# SAP PM Process Maturity Assessment > Source: https://netray.co/tools/sap-pm-process-maturity-assessment > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A 10 question self-assessment that scores how well your SAP PM system supports planning, execution, history and reporting. ## Category sap ## Erp SAP ECC / S/4HANA ## Audience - Maintenance manager - SAP PM consultant - Reliability engineer ## Tool **Kind:** assessment **Questions:** #### How complete is your equipment and functional location master data? **Help:** Think of location, cost center, category and class filled on technical objects. **Options:** ##### Many records are missing location or cost center **Score:** 0 ##### Core equipment is complete, the rest is patchy **Score:** 1 ##### Most records are complete and checked yearly **Score:** 2 ##### Completeness is checked by report and owners fix gaps monthly **Score:** 3 #### How are notifications raised and coded? **Options:** ##### Mostly by phone and entered later with free text **Score:** 0 ##### Entered by planners, codes seldom used **Score:** 1 ##### Entered by operators or technicians, damage and cause codes often used **Score:** 2 ##### Raised at source on mobile, codes mandatory and reviewed **Score:** 3 #### What share of work is planned before it is released? **Options:** ##### Mostly reactive, orders created after the work **Score:** 0 ##### Some planning, often without operations and parts **Score:** 1 ##### Most orders have operations, parts and hours **Score:** 2 ##### Planned and scheduled with a weekly schedule and measured **Score:** 3 #### How are preventive maintenance plans managed? **Options:** ##### Plans exist on paper or spreadsheets **Score:** 0 ##### Some plans in SAP, scheduling is manual **Score:** 1 ##### Most plans in SAP, IP30 runs regularly **Score:** 2 ##### Plans reviewed for effectiveness, with compliance reported **Score:** 3 #### How are spare parts linked to maintenance orders? **Options:** ##### Parts are drawn without order reference **Score:** 0 ##### Reservations are sometimes used **Score:** 1 ##### Most parts are reserved and issued to orders **Score:** 2 ##### Equipment BOMs drive reservations and are kept current **Score:** 3 #### How reliable is time confirmation? **Options:** ##### Rarely confirmed **Score:** 0 ##### Confirmed in batches, often late **Score:** 1 ##### Confirmed within days by technicians **Score:** 2 ##### Confirmed at job end, with final confirmation and findings recorded **Score:** 3 #### How do you close orders? **Options:** ##### Many old orders remain open **Score:** 0 ##### TECO is used, CLSD rarely **Score:** 1 ##### TECO and settlement run monthly **Score:** 2 ##### Closing is automated and the open backlog is reviewed weekly **Score:** 3 #### How is failure history used? **Options:** ##### Not used **Score:** 0 ##### Looked up manually when needed **Score:** 1 ##### Regular reports on repeat failures **Score:** 2 ##### Failure data feeds plan changes and reliability reviews **Score:** 3 #### How do planners and managers get PM reports? **Options:** ##### Manually built in spreadsheets from downloads **Score:** 0 ##### Standard list transactions only **Score:** 1 ##### A set of custom or BW reports **Score:** 2 ##### Self-service dashboards with agreed KPIs and definitions **Score:** 3 #### How are authorizations and roles handled? **Options:** ##### Broad access for most users **Score:** 0 ##### Roles exist but include more than needed **Score:** 1 ##### Roles by process step and plant **Score:** 2 ##### Roles reviewed regularly with segregation of duties checks **Score:** 3 **Bands:** #### Foundation stage **Min:** 0 **Max:** 30 **Verdict:** SAP PM is mostly used as a record keeper. Data and discipline limit what it can do for you. **Recommendations:** - Fix technical object master data first: location, cost center and category - Agree one notification to order process with mandatory codes - Start closing old orders and setting TECO #### Developing **Min:** 31 **Max:** 55 **Verdict:** The basics work but planning, preventive work and reporting are inconsistent. **Recommendations:** - Run deadline monitoring (IP30) as a scheduled job with a plan owner - Make reservations and confirmations standard practice - Build a small set of KPIs: backlog, schedule compliance, PM compliance #### Established **Min:** 56 **Max:** 80 **Verdict:** Most core processes work. The gains now come from data use and reducing manual effort. **Recommendations:** - Use failure codes to review repeat failures and adjust plans - Automate order closing and monthly settlement - Move spreadsheet reports to governed dashboards #### Optimizing **Min:** 81 **Max:** 100 **Verdict:** SAP PM is well run. Focus on continuous improvement and removing the remaining manual steps. **Recommendations:** - Review plan effectiveness and extend condition-based maintenance - Test mobile and natural language access for technicians and planners - Keep data quality checks running monthly ## Content **Intro:** Many plants run SAP PM for years without knowing whether it is doing the job. This 10 question assessment scores your process maturity so you can see where to improve first. **Sections:** #### How to use the assessment **Body:** Answer each question for your main plant, as it works today and not as it is documented. Involve a planner and a technician as well as the SAP consultant, because they will often give different answers about confirmation and notification quality. The score converts into one of four bands, each with recommendations. Run it again after six months to see the movement. #### What the questions measure **Body:** The questions cover five areas that drive PM results. Master data and notifications decide how clean your input is. Planning and preventive plans decide how much work is controlled. Spare parts and confirmation decide whether cost and history are captured properly. Closing and failure history decide whether SAP becomes a learning system. Reporting and authorizations decide whether you can trust and govern what you see. **Bullets:** - Data foundation: master data and notification coding - Control: planning, preventive plans and parts - Learning: confirmation, closing and failure history #### Acting on the result **Body:** Do not try to move every area at once. Pick the lowest scoring area that blocks others, usually master data or confirmation, and fix it for one plant before rolling out. Define a single KPI for it, such as percent of equipment with a location or percent of orders confirmed within three days, and review it weekly. An outside review can help when the SAP team is small or already stretched with other projects. **Cta:** If your result shows manual reporting or poor visibility, we can show how a read-only natural language layer over SAP data can help planners get answers faster. **Faq:** #### Is this an official SAP assessment? **Answer:** No. It is a practical self-check built from common PM process practice. It is not an SAP product or certification, and it does not replace a formal audit or a review of your own policies. #### Which area should I improve first? **Answer:** Usually master data and confirmation, because everything else depends on them. Clean technical objects and timely confirmation make reports, plans and costs trustworthy. Fix those in one plant, then roll the approach out. #### How often should I repeat the assessment? **Answer:** Every six to twelve months, or after a major change such as an upgrade, new plant rollout or reorganization. Keep the answers so you can compare, and have the same mix of people answer each time. #### Does it work for S/4HANA and ECC? **Answer:** Yes. The questions are about process and data discipline, which apply to both. S/4HANA adds Fiori apps and embedded analytics that can help the higher maturity levels, but they do not replace good data. ## Search terms sap pm maturity assessment, sap pm health check, sap plant maintenance audit, sap pm best practices checklist, sap eam maturity model, sap pm data quality assessment, maintenance planning maturity, sap pm improvement plan --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json