Data Sciences Group · Asset Management + Intelligence
Build better maintenance data. Faster.
Data Sciences Group provides Enterprise Asset Management (EAM) consulting and maintenance data services, combining equipment libraries and proprietary AI tools to prepare asset, maintenance and materials data. From reliability engineering to CMMS data preparation and deployment, DSG turns source information into practical maintenance intelligence.
Explore DSG OfferingsRequest a DemoWe work across your EAM/CMMS platforms: SAP PM and MM, IBM Maximo, Oracle Enterprise Asset Management (eAM), Hexagon / HxGN EAM, Maintenance X / MaintainX, Blue Mountain RAM and other platforms.
Expertise. Intellectual property. Tools.
Our offerings
Asset management, reliability and criticality assessments, maintenance data builds, governance and EAM implementation support.
Our intellectual property
Reusable equipment libraries, classifications, failure frameworks, Job Plans and BOM templates, configured to your assets and operating context.
Our proprietary AI tools
Extract data from OEM manuals and drawings, analyze maintenance and procurement transactions, then create, cleanse, enrich and validate data for platform-specific load templates.
Industries
EAM and maintenance data services by industry
Utilities
Electric, gas, water and wastewater.
Transformers · Breakers · Pumps · Valves · BlowersOil & Gas
Upstream, midstream, downstream and pipelines.
Pumps · Compressors · Vessels · ExchangersMining & Minerals
Mining, crushing, conveying and mineral processing.
Crushers · Mills · Screens · FeedersFood, Grain & Bulk Handling
Receiving, storage, conveying, processing and loading.
Elevators · Conveyors · Dust CollectorsPharmaceutical & Life Sciences
Manufacturing, clean utilities, HVAC and process systems.
AHUs · Pumps · Vessels · PackagingManufacturing & Industrial
Production, material handling and plant utilities.
Motors · Gearboxes · CompressorsEnterprise Asset Management services
Services across the asset lifecycle
DSG combines EAM consulting, asset master data development, reliability engineering and maintenance planning to improve cost, risk and performance.
Asset and maintenance data builds
- Asset and functional location hierarchy development
- Bills of Materials and material master items
- Preventive Maintenance job plans
- Equipment damage and cause codes
Criticality analyses
- Failure Mode and Effects Analysis (FMEA)
- Reliability Centered Maintenance (RCM)
- What-if analyses and HAZOPs
- Criticality-based maintenance priorities
Asset management services
- Enterprise Asset Management assessments
- Work Management assessments
- Asset criticality and PM optimization
- EAM/CMMS implementation support
Data maturity and governance
- Value versus cost analysis for master data improvements
- Data maturity assessments and roadmaps
- Program and implementation management
- Governance and sustainable data practices
Experience · Enterprise Asset Management
Our Maintenance Build Expertise
DSG combines the knowledge of our people with reusable tools developed through more than 25 years of asset-intensive projects.
Our Knowledge
Asset and maintenance expertise
Our Tools
Templates and extraction accelerators
Cross-industry delivery
Maintenance builds for government, energy, utilities, mining, pharmaceutical, manufacturing and healthcare organizations.
Platform experience
Our specialists bring deep maintenance-build experience with SAP PM and MM, IBM Maximo, Oracle Enterprise Asset Management (eAM), Hexagon, Maintenance X / MaintainX, Blue Mountain RAM and other EAM/CMMS platforms. Project teams configure the data for each client's target system.
People who know the assets
Engineers, technicians and planners bring firsthand equipment knowledge to asset hierarchies, PM strategies, job plans, materials and failure classifications.
How AssetIntel works
From source data to EAM-ready maintenance intelligence
DSG starts with a reusable equipment-class library, then configures it to the manufacturer, model, operating context and installed asset.
Start with structured knowledge
Equipment classes, attributes, Failure Classifications, Preventive Maintenance strategies, Job Plans and BOM frameworks.
Make it specific
Map manufacturer and model, enrich from OEM documentation, reconcile customer data and account for criticality and site context.
Put data to work
Validate, convert and prepare production-ready master data for the target EAM/CMMS, with loading support.
View the five-stage workflow
Five-stage workflow
Collect. Structure. Configure. Validate. Deploy.
Collect
EAM extracts, drawings, OEM manuals, field data, maintenance history and materials.
Identify & structure
Asset register, functional hierarchy, classes and technical attributes.
Configure
Failure Classifications, Preventive Maintenance, Job Plans and BOMs.
Validate
OEM, field, criticality and subject matter review.
Deploy
Prepare and load structured records into the target EAM.
As-Built and P&ID Data Extraction and Validation
Tank and pump: from drawing to asset hierarchy
As-built drawing and piping and instrumentation diagram (P&ID) extraction supports asset identification, equipment attributes and hierarchy development. Select a tag to explore the illustrative output.
- Tag
- TK-101
- System
- Transfer system
- Drawing cue
- Vessel symbol + outlet
- Level 2 · Child of TankP-101A · Centrifugal Pump
- Level 3 · Child of PumpMotor
- Level 4 · Child of PumpMotor Starter
- Level 5 · Pump InstrumentationPressure Gauge and Transmitter
- Level 5 · Pump InstrumentationFlow Gauge and Transmitter
- Level 5 · Pump InstrumentationFluid Temperature Gauge and Transmitter
- Tag
- V-101
- System
- Transfer system
- Drawing cue
- Inline valve symbol
- Tag
- P-101A
- System
- Transfer system
- Drawing cue
- Pump symbol on transfer line
- Level 2 · Child of TankP-101A · Centrifugal Pump
- Level 3 · Child of PumpMotor
- Level 4 · Child of PumpMotor Starter
- Level 5 · Pump InstrumentationPressure Gauge and Transmitter
- Level 5 · Pump InstrumentationFlow Gauge and Transmitter
- Level 5 · Pump InstrumentationFluid Temperature Gauge and Transmitter
- Tag
- E-101
- System
- Transfer system
- Drawing cue
- Exchanger symbol
Example output is illustrative. DSG reconciles candidates with as-built drawings, OEM data, field evidence and EAM records before loading.
DSG’s Proprietary AI · OEM Documentation Intelligence
OEM Manual Data Extraction
AI-powered OEM manual data extraction turns Original Equipment Manufacturer documentation into Asset Intelligence. DSG’s proprietary AI tools help extract, analyze and organize valuable equipment data from operating manuals, maintenance manuals, parts catalogs, datasheets and supporting diagrams—turning scattered document content into structured records for review and EAM/CMMS preparation.
From document content to usable maintenance data
Extract tables and narrative instructions, standardize terminology and units, associate data with the applicable equipment and retain source references. The available data depends on the manual, its quality, revision and equipment configuration.
