Paperless Document Control. John Hartman Director, Project Management Systems

Transcription

1 Paperless Document Control Delivery Assurance John Hartman Director, Project Management Systems

2 Agenda: 1. Introduction 2. CH2M HILL 3. Key Business Challenge 4. Document Control Problem 5. Why the Digital Project Portal? 6. Q & A 2

3 Bio: Background 20 years of experience in project controls, scheduling, cost control, document control & programme /project management for engineering & construction projects BS in Industrial Studies/Construction Management, Minnesota State University Moorhead Certified Planning & Scheduling Professional (PSP) by the Association for Advancement of Cost Engineering (AACE) Active member in AACE, PMI & CMAA Working with Primavera products since 1990 Representative on Primavera Customer Advisory Board (CAB) OAUG (Oracle Applications User Group) Ambassador Co-Chair: Oracle Primavera Special Interest Group (OPSIG) 3

4 What s in a name: From left to right: James C. Howland, Holly A. Cornell, Fred Merryfield, and Thomas Burke Hayes Ø CH2M: Cornell, Howland, Hayes, and Merryfield (Corvallis, OR) Ø HILL: Clair A. Hill and Associates (Redding, CA) C (Cornell) H2 (Howland, Hayes) M (Merryfield) HILL (Clair A Hill) 4

5 CH2M HILL at a Glance Ø Employee owned Consulting, Design, Design-Build, Operations, and Program Management Firm, Founded in Ø Global leadership position in: ü Program Management ü Environmental ü Wastewater ü Transportation ü Sustainability Ø 26,000 Employees working in over 100 countries, $5.6B in 2014 Revenue Ø Global Business Groups: ü Water ü Transportation ü Environment & Nuclear ü Oil, Gas & Chemicals ü Facilities & Urban Markets 5

6 CH2M HILL: What are we know for? Ø Projects / Programmes we are known for: ü London 2012 Olympics ü Panama Canal ü VDOT Mega ü Dubai Expo 2020 ü World Cup 2022 ü Miami Dade Ocean Outfall Program Ø Consulting/Engineering, Programs, Design/Build/Operate Ø Project Portfolio ü Execute >13,000 projects annually for nearly 6,000 clients ü Project range in value from $5K USD to $11B EPA Recognizes CH2M HILL for Excellence in Greenhouse Gas Management February 25, 2015 CH2M HILL employees raise record US$ for Water For People August 1,

7 Key Business Challenges Ø Competitiveness Do Good Work, Make a Profit, and Enjoy Life. Jim Howland, Founder Ø Geographic International Organization, Local Knowledge. Ø Uniqueness vs Standardization Ø Maintaining Quest for Innovation: I think some people have an interest in solving problems. You have to be more than a tinkerer; you have to be something of an analyst besides. Tinkering helps. But if you aren t an analyst, you can t really be a good engineer, in my opinion. Burke Hayes, Founder Ø Interoperability & Automation Ø Better, Faster, less Cost 7

8 Technology Challenge Appetite for Innovation 8

9 Technology Challenge Digital Maturity Ø What is the Digital Proficiency of your user base? Five Generations of Digital Workers, Nov 2013 R Ray Wang, Principal Analyst, Constellation Research 9

10 Document Control Problem Document Control is at about 8-10% of Engineering hours on a Project Ø Engineering running at 200,000 hours on a typical large project today Ø Document Control will run between 16,000 and 20,000 hours of effort of support Ø Document Controls work is tedious and monotonous Ø Managing Project Submittals is inefficient. 10

11 Challenges we were facing: Ø How to lower the cost of performing Document Control? Ø How to improve efficiency of Submittal process? Ø How to reduce time to process submittals/document reviews? Ø Receiving Ø Logging into PCM Ø Printing Ø Copying Ø Organizing Ø Placing batch documents in squad check room Ø Manually monitoring what submittals have been checked Ø Once engineering is done, scan/reattach and transmit reviewed documents back to supplier 11

12 Opportunity Ø This process change does not solely help Document Control 12

13 Pilot Project Ø Integration points to PCM Joint Venture Project in Darwin, Australia Ø Where do the savings come from Processing time Efficiencies in distribution and management Fully Electronic review process Paper and scanning Removal of non value add work Fast access to information Submittals 9,825 + Ø Drawings 19,100 +, total revisions 33,629 Ø Approximately 35 people in the process 13

14 Why the Digital Project Portal? Paper Based Contracts Management Desktop Applications Integrated Process Printing Copying Mark-up Duplication Uncontrolled Downloading Printing Copying Mark-up Duplication Uncontrolled Downloading Paperless Streamlined Integrated

15 Who has the skill to perform?

16 Lifecycle s Presenter Jason Matthews Engineering Cross Industry experience Over 20 Years Engineering & Construction Solving Complex Engineering Challenges for Large Organisations Document Management and Systems Integration AutoVue and Primavera Specialist Delivering Business Efficiency STAND 712

