Rail fleet maintenance software, ECM 3 and ECM 4 | OptiFleet

Home  /  OptiFleet

OptiFleet by DigiNergy

Maintenance management for rail fleets, from the register to the invoice.

OptiFleet holds the register of vehicles and components, the maintenance plans, the requests and findings, the workshop schedule, the job cards and the parts. Reports and audit evidence come from the same records.

OptiFleet start page with fleet, planning, workshop, warehouse, procurement, billing and finance
Built in Kassel, Germany Rail and asset management since 2020 Six languages Single tenant, hosted in Germany

What OptiFleet covers

Every step of the maintenance chain sits in the same record.

Most maintenance tools cover one step of this chain and leave the rest to spreadsheets. The handovers between them are where dates slip and findings get lost. OptiFleet keeps the whole chain in one record, so the figures in the reports come from the work itself.

01

Fleet and component register

Every vehicle, every component and every meter reading, with a history that follows a component into its next vehicle.

02

Rules and maintenance plans

Your maintenance rules become dated plans per vehicle type and per vehicle, versioned and with a validity date.

03

Requests and findings

A driver, a workshop, a customer or an inspection reports once. The report lands in one queue with a severity and an owner.

04

What is due and what is coming

Due dates from kilometres, operating hours and calendar together, with a forecast of the next twelve months of work.

05

Scheduling

Jobs onto workshops, tracks, positions and shifts, with capacity, qualification and any clash visible as you place them.

06

Workshop execution

The job card the technician works from, in their language, with steps, measurements, photos and sign-off.

07

Parts and materials

What the plans will consume, what is reserved for which job, what is short, and what the job used.

08

Release, report and billing

Release of the vehicle, the cost of the job, the figures for the month and the evidence pack for an audit.

Running across all of it: Roles and permissions Customer and contractor portal Document store per asset and per job Six languages Complete audit trail

Where it goes wrong

Where maintenance records fall apart.

Fleet, plan, job and part are usually kept in different files and different tools, and somebody reconciles them by hand.

01

The register lives in three places

One list for the vehicles, another for the components, a third in the workshop’s own files. Nobody is certain which one is right, so every question starts with a reconciliation.

02

Planning happens in a spreadsheet

The real plan is a workbook on one person’s machine. It works, until that person is on holiday, until a rule changes, or until someone asks what the plan looked like eighteen months ago.

03

The evidence is assembled afterwards

Job records in one system, measurements on paper, signatures in a folder, parts in the ERP. Producing one coherent history for one vehicle takes days of somebody’s week.

Who uses it

Each role has its own starting screen.

OptiFleet is not only used by the maintenance department. These are the people who work in it, and what each of them opens it for.

Steer the fleet

Fleet and ECM manager

What is due this month, what is overdue, how many vehicles are available, and which plan version is in force for each type.

One list of what is due and overdue, and an answer ready when somebody asks why a vehicle is standing.

Maintenance engineer

Owns the rules. Writes the intervals and the task content per vehicle type and publishes a new plan version with a validity date.

Sees the twelve-month forecast of the work a plan will generate, and where repeat findings on a component say the interval is wrong.

Quality and safety

Deviations and repeat findings on safety-relevant components, each with the recorded reason, two-person release, and the evidence pack per vehicle.

When a manufacturer notice arrives: which of your vehicles carry the affected component.

Operations and dispatch

Which vehicles are available in the coming days, when the one in the workshop comes back, and what falls due next that will take a vehicle out of service.

Do the work

Planner and scheduler

Put a job on a workshop, a track and a shift and see any clash as you place it.

Move one job and everything downstream moves with it.

Workshop manager

Today’s board: which vehicle is on which track, who is working on it, what is finished, and what is waiting on a part or a decision.

Capacity for next week before you promise it.

Technician

The job on a tablet in the workshop, in their own language, with the steps, the measurements to record, the photo to attach and the sign-off.

