Watch Our Latest Webinar

CMMS and EAM Software Implementation Checklist: Ensuring a Smooth Transition

Checklist (2)

Do you need help with unplanned downtime, high maintenance costs, and inefficient inventory management? You’re certainly not alone. Organizations aim to optimize operations and cut costs across various sectors, from manufacturing to healthcare, while improving asset performance. Implementing the right Computerized Maintenance Management System (CMMS) and Enterprise Asset Management (EAM) software can be pivotal. However, the transition can be complex and fraught with critical decisions. This is where we come in with our expertly curated CMMS and EAM software implementation checklist.

Our checklist ensures that your organization smoothly transitions, bypassing common hurdles to increased efficiency and significant cost savings. Successful software implementation is not just about the initial setup but also about training, user acceptance, and ongoing support.
To give you a snapshot of what lies ahead:

1. Calculate the value: Establish clear objectives for adopting the system.

2. Engage with key departments: Maintain communication with all stakeholders.

3. Budget realistically: Consider all possible costs, including software, hardware, training, and ongoing support.

4. Organize maintenance data: Gather all necessary data for a successful transition.

5. Choose a reliable vendor: Look for trustworthy sellers and select conservatively from their functionality.

6. Implement gradually: Go slow and steady to ensure smooth adoption across the organization.

Below is an infographic summarizing the steps to a successful CMMS and EAM software implementation.

CMMS and EAM software implementation checklist infographic - CMMS and EAM software implementation checklist infographic step-infographic-4-steps

Stay with us as we delve deeper into these steps, the difference between CMMS and EAM, and how detailed maintenance checklists can enhance your asset management process. Let’s turn this implementation challenge into a seamless transition together.

Understanding the Difference Between CMMS and EAM Software


What is CMMS Software?

A Computerized Maintenance Management System (CMMS) is a software solution designed to streamline and automate maintenance processes during the working life of an asset. The primary objectives of a CMMS include efficient maintenance scheduling, reduced downtime, and extended asset life. The range of assets that a CMMS can help manage is diverse, encompassing production equipment, facilities, vehicles, and even computers.

A CMMS is an essential tool in our arsenal at MicroMain, providing the backbone of our maintenance management solutions. It empowers our clients to manage their maintenance operations effectively, ensuring the longevity and reliability of their assets.

What is EAM Software?

On the other hand, Enterprise Asset Management (EAM) software takes a holistic view of the complete asset lifecycle management. This includes planning, procurement, operations, and disposal. Unlike a CMMS, which focuses on maintenance, an EAM considers the total cost of ownership (TCO). It optimizes the entire lifecycle of each asset, from design and purchase to retirement. This more comprehensive approach includes asset procurement, accounting (e.g., depreciation), and disposal practices.

At MicroMain, our EAM solutions are integral to our offerings, providing companies with a fully integrated system to maximize asset value and manage their assets from cradle to grave.

Critical Differences Between CMMS and EAM Software

While CMMS and EAM have many standard features and benefits, some noteworthy differences exist. A CMMS is primarily used to manage the maintenance of equipment and machinery, focusing on the working life of an asset. An EAM system, however, considers the entire asset lifecycle, including planning, procurement, operations, and disposal.

Over time, the functionality of CMMS software has expanded to include more advanced features usually associated with an EAM. Yet, the CMMS remains a central element of an enterprise asset management system. For this reason, a CMMS is sometimes viewed as a component or subset of an EAM with a more direct focus on maintenance strategies and goals.

It is understanding the distinction between a CMMS and EAM when implementing such systems. It allows you to select the most suitable system for your specific needs, ensuring a smooth transition and effectively utilizing either a CMMS or EAM software. It’s also an essential step in preparing your CMMS and EAM software implementation checklist, as it helps you identify the unique requirements of each system.

