Stefanie Martens
Marketing Communications Manager
August 11, 2021
min read

If the installation and implementation of a Continuous Monitoring and Management system is on your organizational radar, then it’s a good idea to have a clear view of the work to be completed. Although the project may initially appear to be straight-forward, it can rapidly become quite complex and require more time and resources than originally anticipated. Here are key steps to successfully implementing a Continuous Monitoring and Management System to help guide you through this project:

1. Create a dedicated project management team

This team will follow the project through from kick-off to system go-live.

2. Understand the unique needs of each stakeholder

Each group and/or department involved with the project is likely to have its own set of compliance, quality, Standard Operating Procedures (SOPs) and/or process and operating requirements that will need to be addressed.

3. Secure commitment from each department head

You will want each department to assign a system owner. They are likely to be responsible for managing and maintaining their departments existing system. Their role will include, but not necessarily be limited to, providing resources and committing to the success of the project.

4. Develop a complete process overview by activity and/or department

This list should include information like activities, steps in the process, locations (building and/or room number), appliance types involved (refrigerator, freezer, incubator, etc.), minimum and maximum limits of monitoring needed and timings.

5. Map floor plans

For the design and success of the system, it is important to know the locations of all the appliances and/or points that the system will be monitoring.

6. Select the right vendor partner

You want to ensure that the vendor has established a track record and has experience relevant to your business, and that they can offer a modular and scalable system to meet your needs, as well as provide assistance managing the project design and implementation, and on-going support services post-installation.

7. Plan you post-installation transition phase

This will include the transition from the Legacy System to the new Continuous Monitoring and Management System and system go-live, dry run, employee training, and the adoption of Standard Operating Procedures (SOP’s).

8. Set up an on-going system for support and help

You will want to make sure you have contact for the vendor’s Help Desk, and that there is a clear expectation in place for their response time. Set up annual probe calibrations and system maintenance.

9. Set up regular alarm checks, preventative maintenance and disaster recovery

Running scheduled system alarm checks and maintenance are vital to ensuring a reliable system in order to safeguard value and reduce risk. Create a disaster and emergency recovery plan You will want to establish SOPs for recovery following any system outages.

10. Maintain on site spare and emergency parts

For efficiency with emergency repairs and installation needs, you should maintain any critical spare parts on hand.

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