Our Step-by-Step CAFM & IWMS Implementation Roadmap


Our Proven CAFM & IWMS Implementation Roadmap

Successfully deploying a Facilities Management system requires more than just technical setup; it requires a strategic alignment of people, processes, and data. At Elderbray Limited, we follow a rigorous 7-step methodology to ensure your investment delivers maximum ROI.

1. Discovery & Requirement Gathering

We begin by auditing your current estate management workflows. We identify "pain points," define key performance indicators (KPIs), and ensure the software functional requirements align with your institutional goals.

2. Strategic Data Scrubbing & Migration

The biggest risk to any implementation is "dirty data." Our experts oversee the extraction, transformation, and loading (ETL) of your asset registers, floor plans, and compliance records to ensure a "single source of truth" from day one.

3. System Configuration & Prototyping

We configure the IWMS environment to match your specific operational needs—from reactive maintenance workflows to long-term lifecycle planning—ensuring the interface is intuitive for both engineers and management.

4. Integration & Technical Alignment

Our team ensures your CAFM system talks to your existing tech stack, whether it’s Finance (ERP), HR systems, or IoT building sensors, creating a seamless flow of information across your organisation

5. User Acceptance Testing (UAT)

Before going live, we conduct rigorous UAT sessions. We stress-test the system with real-world scenarios to ensure every module performs exactly as expected under operational pressure.

6. Comprehensive Training & Change Management

A system is only as good as the people using it. We provide tailored training sessions for different user groups, from site technicians to executive leadership, ensuring high adoption rates.

7. Go-Live & Post-Implementation Support

We provide "hand-holding" during the critical transition period. Once live, we conduct a post-implementation review to optimize performance and ensure the system is scaling with your estate's needs.

Why Partner with Elderbray for Your Implementation?

While software vendors focus on their product features, we focus on your operational success. Implementing a CAFM or IWMS is a significant investment; we ensure it doesn't become "shelf-ware.

  • Software Agnostic Expertise: We aren't tied to a single vendor. We provide honest, unbiased advice on which platform—be it Planon, MRI, Archibus, or others—actually fits your specific estate requirements.


  • Specialists in Complex Estates: With deep experience in the Higher Education and Public Sectors, we understand the nuances of managing diverse property portfolios, from heritage buildings to high-tech laboratories.


  • Data-First Approach: Most implementations fail because of poor data. We prioritize data integrity and migration strategy at the start, ensuring your reporting is accurate from day one.


  • Bridge the Gap: We act as the translator between your IT department, your Facilities team, and the software vendor to ensure nothing is "lost in translation" during the build.


  • UK-Based Consultancy: Based in the UK, we offer on-site support and a deep understanding of local compliance standards and FM best practices