CMMS: Actively Optimize Your Intervention and Maintenance Tracking via Excel
Have you been using an Excel spreadsheet for maintenance intervention tracking for decades? Do you think Excel is the best tool for maintenance planning?
Are you familiar with CMMS (i.e., computerized maintenance management system) for maintenance intervention tracking?
Maintenance Intervention Tracking: Excel VS CMMS
1. A tool suited to your maintenance intervention tracking
2. Specific solutions
3. Features tailored to your sector
4. CMMS software? Essential!
⭐️ Bonus: Download our Excel spreadsheet for free ⭐️
1. A tool suited to your maintenance intervention tracking
For a long time, Excel proved to be a powerful tool for maintenance planning or maintenance intervention tracking. Released in 1985, it offered genuine solutions for data storage, sorting, and analysis at the time.
Easy to use, the tool proved highly effective. That’s why many companies adopted it (and some still use it) for their maintenance intervention tracking. However, nowadays, easily accessible for open consultation, is Excel still the most suitable solution as a maintenance management tool?
Indeed, since the emergence of CMMS, a powerful tool for tracking your maintenance, it appears to offer features better suited to clients’ specific needs and expectations.
2. Specific solutions for flawless maintenance
A multitude of next-generation functions, tailored to your maintenance, have been created to fill Excel’s gaps in this area.
Choose a comprehensive CMMS, with no installation required, ultra-simple to use, to test its features and evaluate the differences with your current organization using Excel:
Free trial No installation No credit card required
Regardless of the sector, the role of a CMMS is to enable time and value savings, as well as increased revenue.
Certainly, Excel’s main advantage was the ability to easily create lists that were genuinely useful for intervention managers. Some even created alerts, incorporating formulas and conditions into their cells. However, this was cumbersome to manage and required strong IT skills. But that was before knowing about the intervention tracking software CMMS, offered by Bob! Desk.
With our intervention tracking software, say goodbye to:
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Cross-sorting
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The pivot tables where macros end up confusing everyone
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The complexity of transmitting information
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Update date reliability issues
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Impossible access rights management
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etc…
Now, Bob! Desk offers maintenance intervention tracking solutions tailored to each sector.
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A member of our team will contact you within minutes!
3. Our maintenance intervention tracking solutions
CMMS for healthcare facilities: The CMMS solution offered is specifically designed to meet the needs of healthcare facilities in managing maintenance interventions. It enables fast and efficient interventions while ensuring patient well-being and health. This CMMS provides optimal responsiveness to control risks, thereby helping to maintain a secure environment.
CMMS for the retail sector : Optimize maintenance management in the retail sector with our dedicated CMMS solution. It enables you to digitalize maintenance processes, allowing you to focus more on the customer experience. Our ergonomic intervention management software simplifies maintenance intervention tracking, expense management, and on-site team supervision. It gives you the ability to improve the availability of your points of sale while delivering quality service to your customers.
CMMS for technical companies : Streamline client intervention management within your technical company with our comprehensive CMMS solution. This maintenance management software allows you to easily search for tickets, add documents, and prioritize tasks. You can also send direct notifications to technicians or headquarters for smooth communication and rapid handling of intervention requests. Our CMMS optimizes intervention planning and improves your technical teams’ productivity.
So, while Excel offered a solution for defining 3-column tables by cross-referencing data, nowadays digitalization enables greater competitiveness and responsiveness. Your intervention and maintenance tracking becomes a genuine management and corrective action tool.
4. Maintenance intervention tracking software essential for technical managers
It must be acknowledged that when it comes to maintenance management, Excel has its limits. As you will have understood, it is not the right tool for maintenance management tracking. Indeed, unlike the Bob! Desk CMMS solution, Excel cannot:
- Send notifications or calendar reminders
- Manage effective collaboration when team size becomes too large
- Easily transmit information or guarantee its update
- Attach a document (such as a report) to an intervention line.
For some people, choosing a maintenance intervention tracking software may seem like a leap into the unknown. That’s why Bob! Desk supports you in discovering one of the best CMMS according to Capterra’s top 20.
Quickly test whether our tool is right for you by answering a few questions:
Continue tracking maintenance interventions on Excel or switch to a CMMS? The question is not always straightforward, especially when you’re unfamiliar with this type of tool and cannot quantify its value.
To assist you, we have created a brief decision-making guide that will give you an initial overview.
– Are you (or your team) the only ones updating the files?
– Do you handle more than 15 intervention requests per week?
– Are you limited by single-entry input?
– Do you regularly have more than 10 companies intervening?
– Is the intervention request stored in several different files?
– Does the majority of information you receive arrive via email, phone call, or text?
– Do you feel the need for reminders or notifications?
– Do you need to have, in just a few seconds, a calendar with interventions for the next seven days?
– Do you feel the need for a solution that automates simple and very frequent actions?
– Could you immediately create the following tables if requested?
– Over 1, 3, 6, and 12 months, the breakdown of interventions by type (corrective, maintenance)
– Over the past year, the top 10 companies you call upon most frequently (revenue and number of interventions)
– Does it take you more than 30 seconds to access all of the following information?
– Interventions that took place over the past month for a location
– Equipment at that location
– Expenses for that location over the past 6 months
– Contact details of on-site personnel
– The location’s square footage
The answers:
If you answered “yes” to most of these questions, your current organization is, at minimum, optimizable. Using a CMMS seems perfectly suited to your situation.
Download our Excel spreadsheet for free 👇
The first step to managing your maintenance effectively:
Once the form request is submitted, you will access the Excel spreadsheet.
❗️❗️If you do not correctly fill in the requested information, you will unfortunately not have access to this document❗️❗️
Enjoy!