a gcs persepective on primavera unifier ppt

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A GC's Perspective on Primavera Unifier

Prepared by:Chad BradyProject Controls ManagerMortenson Construction

Implementation Successes & ChallengesTo Migrate or NOT to MigrateUser Experience

Session ID#: 15452

M. A. Mortenson, Sr. had one purpose in mind when he founded Mortenson

Construction in 1954 . . . To build structures and facilities for the

advancement of modern society.

Family-owned firm 60 years strong Seven geographic office locations Seven industry-specific operating groups Industry leaders in technology & sustainability 2,175 team members Leadership, stability & financial strength

Background Degree in Construction Engineering w/EIT Started with Mortenson 1997 Project Manager on many complex projects Leadership, Dedication & Motivated

Chad Brady, LEED AP Project Controls Manager Mortenson Construction Phone: 763-287-5344 [email protected] http://www.mortenson.com

Notable Projects Sioux City IA Perry Creek Water Diversion & Outlet

Structure EGF MN School Reconstruction Mpls MN U of M Walter Digital Technology Center Memphis TN - FedEx Forum Mpls MN Walker Art Center Expansion Duluth MN St. Marys Duluth Clinic 1st St Building St. Paul MN Wilder Center

Agenda

Dynamics of a General Contractor Selection Process Implementation Maintenance Future of Unifier in Construction Take Aways

Dynamics of a General Contractor

Dynamics of a General Contractor

6

HighVoltage

Wind

Industrial

Commercial

Local,State,andFederalGovernment

Community&RealEstate

Education

SportsHealthCare

Civil

Universities,Public&PrivateSchools

PrivateCompanies

Developers

LowTech HighTechEmailFax CellPhoneMail

OldSchool NewHire

BigCityRuralFarmFieldMountainTopUnderwater UndergroundIntheairInthejobtrailerAtthemainoffice Inameeting

WebSmartPhoneTablets

NonProfitsVariousAuthorities

HotelRoomOnSite MyDesk

HotelsWaterTreatment

MissionCritical

Solar Transmission

Distribution

ForeignPC

SVPPM Engineer

Market Diversity

9%

14%

15%

22%

30%Healthcare

RenewableEnergy

Commercial

Education

Sports

Research

Recreational

Hotel

Telecom

Correctional

Manufacturing

OtherKeySegments

Regional Offices

MinneapolisOffice SeattleOffice

MilwaukeeOffice PhoenixOfficeChicagoOffice

DenverOffice

Industry Specific Groups

FederalContractingGroup

NationalProjectsGroupRenewableEnergyGroup

Logistics.. You want the stadium where?!?!

Imagine the RFIs..

Imagine the risks .

Imagine the adaptation to change

Imagine the systems required to manage the project . . .

And walla . . .

By the Numbers

Staff of 45 Supervisory Personnel

1100 Craft Workers on site each day

Over $1,000,000 / day put in place at the peak

5,100 Construction Issues 3,700 Requests for Information 66,500 Request for Proposals