01 · Extractable Data
Equipment Identity & Applicability
Manufacturer, product family, model, series, serial-number ranges, nameplate fields, equipment descriptions and configuration options.
Asset Intelligence value: Match the correct manual and revision to the installed asset; distinguish optional components from supplied equipment.
02 · Extractable Data
Components & Asset Hierarchies
Assembly names, subassemblies, component relationships, exploded-view callouts, package boundaries and component identifiers.
Asset Intelligence value: Propose maintainable asset/component hierarchies and links between equipment, assemblies and spare parts.
03 · Extractable Data
Classifications & Technical Attributes
Equipment type; dimensions and weight; materials of construction; connection sizes; capacity, flow, head, pressure, temperature, speed, power, voltage and enclosure ratings where documented.
Asset Intelligence value: Populate equipment-class attributes with values, units, applicability and source references.
04 · Extractable Data
Operating Limits & Performance
Rated duty, permissible operating ranges, performance curves, efficiency information, minimum-flow requirements, ambient limits, duty-cycle restrictions and operating cautions.
Asset Intelligence value: Organize operating envelopes and performance references for engineering review and asset-specific configuration.
05 · Extractable Data
Installation & Commissioning
Foundation and mounting requirements, alignment tolerances, utilities, clearances, storage/preservation requirements, start-up checks, commissioning steps and acceptance criteria.
Asset Intelligence value: Prepare installation and commissioning checklists and identify requirements to verify in the field.
06 · Extractable Data
Preventive Maintenance Tasks & Frequencies
Inspection, cleaning, lubrication, adjustment, testing and scheduled replacement tasks; calendar, run-hour, cycle-count or condition-based intervals; task prerequisites and acceptance criteria.
Asset Intelligence value: Draft PM strategies and Job Plan tasks while retaining interval triggers, operating assumptions and OEM exceptions.
07 · Extractable Data
Condition Monitoring & Inspection Criteria
Measurement points, inspection methods, baseline values, tolerances, wear limits, alarm guidance, vibration/temperature limits and recommended monitoring methods where provided.
Asset Intelligence value: Define candidate measurement points, inspection records and condition-triggered actions for specialist review.
08 · Extractable Data
Lubricants, Fluids & Consumables
Lubricant grades/specifications, viscosities, approved fluid types, fill quantities, lubrication points, replacement intervals, filters, cleaning agents and handling requirements.
Asset Intelligence value: Build lubrication records and PM material lists with quantity, unit and compatibility constraints.
09 · Extractable Data
Corrective Maintenance & Repair Procedures
Disassembly/reassembly steps, adjustment methods, tightening torques, fits/clearances, wear-part replacement rules, repair limits and post-repair checks.
Asset Intelligence value: Draft repair Job Plans and identify repair-specific materials, special tools and inspection hold points.
10 · Extractable Data
Troubleshooting & Failure Classifications
Documented symptoms, fault codes, diagnostic checks, possible causes and recommended corrective actions from troubleshooting tables.
Asset Intelligence value: Propose Problem, Cause and Remedy classifications tied to the OEM evidence; preserve possible causes as hypotheses.
11 · Extractable Data
Parts Catalogs & Equipment BOMs
OEM part numbers, descriptions, drawing/item numbers, assembly relationships, quantities per assembly, units, model applicability, kit contents and documented supersessions.
Asset Intelligence value: Develop equipment spare-parts BOMs, PM consumable BOMs and CM repair BOMs; flag conditional replacements and reconcile material-master matches.
12 · Extractable Data
Labor, Crafts, Skills & Tools
Documented crew sizes, task times, qualifications, craft requirements, lifting equipment, test instruments, calibration needs, special tools and tool identifiers.
Asset Intelligence value: Prepare Job Plan resource requirements. Missing labor hours or craft assignments can be proposed separately using DSG libraries and expert review.
13 · Extractable Data
Electrical, Instrumentation & Controls
Terminal references, wiring diagrams, I/O definitions, sensor ranges, setpoints, protection settings, alarm/fault definitions, communication interfaces and firmware/software compatibility where included.
Asset Intelligence value: Organize controls attributes, diagnostic references and maintenance checks for electrical and controls specialists.
14 · Extractable Data
Safety & Environmental Requirements
Warnings, hazards, isolation requirements, stored-energy precautions, PPE, handling/lifting instructions, hazardous-material information, spill precautions and disposal guidance.
Asset Intelligence value: Capture OEM precautions for site-approved work procedures and link referenced safety documents.
15 · Extractable Data
Warranty, Support & Document Traceability
Warranty terms and maintenance conditions, service contacts, certificates, referenced standards, manual numbers, editions, revisions, drawing references, page/table/figure locations and referenced documents.
Asset Intelligence value: Maintain source-linked equipment documentation and identify missing, conflicting or outdated information.
Outputs for Maximo, SAP PM/MM, Oracle eAM, Hexagon, Maintenance X and Blue Mountain RAM
Reviewed extraction results can support asset and component records, classification attributes, PM schedules, Job Plans, failure classifications, material-master candidates, equipment BOMs, measurement points, document links and configured data-load files.
Keep evidence and proposed enrichment distinct. OEM recommendations and source values are retained separately from DSG-proposed classifications, labor estimates and maintenance strategies. Missing fields, conflicting instructions and uncertain matches are flagged for review. Site teams validate equipment applicability, safety requirements, maintenance intervals and parts compatibility before implementation.
OEM documents generally do not establish the installed asset’s location/tag, actual condition, transaction history, current supplier price, current lead time or site-specific risk. DSG reconciles these with drawings, field records, EAM/ERP data and supplier information.
Materials intelligence · interactive example
From OEM manual to priced PM and CM BOMs
Select a maintenance activity to see how DSG's pre-built BOM template guides extraction, then maps the material candidates to DSG pricing for a cost estimate.
Illustrative OEM manual excerpt
P-101A · centrifugal transfer pump · scheduled service
“Lubricate bearing housing with EP2 bearing grease, one cartridge.
Replace seal-flush filter element F-20 at the 2,000-hour interval.
Inspect coupling insert and replace only if worn.”
Sample text created for this demo; not an actual OEM instruction.
Pre-built PM BOM target list
- LubricantEP2 bearing grease · 1 cartridge
- Filter / consumableF-20 flush element · 1 each
- Wear part · conditionalCoupling insert · inspect; exclude from planned cost
DSG tool identifies material type, part reference, quantity and activity from the highlighted instructions.
Extracted materials + DSG pricing
| Material candidate | Qty | Unit | Cost |
|---|---|---|---|
| EP2 bearing grease | 1 | $18 | $18 |
| F-20 flush element | 1 | $35 | $35 |
Conditional coupling insert is flagged for review, not included in this total.
