How to digitise your equipment inspection with Ermeo

Digitalising your equipment inspection with Ermeo

Find out how to digitise your equipment inspection with Ermeo. 

The replay of our dedicated webinar is available right here, and find the summary of the conversation right below.

1. Presentation of the issues and impacts of equipment inspection

Equipment inspection raises several issues for companies:

  • Improve equipment availability
  • Reducing costs
  • Reduce the risk of accidents
  • Comply with regulations
  • Accessing new markets
  • Earning the trust of customers

At Ermeo, we have identified 3 pillars of inspection to meet your challenges

The 3 pillars of inspection

Neglecting inspections puts your business at risk and can have consequences for your company:

  • Decline in productivity
  • Accidents at work
  • Criminal sanctions
  • Trust of employees, customers and suppliers

2. Live demonstration: carrying out an intervention in the field, automatically sending a report and analysing the data on a dashboard

The use of the Ermeo application by field operators


When the operator connects to themobile application, he has access to a synthetic view of his information with :

  • A map showing the location of facilities
  • The list of his upcoming inspections
  • A list with its current interventions

The ergonomics of the application make it easy to use and it can visually identify important information such as overdue inspections through colour coding.

A survey of 200 operators shows that 9 out of 10 operators find the application easy to use.


Start the intervention

When the operator launches his inspection, he can easily identify at the top of the page the inspection he is currently performing. He will find a summary and the readings/checks he will have to carry out.

Some fields are automatically pre-filled, such as the site address, etc. This saves precious time and above all makes data entry more reliable by eliminating the risk of error.

In addition, the operator saves valuable time by directly identifying the access points and the contact upon arrival on site.

Once the operator is aware of all the information related to the inspection, he can proceed to the next step by clicking on "Validate". 

Thanks to the application, he is guided step by step through his inspection and is sure to perform the right action at the right time.


Now the operator can see that his team leader, his supervisor, is asking him to validate that he is properly equipped before starting the inspection. 

Once this step has been completed, the next one appears.

Thanks to the application, the operator's work is simplified, because thanks to the automatic selection, he no longer needs to go through the whole list of referenced equipment to find the one he needs to work on.

With one click, it accesses the list of all the engines present on the site it has to inspect.

In this demonstration, we are using engines as an example, but we could have inspected pumps, valves, wind turbines or any other type of asset.


By clicking on "Engine Informationthe operator can accessall the key information available on the engine.

This information ensures that the right readings are taken on the right equipment. This is information that was collected at the time of the engine installation. 

If he wishes, he can modify the information to update it. At the end of the intervention,all the modifications and statements made will be present in the report and will feed the database.

Thanks to the solution, the operator can collect different data: 

  • From the text
  • Figures
  • GPS coordinates
  • Or photos

During his inspection, he is asked to carry out a survey and inspect various elements. With Ermeo, he can assess the conformity or validate the maintenance of equipment, check that safety and protection rules have been respected during all stages (installation, commissioning or use and carry out diagnostics and measurements).

Depending on the information the operator collects, his form shows him only the sections relevant to him, and hides the others.

If it indicates that the safety device is not functional, it canadd a comment and/or a photo. Thanks to this conditioned display, it is not polluted by tasks that are not necessary, unlike its former paper format.


Photo taking and annotation

With theannotation option, the operator can provide more context and highlight different elements, thus increasing clarity

But above all, taking photos with Ermeo allows him to be more productive. Previously, he had to go back to the office and manually add the photos one by one and adjust them to the right size.

Now, with Ermeo, the photos are automatically integrated into the report in the right place and size.

You can also ask your operator to create and/or record an anomaly based on certain information.

If this use case can meet your needs, you can watch the replay of our webinar on anomaly management with Ermeo available on our Youtube channel

Once all the engines have been inspected, the operator can then either transfer his work to his supervisor for validation or complete his inspection independently.

At the end of the inspection, the operator has the possibility toadd comments and tosign. Here we have added a space for his client and/or his representative to sign as well. 

This part is especially useful during the various audits that the operator is required to carry out. It can indicate the observers and attendants present.


Completing an intervention

At the end of the inspection, an email is automatically generated. The recipients, the subject and the body of the email can be pre-filled according to the key information of its inspection.

