the reality of operating within tight financial constraints. Many cleaning businesses struggle to allocate sufficient resources to marketing efforts, and they are not able to invest in digital strategies necessary for staying competitive.

Tips on how to market your cleaning and janitorial business:

  • Use Videos, in everything. Invest on building professional service overview videos.
  • Build short videos while performing service, of various service categories and use them on social and on site.
  • Establish a professional website with clear service offerings, testimonials, and contact information. Build something that’s different from competition.
  • Utilize social media platforms to engage with the audience and showcase work.
  • Optimize online content for local search by including location-specific keywords and maintaining consistent business listings across directories.
  • Offer tailored cleaning packages for specific industries or niches, such as residential cleaning, commercial office cleaning, post-construction cleaning, or eco-friendly cleaning services.
  • Showcase dramatic before-and-after images or videos of spaces cleaned by your business.

10. Transitioning to and Sustaining Green Cleaning

Going green entails perfusing sustainable practices across policy, processes, practices, and profit. In terms of cost, green cleaning products and practices may initially be more expensive than traditional alternatives. Organizations focused on short-term profits thus find themselves deterred from adopting sustainable practices.

Resistance to change, as highlighted earlier too, is another stumbling block. Implementing green cleaning practices often requires changes in processes, products, and employee habits, and without change it is not possible to embrace green practices. Last but not least, the idea of sustainability requires a strong adherence to compliances and regulations, and it becomes a tough process while aiming for the highest performance levels.

Tips to manage resistance to green and environment friendly cleaning products:

  • Prioritize products certified by globally recognized ecolabel certification programs (e.g., Eco Global Label, Green Seal Environmental Standard, EU Ecolabel).
  • Aim for at least 75% of general-purpose cleaning items to be approved for environmentally safe usage.
  • Implement Service Level Agreements (SLAs) with service providers for commercial or institutional buildings.
  • Align cleaning practices with Energy Efficiency Assessment, Building Carbon Footprint Assessment, and Building Indoor Environment Quality Services.
  • Develop policies aligned with Environmental Sustainability principles and Green Cleaning standards (e.g., GS-42).

Conclusion

We adeptly outlined typical challenges confronting the commercial and industrial cleaning companies, and emphasized the need for recognition and support for cleaners, alongside strategic initiatives for cleaning business owners.

Cleaning business software is a formidable solution for overcoming these industry challenges. With its many features, the tool allows companies to effectively differentiate themselves in the competitive landscape. Understand from our team, how FieldCircle’s top-rated cleaning business software can be your mainstay to building a productivity-driven cleaning business.

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How To Develop Effective Maintenance Supervisors For Operational Success https://www.fieldcircle.com/blog/effective-maintenance-supervisors-for-operational-success/ Thu, 23 Nov 2023 11:23:58 +0000 https://www.fieldcircle.com/?p=16629 “A leader is best when people barely know he exists. When his work is done, and his aim fulfilled, they will say: “we did it ourselves,” are the wise words of Lao Tzu.  Even in maintenance operations, when workflows function smoothly, technicians say we did it. No one can even doubt the role of technicians, … Continue reading How To Develop Effective Maintenance Supervisors For Operational Success

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“A leader is best when people barely know he exists. When his work is done, and his aim fulfilled, they will say: “we did it ourselves,” are the wise words of Lao Tzu. 

Even in maintenance operations, when workflows function smoothly, technicians say we did it.

No one can even doubt the role of technicians, but behind the curtain is a supervisor who keeps relentlessly following every process and person, monitoring and managing every activity, dotting the i’s and crossing the t’s.

Maintenance supervisors are architects of operational success, as their leadership and supervision skills are the driving force behind a well-functioning team and operations. They shape the trajectory of your maintenance processes and take it in a positive direction. 

As frontline staff members, supervisors are pivotal as they serve as a bridge between top management and technicians. 

Building effective supervisors is a nuanced task that goes beyond the management of routine tasks. Your supervisors must exhibit varied capabilities and involve themselves in people and processes actively. This translates into the challenge of ensuring that they possess necessary technical and management skills that align with your organizational goals. 

As you might find yourself stuck as to what course to follow to build great supervisors, we offer these valuable tips.

Steps to Develop and Have the Best Supervisors in Your Maintenance Team

Supervisory powers are important in maintenance management as they dictate the efficiency of operations. New supervisors and managers entering your team must grasp the necessary skill sets while existing ones must be made aware of balancing authority with collaboration and made to adapt to emerging trends. Against this backdrop, follow these steps to have the top supervision talent and build a resilient and high-performing maintenance team.

Build a Joint Vision

When all your supervisors are on the same page they work as a unified force and align their efforts with a shared commitment towards enhancing operational efficiency. Clarity of purpose allows them to direct their energies and delegate tasks and responsibilities in the most optimum manner.

A clear and concise mission that reflects the organization’s values and objectives related to maintenance activities promotes collaboration and minimizes misunderstandings. It becomes easier to prioritize tasks, allocate resources efficiently, and make decisions that align with the overall maintenance strategy.

Understanding these objectives is essential for effective shift planning. Supervisors should be able to analyze and anticipate the unique challenges and tasks associated with each shift. Only by aligning the purpose with shift-specific objectives, they can develop targeted plans that address the particular maintenance needs during that time frame.

For instance, a night shift may prioritize preventive maintenance tasks to minimize disruptions during the day when production is at its peak. On the other hand, a day shift may focus on addressing immediate equipment issues to support ongoing operations.

Empower with a Proactive Approach

Traditionally, the focus was primarily on preventive maintenance, which involved scheduled inspections and repairs to forestall potential issues. However, predictive maintenance has been replacing it as leaders are adopting proactive maintenance strategies.

As PWC has brought forward, predictive maintenance decreases costs by 12%, extends the lifetime of an aging asset by 20%, and reduces safety, health, environmental, and quality risks by 14%. So it has become one of the must-have skills for today’s maintenance supervisors.

Equip your supervisors with capabilities to harness predictive maintenance technologies such as sensors, data analytics, and machine learning to foresee equipment failures so that they can precisely plan and minimize downtime. Adeptness in predictive maintenance not only optimizes asset performance but also goes hand in hand with the idea of data-driven decision-making.

Create a mandate for Industrial Hygiene

Supervisors act as the linchpin between management directives and frontline workers, which necessitates them to be well-versed in workplace health and safety practices. It can help in proactively identifying and mitigating potential risks and is necessary to build an environment where employees are cognizant of potential hazards. Moreover, supervisors should be trained in translating complex safety guidelines into actionable directives for their teams.

At least in facilities management, nearly 27% of managers covered in a survey do not think that employees are aware of potential hazards and how to report any risk. This gap can be bridged by supervisors who should be held accountable to ensure good health and safe conditions for workers in every operational activity.

Smooth the way for Guideline Acquaintance

Professionals with strong adherence to norms exhibit exemplary supervisor skills, showcasing their ability to manage and lead a team within legal and ethical frameworks. However, technicalities involved in these regulations, ranging from equipment maintenance procedures to safety protocols, demand comprehension, and implementation prowess.

The specific standards relevant to supervisory responsibilities will depend on the industry, the nature of the business, and the types of equipment and systems involved. In general, you should guide your maintenance supervisors to be thorough with:

Occupational Safety and Health Administration (OSHA) Standards: Covers various aspects of workplace safety, including hazard communication, machine guarding, and personal protective equipment.

National Electrical Code (NEC): Governs electrical installation and maintenance practices to ensure the safety of electrical systems.

Environmental Protection Agency (EPA) Guidelines: Encompasses regulations for environmental compliance, addressing issues such as waste disposal and emissions control.

Industry-Specific Certifications: Supervisors should be familiar with certifications relevant to their specific industry, covering specialized safety and maintenance protocols.

ISO Standards: Denotes international standards that provide guidelines for quality management, environmental practices, and occupational health and safety.

NFPA (National Fire Protection Association) Codes: Addresses fire prevention and protection measures to ensure the safety of personnel and facilities.

Ergonomics Standards: Offers guidelines for designing workspaces and tasks to optimize human well-being and overall system performance.

Building Codes: Provides applicable local or national building codes that dictate construction and maintenance requirements for structures.

ANSI (American National Standards Institute) Standards: Covers a wide range of topics including safety, performance, and testing criteria for various products and systems.

FDA (Food and Drug Administration) Regulations: This applies especially in industries involved in the production of pharmaceuticals, food, or medical devices.

Familiarity with these standards equips supervisors with the necessary tools to cultivate a culture of compliance, enhancing both operational efficiency and the overall safety of the workforce.

Instill Brain Twisting and Teasing Brilliance

Problem-solving and critical thinking skills are indispensable for every supervisor in maintenance due to the dynamic nature of operations. In scenarios where a critical piece of machinery unexpectedly malfunctions, the supervisor should swiftly diagnose the issue, weighing various potential causes. For instance, if a production line grinds to a halt due to an unidentified problem, the ability to analyze the situation critically enables in promptly identifying the root cause.

Moreover, in preventive maintenance planning, problem-solving skills come into the picture. The supervisor needs to anticipate potential issues and develop strategies to mitigate risks before they disrupt operations. The ability to solve problems and think critically comes into play during scheduling optimization, evaluating different maintenance strategies, and weighing the costs and benefits to optimize the performance and longevity of equipment. If we talk about resource management, managers with strong problem-solving and critical thinking abilities can efficiently allocate manpower and resources.

As Machine Lubrication mentions, your supervisors should divide problem-solving into these four levels so that they can address a maintenance problem with the right approach:

Immediate Reaction: Address the problem when it arises and subsequently disregard it until its recurrence.

Adaptation: Learn to coexist with the problem by making adjustments to accommodate its symptoms.

Anticipation: Tackle the underlying causes of the problem through the application of preventive techniques.

Proactive Approach: Change the conditions that gave rise to the problem initially, emphasizing a forward-thinking and preventive stance.

With these categories, your supervisors will guide the maintenance teams with the most appropriate course of action applicable for a given situation.

Empower with a CMMS

Equipping maintenance supervisors with a Computerized Maintenance Management System (CMMS) is essential for building new-age smart supervision skills.

In the first place, excellent CMMS software acts as a centralized platform for supervisors, and they can organize and manage work orders, asset information, and preventive maintenance schedules with ease. Next, the maintenance software improves coordination and cooperation among maintenance teams through real-time communication features and its mobile-friendly nature.

Supervisors can assign tasks, track progress, and communicate with team members seamlessly, promoting collaboration and swift issue resolution. So, irrespective of where members are positioned at the moment, they can connect with a member and engage in discussion. Thanks to mobile CMMS capabilities!

Most importantly, CMMS analytics features empower supervisors with data-driven insights. They can analyze historical maintenance data to identify patterns, optimize workflows, and make informed decisions. Invariably, adopting a CMMS has become the most basic criterion for building predictive maintenance capabilities, conducting proactive interventions, and preventing costly breakdowns.

Read more about CMMS and how it can help maintenance supervisors.

Let them be watchful of Mannerisms and Etiquette

The foremost area where the professional demeanor should manifest in your supervisors is work ethic. When supervisors act with honesty, they bring transparency to processes. The entailing effect is reflected in integrity which paves the way for reliability in operations and sets the standard of a commitment to quality work.

Supervisors must also excel in allocating time efficiently so that they can respond to equipment breakdowns well in time and adhere to preventive maintenance schedules.

Equally important is their ability to harness team potential. As maintenance is a team effort, teamwork must be optimized. However, this happens when supervisors understand the collaborative nature of the work and allocate tasks based on individual strengths. So, through teamwork, supervisors can foster a sense of shared responsibility, where each team member contributes effectively to the collective goals.

