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40 | April 2004 www.plantservices.com Plant Services Plant Services www.plantservices.com April 2004 | 41

By David Berger, P. Eng., Contributing Editor

For the past 18 years I have conducted detailed reviews of a wide cross-section of

the computerized maintenance management system (CMMS) packages available in North Amer-ica. It is a fascinating industry that has seen many vendors come and go, merge and be acquired, as well as continuously improve their product offerings in response to changing user demands. Break-throughs in hardware, software and telecommunications technol-

ogy have also played a signifi cant role in driving change.

The results of the exhaustive testing we did for this article can be found on the following pages, and you can access more complete and detailed reports at www.plantservices.com.

In the course of devoting half a day to exploring each of the packages and questioning the vendors’ expert representatives, I collected more than just the hard data. I also found myself refl ecting on what’s changed in the industry. My observations,

analysis and conjectures are sum-marized below.

Top-down and bottom-up consolidationThe unprecedented scramble to replace ERP systems prior to Y2K is fading further into history. In its wake, ERP vendors are trying to fill the void through new or renewed focus on selling software that can pay back much quicker than the huge multinational accounting, HR and manufactur-ing software implementations of the 1990s. The push so far in this

century has been around supply chain management (SCM), cus-tomer relationship management (CRM), product lifecycle manage-ment (PLM) and, for asset-inten-sive industries, CMMS.

This increased interest in CMMS by ERP vendors has been welcome relief for the user com-munity. Maintenance departments have been complaining for years about the shortcomings of ERP packages’ CMMS modules, and corporate executives have not been seeing a payback in their CMMS investments. ERP vendors are slowly moving to meet the high standards set for years by the best-of-breed CMMS vendors by adding more functionality, catering to spe-cialized industry needs, improving the user interface, and leveraging the advantage of being a fully-inte-grated, enterprise-wide solution.

Meanwhile, down on the shop fl oor, software giants selling fac-tory automation, predictive main-tenance, instrumentation and process control applications have discovered that CMMS rounds out their current focus on managing product, process and environment by integrating the management of assets. Welcoming asset manage-ment into their product offer-ings simply refl ects an increasing cooperation among operations, engineering and maintenance departments, that are anxious to leverage integrated technology for greater plant performance.

The top-down and bottom-up pressure from ERP and plant auto-mation behemoths is clearly put-ting the squeeze on best-of-breed CMMS vendors. Coupled with a poor economy in recent years, this has put a damper on the 20-plus

years of functional superiority of best-of-breed packages and steady growth in the industry. Users will be the real winners during the short to medium term, as the increased competition will surely spell more aggressive pricing and will raise the bar on CMMS functionality.

Technology enablersOne of the most important infl u-ences on the CMMS industry - or

any software industry for that matter - has been the chang-ing technology underlying the application. It all started in the 1970s, when the CMMS industry consisted mostly of custom appli-cations. With the microcomputer emerging in the early 1980s came more reasonably priced off-the-shelf packages that were basically data repositories. Then came the Windows operating system, bring-

Testing 1, 2, 3The results you can fi nd on the following pages (and with more information on

www.plantservices.com) were derived by inviting 70 CMMS vendors to com-

plete a 10-page survey defi ning in detail the degrees of functionality of their

packages in some 300 categories (the relevant portion of the survey is given

in the legend of the table of results). Those who completed the survey were

required to demonstrate their performance in each category under the watch-

ful eyes of Contributing Editor David Berger. In the many cases where vendors’

self-evaluations did not align with Berger’s criteria, he corrected the survey

responses.

The half-day, in-person reviews ensured consistent interpretation of each

survey question and that the same criteria were applied to every vendor.

Responses that could not be audited (number of sites, pricing, annual sales, etc.)

were examined by Berger for reasonability in the context of his experience.

Not only is David Berger, P. Eng., a contributing editor for Plant Services, he is

also a Certifi ed Management Consultant (CMC) registered in Ontario; a prin-

cipal of Western Management Consultants, Toronto; and an adjunct professor

at York University in Toronto, where he has taught operations management for

the MBA program for 15 years.

From 1994 to 1998, he was vice president, projects and process engineering,

operations and technology at banking conglomerate CIBC, responsible for the

fundamental design and redesign of business processes and information tech-

nology. Before that, he held several positions in industry with Maple Leaf Foods

(formerly Canada Packers Inc.) and Ferranti-Packard Electronics Ltd.

Berger has conducted numerous maintenance audits; helped senior manage-

ment develop maintenance strategies involving maintenance, operations, and

engineering; assisted companies in implementing process improvement initia-

tives with signifi cant results; and led a variety of IT projects, from developing

a detailed specifi cation to package selection and implementation, for CMMS/

EAM, PdM, RCM, and supply chain software. He recently earned the Sergio Guy

Memorial Award in recognition of his signifi cant contribution to the mainte-

nance- and asset-management profession.

Our rigorous review of 18 popular packages exposes strengths, weaknesses and industry trends

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM40-41


ing welcome improvements to the user interface, followed by report and graphics generators to help users extract management infor-mation from the CMMS.

When client-server technology emerged in the 1990s, CMMS ven-dors again scrambled to rewrite

their packages to accommodate more enterprise-wide thinking. This big-picture mentality was expanded more recently as several CMMS vendors developed a web-architected product in response to the rising popularity of the Internet. In my view, this pattern

of renewal will continue during the next five or more years, with PDAs and wireless communica-tions as the next likely technology enablers.

Integration goes multidimensionalAnother trend in the CMMS indus-try is the increasing degree of inte-gration along multiple dimensions. Integration is required at the facil-ity level both horizontally across departments and vertically from shop-floor to plant management. It is also required at the enterprise level, where information is shared across multiple plants.

