{"id":5145,"date":"2020-11-20T18:41:11","date_gmt":"2020-11-20T18:41:11","guid":{"rendered":"https:\/\/mpulsesoftware.com\/?p=5145"},"modified":"2025-07-30T06:18:46","modified_gmt":"2025-07-30T06:18:46","slug":"getting-started-with-a-new-cmms","status":"publish","type":"post","link":"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/","title":{"rendered":"Getting Started With A New CMMS"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Getting started with a new CMMS can feel overwhelming. New software requires a lot more work after the decision is made.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But, you can make it as painless as possible. These five steps outline how to implement a cmms system.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-flat ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/#How_Is_a_CMMS_System_Implemented\" >How Is a CMMS System Implemented?<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/#Step_1_Determine_How_to_Export_Current_Data\" >Step 1: Determine How to Export Current Data<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/#Step_2_Decide_What_Data_You_Want_to_Keep\" >Step 2: Decide What Data You Want to Keep<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/#Step_3_Map_Out_the_Fields\" >Step 3: Map Out the Fields<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/#Step_4_Clean_Up_Your_Old_Data\" >Step 4: Clean Up Your Old Data<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/#Step_5_Import_and_Test\" >Step 5: Import and Test<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"How_Is_a_CMMS_System_Implemented\"><\/span><span style=\"font-weight: 400;\">How Is a CMMS System Implemented?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Use this checklist to make your CMMS system implementation a success.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_1_Determine_How_to_Export_Current_Data\"><\/span><span style=\"font-weight: 400;\">Step 1: Determine How to Export Current Data<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">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. Or, if it makes more sense, you can hire some help.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Decide_What_Data_You_Want_to_Keep\"><\/span><span style=\"font-weight: 400;\">Step 2: Decide What Data You Want to Keep<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019ve decided to migrate to new software, there\u2019s usually a reason. And often it\u2019s because key needs aren\u2019t being met by your current system and your legacy data. Now is the time to review your data and make decisions about what you really need to keep.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another option is to simply start fresh. We\u2019ve had customers do this\u2014their legacy data remained where it was. They simply added assets, parts, and preventive maintenance schedules to the new CMMS system. Old work orders are left behind.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Map_Out_the_Fields\"><\/span><span style=\"font-weight: 400;\">Step 3: Map Out the Fields<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Data fields aren\u2019t necessarily the same from one system to another. So you need to map field names, sizes, types from one system to the other. We recommend using your vendor\u2019s services to help with this process. They know their software best. Use them.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_4_Clean_Up_Your_Old_Data\"><\/span><span style=\"font-weight: 400;\">Step 4: Clean Up Your Old Data<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Don\u2019t underestimate the time it takes to clean up the data. You may do this step before mapping fields, but sometimes customers need to understand what the data looks like in the new system before they find issues.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Take a close look at your data. Things will pop up\u2014outdated information, incorrectly formatted data, missing data. Now is the time to get your data in good shape. Clean data pays off in accurate reporting later.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_5_Import_and_Test\"><\/span><span style=\"font-weight: 400;\">Step 5: Import and Test<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once your data is complete and clean, your CMMS software vendor will import it into your software. After that process is finished, it\u2019s time to run some tests to make sure the right data is in the right place before \u201cgo live\u201d day.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We recommend testing to ensure\u2026<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">All field names are correct<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The correct data is in the correct fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Assets lists are complete<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Parts and inventory lists are complete<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Scheduled tasks have transferred correctly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Key historical data is available<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">[related-content]<\/span><\/p>\n<p><span style=\"font-weight: 400;\">MPulse can help. Start by downloading our free <\/span><a href=\"https:\/\/mpulsesoftware.com\/resource\/10-steps-successful-cmms-implementation\/\"><span style=\"font-weight: 400;\">cmms implementation guide<\/span><\/a><span style=\"font-weight: 400;\">. Make the most of our experience and knowledgeable staff.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019re not just a software vendor. We\u2019re your partner in CMMS success. Have questions? <\/span><a href=\"https:\/\/mpulsesoftware.com\/contact\/\"><span style=\"font-weight: 400;\">Contact us<\/span><\/a><span style=\"font-weight: 400;\">. We\u2019re here for you.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting started with a new CMMS can feel overwhelming. New software requires a lot more work after the decision is made. But, you can make it as painless as possible. These five steps outline how to implement a cmms system. How Is a CMMS System Implemented? Use this checklist to make your CMMS system implementation a success. Step 1: 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. Or, if it makes more sense, you can hire some help. Step 2: Decide What Data You Want to Keep If you\u2019ve decided to migrate to new software, there\u2019s usually a reason. And often it\u2019s because key needs aren\u2019t being met by your current system and your legacy data. Now is the time to review your data and make decisions about what you really need to keep. Another option is to simply start fresh. We\u2019ve had customers do this\u2014their legacy data remained where it was. They simply added assets, parts, and preventive maintenance schedules to the new CMMS system. Old work orders are left behind. Step 3: Map Out the Fields Data fields aren\u2019t necessarily the same from one system to another. So you need to map field names, sizes, types from one system to the other. We recommend using your vendor\u2019s services to help with this process. They know their software best. Use them. Step 4: Clean Up Your Old Data Don\u2019t underestimate the time it takes to clean up the data. You may do this step before mapping fields, but sometimes customers need to understand what the data looks like in the new system before they find issues. Take a close look at your data. Things will pop up\u2014outdated information, incorrectly formatted data, missing data. Now is the time to get your data in good shape. Clean data pays off in accurate reporting later. Step 5: Import and Test Once your data is complete and clean, your CMMS software vendor will import it into your software. After that process is finished, it\u2019s time to run some tests to make sure the right data is in the right place before \u201cgo live\u201d day. We recommend testing to ensure\u2026 All field names are correct The correct data is in the correct fields Assets lists are complete Parts and inventory lists are complete Scheduled tasks have transferred correctly Key historical data is available [related-content] MPulse can help. Start by downloading our free cmms implementation guide. Make the most of our experience and knowledgeable staff.\u00a0 We\u2019re not just a software vendor. We\u2019re your partner in CMMS success. Have questions? Contact us. We\u2019re here for you.<\/p>\n","protected":false},"author":6,"featured_media":5146,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[12],"tags":[],"class_list":["post-5145","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cmms"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.0 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Getting Started With A New CMMS | MPulse Software<\/title>\n<meta name=\"description\" content=\"Discover the key steps for getting started with a new CMMS. Make the process easier and ensure a smooth transition to the new software.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/mpulsesoftware.com\/blog\/cmms\/getting-started-with-a-new-cmms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Getting Started With A New CMMS\" \/>\n<meta property=\"og:description\" content=\"Discover the key steps for getting started with a new CMMS. 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