Lastly, conflicts inevitably arise in any workplace. Good supervisors demonstrate the right skills to resolve conflicts for better outcomes. They not only address issues promptly but also maintain team cohesion, which is critical for continuous maintenance operations.

Watch like a hawk

Employ daily scoreboards and dashboards to understand how your supervisors are performing against the set thresholds for various key performance indicators (KPIs). With visual analytics, you will be able to quickly identify trends, bottlenecks, and areas where they need improvement. Include KPIs around these areas in your dashboards and promptly monitor them:

Work Order Completion Rate: The percentage of assigned maintenance tasks completed within the scheduled timeframe will indicate the ability to manage workflow efficiently.

Downtime Reduction: Tracks the reduction in equipment downtime under the management of the supervisor, reflecting her/his effectiveness in preventive maintenance and rapid response to breakdowns.

Resource Utilization: It evaluates how effectively resources (human, equipment, and materials) are utilized by the maintenance team under the direction of the supervisor.

Safety Compliance: Monitors adherence to safety protocols and the number of safety incidents, showcasing the commitment to maintaining a safe working environment.

Training and Development: Measures the progress of maintenance team members in terms of skills development and certifications, indicating the role’s importance in fostering a skilled workforce.

Budget Adherence: Assesses the supervisor’s ability to manage maintenance activities within the allocated budget, demonstrating financial responsibility.

Equipment Reliability: Tracks improvements in equipment reliability and longevity, showcasing the supervisor’s effectiveness in implementing preventive maintenance strategies.

Make use of the insights obtained from these tools and provide feedback constructively on areas requiring improvement. In this way, you will align your employee performance with organizational goals, which will benefit your maintenance process.

Sustain Perpetual Development

Enabled by technological revolutions and domain-specific research, the maintenance field is undergoing rapid changes. Enterprises are capitalizing on concepts such as artificial intelligence and Digital Twin to reengineer their maintenance operations.

In the wake of this transformation, training your supervisors with knowledge and skills for applying the latest trends becomes an important agenda. Training can be vital to equip maintenance personnel with the skills needed to operate and maintain sophisticated equipment.

Along with technical skills, behavioral and communication skills, too, matter. To keep each of your members in the supervision team at the same level, you must conduct workshops on soft skills. Even the qualities of problem solving and critical thinking we talked about earlier will require professional training as not all supervisors will have the same natural ability to pursue and apply them. But with the help of training, you can attain the required levels of perfection in the needed skills in each of your supervisors.

Make them Promote Dialogue

Your maintenance team might comprise people from different ethnic backgrounds; they might come from different geographies. The supervisors must take due care in respecting the diversity existing in the workplace so that each member feels equally valued.

With diversity existing in a team, how well your supervisors handle the barriers caused by cultural differences determines overall success. They must demonstrate effective communication and interpersonal skills so that people find it easy to reach them.

A good supervisor always acts as a coach and mentor to staff rather than positioning himself as a snobbish manager. By doing so, he creates a work environment, where talent is nurtured. Such an open culture keeps improving the productivity of maintenance technicians and helps in talent retention. Make sure that they exhibit these people skills. At the end of the day, the ability to communicate effectively, and show empathy and support are indispensable traits for successful supervision.

Equip to deal with upheavals

Unforeseen equipment failures and other emergencies can disrupt maintenance operations and jeopardize safety. Hence the need to equip your supervisors with emergency response capabilities.

You can enable your supervisors to remain one step ahead by training them about incorporating a computerized maintenance management system (CMMS) in their emergency response framework.

A CMMS will keep them abreast of the overall functioning of the maintenance operations and alert them well in advance about probable issues. The tool will offer them reminders about conducting the next audits and if a particular piece of equipment is about to go down. From efficiency to monitoring hazards, a maintenance management software can be their go-to choice for mitigating risks.

Wrapping Up

The role of supervisor is constantly evolving from a mere position that manages tasks and performs supervision. As a part of maintenance leadership, the ability to supervise is becoming important from a strategic viewpoint.

Today’s supervisors are tasked with not just managing day-to-day maintenance activities, but their performance KPIs are linked to monetary benefits. In accordance with the addition of responsibilities, the supervisor role has begun bearing more accountability and must offer skills and performance that enhance your maintenance ROI.

As we spoke, adopting a maintenance management application can be a great step in this process. With tools such as FieldCircle CMMS, you can take your maintenance supervision capabilities to the next level.

The post How To Develop Effective Maintenance Supervisors For Operational Success appeared first on FieldCircle.

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Managing Security in Cloud-native CMMS: Best Practices Leaders Follow https://www.fieldcircle.com/blog/best-practices-for-cmms-data-security/ Wed, 15 Nov 2023 04:43:41 +0000 https://www.fieldcircle.com/?p=16571 The recent surge in cloud-based solutions is kicking enterprises into gear, making them bring different functions under the cloud fold. In line with this development, industries where maintenance is an important function are adopting cloud-based CMMS solutions. It’s crucial to recognize the importance of data security in this transition, especially considering the sensitive nature of … Continue reading Managing Security in Cloud-native CMMS: Best Practices Leaders Follow

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The recent surge in cloud-based solutions is kicking enterprises into gear, making them bring different functions under the cloud fold. In line with this development, industries where maintenance is an important function are adopting cloud-based CMMS solutions. It’s crucial to recognize the importance of data security in this transition, especially considering the sensitive nature of maintenance data.

The benefits of a cloud CMMS are worthwhile for maintenance teams to use it. Real-time data accessibility improving maintenance operations coupled with cost-effectiveness is what makes it the first choice. The move can be less imagined without giving a thoughtful consideration to security, a factor that decides success with cloud. You must stay vigilant about the release and implementation of security patches to address vulnerabilities promptly.

As we see, in general, the top concerns in cloud security are data loss and leakage (69%), data privacy/confidentiality (66%), and accidental exposure of credentials (44%). When going haphazardly managed, these security concerns can eat into your data on asset management and maintenance procedures. It’s essential to emphasize the significance of regular backup procedures to safeguard critical maintenance data, ensuring its availability even in the face of unforeseen events.

As we move, we will delve into the best practices that businesses must embrace when managing security in cloud-based CMMS. Just before that, we will shed some light on the importance of security in cloud CMMS, various security issues that a weakly protected cloud can give way to, and the probable causes of those concerns.

Why is Security important in Cloud-based CMMS solutions?

Security of your CMMS (Computerized Maintenance Management System) is paramount in cloud-based solutions due to the inherent risks associated with storing, accessing, and managing critical data in the cloud. It dictates how a CMMS works. Despite the potential benefits of cloud adoption, businesses face challenges in realizing the full value of their investments, with security and compliance risks standing out as major obstacles.

Security in cloud-based CMMS solutions becomes important because it encompasses measures to safeguard cloud infrastructure, applications, and data. It provides user and device authentication, controls access to data and resources, and protects data privacy, supporting regulatory compliance. When you rely on cloud computing, being aware of security concerns becomes important, as your maintenance data is always vulnerable to external exposure. By developing a holistic understanding of possible security risks and adopting robust security protocols you can safeguard this sensitive information.

With robust cloud security practices, you can unlock the recognized benefits of cloud computing, such as cost efficiency, operational savings, scalability, reliability, availability, and transformative work practices. `

What security concerns can arise in cloud-based CMMS solutions?

Security vulnerabilities when not prevented can incur additional costs that will go in addressing them, inflating the overall CMMS software cost. Possible cyber threats that you can witness and thus promptly address in cloud-native CMMS (Computerized Maintenance Management Systems) are:

Security Concern What is it?
Data breaches Unauthorized access leading to exposure of sensitive data.
Unauthorized access Inappropriate entry to maintenance systems or data.
Data loss Inadvertent loss of maintenance data.
Weak authentication Insufficiently secure user identification methods.
Improper access control Lax controls allow unauthorized access or actions.
Man-in-the-Middle attacks Interception of communication, posing a security risk.
Denial of Service (DoS) attacks Disruption of maintenance operations through overwhelming traffic.
Compliance and legal issues Ensuring adherence to industry regulations and legal requirements.
Shared resources Security concerns associated with multi-tenant environments.
Vulnerabilities in virtualization Exploiting weaknesses in virtualization software.
Insecure APIs Vulnerabilities in APIs used for maintenance system integration.
API management Lack of proper management and security for APIs.
Incident response challenges Difficulties in detecting and responding to security incidents.
Forensic difficulties Challenges in investigating security incidents in the cloud.
In-transit encryption Ensuring secure transmission of data between systems.
At-rest encryption Safeguarding stored maintenance data with strong encryption.
Vendor security practices Assessing and ensuring the security practices of cloud service providers.
Supply chain security Ensuring the security of the entire service supply chain.
Phishing attacks Deceptive attempts to obtain sensitive information.
Social engineering Manipulation of individuals to gain unauthorized access.

 

What can cause cloud security concerns in CMMS solutions?

Now that you have had a look at the probable security concerns that can arise in an ill-guarded cloud-based CMMS solution, know what can be the possible cause for their occurrence.

Absence of Administrative Control

In a traditional IT setup, organizations have direct control over their digital assets, from data processing to application management. However, when utilizing a cloud application, they relinquish some administrative control to third-party service providers. This shift can lead to concerns regarding the security of their digital assets. Organizations must carefully evaluate the level of control they are comfortable ceding to the vendor and implement additional security measures.

Uncertainties About Digital Assets

In a cloud solution, multiple users may be accessing the same cloud services. While the vendor itself may be trustworthy, the trustworthiness of other users remains uncertain. There is an element of unpredictability regarding the security of digital assets, and enterprises will have to implement stringent access controls and encryption measures to safeguard their data.

Lack of Transparency of Security Measures

Cloud service providers often do not fully disclose the intricacies of their security measures. Such a lack of transparency can make it challenging for organizations to assess the security posture of their digital assets stored in the cloud.

Concerns about Trust Among Users

Users within the system may not necessarily trust one another, leading to a lack of mutual trust causing additional security challenges. Especially when multiple parties are involved in managing maintenance tasks and are accessing sensitive data, inter-party trust will be a major issue.

Fragility in Network Infrastructure

The dynamic nature of network infrastructure in a cloud-based CMMS environment introduces various security challenges. As the system scales and evolves, organizations must continuously monitor and update their security measures to protect their valuable information assets from emerging threats and vulnerabilities.

Absence Comprehensive Security Solutions

While there are discussions about security issues in cloud computing, they may not always offer comprehensive solutions tailored to your unique requirements. Organizations should invest in specialized security solutions that address the specific vulnerabilities and risks associated with managing maintenance operations through a cloud-based system.

What are the best practices industry leaders follow to manage security concerns in cloud-based CMMS?

Security awareness is one basic criterion to trigger a security culture for the use of cloud maintenance solutions. But to significantly enhance the security of your solutions, you must follow the CMMS best practices discussed below:

Adopt a layered approach

The security landscape encompasses various facets, and a layered strategy ensures comprehensive protection across different dimensions, including data security, application security, network security, and physical security. We guide you further on this.

Data Security

Maintaining control over data is all-important in cloud environments where the logical control might differ from the physical ownership. Data protection practices, categorization, and deployment on the cloud should be guided by the need to protect against data breaches, inadequate access, deletion vulnerabilities, data leakage, and other data risks. Establishing a robust data usage policy, categorizing data, and implementing safeguards for policy violations are must-to-follow-steps here.

