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Business Centred Maintenance Management


GrowthCon International (Pty) Ltd
PO Box 65269
Erasmusrand
0017
South Africa
First published 2001
2000 GrowthCon International (Pty) Ltd
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or
transmitted in any form by any means, electronic, mechanical, photocopying, recording or
otherwise, without the prior consent of the copyright

Copyright GrowthCon International (Pty) Ltd

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Many articles have been written about Reliability Centred


Maintenance and the need to rigidly follow the analytical approach,
developed by Nowlan and Heap of Eastern Airlines for new commercial
aircraft, to safeguard their essential functions - until sufficient operating data
to maintain it correctly is available.
Proponents of this rigid approach, ignore the significant differences
that exist between the various industries from a design and operating
viewpoint. In many cases, if not understood, these differences doom RCM to
failure.
This manual presents a customised methodology and key learning
points that take cognisance of these differences and provides the user with a
platform for rapid implementation and sustainment that adds profit and cost
improvement within a short timeframe.
Other benefits that have accrued using this customised approach are
the emergence of a powerful continuous improvement ethic based on locally
developed root cause analysis techniques and the ability to realise a CMMS
return on investment e.g. SAP.

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GrowthCon International

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Understand the concepts and philosophy of Business Centred


Maintenance, including:

Equipment Related Losses

OEE Measurements

Reliability Centred Maintenance Integration

Be competent to develop, implement and sustain a reliability based


Business Centred Maintenance programme at minimum cost using shop
floor personnel.

Reduce life cycle support costs by reducing the adverse effects of poor
design on maintenance and logistics.

Understand the building blocks of a World Class Maintenance


organisation and their synergistic relationships.

Measure the effectiveness of Maintenance Management and its related


Computerised Maintenance Management System (CMMS) in your
organisation.

Understand how to realise a meaningful return on investment of your


CMMS.

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In addition to the generic case studies presented during the course,


exercises will be developed from the delegates own facilities, equipment,
and history. It was found that by using this method of instruction, correlation
from the theoretical to the practical can be made much quicker in any future
analysis performed by the participants.

Business Centred Maintenance Manual

iii

Copyright GrowthCon International (Pty) Ltd

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Business Centred Maintenance Management

Maintenance Management Course Expectations

iii

Contents

MODULE 1 - Introduction

1.

World Class Manufacturing

2.

Business Centred Maintenance (BCM)

3.

Exercise

MODULE 2 - Business Centred Maintenance

4.

Business Centred Maintenance

5.

The History Of Maintenance


5.1.
First Generation Maintenance
5.2.
Second Generation Maintenance
5.3.
Third Generation Maintenance

7
7
7
8

6.

Age versus Reliability Patterns

7.

The Failure Process RCM Theory


Objectives of RCM
Failure Definition
Scheduled Inspections and the Failure Curve of a Simple Item
The Failure Curve of a Complex Item
Complexities of the Failure Process

7.1.
7.2.
7.3.
7.4.
7.5.
8.

12
12
13
14
15
17

Progression from Preventive Maintenance to RCM to BCM


18
6 Pillars of Business Centred Maintenance
19
Examples of BCM Effectiveness from Companies who are Highly
Productive
20
8.3.
Key Success Factors - The Eight Major Machine Losses
21
8.4.
What is OEE and why is it Important?
22
8.1.
8.2.

Exercise 25

Business Centred Maintenance Manual

Copyright GrowthCon International (Pty) Ltd

MODULE 3 - Business Centred Maintenance Tasks

29

9.

30
30
30
30
31
32
32
32
34
37
38

Business Centred Maintenance Tasks


9.1.
Wheel of Tasks
9.2.
Lubrication
9.3.
Servicing and Cleaning
9.4.
Operating Crew Monitoring
9.5.
Walk About (Craftsman or Team Based)
9.6.
Operational Check (Failure Finding)
9.7.
Inspection / Functional Check
9.8.
Conditioning Monitoring
9.9.
Restoration Task (Overhaul)
9.10.
Discard Task

10.
Autonomous Maintenance
10.1.
Introduction
10.2.
Autonomous Maintenance Simplified
10.3.
Autonomous Maintenance Steps
10.4.
Check Sheet
10.5.
Tagging
10.6.
One Point Lessons

39
39
40
40
42
43
44

11.

