Resource Library
Drop-in Excel templates for the recurring problems on every CAFM, EAM, CMMS, and ERP project. No fluff, no watermarks, no thirty-page registration form. Built from real implementations, not theory.
A drop-in Excel template for designing a clean six-level asset register: site, building, floor, room, position, asset. Includes worked examples, a code-convention sheet, and the H/M/L criticality framing.
Pairs with
A weighted, defensible vendor evaluation worksheet for CAFM, EAM, ERP, or CRM selection. 20 pre-populated criteria across six categories, with live formulas for three vendors and an auto-totals summary.
A response and resolution framework for FM, IT, and shared-service operations. Four severities, three service tiers (Gold/Silver/Bronze), pre-defined escalation paths, and crisp severity definitions.
A clean classification of work-order types for any CMMS or EAM: eight types with codes, definitions, and owners, plus an interactive priority matrix mapping criticality and severity to P1-P4.
Pairs with
A weighted scoring instrument for choosing between your final three CMMS candidates. Eleven criteria with live formulas, hard gates that override the score, and an evidence standard defining what a 5 must be backed by.
Pairs with
Twenty-one tasks across thirteen phases from signed contract to stabilisation, each with the gate that must be met before the next phase starts, plus a ten-point go-live readiness sheet used as a formal gate.
Pairs with
Live MTBF, MTTR, MDT and availability calculations, with inherent and operational availability shown separately, a series-versus-parallel redundancy model, and a boundary-definitions sheet to settle what your numbers actually mean.
Pairs with
Why
Every template here started as a working file inside a live implementation. They are the artefacts I keep coming back to, polished into something a stranger can drop into their own project without recalibration.
They are intentionally short. A good template is one that gets used, not one that gets admired. If you need more depth, the linked pillar posts on each card take you to the strategic guide behind the template.
Open and start using. Sample data included.
Used in live CAFM, EAM, ERP rollouts.
Each template links to its pillar post.
Take them. Use them. Share them.
Tell me what you are trying to solve. If it is a pattern that comes up often enough, it is a candidate for the next template in this library.