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Fogwing CMMS Customer Onboarding

Learn about Fogwing CMMS Software Customer Onboarding Process and Requirements

Prasad Korgaonkar avatar
Written by Prasad Korgaonkar
Updated over a week ago

Getting started with a powerful industrial platform like Fogwing CMMS Software is a leap forward. Fogwing team delivers a streamlined, structured onboarding experience, tailored to your organization's needs and designed to get your team operational within days.

Our customer onboarding process goes beyond simple introductions. It lays a foundation for digital transformation, connecting your people, processes, and technology for smarter maintenance management and asset performance.

Here’s what you can expect from your onboarding and training journey with Fogwing CMMS Software.


Step 1: Structured Onboarding Journey

1. Welcome Note and Account Setup

The onboarding begins with a warm welcome note sent by our team with a guided account creation. Customers receive clear instructions over email for setting up their organization account, admin profile, and basic details, ensuring the account is ready to start.

The Fogwing team will help upgrade the account to the desired subscription plan per the contract terms.

2. Organization Configuration

The admin users may set up currency codes in practice, plant/factory setups, work schedules, holidays, and other operational details, including user and team creation.

4. Goal Definition

It is best practice to set the maintenance operational SLAs (Service Level Agreement) to keep track of the maintenance operations' performance to meet compliance.

5. Feature Exploration

Self-discovery is encouraged through tutorials, videos, and demo sessions. This fosters confidence while learning, allowing users to understand feature functionality in a low-risk setting.

6. User Training

We provide online training sessions according to the schedule below to learn common tasks, like work order creation or asset setup, which are broken into step-by-step instructions. Contextual help, checklists, and in-product guidance reduce the learning curve.

7. Support and Assistance

Live chat, email support, and a robust knowledge base ensure users always have help at hand. Webinars and recorded training modules further enhance learning flexibility.

8. Progress Tracking

AI-powered summary report, AI-powered RCA, AI-assisted Checklists with visual dashboard and reports allow manager to monitor their journey and stay motivated by seeing progress.

9. Feedback Collection

We actively seek customer feedback to fine-tune the onboarding experience and improve continuously. Your insights shape our product roadmap and service.

10. Follow-Up and Engagement

Even after onboarding, our customer success team stays engaged with you. Expect tips, best practices, and support to maximize long-term platform value.


Step 2: Master Data Import and Migration

Our Import and Migration Process:

Step 1: Template Provision

  • We will provide you with customized templates for the data you want to import, including asset lists, parts, and more.

  • You will need to fill in the provided CSV templates with the correct data.

  • Our team will also provide detailed guidelines to ensure the data is formatted correctly, reducing the risk of errors during the import process.

Step 2: Data Validation and Testing

  • Our team will carefully validate the data you’ve provided to check for any discrepancies or inconsistencies that could cause issues during import. This includes checks for missing fields, invalid data formats, and logical errors.

  • We conduct several mock imports to simulate the process, ensuring that there are no duplicates, errors, or impure data that could impact your system’s performance. This proactive validation ensures that your import runs smoothly when the time comes.

Step 3: Data Import Assistance

  • Once your data is validated, our Customer Success Team will personally guide you through the final import process into your account.

  • You’ll receive hands-on support to ensure everything is correctly mapped and integrated into your Fogwing account, making the transition seamless.

    For further information on our data import process, please refer to the following article: Importing Assets Data in Fogwing CMMS.


Step 3: Training to Empower Your Workforce

Fogwing CMMS Software: Training Curriculum – 6 Hours Total

Our dedicated training program is split into two comprehensive sessions:

Session 1: Functional Training (3 Hours)

Covers:

  • Platform Overview & Benefits

  • Account and Organization Setup

  • Dashboard Navigation

  • Asset Management and Hierarchies

  • Inventory and Supplier Management

  • User and Team Configuration

  • Preventive Maintenance Workflows

  • Customer Portal Setup

  • IoT Connectivity for Real-Time Monitoring

  • Advanced Reporting and Mobile App Usage

Session 2: Hands-On Practice (3 Hours)

Participants apply what they’ve learned by:

  • Creating plants, users, work orders, and schedules

  • Managing parts inventory and checklists

  • Testing customer portal functionality

  • Running preventive maintenance scenarios

  • Importing data and executing real-time tasks

Empowering Engineers and Operators

Our goal is to accelerate digital adoption. Through this training, engineers and operators gain the skills and confidence to embrace digital practices, improving overall efficiency and fostering innovation in daily operations.

Our video-based tutorials and demos are available here:


FAQs : Everything You Need to Know about Fogwing CMMS Customer Onboarding

What is the 4-step customer onboarding process?

Fogwing’s 4-step onboarding includes:

  1. Requirement Gathering

  2. Account Setup and Data Mapping

  3. User Training

  4. Premium Technical Support for User Adoption

What is the cost of customer onboarding?

Fogwing provides FREE onboarding support for account setup, data import, and initial training. Additional services like integrations are offered under professional services for a nominal fee. Please feel free to contact us for details.

How was the customer onboarding process created?

Our onboarding process is based on understanding user needs, tailoring platform configurations, structured training, and offering dedicated support, ensuring a smooth transition and optimized platform use.

Why is customer onboarding important?

Effective onboarding is critical for a smooth transition, faster user adoption, and achieving maintenance goals through digital transformation.

Start Strong. Grow Smart. Succeed Faster.

Fogwing CMMS onboarding isn’t just about using software—it’s about enabling your team to transform maintenance operations. From setup and training to integration and IoT connectivity, we provide everything you need to succeed from Day One.

For any further questions and queries, please contact us at [email protected]

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