How to choose the right CAFM system?
CAFM
How to choose the right CAFM system?
Author
František Hás
18 October 2024
Imagine a job where you have a perfect overview of all aspects of your property or facility. A CAFM system can help with that. But how to find the right one?
Do I need a system?
Before you start choosing, it's important to find out if you need such a system and what your specific requirements are.
Start by mapping out how you currently manage assets and facilities, and how you would like to do it in the future. Take into account your existing data sources, such as Enterprise Resource Planning (ERP) systems and Human Resources (HR) management systems. Based on this, select a suitable solution.
Essential functionalities
Determine what activities and areas the asset and facilities management system will be used in. Describe your current asset and facilities management process settings and decide whether you want to maintain or change and improve them.
Personnel provision
Have a person in the company responsible for selecting and implementing the system. Cooperation between the internal IT department and future system users is important.
Who are asset and facilities management systems for?
Asset and facilities management systems are useful for property owners, property management companies, operators, and tenants.
Examples of use in various industries
These systems are used in industry, logistics, shopping centres, office buildings, healthcare facilities, public administration, and building management (unit owner communities).
INSIO - Your partner for comprehensive company management
INSIO offers a wide portfolio of products for company management, which automate processes and ensure better management of company affairs. INSIO can:
Building and facilities management: Gain complete control over your buildings and facilities. Be sure that all inspections and maintenance will be performed on time.
Building surveys: Detailed records of all objects, spaces, technologies, and actions with a history.
Technical building management: Management of regular and operative maintenance and planning of service checks according to laws and regulations.
Energy management: Monitoring and evaluation of energy consumption.
Helpdesk: Entering and resolving requests with an overview of progress and status.
Documentation management and work: Management of CAD, GIS, and BIM models.
Document archiving: Centralized records and access to documents online and offline.
Work planning: Planning and recording work of technicians and suppliers with a mobile application.
Asset management: Overview of assets and their status.
Fleet management: Management and maintenance of vehicle.
Contract management: Easily retrieve any contract at any time and be sure that all contractual conditions are met.
Summary
Choosing the right asset and facilities management system can be crucial for better management of your company. Remember to map your needs, define the necessary functionalities, and ensure adequate support. The right choice will facilitate asset management and operational process optimization. Visit insio.cz and find out more about our products.
Do I need a system?
Before you start choosing, it's important to find out if you need such a system and what your specific requirements are.
Start by mapping out how you currently manage assets and facilities, and how you would like to do it in the future. Take into account your existing data sources, such as Enterprise Resource Planning (ERP) systems and Human Resources (HR) management systems. Based on this, select a suitable solution.
Essential functionalities
Determine what activities and areas the asset and facilities management system will be used in. Describe your current asset and facilities management process settings and decide whether you want to maintain or change and improve them.
Personnel provision
Have a person in the company responsible for selecting and implementing the system. Cooperation between the internal IT department and future system users is important.
Who are asset and facilities management systems for?
Asset and facilities management systems are useful for property owners, property management companies, operators, and tenants.
Examples of use in various industries
These systems are used in industry, logistics, shopping centres, office buildings, healthcare facilities, public administration, and building management (unit owner communities).
INSIO - Your partner for comprehensive company management
INSIO offers a wide portfolio of products for company management, which automate processes and ensure better management of company affairs. INSIO can:
Building and facilities management: Gain complete control over your buildings and facilities. Be sure that all inspections and maintenance will be performed on time.
Building surveys: Detailed records of all objects, spaces, technologies, and actions with a history.
Technical building management: Management of regular and operative maintenance and planning of service checks according to laws and regulations.
Energy management: Monitoring and evaluation of energy consumption.
Helpdesk: Entering and resolving requests with an overview of progress and status.
Documentation management and work: Management of CAD, GIS, and BIM models.
Document archiving: Centralized records and access to documents online and offline.
Work planning: Planning and recording work of technicians and suppliers with a mobile application.
Asset management: Overview of assets and their status.
Fleet management: Management and maintenance of vehicle.
Contract management: Easily retrieve any contract at any time and be sure that all contractual conditions are met.
Summary
Choosing the right asset and facilities management system can be crucial for better management of your company. Remember to map your needs, define the necessary functionalities, and ensure adequate support. The right choice will facilitate asset management and operational process optimization. Visit insio.cz and find out more about our products.
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XXXLutz s.r.o.
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Dušan Jedinák
Operations Director
KART s.r.o.
"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
Stanislav Stejskal
Financial Director
ALTRON a.s.
"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
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Blanka Kašáková
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Tomáš Korpáš
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"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
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"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
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Roman Marsa
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Facility Manager
XXXLutz s.r.o.