Illustrative OEM manual excerpt
P-101A · centrifugal transfer pump · seal repair
“For mechanical-seal replacement, install seal kit MSK-100.
Renew casing gasket CG-100 and O-ring set OR-100 during reassembly.”
Sample text created for this demo; not an actual OEM instruction.
Pre-built CM BOM target list
- Repair kitMSK-100 mechanical seal · 1 kit
- GasketCG-100 casing gasket · 1 each
- Elastomer / sealOR-100 O-ring set · 1 set
DSG tool links each extracted part reference to the seal-replacement activity and CM BOM template.
Extracted materials + DSG pricing
| Material candidate | Qty | Unit | Cost |
|---|---|---|---|
| MSK-100 seal kit | 1 | $285 | $285 |
| CG-100 gasket | 1 | $38 | $38 |
| OR-100 O-ring set | 1 | $28 | $28 |
Illustrative part numbers and DSG pricing examples. Actual BOMs and costs require OEM applicability, supersession, material-master and current vendor-price validation before procurement.
Equipment Classifications
Equipment classifications by industry
Equipment taxonomy and classification define equipment types and the technical specification attributes needed to describe each asset consistently. DSG defines the desired fields, data types, engineering units and required/optional rules for each class, then populates supported values from OEM manuals, drawings and verified asset records. Choose an industry, then explore a sample attribute template below.
Utilities
Electric, gas, water and wastewater
Oil & Gas
Upstream, midstream, downstream and pipelines
Mining & Minerals
Extraction, crushing, conveying and processing
Food, Grain & Bulk
Receiving, storage, processing and loadout
Pharma & Life Sciences
Process, clean utilities and controlled environments
Manufacturing
Production, material handling and plant utilities
Shared equipment classifications
Each classification includes common identity fields—manufacturer, model, serial number and asset tag—plus class-specific technical attributes. Required fields, permitted values, units and source references are configured for the site and target EAM/CMMS, including Oracle eAM.
Centrifugal Pumps
Desired equipment classification attributes
Common identity fields: Asset tag/ID, manufacturer, model, serial number, location and source document/revision. Class-specific fields below are candidates for site-required status.
| Desired attribute | Data type | Engineering unit |
|---|---|---|
| Rated flow | Number | m³/h |
| Rated head | Number | m |
| Pump speed | Number | rpm |
| Rated power | Number | kW |
| Suction / discharge size | Number | mm |
| Casing / impeller material | List | — |
| Seal type | List | — |
| Design pressure / temperature | Number | bar / °C |
DSG configures required/optional status, allowed values, units and source references for each attribute. Missing values are flagged for collection; installed asset specifications are verified before loading.
Close attribute exampleBelt Conveyors
Desired equipment classification attributes
Common identity fields: Asset tag/ID, manufacturer, model, serial number, location and source document/revision. Class-specific fields below are candidates for site-required status.
| Desired attribute | Data type | Engineering unit |
|---|---|---|
| Belt width / length | Number | mm / m |
| Rated capacity | Number | t/h |
| Belt speed | Number | m/s |
| Belt material / construction | List | — |
| Drive motor power | Number | kW |
| Pulley diameter | Number | mm |
| Idler spacing | Number | mm |
| Incline angle | Number | degrees |
DSG configures required/optional status, allowed values, units and source references for each attribute. Missing values are flagged for collection; installed asset specifications are verified before loading.
Close attribute exampleTransformers
Desired equipment classification attributes
Common identity fields: Asset tag/ID, manufacturer, model, serial number, location and source document/revision. Class-specific fields below are candidates for site-required status.
| Desired attribute | Data type | Engineering unit |
|---|---|---|
| Rated capacity | Number | kVA |
| Primary / secondary voltage | Number | kV |
| Phase / frequency | Number | phase / Hz |
| Cooling class | List | — |
| Vector group | Text | — |
| Impedance | Number | % |
| Insulating fluid type | List | — |
| Tap range / temperature rise | Number | % / °C |
DSG configures required/optional status, allowed values, units and source references for each attribute. Missing values are flagged for collection; installed asset specifications are verified before loading.
Close attribute exampleTanks & Vessels
Desired equipment classification attributes
Common identity fields: Asset tag/ID, manufacturer, model, serial number, location and source document/revision. Class-specific fields below are candidates for site-required status.
| Desired attribute | Data type | Engineering unit |
|---|---|---|
| Nominal / working volume | Number | m³ |
| Design pressure | Number | bar |
| Design temperature | Number | °C |
| Diameter / height | Number | mm |
| Material of construction | List | — |
| Corrosion allowance | Number | mm |
| Design code | Text | — |
| Lining / service fluid | Text | — |
DSG configures required/optional status, allowed values, units and source references for each attribute. Missing values are flagged for collection; installed asset specifications are verified before loading.
Close attribute exampleAir Handling Units
Desired equipment classification attributes
Common identity fields: Asset tag/ID, manufacturer, model, serial number, location and source document/revision. Class-specific fields below are candidates for site-required status.
| Desired attribute | Data type | Engineering unit |
|---|---|---|
| Design supply airflow | Number | m³/h |
| External static pressure | Number | Pa |
| Fan motor power | Number | kW |
| Heating / cooling capacity | Number | kW |
| Filter classification | List | — |
| Coil type / rows | Text / Number | — |
| Supply air temperature | Number | °C |
| Electrical supply | Number | V / phase / Hz |
DSG configures required/optional status, allowed values, units and source references for each attribute. Missing values are flagged for collection; installed asset specifications are verified before loading.
Close attribute examplePLCs
Desired equipment classification attributes
Common identity fields: Asset tag/ID, manufacturer, model, serial number, location and source document/revision. Class-specific fields below are candidates for site-required status.
| Desired attribute | Data type | Engineering unit |
|---|---|---|
| Processor model | Text | — |
| Firmware revision | Text | — |
| Power supply voltage | Number | VDC |
| Digital / analog I/O count | Integer | channels |
| Communication protocols | List | — |
| Memory capacity | Number | MB |
| Rack / slot configuration | Text | — |
| Environmental / enclosure rating | Text | — |
DSG configures required/optional status, allowed values, units and source references for each attribute. Missing values are flagged for collection; installed asset specifications are verified before loading.
Close attribute exampleFailure classifications · interactive examples
Problem, Cause and Remedy by equipment class
Failure coding organizes equipment problems, possible causes and remedies into a Problem, Cause and Remedy (PCR) framework. Select the first class in a shared equipment group to explore sample EAM failure records.
