How to effectively move software providers
This playbook explores effectively transitioning IWMS suppliers.
Track condition, location, value and lifecycle of assets with a structured, standardised approach.
Stay in control of the day-to-day running of your buildings and services.
Keep track of all the land, buildings, leases and agreements you’re responsible for.
Plan, track and deliver estates and property projects on time and on budget.
Manage and improve how your buildings and spaces are used intelligently.
Ensure every task, inspection and audit is tracked, evidenced and aligned with your duty of care.
Make sure that any high-risk or routine work is done safely and properly approved before it starts.
Remove the admin nightmare and makes PAM easy to manage and add real value to your Trust.
Put field data collection in your pocket. Capture everything on the go: online or offline.
Take control of your key issuance digitally, giving you full control, reducing risk and saving time.
Transform operational noise into strategic insight and clarity.
Make it easy for teams to book and manage shared resources across your estate.
Concerto provides purpose-built construction project management software tools tailored to estates, maintenance, refurbishments and capital programmes, helping you plan, track and deliver with confidence.
Track costs, approvals, contracts and milestones in real time to catch issues early, control spend and support successful delivery. This makes Concerto ideal for capital works project management across portfolios of projects.
Keep approvals, audit trails and stakeholder communication clear so the whole team stays aligned throughout every stage of the project lifecycle.
As part of a fully integrated IWMS, project data flows directly into live operations for maintenance, assets and estates - eliminating duplication and improving outcomes.
Without it I don't think we'd be able to do our jobs as effectively as we do.
Stay confident with built-in governance, document control and stakeholder visibility that support informed decision-making throughout your project lifecycle.
Monitor budgets, detect overspend early and hold suppliers accountable, with cost-focused features designed to protect value on every job.
Keep your projects connected to assets, buildings and maintenance plans. With robust construction project tracking and reporting, data flows instantly into live operations and eliminates delays and missing information.
Collaborative planning tools · Customisable project templates · Integrated document and evidence management · Task management and Gantt views · Live dashboards and reporting · RIBA Plan of Work alignment · Risk, issue and change control · Role-based workflows · Stage gate controls and governance
Budget and funding management · Business performance tracking · Change control and variation management · Fee and contract oversight · Live governance dashboards · Orders and invoicing · Programme and portfolio management · Risk and issue registers with audit trails · Permissions and approvals tools · Timesheets and expenses · Workflow automation
CDM duty holder risk tracking · Customisable risk scoring · Linked risks across project stages · Mitigation and review tracking · Project-level aggregation · RIDDOR event logging · Risk dashboards and escalation paths · Structured risk registers
Get expert insights, stay up to date with the latest proptech trends, and explore real-world customer success stories.
This playbook explores effectively transitioning IWMS suppliers.
Facilities management is evolving rapidly, driven by technological advancements and the increasing need for efficiency, sustainability, and resilience...
Concerto has been supporting the Government of Jersey since 2015, transforming their helpdesk and driving efficiencies.
Effectively manage your project budgets by tracking spend, forecasting costs, and monitoring progress seamlessly with Concerto and Mobiess.
Effective project budget management involves detailed tracking of expenditure, accurate cost forecasting, managing contractor payments and maintaining transparency throughout the project lifecycle. Concerto IWMS enables precise control over your budgets by allowing real-time visibility into spend, automated tracking of invoices and payments and clear reporting against planned versus actual costs.
Concerto also simplifies the management of key contract events, such as Architect's Instructions, Compensation Events, Early Warnings, and Variations, particularly for structured contract forms like NEC3. Additionally, Mobiess supports effective snagging by capturing defects or issues directly in the field via mobile devices, ensuring rapid resolution and accurate financial tracking.
Should your organisation require expert support, Bellrock's professional project management and quantity surveying teams offer specialist services, including budget setting, cost control, contract administration and financial oversight, ensuring your projects remain compliant, transparent and financially controlled from start to finish.
Concerto gives you full control over your property and facilities projects from start to finish. Whether it’s a refurbishment, new build or sustainability upgrade, you can plan, track and deliver it all in one place. Unlike standalone tools, Concerto links projects directly with assets, budgets, contractors and compliance so you stay in control, avoid duplication and keep things moving. It’s designed for both day-to-day works and major capital programmes.