Application Security

CMMS applications hosted on independent virtual machines in cloud platforms are more vulnerable due to shared resources. Special security measures and controls are necessary to safeguard client environments. Businesses adopting cloud-based CMMS can be benefited by using microservice architectures as it will enhance security by minimizing the attack surface of individual virtual machines and supporting granular security controls. Continuous code analysis, threat investigations, and security scans must be regularly carried out as it contributes to ongoing improvements in application security.

Network Security

Workloads in cloud environments, running on processors and consuming memory, include various processing tasks. Treating virtual machines as if they were physical machines is a recommended practice, but it’s essential to acknowledge their vulnerability to factors such as data loss, hardware failures, viruses, and hackers. Isolating and scanning data before integration, collecting logs efficiently, and adopting measures like Anti-DDoS services help protect against external threats like Distributed Denial of Service (DDoS) attacks.

Identity and Access Management (IAM)

IAM is crucial in defining and managing access privileges for network users, whether internal or external to government departments. The core objective is to maintain, modify, and monitor digital identities throughout each user’s access lifecycle. IAM systems ensure one digital identity per individual, contributing to a secure and controlled access environment.

Physical and Perimeter Security

Perimeter defense is about controlling network traffic in and out of a data center network. Some proven ways to leverage it include layered defenses, firewalls, and intrusion detection or prevention systems. The chosen CMMS vendor must be responsible for securing its data center facilities, implementing availability strategies, and preventing unauthorized physical access. Measures such as security guards, secured fencing, biometric access, CCTV surveillance, and access logs contribute to safeguarding against unauthorized or forceful entry into data center premises.

Conduct an Assessment

By institutionalizing cloud security practices, businesses can assess their CMMS cloud projects through a series of critical questions for both themselves and their Service Providers. Below we provide guiding questions for comprehensive assessment across various security areas.

Security Area Essential Questions
Governance, Risk, and Compliance
  • What information security regulations or standards apply to the CMMS software use?
  • Are governance and compliance processes established for cloud services within the Department?
  • Does the CSP adhere to governance and incident notification processes aligned with the Department’s requirements?
  • Do agreements clearly outline responsibilities between the CSP and the business?
  • Are there any risks related to the location of CMMS data?
Auditing and Reporting
  • Is there an independent audit agency report covering the provider’s CMMS?
  • Does audit information conform to security audit standards?
  • Does the CSP report routine and exceptional CMMS behavior to customers?
  • Are security implications logged for all CMMS events and actions?
  • Is there an Incident Reporting process meeting customer requirements?
Managing People, Roles, and Identities
  • Do provider services offer fine-grained access control for CMMS?
  • Does multi-factor authentication support CMS vendor services?
  • Can the provider generate CMMS reports monitoring user access
  • Can customer identity management systems integrate with the provider’s identity management for CMMS?
Data and Information Protection
  • Is there a catalog of all CMMS data used or stored in the cloud?
  • Have roles and responsibilities for CMMS data management stakeholders been defined?
  • Is there a proper separation of structured data in multi-tenant cloud databases for CMMS?
Privacy Policies
  • Will personal identifiable information (PII) be stored/processed in the CMMS cloud services?
  • Is the business aware of applicable data protection laws and regulations?
  • Do CSP’s CMMS services have controls for handling PII?
  • Are responsibilities for PII handling stated in the CMMS service agreement?
  • Does the CMMS Cloud Service Agreement have data residency restrictions?
  • Are breach reporting and resolution responsibilities outlined, including priorities and timescales?
Security Assessment for Cloud-based CMMS Applications
  • Does the cloud services model clarify responsibility for CMMS application security (Department or CSP)?
  • For the business, are policies in place for security controls in each CMMS application?
  • For the CSP, does the agreement specify responsibilities and required security controls for CMMS applications?
  • Does the CMMS application use appropriate encryption techniques for data and user transactions?
Cloud Network Security
  • Is network traffic screening possible for CMMS?
    Does the CSP handle distributed denial of service attacks for CMMS?
  • Does the CSP’s network for CMMS have intrusion detection and prevention?
  • Does the CSP log and provide notification for CMMS network traffic?
  • Is network traffic separation possible in a shared multi-tenant provider environment for CMMS?
Controls for Physical Infrastructure Security
  • Can the CSP demonstrate security controls for CMMS physical infrastructure and facilities?
  • Are facilities in place to ensure CMMS service continuity against threats or equipment failures?
  • Does the CSP have necessary security controls for personnel involved in CMMS?
Security Terms in Cloud Service Agreements
  • Does the CMMS cloud service agreement specify security responsibilities for the CSP and the Department?
  • Are metrics in place for measuring performance and effectiveness of CMMS security management?
  • Does the CMMS service agreement document procedures for notification and handling of security incidents?

Adopt a Zero Trust model

Zero Trust assumes potential threats both inside and outside the network, thereby necessitating stringent identity verification for every access attempt, irrespective of the user’s location. It thus becomes one key step in ascertaining security in the CMMS cloud.

As Zero Trust rests on least-privileged access, making it essential, users receive access only based on necessity, which minimizes the exposure to sensitive areas. Micro-segmentation is employed to create separate, secure zones within the network, preventing lateral movement in case of a breach. Next, multi-factor authentication adds an extra layer of security, requiring more than just a password for user authentication.

For cloud-based CMMS solutions, Zero Trust offers advantages such as cost-effectiveness and flexibility. By eliminating the need for on-premises hardware upkeep, organizations of all sizes can bolster security without compromising usability. With this model, cloud traffic is thoroughly inspected and logged, reducing the risk of unauthorized access.

Evaluate applicable standards

Consider local and global IT security requirements to follow all security standards for a secured use of a CMMS solution hosted on the cloud. The following security standards are commonly used and followed across industries in cloud solutions.

Security Standard Description
ISO/IEC 27001: Information Security Management System (ISMS) ISO 27001 is a criteria for establishing, implementing, maintaining, and continually improving an information security management system.
ISO/IEC 27017: Code of Practice for Information Security Controls Guidelines for information security controls applicable to cloud services, addressing the specific nuances of cloud computing.
ISO/IEC 27018: Code of Practice for Protection of Personally Identifiable Information (PII) in Public Clouds Focused on protecting personally identifiable information in the cloud, particularly relevant for CMMS solutions handling sensitive data.
NIST SP 800-53: Security and Privacy Controls for Federal Information Systems and Organizations Developed by NIST, provides a comprehensive set of security and privacy controls customizable to meet specific organizational needs.
NIST SP 800-171: Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations Applicable if your organization deals with Controlled Unclassified Information (CUI), relevant to various sectors, including those working with the U.S. government.
CSA Security Guidance for Critical Areas of Focus in Cloud Computing Provides guidelines and best practices covering a wide range of areas in cloud security, serving as a valuable resource for organizations implementing cloud-based solutions.
SOC 2 (Service Organization Control 2) Developed by AICPA, focuses on the security, availability, processing integrity, confidentiality, and privacy of information processed by service organizations.
GDPR (General Data Protection Regulation) Essential for organizations operating in the European Union or handling data of EU residents, focusing on the protection of personal data and privacy rights.
HIPAA (Health Insurance Portability and Accountability Act) Relevant for organizations handling healthcare information, sets standards for the security and privacy of protected health information (PHI) in the United States.
FISMA (Federal Information Security Management Act) Crucial for organizations dealing with U.S. government information systems, establishing a framework for managing and securing information systems.
PCI DSS (Payment Card Industry Data Security Standard) Critical for organizations involved in payment card transactions, ensuring the secure handling of credit card information in CMMS solutions.

Build a Cloud Security Governance Model

As organizations migrate to the cloud, it is imperative to seamlessly integrate cloud computing efforts into the broader information security program.

In this move, governance emerges as a fundamental aspect, requiring the creation of a comprehensive vision that aligns cloud deployment with information security procedures, goals, and objectives. The governance process extends to risk management, necessitating the alignment of CMMS cloud security requirements with the risk understanding and data classification at each level of use.

In the governance framework, incident management becomes integral as applications move to the cloud. The provider of CMMS cloud software must be seamlessly integrated into centralized incident response procedures. Similarly, continuity planning must evolve to include assets in the cloud, ensuring regular updates and testing to accommodate changing cloud architectures and provider models.

In this framework, security practitioners play a pivotal role in defining the scope and boundaries of security functions relevant to cloud environments. They need to develop strategies for enhancing and monitoring the performance of all cloud stakeholders, including vendors, users, and technical staff.

Equally important is to provide top management with tools such as security-level dashboards which is essential for gaining visibility into cloud security and enabling effective management of the overall cloud computing program.

Overall, we see how a governance model offers a holistic approach not keeping the security of CMMS cloud solutions only as a technical consideration but also embeds it in the organization’s governance and risk management framework.

Make Cloud Security a shared responsibility

The shared responsibility model defines clear responsibilities for both the Cloud Service Provider (CSP) and the businesses employing a cloud CMMS for its maintenance teams. In this way, it emphasizes collaboration to mitigate security risks effectively.

The CSP shoulders the responsibility of securing the physical infrastructure and virtualization platform, laying the foundation for a robust and secure environment. Meanwhile, the maintenance teams, as end users of the cloud tool, are tasked with implementing and maintaining specific security controls tailored to their needs.

To bolster security further, the IT team working for the maintenance team should actively monitor and manage key aspects of their cloud deployment. The steps involve regular upgrades of operating systems and software, adherence to organizational security and privacy requirements, and the use of multi-factor authentication and strong password policies.

The shared responsibility model extends to various security measures, such as data encryption, periodic audits, anti-malware tools, and data backup and recovery plans. Answering the guiding questions, we discussed above will help here.

Design and Implement a Secure Landing Zone

Secure landing zone enforces network security measures, such as the “hub and spoke” model, to establish secure connectivity between the cloud-based CMMS and on-premise data centers.

The “hub and spoke” architecture involves a central hub that acts as a focal point for data exchange. It links to individual spokes representing different components, including on-premise data centers and the cloud-based CMMS software. By centralizing traffic flow through the hub, the model enhances data transmission security and allows efficient monitoring and management.

The central hub serves as a control point, and enables the enforcement of security policies, inspection of traffic for anomalies, and streamlined application of security protocols. Consequently, the model not only fortifies connectivity but also provides a structured and monitored environment. So, the model becomes resilient, safeguarding the integrity of maintenance data throughout its journey between on-premise infrastructure and the cloud CMMS.

Develop and Integrate Recovery Templates

In the context of disaster recovery, recovery templates provide a structured approach to swiftly recover critical CMMS data and functionalities if a disruptive incident occurs.

The recovery templates encompass backup strategies, system configurations, and data restoration procedures tailored to the CMMS architecture. To stay resilient against evolving security threats and system vulnerabilities, you must regularly review and update your security templates.

The practice will involve periodic assessments, ensuring that the recovery mechanisms align with the latest security standards. By integrating disaster recovery protocols into the CMMS infrastructure, organizations can respond to unforeseen incidents, secure their data and minimize downtime.

FieldCircle can ensure that you are following these best practices

Cloud security is an ongoing journey. The cloud storage arena is like a new frontier where you have a heap of options. Each solution comes with different offerings in terms of sizes, prices, and rules for storing files.

But, digging deeper, it’s crucial to look beyond the obvious and check where and how they keep it safe. So, the choice of cloud maintenance software vendor is key to success.

With FieldCircle, you have a substantial advantage of capitalizing on the strengths of professionals who carry expertise in both cloud and maintenance management. If you are keen on understanding how to implement a maintenance cloud solution, let our experts take the reins of the project in their hands.

The post Managing Security in Cloud-native CMMS: Best Practices Leaders Follow appeared first on FieldCircle.