Centrifugal Pumps
Sample problem: Low discharge flow
View Problem · Cause · Remedy →Material HandlingBelt Conveyors
Sample problem: Belt mistracking
View Problem · Cause · Remedy →ElectricalTransformers
Sample problem: High oil temperature
View Problem · Cause · Remedy →Process EquipmentTanks & Vessels
Sample problem: External leakage
View Problem · Cause · Remedy →HVAC & FacilitiesAir Handling Units
Sample problem: Low supply airflow
View Problem · Cause · Remedy →Instrumentation & ControlsPLCs
Sample problem: I/O channel fault
View Problem · Cause · Remedy →These starter examples are illustrative. DSG validates failure language, cause relationships and remedies with maintenance and reliability teams.
Centrifugal Pumps
Illustrative Problem, Cause, Remedy classification
| Problem | Possible cause | Sample remedy |
|---|---|---|
| Low discharge flow | Suction strainer obstructed | Clean strainer; verify flow and pressure |
| Excess vibration | Coupling misalignment or wear | Align coupling; inspect and replace worn insert |
| Mechanical seal leakage | Seal faces or elastomers worn | Inspect seal flush; replace applicable seal kit |
Examples for classification design, not a diagnosis or work instruction. Validate site equipment, codes, safety controls and EAM naming before use.
Close exampleBelt Conveyors
Illustrative Problem, Cause, Remedy classification
| Problem | Possible cause | Sample remedy |
|---|---|---|
| Belt mistracking | Idlers misaligned | Align idlers and track belt |
| Belt slipping | Take-up tension low or lagging worn | Adjust tension; inspect pulley lagging |
| Abnormal roller noise | Idler bearing failed | Replace affected idler; verify rotation |
Examples for classification design, not a diagnosis or work instruction. Validate site equipment, codes, safety controls and EAM naming before use.
Close exampleTransformers
Illustrative Problem, Cause, Remedy classification
| Problem | Possible cause | Sample remedy |
|---|---|---|
| High oil temperature | Cooling fan or pump inoperative | Repair cooling device; verify temperatures |
| Insulation alarm | Moisture or insulation degradation | Test and assess with electrical engineering |
| Unexpected trip | Protection detected internal or external fault | Isolate, test and repair confirmed fault |
Examples for classification design, not a diagnosis or work instruction. Validate site equipment, codes, safety controls and EAM naming before use.
Close exampleTanks & Vessels
Illustrative Problem, Cause, Remedy classification
| Problem | Possible cause | Sample remedy |
|---|---|---|
| External leakage | Shell, nozzle or seal deterioration | Isolate; assess and repair to approved code |
| Level indication incorrect | Instrument fouling or calibration drift | Clean and calibrate level instrument |
| High-pressure alarm | Vent path restricted | Safely isolate; inspect and restore vent path |
Examples for classification design, not a diagnosis or work instruction. Validate site equipment, codes, safety controls and EAM naming before use.
Close exampleAir Handling Units
Illustrative Problem, Cause, Remedy classification
| Problem | Possible cause | Sample remedy |
|---|---|---|
| Low supply airflow | Filters loaded or damper restricted | Replace filters; verify damper and airflow |
| Poor cooling | Coil valve or actuator malfunction | Test controls; repair valve or actuator |
| Fan vibration | Wheel buildup or imbalance | Inspect, clean and balance fan assembly |
Examples for classification design, not a diagnosis or work instruction. Validate site equipment, codes, safety controls and EAM naming before use.
Close examplePLCs
Illustrative Problem, Cause, Remedy classification
| Problem | Possible cause | Sample remedy |
|---|---|---|
| I/O channel fault | Module failure or loose termination | Diagnose wiring and module; replace as needed |
| Communication lost | Network link or configuration fault | Restore link/configuration; test communications |
| Unexpected controller stop | DC power supply fault | Verify supply and redundancy; replace failed unit |
Examples for classification design, not a diagnosis or work instruction. Validate site equipment, codes, safety controls and EAM naming before use.
Close examplePreventive Maintenance · Job Plans · Interactive Examples
PM Job Plans by equipment classification
Preventive maintenance planning connects PM task lists and Job Plans to equipment classifications and failure codes. Explore a sample plan for each shared equipment category and the problems its tasks help detect.
Centrifugal Pumps
Pump condition and lubrication inspection
PM-ROT-PUMP-001
View PM Job PlanMaterial HandlingBelt Conveyors
Belt, pulley and idler condition inspection
PM-MAT-BELT-001
View PM Job PlanElectricalTransformers
Transformer condition and cooling-system inspection
PM-ELE-TRANS-001
View PM Job PlanProcess EquipmentTanks & Vessels
External integrity, level and vent inspection
PM-PROC-TANK-001
View PM Job PlanHVAC & FacilitiesAir Handling Units
Airflow, filter, coil and fan inspection
PM-HVAC-AHU-001
View PM Job PlanInstrumentation & ControlsPLCs
Controller, I/O, communications and power health review
PM-CTRL-PLC-001
View PM Job PlanEach example includes tasks, crafts, tools, material/BOM references and related Failure Classifications. DSG configures the plan to the manufacturer, model, duty and target EAM/CMMS.
Equipment Bills of Material · Interactive Examples
Equipment BOMs: planned service and corrective repairs
Equipment and spare parts Bill of Material (BOM) development links assets and maintenance activities to required materials. DSG connects PM and CM BOMs to installed equipment, Job Plans and the target EAM/CMMS material master.
Materials for planned maintenance
A PM BOM defines the consumables and replacement parts for a scheduled or condition-triggered maintenance activity: lubricants, filters, gaskets and planned wear-part replacements.
Linked to the PM Job Plan, it supports repeatable material planning, reservations and service-cost estimates. Quantities are planned for one execution of the defined task.
Parts for a defined repair
A CM BOM identifies the spare parts and consumables for a diagnosed fault or approved repair scope: a seal kit, idler assembly, cooling fan, drive belt or I/O module.
Linked to the asset, failure classification and repair Job Plan, it supports parts selection, availability checks and repair planning. The final work-order materials depend on diagnosis and the approved scope.
The same part can appear in both. A gasket or belt may be renewed during planned service or used to repair a failure. The distinction is the maintenance activity and inclusion rule. An equipment spare-parts BOM can also hold the broader list of applicable parts; an activity BOM selects what that particular task requires.
Centrifugal Pumps
Compare planned service materials with repair-specific spare parts.
View PM & CM BOMs →Material HandlingBelt Conveyors
Compare planned service materials with repair-specific spare parts.
View PM & CM BOMs →ElectricalTransformers
Compare planned service materials with repair-specific spare parts.
