Digital Facility Management

Preventive maintenance

The planned ratio is the cheapest lever you have

Every facility team has a preventive maintenance schedule. The question is what percentage of it happens, whether you would know if that percentage fell, and whether you can prove the work when somebody asks.

  • Schedules that generate and assign
  • Compliance visible daily
  • Completion evidenced at the asset
A technician servicing a large rooftop fan

The economics

Why compliance rate is a cost number

Preventive maintenance is not bought for its own sake. It is bought because the alternative is three to five times more expensive and arrives without warning.

3 to 5x
Cost of a reactive repair against the same work planned
91%
Top-quartile PM compliance rate
Above 80%
Planned work ratio maintained by top performers
Under $2.50
Top-quartile maintenance cost per square foot per year

Figures are published industry benchmarks from IFMA and BOMA operating-cost surveys, not DFM customer results.

Why programmes slip

Reactive work always wins, until the slip has a number

A broken asset is louder than one that is going to break, so the preventive schedule absorbs every surprise. The most effective intervention is not a better schedule. It is putting late preventive work, by site, on the screen managers open each morning, because a number gets defended in a resourcing conversation and a feeling does not.

  • Late preventive work counted daily, by site and by programme
  • Escalation to somebody with the authority to move resources
  • Plans built on recorded durations rather than on estimates
  • Load drawn from a pool, so one absence does not stop a programme

How it runs

Set once, then supervise the exceptions

  1. 1

    Write the procedure

    The steps in the order your best technician performs them, with the evidence and readings the record needs.

  2. 2

    Set the frequency

    Daily, weekly, monthly, quarterly, annually, or a calendar rule such as the first Tuesday.

  3. 3

    It assigns itself

    To an individual, a team, or round robin across a pool so the load spreads and the knowledge does too.

  4. 4

    You manage exceptions

    Completion is the default. Your attention goes to what is late and to what failed.

Common schedules

What estates put on a schedule first

  • Daily equipment and plant rounds
  • Cooling tower water treatment
  • Generator load and fire pump churn testing
  • Quarterly chiller and rooftop unit maintenance
  • Fire door and life safety inspections
  • HVAC filter changes
  • Backflow preventer annual testing
  • Fire alarm and suppression inspection
  • Belt, bearing and lubrication schedules
  • Emergency lighting monthly testing
  • Roof and building envelope seasonal inspections
  • Heating and cooling seasonal changeover

Questions people ask

What happens when scheduled work is not done?
It is counted as late, reported by site, and escalated to somebody who can act. The failure mode this prevents is a programme degrading quietly for two quarters.
Can one procedure run at many buildings?
Yes. One procedure, published to as many sites as you like, with its own frequency at each.
Can work be assigned round robin across a team?
Yes. A schedule draws from a pool, which spreads both the workload and the familiarity with the asset.
How do we prove the scheduled work was actually performed?
Completion is captured at the asset, with the tag scanned and the required evidence attached, so the compliance figure is backed by records rather than by ticks.

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