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Proactive vs. Reactive Facilities Management Styles https://www.fieldcircle.com/blog/proactive-vs-reactive-facilities/ Fri, 30 Jun 2023 09:33:36 +0000 https://www.fieldcircle.com/?p=15590 When a crucial system in your facility malfunctions, it causes a domino effect of setbacks and chaos. The costs skyrocket and frustration mounts, and you cannot help but wonder. Could this situation be prevented? It’s a situation where a reactive approach, waiting for problems to arise before addressing them, often leads to costly repairs, disrupted … Continue reading Proactive vs. Reactive Facilities Management Styles

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When a crucial system in your facility malfunctions, it causes a domino effect of setbacks and chaos. The costs skyrocket and frustration mounts, and you cannot help but wonder.

Could this situation be prevented?

It’s a situation where a reactive approach, waiting for problems to arise before addressing them, often leads to costly repairs, disrupted operations, and dissatisfied stakeholders. So an important question arises:

Why wait for the fire to ignite when you can prevent it altogether?

Undeniably, when time is of the essence and excellence is expected at every stage, the dichotomy of proactive versus reactive facilities management presents itself as a vital consideration for forward-thinking facility managers.

Adopting a proactive mindset, anticipating potential issues, and implementing preventive measures are key to unlocking a harmonious and efficient facility operation. So, how can you bridge the gap and embrace the power of foresight?

Let’s explore the solution ahead, where meticulous planning and strategic thinking pave the way for success.

This article delves into the distinctive traits of proactive and reactive facilities management styles.

Traits of Reactive Facility Management Leaders:

Reactive management approaches yield vastly different outcomes from a proactive approach. Let’s explore the distinct traits exhibited by each type of leader and how they shape the course of facility management.

  • Firefighting Mentality: Addressing issues as they arise

Reactive leaders tend to have a firefighting mentality, tackling problems as they appear. While this approach may provide temporary relief, it often leads to a cycle of constant problem-solving and limited time for long-term planning.

  • Short-Term Focus: Solving immediate problems without long-term planning

Reactive leaders prioritize solving immediate problems rather than developing a long-term vision. Their focus is primarily on resolving the present issues, which may hinder the facility’s ability to adapt and stay ahead in an ever-changing environment.

  • Lack of Anticipation: Reacting to situations instead of proactively preventing them

Also read: Qualities of a Good Facility Manager

Reactive leaders often find themselves caught off guard by unexpected situations. Without a proactive mindset, they miss the opportunity to identify potential risks and take preventive measures. This reactive approach can result in higher costs, reduced efficiency, and missed opportunities for improvement.

Traits of Proactive Facility Management Leaders

Proactive facility management leaders possess a distinct set of traits that drive success. With a strategic vision, the ability to anticipate and mitigate risks, and a data-driven decision-making approach, these leaders navigate change with resilience and create a thriving environment for their facilities.

  • Strategic Vision: Setting long-term goals and objectives

Proactive leaders have a strategic vision for the facility. They develop long-term goals and objectives aligned with the organization’s overall strategy. This vision serves as a guiding compass, enabling them to make decisions that support the facility’s growth and success.

  • Risk Anticipation and Mitigation: Identifying potential issues and taking preventive measures

Proactive leaders excel at identifying potential risks and taking preemptive actions to mitigate them. They analyze trends, gather data, and engage in continuous improvement initiatives to identify vulnerabilities and implement proactive measures. This proactive approach helps minimize disruptions, optimize operations, and enhance the facility’s resilience.

  • Data-Driven Decision-Making: Using insights to drive informed choices

Proactive leaders rely on data and analytics to make informed decisions. They leverage technology and collect relevant information to gain insights into the facility’s performance. This data-driven approach enables them to identify areas for improvement, optimize resource allocation, and implement effective strategies.

Becoming a Proactive Manager: Key Strategies for Success

In proactive vs reactive facilities management, proactive facility management leaders possess a distinct set of traits that drive success By adopting a proactive mindset and implementing key strategies, managers can navigate challenges, seize opportunities, and drive innovation. Below we will explore practical steps to enhance your proactive management capabilities and create a culture of proactivity within your team.

Planning is Everything:

Planning is essential for a proactive facility manager management style. While you may not completely control your environment, you have control over your response and preparation. Consider the following example:

Imagine you are a facility manager to improve energy efficiency within your building. You start by gathering data on energy usage and identifying areas of high consumption. Next, you research and learn about energy-efficient technologies and strategies. Based on your findings, you develop a plan that includes implementing energy-saving measures, conducting staff training, and monitoring energy usage regularly. You set specific targets and timelines to track progress. You create a roadmap for achieving your goal by proactively planning and taking action.

It’s important to remember that plans may need adjustments as circumstances change. As Dwight D. Eisenhower famously said, “In preparing for battle, I have always found that plans are useless, but planning is indispensable.” The act of planning prepares you to respond and adapt to evolving situations.

For instance, you plan to upgrade the facility’s HVAC system to improve energy efficiency. However, you discover unexpected challenges or budget constraints during the implementation phase. With a proactive mindset, you can quickly assess the situation, make necessary adjustments, and explore alternative solutions. Your planning equips you with the knowledge and resources to pivot and find an effective resolution.

Mistakes are a part of any journey, and the proactive approach to mistakes is to acknowledge them, correct them promptly, and learn from them. As a facility manager, you may encounter unforeseen issues or setbacks. By taking a proactive stance, you can promptly address mistakes, learn from them, and implement corrective measures to prevent similar issues.

Developing a proactive mindset:

Your behavior is a function of your decisions, not your conditions.” — Stephen Covey

We must control how we spend our time and energy to become effective. We need to reduce the time and energy we spend behaving reactively and find more ways to behave proactively. We do this by taking a proactive mindset and shedding our reactive mindset wherever and whenever possible. So what does that look like?

As a facility manager, developing a proactive mindset is crucial for success. It means anticipating potential issues and taking proactive steps to prevent them. Let’s explore some practical strategies to cultivate this mindset.

  • Firstly, embrace strategic planning. Clearly define objectives that align with your organization’s goals. This helps you stay focused and make proactive decisions that drive progress. With a roadmap, you can identify potential risks and implement preventive measures.
  • Secondly, foster a culture of innovation. Encourage your team members to contribute ideas and solutions. Create an environment that values creativity and empowers individuals to take calculated risks. This mindset of continuous improvement and forward-thinking enables you to stay ahead of the curve and proactively adapt to changes in the industry.
  • Enhancing communication and collaboration is another vital strategy. Promote open and transparent communication channels. Encourage feedback, actively listen to your team, and foster cross-functional collaboration to leverage diverse perspectives. This enables you to gather valuable insights, identify emerging issues, and collectively work towards proactive solutions.

By implementing these strategies, you can shift from a reactive mindset to a proactive one. Instead of constantly reacting to problems, you’ll be equipped to anticipate and prevent them, positioning yourself and your team for success.

Leveraging technology and data:

For decades, the prevailing approach to technology management has been reactive. Many companies said, “If it’s not broken, don’t touch it.” Unfortunately, this reactive stance can have dire consequences in today’s rapidly advancing technological landscape.

As Marc Benioff, founder, chair, and CEO of Salesforce, states, ‘Digital transformation, while this isn’t one app [solution], it’s a must-have. Organizations and governments worldwide have a digital transformation imperative like never before, and many of them are accelerating their plans for a digital-first work-from-anywhere environment.

This quote further supports the idea that companies need to embrace technology and data to drive proactive strategies in facilities management.

To avoid costly incidents, streamline operations, and stay ahead of potential issues, companies are now adopting a proactive facilities management style. This approach involves embracing the power of technology and data to drive proactive strategies.

Implementing a robust facility management software that provides real-time insights into your operations, predictive analytics to identify patterns and trends, and automation to free up time for strategic planning.

One example of this proactive approach is the use of smart EMSs (Energy Management Systems) in hotels. These systems allow hoteliers to monitor, track, and optimize energy consumption. By leveraging sensor data, predictive maintenance can be employed to identify wasteful or hazardous trends and alert maintenance staff before issues escalate into costlier ones.

Rather than waiting for components to break down, IoT technologies enable engineering staff to predict maintenance needs based on system usage, thereby preventing system failures and reducing operating costs.

To stay ahead, companies must embrace the power of technology and data to drive proactive strategies in one more way, that is, by utilizing predictive analytics.

Aberdeen studies show that organizations using predictive maintenance experience significant cost savings, with a 19% decrease in maintenance costs compared to traditional methods. This emphasizes the importance of proactive managers in driving these savings through strategically implementing predictive analytics.

A proactive managerial style involves actively seeking out opportunities for improvement and taking preventive action. By avoiding potential issues identified through predictive analytics, managers can allocate resources efficiently and make informed decisions to optimize productivity and reduce costs.

Continuous learning and improvement:

As a facility manager, it’s essential to recognize the challenges and problems associated with being reactive rather than proactive. When we take a reactive approach, we often find ourselves in a constant state of firefighting, dealing with problems as they arise and struggling to stay ahead of issues. This reactive mindset can lead to inefficiencies, missed opportunities, and unnecessary stress.

Consider a scenario:

Imagine you’re managing a large office building and relying on reactive maintenance practices. Your team waits for equipment to break down before addressing it, resulting in unexpected downtime and disruptions for the occupants. Not only does this impact productivity, but it also leads to higher repair costs and unhappy tenants.

Now, picture an alternative scenario:

You’ve embraced a proactive mindset. You invest in professional development, staying updated with the latest industry trends and acquiring new skills. Through your continuous learning efforts, you discover innovative maintenance technologies that can predict equipment failures before they occur.

You can schedule preventive maintenance tasks by implementing proactive maintenance practices, minimizing downtime and avoiding costly repairs. This ensures a smooth operation, enhances the overall occupant experience, and reduces operational costs.

Here are some strategies to consider:

  • Invest in professional development:

A proactive manager recognizes the importance of staying updated with industry trends and enhancing their skills. They can allocate resources to provide training programs, workshops, and certifications for themselves and their team members.

For example, a proactive manager in facility management may attend conferences, seminars, and webinars related to energy efficiency, sustainability, and building automation systems. They can also pursue certifications like Certified Facility Manager (CFM) or Leadership in Energy and Environmental Design (LEED) to expand their expertise and apply sustainable practices within their facilities.

  • Learn from past experiences:

Proactive managers analyze both successes and failures to identify valuable lessons and extract insights. They conduct post-project evaluations and performance reviews to understand what worked well and what could be improved.

For instance, after completing a major renovation project, a proactive facility manager conducts a comprehensive review to assess the project’s timeline, budget, and outcomes. They analyze any challenges encountered, identify areas for improvement, and develop proactive measures to mitigate similar risks in future projects. This continuous learning from past experiences helps them refine their approach and avoid potential pitfalls.

  • Encourage a learning culture:

A proactive manager understands the value of fostering a learning culture within their team. They create an environment where knowledge-sharing, cross-training, and collaboration are encouraged. This can be achieved through regular team meetings, knowledge-sharing sessions, and mentoring programs.

The facilities team leader can facilitate knowledge exchange by encouraging team members to share their expertise, lessons learned, and innovative ideas. They can also organize training sessions or lunch-and-learn events where team members can learn from subject matter experts or external consultants.

The Impact of Workplace Culture on Reactive vs. Proactive Facilities Managerial Behavior

In proactive vs. reactive facilities management, workplace culture becomes critical. Workplace culture plays a significant role in shaping employee behavior and decision-making. It can either foster reactive tendencies, where individuals respond to problems as they arise or promote proactive behaviors, where individuals anticipate by promoting autonomy and trust and take preemptive action. Below we will explore how workplace culture influences the balance between reactive and proactive behavior and discuss strategies to cultivate a culture that encourages proactive approaches.

