8 Steps to Successful CMMS Implementationwith Craig Shepard

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About MicroMain• Headquarters in Austin, TX• We’ve been providing facilities with award-winning asset

maintenance and facility management software since 1991

• MicroMain offers CMMS, CAFM and Capital Planning software and services

• Special version for Healthcare

Our Customers• Over 3,700 customers worldwide

Walter Reed Hospital

Implementing new CMMS?

Today we’ll review best practices in CMMS use, the implementation process and provide 8 important steps you’ll need to take to ensure successful CMMS implementation.

CMMS Review• Define requirements including:

• Goals• Expectations• System configuration (hardware and software)• Training

• Choose a CMMS that meets your requirements

Use a CMMS to:

Effectively manage day-to-day maintenance• Creation and execution of work orders• Performance of Preventative Maintenance (PM)• Assets (buildings rooms, offices, equipment)• Appropriate parts inventory• Timely creation of purchase orders • Inspection performance, including inspection failures• Fleets

Long-term:• Create reports to acquire data that helps you improve

performance and processes and reduce costs

CMMS Implementation ProcessIdentity

your needs

Research & contact vendors

Schedule web demos

Choose a vendor

Prep Implementa

tion

Implement

Review

1. Take Inventory / Do your Homework

Review the properties, equipment, parts, labor and vehicles you want to manage with the CMMS

Consider any unique situations

Many CMMS implementations fail because the database is improperly set up to manage daily activities and report on items critical to success

2. Outline Critical PMs

Schedule PMs to keep your equipment up and running

Use the Auto Task Scheduler to automate PM work orders

A primary source of cost savings from a CMMS is the direct result of effective PM and inspection management

• Reduce failures and emergencies• Increase the useable life of your assets

3. Consult With IT

Even if you implement a hosted solution, you may still need support from IT to ensure your network can deliver good performance at peak times

Determine who will provide support when issues arise

Understanding all of the technical components of your CMMS will help you avoid delays if problems occur

4. Prepare Data

Clean up data before you import to ensure your data is accurate and in appropriate data fields to provide the results you expect

Consult with your vendor: a CMMS vendor can add significant value when helping you prepare to import data

CMMS implementations are often delayed when parties don’t fully consider data import requirements

5. Test the System before Go-Live

Don’t waste valuable training time on a new CMMS system until data is imported and the system is tested

All CMMS vendors have stories about arriving on site to train and having to start by taking the server out of the box

Make good use of your training dollars by completing installation prior to scheduled training

6. Determine Reporting Needs

Discuss what types of reports will help you mange daily activities and long-term process improvements goals

Get input from staff, managers, and accounting

Thinking about reports ahead of time will help ensure that the system is set up, configured, and used in a way that will get you the information you need

7. Get Trained

Consider both depth and breadth when designing your training plan

You’ll want to get enough people trained so they can help each other with daily tasks -- plus a few key personnel trained on all aspects of the system and its administration

Consider purchasing future training, perhaps 6 months after implementation to create power-users

Make sure you are getting the most out of your CMMS by adequately training all users.

8. Audit your CMMS

Are you using the latest version of the software? Are you getting the reports you need? Are you fully utilizing the software’s capabilities?

Check with your users -- determine if anyone has questions or needs additional training

Performing periodic audits of your CMMS protects your investment and maximizes the maintenance savings for the organization.

CMMS Implementation ChecklistTake Inventory / Do your Homework

Outline critical PMs

Consult with IT

Prepare data

Test the System before Go-Live

Determine Reporting Needs

Get Trained

Audit CMMS Performance

Thank You

Are there any questions?

Chat your questions now or contact us:

Email: Info@MicroMain.com

Phone: 888-888-1600 x271

Web: www.micromain.com

A link to the recording of the webinar will be emailed to you tomorrow.