Steps to Success

This section will list ten of the steps recommended for a smooth and successful implementation and/or transition from other platforms to SOMAX WEB and MOBILE applications. While not all users will be using all ten steps these ideas SOMAX have been utilizing since 1988 for successful implementation. 

    1.  Organizational structure  - decide in the beginning who is responsible for the installation and implementation of SOMAX, having a direct line of authority and communication contact point will eliminate many pitfalls and drive the solution.

    2.  Security clearances - decide in the beginning who and how the users will be structured, changing security profiles after training is completed requires additional training.

    3.  Hardware selection - Discuss this with SOMAX prior to purchasing, although SOMAX does not recommend devices and/or manufacturer's SOMAX has experience and certain requirements are necessary for the product to perform properly.

    4.  Hardware / Software testing - Perform extensive hardware and support software testing on all devices including WiFi for mobile. Many times training and implementation is delayed due to finding issues creating additional delays

         and perhaps additional costs.

    5.  Data Sources and Manipulation - Determine where the current data is stored if the user is going to use existing data from another platform, discuss this with SOMAX before starting the implementation and make the necessary decisions as to what is being uploaded, SOMAX can at that time determine the scope and time demand to perform the manipulation necessary and upload viability of the data. In new implementation of SOMAX a determination as to who will be entering the data is necessary.

    6.  Training - Determine a training schedule, there are several ways to accommodate training, Support Site, Webinar, Phone Support, and On Site, it is recommended that at minimum the System Administrator have sufficient training to “Train the Trainers.”

    7.  Funding - While not overly expensive, CMMS systems are an expense, if there are no funds available perhaps a short discussion with a trained SOMAX representative can help identify ideas to quantify savings thereby justifying the funding.

    8.  Data Record Entry - Determine at the very onset of implementation, particularly a new implementation what the acceptable minimal level of data entry is required for the site. SOMAX requires a very minimum number of fields to be populated to start implementation, our reason is simple. On new implementations, a recommendation is to do it right the first time.

    9.  Labeling - While labeling is time consuming and not necessary for functionality of SOMAX, labeling will drive significant cost savings in maintenance labor and provide for very detailed reporting.

   10.  Reporting - Make decisions working with your SOMAX implementation team deciding on which metrics are desired and during implementation develop the necessary "customized" reports while SOMAX is training your staff.