Establish how much of your inventory is fit for planning purposes.
An independent review of your equipment inventory and work-order history that quantifies record quality, surfaces service outlier and fleet composition risk, and returns a prioritized worklist your team can act on.
Equipment records drift for structural reasons.
Every long-lived operational dataset accumulates the same categories of defect. The review identifies them at scale and in one pass.
System migrations
Conversions carry forward partial fidelity. Install dates inherit commissioning dates, cost fields arrive empty, and free-text descriptions occupy fields intended for nomenclature codes.
Lifecycle events
Disposals, moves, rentals, and acquisitions all create records faster than they close them. Retired assets remain active, inflating fleet counts, PM workload, and replacement value.
Optional fields
Where manufacturer and model were not required at entry, a share of the fleet has no basis for end-of-support research, and no way to be grouped at model level.
Record quality sets the ceiling on planning confidence.
A replacement plan inherits the quality of the record it is built from. Defaulted dates, unresolvable models, duplicates, and gaps in service history each move a capital decision before any analysis begins.
Four categories of finding.
Inventory record findings
- Duplicate and conflicting records — including probable duplicates that exact matching misses
- Dormant and status-conflicted assets — active records for equipment no longer in service
- Identification defects — serial, manufacturer, and model values that cannot support end-of-support research
- Implausible date and cost values — system defaults and out-of-range entries that distort fleet age and valuation
- Classification and location gaps — records that cannot be grouped, costed, or assigned
Work-order anomalies
- Evidence gaps — assets carrying no corrective history across the review window
- Frequency and cost outliers — assets and models outside the distribution for their cohort
- Recurring failure patterns — repeat failure modes indicating a device or model issue
- Downtime and vendor-wait exposure — sustained availability loss against agreed thresholds
- Maintenance and record integrity — completion gaps, long-open records, and activity against assets absent from inventory
Fleet composition insights
- Model proliferation — distinct models carried per category, with the standardization opportunity quantified
- Orphan models — single-unit platforms carrying disproportionate parts, training, and support burden
- Replacement bow waves — cohorts arriving at end of life within the same fiscal window
- Fleet size against service demand — categories indicating over- or under-supply
- Vendor concentration — support risk pooled in a single relationship
Prioritized remediation worklist
- Assignable at record level — asset, field, defect, evidence, recommended correction, effort band
- Divisible across a team — structured so the work can be split and tracked to closure
- Ordered by planning impact — the corrections that most improve capital planning accuracy come first
A three-part documentation suite, populated with your data, owned by you.
Data confidence profile
The share of inventory fit to plan from, and where the balance falls short, by defect class, department, and device category.
Findings register
Every flagged record with its defect class, evidence, and recommended correction. Filterable and structured to be worked directly.
Remediation worklist
The prioritized punch list, with a written summary of the systemic causes behind recurring defect patterns.
Two exports and a scoping call.
Scoping call
Scope, asset count, lookback window, outlier thresholds. Thirty minutes.
Two exports
Inventory and work orders. Fields confirmed first.
Data receipt
Sufficiency confirmed in writing. The clock starts here.
Analysis
Defect detection, outlier analysis, fleet composition.
Findings review
Your team confirms flags and adjusts thresholds. One revision round included.
Delivered
Three documents, in your files, owned by you.
Three ways this engagement is used.
Review first, plan second
The review establishes what needs correcting, your team works the list, and the assessment then runs on a defensible record. The full review fee is credited toward a Capital Replacement Assessment for the same scope, on the terms confirmed in your engagement letter.
Review on its own merit
Inventory accuracy drives PM workload projections, service contract scope, staffing models, recall response, and survey readiness. The review stands alone, and gives biomed and supply chain the same version of the record.
Run as one engagement
Where timing suits, the review runs as the first phase of an assessment and its findings feed the scoring directly. Scoped and priced together.
Establish the baseline before the committee does.
A thirty-minute scoping call establishes the export format, the scope, and the fixed fee.
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