View PM & CM BOMs →Process EquipmentTanks & Vessels
Compare planned service materials with repair-specific spare parts.
View PM & CM BOMs →HVAC & FacilitiesAir Handling Units
Compare planned service materials with repair-specific spare parts.
View PM & CM BOMs →Instrumentation & ControlsPLCs
Compare planned service materials with repair-specific spare parts.
View PM & CM BOMs →Illustrative examples for the first equipment class in each shared category. Demo item IDs are placeholders, not OEM part numbers. DSG verifies manufacturer/model, part applicability, specifications, units, quantities and material-master matches before loading.
Centrifugal Pumps
Preventive Maintenance and Corrective Maintenance BOM examples
Preventive Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| PUMP-PM-01 | OEM-specified bearing lubricant | 1 | service quantity | Lubrication; quantity confirmed for the bearing housing |
| PUMP-PM-02 | Seal-flush filter element | 1 | each | Scheduled replacement, where this filter is installed |
| PUMP-PM-03 | Service-cover gasket | 1 | each | Include only if the PM procedure opens the cover |
Corrective Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| PUMP-CM-01 | Applicable mechanical seal kit | 1 | kit | Primary repair part |
| PUMP-CM-02 | Seal housing gasket / O-ring kit | 1 | kit | Renew seals disturbed by the repair |
| PUMP-CM-03 | Coupling insert | 1 | each | Conditional — replace only if inspection confirms wear |
Planning rule: Conditional items are candidates for review; do not reserve or cost them as mandatory until the work scope is approved. A “service quantity” must be converted to a defined amount and stocking unit before EAM loading. Verify OEM instructions, installed configuration and approved site procedures. These examples are material-planning demonstrations, not repair instructions.
Close exampleBelt Conveyors
Preventive Maintenance and Corrective Maintenance BOM examples
Preventive Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| CONV-PM-01 | OEM-specified bearing grease | 1 | service quantity | Lubricate serviceable bearings only |
| CONV-PM-02 | Approved cleaning material | 1 | service quantity | Remove buildup at the locations specified in the job plan |
| CONV-PM-03 | Belt cleaner blade | 1 | each | Conditional — include when the approved wear limit is reached |
Corrective Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| CONV-CM-01 | Matching carrying idler assembly | 1 | assembly | Match roller diameter, length and mounting |
| CONV-CM-02 | Idler mounting fastener kit | 1 | kit | Replace hardware as required by the repair procedure |
| CONV-CM-03 | Adjacent carrying idler | 1 | assembly | Conditional — replace only if separately found defective |
Planning rule: Conditional items are candidates for review; do not reserve or cost them as mandatory until the work scope is approved. A “service quantity” must be converted to a defined amount and stocking unit before EAM loading. Verify OEM instructions, installed configuration and approved site procedures. These examples are material-planning demonstrations, not repair instructions.
Close exampleTransformers
Preventive Maintenance and Corrective Maintenance BOM examples
Preventive Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| TRANS-PM-01 | Breather desiccant refill / cartridge | 1 | set | Scheduled or condition-triggered renewal, where fitted |
| TRANS-PM-02 | Oil sampling bottle kit | 1 | kit | Consumables for the approved sampling task |
| TRANS-PM-03 | Sampling valve seal kit | 1 | kit | Conditional — only when the procedure or condition requires renewal |
Corrective Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| TRANS-CM-01 | Matching cooling fan assembly | 1 | assembly | Confirm voltage, airflow, rotation and mounting |
| TRANS-CM-02 | Fan mounting fastener kit | 1 | kit | Hardware required for the repair |
| TRANS-CM-03 | Fan circuit fuse | 1 | each | Conditional — after fault diagnosis and rating verification |
Planning rule: Conditional items are candidates for review; do not reserve or cost them as mandatory until the work scope is approved. A “service quantity” must be converted to a defined amount and stocking unit before EAM loading. Verify OEM instructions, installed configuration and approved site procedures. These examples are material-planning demonstrations, not repair instructions.
Close exampleTanks & Vessels
Preventive Maintenance and Corrective Maintenance BOM examples
Preventive Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| TANK-PM-01 | Compatible manway gasket | 1 | each | Planned renewal when the manway is opened for inspection |
| TANK-PM-02 | Approved cleaning material | 1 | service quantity | Material compatible with the tank and process residue |
| TANK-PM-03 | Vent filter element | 1 | each | Scheduled renewal, only where this filter is fitted |
Corrective Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| TANK-CM-01 | Compatible manway gasket | 1 | each | Primary repair part for the confirmed leak |
| TANK-CM-02 | Manway fastener kit | 1 | kit | Conditional — replace damaged or rejected hardware |
| TANK-CM-03 | Approved thread lubricant | 1 | service quantity | Only if specified by the approved bolting procedure |
Planning rule: Conditional items are candidates for review; do not reserve or cost them as mandatory until the work scope is approved. A “service quantity” must be converted to a defined amount and stocking unit before EAM loading. Verify OEM instructions, installed configuration and approved site procedures. These examples are material-planning demonstrations, not repair instructions.
Close exampleAir Handling Units
Preventive Maintenance and Corrective Maintenance BOM examples
Preventive Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| AHU-PM-01 | Filter set for installed AHU | 1 | set | Match dimensions, quantity and specified filtration rating |
| AHU-PM-02 | Approved coil cleaner | 1 | service quantity | Where cleaning is included in the planned service |
| AHU-PM-03 | Matched drive belt set | 1 | set | Conditional or scheduled replacement per the approved PM plan |
Corrective Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| AHU-CM-01 | Matched drive belt set | 1 | set | Primary repair part; match belt profile and length |
| AHU-CM-02 | Drive sheave | 1 | each | Conditional — replace only when wear or damage is confirmed |
| AHU-CM-03 | Fan bearing assembly | 1 | assembly | Conditional — include only if diagnosis identifies bearing failure |
Planning rule: Conditional items are candidates for review; do not reserve or cost them as mandatory until the work scope is approved. A “service quantity” must be converted to a defined amount and stocking unit before EAM loading. Verify OEM instructions, installed configuration and approved site procedures. These examples are material-planning demonstrations, not repair instructions.
