Case file FWS-CS-2020 of 20Integrated facilities management

Keeping facility walkthroughs maintainable after launch

What changed

Day to day with facility walkthroughs, maintenance knowledge is written down and owned internally. Cover during absence is a reading exercise, not an interview with former staff.

File card

Client
Office campus services contractor
Region
Naperville, Illinois
Team
8 staffone locally managed operation
Timeline
25 working daysafter content approval, including staff review and handover
Features
5 used
01Before

Where it started, and what was in the way

Starting point

The previous site arrived without instructions. Maintaining the facility walkthroughs pages relied on the continued availability of one external person.

The problem

For facility walkthroughs, staff avoided routine changes because nobody could say who approved them or how to check them. Staleness was safer than error.

02Build

What we built

Documentation delivered with the site covers the page inventory, how to request updates, who to contact and a short exercise walking the path to a walkthrough arranged by the account team. An owner and backup are assigned for maintenance coverage and site access requirements.

  1. 01Page inventoryClient portal for every request
  2. 02Maintenance notesClient portal for every request
  3. 03Backup reviewerClient portal for every request
  4. 04Form check instructionsEnquiries into your CRM
  5. 05Support contactsBuilt for this client
03Timeline

How long it took

Start

Content approved

25 working days

Finish

Staff review and handover

As recorded for this project: 25 working days after content approval, including staff review and handover.

04After

What changed afterwards

Day to day with facility walkthroughs, maintenance knowledge is written down and owned internally. Cover during absence is a reading exercise, not an interview with former staff.

In the client's words

The facility walkthroughs pages are useful, but it is the notes that let us run them confidently. Someone else can step in for me without a single guess.
Gloria EdgertonHelpdesk supervisor, office campus services contractorNaperville, Illinois

Next step

Want your walkthrough requests to arrive like this?

Book a 30-minute demo and we look at how inquiries reach your team today. Plans from $137 a month, the $797 build fee invoiced only after launch.

05Queries

Questions about this project

How long did this project take?

25 working days after content approval, including staff review and handover.

Which parts of the site did the work use?

Page inventory, Maintenance notes, Backup reviewer, Form check instructions, Support contacts. They sit within client portal for every request and enquiries into your crm, which every plan includes.

Why is the client not named?

Case studies on this site identify each client by type and region only, here a office campus services contractor in Naperville, Illinois. The quote is from Gloria Edgerton, helpdesk supervisor, published with permission.

Could the same work be done for our company?

Yes, if it fits how your inquiries arrive. Plans run from $137 a month plus a $797 build fee invoiced only after launch. Book a demo and we look at your current site with you.

Close of file

See it built for your service lines

A live walk-through, on your screen, from $137 a month plus a $797 build fee invoiced only after launch.