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Work Management Studies · Advisory & Optimisation

Your process data
is already there. We help you act on it.

Most organisations already have a CMMS, maintenance workflows and performance data. The challenge is not the absence of process — it is the gap between how work management is designed and how it is actually executed. Optimal® closes that gap.

Mining · Africa
40→78%
Planned maintenance completion rate improvement — multi-site ARaaS® programme
Oil & Gas · North Sea
60%
Reduction in overdue work order backlog within 6 months of process redesign
Manufacturing · Europe
CMMS data completeness improvement — task list and failure code compliance
ISO 55001 aligned Six-stage process framework ARaaS® managed delivery Oil & Gas · Mining · Manufacturing · Utilities Global operations
Condition MonitoringDigital EngineeringCMMS Integration

Overview

Turning broken workflows into reliable maintenance systems

Asset-intensive organisations frequently operate with fragmented maintenance workflows. Notifications that never become work orders. Work orders planned without resource visibility. Jobs closed without meaningful feedback to the asset record. The result is deteriorating CMMS data quality, rising reactive maintenance, and declining asset performance.

Optimal® conducts structured Work Management Studies that map the current-state process across all six stages of the maintenance cycle — from initial fault identification through to post-execution review. We identify systemic failure points, process compliance gaps and CMMS configuration issues that prevent the workflow from functioning as designed.

The output is not a report. Delivered under the ARaaS® (Asset Reliability as a Service) model, improvement is implemented and governed as an ongoing programme — with Optimal® embedded alongside your team, supported by class-leading technology from class-leading reliability and digital engineering technology.

10–20%
Typical reduction in maintenance costs under structured APM
6
Process stages assessed end-to-end in every engagement
ARaaS®
Delivered as a continuous managed service, not a one-off study

The Challenge

Why work management systems fail in practice

Most organisations have a CMMS. Most have a defined work management process. Yet planned maintenance completion rates frequently sit below 60%, backlogs grow unchecked, and CMMS data degrades quarter by quarter.

The challenge is rarely the absence of tools or process documentation. It is the systemic gap between how the process is designed and how it is actually executed — driven by unclear accountability, under-configured CMMS systems, and no structured feedback loop from execution back to planning.

  • Low planned maintenance completion rates (PMCR)
  • Poor CMMS data quality and backlog visibility
  • Undefined roles at the planning and scheduling handover
  • Reactive work crowding out preventive maintenance
  • No systematic feedback from execution to asset record
  • Resource deployment misaligned to the production schedule
  • Task lists and BOMs not maintained or fit for purpose
Work management process assessment

Methodology

The Six-Stage Work Management Framework

Every Work Management Study is structured around the six-stage maintenance cycle — assessing process compliance, data quality and workflow efficiency at each stage, with clearly defined outputs at every handover point.

Identification & Prioritisation
Scoping
Planning
Scheduling
Work Execution & Feedback
Review
Output
Prioritised notification
Output
Scoped: what, who, spares, duration
Output
Planned work order + issued PO
Output
Confirmed execution time
Output
Completed job + systematic feedback
Output
Improved WM system
StageWhat Optimal® AssessesCommon Failure Points
01
Identification & Prioritisation
Whether maintenance work is identified in good time, prioritised accurately according to when it needs to be executed, and whether roles and workflows are clearly defined at notification stage.No formal prioritisation method. All work treated as urgent. Notification backlog not managed. No CMMS-enforced workflow from notification to work order.
02
Scoping
Whether the details required to perform the job are finalised before planning — required actions, tools, isolations, task durations, and internal/external resource requirements — including on-site job scoping practice.Scoping skipped or done at planning stage. Planners creating work orders without adequate field information. Task lists not used or not fit for purpose.
03
Planning
Whether the availability and costs of internal resources and external service providers are confirmed. Whether task lists are developed or utilised. Whether purchase requisitions are raised at the correct stage.Planning done in isolation from resourcing. Purchase orders raised at execution rather than planning. No task list discipline.
04
Scheduling
Whether dates and times for jobs are secured to ensure efficient resource deployment. Whether capacity planning is performed. Whether the schedule aligns with the production or marketing plan.No formal scheduling function. Schedule not aligned with production. Resource deployment reactive. No capacity visibility — schedule collapses under reactive demand.
05
Work Execution & Feedback
Whether work is executed safely and efficiently. Whether data on process effectiveness is collected. Whether history is captured and time confirmations completed accurately.Work orders closed without meaningful feedback. History not written against asset records. Failure codes not applied. No loop back to maintenance strategy.
06
Review
Whether KPIs are measured and acted upon. Whether mitigating actions are put in place to improve future process. Whether task lists and BOMs are updated. Whether equipment performance is assessed through the reliability process.No regular review of maintenance KPIs. PMCR not tracked or trending. Task lists and BOMs never updated post-execution.

What Optimal® Delivers

Structured outputs at every stage

A Work Management Study produces defined deliverables — not a generic findings report. Every output is designed to be immediately actionable and sustained through ongoing ARaaS® governance.

