CAFM and IWMS Systems

Describe the outcome required as well as the immediate issue. The starting information should identify the location, people affected and any change in use, so the assessment addresses the current requirement rather than simply repeating the previous arrangement.

The brief can include requirements, data preparation, workflow design, configuration and migration planning. It identifies users, roles, reporting and handover. Procurement, licences and implementation support must have an explicit scope rather than be assumed from a software demonstration.

A configured workflow is not evidence that a service is being delivered. The system needs accurate assets, clear responsibilities and usable completion records. Permissions, supplier access and export arrangements should be agreed before records are committed to a platform.

The proposal identifies the responsibilities that remain with the site or property team and the work included in our instruction. Connected repairs and specialist activities receive their own clear scope, so each person understands what they must arrange and what records they will receive.

Provide current processes, asset and work-order data, reporting requirements and user groups. Identify the operational owner and IT contacts. Agree the minimum functions and the problems that must be resolved before wider configuration is considered.

We establish requirements and data readiness, then define the configuration and migration scope. Workflows are reviewed with the people using them. Handover includes role guidance, data definitions and support responsibilities, with unresolved items recorded.

For several sites, we agree consistent reporting and escalation while retaining local contacts and operating requirements. Each action stays connected to its building or service area, with a named route for decisions that affect the wider operation.

User numbers, licences, data quality, integrations and configuration depth affect cost. Recurring subscriptions and support should be visible alongside setup. Compare the complete operating arrangement rather than the initial licence price.

Tell us about operating hours, critical periods and the activities that must continue. The programme and price should reflect those constraints, including any phased delivery, additional access arrangements and reporting needed by the operational team.

Offices need work coordinated with staff and visitors. Retail needs trading and deliveries considered. Hospitality brings guest areas and food operations into the brief, while education needs access planned around teaching. Our complete service and project offering supports all sectors, with the arrangements based on each site's actual activity.

We cover Northumberland, Tyne and Wear, County Durham and Tees Valley, including Berwick-upon-Tweed, Alnwick, Morpeth, Hexham, Newcastle, Gateshead, Sunderland, Durham, Darlington, Hartlepool, Stockton-on-Tees and Middlesbrough. View all locations.

For a multi-site requirement, provide the local contact and working restrictions for each address. A common service brief still needs the differences between premises recorded.

Read building management systems explained and recording maintenance evidence. Official guidance provides the relevant context for this service. Browse the Knowledge Centre.