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Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"We had a vision of a paperless office. Thanks to INSIO, we have had a digital office since 2014."
David Jelen
CFO
NeoVize
"We have an overview of the entire purchasing process from orders, requisitions, invoice approval to documentation and access to all documents. All thanks to INSIO."
Marek Unčovský
Founder
RN Solutions a.s.
"Our invoice approval process across the entire group is now much faster. We have better oversight of processes and costs under control at the level of individual centers."
Květoslav Vilímek
Financial manager
COMFORT FINANCE GROUP CFG LTD
"Travel orders have been significantly simplified and clarified. Thanks to easy and quick approval, we can devote more time to our main activities in the field of pumps and valves."
Blanka Kašáková
Executive Assistant
KSB - PUMPY + ARMATURY
"The Helpdesk module has given us control over the management of our facilities. We have streamlined financial and operational processes, allowing us to focus on providing quality services to our clients."
Dušan Jedinák
Operations Director
KART s.r.o.
"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
Stanislav Stejskal
Financial Director
ALTRON a.s.
"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
Head of HR
YOUPLUS life insurance
"Thanks to INSIO, we have reduced the time for administrative work related to business trips, as well as errors and costs. We have achieved efficient work on shared documents online."
Roman Marsa
Project Manager
Porsche Czech Republic Ltd.
"INSIO has enabled us to precisely plan and oversee inspections and maintenance, allowing us to comfortably manage our stores."
Petr Choděra
Facility Manager
XXXLutz s.r.o.
"INSIO software monitors all maintenance, inspections, and work deadlines for us. Thanks to this, we have a complete overview of all activities in our buildings and facilities."
Tomáš Korpáš
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ENGIE Services a.s.
"We had a vision of a paperless office. Thanks to INSIO, we have had a digital office since 2014."
David Jelen
CFO
NeoVize
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Marek Unčovský
Founder
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"Our invoice approval process across the entire group is now much faster. We have better oversight of processes and costs under control at the level of individual centers."
Květoslav Vilímek
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COMFORT FINANCE GROUP CFG LTD
"Travel orders have been significantly simplified and clarified. Thanks to easy and quick approval, we can devote more time to our main activities in the field of pumps and valves."
Blanka Kašáková
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"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
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"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
Head of HR
YOUPLUS life insurance
"Thanks to INSIO, we have reduced the time for administrative work related to business trips, as well as errors and costs. We have achieved efficient work on shared documents online."
Roman Marsa
Project Manager
Porsche Czech Republic Ltd.
"INSIO has enabled us to precisely plan and oversee inspections and maintenance, allowing us to comfortably manage our stores."
Petr Choděra
Facility Manager
XXXLutz s.r.o.
"INSIO software monitors all maintenance, inspections, and work deadlines for us. Thanks to this, we have a complete overview of all activities in our buildings and facilities."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"We had a vision of a paperless office. Thanks to INSIO, we have had a digital office since 2014."
David Jelen
CFO
NeoVize
"We have an overview of the entire purchasing process from orders, requisitions, invoice approval to documentation and access to all documents. All thanks to INSIO."
Marek Unčovský
Founder
RN Solutions a.s.
"Our invoice approval process across the entire group is now much faster. We have better oversight of processes and costs under control at the level of individual centers."
Květoslav Vilímek
Financial manager
COMFORT FINANCE GROUP CFG LTD
"Travel orders have been significantly simplified and clarified. Thanks to easy and quick approval, we can devote more time to our main activities in the field of pumps and valves."
Blanka Kašáková
Executive Assistant
KSB - PUMPY + ARMATURY
"The Helpdesk module has given us control over the management of our facilities. We have streamlined financial and operational processes, allowing us to focus on providing quality services to our clients."
Dušan Jedinák
Operations Director
KART s.r.o.
"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
Stanislav Stejskal
Financial Director
ALTRON a.s.
"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
Head of HR
YOUPLUS life insurance
"Thanks to INSIO, we have reduced the time for administrative work related to business trips, as well as errors and costs. We have achieved efficient work on shared documents online."
Roman Marsa
Project Manager
Porsche Czech Republic Ltd.
"INSIO has enabled us to precisely plan and oversee inspections and maintenance, allowing us to comfortably manage our stores."
Petr Choděra
Facility Manager
XXXLutz s.r.o.
"INSIO software monitors all maintenance, inspections, and work deadlines for us. Thanks to this, we have a complete overview of all activities in our buildings and facilities."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"We had a vision of a paperless office. Thanks to INSIO, we have had a digital office since 2014."
David Jelen
CFO
NeoVize
"We have an overview of the entire purchasing process from orders, requisitions, invoice approval to documentation and access to all documents. All thanks to INSIO."
