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Synterprise Ensures a Successful Software EAMS Selection Project by Following the Right Process

What steps should be followed when conducting an Enterprise Asset Management System (EAMS) software selection process? It involves a lot more than just finding a reputable software vendor or reseller.

The outline below is an abbreviated version of the EAM software selection process used by Synterprise. This methodology is based on real-world experience and industry best practices. Synterprise consultants have many years of experience with software selection and EAMS implementation projects. This document represents a general process flow which would be tailored to fit a company’s specific needs.

Software selection consists of five individual steps within a much larger process. The entire process itself can span months or even up to a year, depending on the number of internal resources available for the project.

Starting the software selection process with the right project plan is essential to selecting and implementing the most appropriate software. An actual EAM selection plan and process would include far more detail. It would include several specific selection criteria based on technical considerations. Likewise, it would address integration issues specific to a company’s “current state” work processes and expected “future state” work processes and performance expectations. For example: Does the new EAM require “scalability” to allow for expected company growth? What else will interact with the new EAM. . . GIS, Lock-Out-Tag-Out, bar code, accounting system, etc.?

Software Selection Research and Planning (Abbreviated version)
  Obtain Initial Executive Sponsorship and Support
  Form a Steering Committee
  Review Key Business Initiatives and Long-Term Strategic Goals
    Interview Corporate Executives and Senior Management
    Interview Information Technology (IT) and Operations Managers
  Identify Internal and External Stakeholders
  Clarify Objectives and Constraints
  Perform a High-Level Needs or Requirements Analysis
  Develop a Detailed Plan for the Study/Selection Project
    Define Project Structure
    Define Project Scope
    Identify Project Phases and Tasks
  Prepare a Business Case
  Obtain Executive Level Support
    Obtain Approval of Project Plan & Resources
Software Requirements Identification and Request for Proposal Preparation
  Requirements Definition
    Prepare the Functional Requirements Definition
Synterprise has a detailed “score sheet” for developing functional requirements. The score sheet consists of over 700 questions. These questions are based on typical maintenance management and outage management operating scenarios. The result of using the Synterprise Evaluation Methodology is an objective evaluation of competing software instead of a subjective one. An example is as follows:
  Interview Functional Areas Key Stakeholders
  Prioritize Requirements
  Review Completed Requirements with Project Team
  Create a Draft Request for Proposal (RFP)
Software Vendor Evaluation
  Conduct Remote Demonstrations
  Finalize RFP and Transmit to Vendor Short List
  Conduct On-Site Demonstrations with Short List Vendors
Software Vendor Selection
  Evaluate RFP Responses
  Negotiate Contract