Installed Base Audit
Description
Partnership in the truest sense
Is your company faced with the increasing importance of quality, occupational health & safety regulations and environmental considerations? At the same time, are you tasked with improving plant efficiency and reducing operational costs?
Working with you, Endress+Hauser combines automation know-how with your experience of the process, in order to find the right approach to maintenance.
A balanced approach to maintenance

With Installed Base Audit, you can move forward in a controlled manner to a maintenance plan which improves plant reliability while reducing costs.
Main benefits
Installed Base Audit:
- Make the right decisions in terms of focusing your maintenance efforts according to your available resources and production requirements
- Reduce the complexity of an older plant that includes different makes of equipment and large variety of instrument types
- Identify your out-of-date plant documentation
- Define the necessary actions to handle higher demands on production quality and availability
- Fulfill the highest safety requirements
Installed Base Audit
Installed Base Audit is a service which consists of auditing and analysing an installed base of process instrumentation. Its main objectives are to find the right balance in maintenance and to obtain the maximum availability of the measuring points by solving potential problems such as:
- Decrease of maintenance efforts
- Reducing the complexity of the installed base
- Technical documentation review of the installed equipment
- Quality and safety requirements
| Phase 1 : Inventory and status definition of your plant |
Before producing such an analysis, it is essential to gain a complete inventory of the plant in order to get a clear view of the status of the installed base. After the inventory, our Installed Base Audit consultants will produce a report and present you with the status of your plant and the main areas of improvement in terms of maintenance activities (e.g. pventative and corective maintenance, standardization, migration)
You will also get direct access to the technical data of all your instruments via our W@M portal benefitting from complete and consistent traceability of your instrumentation. Included is an automatic data update from the supplier in order to constantly control the status of your process instrumentation. |
| Phase 2 : Follow up audit |
In addition to issuing a list with potential improvements in line with your your needs, our Installed Base Audit consultants will deeply the main maintenance area you wish to develop in more detail. The final objectives of this follow up audit is to allow you to catch decisions and to define an plan. For example, we can help you to achieve objectives such as:
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Our experienced service team use special tools to collect and document your installed base.
Data collection
Endress+Hauser technicians will use a Personal Digital Assistant (PDA) tool to record electronically all your instruments in order to bring data consistency and to avoid human errors.
W@M portal
Your installed base centrally organized!
Documenting the installed base from the start of commissioning through to the maintenance stage can be of great help in maintenance management.
The W@M portal is a unique and open tool that allows you to document, in a structured way, all devices installed in your plant. Multiple search fields allow you to review and analyze by location, application, loop and device, giving an up-to-date view of your plant, simply and quickly.
The W@M portal uses an open web-based platform. Data inventory is stored on your portal and can be accessed at any time by registered users using the web browser. All your important documents related to the specific devices including CAD drawings, certificates, operating manuals etc. can easily be attached.
The portal is open to all types of instruments, valves and actuators, irrespective of manufacturer.
All data can be exported in a structured format (Excel or XML for example). The W@M portal can also exchange data with other Plant Asset Management or Maintenance Management tools, allowing you to benefit from additional information.
Material linked to service performance |
During the final presentation, Endress+Hauser provides a final report forming the basis to discuss your needs and targets defined at the beginning of the project.
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Documentation available |
For further information on Installed Base Audit and Installed Base Assistant, please download the following documents:
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