Another dimension is integra-tion along the supply chain, which brings in suppliers, third-party contractors, partners and custom-ers. Technology integration is yet another dimension, especially for the best-of-breed CMMS applica-

Assetpoint Cybermetrics Datastream Systems

Tabware 5.1 FaciliWorks 6 Datastream 7i 7.6

Annual sales <$10 million250 customers

$7,500 per concurrent userAnnual maintenance 20%Hosting $250 per userLanguage: PowerBuilder

www.assetpoint.com

Annual sales <$5 million1,200 customers

$1,299 per concurrent userAnnual maintenance 15-18%

Languages: Access, SQLwww.faciliworks.com

Annual sales $90 million7,345 customers$7,000 per user

Annual maintenance 18-20%Rental and hosting availableLanguages: Oracle Forms,

PLSQL, Javawww.datastream.net

DPSI eXegeSys fsc limited

iMaint 2.31 eXegeSys Asset Maintenance 6.5 4Site 4.0

Annual sales $4 million5,500 customers

$9,995 for three users$995 per additional userAnnual maintenance 15%

Hosting $95/mo./userLanguages: Visual Basic, ASP, C+

www.dpsi.com

Annual sales $5-10 million33 customers

$3,200-20,000 for 8-32 users $500-1,500 per additional user

Annual maintenance 18%Languages: Server Code C++, Client

Code Visual Basic and C#www.exegysis.com

Annual sales $3 million25 customers

$30,000 for 5 users$2,500 per additional userAnnual maintenance 20%

Languages: Visual Basic, Active Server Pages

www.fsclimited.com

IFS North America Indus International Invensys

IFS Applications 2003 InSite EE 4.0 Avantis 4.0

Annual sales $150-200 million2,800 customers

$30,000 base$500-2,000 per user

Annual maintenance 18%Languages: Java with

PLSQL and C++www.ifsna.com

Annual sales >$120 million315 customers

$75,000 plus $600-1,500 per userAnnual maintenance 18-24%

Hosting $500-1,000/user plus $79-150/user/mo

Languages: PL/SQL, Java (PowerBuilder for Windows Client)

www.indus.com

Annual sales $25 million525 customers

$3,000-6,000 per userAnnual maintenance 18%

Languages:C++, C#www.avantis.net

Ivara Maintenance Connection MicroWest Software Systems

Ivara 4.0 Maintenance Connection AMMS 10

Annual sales $6 million>50 customers$5,000 per user

Annual maintenance 18%Rental availableLanguage: C++www.ivara.com

Annual sales >$750,00030 customers

$2,495 per userAnnual maintenance 15-18%

Hosting $99/user/mo.ASP $199/user/mo.

Languages: ASP, HTML, SQL Server 2000

www.maintenanceconnection.com

Annual sales $5 million>1,800 customers

$995 per userAnnual maintenance 12%

Rental availableLanguages: C#, MS Visual

Studio.NETwww.microwestsoftware.com

MRO Software OpWare Oracle

Maximo 5.2 ProTek Plus 7.134Oracle Enterprise Asset

Management 11i9

Annual sales $177 million10,000 customers

$11,500 for 10 users$1,150 per additional userHosting min. $200/user/mo.Annual maintenance 15-20%

Languages: JSP, Java (J2EE-compliant)www.mro.com


$1,595 per userAnnual maintenance 15-25%

Rental $100/user/mo.Hosting $170/user/mo.Language: NewEra C++

www.opware.com

% license fee/user/month$1,595 customers$3,995 per user

Annual maintenance 22%Hosting available

Language: Javawww.oracle.com

SAP Synergen Thinkage Ltd.mySAP Business Suite and

R/3 4.7Synergen 6 MainBoss CMMS 2.9

Annual sales >$250 million>2,500 customers

$1,000-3,500 per userAnnual maintenance 17%

Hosting availableLanguages: ABAP, C++, Java

www.sap.com

Annual sales $15-25 million>100 customers

$50,000Annual maintenance 20%

Hosting availableLanguages: Java, XML, PL/SQL

www.synergen.com


$2,500 for 1 user$500 per additional userAnnual maintenance 18%

Language: C++www.mainboss.com

Best versus best for youAny quantitative comparison invites end users to compare packages line by line and col-

umn by column, looking for the one that does the most. But bear in mind that each of

the CMMS systems in our table was created to fit a specific set of needs. The package

with the most bells and whistles does not necessarily include the most critical features

for you and your plant.

When it comes to price, the packages all have different value propositions. Some cost

less than $1,500, but have far more functionality than many users need. Others may cost

$1 million by the time they’re installed, yet still be missing a few key capabilities.

Before you use the table to narrow your selection, you’ll want to conduct a needs

analysis to weigh the importance of each of the review criteria. Only then can you rate

packages as to how well they meet those needs, multiply the weightings by the ratings,

factor in pricing, and come up with a short list of potential winners.

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM42-43

44 | April 2004 www.plantservices.com Plant Services

tions that must integrate with ERP and factory automation software. For all CMMS packages, there are numerous points of integration from a technology perspective, including e-business applications, GIS, spreadsheets, project man-agement software, PDAs and many more.

Probably the most important, but by far the most difficult dimension for vendor and cus-tomer, is using the CMMS as a tool to better integrate processes, people and technology. Imple-menting a CMMS package brings little return on investment unless it is used to support substantial improvements to processes and a real change in people’s behavior.

