The Trouble-Free Guide to Upgrading Your CMMS

We know “CMMS” can be a frightening four-letter word in many instances. It doesn’t have to be.

We understand how costly and time consuming enhancing your existing CMMS is or moving to a new one can be. You might be telling yourself that complacency is a safe decision, and moving to new maintenance software isn’t good for business.

We’re here to inform you, the longer you put this off, the more money it’s truly going to cost you down the road.

Rather than exerting all of your valuable energy working within the capabilities of your inefficient, congested and outdated solution, you could start a new legacy – with a new system.

We understand that no one really likes moving, but now is the time for you to upgrade your CMMS.

Technology Progresses, So Should Your CMMS

Moving to a new CMMS can be an exhausting feat. We’d put it at the top of the list with moving to a new home.

1. You’ll need to identify where you want to move.
2. What solutions are available?
3. Then, you need to make sure your new solution has the value you need. Will you get migration consulting, long-term support, and is it an easy to learn system?
4. Your final step: It’s time to purchase it.

What system are you progressing moving with?

This processes doesn’t have to be overwhelming. In fact, it doesn’t entail as much as you would think on your end.

Moving is the perfect time to contemplate what is the right size for your life. It’s time to get rid of the particles preventing your maintenance operation from moving to a profit center. It’s time to get excited about removing “cumbersome” from your maintenance related vocabulary.

Here’s all you need to do to make this transition run smoothly:

• Determine which processes, data and assets are important to you.
• Identify your needs and wants.
• Make your move to your new maintenance solution.

You don’t have time to deal with a cost center, only forward progress.

Running the Maintenance…on Your Maintenance

You have equipment and materials by the hundreds in your database. Your vendor list needs review. You might be able to remove most of your list. Consider this, the time you put in now will save you money down the road.

Take a deep dive into your register of vendors, catalog of materials and equipment, and database of historical work orders and equipment history to identify what can stay…and what can go.

Cleaning up your maintenance information will make your move much easier.

Why? You’re taking the time to go through your closet and getting rid of all the outdated work orders, preventive maintenance and inefficient processes.

Old habits do die hard, but let them stay with your old maintenance software.

Record these vital, important pieces of information for the migration to your new solution, and don’t look back.

1. Vendors
2. Materials
3. Equipment

Not so overwhelming after all, right? You’re done in three steps.

Any time it takes your team to develop the spreadsheets of data for your move will pay off for you long term, trust us.

It’s one step closer to peace of mind.

Enter Your Roadmap

You’re ready to turn your maintenance software on cruise control. In order to do that you need to get everyone trained and your new solution fully optimized to maximize your team’s efficiency.

You’ll get the most value from a system and a provider that works with you through migration and implementation. That way, all your questions are answered. The last thing you need is to go it alone.

A notable provider won’t stop at migration. Because you’re going to need all the support you can get, they’ll take you through the whole implementation process. They’ll lay out your easy-to-follow implementation roadmap and hold your hand through the process.

Start with Your Pre-Training Consultation

The support team will conduct a Pre-Training Consultation to determine your specific needs for the administrator training.

Initial Training of Your Administrator

The Initial Administrator Training will train your administrator on how to set up your new system. They’ll obtain the skills to start your panel and make changes as you grow your system.

System Setup

The System Setup is the point where your administrator sets up the software panel for your needs. Your solution is ready and able to fulfill your business needs. The vendors, materials and equipment are migrated over and you’re ready to put your maintenance efforts into action.

System Review

Have the support team do a System Review for you to ensure that it’s set up to your needs. This is where all your setup questions and challenges are addressed.

User Training

It’s time for your User Training, now that the system is setup the way you need it. All your users will be trained on how to operate your new maintenance software, specifically for your facility.

Review & Consultation

You’re close to going live. But anytime you use something new, you have questions you didn't even know to ask in the beginning. What you don’t know, well, you don’t know.

This is an essential part to the success of your implementation. This is where the support team will answer any questions you have before the go live date. Make sure you're all set up to your standards.

Your System is Live, Now What?

If you’ve got yourself a superior system provider, they won’t stop when your team goes live. They’ll take customer service one - or a few - steps further.

It’s time for the System Check. If they’re remarkable, the support team will review your first day, week or month of being live in order to determine any challenges you experienced. Getting them resolved is the real value.

On-going Support and Consultation is where your peace of mind comes in. Annual checks help you grow into your new maintenance solution. This is one way to lower workplace stress all facility managers could use.

Use this trouble-free guide to help you spend more time working in the field and less time working on the computer. That’ll give us peace of mind.