Understand
A proposed before-and-after workflow
A supervisor reports a problem informally and later reconstructs labor, parts, and failure details in a spreadsheet.
A request identifies the asset and symptom, is prioritized by an authorized role, becomes a work order, records action and parts, and closes with a controlled failure code.
The future state remains a design until it is tested with the people, data, systems, and exceptions in scope.
Deliver
Data and decisions needed
Access is limited to what the agreed work needs. Client owners approve source authority, operational rules, and acceptance criteria.
| Reference | Input or decision to establish |
|---|---|
| 01 | Asset register and criticality |
| 02 | Current work-order and preventive records |
| 03 | Failure and action terminology |
| 04 | Spare-part and technician information |
Deliver
Delivery sequence
A bounded sequence protects continuity and makes learning visible before wider rollout.
- 01Clean a bounded asset setDefine evidence and the exception path
- 02Agree request and priority rulesDefine evidence and the exception path
- 03Configure work-order statesDefine evidence and the exception path
- 04Pilot with one area or asset classDefine evidence and the exception path
- 05Review record quality and adoptionDefine evidence and the exception path
- 06Expand after the history is dependableConfirm ownership and handover
Govern
How it fits existing systems
Existing systems are mapped by business responsibility, supported interface, data authority, update timing, and failure behavior. The design may integrate, configure, retain, or replace a component; no universal compatibility is assumed.
Govern
When a different approach may be better
For a very small operation, a well-governed shared intake and asset list may solve the immediate issue before a larger computerized maintenance management system is justified.