Recognize your specializationOne general trend that has spawned new industries is the recognition that a given company cannot be great at everything. When you are ready to outsource parts of your business that are not considered core, CMMS vendors are willing and able to help.

For example, many CMMS vendors offer a hosted or ASP solution for their application. In other cases, you may want to con-tract out your entire maintenance function and not just the CMMS technology. At the other extreme, some companies are simply look-ing to the CMMS vendor for spe-cialized knowledge and assistance, such as standard industry data, maintenance best practices for a given industry, and implementa-tion assistance.

Most CMMS vendors began by servicing a given industry or classification, such as plant, facil-

ity, fleet or infrastructure (roads, pipelines, bridges, etc). They grew by broadening into related indus-tries and classifications until most claimed their packages were rel-evant to all four maintenance clas-sifications and most industries. Today, increased competition and regulatory pressures are driving the vendors to return to industry specialization as a means of differ-entiating their product.

In my view, this is more of a marketing tool for the vendors than true industry specialization. For example, to sell to the phar-maceutical industry, CMMS ven-dors must be compliant with FDA requirements by offering such features as enhanced audit trail and electronic signatures. How-ever, these features can be used by many other industries.

Furthermore, adding or delet-ing some fields or changing field labels and templates to incorpo-rate the lingo of a specific indus-try are fairly superficial ways of achieving industry specialization. If you are looking for a CMMS vendor with true industry com-petence, look for industry experts within the company and a track record of successful installations in your industry.

Strategic valueOne of the most positive trends in the CMMS industry, albeit at a snail’s pace, is a shift from looking for the most feature-rich package to finding the best strategic part-ner. Thus, emphasis is slowly shift-ing to how well a vendor can help implement strategic goals and objectives rather than tactical and departmental thinking around specific functionality.

As the CMMS industry matures, it is almost a given that the top 20 packages will have far more features and functions than you probably use. The better-fit pack-ages are ones that can help you more efficiently and effectively collect, analyze and report on the right data for your environment. This is to ultimately move you to a more planned and controlled environment for improved per-formance. This trend has resulted in numerous product enhance-ments: • Better knowledge management

such as warranty information, equipment move history and GIS.

• Enhanced simulation tools such as what-if analysis on schedules, budgets and inventory service levels.

• Easier customization capability such as customizable portals for KPI reporting, customizable screens and templates, and cus-tomizable workflow logic.

• Improved user interface such as Explorer-style navigation aids, drill down and around on all screens and drag-and-drop graphical scheduling.

• Superior security and error prevention such as extensive error checking and validation, enhanced default assignment and audit trail management, including electronic signa-tures.

• Better management tools such as RCM, condition monitoring, and lifecycle management.These trends will be discussed

in more detail in future articles. For now, turn the page and take a look at the current state of CMMS functionality.

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM44


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AssetPoint 1 1 5 5 5 5 40% 10% 50% 60% 4 1 5 1 1 1

CyberMetrics N/A N/A 5 5 1 1 95% 2% 3% 0% 4 1 5 5 5 1

Datastream Systems 3 1 1 1 5 1 50% 10% 40% 95% 1 1 1 1 1 1

DPSI 1 3 5 5 1 1 50% 10% 10% 30% 50% 2 1 5 1 1 1

eXegeSys N/A N/A 5 5 1 1 35% 15% 10% 40% 75% 4 1 5 1 1 1

fsc limited N/A N/A 5 5 5 1 50% 10% 10% 30% 75% 10-15% 10% 4 1 1 1 1 1

IFS North America N/A N/A 5 5 5 5 60% 40% 10% 3 1 1 1 1 1

Indus International 3 1 5 5 1 1 40% 40% 20% 80% 20% 30% 2 1 1 1 1 1

Invensys N/A N/A 1 5 1 1 50% 10% 10% 30% 80% 10-20% 5-10% 3 1 1 1 1 1

Ivara N/A N/A 5 5 5 5 0-5% 40-50% 0-10% 10-20% 25-40% 100% 5-25% 5-10% 0-5% 2 1 1 1 1 1

Maintenance Connection 3 5 1 5 5 5 5 5% 60% 5% 5% 25% 50% 7-10% 5-7% 2 5 5 1 1 1

MicroWest Software Systems N/A N/A 5 5 5 5 5% 70% 5% 5% 15% 10% 20-30% 2% 2% 2 1 1 1 1 1

MRO Sofware 2 3 1 5 1 1 60% 10% 30% 50% 20-30% 10-20% 1 1 1 1 1 1

OpWare 3 5 3 5 5 5 5 60% 5% 35% 20% 5 5 5 1 1 1

Oracle 3 1 1 5 5 1 50% 25% 25% 50% 2 1 1 1 1 1

SAP 1 3 1 5 1 5 40-60% 0-10% 0-10% 20-30% 75% 2 1 1 1 1 1

Synergen 3 1 5 5 1 1 33% 33% 33% 50% 10% 2 1 1 1 1 1

Thinkage N/A N/A 5 5 5 5 95% 5% 4 5 5 5 5 5

5.a. Hosted/ASP database: Does the package use a single data-base (for ease of sharing data, lower cost, etc.) or multiple databases for each hosted/ASP site and company?

1 All hosted sites and companies are on a single database with appropriate security between companies

3 Single database for all sites within a given company

5 Separate database for each site within a company

N/A No hosted solution or ASP option available

5b. Single vs. mixed sources: To ensure system accessibility, security, data integrity, etc., does the package have a single-source solution or a mix of vendor re-lationships for server, database, application and support?

1 Single-source solution

3 Mix of vendors

10a. E-procurement: Is e-pro-curement (portal into suppli-ers) available on the company Internet site?