Essential Requirements of a CMMS and EAM System

When implementing a CMMS or EAM software, there are several key components you need to consider. These are the backbone of an effective system and should be included in your CMMS and EAM software implementation checklist.

Asset/Fixed Asset Management

The primary purpose of any CMMS or EAM system is to manage assets. This includes every aspect from procurement to disposal and everything in between. It should provide real-time data to aid asset management, maintenance, and disposal decision-making. Crucial features include barcode/label generation capabilities, multiple label generation, and label output locations. Additionally, it’s beneficial to have ESRI integrations and RFID capabilities for tracking assets and equipment in real-time.

Work Order Management

A good CMMS or EAM system should streamline and automate maintenance processes. This includes efficient scheduling, reducing downtime, extending asset life, and managing emergency work orders. You should be able to generate work orders for preventative maintenance and attach multiple assets to one preventive maintenance record. It should also include analytics and business intelligence features to monitor performance and mobile usability for real-time updates.

Inventory Management

Efficient inventory management is crucial in any maintenance management software. The system should update your inventory count each time a work order is processed. It should support cycle counting, work order issues, transferring supplies from one storeroom to another, repairing spares, and issuing items not in stock to work orders.

Automated Compliance & Reporting

Your CMMS or EAM system should automatically track compliance requirements and generate necessary reports. This includes tracking where resources are coming from and being assigned to, parts lists, and safety procedures. The system should also automatically generate purchase orders when parts meet their maximum and minimum levels in stock.

Ongoing Customer Support

Lastly, ongoing customer support is a critical CMMS or EAM system requirement. As you adapt to the new system, you may need assistance or encounter issues that must be addressed promptly. A support system ensures you get the most out of your software.

When selecting a CMMS or EAM system, assessing what features are most important to your company’s needs is crucial. This could range from condition-based monitoring to vehicle maintenance to project management. By ensuring your chosen system meets these essential requirements, you’re setting your company up for success.

Steps to Implementing a CMMS and EAM Software

Implementing a CMMS or EAM software might initially seem daunting, but it can be a smooth transition with a proper plan and a step-by-step approach. Here at MicroMain, we’ve distilled the process into a simple CMMS and EAM software implementation checklist that acts as a road map to guide your team through the implementation journey.

Determining Success Factors for Implementation

The first step in any software implementation is to identify the success factors. These measurable outcomes that you aim to achieve with the software should align with your company’s larger goals. For instance, reduce downtime, improve inventory, or streamline work order management.

Mapping Out Current Maintenance Workflows

The next step involves understanding your current maintenance workflows. This includes the processes, tasks, and roles in managing your assets. You must document these workflows to ensure the new software adequately supports them.

Familiarizing with the Components of a CMMS and EAM System

Understanding the components of a CMMS and EAM system is a crucial step in the implementation process. This includes asset management, work order management, and inventory management. Familiarizing yourself with these components will allow you to utilize the software entirely.

Deciding on a Phased or One-Time Implementation Approach

Depending on the complexity of your implementation, you may choose to implement the software in phases or all at once. A phased approach allows for gradual implementation and ample time to troubleshoot issues, making it generally easier to manage.

Leveraging the Expertise of the CMMS and EAM Vendor

As a vendor with over 28 years of successful CMMS implementations, MicroMain offers extensive industry and implementation expertise. We can provide insights into best practices and cost-effective solutions that can aid your implementation process.

Ensuring Data Correctness

Ensuring the correctness of your data is a critical part of the implementation process. This may involve hiring external freelancers to cleanse or review your data critically. Incorrect data can lead to inefficiencies and errors, so dedicate significant time to this step.

Providing Continuous Training for Maintenance Teams

Training is a continuous requirement and should not be limited to the implementation phase. Your maintenance teams should receive soft training once new maintenance workflows are decided and system navigation training before the system goes live. After the system is live, training should focus on improving the maintenance culture and stimulating communication surrounding maintenance processes.

