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Downloadable guides

Guides to work with, not to read and forget

PDF templates and checklists for work you already have on your plate: building your preventive maintenance plan, writing the RFP to choose software, or rolling it out without stopping operations. They are free: we send the link to your work email.

  • Template · PDF · 14 pages

    Preventive maintenance plan template

    A template to print or copy into your spreadsheet: task tables by asset family, how to prioritize with the hours you actually have and how to measure whether the plan is being met. Every interval is marked as an example.

    Includes

    • Task tables for six common asset families, with intervals clearly marked as examples.
    • A criticality matrix to sort your equipment into three groups.
    • The capacity math: the preventive hours your team can really take on.

  • RFP template · PDF · 15 pages

    Maintenance software RFP template

    An RFP ready to adapt, useful for a private purchase or a public tender: requirements grouped by area and written as capabilities, questions for vendors and a way to score proposals that you can defend.

    Includes

    • A company profile sheet so proposals can be compared.
    • Functional requirements in seven areas, from assets to KPIs, written without bias toward any vendor.
    • Technical, security and data protection requirements.

  • Checklist · PDF · 11 pages

    Business software implementation checklist

    What you want done before, during and after switching business software, in lists you can tick off: the data to prepare, how to migrate without duplicates, how to train each role and what to measure in the first weeks.

    Includes

    • The decisions and preparation before you start, with owner and date.
    • The list of data to prepare and the rules for cleaning it before migrating.
    • The migration steps and a field mapping template.

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