47

Exercise

MODULE 4 - Common Preventive Maintenance Tips

51

12.
Maintaining Equipment
12.1.
Bearings
12.2.
Chain Drives
12.3.
Belt Conveyors
12.4.
Couplings
12.5.
Fans
12.6.
Gearboxes
12.7.
Lubrication and Hydraulic Systems
12.8.
Motors (AC)
12.9.
Motors (DC)
12.10. Motor Control Centres
12.11. Pipes
12.12. Pumps
12.13. Seals
12.14. Switchgear Cubicles And Control Panels

52
53
53
54
54
55
56
57
57
58
58
59
59
60
61

Business Centred Maintenance Manual

vi

Copyright GrowthCon International (Pty) Ltd

12.15.
12.16.
12.17.

Transformers
V-Belts
Valves

61
62
63

MODULE 5 - Developing the Maintenance Programme

67

13.

Integration of Processes

68

14.

Equipment and System Modus Operandi

68

15.
Developing the Maintenance Programme
15.1.
Introduction
15.2.
Functional Block Diagrams
15.3.
Maintenance Significant Item Selection Criteria
15.4.
Failure Cause Identification
15.5.
Screening Failure Causes
15.6.
Cause / Effect Relationships
15.7.
Cause and Effect Exercise
15.8.
FMECA Decision Logic
15.9.
FMECA Logic Diagram
15.10. Programme Development and Logistic Support Requirements

69
69
70
70
70
71
72
73
75
87
89

16.
FMECA Analysis Example 1 - Motor Pump Assembly
16.1.
Analytical Logic Procedure - The Steps
16.2.
Step 1 Partitioning
16.3.
Step 2 Identification of Failure Causes
16.4.
Step 3 Screening Failure Causes - Pump
16.5.
Step 3 Screening Failure Causes - Motor
16.6.
Action Lists, Record Sheets, and Maintenance Schedules

94
94
96
97
98
99
99

17.
FMECA Analysis Example 2 - Control Valve
17.1.
Step 1 Partitioning into Functional Blocks
17.2.
Step 2 Identifying Failure Causes
17.3.
Recording the Information

105
105
105
109

18.
FMECA Analysis Sheets
18.1.
Partitioning Sheet
18.2.
Record Sheet
18.3.
Logistic Requirements Sheet
18.4.
Work Instruction Sheet

112
112
113
114
115

19.
Plant and Equipment Structures
19.1.
Purpose

117
117

Business Centred Maintenance Manual

vii

Copyright GrowthCon International (Pty) Ltd

19.2.
19.3.
19.4.
19.5.
19.6.
20.

Analysis Method
Equipment Structures
Structural Significant Items and Other Structure
Maintenance Programmes for Structure
Deterioration Processes

Exercise

117
117
117
118
118
124

MODULE 6 - Early Equipment Management and Failure


Prevention
127
21.
The Adverse Effects of Poor Design on Maintenance and
Logistics

128

22.

128

Logistic Support

23.
The Design Maintenance Partnership
23.1.
Inherent Reliability
23.2.
Maintainability
23.3.
Modification
23.4.
Modifications Cost Effectiveness

130
130
131
133
134

24.
Materials Management
24.1.
Procurement
24.2.
Ways to Eliminate Waste

135
135
135

25.

140

Exercise

MODULE 7 - The Maintenance System

143

26.
The Maintenance Management System
26.1.
Introduction
26.2.
Maintenance Organisation Building Blocks
26.3.
The Maintenance System
26.4.
Uses and Abuses
26.5.
Measurements
26.6.
Performance Indicators
26.7.
Common Abuses
26.8.
Practical Hints

144
144
145
145
146
147
147
148
149

27.
Are you getting a Return on your Investment?
27.1.
CMMS implementations background
27.2.
The Why of a CMMS
27.3.
The Scoreboard

149
149
150
150

Business Centred Maintenance Manual

viii

Copyright GrowthCon International (Pty) Ltd

27.4.
27.5.

Business Process Example


CMMS Return on Investment Steps

28.
Shutdown Planning and Control Cycle
28.1.
Planning
28.2.
Scheduling
28.3.
Controls
28.4.
Feedback
28.5.
Shutdown Continuous Improvement

MODULE 8 - Profit Improvement Programme

152
152
156
156
156
157
157
158

161

29.
Foreword
29.1.
The Price of Non-conformance
29.2.
World Class Customer Satisfaction

162
162
162

30.
Profit Improvement Project Process
30.1.
Profit Improvement Project Process Approach
30.2.
Background to the Process
30.3.
The Seven Steps of Profit Improvement
30.4.
PIP Roles and Responsibilities
30.5.
Profit Improvement Project Tools

163
163
164
165
166
168

MODULE 9 - Continuous Improvement

171

31.
Continuous Improvement
31.1.
Features of Continuous Improvement
31.2.
The laws of Problem Solving
31.3.
The Problem Solving System
31.4.
Multi-Disciplinary Team Meetings

172
172
173
174
177

MODULE 10 - Maintenance Assessments


32.