1 Yes

5 No

10b. E-marketplace: Is e-mar-ketplace (trading hard goods amongst users) available on the company Internet site?

1 Yes

5 No

10c. Data exchange: Is data exchange (users share standard data, performance benchmarks, best practices) available on the company Internet site?

1 Yes

5 No

10d. Newsgroup/bulletin board: Is a newsgroup or bulleting board (users sharing CMMS-specific problems/solutions) available on the company Internet site?

1 Yes

5 No

Hardware/Software Integration

12a. Cost % hardware: What percent of the total invoice to a new customer is for hardware?

12b. Cost % software: What percent of the total invoice to a new customer is for software licenses?

12c. Cost % customization: What percent of the total invoice to a new customer is for customization?

12d. Cost % business redesign: What percent of the total invoice to a new customer is for business process redesign?

12e. Cost % implementation: What percent of the total invoice to a new customer is for implementation?

13a. Implementations targeting KPIs: Prior to implementation, in what percent of installations are targets set for improvement of key performance measures?

14a. % cost savings: The average cost savings achieved per site after implementing the CMMS.

14b. % revenue increase: The average revenue enhancement achieved per site after imple-menting the CMMS

15a. % Shared fee: The percent-age of customers where normal fee is conditional on meeting performance targets for the customers’ operations, e.g., a penalty if a percent reduction in downtime is not achieved)

15b. % Shared rewards: The percentage of customers where a bonus is available upon achiev-ing performance hurdles

16. Tracking: Is each user companyís customer satisfaction/loyalty tracked with a survey that is comprehensive (i.e., high percent of customer base, across multiple users per company, for many measures, more than once per company)?

1 Yes, and results are made public

2 Yes, but results are not pub-lished

3 Yes, results are available upon request

4 Yes, but not comprehensive

5 No formal survey

17a. Third-party ERP: Does the vendor have specialized soft-ware for integrating third-party ERP software?

1 Yes

5 No

17b. Third-party CAD: Does the vendor have specialized soft-ware for integrating third-party CAD software?

1 Yes

5 No

17c. Third-party PdM: Does the vendor have specialized soft-ware for integrating third-party PdM software (e.g. vibration, lubrication, thermography)?

1 Yes

5 No

17d. Third-party data: Does the vendor have specialized software for integrating third-party shop-floor data col-lection systems (e.g. HMI, PLC, SCADA)?

1 Yes

5 No

17e. Third-party handheld? Does the vendor have specialized software for integrating third-party wireless handhelds (e.g. PDAs, barcode readers)?

1 Yes

5 No

17f. Other integration: Other third-party software integration capabilities:

1 Yes

5 No

18. Phase-in: Can clients use a phased approach to implement the CMMS, buying greater functionality over time?

1 Yes, very graduated steps from simple to comprehensive system, priced incrementally.

2 Yes, as above but no incremen-tal pricing

3 Some flexibility

4 Primarily one license fee per CMMS product line for full functionality

19. Remote database synch: Does the CMMS have built-in utilities to allow remote user sites to synchronize databases?

1 Yes

5 No

20. Browser/look & feel: Does the browser version have the same functionality and a similar look and feel to the client/server CMMS package?

1 Yes, same functionality and same look and feel

3 Yes, but browser version is limited in terms of functionality and/or look and feel

NB No browser version available

NC/S No client/server version available

Basic Functions

21. Voice: Can information be received and transmitted re-motely via an interactive voice response (IVR) system?

1 Comprehensive

3 Some

5 No IVR capability

22a. Format error-check: Is there error-checking capability for format (e.g., part number must be five numeric digits starting with an alpha character)?

1 Comprehensive (e.g., user-defined & equation-based)

3 Some

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM44-45


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AssetPoint 1 5 1 5 5 5 3 3 1 3 1 1 5 3 3 5 3 3 2 3 1 3

CyberMetrics 4 5 1 5 5 5 5 5 1 5 5 5 3 5 5 5 2 2 0 0 3 5

Datastream Systems 3 1 1 5 3 3 1 3 3 5 1 1 1 3 5 5 2 4 1 2 3 1

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Invensys 2 1 1 3 3 3 5 3 1 3 1 5 3 3 1 3 3 5 1/2 5 1 3

Ivara 2 5 3 3 3 3 5 3 3 3 1 5 1 3 3 3 1/2 to 2 1 to 3 1/2 to 1 1 1 3

Maintenance Connection 4 5 NC/S 5 3 3 5 3 5 3 5 5 5 3 5 3 1/2 1/2 1/4 1/4 3 3

MicroWest Software Systems 1 5 3 5 3 3 5 3 1 3 5 5 1 3 1 3 2 3 1 2 4 3

MRO Sofware 1 5 1 5 3 1 5 3 1 3 1 5 5 3 3 5 1 to 3 1 to 3 1 to 3 1 1 1

OpWare 1 5 1 5 5 5 5 5 5 3 5 5 3 5 5 5 3 5 1/2 to 1 2 5 5

Oracle 3 5 1 5 3 3 5 3 1 3 1 1 1 1 3 3 1 5 1/2 5 3 1

SAP 3 1 1 5 1 1 1 1 3 3 1 5 3 3 1 3 5 5 2 2 3 1

Synergen 3 5 1 5 3 3 3 1 3 1 5 5 3 1 3 3 2 4 1/2 to 1 4 1 3

Thinkage 4 5 N/B 5 5 5 5 3 1 3 1 5 5 3 3 5 1 1 to 2 1/4 1 5 5

5 Limited (i.e., primarily date fields)

22b. Range error-check: Is there error-checking capability for range (e.g., equipment code ranges from 1500 to 3000)?