Close examplePLCs
Preventive Maintenance and Corrective Maintenance BOM examples
Preventive Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| PLC-PM-01 | OEM-approved backup battery | 1 | each | Only for a model with a replaceable battery and an approved renewal task |
| PLC-PM-02 | Control cabinet filter mat | 1 | each | Scheduled replacement, where fitted |
| PLC-PM-03 | Approved electronics cleaning material | 1 | service quantity | Only as allowed by the equipment service procedure |
Corrective Maintenance BOM
| Demo item ID | Material / spare part | Qty | Unit | Use / inclusion rule |
|---|---|---|---|---|
| PLC-CM-01 | Compatible digital input module | 1 | each | Match platform, I/O type and supported hardware revision |
| PLC-CM-02 | Matching terminal connector | 1 | each | Conditional — replace only if damaged or required by module design |
| PLC-CM-03 | Channel protection fuse | 1 | each | Conditional — only after circuit diagnosis and rating verification |
Planning rule: Conditional items are candidates for review; do not reserve or cost them as mandatory until the work scope is approved. A “service quantity” must be converted to a defined amount and stocking unit before EAM loading. Verify OEM instructions, installed configuration and approved site procedures. These examples are material-planning demonstrations, not repair instructions.
Close exampleDSG’s Proprietary AI · Transactional Intelligence
Transactional Analysis Tools
Turn everyday procurement and maintenance transactions into actionable Asset Intelligence. Data Sciences Group’s proprietary AI tools help analyze structured records and free-text descriptions at scale, connecting what was purchased, what failed and what work was performed to the equipment involved.
Maintenance, procurement and inventory analysis
Automated extraction, normalization, record matching and pattern detection reduce repetitive spreadsheet preparation and manual record-by-record review. Reusable equipment classifications and analysis rules support cost-effective analysis across asset fleets and repeatable reviews as new transactions arrive.
Results provide candidate matches, trends and prioritized exceptions linked to source records, so procurement, maintenance and reliability teams can focus their expertise on the decisions that matter.
01 · Practical Application
Procurement of Materials
Data: Purchase orders, receipts, supplier quotes and material issues.
AI analysis: A pump seal kit is purchased under several descriptions and suppliers. AI groups likely matching items, normalizes units and compares price, lead time and emergency-buy history.
Asset Intelligence decision: Identify consolidation opportunities, improve sourcing and prioritize long-lead spares. Validate part equivalence before combining purchases.
02 · Practical Application
Free-text Purchase Order Analysis
Data: PO line descriptions, requisition notes and supplier invoices.
AI analysis: Descriptions such as “seal for P-101,” “pump seal kit” and “mechanical seal assy” are parsed for part, manufacturer, model, asset tag and service type. AI proposes material-master and equipment-class matches.
Asset Intelligence decision: Recover spend hidden in free text, separate parts from services and flag candidates for catalog items and equipment BOMs.
03 · Practical Application
Failure Analysis
Data: Work-order narratives, failure codes, downtime and repair history.
AI analysis: Pump work orders repeatedly mention leakage, seal replacement and vibration. AI groups recurring symptoms and proposed Problem, Cause and Remedy classifications, then compares patterns across similar equipment.
Asset Intelligence decision: Prioritize recurring failures for root-cause investigation and reliability improvements. Narrative evidence suggests causes; engineering review confirms them.
04 · Practical Application
Preventive Maintenance Work Order Analysis
Data: PM schedules, completed work orders, findings, labor and material usage.
AI analysis: An AHU inspection repeatedly finds clean filters, while another unit needs replacements between scheduled visits. AI compares findings, actual effort and corrective work following PMs.
Asset Intelligence decision: Identify candidates to adjust task scope, frequency, labor estimates and PM BOMs, subject to operating conditions, OEM guidance and required maintenance.
05 · Practical Application
Corrective Maintenance Work Order Analysis
Data: Repair descriptions, actual labor, material issues, downtime and repeat visits.
AI analysis: Conveyor repairs repeatedly replace the same idler assembly and require more labor than planned. AI groups comparable repairs and highlights repeat work, missing parts and planned-versus-actual effort.
Asset Intelligence decision: Improve corrective Job Plans and CM BOMs, prepare repair kits and prioritize assets with recurring repair demand.
06 · Practical Application
Inventory & Spare Parts Optimization
Data: Stock balances, issues, returns, reservations, open POs and lead times.
AI analysis: A critical pump spare has low annual usage but a long replenishment lead time; another item is frequently expedited. AI summarizes demand patterns and flags stockout exposure, duplicate items and slow-moving stock.
Asset Intelligence decision: Review stocking levels and reorder settings using demand, asset criticality and lead time together. Avoid treating low usage alone as a reason to remove critical spares.
07 · Practical Application
Repair-versus-Replace Decisions
Data: Repair costs, downtime, asset age, condition and replacement estimates.
AI analysis: Repeated motor repairs accumulate material, contractor and internal labor costs. AI consolidates the history and builds comparable lifecycle-cost scenarios using supplied replacement and operating assumptions.
Asset Intelligence decision: Identify assets for repair-versus-replace assessment and rank capital candidates by cost, reliability and operational impact.
08 · Practical Application
Maintenance Labor & Backlog Analysis
Data: Work-order priorities, planned and actual hours, crafts, dates and status history.
AI analysis: Similar transformer maintenance tasks show different labor estimates, while ready work waits for a specialist craft. AI groups comparable jobs and highlights estimate variation, repeat visits and aging critical work.
Asset Intelligence decision: Refine Job Plan labor, identify craft constraints and prioritize backlog using asset criticality and work readiness.
09 · Practical Application
Asset History & Data Quality Improvement
Data: Asset references, location codes, PO text, material issues and work-order records.
AI analysis: A pump’s purchases and repairs are scattered across an asset tag, a location and a legacy name. AI proposes record links and flags inconsistent classifications, missing failure codes and materials absent from BOMs.
Asset Intelligence decision: Build a more complete asset history and a prioritized correction list for the EAM/CMMS. Review ambiguous matches before updating master data.
From transaction history to a decision-ready action list
1 · Bring together EAM/CMMS and ERP exports, purchase orders, invoices, inventory transactions and work-order history.
2 · Analyze and connect Normalize terminology, link candidate assets and materials, classify narratives and compare costs, usage and recurring events.
3 · Review and act Validate recommendations with subject-matter experts, then prepare approved changes to classifications, failure codes, Job Plans, BOMs, stocking policies and EAM/CMMS data-load files.
Examples are illustrative applications. Analysis depends on the available records and their quality; proposed part matches, failure causes and maintenance changes are reviewed before implementation.
DSG’s Proprietary Tools · Master Data Preparation
Asset Master Data Load Tools
DSG has developed proprietary tools to Create, Cleanse, Enrich, Validate and Populate Master Data Load Templates for IBM Maximo, SAP PM and MM, Oracle Enterprise Asset Management (eAM), Hexagon / HxGN EAM, Maintenance X / MaintainX, Blue Mountain RAM, legacy Infor EAM, IFS Cloud / IFS Applications, Fiix, eMaint, Maintenance Connection, Trimble Unity Maintain, Limble, UpKeep, and Microsoft Dynamics 365 Supply Chain Management. These tools support EAM/CMMS data migration preparation through asset master data cleansing, enrichment, validation and load-file mapping.
