What does effective CMMS onboarding look like?
Based on our experience with hundreds of implementations, ideal onboarding has clear phases that build on each other.
Weeks 1 to 2: Foundation and quick wins
You get a dedicated customer success manager assigned from day one. They help with data migration and getting your assets, vendors, and locations into the system. Initial configuration happens fast, so you can start using core features immediately.
Your first work orders get created and processed during this phase. Not theoretical training examples, but real maintenance requests from your actual operations. At Ecotrak, the CSM kickoff call establishes your goals and timeline so everyone knows what success looks like.
Weeks 3 to 4: Team enablement
This is when your whole team gains access to on-demand training libraries. Admins learn different features than technicians because their roles require different knowledge. Mobile app setup for field teams happens here, along with PM schedule migration and activation.
Weeks 5 to 6: Optimization and expansion
Vendor network integration connects you with Ecotrak's Service Provider Directory. Reports and dashboards get customized to show the metrics that matter to your operation. Advanced features like AI tools and digital assessments activate as you're ready for them.
Performance baselines get established so you can measure improvement. Ecotrak's EMA bot gets trained on your data and starts answering questions immediately.