3 Some

5 Limited (i.e., primarily date fields)

22c. Logic error-check: Is there error-checking capability for logic (e.g., wrong engine on vehicle, too many or not enough pumps in a given piece of equipment)?


3 Some

5 Limited (i.e., a few predefined checks)

23. Error message quality: Are error or other messages com-prehensive, easy to understand and suggest solutions?

1 Yes, comprehensive messages (e.g., provides troubleshooting suggestions or wizard)

3 Yes, somewhat detailed mes-sages

5 Simple messages only

24. Custom error messages: Are error, warning and other mes-sages customizable by the user?

1 Yes, all messages

3 Some

5 No

25. User-defined defaults: Can the user define all default values to ease data entry?

1 Comprehensive (i.e., available for most fields, algorithm available for defining default parameters such as most frequent or last used, Boolean logic available)

3 Some

5 Limited (e.g., just date fields)

26a. Multi-language log-on: Does the package support multiple languages in one implementa-tion such that you can tailor each user screen to a given language based on logon?

1 Yes

5 No

26b. Multi-language toggle: Can each user toggle between two or more languages at a given terminal?

1 Yes

5 No

27. Quick data entry: Is there a quick data-entry screen for high-volume entries, such as system startup or a dispatch desk?

1 Comprehensive (i.e., customiz-able, multi-column ìspreadsheet modeî for any data-entry screen)

3 Some (i.e., some spreadsheet mode capability)

5 Limited (i.e., can reduce number of fields visible on some data-entry screens)

28. Online help: Is there online help specific to procedures (i.e., ìhow-toî help)?

1 Comprehensive (i.e., includes flowcharts, screen shots, ex-amples, hyperlink to the actual screens)

3 Some

5 Limited (i.e., primarily built into help on fields, screens, or menu items)

29. Help examples: Are examples given throughout help screens?

1 Extensively, (i.e., more than 50% of help screens)

3 Some

5 A few

30. Help tailoring: Is online help tailored to the knowledge and experience of the user?

1 Very much so (i.e., can select appropriate help for a given userís experience level)

3 Somewhat (i.e., help is struc-tured such that you can drill down for progressively more extensive explanations)

5 Same help for all users

31a. Training days, supervisor: How many days of classroom/CBT training would you recom-mend for the average novice maintenance supervisor to take for your CMMS?

31b. Training days, planner: How much classroom/CBT training would you recommend for the average novice maintenance planner to take for your CMMS?

31c. Training days, tradesperson: How much classroom/CBT training would you recommend for the average novice mainte-nance tradesperson to take for your CMMS?

31d. Training days, buyer: How much classroom/CBT training would you recommend for the average novice buyer to take for your CMMS?

32. Custom business rules: Are embedded business rules easily customizable by the user (e.g., approval limits and routing)?

1 Yes, easily by any user

3 Yes, but only by a power user

4 Yes, but only by the vendor

5 No customization of business rules available

33. Workflow integration: Is workflow software fully inte-grated into the CMMS?

1 Yes, comprehensive, (i.e., includes graphical workflow screen showing key processes, status, statistics)

3 Some workflow functionality (i.e., primarily notification and approvals)

5 No workflow engine

34. Drill-down: Is there drill-down capability for summary reports and listings?

1 Comprehensive (e.g., any field can be drilled down to the lowest level on any screen by double-clicking)

3 Some (e.g., some listings/reports are designed for drill-down)

5 No drill-down capability on summary reports and listings

35. Editing: Can you edit data while viewing in spreadsheet or list mode (e.g., outstanding work orders)?

1 Yes, full add/change/delete functionality

2 Yes, some editing capabilities

4 No, view only

5 No, list mode not readily avail-able

Work Order Control

36. Work order hierarchy: Is there a hierarchy of work orders where each level can be scheduled separately?

1 Yes, five or more levels (e.g., project, master WO, WO, sub-WO, task, step)

3 Yes, 3-4 levels

5 Yes, 1-2 levels

37. Blanket work orders: Can you create blanket work orders for planning/recording work, including recording blanket WO #, as well as equipment number and/or cost center (e.g., to avoid issuing a work order for jobs under 30 minutes)?

1 Yes

5 No

38a. Time-based priorities: The number of time-based priority fields.

38b. Criticality priorities: The number of equipment critical-ity-based priority fields.

38c: Health & safety priorities: The number of health and safety-based priority fields.

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM46-47


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AssetPoint 3 2 3 5 1 1 1 Unlimited 5 1 2 1 3 3 3 3 5 1 5 1 5 5

