Senior Living Operator Turns CMMS Asset Records Into Actionable Equipment Intelligence

A regional senior living operator strengthened the asset data behind its CMMS with XOi, creating structured equipment intelligence for better maintenance, procurement, and capital planning. In the first year, the organization identified nearly $250,000 in measurable value.
Topics
Streamline processes
Discover insights
Mission Critical Facilities

Client

Multi-state senior living operator

Footprint

Serving 14 communities across multiple states

Audience

Enterprise
THE CHALLENGE

The operator had an asset intelligence problem.

A regional senior living operator relied on a computerized maintenance management system (CMMS) to manage maintenance across 14 communities.

While the platform supported day-to-day operations, inconsistent asset records limited long-term planning. Facilities leaders lacked the structured equipment data needed to prioritize replacements, forecast parts demand, identify refrigerant risk, and build reliable capital plans.

APPROACH

The XOi solution

Maintenance teams used XOi Site Survey and Equipment Manager during routine preventive maintenance to verify asset information and capture dataplate photos. XOi enriched each record with manufacturer-derived specifications, including age, expected useful life, capacity, refrigerant type, and other supported equipment data. The enriched records were exported into the organization's CMMS, giving every team access to more complete, consistent asset information.

Key actions included:

Improving asset data quality across systems

Verifying equipment records during routine maintenance

Enriching CMMS asset records with manufacturer data

Building a stronger foundation for capital planning

IMPLEMENTATION

Capturing and enriching asset data during routine maintenance

Following deployment, the organization gained a clearer view of its installed asset portfolio.

  • 3,840 asset records reviewed or created
  • 14 communities surveyed
  • 2,920 assets enriched with additional asset intelligence
  • 780 assets identified at or beyond expected useful life
  • 410 assets flagged for refrigerant or replacement risk
  • 126 assets prioritized for near-term repair-versus-replace review

Maintenance teams continued managing work orders and preventive maintenance through the CMMS while using enriched asset records to support planning, procurement, and replacement decisions across the portfolio.

Asset verification during routine maintenance

Dataplate capture and documentation

Manufacturer-driven asset enrichment

CMMS record enhancement

THE IMPACT

The CMMS remained the operational hub. XOi became the asset intelligence layer.

The organization identified $248,000 in measurable first-year value.

Structured asset intelligence gave the organization a stronger foundation for preventive maintenance, procurement, and capital planning. With more complete asset records, teams built a five-year replacement strategy, improved parts forecasting, prioritized repair-versus-replace decisions, and reduced resident disruption by preventing avoidable equipment failures.

In the first year, the organization established a repeatable asset planning model that can scale across future communities.

$72k

in avoided repair spend

$44k

in reduced emergency replacement costs

$51k

in improved parts and consumables forecasting

$23k

in reduced duplicate inventory purchases

$58k

in improved preventive maintenance planning

99% 

of all technician leads come through XOi (up from 40%)

15%

total tech generated lead volume increased in 90 days

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