Best Practices


CSIA Best Practices, Revisions & Relevance

What CSIA can do for you, plus an overview of Best Practices and implementation

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CSIA Best Practices - The Industry Standard


The CSIA Best Practices and Benchmarks manual is the industry standard for successful management of a control system integration business. The industry standard for system integrators that are committed to delivering the highest level of quality, performance and reliability, the manual offers guidance on the following management topics:

General Management
Organizational Structure, Computer Systems Management, Risk Management

Human Resources Management
Recruitment, Personnel Performance Evaluations, Training, Compensation

Marketing, Business Development and Sales Management
Marketing Plan, Sales Strategy

Financial Management
Measures of Performance, Financial Planning, Billing Procedures, Tax Policy

Project Management
Contract Management, Risk Management, Scope and Change Management
System Development Lifecycle
Internal Kickoff, Design, Factory Acceptance Testing, Commissioning, Site Acceptance Testing

Supporting Activities
Standards and Templates, Configuration Management (internal and projects), Reuse Library Management

Quality Assurance
Project Quality Assurance, Continuous Improvement, Client Satisfaction Surveys

Service and Support
Organizational Structure, Methodology and Service Management



What Purpose Do the CSIA Best Practices Serve?


  • They are unique to the SI industry, so are concise and to-the-point.
  • They are comprehensive, covering nearly all aspects of running a CSI business.
  • They serve as a guide, identifying what practices companies should be incorporating and allowing them to decide how to implement each.
  • No “reinventing the wheel." Business owners and managers don’t have to search for all the right things to do in managing an SI company. The BP manual lays it all out.
  • Most SI companies are started and run by people who excel at technical know-how, but who may not necessarily be business savvy. The CSIA Best Practices help fill that gap.
  • They minimize trial-and-error learning.
  • They are a basis for most processes and procedures in an SI company, so the time to develop these is reduced. Processes and procedures lead to increased efficiency and profits.



Mark of Excellence

Certification puts the Best Practices into action.

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