CyberMetrics 5 1 5 5 1 1 0 1 5 5 5 3 5 5 5 3 5 5 5 1 2 1

Datastream Systems 3 1 1 5 1 1 1 Unlimited 5 1 1 1 3 3 3 3 1 1 1 1 1 1

DPSI 5 2 3 1 1 2 0 1 1 5 5 1 5 5 5 3 1 5 5 1 2 1

eXegeSys 3 2 3 1 1 0 0 0 5 5 3 5 3 3 3 3 5 5 5 2 2 2

fsc limited 1 2 1 1 1 1 1 0 5 1 1 1 1 3 1 1 1 1 2 1

IFS North America 3 1 1 5 1 1 0 Unlimited 5 1 2 3 5 1 5 1 5 1 1 1 1 1

Indus International 3 2 1 1 1 1 1 Unlimited 1 1 1 5 3 3 3 1 5 1 5 1 2 1

Invensys 1 2 5 1 1 1 1 Unlimited 1 5 1 1 5 5 5 1 1 1 1 1 2 1

Ivara 1 1 1 5 1 1 0 Unlimited 1 1 1 1 3 3 3 1 5 5 5 1 2 1

Maintenance Connection 1 2 3 5 1 1 0 9 5 5 1 1 5 5 5 3 5 1 5 1 5 5


MRO Sofware 3 4 1 1 1 1 0 Unlimited 1 1 2 3 3 3 3 3 1 1 1 1 2 2

OpWare 5 2 5 5 1 1 0 0 1 5 5 5 5 5 5 3 5 5 5 1 2 5

Oracle 3 1 5 5 1 1 1 15 5 1 1 3 1 1 1 1 5 1 5 2 2 2

SAP 3 1 1 1 1 1 0 >10 5 1 1 1 5 1 1 1 1 1 1 1 1 1

Synergen 1 2 3 1 1 2 0 0 1 1 3 1 5 3 3 1 1 1 1 1 5 1

Thinkage 5 5 5 5 1 0 0 0 5 5 5 5 5 5 5 3 5 5 5 5 5 5

38d. Other priorities/levels: Other priority fields/number of levels.

38e. User-defined priorities: The number of user-defined priority fields.

39. Multiple priorities: Are priorities combined and used to determine or suggest a schedule (e.g., multiply priori-ties together)?

1 Yes

5 No

40. Schedule display: Can the schedule display in-process work orders, including revised hours by craft to completion or percent completion?

1 Yes

5 No

41. Graphical scheduling: Can you drag and drop work orders and/or available resources on a graphical schedule, and see the effects on planned workload vs. capacity as well as resultant availability?

1 Yes, comprehensive within the CMMS.

2 Some graphical scheduling capability within the CMMS

3 Some graphical scheduling capa-bility using third-party software

5 No graphical scheduling capability

42. Schedule drill-down: Can you drill down to access work order information from within the schedule chart/graph?

1 Yes, including work order edit capability while scheduling.

3 Yes, but work order informa-tion is display only.

5 No, not from within scheduling.

43a. What-if scheduling, priority-based: Can you perform “what-if” analysis on the schedule (i.e., go into simulation mode with an opportunity to accept or reject results of the simulation) using changes to work order priority?

1 Yes, from within the CMMS

3 Yes, using third-party software

5 No

43b. What-if scheduling, dura-tion-based: Can you perform “what-if” analysis on the sched-ule using changes to estimated duration?



5 No

43a. What-if scheduling, labor-based: Can you perform “what-if” analysis on the schedule using changes to labor availability?



5 No

45. Part source identification: On a work order, can users easily select new, reconditioned or used parts?

1 Comprehensive (e.g., using a single inventory number, but showing stock levels under each category; algorithm favors lowest-cost parts)

3 Limited (e.g., using workaround)

46. Approval change on overrun: Does approval level change when a work order is overrun for total labor and material dollars booked?

1 Yes, for labor plus material/contract costs in overrun

3 Yes, but for labor overruns only

5 No

47. Approval status change defi-nition: Can you define approvals for status changes for work orders, purchase orders, etc.?

1 Yes

5 No

48. Cost center security: Can you prohibit a user charging dollars to someone else’s cost center?

1 Yes

5 No

51a. Warranty work orders: Can the system perform summary reporting of all work orders on warranty?

1 Yes

2 Configurable

3 Third-party

5 No

51b. Warranty claims: Can the system prepare warranty claims?

1 Yes

2 Configurable

3 Third-party

5 No

51c. Multiple warranties: Can the system record and track multiple warranties per asset?

1 Yes

2 Configurable

3 Third-party

5 No

51d. Warranty types: Can the system record warranty types (e.g., manufacturer, vendor, extended)?

1 Yes

2 Configurable

3 Third-party

5 No

Inventory Control and Purchasing

53. Activity-based costing: Is ac-tivity-based-costing (ABC) fully integrated into the CMMS?

1 Yes, comprehensive ABC built into the CMMS

2 Yes, simple ABC

3 No, ABC available through third-party package only

5 N/A

54. EOQ: Is economic order quantity (EOQ) calculated?

1 Yes, multiple user-defined algorithms available

2 Yes, multiple system-generated algorithms

3 Yes, single system-generated algorithm

5 No, static field only

55a. ABC analysis: Is ABC analysis done (i.e., categories for parts usage)?

1 Yes

5 No

55b. XYZ analysis: Is XYZ analysis done (i.e., categories for parts value)?

1 Yes

5 No

56. Reorder smoothing: Does the reorder point have smooth-ing capability?

1 Yes, smoothing algorithm is user-defined for different warehouse locations

2 Yes, smoothing algorithm is user-defined but not for differ-ent warehouse locations

3 Yes, smoothing algorithm is system-defined

5 No

57a. Service levels by part: Are service levels analyzed by part?

1 Yes

5 No

57b. Service levels by category: Are service levels analyzed by part category?