Scheduling the Go-Live During Slow Periods

The “go-live” is the moment when the new system becomes operational. To minimize disruption, schedule this during a slow period when your team can focus on addressing any issues that might arise.

Conducting Post-Implementation Tasks and Analysis

Even after the system goes live, your work is still ongoing. It’s essential to conduct post-implementation tasks and analysis, which involves reviewing the entire process to identify gaps and make necessary improvements.

By meticulously following this CMMS and EAM software implementation checklist, your organization can ensure a smooth transition to the new system, maximizing its benefits for your maintenance management.

The Role of Checklists in CMMS and EAM Software Implementation

A CMMS and EAM software implementation checklist can be a game-changer for maintenance management. Let’s delve into the purpose of these checklists and how they can be incorporated into your work orders.

Understanding the Purpose of Checklists

In CMMS and EAM software, a checklist is a formal document outlining tasks or procedures that a technician must follow. These tasks ensure that all necessary procedures are completed before closing a work order. Checklists are not just simple to-do lists but crucial tools that validate the safety and maintenance of equipment and resources. They also help track and report each task, making them essential to preventive maintenance.

Different Types of Preventive Maintenance Checklists

Organizations use several types of preventive maintenance checklists, such as simple checklists, advanced checklists, task lists, pass-or-fail checklists, and step-by-step checklists.

Simple Checklists are straightforward to-do lists that consist of a few tasks with a checkbox next to each item. When a task is completed, the user checks off the box.

On the other hand, Advanced Checklists are more comprehensive and often include more complex or technical tasks. They allow technicians to gather more specific information, ensuring a thorough approach to maintenance.

Benefits of Using Checklists in CMMS and EAM Software Implementation

Checklists offer several benefits in the implementation of CMMS and EAM software.

They ensure that all necessary steps are taken to validate the safety and maintenance of equipment. Checklists also help in resource allocation, problem analysis, and issue resolution. They can be managed and completed from a computer or mobile device, which increases efficiency and reduces errors. Furthermore, checklists can be customized to your specific needs, making them a powerful tool for audits and inspections.

How to Incorporate Checklists into Work Orders

With MicroMain’s CMMS software, incorporating checklists into your work orders is straightforward. Our software provides routine checklists from a work order, ensuring no tasks are missed.

Creating checklists for each preventive maintenance task only takes a few minutes. Technicians can add notes images, and attach documents to work orders, creating a comprehensive record of each task. With these checklists, teams can focus more on important tasks, improving efficiency and productivity.

In conclusion, having a well-structured CMMS and EAM software implementation checklist is a powerful tool for any organization. It not only ensures the smooth implementation of the software but also significantly enhances maintenance management. So, embark on your journey to efficient maintenance management with our reliable CMMS and EAM software today.

The Impact of Mobile CMMS and EAM Software on Maintenance Management

As we continue to embrace the digital age, many organizations are reaping the benefits of implementing mobile CMMS and EAM software. This shift from traditional methods to mobile solutions is revolutionizing how we manage maintenance tasks and providing many benefits that enhance productivity and reduce downtime.

Benefits of Implementing Mobile CMMS and EAM Software

The introduction of mobile CMMS and EAM software in maintenance management has significantly improved how technicians perform their tasks. As a result, organizations have experienced:

  • Efficiency: Mobile CMMS and EAM software eliminate the need for technicians to return to the maintenance shop to receive work orders or log into a computer. This saves valuable time and allows for quicker response times.
  • Accuracy: With mobile solutions, technicians can record data immediately when servicing equipment. This gives maintenance managers more reliable and up-to-date information, leading to more accurate decision-making.
  • Productivity: The ability to update work order status, add parts used, and upload photos right in the app keeps technicians in the field, leading to increased productivity.
  • Cost Reduction: Mobile CMMS and EAM software minimize manual data entry and paperwork, reducing data entry costs and errors.

