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Work Orders with Purpose: Connecting Maintenance and Capital Planning –  Part 2

From Firefighting to Foresight: Closing the Equipment Data Gap

In the first post in this series, we explored why tracking work orders at the equipment level is essential for organizations looking to truly integrate capital and maintenance programs. While many institutions are making good progress on the capital side of the house, especially with the help of Facility Condition Assessment (FCA) data, there’s still a significant gap on the operations and maintenance side of things. Today, we are going to explore some of the common obstacles that we see in the market.

The “We Don’t Have Time” Myth

One of the most common responses we hear when we talk about equipment-level tracking is, “We don’t have the time to tag our equipment and manage the data.”  The problem is that by not having the data, you are actually also wasting a lot of time with emergency repairs, premature equipment replacements, and costly downtime. The time is being spent either way. The decision that you have to make is whether you want to invest the time upfront on prevention or waste that time cleaning up after the fact.

If equipment-specific work order tracking isn’t happening in your organization, it’s likely because the process hasn’t been structured to support it. No clear asset inventory. No tagging. No training. No accountability. And no visibility.

Biting off More Than You Can Chew

A common issue that we see a lot of clients struggling with is trying to do everything all at once when they haven’t got the capacity to manage the program.  I often talk about finding your “Goldilocks Dataset” (Not too much, not too little, just right!) in terms of data.  How much data can you realistically gather and manage today?  Start there and expand the program over time.  Doing nothing because you can’t do everything is not a logical way to approach things.

Once you find your Goldilocks Dataset:

  • Get your inventory in order. If you don’t know what equipment you have, you can’t track it.
  • Label and link. Barcodes, QR codes, or unique IDs make it easier to locate specific pieces of equipment during maintenance activities.
  • Leverage your CMMS. Most modern systems already support asset-level tracking and barcode/QR code scanning; it just needs to be activated, and the data needs to be kept up-to-date.
  • Manage the Behavior Change. Focus on what is in it for your maintenance staff and set clear expectations (more to come on this in a later post)

More isn’t always better. Take the time to reflect and find out how much data is “just right” for you and your team today.

What Happens When It Works

When you start tracking work orders (both preventative and reactive) to individual pieces of equipment, your ability to manage your portfolio will dramatically improve:

  • You can identify failure patterns across similar assets.
  • You’ll know which manufacturers or models are costing you more in the long run.
  • You can customize where and how to invest your limited Preventative Maintenance resources.
  • You’ll be able to justify replacements before they become emergencies.
  • Your capital plans will align with actual performance—not just age-based assumptions.

Looking Ahead

In our next post, we’ll explore how this data can be used to support better long-term decision-making by feeding into your capital plans, preventative maintenance strategies, and even future AI and IoT systems. In Facility Asset Management, the more you know about your equipment, the more control you have over your future.

Published on

19 June 2025

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