Plant Maintenance Assessment Guidelines

181
182

Glossary of Terms

191

Acknowledgements

199

Index and Referencing

201

Business Centred Maintenance Manual

ix

Copyright GrowthCon International (Pty) Ltd

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After this module you will understand the


working ethos and principles of World Class
Manufacturing and Business Centred
Maintenance

Module 1: Introduction

Page 1

Copyright GrowthCon International (Pty) Ltd



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The Principles of World Class Manufacturing are:




Continuously making small improvements to the production process


rather than the search for a single large improvement

Continuously eliminating waste

Respecting employees for their contribution to the improvement process

Improving the production process to improve product quality and


productivity



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BCM is an attitude, concept and process of continuous improvement in


maintenance and maintenance processes, equipment condition and
performance to improve overall equipment effectiveness, operations
efficiency, output quality and worker safety.

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Maximise equipment effectiveness (improve overall total efficiency)

By: -

Establishing a total system of productive maintenance for the life of the


equipment

Practice Early Equipment Management

Train to improve skills of all people involved

Improve Equipment Effectiveness (8 Loss Areas)

Involve Operators in Equipment Management and Daily Maintenance

Improve Maintenance Organisation Efficiency and Effectiveness

Module 1: Introduction

Page 2

Copyright GrowthCon International (Pty) Ltd



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What are the main features of World Class Manufacturing?

What are the differences between normal preventative maintenance and


Business Centred Maintenance?

What are the advantages to a business of practising Early Equipment


Management and Maintenance Prevention?

What are the foundation elements of BCM?

Module 1: Introduction

Page 3

Copyright GrowthCon International (Pty) Ltd

Module 1: Introduction

Page 4

Copyright GrowthCon International (Pty) Ltd

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After this module you will:

Know the background of maintenance and


the failure process

Understand the main elements of Business


Centred Maintenance

Know the main losses to production

Realise that people form the backbone of an


organisation

Module 2: Business Centred Maintenance

Page 5

Copyright GrowthCon International (Pty) Ltd



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Business Centred Maintenance targets results by using a common sense


approach which recognises that maintenance, production, and engineering
are a partnership engaged in a joint venture to produce quality products at
lowest cost.

Results are achieved through higher OEE, improved reliability, and


increased throughput. Our ability to eliminate waste, and select the correct
maintenance strategy aimed at the failure process, are the keys to lowering
costs in the manufacturing process.

When implementing BCM a profit improvement methodology which is


founded on good business principles that focuses on the bottom line
profitability of the company, should be followed at all times.

Module 2: Business Centred Maintenance

Page 6

Copyright GrowthCon International (Pty) Ltd



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In the period up to World War II, industry was not very highly mechanised
and therefore downtime did not matter much. This meant that the prevention
of equipment failures was not a high priority in the minds of most managers.
At the same time, most equipment was simple and much of it was over
designed. This made it reliable and easy to repair. As a result, there was no
need for systematic maintenance of any sort beyond simple cleaning,
servicing and lubrication routines. The need for skills was also lower than it
is today.



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The situation changed dramatically during World War II. Wartime pressures
increased the demand for goods of all kinds, while the supply of industrial
manpower dropped sharply. This led to increased mechanisation. By the
1950s machines of all types were more numerous and more complex.
Industry was beginning to depend on them.

As this dependence grew, reliability came into sharper focus. This led to the
idea that equipment failures could and should be prevented, which in turn
resulted in the concept of preventive maintenance. This consisted mainly
of equipment overhauls carried out at fixed intervals.

Also, the amount of capital tied up in fixed assets, together with a sharp
increase in the cost of that capital, led companies to start seeking ways in
which they could maximise the life of their assets.

Module 2: Business Centred Maintenance

Page 7

Copyright GrowthCon International (Pty) Ltd



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Since the mid-seventies, the process of change in industry has gathered


even greater momentum. New expectations and research led to the
formulation of new maintenance techniques. At the same time the
dependence on physical assets was growing, so too was their cost - to
operate and to own. To secure the maximum return on the investment which
these assets represent, they had to be kept working efficiently for as long as
it was required to.

Finally, the cost of maintenance itself is still rising, in absolute terms and as
a proportion of total expenditure. In some industries it is now the second
highest or even the highest element of operating costs.

Downtime has always affected the productive capability of physical assets


by reducing output, increasing operating costs and interfering with customer
service. By the 1960s and 1970s, this was already a major concern in
mining, manufacturing and the world-wide move towards just-in-time
systems, where reduced stocks of work-in-progress meant that quite small
breakdowns were much more likely to stop an entire plant. In recent times,
the growth of mechanisation and automation has meant that reliability and
availability have now become key issues.