Culture shaping management styles:

Leadership and management styles significantly impact workplace culture. Authoritarian or micromanaging styles often stifle proactive behavior, as employees may feel discouraged from taking the initiative. On the other hand, transformational and empowering leadership styles create an environment that encourages proactive thinking. Managers can empower their teams to take ownership and be proactive problem solvers by promoting autonomy and trust.

Open communication and collaboration:

A culture of open communication and collaboration is essential for fostering proactive behavior. Employees who feel comfortable sharing their ideas and concerns are more likely to address issues and suggest improvements proactively. Encouraging regular feedback, providing platforms for idea-sharing, and facilitating cross-team collaboration can create a culture where proactive behaviors thrive.

Empowerment and autonomy:

Employees who feel empowered and trusted to make decisions are likely to exhibit proactive behavior. A culture that values autonomy allows individuals to take ownership of their work and encourages them to identify opportunities for improvement. Managers should delegate authority, provide clear goals and guidelines, and support employees in making decisions, empowering them to be proactive contributors.

Overcoming barriers to proactive behavior:

Certain barriers can hinder proactive behavior in the workplace. Addressing these barriers and creating an environment that supports proactive approaches is essential. Some common barriers include:

  • Addressing fear of failure: Fear of failure can discourage employees from taking proactive action. Employees will be more willing to step outside their comfort zones and take proactive measures by fostering a culture that views failures as learning opportunities and encourages risk-taking.
  • Breaking down silos: Siloed departments or teams hinder communication and collaboration, inhibiting proactive behavior. Encouraging cross-functional interaction, promoting knowledge sharing, and creating opportunities for interdepartmental projects can break down silos and foster proactive collaboration.
  • Recognizing and rewarding proactive behavior: Recognizing and rewarding proactive behaviors sends a strong message to employees about the value placed on proactive approaches. This can be done through performance evaluations, incentives, or public recognition programs. Such initiatives motivate employees to contribute and reinforce the desired cultural norms proactively.

Conclusion

As a facility manager, understanding the difference between proactive and reactive management styles is vital for success. By embracing a proactive approach, you can steer your facility towards long-term goals, anticipate and mitigate risks, and make informed decisions based on data and insights.

This proactive mindset allows you to stay ahead of the curve, adapt to changes, and seize opportunities for growth and innovation.

Don’t settle for simply reacting to problems; take charge, shape the future of your facility, and unlock its full potential using a maintenance maintenance software bundle like FieldCircle. Embrace the power of proactive facility management and lead with vision, foresight, and agility.

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6 Benefits of Using A Scheduling and Dispatch Software That You Cannot Ignore https://www.fieldcircle.com/blog/benefits-of-using-scheduling-and-dispatch/ Thu, 22 Jun 2023 13:14:21 +0000 https://www.fieldcircle.com/?p=15491 Scheduling in field service operations can sometimes feel like a tricky balancing act, especially when planning tasks and assigning resources. It’s a complex process, prone to errors, and can consume a lot of time. As Mckinsey states “Optimizing schedules is one of the most challenging of all optimization problems. Extreme variability—in workforce types and operations, … Continue reading 6 Benefits of Using A Scheduling and Dispatch Software That You Cannot Ignore

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Scheduling in field service operations can sometimes feel like a tricky balancing act, especially when planning tasks and assigning resources. It’s a complex process, prone to errors, and can consume a lot of time.

As Mckinsey states “Optimizing schedules is one of the most challenging of all optimization problems. Extreme variability—in workforce types and operations, as well as across sectors and businesses—makes these solutions hard to standardize.”

Things can get even worse with any last-minute alterations or unexpected absences that can send this precarious house of cards crashing down, taking your team’s morale and productivity with it. It feels like a never-ending cycle that’s hard to escape, even for the most seasoned business operators.

Factors such as job stages, crew allocation, demand type, shift type, and mobility are key factors to solving scheduling problems. Culminating in complex mathematical relationships, these can be better accommodated only through a good scheduling and dispatch . The tool can help service business owners eliminate the need for complicated manual planning with automatic, efficient scheduling.

Optimizing the entire workflow, a scheduling plateform offers guaranteed improvement as highlighted by its following major benefits.

No more haunting from conflicts and manual discrepancies

The most common form of impediment to streamlined scheduling , scheduling conflicts can disturb the entire sequence of events. In the long run, these conflicts prove detrimental to productivity and consume time and cost.

Conflicts, however, are more likely to occur where businesses still rely on manual approaches. The process to allocate tasks to technicians without leaving a chance for conflict becomes daunting. In fact, it is always highly unlikely that managers can achieve the objective with a manual process.

Scheduling brings a complete turnaround to the process, helping overcome the most pressing issues associated with conflicts, by

  • Ensuring that no event overlap ever occurs (No two events are in the same time slot)
  • Booking slots based on technician availability and task importance
  • Identifying probable discrepancies that may arise as a result of allocation
  • Carrying out allocation against unprecedented factors such as backing out by Employee’s unexpected absence at the last minute due to sickness, emergency, etc.

The most important question here remains what is it that the software takes into consideration for building conflict-less schedules? Improving the accuracy of scheduling is a continuous process. As a professional vendor, we keep enhancing the capabilities of our scheduling and dispatch by refining the algorithms that make the schedules. These algorithms capture minute elements like travel time, route details, vehicle age, technician expertise, experience, etc. to build conflict-less schedules.

Readiness to respond with confidence

Any service business has a wide spectrum of roles that various technicians lead, which focus on delivering in-time services to customers. The efficiency of the response mechanism matters a lot to keep the response times low. As a hallmark of service quality, response time helps build an image amongst customers.

In his recent study, The Time to Win, Jay Baer, a renowned customer service expert, discusses the impact responsiveness can make on the experience and loyalty of customers towards a business. Baer’s findings reveal that two-thirds of customers consider speed as important as the price.

So, if your technician is not able to make it on time, then the implications won’t be promising for your business. Conversely, you can set a highly positive impression by starting to use a scheduling and dispatch, which can assist in countless ways, such as:

  • Assigning tasks to technicians who are closest to the site, considering skills, experience, and suitability to the problem
  • Prioritizing requests for key tasks
  • Setting deadlines for technicians to accomplish tasks so that they can swiftly move on to the next one.
  • Offering buffers to accommodate delays

As three important KPIs viz. First Response Time (FRT), Average Handling Time (AHT), and Ticket resolution time, make the overall service response time, tracking each of these KPIs for various service request categories is important to optimize the overall response time.
The good part is that a scheduling dispatch will give you direct insight into these KPIs. For service categories with higher numbers, you can identify the root cause, initiate steps to optimize processes, and reduce response time.

Conquer routes and navigation with precision

“The shortest distance between two points is a straight line,” said Archimedes centuries back. But the shortest distance will not always be a straight line for your field technicians. Imagine them travelling to customer sites in New York, Chicago, or Houston, where there are multiple routes to reach the destination site.

All you need is an opportunity to identify the most cost-effective route, as the words of Thomas Edison summarize: “Good fortune is what happens when opportunity meets with planning.” A good field service scheduling software brings fortune and opportunity together by building the most efficient route plans for your field technicians.

Mckinsey in its study reported that smart scheduling reduced job delays per week by a whopping 67% and increased the jobs completed by 6% from 2021 to 2022. A scheduling can make such improvements possible through its various features.

Scheduling dispatch can analyze traffic patterns, road conditions, and other variables to suggest the most efficient routes. As a result, businesses can save fuel costs and reduce vehicle wear and tear by minimizing travel time. So, if your technicians were to drive 15 hours per week or 80 miles, with optimized routes, they would have to travel 12 hours, covering 65 miles. The example signifies how even a modest reduction through route optimization adds significantly to your annual savings.

Technically, the software uses highly complex mathematical models such as a two-level optimization model or time-constrained process network synthesis to develop plans. Supported by the models, the plans improve iteratively until we get the best version.

Serving as a go-to guide for route planning, the tool creates a transportation blueprint where field technicians have the most optimal routes at their disposal. Less travel time results in more service requests, doesn’t lead to frustration among technicians and creates a sense of happiness among customers.

Upgrade real-time decision-making standards

“Too often we forget that genius, too, depends upon the data within its reach, that even Archimedes could not have devised Edison’s inventions. We also forget that genius is not genius all the time, although it is superior all the time,” once mentioned by Ernest Dimnet, the author of The Art of Thinking.

And however smart a scheduling manager might be, he can never be a genius without real-time data.

Is it scheduling that brings the geniuses?

Indeed, yes.

A scheduling and dispatch app paves the way for informed decision-making by providing a holistic view of the staff and operational activities. You can track the current status of work and identify probable scheduling moves, which helps in rightly driving technician movement. Continuous update through live status helps ensure transparency in operations. So, you can make your technicians committed to their work through the program.

A centralized database allows you to extract crucial insights, allowing you to make scheduling decisions quickly and accurately. Using the analytics capabilities of the system, you can easily get real-time insight into:

  • Current number of technicians working in the field
  • Overtime status (hours, number of shits, reasons for overtime)
  • Available technicians who can be utilized to address unexpected requests
  • Shifts that are suffered due to understaffing/overstaffing
  • Attendance (presence/absence)

Unlock Seamless Communication and Collaboration

86% of leaders cite lack of collaboration as the top reason why initiatives fail. Field operations cannot fall outside the purview of this fact.

Right communication is the key to perfect collaboration, but surprisingly, this can be hard for many field service businesses. Factors like constant growth, and complex organizational structure that continue to grow more and more complex can make it difficult for managers to ensure that each member is connected.

A scheduling application eliminates the communication gap between managers and technicians as well as amongst technicians. When schedules are changed, technicians receive an alert about the change in shifts or assignments. These schedules are accessible to the team over mobile devices 24/7, which empowers managers to keep the team ever-informed about work changes. In a similar way, technicians can manage their schedule through a dedicated functionality to:

  • Mention their availability
  • Bid on available shifts
  • View shifts that have been scheduled
  • Show readiness for overtime
  • Identify tasks that provide early release
  • Request shift exchanges

Overall, the scheduling and dispatch keeps the entire field staff on the same page, where a transparent view is possible and technicians have the flexibility to communicate.

Also read: How to optimize field service scheduling process

Sail through Compliance Complexities

Adhering to labor laws and regulations is as important as delivering seamless service. In countries like the USA with a federal structure, each state can frame its own laws for overtime and worker exhaustion, and building schedules that don’t violate norms can be ridden with many complexities.

For thousands of workers with various skills and shift schedules, managing the maximum hours worked and consecutive shifts is difficult. As a result, you need an adaptable scheduling to meet your firm’s peculiar needs.

A scheduling program tailored to your company’s policies assures adherence to the workforce or overtime restrictions and notifies you when overrides or exceptions are necessary.

Here is a case in point: Encountering compliance challenges, energy and petrochemical giant, Shell implemented a scheduling and dispatch system. The tool used smart logic to automate and guarantee adherence to company-driven standards and American Petroleum Institute (API) fatigue management recommendations (RP 755). As a result of the implementation, soon, Shell saw their compliance process getting streamlined, as it could easily adhere to all regulatory requirements.

Conclusion

Unprecedented occurrences such as emergency requests and last-minute calls can spoil your plans and disturb the schedules. In the wake of these challenges, a dispatch and scheduling serves as your trustworthy companion, offering limitless benefits.

