Best Practices: Successful IWMS/CPIP Implementations

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Executive Summary

For over 20 years, integrated workplace management systems/connected portfolio intelligence platforms (IWMSs/CPIPs) have served as aggregation hubs for various real estate and facilities management (FM) data and processes. Implementing these solutions is complex: they cut across multiple teams, depend on clean shared data, require broad integrations and can often be customized to meet specific needs. As with any cross-functional software implementation, these projects are full of challenges – both technical and organizational. This report outlines best practices across stakeholder management, technology governance and processes to avoid and manage these issues, and to ensure organizations maximize their investment through successful CPIP implementations. 
Summary for decision-makers
The nuances and complications of IWMS/CPIP deployments
What makes CPIP deployments difficult in practice
Why CPIP deployments fail: the most common pitfalls
Best practices for CPIP implementations
Defining roles, aligning teams and accelerating decisions
Getting the foundations right: data and integration governance
Programme discipline and value measurement
Resetting expectations and controlling scope: SI best practices
Figure 1. Simplified CPIP deployment steps
Figure 2. Example CPIP hierarchies
Figure 3. CPIP implementation options: in-house, software vendor or external third-party systems integrator
Figure 4. Systems integrators/implementers landscape
Figure 5. Example simplified RACI matrix for CPIP implementations
Figure 6. Change management best practices

About the Authors

Joy Trinquet

Joy Trinquet

Principal Analyst

Joy is a Principal Analyst at Verdantix, specializing in real estate, facilities and workplace technology, with a particular focus on integrated workplace management systems/c...

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Claire Stephens

Claire Stephens

Research Director

Claire Stephens is a Research Director at Verdantix, leading research into technologies and services shaping the real estate and the built environment, encompassing ...

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