paperless document control
TRANSCRIPT
Operational Excellence
Operational Excellence
Delivery Assurance
Paperless Document Control
John Hartman
Director, Project Management Systems
Operational Excellence
Agenda:
2
1. Introduction
2. CH2M HILL
3. Key Business Challenge
4. Document Control Problem
5. Why the Digital Project Portal?
6. Q & A
Operational Excellence
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)
Operational Excellence Lifecycle 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
Operational Excellence
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What’s in a name:
CH2M: Cornell, Howland, Hayes, and Merryfield (Corvallis, OR)
HILL: Clair A. Hill and Associates (Redding, CA)
C (Cornell) H2 (Howland, Hayes) M (Merryfield) HILL (Clair A Hill)
From left to right: James C. Howland, Holly A. Cornell, Fred Merryfield, and Thomas Burke Hayes
Operational Excellence
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CH2M HILL at a Glance
Employee owned Consulting, Design, Design-Build, Operations, and
Program Management Firm, Founded in 1946.
Global leadership position in:
Program Management
Environmental
Wastewater
Transportation
Sustainability
26,000 Employees working in over 100 countries, $5.6B in 2014 Revenue
Global Business Groups:
Water
Transportation
Environment & Nuclear
Oil, Gas & Chemicals
Facilities & Urban Markets
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CH2M HILL: What are we know for?
Projects / Programmes we are known for:
London 2012 Olympics
Panama Canal
VDOT Mega
Dubai Expo 2020
World Cup 2022
Miami Dade Ocean Outfall Program
Consulting/Engineering, Programs, Design/Build/Operate
Project Portfolio Execute >13,000 projects annually for nearly 6,000 clients
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$250000 for Water For People August 1, 2014
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Competitiveness “Do Good Work, Make a Profit, and Enjoy Life.” – Jim Howland, Founder
Geographic International Organization, Local Knowledge.
Uniqueness vs Standardization
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
Interoperability & Automation
Better, Faster, less Cost
Key Business Challenges
Operational Excellence
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Technology Challenge – Appetite for Innovation
Operational Excellence
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Technology Challenge – Digital Maturity
What is the Digital Proficiency of your user base?
“Five Generations of Digital Workers”, Nov 2013
R “Ray” Wang, Principal Analyst, Constellation Research
Operational Excellence
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Document Control is at about 8 - 10% of Engineering hours on a Project
Engineering running at 200,000 hours on a typical large project today
Document Control will run between 16,000 and 20,000 hours of effort of
support
Document Controls work is tedious and monotonous
Managing Project Submittals is inefficient.
Document Control Problem
Operational Excellence
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How to lower the cost of performing Document Control?
How to improve efficiency of Submittal process?
How to reduce time to process submittals/document reviews?
Receiving
Logging into PCM
Printing
Copying
Organizing
Placing batch documents in squad check room
Manually monitoring what submittals have been checked
Once engineering is done, scan/reattach and transmit reviewed
documents back to supplier
Challenges we were facing:
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This process change does not solely help Document Control
Opportunity
Operational Excellence
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Joint Venture Project in Darwin, Australia
Integration points to PCM
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 +
Drawings 19,100 +, total revisions 33,629
Approximately 35 people in the process
Pilot Project
Operational Excellence
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
Why the Digital Project Portal?
Operational Excellence Who has the skill to perform?