Build candidate master records from OEM manuals, drawings, DSG libraries and existing system exports.
Standardize descriptions, units and codes; identify duplicates and inconsistent asset or material references.
Add supported attributes, hierarchy links, maintenance tasks, failure codes and applicable parts from source evidence and DSG libraries.
Check required fields, valid values, unique keys, relationships, units and source applicability; resolve exceptions with subject-matter experts.
Map approved records to target fields and populate the agreed load templates in the required formats and dependency order.
Typical Master Data Load Templates by platform
Representative template families are shown below. Exact columns, mandatory fields, supported objects and load methods are configured to the installed version and customer requirements.
01 · Typical Template Scope
IBM Maximo
- Assets and Locations: asset records, parent/child relationships, operating locations and location hierarchies.
- Classifications and Specifications: equipment classes, attributes, values and units.
- Failure Classifications: Problem, Cause and Remedy code structures.
- Job Plans: tasks, labor/crafts, tools, materials and safety references.
- Preventive Maintenance: PM records, Job Plan links, frequencies and meter-based triggers.
- Items and Spare Parts: item master, applicable asset spare parts/BOMs and inventory setup.
- Supporting Masters: meters, measurement points, companies/vendors and document links as scoped.
DSG maps load files to the approved Maximo Integration Framework object structures, import definitions and organization/site rules.
02 · Typical Template Scope
SAP Plant Maintenance (PM)
- Functional Locations: structure indicators, hierarchy, descriptions and organizational assignments.
- Equipment: equipment categories, technical data, installation relationships and manufacturer/model details.
- Classification: classes, characteristics and technical-object characteristic values.
- Maintenance Task Lists: general, equipment and functional-location task lists; operations, work centers and material components.
- Maintenance Plans and Items: cycles, strategies, scheduling parameters and task-list assignments.
- Maintenance BOMs: equipment and functional-location BOM headers and components.
- Supporting Masters: work centers, measuring points/counters, catalogs and codes, and document references as scoped.
Template layouts and supported migration objects are confirmed for the customer’s SAP release and approved migration approach.
03 · Typical Template Scope
SAP Materials Management (MM)
- Material Master: descriptions, material types, units of measure, manufacturer part references and applicable views.
- Plant and Storage Data: plant extensions, storage-location data and relevant stocking parameters.
- Purchasing and MRP Views: purchasing groups, planning settings, replenishment parameters and lead-time fields.
- Valuation and Accounting Views: valuation class and approved accounting fields where required.
- Procurement Reference Masters: supplier/business-partner references, purchasing info records and source-list candidates as scoped.
- Material BOMs and Cross-References: material/component relationships, alternate units and legacy-to-target material IDs.
Procurement, inventory and finance owners approve purchasing, planning and valuation values before template population.
04 · Typical Template Scope
Hexagon / HxGN EAM
- Equipment: assets, positions, systems, locations and equipment relationships.
- Equipment Classes and Attributes: classes, categories, custom fields and technical details.
- Parts and Stores: parts master, store assignments, stocking data and supplier references.
- Parts Lists/BOMs: applicable equipment parts and assembly/component relationships.
- Task and Job Plans: instructions, activities, trades, labor, tools and planned parts.
- PM Schedules: time-based or meter-based requirements and associated tasks/activities.
- Supporting Masters: meters, inspection points, failure/repair codes and document references as scoped.
DSG prepares files against the customer’s approved HxGN EAM upload definitions or integration mappings.
05 · Typical Template Scope
Maintenance X / MaintainX
- Assets: names, identifiers, parent assets, locations, types and supported custom fields.
- Locations: location names, descriptions and hierarchy relationships supported by the import.
- Parts: part identifiers, descriptions, quantities, locations and asset associations.
- Part-to-Asset References: applicable spare parts and BOM cross-reference worksheets.
- Maintenance Setup Worksheets: procedures/checklists, recurring maintenance, task steps and parts requirements for the agreed setup workflow.
- Supporting Data: vendor references, document links and other approved fields where supported.
Native bulk-import coverage varies. DSG separates supported import templates from worksheets requiring an approved API or configuration process.
06 · Typical Template Scope
Blue Mountain RAM
- Asset Master: asset IDs, descriptions, manufacturer/model, serial numbers, asset types, status and parent/component relationships.
- Locations and Organizational References: site/location structures, departments, ownership and asset-location assignments.
- Technical Attributes: equipment specifications, instrument ranges, engineering units and configured asset fields.
- Maintenance Work Plans: approved task instructions, inspection criteria, resource references, tools and parts requirements.
- Preventive Maintenance Schedules: maintenance frequencies, due-date rules and asset-to-work-plan assignments.
- Calibration Requirements and Procedures: calibration intervals, measurement/test points, ranges, tolerance criteria and procedure references where supported.
- Reference Standards: standard/instrument identifiers, applicable calibration status and procedure associations, subject to the configured data model.
- Parts and Equipment BOM References: spare parts, consumables, quantities and asset/work-plan material associations.
- Supporting Masters and Documentation: manufacturer/vendor references, responsible personnel, controlled procedure links and source-document references as scoped.
DSG creates, cleanses, enriches and validates these records, then populates the agreed Blue Mountain RAM load templates. Exact entities, field layouts and supported import methods are confirmed against the customer’s RAM version and configuration. Maintenance and calibration owners approve schedules, tolerances and controlled instructions before loading.
07 · Typical Template Scope
Oracle Enterprise Asset Management (eAM)
- Asset Groups and Asset Numbers: equipment groups, asset records, manufacturer/model details, locations and parent/child relationships.
- Asset Attributes: attribute groups, technical specifications, values and units.
- Maintenance Activities and Routings: task instructions, operation sequences, departments, labor and equipment resource requirements.
- Preventive Maintenance Schedules: calendar and meter-based intervals, scheduled dates and asset-to-activity associations.
- Items and Maintenance BOMs: inventory item references, asset spare-parts lists and PM/CM activity materials with quantities and units.
- Meters and Condition Monitoring: meter definitions, asset associations and inspection/quality-plan references as scoped.
- Supporting Masters: failure codes, departments/resources, organization references and document attachments as supported.
DSG creates, cleanses, enriches and validates candidate records, then populates the agreed Oracle eAM load templates. Object coverage, field layouts and approved interfaces are confirmed against the customer’s Oracle E-Business Suite release and configuration. Oracle Fusion Cloud Maintenance requires its own product-specific mappings and load templates.
08 · Typical Template Scope
Infor EAM (legacy)
- Equipment and Locations: assets, positions, systems, locations and parent/component relationships.
