Choose a representative asset
Document baseline duty, service history, oil condition and costs. Select a comparison period or comparable asset where practical, and record changes in load, oil, weather, repairs and operator practice. Otherwise those changes can be mistaken for a filtration effect.
Agree the decision rules
The equipment owner, lubricant adviser and laboratory should agree sampling frequency, intervention limits and approval requirements. Keep the existing service interval unless the responsible parties approve a change based on evidence.
Measure both performance and cost
Record oil purchased and drained, top-ups, cartridges, analysis, labour, disposal and energy. Record downtime separately and explain how its value is calculated. A reduction in scheduled service hours is not automatically a cash saving.
Publish a defensible result
A useful case study states asset type, period, operating hours, method, baseline, measured results, costs and limitations. Obtain customer permission for names, photographs and results. No local trial outcome is claimed here before that evidence exists.