CAFM Implementation Project Management

Project Stages and Objectives

1. Project Scoping & Discovery
We open with a comprehensive scoping session to capture your needs early and tailor the system to your operation. This includes:

• Infrastructure Review – Ensuring your network and hardware support your CAFM goals
• Data Assessment – Evaluating source structures and migration needs
• Workflow Mapping – Understanding your business processes and training needs
• Risk & Timeline Planning – Identifying blockers early to avoid delays

Outputs: a clear, documented proposal including scope, infrastructure, data, timelines, and risk mitigation.

2. Pre-Installation Setup & Data Migration
Once scoped:

• We provide data templates for you to populate key records
• Offsite system configuration based on your templates
• Loading and validating imported data before the live roll-out

3. Configuration, Custom Development & Integration
Given our solution is modular and flexible, and your Project Manager will help to:

• Configure modules around your unique workflows
• Set up user-based roles and permissions
• Identify and deliver custom development to meet specialised needs
• Support API integrations with systems such as Sage, Azure, Okta, Google, Outlook, and SFG20 for seamless interoperability

4. Training & Go-Live
We craft a tailored learning plan to match various user roles—frontline technicians, supervisors, IT/admin staff.

• Live, role-based training sessions
• Real-world scenarios and hands-on exercises
• Ongoing support throughout cutover for smooth user adoption

Hybrid in-person and remote tutorials are available, making your team CAFM-ready.

5. Post-Go-Live Support, Account Management & Continuous Improvement
Our commitment doesn’t end at launch. We provide long-term support and strategic guidance to help you get the most from your investment.

• Dedicated Account Management – You’ll have a named point of contact who understands your system setup, priorities, and roadmap. They’ll support regular reviews, recommend enhancements, and act as your voice within Tabs FM.
• Helpdesk & Ticketing – Fast, UK-based support with defined SLAs for fault resolution and usage queries.
• Ongoing Training – Refresher sessions, onboarding for new staff, and updates on new features.
• Health Checks & System Audits – Periodic reviews to ensure system optimisation, data quality, and user adoption remain high.

This proactive approach ensures your system evolves with your needs and continues to deliver measurable value.