Document Control for the AEC with SharePoint RFI, Transmittal & Submittal Management

Transcription

1 Document Control for the EC with SharePoint RFI, Transmittal & Submittal Management a Gig Werks

2 Today s Presentation Introduction bout Gig Werks & ProjectReady The EC Challenge ProjectReady pplications for the EC Demonstration: Document Control for the EC with SharePoint Q&

3 bout Gig Werks (ProjectReady s Parent ) Be it in the Cloud with Office 365 or on premise, Gig Werks has delivered award winning targeted and focused business solutions for departments and industries, built on Microsoft SharePoint. Microsoft wards and Recognition Microsoft Gold Partner since the firm s beginning in 2001 Virtual Technology Specialists for the Microsoft New York Enterprise Group 5 Time Microsoft SharePoint Technical Excellence Partner ward Winner pproved Vendor of Microsoft Legal and Corporate ffairs Group (LC) Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016 Solution Expertise for Full Microsoft Stack Office 365, SharePoint, Cloud pplications, Business Intelligence Industry Business Solution Expertise in: rchitecture/engineering/construction EC, Legal Firms & Departments, Facilities Management, Financial Services, Healthcare/Pharmaceutical & Professional Services ProjectReady Business Solution Software for SharePoint & Office 365 Software as a Service solution built for the business Integrates with SharePoint & The Microsoft Cloud Drives Control, Visibility, Reporting & Collaboration across all data & projects utocd & Revit File Management in SharePoint

4 bout ProjectReady Gig Werks began the development of ProjectReady in 2014, leveraging approximately 12,000 hours of SharePoint Solutions Development for EC customers Fourteen months and another 6,000 hours of work later, ProjectReady launched as a set of Modern SharePoint pplications and is delivered as a SaaS (Software as a Service) solution ProjectReady is built for the EC to uniquely extend and make usable Microsoft s Office 365 SharePoint and extended platform With the Evolution of ProjectReady we have grown globally and in turn have brought to bear the requisites to fully support our clients throughout the world.

5 The EC Challenge Regulatory Global Content Expense Collaboration & Compliance Chaos Manage Volatile Payment Data Storage Criteria Up to 2324/7 pplications to Run a Project High Satisfy Prices Contractual Solutions Multi-Device Demands Disparate Silos Scalability Ensure Payment Complex User Experience Dynamic & Profit Growth of Projects Time To Delivery Gig Werks

6 The EC Solution - ProjectReady PDM Vault Quality CPs Separate Tools CRM/ERP CM File Directories Software Document Procedures Program Management Shared Drives BOM Upload Tool Doc Vault Customer Complaints Environmental Compliance Spreadsheets MFG Operations Suppliers Customer Gig Werks

7 Leverage SharePoint & the Microsoft Cloud On-Premise Support & Integration Seamless Integration into Line of Business Systems

8 ProjectReady & SharePoint SharePoint is the world s best known, feature rich & cost effective collaboration platform within the world enterprise. However, making it ready to work for your organizations program management & extending the platform past its traditional capabilities has long been an expensive & technical challenge. The ProjectReady application suite solves that problem. ProjectReady is designed to look and feel just like native SharePoint to ensure a uniform and intuitive user experience. Sitting outside of SharePoint, our pplications call to SharePoint s PI via the modern app model creating a solution set that pushes far beyond SharePoint s boundaries.

9 ProjectReady & The Microsoft Cloud Unlike competing Private Cloud Products, ProjectReady doesn t seek to reinvent the wheel when it comes to cloud storage and platform features and leverages the largest most secure cloud framework available The Microsoft Cloud ProjectReady leverages the Microsoft Cloud as its backend Provides scalable, inexpensive storage Includes features such as basic document management, security, etc. Ensures customers keep control of their data llows the ProjectReady applications to focus its value on the specific needs of the EC industry a Gig Werks

10 ProjectReady TM Components Office 365 Document Storage Hosted in Microsoft zure ProjectReady pplications ProjectReady Collaboration Engine ProjectReady Database ccess Control Taxonomy Site Hosting Content Management ProjectReady Document Control Suite ProjectReady Viewer ProjectReady CD 3 rd Party Integration Microsoft X BIM 360 utodesk Vault Local File Systems (CD) Line of Business Systems 3 rd Party Hosted Microsoft X, BIM 365, utodesk Vault, Local File Systems (CD) Web Services PI s User Endpoint Microsoft Outlook Web Browser User Mobile Web Browser Internet / Internal Network Secure ProjectReady Client/Server Communications ProjectReady to 3rd Party pp Communications ProjectReady to SharePoint/Office 365 Secure Communications

11 ProjectReady Suite of Products ProjectReady Collaboration Engine Project Management & Collaboration ProjectReady Document Control Suite RFI, Submittal & Transmittal Management ProjectReady Outlook Connector Create RFI & Save Project in Outlook ProjectReady CD CD and Revit File Management in SharePoint ProjectReady Viewer Viewing, Redlining, Redaction & PDF Conversion

12 ProjectReady Core Bundle Collaboration Engine Project & Program Management & Collaboration Microsoft Outlook Integration Create RFI s & Manage Project Directly from Microsoft Outlook Document Control Suite RFI, Transmittal & Submittal Management

13 ProjectReady Document Control Suite The ProjectReady Document Control Suite allows users to easily manage RFI s, Submittals and Transmittals. Internal and external collaboration is made easy with on-demand delivery of documents and advanced workflows built-in to uphold standards for controlling documents and ensure conformance so that contractual demands are met. Key Features Include: Control thousands of documents across thousands of projects Establish enterprise communication standards that are consistent, reliable, repeatable and easily adopted ssemble packages with a simple wizard and shopping cart experience Manage and create RFI s, Transmittals and Submittals from one intuitive and easy interface Create and Load pprover Teams for quick document control package sending Secure and governed sharing of information made simple and managed directly by authorized business users Outlook Integration to manage s and RFI s related to projects Rich & comprehensive reporting across all document packages delivered to the desktop or on your mobile device Track & know the status of key deliverables from one project or across thousands of projects with a few clicks Ensure automatic delivery & auditable receipt of project documents sent to clients & vendors via & the web Cover sheets for all document packages created automatically as part of any submittal, transmittal or RFI response Workflows, notifications & processes built for the EC

14 ProjectReady - Driving Savings & Efficiency 75% Reduction in the Exchange & ssembling of Document Communications (RFI s, Submittal s & Transmittal s)

15 ProjectReady Demonstration Document Control for the EC with SharePoint RFI, Transmittal & Submittal Management Neil Barkhina Chief Technology Officer

16 Questions & nswers Go to the Question Tab on your GoToWebinar Control Panel and Type Your Questions to be nswered Please Do Not Forget to fill out the survey as you leave the webcast to receive Todays PowerPoint & Webcast Recording Contact Us