Enterprise Asset Management Playbook™

The Enterprise Asset Management Playbook is a complete ISO 55000-compliant Asset Management System. Use our Playbook to build yours!

Quickly access the industry’s most comprehensive digital library of enterprise asset management practices, processes, and procedures.

Strategic Enterprise Asset Management Plan (SAMP)

Work Identification | Planning | Scheduling | Completion Processes

Maintenance Best Practices

EAM & CMMS Coding Structures

Enterprise Asset Management & MRO Policies

MRO Procurement Standards

MRO Materials Management | Storeroom Operations Procedures

Reliability & Failure Analysis

Check out the Table of Contents to see what's included.

Available Online

• All document downloads are in their source format (MS Word, Excel, and Visio).

• EAM Playbook members receive quarterly updates of new practices, processes, and procedures.

• Access everything for a one-time, lifetime membership fee

Reliability Web 2020 Uptime Award for

Best Work Execution
Management Program

SwainSmith helps organizations across the globe develop high performance EAM data.

Benefits of a complete Enterprise Asset Management Playbook Framework

Work Management
MRO Materials Management
MRO Procurement

Work

A complete process for work management, giving you industry-accepted standards for each stage in the work order life cycle. It covers asset initiation, work requests, work planning and scheduling, reliability analysis, and more.

Reliability

Comprehensive guidelines and procedures for preventive maintenance (PM) and predictive maintenance (PdM) programs, and reliability engineering techniques such as root cause analysis (RCA) and failure mode and effects analysis (FMEA).

Maintenance

Clear roles and responsibilities for enterprise asset management including a maintenance organizational chart, a responsibility assignment matrix (RAM) for work management, and a set of role definitions for the maintenance team.

Performance

More than 20 of the most valuable reports for maintenance operations including daily information needs and advanced cost and reliability reports. Definitions, targets, and examples of more than 30 key performance indicators (KPIs) for maintenance productivity and enterprise asset management.

Strategy

Management policies, a strategic enterprise asset management plan (SAMP) and a set of asset management objectives to help you quickly establish a company-wide framework for enterprise asset management. Connect executive leadership to the maintenance operation and align business functions with EAM goals.

Storeroom

Optimize how your storerooms are set up. Provides best practices for storeroom layout, storage and barcoding equipment, storeroom security, inventory organization, location schemes, and more.

Operations

Establish efficient and disciplined practices for storeroom operations. Includes a complete set of business processes for managing the part life cycle, including receiving, storing, picking, kitting, delivery, and returns.

Inventory

A complete set of processes for managing MRO inventory, such as cycle counting, ABC classification, critical spares identification, obsolescence management, excess inventory identification, and reorder point optimization.

Organization

Establish clear roles and responsibilities for MRO materials management. EAM Operating Model includes a responsibility assignment matrix (RAM) for materials management and a set of role definitions for the storeroom team.

Performance

Details more than 20 of the most valuable EAM system reports for MRO materials management and provides definitions, targets, and examples of key performance indicators (KPIs) for storeroom productivity and materials management.

Purchasing

Industry best practices for the whole procurement process: purchase order management, purchasing authority, emergency purchases, and business conduct. Includes a responsibility assignment matrix (RAM) for procurement, guidelines for delegating purchasing authority, and a set of role definitions for the MRO procurement team.

Contracts

A complete set of processes for indirect procurement, including purchase requisitions and purchase orders (POs), requests for quotations (RFQs) and requests for proposals (RFPs), bid evaluation, contracting, vendor management, accounting coordination, and guidelines for establishing a warranty administration program.

Performance

More than 20 of the most valuable reports for procurement, including daily information needs (such as purchase order management) as well as advanced cost and vendor reports. It also provides definitions, targets, and examples of more than a dozen key performance indicators (KPIs) for the procurement function.

The Challenge

Business processes drive quality EAM transactional data. Without well-defined, documented business processes, EAM data and analysis will suffer. Maintenance is left using an EAM system that is not delivering the right information. Like the old saying goes, “garbage in, garbage out”.

The Solution

Our Enterprise Asset Management Playbook delivers documented, easily customizable, industry-proven ISO 55000-compliant practices, processes and procedures to help you quickly establish enterprise asset management best practices. Best practices lead to reliable data and improved EAM system analysis capabilities. See how our Enterprise Asset Management Playbook can improve EAM performance.