Professional Services
Your Implementation,
Our Expertise
Software is half of an EAM rollout. The other half is configuration, data, and training. We work alongside your team through implementation, data migration, and training so you go live with a system configured to the way you actually work.
We Work Alongside Your Team
AssetOptics is a full enterprise asset management platform. Getting it right means configuring it to your asset hierarchy, your workflows, your data, and your team's roles. We bring the EAM expertise; you bring the knowledge of how your organization operates.
We partner with organizations of all kinds: those migrating from a legacy CMMS, those getting off spreadsheets and whiteboards entirely, and those running complex multi-site or multi-country operations that need a phased rollout. We've done all of it.
And because AssetOptics includes a bundled Salesforce Platform license, you don't need an existing Salesforce relationship to get started. We handle the Salesforce environment as part of the engagement.
What's Included
Every engagement is scoped to your organization's needs. Most include a combination of implementation, data migration, and training delivered as an integrated package.
Implementation
Together we assess your business processes, configure AssetOptics to match how your team operates, and get you live with best-practice recommendations built from decades of EAM experience.
- Business process assessment and recommendations
- System configuration and customization
- Asset hierarchy and location structure setup
- User roles, permissions, and security model
- Integration with existing Salesforce CRM (if applicable)
- User acceptance testing support
- Go-live support and post-implementation review
Data Migration
Whether you're moving from a legacy CMMS, an older EAM platform, or decades of spreadsheets and paper records, we handle the data so it arrives clean, validated, and ready to use.
- Assessment and mapping from legacy systems
- Migration from pen-and-paper or spreadsheet records
- Data cleansing, deduplication, and standardization
- Asset hierarchy and equipment record migration
- Work order and PM history migration
- Inventory, parts, and supplier data migration
- Validation and reconciliation before go-live
Training
Training happens in your own configured org, with your assets and workflows. Role-based sessions ensure technicians, planners, administrators, and managers each learn what's relevant to their workflow.
- Role-based sessions: end user, power user, administrator
- Hands-on exercises in your configured org
- Remote and on-site delivery options
- Training documentation and reference materials
- Train-the-trainer programs for internal scale
- Ongoing refresher training available post-go-live
Multi-Site Deployments
One plan across every plant, campus or region.
Phased Rollouts
Go live one site or division at a time, not all at once.
ERP Integrations
Connect to SAP, Oracle and other ERPs.
Legacy CMMS Migrations
Move off Maximo, Infor EAM or others with your history intact.
We Handle the Complex Ones
Multi-site operations, phased deployments across divisions, integrations to ERPs like SAP or Oracle. These aren't edge cases for us. We've managed them before and we'll scope yours accordingly.
If your organization is moving off a legacy CMMS like Maximo, Infor EAM (Datastream), or anything else, we understand those systems and can plan a migration that preserves your historical data without the chaos of a big-bang cutover.
Not sure what your implementation will look like? Start with a conversation. We'll scope it honestly and tell you what's involved before any commitment is made.
Don't Have Salesforce? That's Fine.
Every AssetOptics subscription includes a bundled Salesforce Platform OEM license. You don't need an existing Salesforce environment. We set everything up as part of the engagement.
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