CMMS: Optimize Maintenance Intervention Tracking

Maintenance Intervention Tracking: Excel VS CMMS

1. A Suitable Tool for Your Maintenance Intervention Tracking

2. Specific Solutions

3. Features Adapted to Your Sector

4. A CMMS Software? Essential!

Maintenance Intervention Tracking

Have you been using an Excel spreadsheet for maintenance intervention tracking for decades? Do you believe Excel is the best tool for maintenance planning?
Are you familiar with CMMS (Computerized Maintenance Management System) for maintenance intervention tracking?

1. A suitable tool for your maintenance intervention tracking

For a long time, Excel proved to be an effective tool for maintenance planning and maintenance intervention tracking. Released in 1985, it offered genuine solutions for data storage, sorting, and analysis at the time.

Easy to use, the tool was very powerful. This is why many companies adopted it (and some still use it) for their maintenance intervention tracking. However, nowadays, easily accessible for free consultation, is Excel still the most suitable solution as a maintenance management tool?

Indeed, since the advent of CMMS, a powerful tool for tracking your maintenance, it seems that the latter offers features more adapted to the specific needs and expectations of clients.

 

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A multitude of new-generation functions, adapted to your maintenance, have been created to fill Excel’s gaps in this area.
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2. Specific solutions for impeccable maintenance

Regardless of the sector of activity, the role of a CMMS is to enable time and value gains, as well as an increase in turnover.

Certainly, Excel’s main advantage was its ability to easily create lists that were genuinely useful for intervention managers. Some even created alerts, including formulas and conditions in their cells. However, this was cumbersome to manage and required a very good command of IT. But, that was without knowing the CMMS intervention tracking software offered by Bob! Desk.

With our intervention tracking software, say goodbye to:

  • Cross-referencing
  • The dynamic tables where macros end up confusing everyone
  • Complexity when transmitting information
  • Reliability issues with the update date
  • Impossible management of access rights
  • etc. …

Now, Bob! Desk offers maintenance intervention tracking solutions adapted to each sector of activity.

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3. Our maintenance intervention tracking solutions

CMMS for healthcare facilities: The proposed CMMS solution is specifically designed to meet the needs of healthcare facilities in terms of maintenance intervention management. It ensures rapid and efficient interventions, while guaranteeing the well-being and health of patients. This CMMS offers optimal responsiveness to control risks, thereby contributing to maintaining a secure environment.

CMMS for the retail sector: Optimize maintenance management in the retail sector with our dedicated CMMS solution. It allows you to digitize maintenance processes, enabling you to focus more on the customer experience. Our ergonomic intervention management software simplifies maintenance intervention tracking, expense management, and team supervision. It thus offers you the possibility to improve the availability of your points of sale while providing quality service to your customers.

CMMS for technical companies: Facilitate the management of customer interventions within your technical company thanks to our complete 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 fluid communication and rapid handling of intervention requests. Our CMMS optimizes intervention planning and improves the productivity of your technical teams.

So, while Excel offered a solution for defining tables with 3 columns by cross-referencing data, nowadays digitalization allows for greater competitiveness and responsiveness. Your intervention and maintenance tracking becomes a true steering and curative action tool.

4. Essential intervention tracking software for technical managers

It must be acknowledged that in terms of maintenance management, Excel has its limits. As you will have understood, it is not the appropriate tool for maintenance management tracking. Indeed, unlike the Bob! Desk CMMS solution, Excel cannot:

  • Send notifications or calendar reminders
  • Manage good 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, opting for maintenance intervention tracking software can feel like a leap into the unknown. That’s why Bob! Desk supports you in discovering one of the best CMMS according to the Capterra Top 20.

Quickly test if 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 obvious, especially when you are unfamiliar with this type of tool and do not know how to quantify its benefits.

To assist you, we have created a small decision-making guide that will give you a first overview.

– Are you (or your team) the only ones updating the files?

– Do you process more than 15 intervention requests per week?

– Are you limited by single-entry writing?

– Do you regularly involve more than 10 companies?

– Is the intervention request stored in several different files?

– Does the majority of information you receive arrive via: email, call, SMS?

– Do you feel the need for reminders or notifications?

– Do you need to have, in less than 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 distribution of interventions by type (curative, maintenance)

– Over the last year, the top 10 companies you involve most often (revenue and number of interventions)

– Does it take you more than 30 seconds to access all of the following information?

– Interventions that took place in the last month for a location

– The equipment at this location

– Expenses for this location over the last 6 months

– Contact details of on-site personnel

– The area of the location

The answers:

If you answered “yes” to most of these questions, your current organization is, at a minimum, optimizable. The use of a CMMS seems perfectly appropriate for your situation.

 

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A team of experts at your service

Choosing Bob! Desk and our CMMS software also means choosing a team, based in Paris, available from 8 AM to 10 PM, 6 days a week, to answer any questions you may have.

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