to Subcontractor/Suppliers

Selection Process

Vendor Matrix

Issue Management Must Have

Themanilafolder

Issue Management What it Looked Like

WRITENOTICE

LETTER TOCUSTOMER

WRITENOTICE

LETTER TOCUSTOMER

FORWARD TOCUSTOMER

FORWARD TOCUSTOMER

SET UPCHANGEMGMNT #

SET UPCHANGEMGMNT #

PROJECTMANAGERREVIEW


DATESTAMP

DATESTAMP

COST ENGINEERPREPARES

SUBS REQUESTFOR PRICING



SET UPCHANGEMGMNT #

SET UPCHANGEMGMNT #



COPYCOPY

FILEFILE

FORWARDTO SUBS

FORWARDTO SUBS

RECEIVESUBS

CHANGEPROPOSALS

RECEIVESUBS

CHANGEPROPOSALS

FILEFILE

DATESTAMP

DATESTAMP

COPIES SUBREQUEST FOR

PRICING

COPIES SUBREQUEST FOR

PRICING

DISTRIBUTETO FIELD

DISTRIBUTETO FIELD

YES

REVIEW &ADDRESSPRICING ISSUES


LOG-INCHANGE

QUOTATIONS

LOG-INCHANGE

QUOTATIONS

COPYCOPY

FORWARDQUOTE TO

CUSTOMER

FORWARDQUOTE TO

CUSTOMER

FILEFILE

NEGOTIATECHANGE ORDERPROPOSAL

NEGOTIATECHANGE ORDERPROPOSAL DATE

STAMP

DATESTAMP

FILECONTRACT

MOD

FILECONTRACT

MOD

PREPARESUBCONTRACT

CHANGE ORDERS &UPDATE COSTSTATUS REPORT

PREPARESUBCONTRACT

CHANGE ORDERS &UPDATE COSTSTATUS REPORT

REVIEWCONTRACT

MOD

REVIEWCONTRACT

MOD

ASSEMBLECHANGE ORDERPROPOSAL / ADD

MARKUPS

ASSEMBLECHANGE ORDERPROPOSAL / ADD

MARKUPS

PROJECTMANAGERREVIEW/

APPROVE

PROJECTMANAGERREVIEW/

APPROVE

POSTDOCUMENTS

POSTDOCUMENTS

PROCEEDWITH WORK

PROCEEDWITH WORK

DOESPROPOSAL

INCLUDEAUTHORIZATIONTO PROCEED?

DOESPROPOSAL

INCLUDEAUTHORIZATIONTO PROCEED?

CONTRACTORIDENTIFIED

CHANGENOTICE

CONTRACTORIDENTIFIED

CHANGENOTICE



POSTDOCUMENTS

POSTDOCUMENTS

PREPAREROUGH ORDEROF MAGNITUDE

ESTIMATE


ESTIMATE

SCHEDULEANALYSIS C.O.

FRAGNET


FRAGNETRESUBMITQUOTE ASREQUIRED

RESUBMITQUOTE ASREQUIRED

CUSTOMERISSUES

CONTRACTMOD.

CUSTOMERISSUES

CONTRACTMOD.


ESTIMATE


ESTIMATE

DISTRIBUTE TODESIGNATED

ENGINEER


ENGINEER

ISPROPOSAL

RELATED TO ANEXISTINGISSUE?

ISPROPOSAL

RELATED TO ANEXISTINGISSUE?

YES

NO

ATTACH PROPOSAL TOEXISTING ISSUE NO. IN

ISSUE LOG

ATTACH PROPOSAL TOEXISTING ISSUE NO. IN

ISSUE LOG

ASSIGN NEWISSUE NO. &

LOG INTOISSUE LOG

ASSIGN NEWISSUE NO. &

LOG INTOISSUE LOG

SET UP NEWISSUE FILE

SET UP NEWISSUE FILE

from existingIssue Chart

PROCEEDWITH WORK

PROCEEDWITH WORK

Example: RFI,Submittal

Comment, FieldDirectives

IS PRICINGOK?

IS PRICINGOK?

YES

IS COST INMORTENSON'S

SCOPE?

IS COST INMORTENSON'S

SCOPE?

DISTRIBUTETO STAFF

IN-BASKETS

DISTRIBUTETO STAFF

IN-BASKETS


ENGINEER


ENGINEER

YESor NO

IS COSTIN SUB'SSCOPE?

IS COSTIN SUB'SSCOPE?

YES

YES

NOCOST ENGINEER

PREPARESSUBS REQUEST

FOR PRICING



FORWARDTO SUBS

FORWARDTO SUBS

RECEIVE SUBSCHANGE

PROPOSALS

RECEIVE SUBSCHANGE

PROPOSALS

FILEFILE

DATESTAMP

DATESTAMP

COPY SUBREQUEST FOR

PRICING

COPY SUBREQUEST FOR

PRICING



LOG-INCHANGE

QUOTATIONS

LOG-INCHANGE

QUOTATIONS


FRAGNET


FRAGNET

IS PRICINGOK?

IS PRICINGOK?

PREPARE SUBCONTRACTCHANGE ORDER, NEW

SUBCONTRACT, ORPURCHASE AGREEMENT &

UPDATE COST STATUSREPORT

PREPARE SUBCONTRACTCHANGE ORDER, NEW

SUBCONTRACT, ORPURCHASE AGREEMENT &

UPDATE COST STATUSREPORT

CPM UPDATE

SCHEDULEFRAGNET

CPM UPDATE

SCHEDULEFRAGNET

REQUESTREPRICING FROMSUBCONTACTOR


NO

WILL SUBCOMPLY WITH

REQUEST?

WILL SUBCOMPLY WITH

REQUEST?YES NO PROCEED

WITH QUOTE TOCUSTOMER?

PROCEED WITH QUOTE TO

CUSTOMER?

YES

ASSEMBLE CHANGEORDER PROPOSAL /

MARKUPS WITHCOMMENTS ON

DISPUTED SUB INFO

ASSEMBLE CHANGEORDER PROPOSAL /

MARKUPS WITHCOMMENTS ON

DISPUTED SUB INFO

SUBCONTRACTORDISPUTE

RESOLUTION


RESOLUTION

NO


RESOLUTION


RESOLUTION

DISTRIBUTETO FIELD

DISTRIBUTETO FIELD

PREPARESUBCONTRACT

CHANGE ORDER &UPDATES COSTSTATUS REPORT

PREPARESUBCONTRACT

CHANGE ORDER &UPDATES COSTSTATUS REPORT

(may need to be done morethan once based on timingof Authorization toProceed with Change)



NO

DID SUBCOMPLY WITH

REQUEST?

