Six reasons why you haven't earned Maintenance 4.0 yet
Key Highlights
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Maintenance 4.0 fails without basics—solid strategies, planning, CMMS data, and storerooms matter more than sensors or AI.
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Strong maintenance starts with understanding failure modes using RCM/FMEA, not blindly following OEM PMs or adding more tasks.
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Planning, scheduling, and clean CMMS data are the backbone of execution; without them, reliability and labor efficiency collapse.
Don't chase the shiny objects. While this will likely not gain me new friends with the marketing hype of Maintenance 4.0, realize that sensors and algorithms alone will not give you a robust reliability program.
Here's what I keep seeing on the plant floor. Organizations can't tell me the basis for their maintenance strategies, i.e., how they identify the likely failure modes. The MRO storeroom is in disarray. True planning and scheduling are limited at best. And the list goes on.
Let me be blunt. Most organizations can't fully take advantage of Maintenance 4.0 concepts, not because the technology is not real, but because they lack a foundation to support it. In my years as a practitioner and consultant, many plants achieved world-class maintenance and reliability practices, but none came from an AI initiative. It came from getting six fundamentals right with consistent execution.
If you're working to harmonize all the plants, or within a plant, trying to execute, here are the six areas that will move the needle.
1. Improve your maintenance strategies
I encourage every professional to take an introductory course in RCM2. Not to do RCM analysis, but to help you understand how equipment fails and how to determine the appropriate failure management strategy. The RCM2 framework is the gold standard. Even with PMO, you apply RCM2 concepts to identify your likely failure modes and determine the appropriate precision maintenance tasks.
Using failure data, minimize unnecessary maintenance. Optimize the frequency and type of precision tasks, such as on-condition tasks, scheduled restoration or discard tasks, or failure-finding tasks. Balance cost and resources while improving reliability. For new assets, you should consider RCM or FMEA, rather than just accepting the OEM manual. Shift from shutdown PMs to running PMs, to help provide technicians with work when the equipment is running.
2. Get your CMMS right
Everything in a CMMS revolves around the equipment hierarchy. If your parent-child asset structures are wrong, everything downstream suffers. If you're missing assets, how do you assign PMs to them? Stop your equipment numbering where you stop your maintenance strategy. For example, a gearbox PM should be written to the gearbox child asset, not to the cartoner it is on. This enables you to route lubrication or predictive maintenance activities more effectively.
Beyond hierarchy, use failure, cause, and remedy codes. Data governance matters. If you don't enforce standards for how data gets entered, you'll get garbage out. When was the last time you audited your CMMS data?
3. Make planning and scheduling the hub
Planning and scheduling are the hub of maintenance work execution, yet most organizations do it poorly. The planners rarely receive training; they rely on tribal knowledge. Planning includes the what and the how: crafts, estimated hours, materials, precision task steps, job duration estimates, and more. Planners create reusable job plans and libraries over time, so the organization isn't reinventing the wheel on every shutdown. Require two to three detailed corrective job plans to be created weekly.
From a scheduling perspective, many plants still operate with a down-day listing. No estimated hours, no precision tasks, no staged materials. The goal is a weekly schedule that covers 100% of the technician workforce's available hours. Many organizations lack a feedback loop from technicians to the planner to improve job plans.
4. Fix the storeroom
I consistently see poorly managed storerooms. In a recent site visit, the cycle count variance averages 25% in a locked-down environment. Parts naming is not standardized. Consistent communication “handshakes” between functions is lacking. Bills of Materials (BOMs) are inadequate, resulting in more than five hours per day spent identifying parts for planned work. More basics are missing: a PM program for motors and gearboxes, shelf life, and a first-in, first-out (FIFO) policy.
5. Close the loop with root cause analysis
When failures occur, leverage root cause analysis; even a simple Five Whys approach can make a difference. It's not about doing the analysis. It's about implementing corrective actions and determining success. That's how you close the loop back into your maintenance strategies and improve over time.
6. Drive Improvement with Valid Metrics
Lastly, a valid suite of maintenance metrics drives continuous improvement using data. PM compliance, schedule compliance, labor utilization, schedule breakers, planned versus unplanned work, and rework are essential. These metrics tell you where the system is working. Without them, you're flying blind.
Get these six fundamentals right, and you'll have a highly reliable plant. You'll reduce unplanned downtime, extend asset life, and free up hidden plant capacity. And if you decide to layer on Maintenance 4.0 later? The data will be clean enough to be meaningful, and the organization will be mature enough to act on what the technology tells it.
Stop chasing. Start building.
About the Author
Jeff Shiver
Founder and managing principal at People and Processes, Inc.
Jeff Shiver CMRP is a founder and managing principal at People and Processes, Inc. Jeff guides people to achieve success in maintenance and reliability practices using common sense approaches. Visit his website www.PeopleandProcesses.com, and contact him on LinkedIn at www.linkedin.com/in/jeffshiver or via email at [email protected].