Operational Excellence Great Reference Customers
Operational Excellence
Signing
Reviewing
Approving
Analysing
Converting
Stamping
Record Keeping
Mark-up Field Feedback
Collaboration
Compare
Industry Leading Technology
Operational Excellence
Oracle AutoVue - View, Share & Collaborate on Hundreds of
Engineering & Business Documents
3D CAD Models
• 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
Office, PDF, TIFF, Graphics
2D Drawings
Operational Excellence
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
Operational Excellence
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
Operational Excellence
Application Add-Ons
Process & Workflow Integration
Document Management Integration
Familiar with Oracle products & IM/Doc Control
Operational Excellence
Paperless City Planning Paperless Document Control
for E & C
Innovative Solutions for Industry
Operational Excellence
Engineering Information for
SharePoint
Connect Primavera Applications
to SharePoint
Innovative Solutions for Industry
Operational Excellence
Engineering Information Solutions
for SAP
Engineering Information Solutions for
Siemens PLM
Innovative Solutions for Industry
Operational Excellence
• 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
What is so special about Lifecycle Technologies
Operational Excellence
Operational Excellence
Delivery Assurance
Main Issues
Operational Excellence Addressing the Main Issues
Problem #1: Multi-File Upload
Problem #2: Search, Find & View
Problem #3: Paper Processes
Problem #4: Management & Visibility
Operational Excellence
Operational Excellence
Delivery Assurance
Problem # 1
Multi-File Upload
Operational Excellence Multi-File Upload and Registration
Operational Excellence Multi-File Upload and Registration
Operational Excellence
Operational Excellence
Delivery Assurance
Problem # 2
Search, Find & View
Operational Excellence Search, Find & View
Large volumes of information in project
Time consuming and difficult to find
Project Engineers / Expeditors
Document Control Managers
Ability to reference information
Need for advanced searching
Operational Excellence
• One Click Search
• Advanced Search
• One Click View
Search, Find & View
Operational Excellence
Operational Excellence
Delivery Assurance
Problem #3
Paper Processes
Operational Excellence
• Wasted hours in non-value add work
• Email 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
The Life for Reviewers
Operational Excellence Review My Submittals
Operational Excellence
Consolidated Mark-up
Simultaneous Reviews
Operational Excellence
• Reference Document
Search
• Advanced Search
• Delegate a Document
Review
• Ask a Peer to Consult
Digital Workbench
Operational Excellence
• Compare Versions
• Consolidate Mark-ups
• Simultaneous Review & Mark-
up
• Batch Intelligent
Stamping
Digital Workbench
Operational Excellence
• Accurate Measurements
• Real Time Collaboration
• Multi Screens
• Review BIM Models
Digital Workbench
Operational Excellence
Operational Excellence
Delivery Assurance
Problem # 4 Submittals Management
Operational Excellence
• Set-up and change is time
consuming
• Delegate, Ask a Peer, Holidays
• Inflexible Assignment
• Difficult to use
• Lack of visibility on status
Submittals Management
Operational Excellence
• Discipline Management
• Maintain Discipline
Review Groups
• Prioritization based on
due date
• Submittal visibility
• Notifications
Submittals Management
Operational Excellence
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DEMONSTRATION
Operational Excellence Streamlined Document Control
Powerful Search
Easy Management & Visibility Paperless Digital Workbench
Simple Multi-file Registration Rapid Automated Outputs
Operational Excellence
Digital Project Portal for Unifier
Digital Handover
Engineering Data
Gatekeeper
Product Innovation
Operational Excellence
Comments Co-ordination
Structural & Piping Review
BIM Co-ordination
Digital Checklists
Advanced Digital Workbench
Operational Excellence
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Challenge:
How to lower the cost of performing Document Control?
Competiveness
How to improve efficiency of Submittal process? Innovation Sustainability Better, Faster, less Cost
How to reduce time to process submittals/document reviews?
Receiving Logging into PCM Printing Copying Organizing Placing batch documents in squad check room Manually monitoring what submittals have been checked Once engineering is done, scan/reattach and transmit reviewed
documents back to supplier
Why the Digital Project Portal:
Operational Excellence
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Q & A
Email: [email protected] LinkedIn: www.linkedin.com/in/johnhartmanpsp Twitter: @jhartman01
Email: [email protected] Web – www.lifecycle-tech.com/digitalprojectportal LinkedIn:https://www.linkedin.com/in/jasonmatthewslifecycle Twitter: @lifecycletech
Booth 712