Warehouse and materials

What the maintenance plans will consume over the coming months, what is reserved for which job, what is short, and which vehicles are waiting for a part.

Support functions and outside parties

Procurement

The twelve-month demand from the plans, with long lead-time items such as wheelsets and exchange units visible early. Supplier and warranty reference per component, so a claim goes out with the component’s history attached.

Finance and controlling

Cost per vehicle, job and component from booked hours and parts, separated by owner, keeper and contract. The forecast feeds the maintenance budget.

HR and qualifications

The qualification matrix per technician with expiry dates, so a certificate running out in the coming weeks is visible before a job is placed with that person. Access to personal data is restricted by role.

Customer, keeper or contractor

A keeper sees their own vehicles, jobs and documents in a portal holding only their data. A contractor sees the jobs assigned to them, records the result and attaches the documents.

Where the boundary runs, and where it does not. Procurement demand, maintenance billing and job costing run in OptiFleet. General ledger, payroll and company-wide purchasing can run here as well, or stay in the systems you already use and connect by interface. The usual starting point is to keep them where they are.

Capabilities

What it does, function by function.

Six blocks, one for each part of the chain. Most operators run each of them in a separate tool today.

Assets

Fleet, components and meters

Vehicles, wagons, components and meters, with their full history.

  • Vehicles, wagons and their component hierarchy, down to the part that matters
  • Component history that stays with the component when it is moved to another vehicle
  • Meters for kilometres, operating hours and cycles, read in or entered
  • Documents, certificates and drawings held against the asset
  • Owner, keeper and contract, so a mixed fleet stays separable
Requests

Maintenance requests and findings

Everything reported about a vehicle, in one queue.

  • Raised by the workshop, by a driver, by an inspection, through the portal or by email
  • One queue with severity, responsibility and a due date
  • Turned into a job with one action, linked to the vehicle and the component
  • Repeat findings on the same component visible as a pattern
  • Nothing closes without a reason recorded
Plans

Rules, plans and due dates

The rules per vehicle type, and the work they make due.

  • Rules by calendar and by usage at the same time, whichever comes first
  • Plans per vehicle type and deviations per individual vehicle
  • Plan versions with validity dates, so the plan in force on a past date is retrievable
  • A twelve-month forecast of the work the plan will generate
  • Changes to a plan leave a record of who changed what, and when
Scheduling

Planning the work into the workshops

Work placed into workshops, tracks and shifts.

  • A board by workshop, track and position, in days, with the fleet in one view
  • Capacity and qualification checked when you place a job
  • Conflicts blocked or flagged, whichever your process needs
  • Dependent work moves with the job it hangs off
  • Internal workshops and external contractors on the same board
Execution

The job in the workshop

What the technician works from, and what it records.

  • Job cards with steps, required measurements and tolerances
  • Time and parts booked while the work happens
  • Photos, readings and notes attached to the step they belong to
  • Technician language independent of the system language
  • Release of the vehicle as a deliberate, recorded act
Materials

Parts, stock and consumption

Demand, reservation, stock and consumption per job.

  • Demand derived from the maintenance plans, with lead times
  • Reservations against a specific job, visible to the planner
  • Stock per workshop and per store, with reorder points
  • Serialised and rotable components tracked individually
  • Actual consumption booked to the job
Reporting covers availability, overdue tasks, workshop utilisation, cost per vehicle and per component, and consumption against forecast. Every figure comes from the job records and can be opened down to the job behind it.

The business case

The six numbers we would agree to measure with you.

We do not publish improvement percentages we have not earned on a customer fleet. What we can do is name the levers this system exists to move, agree the baseline with you before anything starts, and review them with you afterwards.

01

Vehicle availability

Fewer vehicles standing for avoidable reasons, such as a missing part or a double-booked track.

02

Unplanned downtime

Findings are recorded and triaged early, so fewer of them grow into failures.