17 What is so special about Lifecycle Technologies Experts in delivering AutoVue projects Advanced integrations support key features and functions of AutoVue Deliver key industry features such as batch mode, PDF/A, auto Intellistamp and process Integration to update back end systems Understand the E&C business

18 Industry Leading Technology AutoVue Delivered by Lifecycle Technology Reviewing Approving Compare Signing Stamping Analysing Converting Field Feedback Mark-up Collaboration Record Keeping

19 Lifecycle s Great Reference Customers

20 Oracle AutoVue - View, Share & Collaborate on Hundreds of Engineering & Business Documents Office, PDF, TIFF, Graphics 3D CAD Models 2D Drawings View, access & share any document type Stream large CAD files via web for faster viewing Add digital annotations & comments Collaborate in real-time via the web with global teams Access documents online and offline Print & batch print documents Integrate into content management or project planning solutions

21 2D CAD & Office Viewing Various zoom levels Navigate large files and zero-in on specific points of interest Search text Quickly locate specific information in documents, even in multi-page CAD files Precise 2D measurements Minimize engineering disruption with self service access to measurements 2D Compare Improve review processes by easily identifying what has changed between revisions Annotations/Markups Add digital comments and easily communicate feedback for improved communication Burn Annotations Save annotations into TIFF/PDF files

22 BIM Visualization 3D Walkthrough Perform detailed reviews of facilities from within and explore buildings and structures in a more natural way Explode / Cross Section Create unobstructed views of complex 3D models for improved visibility 3D Compare Verify the full extent of design changes & minimize errors in production 3D Measurement Reliably manufacture directly from designs 3D Digital Mockups Assemble files from different CAD systems together

23 Familiar with Oracle products & IM/Doc Control Document Management Integration Process & Workflow Integration Application Add-Ons

24 Innovative Solutions for Industry Paperless City Planning Paperless Document Control for E & C

25 Innovative Solutions for Industry Engineering Information for SharePoint Connect Primavera Applications to SharePoint

26 Innovative Solutions for Industry Engineering Information Solutions for SAP Engineering Information Solutions for Siemens PLM

27 Main Issues Delivery Assurance

28 Addressing the Main Issues Ø Problem #1: Multi-File Upload Ø Problem #2: Search, Find & View Ø Problem #3: Paper Processes Ø Problem #4: Management & Visibility

29 Problem # 1 Multi-File Upload Delivery Assurance

30 Multi-File Upload and Registration

31 Multi-File Upload and Registration

32 Problem # 2 Search, Find & View Delivery Assurance

33 Search, Find & View Ø Large volumes of information in project Ø Time consuming and difficult to find Ø Project Engineers / Expeditors Ø Document Control Managers Ø Ability to reference information Ø Need for advanced searching

34 Search, Find & View One Click Search Advanced Search One Click View

35 Problem #3 Paper Processes Delivery Assurance

36 The Life for Reviewers Wasted hours in non-value add work becomes the normal way to notify people that they have a submittal to review The individuals involved in the process of submittal reviews have day jobs The submittals backlog is not consolidated in a single queue Desktop applications are not integrated into the process

37 Review My Submittals

38 Simultaneous Reviews Consolidated Mark-up

39 Digital Workbench Reference Document Search Advanced Search Ask a Peer to Consult Delegate a Document Review

40 Digital Workbench Compare Versions Consolidate Mark-ups Simultaneous Review & Markup Batch Intelligent Stamping

41 Digital Workbench Accurate Measurements Real Time Collaboration Multi Screens Review BIM Models

42 Problem # 4 Submittals Management Delivery Assurance

43 Submittals Management Set-up and change is time consuming Delegate, Ask a Peer, Holidays Inflexible Assignment Difficult to use Lack of visibility on status

44 Submittals Management Discipline Management Maintain Discipline Review Groups Notifications Submittal visibility Prioritization based on due date

45 DEMONSTRATION 45

46 Streamlined Document Control Simple Multi-file Registration Rapid Automated Outputs Powerful Search Paperless Digital Workbench Easy Management & Visibilit

47 Product Innovation Digital Project Portal for Unifier Digital Handover Engineering Data Gatekeeper

48 Advanced Digital Workbench BIM Co-ordination Structural & Piping Review Comments Co-ordination Digital Checklists

49 Why the Digital Project Portal: Challenge: Ø How to lower the cost of performing Document Control? ü Competiveness Ø How to improve efficiency of Submittal process? ü Innovation ü Sustainability ü Better, Faster, less Cost Ø How to reduce time to process submittals/document reviews? Ø Receiving Ø Logging into PCM Ø Printing Ø Copying Ø Organizing Ø Placing batch documents in squad check room Ø Manually monitoring what submittals have been checked Ø Once engineering is done, scan/reattach and transmit reviewed documents back to supplier 49

50 Booth 712 Q & A jmatthews@lifecycle-tech.com Web LinkedIn: John.Hartman@CH2M.com LinkedIn: 50