DID SUBCOMPLY WITH

REQUEST?YES NO SUBCONTACTOR

DISPUTERESOLUTION

SUBCONTACTORDISPUTE

RESOLUTION

YES

UPDATE CPMSCHEDULE WITHAGREED UPON

REVISIONS

UPDATE CPMSCHEDULE WITHAGREED UPON

REVISIONS

WRITENOTICE

LETTER TOSUB

WRITENOTICE

LETTER TOSUB

FORWARDTO SUB

FORWARDTO SUB



COPYCOPY

FILEFILE

DOES THECUSTOMER

ACKNOWLEDGERESPONSIBILITY?

DOES THECUSTOMER

ACKNOWLEDGERESPONSIBILITY?

CUSTOMERDISPUTE

RESOLUTION

CUSTOMERDISPUTE

RESOLUTION

NO

YES

DOES THESUBCONTRACTORACKNOWLEDGE

RESPONSIBILITY?

DOES THESUBCONTRACTORACKNOWLEDGE

RESPONSIBILITY?SUBCONTACTOR

DISPUTERESOLUTION

SUBCONTACTORDISPUTE

RESOLUTIONNO

POSTDOCUMENTS

POSTDOCUMENTS

PROCEED WITHWORK

PROCEED WITHWORK

DISTRIBUTE TOFIELD

DISTRIBUTE TOFIELD

YES

POSTDOCUMENTS

POSTDOCUMENTS

PROCEEDWITH WORK

PROCEEDWITH WORK

DISTRIBUTETO FIELD

DISTRIBUTETO FIELD



FORWARD TOSUB

FORWARD TOSUB

RECEIVEEXECUTED

CHANGE ORDER

RECEIVEEXECUTED

CHANGE ORDER

ROUTE &FILE

ROUTE &FILE

DATESTAMP

DATESTAMP

RECEIVEEXECUTED

CHANGEORDER

RECEIVEEXECUTED

CHANGEORDER

ROUTE &FILE

ROUTE &FILE

DATESTAMP

DATESTAMP



FORWARDTO SUB

FORWARDTO SUB

CUSTOMERISSUED

CHANGEPROPOSAL

31

2

4

1

1

1

1

1

1

1

2

22

2

2

3

2

2

1

3

1

5

2

3

3

33

32

2

3

2

2

2

2

2

222

2

2

1

1

1

1

33

333

2

3

2

2

2

2

3

3

3

3

5

2 2

2

2

2

3

1

4

11

1

2

2

2

2

2

3

3

333

33

3

3

3

2

3

3

33

4

2

4

2

3

NO

RESPONSIBILITYLEGEND


PROJECT MANAGER /SENIOR PROJECT

ENGINEER

DESIGNATEDTEAM MEMBER

SECRETARY

FIELD STAFF

CUSTOMER

2

1

3

4

5

1

1

Change Management C.7-2 Revised 6/23/00

M. A. Mortenson Company 1999-2000 Minneapolis, MN

Issue Management The Issue Itself

REVIEW BYPM OR

DESIGNATE

INCOMINGDOCUMENT

OR REQUEST-DATE STAMP

& LOG

INITIATECHANGE

MANGEMENTWHEN

REQUIRED

RESOLVE& CLOSE

ISSUE

CLOSE OUTISSUE FILE &

ARCHIVE

ISTHIS A NEW

ISSUE?

CREATENEW ISSUE

ATTACH TOEXISTING

ISSUE

FILE INISSUE FILE

FILE INISSUE FILE

NO

YES


PROJECT MANAGER /SENIOR PROJECT

ENGINEER

DESIGNATEDTEAM MEMBER

SECRETARY

FIELD STAFF

CUSTOMER

2

1

3

4

5

3

3

3

31

1

1

21 1

Issue Management vs. Pile Management

Issue Management vs. Pile Management

ISSUESLets

justtalkabouttheISSUE

Managing Change the Manual Way

Create Request for Information (RFI) Print, Sign, Scan, Send email Wait.receive Answer Generate Request for Proposals (RFP) Print RFI, RFPs, Scan Individually, Send emails Wait.receive Sub emails (or perhaps envelopes in

mail) Manually close RFPs, then enter into Project Cost Issue

Management (PCIM)

Managing Change the Manual Way

StaticListofInformationinSoftware

IssueFolders

DataStorageDrive(s)

Time to Change

Mission Critical Software

Differentiate Mortenson

Project Management Administration (PMA) INTUITIVE, COLLABORATE, INTERNET BASED software that

encourages participation by Mortenson, Customers, Architects, Engineers, and Subcontractors.

