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Blog · Board and management reporting · Industrial manufacturers

Warranty claims by customer and product: the installed base that costs the most

How an industrial manufacturer reads its warranty claims against the installed base register and the ledger: claims per unit per model, claim cost per customer against the revenue the customer brings, the customers whose claim rate is well above the model's norm, the models whose rate rose with a production batch, and the two findings, a product problem by batch and a customer application problem, that the same claims file separates.

The short answerWarranty claims joined to the installed base register give a claim rate per unit per model, and joined to the ledger give claim cost per customer against the revenue the customer brings. A model whose claim rate rose from a production batch is a product finding for engineering with the batch named. A customer whose claim rate on the same model is three times the model's norm is an application finding for the field team. The two look alike in the claims total and are separated by the register's model, batch and customer fields.

A manufacturer's warranty cost is a line in the accounts and a source of argument between engineering and sales. The claims file, joined to the installed base register and the ledger, ends the argument by separating the batch problem from the customer problem, with names on each. This guide sets out claim rate per model and batch, claim cost per customer against revenue, and the two findings.

The measures

Per model, per age band, per batch:

Claim rate = claims per unit per year Claim cost per unit

Per customer:

Claim cost ÷ revenue, trailing year Claim rate on each model against the model's norm at the customer's fleet age

The rows you need

  • Claims file: claim, unit serial, customer, date, failure code, cost.
  • Installed base register: unit serial, model, batch, customer, install date.
  • Ledger: customer, revenue.

Customer identifiers only.

The assertion

every claim joins to a unit in the register

A claim on a serial not in the register is listed; it is a register gap or a grey-market unit, and both are worth knowing.

A worked view, by batch

Model Batch Units Claims per unit per year Model norm Customers affected Top failure code
M-104 B-2207 380 0.31 0.09 41 Seal failure
M-104 B-2210 410 0.08 0.09 44
M-104 B-2214 395 0.10 0.09 39

One batch, three times the rate, forty-one customers, one failure code. That is engineering's finding, and the forty-one customers should hear about it from the manufacturer before they call.

A worked view, by customer

Customer Revenue Claim cost Cost ÷ revenue Models Claim rate vs norm Batch-adjusted Reading
2207 $1.9m $310,000 16% M-104, M-109 3.4× 3.1× Application: across models and batches
4471 $2.4m $190,000 8% M-104 2.8× 1.0× Batch B-2207: owed a fix
9034 $0.8m $12,000 1.5% M-109 0.6× 0.6× Fine

Customer 4471's claims are all batch B-2207 and, adjusted for it, the customer is at norm. Customer 2207's claims are high on every model and every batch, which is how the equipment is being run. Two conversations, opposite in tone, that the claims total would have merged.

Where it goes wrong

Claims not joined to the register. No batch, no model age; every claim is a customer complaint.

Customer rate not batch-adjusted. The customer with the bad batch is treated as the problem.

Norm without age band. Old fleets look unreliable; new ones look fine.

Engineering and sales given the same list. Each needs its half.

Every quarter, by batch and by customer

Mapped once, the claims file, the register and the ledger produce claim rates by model, batch and customer, the norms, the batch-adjusted customer view and both findings every quarter. Covirage builds this from the exports as they are. The industrial manufacturers page describes the setup, and the aftermarket attach guide covers the other measure built on the same register.

Questions people ask

What is the claim rate norm?

Per model and age band, the median claims per unit per year across the installed base, from the manufacturer's own claims and register. A customer against the norm for the models it runs, at the ages it runs them, is the fair comparison.

How is a batch problem found?

By claim rate per production batch or serial range, from the register's serial numbers joined to the claims. A batch at three times the model's rate, across many customers, is the product. A single customer at three times the rate, across batches, is the application.

Should high-claim customers be charged?

The report says who and why; the commercial team decides. A customer running equipment outside its rated duty cycle is a training conversation and possibly a contract one. A customer with a bad batch is owed a fix. Charging the second for the first is how customers are lost.