Migrating your Data into Tabs CMMS & CAFM

1. Initial Data Scoping and Review

• We commence with a discovery session to review current data and data sources (e.g. spreadsheets, databases, legacy systems).
• Key data fields are mapped and assessed for quality, structure, and completeness.
• We identify any gaps, duplicates, or inconsistent records requiring cleansing or transformation.

2. Data Template Provision and Mapping

• Tabs FM provides a structured import template aligned with the system’s schema.
• A data mapping exercise is conducted, aligning the client’s data fields with Tabs FM fields (e.g. asset types, locations, parent-child hierarchies, maintenance profiles).
• Validation rules are shared to ensure the correct formatting of critical fields such as unique IDs, service intervals, dates, and asset categories.

3. Data Cleansing and Transformation

• The client, with our support if required, prepares the dataset for import.
• Optional data transformation services are offered to clean, consolidate, and format asset data, including:
• Standardising asset names and classifications
• Organise third party specialists to assign SFG20 maintenance schedules (if applicable)
• Aligning site/location hierarchies
• Removing legacy or decommissioned records

4. Test Import and Validation

• A sample dataset is imported into a staging environment for testing.
• Tabs FM conducts a full review of the imported records, checking for completeness, accuracy, and alignment with system configuration.
• The client is invited to review and sign off on the sample data prior to full import.

5. Full Data Import

• Upon approval, the full dataset is imported into Tabs FM via our import tools or through direct integration, depending on volume and format.
• A full audit trail is maintained during the import process for compliance and transparency.

6. Post-Import Review and Sign-Off

• Once imported, Tabs FM will generate exception reports highlighting any anomalies or records not migrated due to formatting or logic errors.
• The client is given time to validate the asset data within the live environment.
• Any required corrections are made, and a final sign-off is recorded.

7. Ongoing Data Management

• Tabs FM supports continuous data improvement through user-friendly tools for bulk editing, audit logging, and integration via API with third-party systems (e.g. BMS, IoT sensors).
• We offer optional data enrichment or SFG20 asset profiling as part of ongoing support.