We understand that introducing a new CAFM solution is both an exciting transformation and a significant organisational shift. That's why we guide you every step of the way, ensuring minimal disruption and maximum impact.
Your journey with Tabs FM starts with a dedicated Project Manager — an experienced specialist guiding you from project scoping to full system deployment.
1. Project Scoping & Discovery
We open with a comprehensive scoping session to capture your needs early and tailor the system to your operation. Outputs: a clear, documented proposal including scope, infrastructure, data, timelines, and risk mitigation.
Infrastructure Review – ensuring your network and hardware support your CAFM goals
Data Assessment – evaluating source structures and migration needs
Workflow Mapping – understanding your business processes and training needs
Risk & Timeline Planning – identifying blockers early to avoid delays
2. Pre-Installation Setup & Data Migration
Once scoped, we prepare your system and your data ahead of the live roll-out.
We provide data templates for you to populate key records
Offsite system configuration based on your templates
Loading and validating imported data before the live roll-out
3. Configuration, Custom Development & Integration
Our solution is modular and flexible, and your Project Manager will help to:
Configure modules around your unique workflows
Set up user-based roles and permissions
Identify and deliver custom development to meet specialised needs
Support API integrations with systems such as Sage, Azure, Okta, Google, Outlook and SFG20 for seamless interoperability
4. Training & Go-Live
We craft a tailored learning plan to match various user roles — frontline technicians, supervisors, IT and admin staff. Hybrid in-person and remote tutorials are available, making your team CAFM-ready.
Live, role-based training sessions
Real-world scenarios and hands-on exercises
Ongoing support throughout cutover for smooth user adoption
5. Post-Go-Live Support & Continuous Improvement
Our commitment doesn't end at launch. We provide long-term support and strategic guidance to help you get the most from your investment. This proactive approach ensures your system evolves with your needs and continues to deliver measurable value.
Dedicated Account Management – a named point of contact who understands your system setup, priorities and roadmap, supporting regular reviews, recommending enhancements and acting as your voice within Tabs FM
Helpdesk & Ticketing – fast, UK-based support with defined SLAs for fault resolution and usage queries
Ongoing Training – refresher sessions, onboarding for new staff and updates on new features
Health Checks & System Audits – periodic reviews to ensure system optimisation, data quality and user adoption remain high