So, take time to analyze your current scheduling process and to reengineer it by applying different scheduling features that FieldCircle’s Scheduling offers. With us, you can smooth out your scheduling process and speed up service delivery.

Automate Your Scheduling
and Dispatch Process

  • Increase Profitability
  • Reduce Costs

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Why Business Ethics Matter in the Field Service Industry? https://www.fieldcircle.com/blog/why-business-ethics-matter-in-service-industry/ Thu, 15 Jun 2023 13:57:59 +0000 https://www.fieldcircle.com/?p=15411 Contrary to popular belief, making ethical choices can lead to wealth and growth. As Warren Buffett wisely stated, “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” This quote highlights the significance of ethical behavior in business and the potential consequences … Continue reading Why Business Ethics Matter in the Field Service Industry?

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Contrary to popular belief, making ethical choices can lead to wealth and growth.

As Warren Buffett wisely stated, “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.

This quote highlights the significance of ethical behavior in business and the potential consequences of disregarding ethical principles.

Take Costco’s fair wages and Volkswagen’s avoidance of layoffs as examples demonstrating how ethical practices can keep employees satisfied and motivated. Best Buy’s commitment to sustainability shows that doing the right thing can even help a company survive tough times.

In today’s socially conscious marketplace, consumers pay close attention to a company’s ethics and values.

According to Barclay’s survey, 63% of customers want to see more ethical practices from companies. This statistic emphasizes the growing demand for ethical conduct among consumers.

Embracing ethics builds trust, fosters relationships, and boosts competitiveness. Your actions matter, so to prioritize honesty and integrity, you’ll need to learn different aspects of ethics.

In this article, we will explore the importance of business ethics in the field service industry and provide insights on how to navigate them successfully.

Embrace Ethics as a Guiding Light – Understanding the Significance!

Sure, right and wrong are subjective.

Each person chooses a different path based on their moral backbone. Business ethics means embracing core principles that prioritize integrity and the well-being of all stakeholders.

It’s about creating a moral foundation for your actions and decisions. By upholding these principles, you shape your company’s destiny and foster a positive work environment.

Let’s take a look at some of these core principles:

  • Protect the basic rights of the employees/workers.
  • Follow health, safety, and environmental standards.
  • Continuously improve products, operations, and production facilities to optimize resource consumption.
  • Indulge in truthful and reliable advertising.
  • Treat everyone (employees, partners, and customers) with respect and integrity.

Role of Ethics in Business: The Key to Tangible Success

Ethics in business has a tangible impact on success.

Ethics in business success promotes a positive work environment, builds trust with employees, customers, and partners, and leads to satisfied employees, increased sales, lower regulation costs, more customers, and a strong reputation.

Also read: Why should you use field service software

John C. Maxwell once said, “Ethics is about how we meet the challenge of doing the right thing when that will cost more than we want to pay.” It’s about taking action and committing to doing what is right, good, and proper.

The Intersection of Ethics and the Field Service Industry

When you provide a service to someone, it’s not just about fixing something or completing a task. Rather it’s about the values and principles that guide your actions. Being ethical means doing what’s right for your customers, your team, and even the environment.

And field service businesses encounter distinct ethical challenges because they operate in a dynamic and ever-changing environment.

Consider the following examples:

  • Privacy Concerns: Technicians often have access to sensitive information, such as customer data or trade secrets. Ensuring the proper handling and protection of this information is crucial.
  • Environmental Impact: Field service operations can have a significant environmental footprint, from fuel consumption to waste generation. Finding ways to minimize this impact is both an ethical obligation and an opportunity to demonstrate corporate responsibility.
  • Fair Pricing and Transparency: Providing transparent pricing and fair estimates is essential to build trust with customers. It’s crucial to avoid unethical practices such as hidden fees or overcharging for services.

When Ethics and On-site Service Shake Hand..

When technicians enter customers’ spaces, it’s more than just fixing equipment. It’s about respecting their personal spaces and privacy.

Ethical accountability is crucial in on-site service. Empower your technicians as trusted experts and remind them of the significance of their role. Encourage ethical practices and uphold respect in every interaction.

Let’s dig deeper into the importance of business ethics in the field service industry.

Reasons Why Business Ethics Matter in the Field Service Industry

Tailors Experiences that Echo in the Customer’s Mind

When it comes to providing exceptional field service experiences, the role of business ethics becomes paramount. Transparency and honesty in service delivery are key ingredients in creating memorable interactions that resonate with customers.

  • Maintaining ethical practices in the field service industry not only builds trust but also leads to long-term benefits for your business. Here are some impacts and benefits:
  • Enhanced Reputation: Ethical communication and transparent service delivery build a strong reputation for your business, fostering customer loyalty and attracting new clients.
  • Customer Satisfaction: By prioritizing honesty and transparency, you ensure that customers receive accurate information and have realistic expectations, leading to higher satisfaction levels.
  • Long-Term Relationships: Ethical practices create a foundation of trust, fostering long-term relationships with customers and generating repeat business.

To maintain ethics in the field service industry, consider the following:

  • Prioritize quality: Deliver the highest quality services, avoiding shortcuts or compromising on standards.
  • Communicate openly: Provide clear and honest information to customers, addressing any concerns or issues promptly.
  • Practice accountability: Take responsibility for any mistakes or errors and make appropriate amends to ensure customer satisfaction.

In the words of Michael Fellows, founder of Patriot Crew, “It is very important to put your best foot forward with your product/service quality and not try to cut corners. It’s always financially beneficial in the long term to do the right thing.”

By upholding ethical practices, your field service business can tailor experiences that leave a lasting impression on customers, building a strong reputation and driving long-term success.

Keeps Your Best People by Your Side!

Gaining the trust of customers is crucial, but what about your relationship with your own team?

As the CEO of FieldCircle says, “Creating a thriving work environment with ethical practices not only earns trust but keeps the best. Work ethic breeds success.

Prioritizing ethics in your field service business strengthens the bond of trust with your employees, which is one of the key advantages of business ethics.

It forms a solid foundation that holds your operation together, creating a positive work environment where everyone feels valued, respected, and motivated to excel. Let’s see how:

Cultivates a Culture of Integrity:

Integrity isn’t just a fancy word; it’s the foundation upon which your field service business stands.

As a startup founder or service provider, you have the power to shape a culture of integrity within your organization.

By consistently making ethical choices, you inspire your team to do the same, fostering pride, loyalty, and higher job satisfaction.

Embraces Open Communication and Transparency:

Let’s face it, open communication and transparency are like fuel for a thriving work environment.

When your team feels heard, and their concerns are taken seriously, they become more engaged and committed to their work.

By practicing ethical communication and encouraging open dialogue, you empower your employees to voice their opinions, share ideas, and contribute to the growth of the company.

Attracts and Retains Top Talent:

When you promote a culture of ethics within your field service business, you position yourself as an attractive employer.

This can help you attract high-performing individuals who align with your values. Moreover, when your employees feel connected to your ethical mission and vision, they are more likely to stay loyal and committed in the long run.

Dodges Trouble and Discovers Hidden Wins

Let’s say a field service business specializing in home renovations faces a choice when sourcing materials for a project. They can either use subpar materials to cut costs and increase profits or invest in high-quality materials that align with their commitment to providing superior service.

If they choose the unethical path and use substandard materials, the immediate gains may include higher profit margins. However, once clients discover the use of low-quality materials or experience issues due to their inferiority, the company’s reputation is tarnished.

Trust is lost, and clients may take legal action against the business for breaching their expectations and contractual agreements.

When you prioritize honesty, transparency, and fair practices, you build a reputation as a trustworthy and reliable service provider. This reputation not only safeguards you against legal issues but also opens new doors of opportunity. Clients are more likely to choose firms with ethical business practices, and your commitment to ethical practices can set you apart from your competitors.

It’s The Jedi Code of Decision-Making

As a leader in the industry, you have the incredible opportunity to shape an ethical culture that resonates with your team and influences the decisions they make. Let’s take a moment to explore how ethical leadership enhances decision-making and why it truly matters in the field service industry.

Establishing Ethical Standards through Leadership:

Think of ethical leadership as a compass that guides your entire organization. By setting clear ethical standards, you inspire your team to embrace integrity, fairness, and ethical practices in everything they do. Your actions and decisions serve as a powerful example for others to follow, creating an environment where ethical behavior becomes the norm.

As a leader, you hold a special power to influence the behavior and actions of your team members. When you lead by example and prioritize ethics in your own conduct, you create a ripple effect throughout the organization. Your team members are more likely to mirror your ethical behavior, fostering an ethical culture that permeates every aspect of your business.

Enhanced Decision-Making through Business Ethics:

Here’s the secret to making better decisions: infuse them with ethical principles. When you prioritize ethics in decision-making, it leads to more thoughtful, responsible, and sustainable outcomes. This is especially crucial when dealing with difficult customers, as ethical decision-making ensures that responses remain fair, respectful, and solution-oriented. By considering the ethical implications of your choices, you create a customer-centric approach that prioritizes the well-being of your customers, employees, and the wider community. It’s a powerful way to align your business goals with your values while maintaining positive relationships, even in challenging interactions.

Conclusion

The importance of business ethics in the field service industry cannot be overstated. It’s not just about avoiding legal issues or missed opportunities but about building a foundation of trust and integrity. As a service provider, you have the power to make a difference by making ethical choices every day.

To improve business ethics in your company, start by defining your core values and integrating them into your daily operations.

Foster a culture of open communication and accountability, where employees feel empowered to speak up against unethical practices.

Regularly review and update your ethical guidelines, with the help of a reliable field service management app, to ensure they align with changing industry standards.

Remember, upholding ethical standards in the field service industry is not just a short-term strategy. It paves the way for long-term success and sustainability. By prioritizing ethics, you build a reputation that attracts loyal customers, talented employees, and valuable partnerships.

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Most Commonly Used Maintenance Metrics and How To Track them Efficiently https://www.fieldcircle.com/blog/commonly-used-maintenance-metrics/ Wed, 15 Mar 2023 05:45:46 +0000 https://www.fieldcircle.com/?p=14315 If you’re responsible for maintaining equipment, you know how important it is to keep them running smoothly and avoid costly downtime. One key to achieving this is by tracking and analyzing common maintenance metrics. By doing so, you can gain insights into the health of your equipment and identify areas for improvement, and optimize your … Continue reading Most Commonly Used Maintenance Metrics and How To Track them Efficiently

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If you’re responsible for maintaining equipment, you know how important it is to keep them running smoothly and avoid costly downtime. One key to achieving this is by tracking and analyzing common maintenance metrics. By doing so, you can gain insights into the health of your equipment and identify areas for improvement, and optimize your maintenance program.

From the report “The True Cost of Downtime,” large facilities experience an average of 27 hours of machine failures per month, resulting in a cost of $532,000 for each hour of unplanned downtime. This is worth US$864 billion per year across Fortune Global 500 industrial companies. Usually, the cause of such failures is the absence of knowledge about the right metrics, let alone the process to track them.

With the right metrics at their disposal, companies can establish robust performance benchmarks and prioritize improvement, strategy, and long-term growth. This entails identifying improvement areas, aligning KPIs with overall business strategy, and a strong monitoring process.

Overall, by tracking maintenance metrics, you can remarkably improve the outcome from your equipment. As a result, here, in this blog post, we’ll explore some of the most common maintenance metrics and tips on how to track them effectively.

Exploring Essential Metrics for Effective Maintenance Management

A holistic equipment maintenance and management strategy is supported by relevant maintenance performance metrics and a strong monitoring system. Here, we first start by exploring the common metrics that are used to improve and optimize maintenance operations, ensuring data-driven decision-making and enhanced efficiency.

