CMMS Implementation

Roadmap

2. Task Lists
3. Checklist
4. Scheduled Checks

Step 1 Gather Data

1. List of Users and Businesses
2. List of Assets
A. Buildings
B. Equipment
C. Parts
3. Maintenance Procedures

Step 5 Train Your Personnel

1. Speeds up User Adoptation
2. Outline Best Practices
Step 6 Go Live!

Step 2 Add Users and Businesses

1. Users
A. Administrators
B. Technicians
C. Operators
2. Businesses
A. Suppliers
B. Service Providers
C. Vendors
Step 3 Add Assets
1. Top to Bottom Approach
A. Sites
B. Buildings
C. Departments
D. Equipment
E. Modules
F. Parts
Step 4 Scheduled Maintenance
1. Procedures

Step 7 Review, Renew, Refine

1. On going process of
refinement
A. Asset Categories
B. User Groups
C. Customizations
2. Add Images and Files
3. Improve Workflows

Asset Hierarchy
1.
2.
3.
4.
5.
6.

Facility
Department
Room
Equipment
Module
Sub Module