03

Overdue maintenance tasks

The number of overdue tasks is visible every day, per vehicle and per type.

04

Workshop utilisation

Less idle capacity and fewer overloaded weeks, because jobs are placed against actual capacity.

05

Days from work complete to invoice

Hours and parts are booked on the job, so the basis for the invoice exists when the work ends.

06

Hours to produce evidence

The full history of a vehicle, including the plan in force at the time, comes from the system.

Comparison

What you are really choosing between.

A general maintenance tool, the maintenance module of the ERP you already own, a set of spreadsheets, or building it yourself. All four are real options and all four work for somebody. The rows below are the rail-specific ones, which is where the difference shows up.

Rail-specific requirement OptiFleet General CMMS ERP maintenance module Spreadsheets
Component history that follows a part between vehicles Yes Sometimes Rarely No
Due dates from kilometres, hours and calendar together Yes Partly Partly By hand
Plan versions with a validity date you can prove Yes Rarely Rarely No
Scheduling by workshop, track and position Yes No No By hand
Qualification and certificate expiry checked on the board Yes Rarely Partly No
A portal per keeper and per contractor Yes Sometimes Sometimes No
Work instructions in the technician’s own language Yes Interface only Interface only No
Materials demand derived from the maintenance plan Yes Partly Yes No
Evidence produced from the system, not assembled Yes Partly Partly No
General ledger, payroll and company-wide purchasing Yes, or via interface Via interface Yes No
If you already run a large asset management platform and it works, the useful conversation is about the gaps around it. We have implemented such platforms ourselves.

For IT and management

The questions the people who sign will ask.

Questions that usually come up once the operational side is convinced. You can forward this section to IT, purchasing or management.

Where does the data live?

Single tenant, hosted in Germany, no shared database with other customers. GDPR terms and a data processing agreement are part of the contract.

Do we have to replace our ERP?

Not a must, and not a condition either. OptiFleet runs the maintenance chain. The same system also covers general ledger, payroll and company-wide purchasing, so you have a choice: keep your ERP and connect it by API or file, or move those functions here in a later phase.

Who maintains it, and how fast do they answer?

DigiNergy, from Kassel. A named team with agreed response times, in German and English.

How do we get out if we want to?

Full export of the register, the plans, the job history and the documents, in open formats, at any time.

What does the first year cost?

A licence scaled to fleet size and users, a one-off implementation, and hosting. We quote after the first workshop, against your fleet and your scope.

What is the rollout risk?

Phased, and each phase is useful on its own. If phase one does not convince you, you stop there after a few weeks.

Roles and permissions down to the field, a complete audit trail on the records that matter, two-person release where your process requires it, restricted access to personal data such as qualifications and time bookings, and your own naming and rules configured rather than hard-coded.

Implementation

Four phases, each one useful before the next starts.

Something of yours is running within weeks. Sequence and duration are agreed with you, and this is the usual shape.

1

The register

Your vehicles, components and meters loaded from whatever you have today. The first thing you get is one list everybody agrees with.

2

Plans and due dates

Your maintenance rules configured as versioned plans. From here on you can see on one screen what is due and what is overdue.

3

Requests and scheduling

Findings into one queue, work onto the board. This is the phase the workshop and the planner feel immediately.

4

Execution and materials

Job cards in the workshop, parts booked against the job, costs and reporting closing the chain.

What we need from you. Someone who owns the maintenance rules, someone who speaks for the workshop, someone who owns the register data, an export of the register you have today, and a decision-maker available for four short reviews.

Product tour

Five screens people spend their day in.

Maintenance plans

Rules per vehicle type, deviations per vehicle, and a version history that tells you which plan was in force on a given date.

  • Calendar and usage rules side by side
  • Chapters, tasks and durations
  • Twelve-month forecast of generated work
A maintenance plan with its chapters, tasks and durations.

ECM and audit

The records an ECM audit asks for are already in the system.

