| Area | Sample Pre-work Questions |
| General | Existing Legacy CMMS system and version of software |
| General | Number of users currently using Legacy CMMS system |
| General | Location of users - onsite/remote ( Field service Engineers if any) |
| Process | Documentation or existing System Flowchart/Diagram of overall maintenance Process flow as it currently exists |
| Process | Top ten key issues/challenges faced by current legacy CMMS system |
| Process | Overview of customizations/Work-around implemented in curent legacy CMMS system to overcome key challenges |
| Process | Are workflows enabled in current system across processes automatically? |
| Process | Typical alerts that are provided by current solution? ( Breakdown/Predictive etc) |
| Process | What is current process for physical inventory - is it qtrly, yearly frequency? |
| Process | Are any of the assets tagged via barcoding or similar mechanisms? If not is that a functionality that is required? |
| Process | What is current process in place for Asset tracking and transfer to other locations within a company? |
| Documentation | What is level of documentation available on assets? |
| Documentation | What is level and quality of documentation available for all aspects of maintenance and operations? |
| Training | Are there available manuals/guides etc. for exsting system |
| Data | Current codification structure used in existing legacy CMMS system for material master and other masters |
| Data | Naming conventions in place for master data ( Important technical equipment |
| Data | Sample data file with 50-100 materials |
| Data | Number of different material types/classification |
| Data | Available Part list, Bill of material,with all levels, tool kit etc |
| Data | Volume of transactional data in current system. ( Maintenance orders, notificaitons etc.) |
| Data | Is there formal process ( Approved hierarchy) for deletion of master data elements? |
| Data | Typical data issues & integrity problems |
| Integration | Number of other systens ubtegrated with existing legacy CMMS system. |
| Integration | Type of integration. Bi-directional/uni-directional/Synchronus/Asynchronus |
| Integration | Are Stores and Purchasing well integrated to the exsting CMMS system? If not what are key issues/problems? |
| Master Data Governance | Current process for creation/approval of master data |
| Master Data Governance | Is there any process (periodic or otherwise) for data validation/cleansing |
| Master Data Governance | Any tools or utilities being used for master data validation? |
| Master Data Governance | is data created on centralized level or local for each dept? |
| Master Data Governance | Business users involved in validation of master data |