IMPROVES project COMMUNICATION by providing interactive live access to project documents and information.

IMPROVES EFFICIENCY by decreasing paperwork and significantly reducing duplication of efforts.

Existing Industry Software

SINGLEPROJECT

Contractor

MPLS Chicago

PROJECT PROJECT PROJECT

DenverVS

Individual Enterprise

Why Unifier.?

Selection Process 25+ products/companies evaluated Short List to Three +1

Unifier Allows us to STANDARDIZE critical business processes while

providing appropriate FLEXIBILITY at the Operating Group and project level.

ROBUST WORKFLOW functionality that allows for possible FUTURE UTILIZATION of the product in other non-construction aspects of Mortensons business.

Implementation

PMA Scope in Phases

Enhancements and Integrations

Implementation Deliverables

100% IMPLEMENTATION OF EVERY MODULE on every new project in every Operating Group.

100% UTILIZATION by owners, design professionals and subcontractors, BECAUSE THEY WANT TO.

Vigilance to an overriding principle of SIMPLICITY, while ensuring flexibility

ONE SOURCE OF TRUTH for all internal users

Mortenson Business Processes

The 'How We Always Do It' Method(Very Linear)

GC Owner

CostImpacts

ChangeRequest

Schedule

Impacts

ScheduleExtention

Answers&ChangeDocs

DocumentDistribution

InOwnersSystem

InDesignersSystemPerformedinGCsSystem

(TheBlackHole)Send

Submit

Submit

PaymentNeeds

PaymentRequest

Submit

RequestsQuestions Submit

Design Team

Submits

Initial Approval

Final Approval

End

InitialReview

InitialAnswer

FinalAnswer

End

DocumentManager#1 DocumentManager#2 DocumentManager#3

Fax,Email,Mail,PhoneCall

How Unifier has brought transparency(Many Inter-module Connections)

Change Request

Schedule Extenstion

Answers & Change Docs

All Work Captured In Unifier!!

Single Source of Truth

Design Team

Submits

Initial Approval

Final Approval

EndSend

Submit

Submit

Payment Request

Submit

RequestsSubmit Initial Review

Initial Answer

Final Answer

End

GC Owner

RFI-Project

CorrespondenceConversations

E-MailsLettersFaxes

TransmittalsNotices

Document Distribution

Action Items(Sent to Only

Users)

Meeting Minutes(Sent to Users or Proj Contact Dir people) Submittals

LINK

Design Doc(incl ASI & Bulletins)

Agreements

RFPs

LINK

Submittal Register

(Spec Section)

Proj Contact Directory

Issue

RFI -Subcontractor

LINK

Auto-Create& Reference





Auto-Create& ReferenceAuto-Create

& Reference


LINK

SingleDocumentManager

Early Enhancements

Bi-Directional Updates Continuous Reverse Auto-Populating

Advance Copy

Inter-Module Referencing The Reference Diagram

Consolidation Between BPs Improving Email Handling Query Capabilities

Saved Searches

Attachments Handling Auto-Publish to Document Manager

Issues in Unifier

Maintenance

Implementation Strategy Expand Usage

Future of Unifier in Construction

Enhancements Must Haves Mobile Devices

Isolation of Renewable Projects

Incident Reporting

Punchlists

Field Inspections & Monitoring

Cost Management For Agency CM and Joint Venture Projects

Focus on Integrations to Existing Systems

Building Integration Modeling During Preconstruction During Construction

Request for Bid During Preconstruction During Construction

Take-Aways

Take-Aways(For the vendors in the room too)

Dynamics of a General Contractor Workforce Experience, Market Diversity, Locations Served, Types of Work, Types

of Contracts

Selection Process Scope Development & Identify Must Haves, Evaluate & Short List the Vendors,

Demonstrations, Conference Room Pilot

Implementation Set up Implementation Team, Determine Responsibilities, Migration, Hosting,

Integrations, Scope Refinement, Gather Business Requirements, Establish Deliverables, Development Tips, Pilot, Deploy, Dynamics of a Workflow (don't forget an RFI can be more than just sending a question to the architect)

Maintenance Talk (visit) to Project Teams, Status System Usage, Track the Phone Calls,

Redevelop BP's, Improve the Support Mechanism, DIY Video Training

Future of Unifier in Construction Enhancements to Bolster User Efficiency

THANKYOU

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a gcs persepective on primavera unifier ppt

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