Concerto is an all-in-one project management solution that brings cost control, scheduling, risk management, and reporting into a single connected platform, helping project teams deliver on time, on budget, and to scope. Projects can be set up quickly using tailored templates, with defined objectives, stakeholders, site details, and linked assets. Multi-stage approval workflows ensure governance is met from the outset. Budget management tools allow you to set and track CapEx and OpEx budgets, monitor committed versus actual spend, and integrate seamlessly with finance systems such as SAP, Oracle, and Unit4. Automated alerts flag overspend or budget variances before they become an issue.
Concerto's task and milestone management features include interactive Gantt charts, team or contractor assignments, mobile progress updates, and deadline reminders. Document control is built-in, enabling secure storage of contracts, drawings, permits, and manuals with version control and access permissions, keeping your projects fully audit-ready. Risk and issue tracking tools maintain live risk registers with scoring by likelihood and impact, while dashboards provide visibility across individual projects or entire programmes. Contractor oversight is made easier with performance tracking, SLA monitoring, site visit logs, and a secure contractor portal for progress updates.
When it's time for handover, Concerto streamlines the process by capturing final documentation, tagging and linking new assets to the register, reconciling budgets, and recording lessons learned. For organisations managing multiple projects, programme and portfolio views deliver high-level dashboards by region, department, or strategic goal. Fully mobile-ready, Concerto keeps office and field teams in sync with real-time updates, photo uploads, and remote access to progress, risks, and costs, ensuring every project stays on track from concept to completion.
Concerto gives you much more than just reports. It helps you understand what’s really happening across your estate, in real time. Whether you’re tracking maintenance, managing compliance or planning budgets, Concerto turns data into insight. From personalised dashboards to live alerts, every part of the platform is built to help you monitor performance, spot trends and make informed decisions. It’s ideal for FM teams, compliance leads, finance officers and anyone responsible for making estates work better.
Concerto offers powerful built-in analytics, combining real-time dashboards, visual reports, and forecasting tools to give estates and facilities teams a clear view of everything from daily operations to long-term capital planning. Custom dashboards are role-specific and easy to personalise, displaying live status updates and performance indicators. Users can drill down from a high-level portfolio view to detailed information on individual sites, jobs, or assets.
The platform supports KPI and SLA tracking, giving visibility into key metrics such as the percentage of planned preventative maintenance (PPM) tasks completed on time, average response and fix times, compliance pass rates, and cost per asset, site, or square metre. Visual reporting tools include charts, heatmaps, and trend views, and reports can be exported in Excel, PDF, or CSV formats. These can also be scheduled for automatic delivery to stakeholders or teams, reducing the need for manual reporting.
Concerto includes forecasting tools to help predict future maintenance costs, asset lifecycles, and contractor performance. This allows teams to monitor reliability, plan future staffing requirements, and manage budgets more effectively. Compliance analytics are built in, with live scorecards showing expired or overdue certifications, non-conformance trends, and how quickly corrective actions are being closed out.
Financial teams benefit from detailed insights into CapEx and OpEx, as well as comparisons of budgeted versus actual spend. Concerto can also integrate with ERP platforms like SAP, Oracle, and Unit4 for a seamless financial reporting workflow. Space and occupancy analytics help monitor how buildings, desks, and rooms are used, identify underutilised areas, and support hybrid working and sustainability initiatives.
Real-time alerts can be configured to flag missed SLAs, overdue tasks, or other important triggers. These alerts help keep teams informed and can automatically trigger actions or escalations without the need to manually check reports.
For organisations that use business intelligence platforms, Concerto integrates with tools like Power BI, Tableau, and Qlik. This makes it easy to combine facilities management insights with broader business data for more strategic decision-making.
Concerto's analytics capabilities are used by a wide range of roles. Facilities teams rely on them to stay on top of jobs, assets, and SLAs. Compliance leads use them to manage inspections and risk. Finance teams track spend and forecast costs. Executives make informed, data-driven decisions, and engineers and contractors use the data to prioritise their work based on real need and performance.
By replacing guesswork with reliable insight, Concerto helps teams work smarter, respond faster, and maintain clear audit trails. The result is better decision-making, real-time visibility, easier planning, and improved compliance across your estate.