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Master CMMS fundamentals: design and deployment
Your CMMS should support maintenance work and performance management. Structure information, organise usage and connect the tool to team needs. Develop a deployment approach that facilitates equipment monitoring and data use.
- Duration
- 4 days 28 hours
- Code
- MAIN001FR Code
Presentation
In industry, maintenance is much more than an expense: it determines equipment availability, product quality and customer satisfaction. This 4-day course helps you turn maintenance into a genuine performance driver by mastering the design, selection and deployment of a Computerised Maintenance Management System (CMMS).
The programme begins with an audit of your current organisation to understand workflows, bills of materials and maintenance processes. You then explore the main families of solutions on the market, their key features and limitations. Next, you learn to write a comprehensive requirements specification: functional scope, interfaces with existing systems, regulatory constraints and selection criteria.
By the end of the course, you will be able to present a clear investment case, identify risks and success factors, and lead a CMMS acquisition project. You will leave with ready-to-use templates and a detailed roadmap to turn maintenance from a cost centre into a source of added value.
Objectives
By the end of this CMMS course, you will be able to:
- identify the productivity, traceability and compliance gains offered by a CMMS and explain how it works to business teams;
- organise a phased approach (assessment, requirements definition, software selection, configuration, migration and change support);
- identify technical, human and budget risks, and success factors to safeguard the project;
- write a comprehensive requirements specification: functional scope, interfaces, regulatory constraints, selection criteria and performance indicators;
- initiate acquisition: estimate the total budget (licensing, configuration, training, support), establish a realistic schedule and present a business case to management.
Program
Module 1: explore CMMS fundamentals
- Definition of CMMS and the context in which it emerged.
- Potential business benefits (costs and productivity).
- Major developments: maintenance 4.0, BIM, digital twins, etc.
Module 2: analyse the main software features
- Work order and maintenance intervention management.
- Team and asset (equipment) management.
- Inventory, spare parts and procurement management.
Module 3: manage performance and planning
- Dashboards and key performance indicators (KPIs).
- Planning, calendar and contract management.
- Mobility and accessibility features, and technical documentation management.
Module 4: map organisational needs
- Analysing business functions and company-specific requirements.
- Identifying stakeholders and their roles in the maintenance process.
- Analysing existing maintenance processes and information systems.
Module 5: structure the CMMS project approach
- Building the project team and defining responsibilities.
- Project stages (feasibility study, tendering, deployment).
- Describing the desired system and analysing needs and expectations.
Module 6: write the requirements specification
- Precisely defining functional and technical requirements.
- Writing a structured CMMS requirements specification.
- Estimating budgets, costs and timelines.
Practical exercise
- Write a key section of a sample requirements specification.
Module 7: identify project risks and success factors
- Risks associated with requirements definition and specification writing.
- Success factors (user involvement, tool selection).
- Staff training and change management.
Practical exercise
- Perform a sample maintenance analysis in Excel.
Module 8: initiate the acquisition and deployment project
- Tendering and supplier selection.
- The implementation approach.
- Final deliverable: a practical project for implementing the CMMS approach.
Audience
This course is intended for professionals seeking the fundamental tools to design, assess or lead a CMMS project within their organisation, including:
- Engineers and bachelor's degree holders who want to structure an information system implementation or replacement approach.
- Maintenance technicians who will use the software and want to understand the functional considerations.
- Maintenance managers and project managers required to analyse maintenance operations and initiate an acquisition project.
Prerequisites
This course requires the following prerequisites:
- Maintenance knowledge: proficiency in the fundamentals of different maintenance types (corrective, preventive, predictive, etc.).
- Office productivity skills: proficiency in Microsoft Office is required for the practical exercises.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
Course highlights
- A comprehensive approach: covers the entire process, from initial requirements analysis to initiating the acquisition project.
- Decision-focused content: analyse maintenance operations and identify success factors and risks.
- Practical tools included: incorporates a hands-on Excel exercise to illustrate performance management concepts.
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.