AEC Document Control with SharePoint & Office 365

Transcription

1 AEC Document Control with SharePoint & Office 365 RFI, Transmittal & Submittal Management

2 Today s Presentation Introduction About Gig Werks & AEC Expertise Challenges Facing the AEC About ProjectReady Applications for the AEC About ProjectReady ProjectReady Applications Demonstration: ProjectReady Document Control Suite Q&A

3 About Gig Werks Company began and has been a Microsoft Gold Partner since 2002 Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group 5 Time Microsoft SharePoint Technical Excellence Partner Award Winner Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA) Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016 Deep relationship with Nintex Nintex Partner Award Winner 2015 Serve on the Nintex Partner Advisory Board Certified Nintex Technical Evangelist Deep Industry Experience in: Architecture/Engineering/Construction AEC, Facilities Management, Financial Services, Healthcare/Pharmaceutical, Legal & Professional Services AEC Customers across the globe 10+ years of Servicing the Industry Expertise around Full Capabilities: SharePoint, Office 365, Cloud Applications, Business Intelligence and Microsoft Stack Uniquely partner and offer expertise on the Best SharePoint ISV s in the channel

4 AEC Experience & Expertise Includes: Advanced Document Control Project Site Provisioning Project Accounting Integration Best Practices Team Site Document Management (As-Builts) Integration & Management Project Search Business Intelligence Advanced Workflows Document Viewing External Collaboration Project Management Redlining & Redaction AEC Customers Across the Globe 10+ years of Servicing the Industry Field Management & Inspection CAD Management

5 The AEC Challenge Global Collaboration Content Chaos Expense The Architecture, Engineering, Construction (AEC) industry needs 24/7 mobile collaboration to support projects that increasingly span continents, companies, and clients Too many disparate applications required to run projects Data silos Complex processes across entities Overhead is typically upfront, cap ex and volatile data storage Extensive number of high priced point solutions Scalability Unpredictable and dynamic needs of project size, scope and duration Rapid ramp up and ramp down across a project life cycle Regulatory & Compliance Multi-national concerns & constraints across dynamic processes and multi year projects A Gig Werks Company

6 Leverage SharePoint & the Microsoft Cloud for: Cost Effective Storage, Hosting & Scalability Document Management Document Versioning Collaboration & Co-Authoring ProjectReady On-Premise Support & Integration: Process, access & utilize local file system data (including CAD & Revit) for Document Control Packages, Reporting & Collaboration Integrate into CAD Management & ERP Systems Including: Deltek Microsoft AX Autodesk 360 & Vault Bentley ProjectWise ProjectReady Provides Unique database and data capture extending SharePoint far beyond its native capabilities Manage tasks across thousands of Projects Reporting on all documents and status Document Control & Management of Inbound & Outbound RFI s, Submittals & Transmittals Automation of document tagging and description Manage and maintain security for internal and external communications Field Management & Inspection Anywhere & with Any Device Governed self-service creation of Project Collaboration & Management sites Dynamic creation of navigation as projects are created Rich integration to critical line of business systems Browser based redlining and redaction of over 350 file types including CAD - No Software Install Necessary Anywhere & Any Device Open, Edit & Save AutoCAD & Revit files to SharePoint in it s native format

7 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 Applications call to SharePoint s API via the modern app model creating a solution set that pushes far beyond SharePoint s boundaries.

8 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 Allows the ProjectReady applications to focus its value on the specific needs of the AEC industry and

9 About ProjectReady ProjectReady is a suite of applications designed for Architecture, Engineering & Construction and related industries that provides cloud based project collaboration management. These applications feature industry best practices and designed for the Microsoft Cloud and Office 365 Based upon 7 years of industry experience working with the AEC Azure based applications for the AEC focused on collaboration, document control and automated reporting ProjectReady is the only solution set in the market place that addresses program management in the AEC within the Microsoft Cloud Infrastructure Significantly more cost effective and scalable as compared to competing propriety products ProjectReady currently consists of 5 Applications ProjectReady Collaboration Engine ProjectReady Document Control Suite RFI, Submittal & Transmittal Management ProjectReady Viewer ProjectReady Field (In Partnership with Nintex) ProjectReady CAD

10 ProjectReady Collaboration Engine The ProjectReady Collaboration Engine provides an intuitive end user experience to ensure advanced security and reporting across all your projects. With the Collaboration Engine, workflows and ease of use are set up with a few clicks guaranteeing a consistent governed framework that supports scalability and industry best practices. Features Include: Self-Service Project Site Provisioning Easily set site security and permissions Automation of metadata and governance best practices enhancing search Intuitive and clear visibility to what you need across all your projects and tasks Designed for Business System Integration (i.e.-deltek) Coherent and consistent information architecture through pre-configured site taxonomy Archive project sites with ease

11 ProjectReady Document Control Suite RFI, Transmittal & Submittal Management Easily Manage RFI, Transmittals & Submittals leveraging SharePoint Ability to process, access & utilize local file system data (including CAD & Revit)* Integration into CAD Management & ERP Systems Analysis and Reporting of RFI, Transmittals & Submittals Create concurrent Document Control Packages Easy-to-use interface to drive user adoption Ensure approval and signoff of project documents sent externally to clients and vendors with advanced workflows Advanced filtering & auto numbering for easy search, sort, and management Inbound & Outbound Secure Communication Transmittal Cover Pages * New Feature

12 ProjectReady Viewer View over 350 different document types in the browser with no client side software install necessary (Includes support of CAD files) Use with any device, including touch, enabling responsive design Add comments and search within comments Search text within any image including Title Block and components Markup, add and remove documents with easy to use Redlining, Annotation and Redaction features Easily convert content formats to PDF from right inside SharePoint and the Viewer Sign documents electronically Automatically redact information based on your business rules (i.e. - project info, ssn) Speed access and discovery of content using advanced in-document search functionality

13 ProjectReady for the Field In Partnership with Make BIM information actionable Work in the field anywhere & with any device Scan barcodes & take pictures of areas of inspection in the field Automatically generate & send notifications driven by the outcome of your inspection Ensure critical processes flow between the field and the Enterprise Automate documentation for review and submission based on Field outcome and data Achieve compliance via workflow and reporting Work offline in the field without connectivity

14 Document Control Suite Demonstration Neil Barkhina CTO

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