Choose which cookies you accept. You can change this at any time from “Cookie settings” in the footer of every page. Cookie policy
They make the website work, remember this choice, keep your conversation with the assistant if you use it, and protect the forms from bots. They cannot be turned off.
During your visit we remember the campaign source you arrived with and the page you landed on, so we know which campaigns and pages bring us requests. Cloudflare Web Analytics counts visits without cookies and does not depend on this option.
Used to measure our campaigns on Google Ads, LinkedIn and Meta. None is active on the website today.
Checklist · Free PDF
What you want done before, during and after switching business software, in lists you can tick off: the data to prepare, how to migrate without duplicates, how to train each role and what to measure in the first weeks.
To send you the link and to be able to reply if you write to us about the guide. We do not subscribe you to anything: the newsletter is a separate box, unticked.
Preview
Contents
How to use this checklist
The four project phases and how to split up the tasks.
Before you start
Goal, scope, team, processes and schedule: the decisions to make first.
Data to prepare
Which data to bring, where it comes from, who cleans it and what not to migrate.
Migration
The steps to import without duplicates, and a field mapping template.
Configuration and testing
What to configure and how to test it with real cases before go-live.
Training
A plan by role and what each person should be able to do before go-live.
Go-live
Cutover day and the first week.
Go-live KPIs
What to measure in weeks 1, 4, 8 and 12 to know whether the implementation works.
After: the first 90 days
The 30, 60 and 90-day reviews, and what usually goes wrong.
Further reading
Choosing and rolling out software
The idea is appealing and the fear is reasonable: replacing the systems your company runs on sounds like weeks of chaos. It can be done without anyone noticing, but not all at once.
Field service
The problem with paper work orders is not the paper. It is that they arrive late, incomplete and without evidence, and nothing gets billed until they do. Many projects to digitize them fail, almost always for the same five reasons.
Maintenance
Fifteen questions and five minutes to see where your maintenance operation stands on work orders, preventive plans, KPIs and tools, and where to start. You do not need any software to answer them.
Template
Preventive maintenance plan templateRFP template
Maintenance software RFP template