4 Steps New Customers Must Take to Implement iOffice

by George Banos on September 25, 2014

Once you have selected iOffice as your Integrated Workplace Management Solutions (IWMS), implementation is the critical next step.  We want this phase of our relationship to be fantastic!  In order to be fantastic, we all need to be on the same page.  With every implementation we provide a detailed plan that includes individual steps, time frames and assignments, however we wanted to highlight some critical elements! 

Step #1: Identify your path to prosperity

Every business transaction has a basic workflow.  Someone needs something from someone and someone has to deliver that something.  We know that you have thought about this concept because you have iStock_000009052050Smallinvested in an IWMS!  So, we are going to assume you want to create a more efficient, productive method for tracking and delivering the “something”.  In order for us to establish this “path to prosperity” we have to understand how things work now.   For example, who and how do folks request service?  How do you track and execute on requests?  Who else needs the information?  You get the idea!  You may not have it written down, but I guarantee it is stored in your mental filing cabinet.  We need to unlock the files so that we can understand the current business process and the stakeholders involved so that we can make recommendations based on best practices and configure the software to satisfy your requirements. 

Step #2: Gather your someone’s

In order for you to effectively deliver workplace services through your IWMS portal, the portal must have a robust list of those that serve and are being served. So, one of the four critical elements of the implementation process is gathering occupant data. It may not be 100% accurate, but that’s ok, we have to start somewhere! Besides, that is part of the IWMS job – to help track occupant location and monitor services they require. Some typical resources include your HR system like Peoplesoft or Workday or ActiveDirectory. We can take a data export or set up an automated process to keep your HR and IWMS in synch. 

Step #3: Locate your someone’s & something’s

Regardless of whether you have assigned or variable spaces, it is critical to be able locate and visualize your  “someone’s” and “something’s” in the workspace in order to deliver services.   So, another critical element of the implementation process is gathering floor plan data.  The favored format is either AutoCAD or Revit.  These formats ensure we can map your critical workspace elements so that you can readily understand how space is used, effectively deliver services and plan for the future.

Step #4: Meet your guide

During implementation, iOffice assigns an Implementation Manager to coordinate and manage the complete implementation process.  They lead discussions, coordinate specialized resources and configure the portal to meet your requirements.  We need a mirror resource from you.  A single point of contact to help coordinate your critical resources and navigate your environment ensures that we all remain on the same page throughout the process.  The end result is a solution that is implemented correctly and in a timely manner. So, when asked about implementation, you will surely say “it was fantastic!”.


George Banos

George Banos, joined iOFFICE in 2010 and specializes in solving workplace management challenges and improving facility operations by engaging with clients from discovery to implementation.

Capterra Ratings: ★★★★★ 4.5/5