Marek Unčovský
Founder
RN Solutions a.s.
"Our invoice approval process across the entire group is now much faster. We have better oversight of processes and costs under control at the level of individual centers."
Květoslav Vilímek
Financial manager
COMFORT FINANCE GROUP CFG LTD
"Travel orders have been significantly simplified and clarified. Thanks to easy and quick approval, we can devote more time to our main activities in the field of pumps and valves."
Blanka Kašáková
Executive Assistant
KSB - PUMPY + ARMATURY
"The Helpdesk module has given us control over the management of our facilities. We have streamlined financial and operational processes, allowing us to focus on providing quality services to our clients."
Dušan Jedinák
Operations Director
KART s.r.o.
"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
Stanislav Stejskal
Financial Director
ALTRON a.s.
"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
Head of HR
YOUPLUS life insurance
"Thanks to INSIO, we have reduced the time for administrative work related to business trips, as well as errors and costs. We have achieved efficient work on shared documents online."
Roman Marsa
Project Manager
Porsche Czech Republic Ltd.
"INSIO has enabled us to precisely plan and oversee inspections and maintenance, allowing us to comfortably manage our stores."
Petr Choděra
Facility Manager
XXXLutz s.r.o.
"INSIO software monitors all maintenance, inspections, and work deadlines for us. Thanks to this, we have a complete overview of all activities in our buildings and facilities."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"We had a vision of a paperless office. Thanks to INSIO, we have had a digital office since 2014."
David Jelen
CFO
NeoVize
"We have an overview of the entire purchasing process from orders, requisitions, invoice approval to documentation and access to all documents. All thanks to INSIO."
Marek Unčovský
Founder
RN Solutions a.s.
"Our invoice approval process across the entire group is now much faster. We have better oversight of processes and costs under control at the level of individual centers."
Květoslav Vilímek
Financial manager
COMFORT FINANCE GROUP CFG LTD
"Travel orders have been significantly simplified and clarified. Thanks to easy and quick approval, we can devote more time to our main activities in the field of pumps and valves."
Blanka Kašáková
Executive Assistant
KSB - PUMPY + ARMATURY
"The Helpdesk module has given us control over the management of our facilities. We have streamlined financial and operational processes, allowing us to focus on providing quality services to our clients."
Dušan Jedinák
Operations Director
KART s.r.o.
"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
Stanislav Stejskal
Financial Director
ALTRON a.s.
"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
Head of HR
YOUPLUS life insurance
"Thanks to INSIO, we have reduced the time for administrative work related to business trips, as well as errors and costs. We have achieved efficient work on shared documents online."
Roman Marsa
Project Manager
Porsche Czech Republic Ltd.
"INSIO has enabled us to precisely plan and oversee inspections and maintenance, allowing us to comfortably manage our stores."
Petr Choděra
Facility Manager
XXXLutz s.r.o.
"INSIO software monitors all maintenance, inspections, and work deadlines for us. Thanks to this, we have a complete overview of all activities in our buildings and facilities."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"We had a vision of a paperless office. Thanks to INSIO, we have had a digital office since 2014."
David Jelen
CFO
NeoVize
"We have an overview of the entire purchasing process from orders, requisitions, invoice approval to documentation and access to all documents. All thanks to INSIO."
Marek Unčovský
Founder
RN Solutions a.s.
"Our invoice approval process across the entire group is now much faster. We have better oversight of processes and costs under control at the level of individual centers."
Květoslav Vilímek
Financial manager
COMFORT FINANCE GROUP CFG LTD
"Travel orders have been significantly simplified and clarified. Thanks to easy and quick approval, we can devote more time to our main activities in the field of pumps and valves."
Blanka Kašáková
Executive Assistant
KSB - PUMPY + ARMATURY
"The Helpdesk module has given us control over the management of our facilities. We have streamlined financial and operational processes, allowing us to focus on providing quality services to our clients."
Dušan Jedinák
Operations Director
KART s.r.o.
"The process from recording service tasks to invoicing has been simplified for us. Thanks to checklists and mobile signing, we have shortened the processing time."
Stanislav Stejskal
Financial Director
ALTRON a.s.
"The helpdesk from INSIO has brought order to our company. Now we communicate efficiently with customers and handle their requests quickly and on time."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"The online approval of purchase orders and an overview of the costs of individual objects enabled us to reduce the overall costs of our clients and optimize the delivery of our services."
Tomáš Korpáš
Director of Facility Management
ENGIE Services a.s.
"Task automation has allowed us to dedicate more time to strategic activities and employee development. Our HR processes are now simpler."
Lucie Urbanová
Head of HR
YOUPLUS life insurance