Consider these key stakeholder groups at the beginning of your CMMS migration project:
- Senior Managers
- IT Managers
- Procurement Managers
- Financial Managers
- Legal/Compliance Officers
Not everyone will need to be directly involved, and some may only be involved for certain steps. But you should understand their concerns and be prepared to address them.
But that’s only part of the team. Choosing the right vendor is a big factor too. Your vendor should listen and ask questions to learn as much as possible about your specific needs. Build a checklist to make sure you know what you need from your vendor and what your vendor needs from you to make this migration a success.
Step 2: Determine How to Export Current Data
Older software was not designed to get data out as easily as it was to get in.
More current programs can export data in various file types, typically a CSV file. Often you can do this task yourself or enlist the help of a power user or an internal IT specialist.
But if that's not the case, you'll need to hire some help.
For Seth’s project, the data was inside a custom internal database, and the IT person who developed it had long since moved on. Seth hired an outside consultant who specialized in database administration, and they got the job done.
“It was money well spent,” he told me.
Now you’ve got the basic planning and preparation tasks done. Next up is cleaning your data. I’ll continue this series in my next post.