Mean time to repair (MTTR)

MTTR is the measurement of the average time taken to fix a piece of equipment or machinery after it has malfunctioned. It’s like a stopwatch that ticks from the moment a machine fails to the point it is back in working condition.

MTTR= total repair time / total number of repairs

It is an essential measure of maintenance efficiency, and a low MTTR indicates that the maintenance team can quickly identify and resolve equipment failures. This means less downtime and more time for production. In contrast, a high MTTR indicates that maintenance processes may not be effective, leading to increased downtime and reduced productivity.

Also read: How to choose best CMMS

By tracking MTTR, organizations can pinpoint the root cause of equipment failure and take necessary steps to prevent similar failures in the future.

Emergency work orders (EWOs)

EWO is an unplanned or emergency maintenance task that requires immediate attention to prevent further damage or safety hazards. EWOs are a critical measure of maintenance team responsiveness and agility.

It is calculated by,

EWOs = Total emergency work orders / Total number of work orders

When an EWO is raised, it’s a race against the clock to get the equipment up and running as quickly as possible. Tracking EWOs helps organizations identify recurring issues and evaluate the effectiveness of their maintenance processes. A high number of EWOs is an indication of poor equipment reliability or a lack of preventive maintenance.

Planned maintenance percentage (PMP)

Planned maintenance percentage is a measure of the percentage of maintenance tasks that are planned and scheduled in advance. It’s like a forecast for maintenance work that needs to be carried out in the future, ensuring that everything is in order before it becomes a problem.

PMP = Planned maintenance hours / Total maintenance hours × 100

Tracking PMP enables maintenance teams to identify areas for improvement and optimize their maintenance processes further. For example, if PMP is low, maintenance teams may need to adopt more preventive maintenance measures or improve scheduling practices. Leveraging preventive maintenance software can help streamline these efforts by automating scheduling, tracking maintenance tasks, and ensuring timely interventions. PMP values over 90% are described as world-class maintenance, whereas values over 70% are acceptable.

Mean time between failures (MTBF)

Mean time between failures (MTBF) is a measure of how often equipment fails within a specific time frame or how frequently a particular type of failure is anticipated to occur.

MTBF=total number of operational hours / total number of failures

MTBF is a useful metric for evaluating the effectiveness of maintenance strategies and identifying areas for improvement. For example, if MTBF is low, it may indicate a need for more frequent preventive maintenance or a requirement for equipment upgrades or replacements. Calculating the mean time between failures is one method you may use to start controlling unplanned downtime at your business.

Overall equipment effectiveness (OEE)

Overall equipment effectiveness (OEE) is a powerful metric that measures the performance, availability, and quality of equipment. This is like a report card for equipment, providing a comprehensive overview of how well the equipment is functioning and how it can be optimized for maximum efficiency.

OEE is expressed as a percentage and calculated as:

OEE = Availability x Performance x Quality

We offers a data-driven view of the effectiveness and efficiency of your maintenance procedures. To reduce product defects, an OEE value of 100% is what you should aim for.

Maintenance Backlogs

Maintenance backlogs refer to the accumulation of maintenance tasks that have not been completed, either because of a lack of resources or because of other priorities. A high maintenance backlog suggests that maintenance teams are struggling to keep up with demand, leading to equipment downtime and increased maintenance costs.

Maintenance Backlogs = Number of pending work orders / Total number of work order

A decent maintenance backlog value is achieved by prioritizing maintenance tasks, improving scheduling practices, or increasing resources.

Preventive maintenance compliance (PMC)

The percentage of tasks completed on time as per the schedule is known as PM compliance. It’s an additional metric for assessing the consistency and resource-saving effectiveness of a Preventative Maintenance (PM) program. It is expressed by,

PMC = (Number of PM tasks completed on schedule / Total number of PM tasks) x 100%

As a general guideline, PM tasks should be completed within 10% of the planned maintenance interval. Monthly PMs must be finished three days before the deadline.

A high PMC indicates that maintenance teams are following the preventive maintenance schedule effectively, while a low PMC indicates needed improvements in maintaining compliance.

Equipment downtime

Equipment downtime refers to the time that equipment is not functioning due to maintenance or unplanned issues. It can have a significant impact on business operations, causing delays, reduced productivity, and increased costs. Equipment downtime can be calculated by,

Equipment downtime = Total downtime / Total available production time x 100%

By analyzing equipment downtime, maintenance teams can identify patterns and trends that may point to larger issues with equipment, such as recurring breakdowns or failures. According to the International Society of Automation (ISA), at each downtime incident, factories lose between 5 and 20 percent of their productive potential.

Common maintenance metrics

 

Tips on How to Track Maintenance Metrics Effectively

Tracking these metrics can be challenging, especially if you’re not sure where to start. Here are some tips on how to track maintenance metrics effectively.

Kick start by defining

Before you start tracking the metrics, it’s essential to define what you’re measuring and why. You should clearly define each metric and ensure that it aligns with your maintenance objectives. This will help you ensure that you’re tracking the right metrics and using them to improve maintenance performance effectively. By outlining the metrics above, we have simplified this task for you.

Identify and proceed

Once you have identified your key metrics, the next step is to identify the methods to measure them. You can use various tools such as data collection software, maintenance management software, spreadsheets, or manual logs. Ensure that your methods are consistent to avoid errors in measuring metrics.

Measuring maintenance metrics will follow a mix of generic and contextual approaches, because data extraction process may majorly remain the same for most metrics. Depending upon the complexities of data collected and metric calculation complexities, data cleaning and exploratory data analysis will follow accordingly.

Benchmark to succeed

Benchmarks are critical in tracking effective maintenance metrics because they provide a reference point for comparison. Without benchmarks, it is challenging to determine whether you are improving or not. Some common benchmarks include:

  • Industry Benchmarks: Benchmarks based on industry standards and best practices.
  • Internal Benchmarks: Based on your organization’s past performance or the performance of similar equipment.
  • External Benchmarks: Based on the performance of your competitors or other organizations in similar industries.

Move up with a schedule

To track these metrics effectively, you need a schedule for maintenance data collection and recording. This will depend on the frequency of maintenance activities, the type of metrics you are tracking, and the data collection method.

Gather and extract

Collect data regularly and record it accurately. This may require training your team to use specific data collection methods like sensor technology, condition-based monitoring, or software tools. For example, condition-based monitoring is particularly useful for identifying potential failures before they occur. Be consistent in your data collection to ensure that your metrics are accurate and reliable.

Unearth and explore

Analyze the data you have collected to identify trends, patterns, and areas for improvement. This may involve root-cause analysis to determine the underlying causes of failures or downtime. By identifying the root cause, you can take corrective actions that will prevent future failures. And compare the data to benchmarks to determine performance. Use this information to develop and implement a maintenance strategy to improve your metrics.

Communicate to help interpret

Communicate the output of your maintenance KPIs to your team, stakeholders, and management. This will help everyone understand the current state of your maintenance program and any areas that need improvement. Use this communication to get buy-in for any changes that you need to make to improve your metrics.

Getting Practical Insights

A mid-sized maintenance service provider was facing challenges in keeping track of maintenance operations and managing the team’s workload. It approached us, and after analysis of the context, we identified the key metrics that were essential to improve the maintenance process.

In order to overcome the toughest challenge – tracking the identified maintenance metrics, we implemented our CMMS and configured it to their bespoke needs.

The results were remarkable. Apart from automating task tracking, our solution resulted in downtime reduction and increase in planned maintenance percentage. The software also streamlined their yearly audit and freed its team from remaining stuck to minute details, allowing them to focus on the larger picture and resulting in cost savings in the long term.

how to track maintenance metrics

Streamline Maintenance Metric Tracking with a Robust Maintenance Software Suite

Organizations use maintenance KPI metrics to get crucial data about equipment performance and reliability. Although they are commonly used, each metric contains unique information. These common maintenance metrics are ultimately responsible for maximizing the potential of the equipment.

When tracking metrics, it’s essential to understand what these metrics tell you and how they can help you improve your operations. With the help of reliable maintenance management software, organizations can streamline performance metrics tracking in one centralized location, allowing for better communication and collaboration across teams. This helps to improve maintenance operations, reduce costs, and increase overall efficiency.

Drive Growth with
Modern CMMS
Software

  • Increase Profitability
  • Reduce Costs

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What to Look for When Buying Equipment Maintenance Software! Follow These Tips https://www.fieldcircle.com/blog/tips-to-search-best-software-for-maintaining-equipment/ Thu, 02 Mar 2023 12:15:02 +0000 https://www.fieldcircle.com/?p=14203 Maintenance management continues to remain a vital function in almost every industry. The number speaks of growth as the global maintenance market is expected to hit the $701.3 billion mark by 2026. Equipment service applications play a pivotal role in this remarkable growth as businesses embrace service solutions. Having the best equipment solution eliminates the … Continue reading What to Look for When Buying Equipment Maintenance Software! Follow These Tips

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Maintenance management continues to remain a vital function in almost every industry. The number speaks of growth as the global maintenance market is expected to hit the $701.3 billion mark by 2026. Equipment service applications play a pivotal role in this remarkable growth as businesses embrace service solutions.

Having the best equipment solution eliminates the obstacles coming in the path of your business’ success. Afterall, managing your equipment in optimal condition is vital for the seamless operation of your business.

However, machinery service work can be challenging, especially when dealing large inventory. Fortunately, technology has come to the rescue with a solution that can help fine-tune the service process. This is where the equipment maintenance software buying guide comes into play. With many available options, how do you choose the best tool for your business needs?

With the right platform at your side, the service process will be a piece of cake, allowing you to boost productivity effortlessly. But, if you make an incorrect choice, it can result in wasted time, escalated expenses, and in the end, machinery downtime. This is why you need to select a tool cautiously.

To help you in this process, we have crafted a list of essential things to look for in equipment maintenance software. Considering these factors, you can make a well-informed decision that aligns with your business requirements and ensures smooth machinery management.

What to Consider When Finding the Right Equipment Management Software

If you’re searching for the best equipment service solution, it’s crucial to consider various factors that align with your business’s specific needs. Investing in the right digital solution can significantly streamline your service processes, increase productivity, and reduce downtime. Here are some essential tips to buying the best equipment maintenance software:

Start with Pre Assessment

Before looking for a platform, identify the company’s needs. This process involves taking stock of your inventory, identifying the challenges and pain points you face in managing machinery, and defining the goals you hope to achieve with the application.

The service process will be more complex and time-consuming if you have a larger inventory. In such cases, you’ll need a solution that can handle the scale of your operations, with features such as asset tracking, preventive method service scheduling, and work order management. On the other hand, if your inventory is relatively small, you may not require all the bells and whistles, and a simpler, more straightforward interface may suffice.

Be ready with expectations

What do you hope to achieve by implementing the top management solution? Are you looking to reduce downtime, increase productivity, or optimize service operations? Defining your required application features and capabilities to achieve those goals will help narrow your options.

Dig deeper

Once you have identified your company’s goals and needs, you can start evaluating the features of different service solutions. Choose the proper machinery management application to automate service operations and help you schedule preventive method service tasks. Also, consider solutions that allow you to monitor and track your machinery’s performance.

Key features to consider:

  • Asset tracking
  • Preventive method service scheduling
  • Work order management
  • Reporting & analytics

Look for bespoke options

When exploring the steps to choose the best equipment maintenance software, one crucial aspect is the level of customization available. Look for bespoke options that allow you to tailor the tool to align with your unique business needs ideally. This means having the flexibility to select and customize the most essential features, such as adding specific fields to your machinery inventory or generating custom reports—ultimately helping you more effectively maintain equipment and software across your operations.

