Being Tech Savvy Shouldn’t Be A CMMS Software Usage Requirement

We use software daily whether it is to order food from our smartphones, post on social media, or draft spreadsheets in Excel.

While software has become ubiquitous in our daily lives, the adoption of CMMS software in the Facilities Management industry is still lower than where it should be. One often-cited reason is that many people within this industry are not tech-savvy enough. Legacy CMMS software tended to be complex and would require formal training in order to use. This begs the question: Can CMMS Software be made so simple and user-friendly that training is no longer required, and with easily available online resources, users can pick it up, just as many of us have learnt to shop online without formal training?

At FacilityBot, we believe that the answer is “yes”. Rather than having the mindset that extensive formal training is a “necessary evil” for CMMS implementation, we think that the onus is on CMMS software developers to consider how they can make CMMS software simpler and more user-friendly so that formal training is no longer a must.

How CMMS Software can be made more User Friendly

(1) Be Mobile-First

At the minimum, CMMS systems must be mobile-first. Requestors, responders, managers, and admins must be able to access the system and receive updates on their mobile phones. Mobile App support is a basic requirement for all modern CMMS systems. In particular, day-to-day activities such as fault reporting, making service requests, receiving alerts, updating ticket status, and updating checklists should be supported on the mobile app.

Requestors, such as building occupants, expect to be able to report issues through their phones, without having to make a phone call. Responders also expect to be able to be alerted on their phones and then easily be able to upload completion images and update the status of tickets.

At FacilityBot, we have gone a step further for Requestors, to pioneer the messaging-first CMMS approach, where Requestors need not download a new mobile app, but can make requests simply through the preferred messaging platforms such as WhatsApp, Telegram, Facebook Messenger, LINE and Google Chat. We have found that the friction of requiring mobile app downloads is simply too high for Requestors, and by reducing this friction, usage improves dramatically.

(2) Focus on UI / UX

Modern web platforms and mobile apps are built with a strong focus on UI / UX (user interface/user experience). The most frequent user actions should take fewer clicks. Key buttons and text should be prominently positioned. Users should be guided step-by-step on what actions they need to take. The end goal is that a new user should be able to intuitively understand what to do within 5 seconds of seeing the page, without any external guidance. 

UI / UX improvements should be iterative. Using screen monitoring tools, CMMS developers can view the activities of users of their web platforms and mobile apps and discern where there is uncertainty. With this data, CMMS developers can iteratively improve specific components, and work towards that end goal.

(3) Provide Tooltips and In-System Help Resources at the Correct Times

One area that is often underestimated to increase usability is providing in-app help resources at the correct time. We have found that hover-over tooltips can be tremendously helpful to users. Just a sentence or two positioned over the correct button or setting is preferable to requiring the user to guess what the button does or to consult the helpdesk. 

Where form-filling is required, real-time field validation together with clear error messages works wonders.

(4) Provide Easily Available and Extensive Online Help Resources

While product tours, tooltips, and point-based in-app help resources are very helpful, ultimately users want to be able to ask ad-hoc questions. This is where the online knowledge base comes in. Most users would prefer to consult a comprehensive knowledge base with videos and step-by-step guides as feedback is immediate, rather than to send a help ticket to the help desk.

Simplify CMMS with FacilityBot

Legacy CMMS software has had a bad reputation of being difficult to deploy. Yet, the basic functionality of CMMS software such as fault reporting, service requests, checklists, and asset management, is arguably less complex compared to, say, accounting software. If other cloud-based SaaS software categories are able to head towards simplicity and a largely self-service model, we believe the same is possible for CMMS software.

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