CAFM system procurement playbook

This playbook provides guidance for successful CAFM procurement.

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CAFM system procurement playbook

A CAFM system helps Estates and Facilities Management (FM) teams manage assets, maintenance, space, compliance, helpdesks and more. Procuring such a system requires a strategic approach, clear requirements and stakeholder engagement to ensure it delivers value.

The playbook includes:

  • Phase one: discovery and planning
  • Phase two: requirements and specification
  • Phase three: market engagement
  • Phase four: procurement and evaluation
  • Phase five: award and mobilisation
  • Phase six: implementation and adoption
  • Phase seven: post implementation review
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