# OEM Aftermarket and Service Readiness Assessment > Source: https://netray.co/tools/oem-aftermarket-service-readiness-assessment > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Ten questions that show whether your installed base data, spares, contracts and field service are ready to grow aftermarket revenue. ## Category industry-templates ## Industry Industrial Machinery ## Audience - Service director - OEM general manager - Aftermarket sales ## Tool **Kind:** assessment **Questions:** #### How well do you know which machines you have delivered and where they are now? **Options:** ##### Serial level installed base with owner and location, kept current **Score:** 4 ##### Serial level for recent years only **Score:** 3 ##### Sales records only, no tracking after shipment **Score:** 1 ##### We rely on memory and email **Score:** 0 #### Do you hold an as-built bill of materials for each delivered machine? **Options:** ##### Yes, per serial number, updated with changes **Score:** 4 ##### Per model only, not per serial **Score:** 2 ##### Only partially for some models **Score:** 1 ##### No **Score:** 0 #### How are spare parts quotes produced? **Options:** ##### Customer or service picks from a serial specific parts list, price is automatic **Score:** 4 ##### Sales looks up parts in a catalogue and prices manually **Score:** 2 ##### An engineer identifies the part each time **Score:** 1 ##### No standard process **Score:** 0 #### Do you track warranty start and end dates per machine? **Options:** ##### Yes, with automated expiry alerts **Score:** 4 ##### Yes, in a spreadsheet **Score:** 2 ##### Only on claims **Score:** 1 ##### No **Score:** 0 #### What share of machines are covered by a paid service contract? **Options:** ##### Over half **Score:** 4 ##### 20 to 50 percent **Score:** 3 ##### Under 20 percent **Score:** 1 ##### We do not offer contracts **Score:** 0 #### How are service calls and field visits recorded? **Options:** ##### Tickets with serial number, parts used and hours, closed in the system **Score:** 4 ##### Tickets without parts or labor detail **Score:** 2 ##### Email and phone notes **Score:** 1 ##### Not recorded **Score:** 0 #### Do you analyse failure patterns across the fleet? **Options:** ##### Regularly, feeding design and spares stocking **Score:** 4 ##### Occasionally on request **Score:** 2 ##### Only after major issues **Score:** 1 ##### No **Score:** 0 #### Can your service team see remote machine data or alarms? **Options:** ##### Yes, for most machines with defined response processes **Score:** 4 ##### For a few models **Score:** 2 ##### Only by customer report **Score:** 1 ##### No **Score:** 0 #### Is service margin reported separately from machine sales? **Options:** ##### Yes, by customer, contract and product line **Score:** 4 ##### Total service margin only **Score:** 2 ##### Estimated occasionally **Score:** 1 ##### No **Score:** 0 #### How quickly can you answer a customer who asks what is in their machine and what it needs? **Options:** ##### Minutes, from one system **Score:** 4 ##### Same day, from a few systems **Score:** 3 ##### Days, someone must research **Score:** 1 ##### Often cannot answer **Score:** 0 **Bands:** #### Foundation needed **Min:** 0 **Max:** 34 **Verdict:** Aftermarket revenue is limited mainly by missing data about what you have delivered. **Recommendations:** - Build a serial level installed base for the last five years of deliveries - Capture customer, location and ship date for every machine - Standardise service ticket fields before adding tools #### Reactive service **Min:** 35 **Max:** 64 **Verdict:** You respond to requests well but struggle to generate demand proactively. **Recommendations:** - Track warranty end dates and contact customers before expiry - Create as-built parts lists per serial number - Offer a simple tiered service contract #### Structured aftermarket **Min:** 65 **Max:** 84 **Verdict:** Core data and processes exist. Gains now come from linking them and using fleet data. **Recommendations:** - Connect service tickets, parts and warranty in one view - Analyse repeat failures and adjust spares stocking - Report service margin by contract and product line #### Data-driven service **Min:** 85 **Max:** 100 **Verdict:** You operate a managed service business with fleet visibility. **Recommendations:** - Use condition data to offer predictive service tiers - Feed field failure data back into design reviews - Automate renewal quotes from contract and usage data ## Content **Intro:** Equipment builders often earn higher margins on parts and service than on new machines, but only if they know what they have delivered. This ten question assessment shows where your aftermarket business is strong and where the data and process gaps are. **Sections:** #### How to use the assessment **Body:** Answer based on what is true today and evidenced in your systems, not on plans. Have the service lead and the finance lead answer separately, then compare. Large differences usually point to unreported work or unclear definitions. Retake it after six months to track change. **Bullets:** - Answer from evidence - Compare service and finance views - Pick two actions, not ten - Retake every six months #### What the score reflects **Body:** The questions run along the aftermarket chain: knowing the installed base, holding as-built configurations, quoting parts, tracking warranty, selling contracts, recording field work, learning from failures, monitoring remotely and measuring margin. A weak early link, such as the installed base, limits everything after it. #### Reading your band **Body:** Foundation and reactive bands usually share one gap: serial level data. Fixing it unlocks warranty tracking, spares quoting and contract sales. In higher bands the work shifts to analytics and remote data. Be cautious about tooling before the data exists; a dashboard on bad records only displays the problem faster. #### Common mistakes **Body:** Treating aftermarket as an add-on handled by a parts counter, so nobody owns the installed base. Others quote contract prices without costing field travel and spares. A third trap is separate spreadsheets in sales, service and finance that never agree on how many machines are in the field. **Cta:** If your score points to installed base and as-built data gaps, we can discuss how to link ERP, service and engineering records for read-only questions and reporting. **Faq:** #### Is this assessment scientifically validated? **Answer:** No. It is a practical self assessment built from common aftermarket practices. Use it to start a conversation and prioritise work, not as a benchmark against other companies. #### What is an as-built BOM? **Answer:** The record of what was actually installed in a specific machine, including substitutions and revisions, as opposed to the engineering BOM of the model. Service needs it to order the right part. #### Do small OEMs need all of this? **Answer:** Not necessarily. A small builder may do well with a serial-level spreadsheet, warranty dates and a simple parts list. Add systems only when the manual approach becomes the limit. #### Where should we start? **Answer:** Almost always with the installed base: serial number, customer, location, ship and commissioning dates. Everything else in the aftermarket chain depends on it. ## Search terms oem aftermarket assessment, service readiness machine builder, installed base management maturity, aftermarket revenue strategy, spare parts and service contract readiness, equipment manufacturer service business, servitization assessment, field service maturity quiz --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json