• Introduction
• Functionality
• Vendor Summaries
• Compare Products
• Software Aspects
• General CMMS Vendor/Package Information
• Implementation
• Integration
• Multi-site Support
• Global Attributes
• Security and Data Integrity
• User Interface
• Look-ups and Searches
• Data Entry
• Help Features
• Workflow and Business Logic
• Analysis and Reporting
• Work Order Control
• Preventive and Condition-Based Maintenance
• Safety
• Priorities
• Planning and Scheduling
• Inventory Control and Purchasing
• Budgeting and Cost Reporting
• Equipment History
• Mobile Technology
• HR Management
• Fleet Maintenance
• Infrastructure Maintenance
• Service and Technology Asset Management
• Calibration
• Engineering Design to Maintenance
• Sustainability
• Other Specialized Modules

General CMMS Vendor/Package Information

1. Total annual company sales (in U.S. dollars) from CMMS business? Over $10 million $1 - $10 million $0 - $1 million Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

2. Number of customer companies (not sites)? Over 5000 2501-5000 251-2500 51-250 Less than 50 Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

3. Pricing per named user (in U.S. dollars): Less than $150 $150 - $499 $500 - $999 $1,000 - $1,499 $1,500 - $1,999 $2,000 - $2,499 $2,500 - $2,999 $3,000 - $3,499 $3,500 - $3,999 $4,000 - $4,499 $4,500 and over Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

4. Pricing based on business metrics (eg. size of maintenance budget): Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

5. Optional pricing: a. Rental fee available? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Hosted solution or ASP? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. SaaS? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

6. Is enterprise licensing available, i.e., unlimited number of users? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

7. What is the cost of the maintenance contract as a percent of the purchase price? Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

8. In terms of your pricing strategy (NOT value for money), how would you compare the pricing of your CMMS/EAM to the complete spectrum of CMMS/EAM packages available today? Low end or bottom third of the pricing spectrum Mid-range or middle third of the pricing spectrum Top tier or upper third of the pricing spectrum Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

9. Choose the top five market segments served by your CMMS package from the following list, and mark your choices below in order of priority from #1 to #5, where #1 is the largest market segment served. Rank the remaining industries if and only if you have more than 5 customers (NOT customer sites) in each of the industry categories: Mining & Metals (primary, secondary) Forest Products (Pulp and Paper, Lumber, newsprint, corrugated, etc.) Oil and Gas (upstream, downstream, etc.) Pharmaceutical/Life Sciences Chemicals & Food and Beverage Consumer Packaged Goods Transportation Power Generation Utilities (gas, water, electricity, cable, telecommunications) incl. T&D and Power Generation Municipal and Education Health Care Aerospace and Defense General Manufacturing Property Management/Third-party/Contract/Service Management Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

10. Do you have the following for your top 5 industry market segments served: a. Minimum of 5 customers (not sites) in each industry segment Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Experts in the field for development, sales and implementation services Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Features and functions unique to the industry Yes many, for all segments Yes many, but for only 3 or 4 top segments Yes many, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Independent industry user group that meets on a regular basis Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Advisory council that connects with product development Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Website specific to the industry allowing networking within industry Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Beta development programs to partner with the industry for product development Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Industry-specific newsletters Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Standard data like Oil and Gas failure codes Yes Yes, but for only 3 or 4 top segments Yes, but for only 1 or 2 top segments No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

11. Allocate the approximate percentage breakdown of all your customer sites that are running your CMMS/EAM for Plant Equipment AS THEIR PRIMARY USE, where the total of all percentages must equal 100%: Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

12. Allocate the approximate percentage breakdown of all your customer sites that are running your CMMS/EAM for Facilities AS THEIR PRIMARY USE, where the total of all percentages must equal 100%: Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

13. Allocate the approximate percentage breakdown of all your customer sites that are running your CMMS/EAM for Fleet AS THEIR PRIMARY USE, where the total of all percentages must equal 100%: Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

14. Allocate the approximate percentage breakdown of all your customer sites that are running your CMMS/EAM for Infrastructure (roads, bridges, pipelines) AS THEIR PRIMARY USE, where the total of all percentages must equal 100%: Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

15. Allocate the approximate percentage breakdown of all your customer sites that are running your CMMS/EAM for IT AS THEIR PRIMARY USE, where the total of all percentages must equal 100%: Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

16. Internet Site: a. Is e-marketplace (trading hard goods amongst users) available on the company internet site? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Is data exchange (users share standard data, reports, benchmarks, best practices) available on the company internet site? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Is a newsgroup or bulletin board (users sharing CMMS-specific problems/solutions) available on the company internet site? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Is training (users taking remote learning courses) available on the company internet site? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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