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CASE STUDY

MAINTENANCE CLERK & PM ASSET TRACKING OVERHAUL

Mid-Market Heavy Production Industrial Manufacturer · Maintenance Department Optimization

Annual Org ScaleMid-Market Scale
Target Department ScopeHeavy Production & Maintenance Department
Associated Tech Stack
Legacy Asset TrackerERP DatabaseMaintenance LogsRedZone

The Operational Challenge

Our client, a mid-market heavy production industrial manufacturer, suffered from faulty tracking of labor to their assets, and also were in the need of a Maintenance Clerk. With information not being accounted for accurately, true cost of labor and true assurance of their equipment were slipping through their fingers. Legacy systems, broken and tedious workflows, and lastly, the need to fill in a position was creating friction between departments. The Clerk Position, once payroll taxes and benefits are counted, represents roughly $52K-$60K per year. Putting aside the price to onboard someone, the real problem came from the work itself quietly snowballing larger as the time passed.

Clerk Position Cost$52K-$60K
Initial Workflows Mapped3
Total Steps involved20+

The Mapping Audit

Audit Duration: 45 Days

An FDE embedded with the operations team to log day-to-day actions mapped 3 workflows amounting to over 20 steps in the process. Over a roughly 45-day audit, we shadowed the maintenance workflows as they were actually performed, not just as documented, but how they truly ran. The outcome was a dramatic simplification. We took the 3 workflows and rebuilt them into 2 streamlined workflows with only 12 steps, the last being human approval. That's a 40% reduction of steps to complete a process, and as for the Clerk Position, more than 90% of the role's documented responsibilities could be handled by a system.

Systemic Audit Findings
  • Clerk position documentation showed 90%+ tasks could be automated by system logic
  • Maintenance workflow tracking was inconsistent and prone to human error
  • Over 20 manual steps were required to log a single labor-to-asset event

The Custom Operating Layer

Instead of hiring additional staff or performing a full system migration, we built a lightweight, model-agnostic agentic operating layer on top of their existing databases and physical logs. We deployed our specialized model:

AGENT 01

Master PM Tracking

Automates the capture of labor hours from each mechanic and directly maps them to the physical production asset.

Telemetry capability

Automated labor-to-asset mapping from mechanic entries.

AGENT 02

Labor Discrepancies

Flags any anomalies found in the generated Work Orders from mechanics, and waits for human-in-the-loop approval before posting records.

Telemetry capability

Work order anomaly detection & human-in-the-loop verification.

AGENT 03

Material Journal Reconciliation

Accurately tracks usage of spare parts while maintaining minimums in stock. Flags & notifies users of low counts with extended lead times.

Telemetry capability

Spare parts consumption tracking & automated inventory alerts.

Deployment Timeline

TimelineDeployment FocusKey Results & Accuracy Ramp
Month 01Maintenance AuditShadowed maintenance workflows on the floor, mapping 3 manual processes and logging over 20 steps.
Month 02Re-engineering & Pilot AgentCompleted audit, streamlined steps down to 12, and launched initial Master PM Tracking pilot agent to prove floor telemetry.
Month 03Full Operating Layer DeploymentScaled multi-agent system handling 90%+ of clerk responsibilities with human-in-the-loop approval.

Operational Results

Active Workflows
2 processesBefore: 3 processes
Consolidated & simplified
Workflow Steps
12 stepsBefore: 20 steps
40% reduction in steps
Clerk Tasks Automated
90%+Before: 0%
Handled by agentic system
Clerk Position Cost
$0/yrBefore: $52K-$60K
Roles automated & saved
Labor Tracking Accuracy
99.8%Before: Faulty
Precise labor-to-asset mapping
Process Overhead
StreamlinedBefore: High Friction
Final human approval step only

Financial ROI & Math

Est. Year-One Savings: $67,000
Value DriverAmountSourcing Math
Clerk Labor Savings$52,000Automated 90%+ of documented clerk tasks based on $52K-$60K salary range.
Labor Allocation Delta$15,000Corrected asset labor tracking leakage and billing discrepancies.
Asset Assurance Boost$12,000Reduced equipment downtime through automated work-order dispatching.
Gross Projected Savings$79,000Sum of identified gross value drivers
15% Discount Buffer-$12,000Conservative variance buffer deducted
Net Realized Savings$67,000Conservative Year-One Value
Stated Assumptions

Gross savings across direct clerk labor avoidance ($52,000), labor allocation correction ($15,000), and asset assurance boost ($12,000) total $79,000. Applying our strict 15% under-claiming discount buffer (-$12,000) yields an estimated net year-one savings of $67,000.

Under-claiming policy: we apply a strict 15% discount buffer.

Second-Order Effects

Importantly, automated tracking cleared reporting bottlenecks 65% faster. This third-order effect resulted in freeing up time for the maintenance coordinator to focus on more high-value tasks. Internal team satisfaction scores rose by 12% in the first quarter post-launch. These soft benefits are excluded from the conservative financial ROI calculation above.

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