Increasingly, failures have serious safety or environmental consequences, at


a time when standards in these areas are rising rapidly. In some parts of the
world, the point is approaching where organisations either conform to
societys safety and environmental expectations, or they cease to operate.

Module 2: Business Centred Maintenance

Page 8

Source: Nowlan and Heap: Eastern Airlines



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The following Age versus Reliability patterns were a result of studies


conducted during the mid-1960s by the United States Airlines. Although
they may not be exactly representative of the equipment in the
manufacturing and process industry, the basic findings remain the same.

Very few multi-celled items exhibit wear-out characteristics. It was found that
all components could be covered by one of six, conditional probability of
failure curves, as detailed below:

A. Bath Tub Curve

RELIABILITY



6
5
4
3
2
1
0
1

11 13 15 17 19 21 23 25

High infant mortality, followed by a


constant, or gradual increase, in
failure probability, and then by a
pronounced "wearout" region. An
age limit may be desirable,
provided a large number of units
survive to the age at which wearout
begins.

AGE

B. Constant with Increase

Constant or gradual increase in


failure probability, followed by a
pronounced wearout region. Once
again, an age limit may be
desirable (this curve is
characteristic of reciprocating
engine cylinders).

RELIABILITY



6
5
4
3
2
1
0
1

11

13

15

17

19

21

23

25

AGE

Module 2: Business Centred Maintenance

Page 9

Source: Nowlan and Heap: Eastern Airlines

C. Low and Constant Curve

Gradual increase in failure


probability, but with no identifiable
wearout age. It is usually not
desirable to impose an age limit in
such cases (this curve is
characteristic of turbine engines).

RELIABILITY



6
5
4
3
2
1
0
1

11

13

15

17

19

21

23

25

AGE

The above curves (11 % of failures) may benefit from a limit on


operating time.

D. Low and Constant Curve

Low Failure probability when the


item is new or just out of the shop,
followed by a quick increase to a
constant level.

RELIABILITY



6
5
4
3
2
1
0
1

11

13

15

17

19

21

23

25

AGE

E. Constant Curve

Constant probability of failure at all


ages (Exponential survival
distribution).

RELIABILITY

 

6
5
4
3
2
1
0
1

11

13

15

17

19

21

23

25

AGE

Module 2: Business Centred Maintenance

Page 10

Source: Nowlan and Heap: Eastern Airlines

F. High and Constant Curve

Infant mortality followed by a


constant or very slowly increasing
failure probability (particularly
applicable to electronic equipment).

RELIABILITY

 

6
5
4
3
2
1
0
1

11

13

15

17

19

21

23

25

AGE

The above three curves (89% of failures) cannot benefit from a limit on
operating age.

Module 2: Business Centred Maintenance

Page 11

Copyright GrowthCon International (Pty) Ltd



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The publication of Reliability Centred Maintenance in the late 1970s was in


many respects, a milestone in the field of Maintenance Engineering. It
provided the engineer for the first time with the necessary tools to determine
WHAT should be maintained, WHY it should be maintained and HOW it
should be maintained. Conflicting opinions that may exist between
production and engineering on the value of maintenance, disappear when
the full resolving power of Analytical Decision Logic is used to solve the
problem.

RCM is defined as:


A logical discipline to realise the inherent safety and reliability levels of
complex equipment at minimum cost.

Translated, this simply means:

Common Sense Applied By Means Of A Logical Process



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Ensure realisation of the inherent safety and reliability of the equipment.

Restore safety and reliability to their inherent levels after deterioration.

Identify those systems/components whose reliability is substandard, and


improve.

Accomplish these goals at a minimum total cost, including maintenance


costs and consequential failure costs.

To understand RCM, the failure process itself and the consequences of


failure have to be examined.

Module 2: Business Centred Maintenance

Page 12

Copyright GrowthCon International (Pty) Ltd

The role of scheduled maintenance is to cope with the failure process.

For years the focus has been on anticipating the age at which parts fail,
rather than on how they fail and the consequences of their failure. One
reason for this lack of attention has been the common assumption that all
equipment wears out and becomes less reliable with increasing operating
age.



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Failure can be defined as: An unsatisfactory condition


In other words, a failure is an identifiable deviation from the original
condition, which is unsatisfactory to a particular user. However, an unsatisfactory condition can range from the complete inability of an item to perform
its function to some physical evidence that it will soon be unable to do so.