Register, plan, job and part sit in one place, so the evidence for an audit comes out of normal work. Certification stays with your organisation. The records behind it come from OptiFleet.

ECM 1

Management

Rules, responsibilities and plan changes recorded with who decided what, and when.

ECM 2

Development

Maintenance plans as versioned documents with validity dates.

ECM 3

Fleet management

Due dates, component history and release of the vehicle, per vehicle and per component.

ECM 4

Delivery

The job as executed: steps, measurements, parts, hours and the person who signed it off.

Three questions an audit opens with, and where the answer comes from.

Question one

Which maintenance plan was in force for this vehicle in March two years ago?

Open the vehicle, open the plan’s version history, read the version carrying that validity date.

Question two

Show me that this inspection was carried out as the plan required.

The job, its steps, the measured values against their tolerances, the photographs, the parts used, the hours booked and the person who released the vehicle.

Question three

This component was fitted to a different vehicle before. Where is its history?

With the component, because it moved with it. The vehicle it sat in before is one line in that history.

Capability index

The detail, for the person who is looking for one specific thing.

Assets and register

  • Vehicles, wagons and locomotives
  • Component hierarchy per vehicle
  • Serialised and rotable components
  • Component movement between vehicles
  • Kilometre, hour and cycle meters
  • Owner, keeper and contract per vehicle
  • Documents and certificates per asset
  • Warranty and supplier per component
  • Asset status and location history

Maintenance and planning

  • Plans per vehicle type and per vehicle
  • Calendar, usage and condition triggers
  • Versioned plans with validity dates
  • Chapters, tasks and durations
  • Twelve-month workload forecast
  • Requests and findings in one queue
  • Severity, triage and escalation
  • Repeat-finding patterns per component
  • Inspection results and tolerances

Workshop and scheduling

  • Board by workshop, track and position
  • Capacity and qualification checks
  • Clash blocking or warning
  • Shift and team assignment
  • Job cards with steps and measurements
  • Time booking on the job
  • Photo and document attachment
  • Two-person release where required
  • External contractors on the same board

Materials and stock

  • Demand derived from the plans
  • Reservations per job
  • Stock per workshop and store
  • Reorder points and shortage view
  • Goods receipt and issue
  • Material staging per job
  • Consumption booked to the job

Procurement

  • Twelve-month demand from the plans
  • Lead times per article
  • Requisitions raised from a shortage
  • Supplier and purchase reference
  • Warranty claims with component history
  • Exchange units and core returns
  • Purchase orders here or handover to your ERP

Cost, billing and finance

  • Cost per vehicle, job and component
  • Hours booked against planned
  • Material cost on the job
  • Separation by owner, keeper and contract
  • Billing basis for maintenance work
  • Budget and forecast per fleet
  • General ledger here or handover to your ERP

People and qualifications

  • Qualification matrix per technician
  • Certificate expiry dates and warnings
  • Qualification required per task
  • Shift planning and crews
  • Release authorisation per person
  • Tool assignment and calibration
  • Restricted access to personal data

Reporting and analysis

  • Availability and downtime
  • Overdue tasks by vehicle and type
  • Workshop utilisation
  • Consumption against forecast
  • Repeat findings and deviations
  • Evidence pack per vehicle
  • Exports to spreadsheet and PDF

Platform and access

  • Roles and permissions to field level
  • Audit trail on tracked records
  • Customer and contractor portal
  • Six interface languages
  • Technician language per user
  • Tablet use in the workshop
  • API and file interfaces
  • Single tenant, hosted in Germany
  • Full data export on request

Book a Demo

Bring one of your own vehicles to the demo.

Forty-five minutes in the real product, not slides. Send us one maintenance plan and a handful of vehicles in advance and we will set it up with your data, so you can ask the awkward questions about your own fleet.

Office

Ludwig-Erhard-Straße 12
D-34131 Kassel, Germany

Prefer email? Write to info@diginergy.ai.