Practical Use of the CBM Worksheet
The purpose of the CBM worksheet is to help you through the analysis required to justify your business case to start a new program. Many new programs do not get started or take too long to start because there is no written case that can be backed by hard figures. The CBM worksheet will help you close that gap.
The objectives and summary, for example, will help to answer questions such as:
Why is this important to you? When complete, what will success mean for you?
What key results will be used to measure program effectiveness?
Once achieved, how will these key results impact the objectives and KPIs of your company or site?
What is the importance of the CBM worksheet?
It provides a condensed, easy-to-use analysis tool that helps you to financially justify the implementation of a CBM program. You can use the sheet in its entirety, in part, or customize it to your personnel needs.
What benefit does the worksheet provide?
For our customers, the worksheet provides a practical platform for collecting and analyzing the risk associated with the assets they are responsible for, thus helping to enable the business case for a CBM program. This worksheet provides the basis for measuring the ongoing success of the CBM program.
For EECO, it keeps our personnel focused on our customer’s goals. We are evaluating ourselves not on the success of our activities, but how those activities impact the business goals. The worksheet outlines our methodologies on these procedures. It's the foundation of our engagement. We use the sheet as a fact-finding tool; then we dig into the numbers and assess the cost of existing failures and the cost of prevention -- those prevented failures that have not yet occurred.
How is your team making use of the analysis today?
We actually use it as a starting point before we even start talking about services. From day one we can start focusing on making a real impact, and quickly determine what type of investment is justified.
How would this worksheet benefit a customer?
I think it gets them thinking about “why” versus what and how. That’s what is often missing. Most people know that vibration analysis and motor circuit analysis are worthwhile ventures, but few know why they really matter to their equipment and processes.
The analysis helps them:
Identify goals in terms management will understand
Determine how to prioritize equipment
Define what measurable success will look like
Talk briefly about your recent class on using the worksheet.
We recently hosted a Fundamentals of RCM methodology session, and the practical use of the CBM worksheet instruction was provided to the motor services BDM team. As far as "a-ha" moments, I think we had a couple. The introduction of the material allowed our business development managers to come to the realization that equipment reliability is not just a code word that gets thrown around; rather it's a methodology based on proven principles and process.
The worksheet gives us a place to start and move with the customer. When we're talking long-term maintenance programs, the worksheet gives the customer a place to substantiate why they want to do it. It can be difficult to place value on some of this unless you go into it with the structure that lets you establish goals and identify values. The eBook on condition-based maintenance is also huge for the customer: Here's how you'll be able to see it and here's how you can measure it.
On the flip side, it really gives our front-line BDMs a playbook. That was the biggest thing from training that I got out of it. I started to see the lights go off in their eyes. They can use the worksheet to help develop a business case and drive value for the customer. It gives them a baseline: "Here's the customer's OEE -- this is where they are now and this is where they want to go." Now we have a tool to help them.
