From Reactive Facilities Work To an Executive-Ready Operating Model
Sinfonica Strategies helped a hospital in Puerto Rico bring structure to Facilities operations through a governance rhythm leaders could run, a repeatable vendor evaluation process, and a phased plan to implement a modern maintenance system (CMMS).
At a Glance
Client: Hospital in Puerto Rico (name withheld)
Delivered: governance cadence, RFP toolkit, shared tracking space, phased Fiix implementation plan
The Challenge
Facilities work was heavily reactive.
- Leadership lacked consistent visibility into priorities and progress.
- Vendor and contracting decisions were harder to compare and defend.
- The team had limited room to plan for CAPEX, risk, and continuity.


1. Governance that creates decisions
We established a rhythm of meetings and follow-through that aligned stakeholders and clarified ownership.
What we put in place
- Biweekly operational alignment with key stakeholders
- Biweekly administrative cadence with senior leadership and Facilities leadership
- Clear agendas, action tracking, and owners
2. Vendor evaluation that is repeatable
We designed an end-to-end RFP and proposal evaluation process so decisions had consistent criteria.

What we delivered
- Evaluation workflow
- Scoring forms and review tools
- Scope of services informed by observation and interviews
- Vendor outreach and meetings to confirm participation requirements
3. Visibility leadership can use
We created a shared tracking space for projects, special repairs, and status updates.
What changed
Leadership could see what was moving, what was stuck, and what decisions were needed.
4. A CMMS plan built for adoption (Fix)
We built a phased rollout plan so the team could implement without disrupting operations.

Phases
- Planning (requirements, data readiness, approvals)
- Data preparation and migration
- Preventive maintenance setup and configuration
- Training and pilot
- Deployment and onboarding
The solution
We focused on four moves leaders could run and teams could sustain.
The Solution
We focused on four moves leaders could run and teams could sustain.
1. Governance that creates decisions
We established a rhythm of meetings and follow-through that aligned stakeholders and clarified ownership.
What we put in place
- Biweekly operational alignment with key stakeholders
- Biweekly administrative cadence with senior leadership and Facilities leadership
- Clear agendas, action tracking, and owners
3. Visibility leadership can use
We designed an end-to-end RFP and proposal evaluation process so decisions had consistent criteria.
What we delivered
- Evaluation workflow
- Scoring forms and review tools
- Scope of services informed by observation and interviews
- Vendor outreach and meetings to confirm participation requirements
4. A CMMS plan built for adoption (Fix)
We created a shared tracking space for projects, special repairs, and status updates.
What changed
Leadership could see what was moving, what was stuck, and what decisions were needed.
2. Vendor evaluation that is repeatable
We built a phased rollout plan so the team could implement without disrupting operations.
Phases
- Planning (requirements, data readiness, approvals)
- Data preparation and migration
- Preventive maintenance setup and configuration
- Training and pilot
- Deployment and onboarding
The Impact
This engagement shifted Facilities from urgent-first work to a more structured operating model.
Project wins
- A working governance cadence with owners and follow-through
- An RFP evaluation toolkit that supports consistent vendor decisions
- Shared visibility into projects and special repairs
- A realistic Fiix rollout plan with clear phases
What this enabled next

Clearer decision paths from Facilities to leadership
Stronger alignment across operations, administration, and facilities priorities
A foundation for CAPEX planning, risk management, and continuity
Get In Touch
If your organization needs clearer decisions, stronger governance, and a plan leaders can run, Sinfonica Strategies can help.

