At its core, a site assessment is a needs analysis of the customer’s lubrication program — first, we have a kickoff meeting in the office to explain what we’ll be doing out in the field. Then, we go execute in the field.
We discuss the life cycle of the lubricant — how it’s selected, how it’s stored and dispensed, how it’s used in the application, and how it’s disposed of. Next, we perform an inspection of any bulk tank storage and the fuel and lube trucks, and look at the equipment in the field. Finally, we check the maintenance facility and talk to the appropriate personnel, if possible.
Once the field analysis is done, we create and deliver a report that details the current lubricants used and makes optimization recommendations. We may also suggest site-specific projects to bring areas or procedures into “best practice”. When the customer has had a chance to review our report and agree on what, if any, projects they would like to work on, we formulate a game plan.