01
Current-State Process Assessment
Stage-by-stage audit of your work management workflow against best practice — with documented evidence of notification backlogs, planning compliance gaps and scheduling bottlenecks.
02
CMMS Data Quality Improvement Plan
Root-cause analysis of CMMS data failure — incomplete work orders, missing failure codes, task list non-compliance — with a prioritised remediation roadmap tied to ARaaS® milestones.
03
Roles & Responsibility Framework
A defined RACI for every stage of the maintenance cycle — planners, schedulers, supervisors and technicians — resolving accountability gaps that allow work orders to stall between handovers.
04
KPI & Governance Dashboard
Maintenance performance KPIs embedded in your CMMS — PMCR, schedule compliance, backlog age, mean time to close — surfaced via your CMMS dashboards and reviewed under ARaaS® governance.
05
Standard Operating Procedures
Redesigned SOPs for each work management stage — from defect notification templates to feedback and review protocols — formatted for your operating environment.
06
Phased Implementation Roadmap
A sequenced improvement plan with milestones, resource requirements and success criteria — structured for delivery under ARaaS® or as a standalone consultancy engagement.

ARaaS® Delivery Model

Work Management improvement as a managed service

Optimal® delivers Work Management Studies as part of the ARaaS® (Asset Reliability as a Service) framework — combining embedded consulting expertise with technology from our technology partners to deliver sustained improvement rather than a single-point engagement.

Where traditional consultancy ends at a findings report, ARaaS® continues — with regular governance reviews, CMMS configuration support, KPI tracking and escalation pathways that ensure process changes embed and deliver long-term reliability outcomes.

1
Assess
Current-state process mapping across all six stages. Identify compliance gaps, CMMS failures, accountability voids and bottlenecks with documented evidence.
2
Redesign
Develop a redesigned work management framework — roles, SOPs, CMMS workflows, task list standards and KPIs — configured to how your team actually operates.
3
Implement
Embedded delivery alongside your maintenance team. CMMS reconfiguration via your CMMS platform. Change management and operational team support throughout rollout.
4
Govern
Ongoing ARaaS® governance — monthly KPI reviews, PMCR trending, backlog management, and continuous refinement as operational conditions evolve.

Business Outcomes

Measurable improvements in maintenance performance

Organisations that implement structured Work Management programmes through ARaaS® typically achieve significant and sustained performance improvements across operational, financial and strategic dimensions.

Operational
  • Improved planned maintenance completion rates
  • Reduced unplanned and reactive maintenance burden
  • Greater CMMS data quality and completeness
  • Clearer visibility of backlog and resource demand
  • More reliable execution of the maintenance schedule
Financial
  • Reduced emergency maintenance spend
  • More accurate resource deployment — reduced overtime
  • Better procurement timing, fewer urgent purchase orders
  • Lower total lifecycle cost through improved maintenance history
Strategic
  • ISO 55001-aligned work management governance
  • Improved production alignment and schedule stability
  • Stronger asset reliability data for lifecycle decisions
  • Maintenance team accountability and performance culture
Industrial operations

Client Case Study

From 40% PMCR to operational confidence

A major industrial processing operator in Africa was experiencing a planned maintenance completion rate consistently below 40%, with no structured visibility into why work orders were failing to close on time. The CMMS had been configured for data entry rather than operational control — and planning and scheduling had merged into a single overloaded role with no capacity discipline.

Optimal® conducted a full six-stage work management assessment, identifying the scoping-to-planning handover and the absence of a scheduling function as the primary failure points. A redesigned workflow, revised RACI, and CMMS technology reconfiguration were implemented under ARaaS® governance.

Industrial Processing · Africa · ARaaS®
Major Industrial Processing Operator
Client anonymised by agreement
40→78%
PMCR improvement within 9 months
60%
Reduction in overdue work order backlog
Improvement in CMMS data completeness score

"Monthly ARaaS® governance reviews sustained the improvement beyond the initial programme — with Optimal® tracking PMCR trends, backlog age and data quality scores, and providing prioritised recommendations each cycle. The CMMS now reflects how the team actually works, not how it was originally configured."

* Outcome figures are indicative. Client details anonymised by mutual agreement. Contact Optimal® for reference engagement details.

Asset operations and maintenance

Industry Applications

Applicable across all asset-intensive sectors

Work Management Studies are relevant wherever maintenance is executed against a CMMS — regardless of sector, asset type or operating geography. Optimal® has delivered work management engagements across energy, mining, manufacturing, utilities and infrastructure sectors globally.

Oil & Gas

Operators benefit from improved schedule compliance, stronger work order integrity and more effective management of planned and preventive maintenance against production constraints.

Mining & Heavy Industry

ARaaS® Work Management Studies reduce the volume of reactive work entering the pipeline, improve availability of high-utilisation assets and align maintenance investment to production priorities.

Manufacturing & Utilities

Manufacturers and utilities achieve improved plant availability, reduced operational disruption and better alignment between maintenance scheduling and production or generation targets.

Why Optimal®

Engineering expertise.
Sustained delivery.

Optimal® supports asset-intensive organisations with structured Asset Performance Management and reliability engineering solutions across energy, industrial and infrastructure sectors worldwide. Our approach combines deep maintenance engineering expertise with structured methodology and class-leading technology partnerships.

We work alongside internal maintenance teams — not just in workshops — to ensure improvements embed into daily operational practice and deliver sustained performance gains under the ARaaS® governance model.

  • Deep reliability engineering expertise across all major industrial sectors
  • Structured ARaaS® methodology — not generic consulting frameworks
  • our technology partners partnerships for technology-backed delivery
  • Global delivery capability — Africa, Middle East, Europe and beyond
  • ISO 55001-aligned work management and governance frameworks
Optimal® engineering team

Start the conversation

Every organisation faces unique work management challenges. Optimal® works with maintenance and operations leaders to assess current process maturity, identify the most significant improvement opportunities, and implement structured Work Management programmes under the ARaaS® model.

Contact us at enquiries@optimal.world | www.optimal.world