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IWMS Migration Toolkit

Two free, vendor-neutral checklists - a Migration Checklist & a Vendor Evaluation Checklist - to help you scope your migration, protect your data, and choose your next system with confidence. Built from 40 years of helping organizations move their RE & FM data.

Most IWMS migrations don't fail on technology.
They fail on planning.

Your IWMS holds years of space, lease, asset and maintenance history. Transitioning from one system to another means untangling integrations, cleaning data nobody has touched in years, and keeping day-to-day operations running while the switch happens.

The projects that migrate smoothly tend to consider three things early in the process:

  • They define what success looks like before talking to vendors.
  • They audit their data before they move it, not after.
  • They evaluate vendors against their own clearly defined requirements, not a feature demo.

Fill out the form on this page to access a Migration Checklist, and a Vendor Evaluation Checklist that are built to help you do just that.

Request the checklists

WHERE PLANON FITS

Whatever you choose, we're here to help you move well.

Planon has helped more than 3,000 organizations move their real estate and facilities data onto a modern platform. We put this checklist together because a well-planned migration is good for everyone, regardless of which platform you land on.

Why teams consider Planon:

  • A proven migration approach: structured methodology, data mapping tools and an experienced team, including an extensive partner network.
  • One integrated platform: space, real estate, assets, maintenance, sustainability, and workplace services in a single system.
  • Configured, not customized: Planon's configuration tools keep you on the latest release without costly upgrade projects.
  • Long-term partnership: Planon has spent 40+ years on the market honing our solutions for 3,000+ customers, with offices in 16 countries.

Talk to a migration specialist Explore Planon's Demo Library

“Before the consolidation project, we had multiple FM-system environments, including Archibus, FM Systems, Corrigo and Planon. The different environments were not standardized on a single platform. The goal was to get into one system that is used across the whole company.”

Senior Manager of Data and Technology for Global Real Estate, California-Based Global Media Conglomerate

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“The leadership was very excited about having important facilities data summarized and available to them in an easy-to-access format. That’s not something we’ve really been able to do in the past with our maintenance data.”

Jen Fullerton

Business Analyst

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Brown University building

“We were impressed with the consistency and cleanness of the user interface of Planon’s Campus Management Solution offering across all modules. The system seemed very configurable to meet our needs end-to-end, and the ease-of-use weighed heavily on our decision. We conducted a lengthy, extensive selection process and gained a consensus across multiple departments that Planon was the best solution to meet our needs.”

Monty Combs

Director of Systems & Services

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"Planon gave us true transparency – not just for facilities, but for end users as well. We went from not even having a preventative maintenance system to having full visibility across all facilities equipment.”

Nic White

Director of Facilities, California-based cancer detection biotech company

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Brown University building

The BAS Planon integration has transformed our processes. What was completely manual is now automated and streamlined, allowing our team to shift their focus to important, critical tasks.

Colin D. Johnson

Senior Applications Support Specialist, Brown University

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Modern office

“The [Planon] solution allowed us to reduce our maintenance backlog by 50% within three months and allows us to move from a reactive maintenance model to a preventive one.”

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Elizabeth Harris

Business Information Systems Manager, KCL Estates & Facilities

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Singapore Management University

Planon’s IWMS has provided us with an efficient, real-time solution to our workplace and facilities challenges.

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Haslinda Shamsudin

Project Manager, Office of Campus Development, Singapore Management University

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California State University Long Beach campus.

The goal of the CSULB facilities team is to improve its level of service to the entire CSULB community. Equipped with Planon’s IWMS, the facilities team will improve key processes, data management, and keep all stakeholders better informed with the status of the work requested on campus.

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California State University, Long Beach

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