When approaching a new prospect these are the questions/thoughts we typically have:
1) Is this your first experience in finding and implementing a CAFM system for your
company? Are you open to changing/streamlining your process?
2) Consider your IT requirements. Are there any restrictions in place that would
restrict you from a remotely hosted system, i.e., HIPAA, Sarbanes-Oxley, or
other industry guidelines and regulations?
3) What five things would you like to accomplish with a web-based CAFM solution?
a. Short-term goals?
b. Long-term goals?
4) How do you currently manage your:
a. CAD drawings,
b. Move/Add/Change (MAC) process,
c. Work Orders, i.e., entry method (call center, intra/extra-net), dispatching,
tracking, and reporting,
d. Real Estate Portfolio, i.e., lease abstracts, lease status, etc.
5) Define your project management criteria:
a. Job size
b. Budget amount
c. Length of project
6) How are the facility management reports currently created?
7) What other reporting criteria do you have? Dream big! Have you considered dashboards and statistical analysis?
8) Determine data collection to help serve your needs and others: (For example, employee data is tracked by HR, Security, IT and the mailroom.)
9) Determine if live feeds or scheduled data imports are preferred.
10) What aspects of CAFM are most critical to the mission of your department? Feel
free to add any other requirements:
a. Managing CAD drawings,
b. Move/Add/Change (MAC) process,
c. Work Orders, i.e., entry method (call center, intra/extra-net), dispatching,
tracking, and reporting
d. Assets
e. Real Estate Portfolio, i.e., lease abstracts, lease status, etc.
f. Project Management
g. Other:
11) Rank the importance of implementing a CAFM system to your mission, from 1 to
10, with 1 being “Not Important” and 10 being “Extremely Important”:
12) What is the realistic time-frame in which you would like to begin implementation
of a CAFM system?
a. 1-3 months
b. 3-6 months
c. 6-9 months
d. 9 months or greater
13) Are there any questions or additional information that you consider critical to
understanding and meeting your CAFM requirements, i.e., budget restrictions,
special or unique needs your organization has for the software, etc?