With this option, the recipient will be able to read the important information about the inspection before accessing the information in the attached report.

By automating the generation of reports as well as the feedback of information through an e-mail notification system, the operator saves valuable time as he no longer needs to rework his report at home after the intervention.

The report of its inspection is personalised and can be sent in PDF, Excel or Word format.

Customized report - Gmail

The use of the Ermeo platform by team leaders

Now that the operator has completed his inspection on the mobile application, let's now put on the administrator's hat and connect to the platform which isErmeo's supervision tool.

Thanks to the platform, the team leader can : 

  • Digitalising your forms
  • Managing the activity of its teams
  • Access and manage all data collected in real time

As soon as the inspection is completed by his operator, the team leader can accessall the information collected andall the changes made.

Thanks to thehistory of the values, he can easily visualise the variations reported and thus make the best decisions.

Web-1 platform
Web-2 platform

The Ermeo form editing studio

Let's get into one of Ermeo's main features.

In the editing studio, the team leader can easily transform his procedures into interactive, collaborative, visual and connected digital forms.

With a simple drag and drop, it can create inspection forms, audits or forms toassess equipment compliance.

On the left-hand side of the screen you will findall the bricks available for creating your form

In the centre, he can preview the structure of his form.

Finally, on the right, he can add intelligence to each brick by defining a title, a description or by setting a mandatory option for completing interventions. This eliminates any risk of forgetting and reduces the risk of re-intervention.

In order to ensure that the form he has just created/modified corresponds to his needs and constraints, he can test it directly from the platform.

Web-3 platform

Once the changes have been made, he can publish his form and make the new version available to his field operators.


The Ermeo dashboards

Now let's move on to data enhancement with Ermeo.

Thanks to the various dashboards generated from the information collected during inspections, the manager can analyse the data and effectively manage the activity.

As a team leader, these dashboards are particularly useful during internal meetings, to give his teams visibility on the progress of inspections.

But also during external presentations in order to give better visibility on key information to its customers and partners.


3. The results obtained with Ermeo at our customers' sites

Thanks to the feedback from our customers, we can say today thatErmeo:

  • Reduces the number of re-interventions by an average of 70%.
  • Reduces the time spent by an inspector on a siteby an average of 25% . The procedure is clear, the operator is guided step by step.
  • Eliminates 100% of re-keying time. Inspectors can then reallocate their time to higher value-added tasks: Analysis, implementation of action plans...
  • 100% of field data is reliable and analysable. Elimination of re-entry errors, standardisation of collected data, pre-filling of fields...
  • 80% of time saved on the completion of inspection files: time spent mainly on the upstream (preparation) and downstream (reporting, sending of reports, end of re-entries) phases.Time saved mainly on the upstream (preparation) and downstream (reporting, sending of reports, end of re-entries) phases.

4. Questions and answers

  • "Can I connect the data to a CMMS?

We regularly connect Ermeo with CMMS: SAP PM, IBM Maximo, Infor, Carl Software or other CMMS on the market.

We have an open system with an API that allows you to exchange all the information from your CMMS with Ermeo. This can be:

- the TOs,

- BTs,

- the interventions generated on the CMMS,

- the closing of the latter once they have been completed with Ermeo,

- anomalies identified by your operators.

Ermeo complements a CMMS. This allows you to make more use of the data the data collected in the field.

  • "My teams regularly work underground or in places where there is no network. network. How does the solution work then?"
The Ermeo solution has an offline mode to accompany your operators everywhere. They can fill in their forms even without a network: the application will automatically synchronise with the platform as soon as the smartphone/tablet finds a connection.

  • "How is your solution deployed?"

Well, we deploy our solution in 2 steps :

- Firstly, with a parameterisation stage which generally lasts from 1 week for simple projects to 1 month for more complex projects. It really depends on the number of use cases and the number of forms you forms that you want to launch immediately in the field; and of course, their of course, their complexity.

- Then there is a deployment stage where the objective is the success and adoption of the tool by the field operators. This is essentially a matter of change management. Depending on the size of your teams this can take between 1 and 3 months.

On average, we deploy ERMEO in 1 to 4 months.

Victor DE PIERREFEU Marketing Manager Victor de Pierrefeu