Also read: Benefits of Using an Equipment Maintenance Software

When you are looking for the best service program, make sure you consider the level of customization that is available. Some digital solutions may offer limited customization, while others offer a wide range of customization options.

Note: It’s also important to consider the ease of customization. You don’t want to spend much time and resources trying to customize the interface. Look for an interface that is easy to use and allows you to make changes quickly and easily.

Check for Compatibility

The integration option helps the program connect and communicate with other platforms you may already have, such as accounting, inventory management, or other business applications. This integration helps you streamline your workflows and reduce the need for manual or duplicate data entry across different solutions.

Some solutions may offer pre-built integrations with popular business applications, while others require custom integrations. Select the tool with an intuitive interface and easy-to-use integration tools, so you can quickly and easily connect it with your other solutions.

Know that accessibility is the bridge

Mobile accessibility is an essential factor to consider when choosing top management solutions. One with mobile accessibility can manage your machinery from anywhere and anytime, which can be especially useful for businesses with mobile workforces. Check for the application that offers the same features and functionality on the mobile and desktop versions. Ensure the platform is compatible with iOS and Android and uses encryption and other security measures to protect your data while accessed on a mobile device.

Never compromise on having an ironclad framework

You must consider the security standards they follow to protect sensitive information. There are several security standards that a company should follow, such as ISO 27001, NIST Cybersecurity Framework, HIPAA, PCI DSS, and SOC 2.

Pick the solution with a strong track record regarding security, regularly updates its systems to address potential vulnerabilities, and has robust disaster recovery protocols in place. Choosing a company with solid security features and a commitment to protecting sensitive information can help ensure your machinery service processes run smoothly and securely.

Keep checking the pulse

Reviews and ratings can provide valuable insights into the user experience of the interface, including its features, ease of use, and customer support. Reading reviews and ratings on different sites, you can better understand what to expect from the solution and whether it will meet your needs.

When looking for reviews and ratings, there are several sites you can check, including review websites like Capterra and G2, as well as user forums and social media. Read various reviews from different sources to get a well-rounded understanding of the its strengths and weaknesses.

Take reviews and ratings with a grain of salt, as every business has different needs and requirements.

Keep reminding yourself that each penny matters

Check with the cost, including the upfront cost and any ongoing fees, such as subscription or service fees. When comparing the cost of different alternatives, remember that the cheapest option may sometimes be the best option. Choose one that offers the features and functionality you need at a price that fits your budget.

Go for elbow-deep statistical exploration

The reporting and analytics feature allows you to generate reports on various aspects of your asset, such as service history, inventory levels, and utilization rates. These reports can help you make data-driven decisions about your machinery and identify areas for improvement.

It must offer intuitive dashboards, easy-to-use dashboards, report builders, and advanced analytics, such as predictive method service and utilization forecasting, to help you avoid issues before they occur.

You must be led by hand-holding

One of the critical aspects you should consider is the customer support provided by the vendor. Questions to ask when buying equipment maintenance software include how accessible and responsive their customer support is.

Imagine encountering issues with the application or having questions about its functionality; reliable customer support can make all the difference.

An American Express and Ebiquity study says,” 33% of Americans consider switching companies after just a single instance of poor customer support.”

Make sure to research the vendor’s customer support options like support channels, such as phone, email, and live chat, and check their support hours align with your business hours. Some vendors may offer essential support for free, while others may charge extra for premium support options.

Look for seamlessness in adoption

The roll-out for the solution must happen seamlessly.

Select one that provides adequate training and implementation support. This may include online tutorials, user guides, onboarding assistance, and dedicated support personnel. This level of training can make a big difference in how quickly and smoothly you can adopt the new interface.

Conclusion

When selecting the right service platform for your business, several key factors must be considered. To ensure a smooth and effective service process, it’s important to know what to look for when buying equipment maintenance software.

You can streamline your service processes by ensuring that the system you opt for has all the necessary features, is user-friendly, and is mobile-friendly. It’s also wise to compare the options with different solutions to find the perfect match that ticks all your boxes.

Moreover, choosing a trustworthy equipment maintenance software that provides top-notch customer service can seal the deal and guarantee you get the most out of your solution. Considering all these factors and weighing various options, you can pick the best solution that fits your needs and drives your business toward success.

The post What to Look for When Buying Equipment Maintenance Software! Follow These Tips appeared first on FieldCircle.

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Top 8 Benefits of Using Equipment Maintenance Solution https://www.fieldcircle.com/blog/benefits-of-equipment-maintenance-solution/ Tue, 28 Feb 2023 13:00:44 +0000 https://www.fieldcircle.com/?p=14188 Any industry that relies on equipment for its business must prioritize maintenance management to ensure the smooth functioning of equipment, as they are the life-saving raft to keep the equipment in good condition. Tragically, it is hard to keep up with the maintenance schedules of complex machinery. Without proper maintenance of equipment, downtime may increase, … Continue reading Top 8 Benefits of Using Equipment Maintenance Solution

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Any industry that relies on equipment for its business must prioritize maintenance management to ensure the smooth functioning of equipment, as they are the life-saving raft to keep the equipment in good condition. Tragically, it is hard to keep up with the maintenance schedules of complex machinery. Without proper maintenance of equipment, downtime may increase, leading to decreased operational productivity.

As per Forbes, “Industrial manufacturers face an average of 800 hours of equipment downtime each year, equivalent to over 15 hours per week. The resulting unplanned downtime is estimated to cost the industry up to $50 billion annually”.

With the correct maintenance routines, equipment efficiency, and productivity are increased. This highlights the importance of having an efficient equipment maintenance management system in place. As a result, most businesses are choosing to implement maintenance software to enhance their operational capabilities. They are being driven to the choice due to multiple benefits that a maintenance software for your equipment offers, as we discuss here.

Notable Benefits of Equipment Maintenance Management you can experience on implementing it

Maintenance Management software is a great solution to manage equipment maintenance processes. Here we explore the various benefits of using the software.

Achieving Asset Accountability

The machinery and equipment in your organization are likely to be some of your most valuable investments. To ensure that these assets operate at their optimum level, it is crucial to maintain them properly. Identifying each asset, and tracking its working condition is an essential aspect of equipment maintenance, and this can be achieved through the use of maintenance software.

This software can not only help you keep track of each piece of equipment, but it also enables you to annotate specific information about each of them, such as their serial numbers, makes, and models. This equipment maintenance log can be incredibly useful for tracking the maintenance history of each asset, which can help you schedule preventative maintenance tasks and avoid unexpected breakdowns.

Anticipating Equipment Maintenance Needs

Maintenance software for equipment helps organizations anticipate maintenance needs by tracking equipment performance and planning to schedule before they become problems.

To simplify this, maintenance software has been designed to support three types of scheduling. These types include time intervals, meter readings, and fixed date schedules.

  • With the time interval scheduling, maintenance activities are scheduled based on a set period. Here, the software keeps stakeholders informed about a piece of equipment requiring maintenance every three months.
  • The meter reading option bases maintenance on the usage of the equipment. Here, the tool keeps a track of a vehicle requiring an oil change after it has been driven for a certain number of miles.
  • The fixed date schedule option schedules maintenance based on a specific date or time frame.

The software is equipped with alerts that notify you when a specific type of maintenance is due. This ensures that maintenance activities are performed on time, reducing equipment downtime and preventing any potential issues that may arise from inadequate maintenance.

Streamlined Parts Tracking for Repairs and Replacements

One of the key benefits of maintenance software for your equipment is the ability to help organizations keep track of parts and inventory. This allows industries to monitor their inventory levels, ensuring that they always have the necessary spare parts available when needed. This makes it easy to order and replace parts, minimizing the time it takes to complete repairs and reducing equipment downtime.

This also helps to prevent situations where maintenance activities are delayed or incomplete due to a lack of necessary spare parts. With equipment maintenance tracking and management, organizations can proactively order spare parts and complete repairs and replacements before a breakdown occurs, reducing the need for costly emergency repairs.

Impeccable Records of Maintenance Histories

Having a detailed record of equipment maintenance history allows organizations to know,

  • When maintenance activities were performed?
  • What was done? and
  • Who performed the service?

By maintaining this record, organizations can quickly identify recurring problems and optimize maintenance schedules.

Analyzing maintenance history data helps to determine which equipment requires more frequent maintenance, which parts are prone to failure, and which service providers are performing the most effective maintenance work. This data can then be used to improve maintenance schedules and procedures, and ultimately improve the process of maintenance of equipment which is essential to ensure their longevity and efficient functioning.

Ensuring Compliance with Equipment Regulatory Qualifications

Proper maintenance of equipment is necessary to comply with safety regulations and standards. To ensure the safety of workers, every organization should meet equipment regulatory requirements. By keeping track of equipment certifications and licenses, the software helps to ensure that the equipment is safe to operate and is compliant with all applicable regulations.

This includes certifications and licenses related to equipment operation, such as forklift certifications, as well as environmental and safety certifications, such as hazardous waste disposal certifications.

The software alerts when regulatory requirements change, ensuring that organizations are always aware of any changes that may affect the equipment. There are two important ways in which this helps. First, it minimizes the risk of accidents, injuries, and environmental damage. And second, it helps organizations to stay in compliance with regulations and avoid penalties or fines for non-compliance.

Closely Monitoring Maintenance Costs with Unmatched Accuracy

In the equipment maintenance process, expenses can quickly accumulate, causing a financial burden to businesses. However, managing these expenses with software optimizes maintenance operations and reduces unnecessary spending.

These expenses may include labor costs, equipment rentals, and costs associated with parts replacement. By recording and analyzing this information, businesses can identify areas where they may be overspending and make necessary adjustments to optimize their spending.

The outcome is that this helps in identifying areas where they may be overspending. Further, it assists them in making informed decisions to optimize their maintenance operations. So, apart from saving money, the software also ensures that equipment is maintained at optimal levels.

Enhance Warranty Management

Maintenance software stores all warranty-related information for the equipment, including warranty start and end dates, terms and conditions, and any associated documentation. This equipment maintenance log ensures that the warranty information is easily accessible and organized, reducing the risk of missed warranty claims due to lost or forgotten paperwork. As part of broader equipment maintenance tips, keeping a well-maintained digital record of warranty details helps optimize repair costs and supports timely decision-making.

Moreover, maintenance management software can also automate the warranty claim process, ensuring businesses make timely claims before the warranty period expires. This automation process reduces the risk of human error and enables businesses to maximize the value of their warranties.

Increase Confidence in Capital Planning

Capital planning for maintenance operations involves making decisions about investing in new equipment or upgrading existing equipment. This decision-making process is crucial because capital investments have a significant impact on the financial health of an organization. A maintenance software for your equipment can help organizations to make better-informed decisions about capital investments by providing them with accurate information about the condition of their equipment.

It provides data about the frequency and cost of maintenance tasks for each piece of equipment. This data can be used to predict when equipment will need to be replaced and how much it will cost. With this information, organizations can make informed decisions about when to invest in new equipment or upgrade existing equipment.

Conclusion

Effective equipment management doesn’t mean simply that equipment is tracked, but it means that equipment is maintained, assets are managed and investments are planned based on the gathered data and inventories completed in time. By managing equipment with software, it’s possible to improve the productivity of assets and act more sustainably.

Thus, a maintenance management tool is an investment that can pay off in numerous ways, from reduced costs to increased efficiency. So why wait? Take the tool’s advantage today and enjoy the benefits of streamlined maintenance management!

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