March 21, 2023

Securing Approval for Your CMMS Purchase or Upgrade


A Step-by-Step Guide to Getting Budget Approval for Your CMMS

A computerized maintenance management system (CMMS) can be a valuable tool for streamlining and optimizing maintenance operations in your facility. However, getting budget approval for a CMMS purchase or upgrade can be a challenging process. Here are some steps you can take to increase the chances of securing approval for your CMMS investment:

  • Identify the problem: Before you can make a case for a CMMS, you need to identify the problem that the software is going to solve. This could be anything from a lack of visibility into maintenance operations to an inability to track equipment and inventory.
  • Quantify the problem: What is the current way of addressing the problem cost in terms of man-hours? Is your current problem costing you additional time due to audit findings, equipment downtime, overtime hours, or other factors? Be specific and quantify the problem as much as possible.
  • Research solutions: Once you have identified and quantified the problem, research different CMMS solutions and compare their features, pricing, and support options. Be sure to select a system that is compliant with any relevant regulations and can provide the necessary documentation and reporting.
  • Create a business case: A business case is a document that outlines the problem, the proposed solution, and the potential benefits of the investment. This should include a detailed cost-benefit analysis, including projected ROI, and any other relevant information.
  • Get buy-in from key stakeholders: Before presenting your business case to decision-makers, it’s important to get buy-in from key stakeholders, such as other users of the system, department heads and managers. This will help to build support and ensure that the implementation of the system will be successful.
  • Prepare an implementation plan: how much time will it take to implement the CMMS? Who needs to be involved in the implementation? Be sure to identify all potential users and other stakeholders.
  • Prepare for questions and objections: Decision-makers will likely have questions and concerns about the proposed investment. Be prepared to address these and provide additional information as needed.
  • Follow up: After presenting your business case, follow up with decision-makers to ensure that they have all the information they need to make a decision.

By following these steps, you can increase the chances of securing approval for your CMMS purchase or upgrade. Remember to be persistent, provide a clear and compelling case, and be prepared to address any objections or questions that may come up.

For more information and a personalized look at a CMMS, schedule a demo here.

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