Key Features of Mobile CMMS and EAM Software

To fully leverage the benefits of mobile CMMS and EAM software, it’s crucial to understand their key features. Some of these include:

  • Work Order Generation: Mobile CMMS and EAM software allow users to create work orders and requests directly from their devices, promoting instant communication.
  • Inventory Management: These software solutions enable technicians to record data about inventory received, perform counts and adjustments, and automatically issue parts for work orders.
  • Barcoding Technology: This feature eliminates manual data entry, saving time and reducing errors.
  • Inspections: Mobile CMMS and EAM software support regular inspections to maintain quality control, record data immediately, and provide up-to-date safety data.

How Mobile CMMS and EAM Software Enhances Productivity and Reduces Downtime

The impact of mobile CMMS and EAM software on productivity and downtime is significant. For instance, implementing our MicroMain CMMS App has seen companies reduce maintenance costs, increase productivity, and decrease equipment downtime.

By providing critical information in the palm, mobile CMMS and EAM software eliminate the need for paperwork, allowing technicians to focus on their tasks. The ability to update work orders in real-time also reduces the need for data entry back at the office, freeing up more time for productive work.

Moreover, these mobile solutions minimize equipment downtime by facilitating instant communication and quicker response times, leading to increased operational efficiency and reduced costs.

In conclusion, the introduction of mobile CMMS and EAM software is a game-changer in maintenance management. By incorporating these solutions into your maintenance strategy, you can ensure a smoother transition and reap the numerous benefits these technologies offer. If you’re ready to take the next step, contact us today to learn more about implementing mobile CMMS and EAM software in your organization.

Conclusion: Ensuring a Smooth Transition with CMMS and EAM Software Implementation Checklist

Implementing a CMMS or EAM software can seem daunting, but it can be a seamless transition with the right approach. The key lies in being prepared and having a clear roadmap to guide the process. This is where the CMMS and EAM software implementation checklist becomes an invaluable tool. It ensures all critical aspects of the implementation are considered and nothing slips through the cracks.

The Value of a Checklist

well-structured checklist provides a step-by-step guide to ensure every aspect of the implementation process is covered. It helps you stay organized, keep track of progress, and ensure that all team members are on the same page. Moreover, it provides a sense of accomplishment as you tick off each task, boosting your team morale.

Critical Elements of a CMMS and EAM Software Implementation Checklist

Every organization’s checklist will be unique, reflecting specific needs and goals. However, some common elements should be part of every CMMS and EAM software implementation checklist:

  • Calculating the value of the implementation
  • Collaborating with key departments
  • Establishing a realistic budget
  • Organizing maintenance data
  • Identifying a reliable vendor
  • Gradual implementation
  • Ensuring user adoption
  • Providing continuous training and support


The MicroMain Advantage

At MicroMain, we understand the value of a smooth transition. That’s why we provide comprehensive CMMS implementation services to guide you every step of the way. We’re with you, from mapping out current workflows to scheduling the go-live.

The Future of Maintenance Management

The future of maintenance management lies in leveraging technology to streamline processes, reduce downtime, and increase productivity. With a comprehensive CMMS and EAM software implementation checklist, you can ensure a smooth transition and set your organization up for success.

As you embark on this journey, remember that the right software is only part of the equation. The success of your implementation largely depends on user adoption. Choose software that’s intuitive and easy to navigate. At MicroMain, a CMMS should be a tool, not a hassle, so we’ve designed our software to be user-friendly and practical.

In conclusion, implementing a CMMS or EAM software can be manageable. With a well-planned strategy and a comprehensive CMMS and EAM software implementation checklist, you can ensure a smooth transition and start reaping the benefits of improved maintenance management.

For more insights on CMMS and EAM implementation, visit our blog or contact us for a personalized consultation.



Comments are closed.

3267 Bee Caves Rd
Suite 107-230
Austin TX 78746
(512) 328-3235
Learn More
Contact Support