- Classes and Technical Attributes: equipment classes, specifications, custom fields, units and supported values.
- Parts and Inventory: parts master, stores, supplier references and approved stocking data.
- Equipment Parts Lists / BOMs: applicable spare parts, assemblies, quantities and material cross-references.
- Task Plans and Preventive Maintenance: instructions, activities, trades, labor, tools, planned materials and time- or meter-based schedules.
- Supporting Data: meters, inspection points, failure/repair codes and document references as scoped.
DSG prepares and validates representative load templates for the customer’s installed Infor EAM release and approved import or integration approach. Legacy Infor EAM belongs to the product lineage subsequently branded HxGN EAM; migration mappings are confirmed against the actual source and target versions.
09 · Typical Template Scope
IFS Cloud / IFS Applications
- Equipment and Functional Structures: equipment objects, functional locations, parent/child relationships and manufacturer/model identifiers.
- Technical Attributes: equipment classifications, specifications, values, units and approved reference data.
- Preventive Maintenance and Work Instructions: PM actions, task instructions, frequencies, meter/condition references and equipment associations as scoped.
- Maintenance Resources: work centers, crafts, labor requirements, tools and planned material references.
- Parts and Equipment BOMs: part candidates, spare-parts relationships, PM/CM materials, quantities and inventory cross-references.
- Supporting Masters: suppliers, organizational references, measurements, failure codes and document links where supported.
DSG creates, cleanses, enriches and validates candidate data, then populates the agreed IFS load templates. These are representative preparation scopes; exact objects, mandatory fields, dependency order and approved migration or integration methods are confirmed for the customer’s IFS Cloud or IFS Applications version and configuration.
10 · Typical Template Scope
Fiix
- Assets and Hierarchies: sites, equipment records, parent/child relationships, identity fields and supported custom fields.
- Parts and Supplies: part descriptions, identifiers, units, stock references and applicable equipment associations.
- Scheduled Maintenance: PM task lists, intervals, triggers and asset assignments.
- Work Preparation: task instructions, planned materials and source-document references for the agreed setup scope.
DSG prepares asset, parts and scheduled-maintenance datasets against the agreed Fiix import templates. Required fields, custom-field setup and supported relationships are checked against the customer’s configuration; unsupported setup elements are delivered as mapped worksheets or through an approved integration approach.
11 · Typical Template Scope
eMaint — Fluke Reliability
- Assets and Locations: equipment registers, locations, hierarchy relationships and technical specifications.
- Preventive Maintenance: PM schedules, task instructions, frequencies, meter references and resource requirements.
- Parts and Inventory: parts master candidates, equipment spare-parts relationships, quantities and stocking references.
- Supporting Data: failure codes, suppliers, measurement points and controlled document references as scoped.
DSG prepares representative eMaint master-data and maintenance templates. Field mappings, configured forms, required values and approved import or integration methods are confirmed for the installed version and organization.
12 · Typical Template Scope
Maintenance Connection — Accruent
- Assets and Locations: equipment records, organizational locations, parent/child relationships and manufacturer/model data.
- PM Procedures and Schedules: maintenance instructions, frequencies, asset assignments, labor and material planning references.
- Parts and Equipment BOMs: part records, equipment applicability, quantities, units and inventory cross-references.
- Supporting Masters: vendors, classifications, failure language and document links within the agreed scope.
DSG creates, cleanses, enriches and validates the agreed preparation datasets for Maintenance Connection. Exact fields, procedure structures, import coverage and dependency order are confirmed against the customer’s version and configuration.
13 · Typical Template Scope
Trimble Unity Maintain — Cityworks / AgileAssets
- Asset Registers and Network References: equipment, facilities and infrastructure records; unique identifiers and GIS or linear-network cross-references where applicable.
- Classifications and Attributes: asset types, technical details, locations and approved inspection or condition fields.
- Maintenance and Inspections: repeatable task instructions, maintenance schedules and inspection templates for the agreed workflow.
- Materials and Resources: part candidates, material lists, crews, resource references and source-document associations as scoped.
DSG prepares representative datasets for the customer’s Trimble Unity Maintain, Cityworks or AgileAssets environment. GIS feature schemas, asset identifiers, spatial or linear relationships, required fields and approved loading methods are confirmed with the implementation team. These product environments use their own mappings.
14 · Typical Template Scope
Limble CMMS
- Assets and Locations: asset registers, parent/child relationships, locations, identity fields and supported custom attributes.
- PM Tasks and Procedures: instructions, recurring task schedules, inspection steps and asset associations.
- Parts and Vendors: parts master candidates, quantities, asset-to-part relationships and supplier references.
- Maintenance References: task material requirements, applicable document links and legacy-to-target cross-references.
DSG prepares asset, parts and maintenance setup data for Limble. Native import coverage, field layouts, required relationships and any API or configuration steps are confirmed against the customer’s plan and environment.
15 · Typical Template Scope
UpKeep
- Assets and Locations: asset records, location references, equipment identifiers and supported custom attributes.
- Preventive Maintenance: recurring maintenance candidates, task instructions, checklists and asset assignments.
- Parts and Inventory: part candidates, units, quantities, inventory locations and equipment applicability references.
- Supporting Data: vendor references, task resource requirements, document links and legacy identifiers as scoped.
DSG prepares reviewed master-data and maintenance setup worksheets for UpKeep. Supported imports, template columns, plan-specific capabilities and any approved API or manual configuration requirements are confirmed before loading.
16 · Typical Template Scope
Microsoft Dynamics 365
- Assets and Functional Locations: equipment records, functional locations, parent/child structures, asset types and manufacturer/model identifiers.
- Maintenance Setup: maintenance job types, task instructions, maintenance plans, rounds and approved resource references as scoped.
- Spare Parts and Materials: applicable inventory items, asset spare-parts references, planned material requirements, quantities and units.
- Supporting Masters: counters, condition measurements, fault classifications, organizational references and source-document links where supported.
Scope focuses on Asset Management in Dynamics 365 Supply Chain Management. DSG prepares and validates the agreed datasets against supported data entities and the customer’s approved data-management or integration approach. Exact entities, dependencies, inventory relationships and configuration are confirmed for the installed release. Other Dynamics 365 products require their own mappings.
Validated data, traceable mappings and load preparation
Typical deliverables include populated templates, legacy-to-target ID cross-references, field mappings, source references, validation results, an exception log and a dependency-based load sequence. Parent records and supporting reference data are prepared before dependent assets, plans, material relationships and BOM components.
Template validation is followed by the customer’s approved test-load and reconciliation process. Actual system loading, permissions, import configuration and production acceptance are agreed within the implementation scope.