1 Yes

5 No

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM48-49


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AssetPoint 2 3 5 5 5 5 5 5 5 1 3 3 3 5 5 5 1 2 1 3 3 5

CyberMetrics 1 5 3 5 5 5 5 5 5 5 3 5 3 5 5 5 3 5 3 1 1 5

Datastream Systems 1 3 3 1 1 5 5 5 5 1 3 1 1 1 5 1 1 2 1 1 1 1

DPSI 1 5 5 5 5 1 5 5 5 1 3 5 3 5 5 5 1 5 3 1 5 5

eXegeSys 2 5 5 5 5 5 5 5 5 1 3 3 3 5 5 5 2 3 1 1 5 5

fsc limited 5 3 2 1 5 3 1 5 5 1 3 3 1 1 1 5 1 3 1 1 1 5

IFS North America 1 1 3 1 5 5 5 5 5 1 3 1 1 1 1 1 2 3 1 1 5 5

Indus International 1 2 2 5 5 1 5 5 5 1 1 1 1 1 1 1 1 2 1 1 1 3

Invensys 2 5 5 5 5 5 5 5 5 1 1 1 1 5 1 5 2 1 1 1 1 5

Ivara 2 3 5 5 5 5 5 5 5 1 3 3 5 5 5 5 2 1 1 1 1 1

Maintenance Connection 5 2 5 5 5 5 5 5 5 5 3 3 5 5 5 5 3 5 3 1 1 5


MRO Sofware 2 5 3 1 5 5 5 5 5 1 3 3 1 5 1 5 1 3 1 1 1 5

OpWare 5 5 3 1 1 3 5 5 5 1 3 5 5 1 1 5 5 3 1 1 1 5

Oracle 2 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 3 1 1 1 5

SAP 2 1 1 1 1 3 1 5 5 1 1 1 1 1 1 1 1 2 1 1 1 3

Synergen 1 1 3 1 5 5 5 5 5 1 1 1 1 1 5 1 1 2 1 1 1 5

Thinkage 5 5 5 5 5 5 5 5 5 5 3 5 5 5 5 5 5 5 3 5 5 5

58. What-if on service levels: Can you do “what-if” analysis on service levels to determine resultant inventory values?

1 Yes

5 No

59. Cycle counts: Will the CMMS program assist in deter-mining cycle counts?

1 Yes

5 No

60. Supplier history: Can you track supplier history?

1 Comprehensive (i.e., including, total dollars shipped, number of overshipments, number of undershipments, number of times backordered, number of late shipments, number of times damaged goods shipped, cost of rejects, missing packing

slip, missing PO number, poor documentation, poor packaging, wrong material, and user-de-fined fields)

3 Some

5 No

61. Supplier rating: Can you rate suppliers?

1 Comprehensive (i.e., both table-driven ìqualitativeî ratings such as on-schedule rating, quoted price to actual rating, ability to keep promises, ability to deliver per instructions, quality of pack-aging rating, invoice accuracy rating, product reliability rating, plus user-definable rating fields; and ìquantitativeî ratings with system-calculated values tied to supplier history and qualitative ratings)

3 Some (i.e., either qualitative or quantitative only)

5 No

62. E-procurement: Can the system handle e-procure-ment (e.g., catalog, purchase orders, quotations, and vendor invoices)?

1 Comprehensive (i.e., fully integrated module)

3 Some (i.e., simple functionality, or interface to third-party software)

5 No

63a. History-based reorder: Is usage history automatically checked to suggest corrections to reorder points?

1 Yes

5 No

63b. Lead time-based reorder: Is lead time history automati-cally checked to suggest correc-tions to reorder points?

1 Yes

5 No

63c. Max level-based reorder: Is maximum level history au-tomatically checked to suggest corrections to reorder points?

1 Yes

5 No

64. Component tracking: Can individual parts or components be serialized, and entire repair history and associated costs tracked (i.e., move history from receipt to placement in equip-ment, to vendor repair, to re-ceipt upon return, to inventory costing at actual repaired value or depreciated/appreciated

value, to new parent equip-ment)?

1 Yes, all of the above tracking is possible

2 Yes, all of the above tracking but not costing as described

3 Yes, individual items are serial-ized but cannot be tracked or costed as described.

5 No

65. New/used parts: When book-ing parts required for a work order, will the parts on-hand listing within the work order screen show repaired or used parts/components available separately from new ones?

1 Yes, and system favors used parts to be consumed first

2 Yes, but system does not favor used parts to be consumed first

3 Yes, some of this functionality available through a workaround like using separate warehouses

5 No, you would have to create a separate part number for the used parts

Preventive & Condition-based Maintenance

69. PM triggers: Can you trigger PM by time, usage and event?

1 Yes, by all three

3 Time and usage only

4 Time only

70a. Multiple condition triggers: Can you trigger preventive maintenance by multiple condi-tion indicators per asset?

1 Yes

3 Yes, through third-party integration

5 No

70b. Automatic trigger reset: Does a trigger from one condi-tion-based indicator reset all other triggers for a given asset?

1 Yes

3 Yes, through third-party integra-tion

5 No

70c. Nested triggers: Can you nest triggers with different cycles?

1 Yes

3 Yes, through third-party integration

5 No

70d. Combined indicators: Can you combine indicators using Boolean logic to create consoli-dated or alternate triggers?

1 Yes

3 Yes, through third-party integra-tion

5 No

71. History-based PM: Is PM history used to correct future PM scheduling?

1 Yes, system automatically analyzes history and suggests corrections

3 Yes, can generate reports manually, and adjust manually as required

5 No

72. Seasonal PM: Can users adjust the PM schedule for seasonality?

1 Comprehensive (i.e., multiple start/end dates, multiple black-out periods/dates for assets and procedures)

3 Limited

5 No

73. Shutdowns/peaks/holidays: Does the PM schedule display shutdowns, peak production periods and/or holidays?

1 Yes, all of the above

3 Yes, some

5 No

79. Critical percent: Can you identify a ìcritical percentî for each asset/procedure (where 0% = PM just done, 100% = PM just

due, 200% = PM not done after one complete cycle, etc.)?