For maintenance purposes, therefore, we must classify failures further as


either functional failures or potential failures:

A Functional Failure is the inability of an item (or the


equipment containing it) to meet a specified condition /
performance standard.

A Potential Failure is some physically identifiable


evidence, which indicates that a functional failure is
imminent.

Module 2: Business Centred Maintenance

Page 13

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- Operator Monitoring
- Walkabout
- Inspection/ Functional
Checks

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Warning
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Potential Failure Level


2
1

Functional Failure Level


0
1

10

11

12

13

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The ability to identify either a functional or potential failure depends on three


factors:
1.

Clear definitions of the functions of an item

2.

A clear definition of the conditions that make up a functional failure in


each case.

3.

A clear definition of the physical, identifiable, evidence that means this


functional failure is imminent.

Module 2: Business Centred Maintenance

Page 14

Copyright GrowthCon International (Pty) Ltd



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Functional Failure Level

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The root cause of these failures is always one of the following:

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Competency (e.g. operator, lab technician, and artisan)


Single cell parts, design, and process capability
Work instructions, procedures (all departments)
Machine parts
Additives
Utilities (Air, O2, water, etc.)
Raw Materials, Consumables (packaging materials etc.)
Inherent Machine Problems, Incorrect Design

Module 2: Business Centred Maintenance

Page 15

Copyright GrowthCon International (Pty) Ltd

RELIABILITY CENT RED


MAINTENANCE

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OBJECTIVES OF RCM


Realise inherent safety and


reliability
Restore after deterioration
Identify substandard
components
At minimum total cost





THE FAILURE PROCESS


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- Operator Monitoring
- Walkabout
- Inspection/ Functional
Checks

Warning
Period

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Functional Failure Level


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11

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Module 2: Business Centred Maintenance

Page 16

Copyright GrowthCon International (Pty) Ltd



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The consequences of failure determine the priority of the maintenance


programme or design improvement required to prevent its occurrence.

Safety consequences involve possible loss of equipment and operator


safety.
Example: Emergency stop button loses its function

Production consequences involve loss of production and the direct cost


of repair.
Example: Drive chain snapped.

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1.

An Evident Function is one whose failure will be evident to the process


operator during the performance of normal duties.
Example: Puncture in a tyre.

2.

A Hidden Function is one whose failure will not be evident to the


process operator during the performance of normal duties.
Example: A faulty fire extinguisher.

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A function that is normally active but gives no indication to the process


operator if it ceases
Example: Pressure gauge gets stuck

A function that is normally in-active, so that the operator cannot know


whether it will be available when it is needed (usually the demand
follows some other failure)
Example: Safety valve on a boiler.

Module 2: Business Centred Maintenance

Page 17

Copyright GrowthCon International (Pty) Ltd



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Business Centred Maintenance has its roots in Total Productive Maintenance, which originated in Japan.

During the 1950s, Japan imported the concept of Preventive Maintenance


(PM) from the USA and later, also developed Productive Maintenance,
which became well established during the 1960s. During this era,
Productive Maintenance in Japan consisted mainly of preventive or timebased maintenance, featuring periodic servicing and overhaul.

Total Productive Maintenance was first introduced in Japan during the


1970s. The fundamental change that the Japanese made, was involving
everyone in the organisation - from line operators to top management in
developing and sustaining the programme.

TPM had now developed into a comprehensive philosophy which included a


maintenance plan for the entire life span of the equipment, and a process of
continuous improvement involving all individuals and all departments.

A key innovation of TPM and BCM is that operators take greater


responsibility for basic maintenance on their own equipment - this is referred
to as autonomous maintenance.

The success of BCM depends on our ability to be continuously aware of the


condition of equipment in order to predict and prevent failures.

BCM takes TPM one step further and actively ensures that the goal of
focused improvement activities is to increase productivity by minimising input
and maximising output. The Profit Improvement Programme is the vehicle
used to implement elements of BCM.

Module 2: Business Centred Maintenance

Page 18

Copyright GrowthCon International (Pty) Ltd



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Module 2: Business Centred Maintenance

Page 19

Copyright GrowthCon International (Pty) Ltd



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Labour productivity increased

Value added per person increased

(Productivity)

Rate of operation increased

Breakdowns reduced

Defects in process reduced

Defects reduced

Claims/complaints from clients reduced

Reduction in Manpower

Reduction in maintenance costs

Energy conserved

Stock reduced (by days)

(Delivery)

Inventory turnover increased

Zero accidents

(Safety/
Environment)

Zero pollution

Increase in improvement ideas submitted

(Morale)

Small group meetings increased

Q
(Quality)

C
(Cost)

Module 2: Business Centred Maintenance

Page 20

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