Implementation Services

What to expect during your Newforma Implementation

Beginning with hardware advice and continuing through initial deployment, project setup and tailored configurations, our packaged implementation services will put you on the fastest path to more predictable – and profitable – project delivery.

Seasoned Training Consultants will also customize a training plan to establish best practices and achieve measurably increased efficiency.

Getting Started Packages are available for Newforma Project Center and its add-on modules – Newforma Contract Management, Newforma Building Information Management, and Newforma Mobile Apps.

The Newforma Project Center implementation process consists of three phases: Pre-Deploy


  • Review hardware specification
  • Implementation Kickoff call
  • Hardware received
  • Complete Pre-Deployment Checklist
  • Run Pre-Deployment verification executable

Deploy and Configure

  • Deploy Newforma Software
  • Configure system with your data and settings
    • Up to 5 projects set up for you during your configuration.


Your Training Consultant will develop a training plan with you to put into action once the configuration is complete.

The Implementation Tracker allows you to view your progress through the implementation and training activities.

Newforma Project Cloud Implementation Process

In a hurry? Who isn’t! We’ll get your project properly configured in just a few hours of consulting. Then we’ll train your project team with convenient, instructor-led webinars that demonstrate the advantage of have one place to process submittals and RFIs, redline and stamp documents, and share project information.