1 Yes

5 No

81. Auto priority increase: Will the priority automatically increase if PM is not done?

1 Yes

5 No

Equipment History

83. Downtime vs. breakdown: Is production downtime distin-guished from equipment break-down, and are both tracked?

1 Yes

2 Yes, with configuration

3 Yes, with third-party integration

5 No

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM50-51


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AssetPoint 5 3 3 5 5 5 2 3 5 5 2 3 5 5 5 1 5 5 5 1 1 5 3

CyberMetrics 5 5 3 5 5 5 5 3 5 5 5 5 5 5 5 1 5 1 5 1 5 5 5

Datastream Systems 1 3 3 3 5 1 2 1 5 3 1 1 2 2 2 2 2 2 2 1 5 5 5

DPSI 5 3 1 5 5 5 1 1 5 5 3 3 2 2 2 2 2 2 5 1 5 5 3

eXegeSys 5 3 3 3 5 5 2 3 5 5 1 1 2 2 2 2 2 2 5 5 5 5 3

fsc limited 5 3 3 5 5 5 1 1 5 1 1 3 2 2 2 2 2 2 5 1 1 5 1

IFS North America 5 3 3 1 1 5 2 1 1 5 1 3 2 2 2 1 1 1 5 1 1 5 3

Indus International 3 3 3 3 5 5 2 3 5 5 5 3 3 3 3 1 1 1 3 1 1 5 3

Invensys 3 3 3 1 5 5 1 1 5 5 1 3 2 2 2 1 1 1 5 1 1 5 3

Ivara 1 3 3 3 5 5 1 1 5 5 1 1 2 2 2 2 2 2 2 1 1 5 3

Maintenance Connection 5 3 3 3 5 5 5 3 5 5 5 5 5 5 5 5 5 5 5 1 5 5 2

MicroWest Software Systems 5 3 1 3 5 5 2 1 5 5 5 3 2 2 2 1 2 5 2 1 1 1 5

MRO Sofware 5 3 3 3 5 5 1 1 5 5 1 1 2 2 2 1 2 2 1 1 1 5 3

OpWare 5 3 3 5 5 5 5 5 5 5 2 5 2 2 2 2 2 2 5 1 5 5 5

Oracle 1 1 1 5 5 5 2 1 5 3 1 1 5 5 5 2 2 2 5 1 5 5 3

SAP 3 3 3 3 5 5 2 1 1 3 1 3 3 3 3 1 2 1 5 1 1 5 3

Synergen 1 3 1 3 1 1 1 1 1 5 5 1 5 5 5 1 5 1 5 1 1 5 2

Thinkage 5 3 3 5 5 5 5 5 N/A 5 5 5 5 5 5 5 5 5 5 5 5 5 5

84. Actual vs. budget: Can you budget and track actual mainte-nance costs against budget?

1 Yes, at a detailed level (down to the G/L account code)

3 Yes, but at a macro level only

5 No

85. Budget integration: Is the budgeting module directly inte-grated with the planned hours and planned material usage on the work orders?

1 Yes

5 No

86. Budget what-if: Can you perform “what-if” analysis on the budget by generating work orders or preparing a work plan in simulation mode, with an opportunity to accept or reject results of the simulation?

1 Comprehensive

3 Some

5 No

87. User-defined costs: Can you track equipment costs by user-defined statistics (e.g., cost per ton produced, cost per mile)?

1 Yes

2 Yes, with third-party integration

3 Yes, but not user-defined

5 No

88. Problem/cause/action: Are problem, cause and action codes grouped, nested and hierarchical?

5 No

3 Yes, but only certain problem codes are shown for a given component/equipment

2 Yes, as above but also relevant cause codes are displayed for the selected problem code

1 Yes, as above but also relevant action codes are shown per-taining to the selected cause code, i.e., full nesting

89a. Complaint analysis: Does the CMMS analyze, not just re-port on, relative frequencies and probabilities of complaints (i.e., using Pareto analysis, predictive trending, root cause analysis, correlation, forecasting, etc.)?

1 Yes

2 Configurable

3 Third-party

5 No

89b. Root cause analysis: Does the CMMS analyze root causes?

1 Yes

2 Configurable

3 Third-party

5 No

89c. Actions taken analysis: Does the CMMS analyze actions taken?

1 Yes

2 Configurable

3 Third-party

5 No

90a. Report MTBF: Does the CMMS report on mean time between failures (MTBF)?

1 Yes

2 Configurable

3 Third-party

5 No

90b. MTBF by root cause: Does the CMMS report on MTBF for a specific root cause?

1 Yes

2 Configurable

3 Third-party

5 No Mean-time-between-failures for a specific root cause? ?Yes

90c: Report MTTR: Does the CMMS report on mean time to repair?

1 Yes

2 Configurable

3 Third-party

5 No

91. Troubleshooting database: Is there a troubleshooting database to assist in diagnosing equipment repair problems?

1 Yes

2 Configurable

3 Third-party

5 No

General

93a. Lookup equipment: Is there an MS Windows Explorer-style lookup capability for the hierar-chy of equipment?

1 Yes

5 No

93b. Lookup parts: Is there an MS Windows Explorer-style lookup capability for parts?

1 Yes

5 No

93c. Lookup suppliers: Is there an MS Windows Explorer-style lookup capability for suppliers?

1 Yes

5 No

94. Toggle: For each of the hierarchies in question 93, can you toggle between multiple windows showing additional information?

1 Comprehensive (e.g., toggle between windows showing graphics, history, brief summary, drill-down detail cor-responding to where cursor is on hierarchy, etc.)

2 As above, but for equipment and parts only

3 Limited

5 Not available

PS0404_40_53_CMMS_V2.indd 3/23/04, 12:06 PM52-53

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