effective document management/handover in the engineering and construction sector

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Effective Document Management/Handover in the Engineering and Construction Sector

Brian King, OracleJason Matthews & Richard Troth, Lifecycle TechnologiesSeptember 29, 2014

Presented with


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Agenda

Cause and Effect

Solution & Workbench

Lifecycle technologies

1

2

3


Complex Information Flows

Architect

Engineer

Contractor

Construction Maintenance

Facilities

Handover

Commissioning

Design Construct OperateHandover

Owner


Often result in thisIt is now widely recognized that O&M represents the greatest expense in owning and operating a facility over its life cycle. The accuracy, relevancy, and timeliness of well-developed, user-friendly O&M manuals cannot be overstated. Hence, it is becoming more common for detailed, facility-specific O&M manuals to be required as a part of the total commissioning process.National Institute of Building Sciences

http://www.nibs.org/


Agenda

Cause and Effect


Lifecycle Technologies

1

2

3


Our vision for the future of Construction

Lead to Contract

Knowledge EnterpriseSingle Version of ‘Big Data’ Deeper ‘unanticipated’ Insight

Win More Work Deliver Better Projects

Be more Informed

Improved Client Experience

Project & Construction Execution

Digital Handover

The Social EnterpriseConnect & Collaborate

The Digital ProjectProject Information

Management

Improved Bidding Automate O&M Details


Oracle Reference Architecture

User Interaction and Collaboration

Ente

rpris

e D

evel

opm

ent

Ente

rpris

e M

anag

emen

t

Shared Grid InfrastructureEn

terp

rise

Secu

rity

Information Infrastructure

Information Assets

SOA and EDA Infrastructure

Business Services

Business Processes

Architecture Concepts Principles & Guidelines Architecture Views Component Drilldowns Software Capabilities Product Mappings

http://www.oracle.com/goto/ITStrategies


Demo

Risk & Performance Analytics

BusinessDevelopment

Project Execution

Business Management

Plan, Design, and Procure

Project Close-Out

1

3

4

2

5

Operate & Maintain6

Human Capital Management

Collaborative Design Platform

8

9

Building InformationModeling (BIM)

7

Project Leads

Design Approval Change Order

Work Order

Budget &Forecast

Forecast& Actuals

10

http://oow-ceibu.rightnowdemo.com/cgi-bin/oow_ceibu.cfg/php/admin/launch.php

http://121.242.159.99:8203/p6/action/login

http://121.242.159.99:7077/bluedoor

http://appsnet5.wipro.com:8020/

http://sibu0237.osc.us.oracle.com/CAL_PortalApp-CAL_PortalApp-context-root/faces/home.jspx


Agenda

Cause and Effect


Lifecycle Technologies

1

2

3


Key StakeholdersDigital Operations & Maintenance Manual

Project Director• Review status & progress

Technical Author• Content creation, upload,

modify after feedback

Delivery Team• Tie commissioning and performance

data to the as build 3D model

Customer Team• Project soft landing• Fully documented

Document Controller• Build agreed structure from templates• Ensure quality and consistency

Construction Team• Review and approve submissions• Confirm as built not as designed

Facilities Management• Integration with the Help Desk• Asset service schedules• Performance criteria

Maintenance Team• Parts list• Maintenance instructions


Lifecycle Technology

Jason Matthews – CEORichard Troth - CTO

• Industries- E & C, Process and Industrial Manufacturing

• Consulting - We deliver paperless environments by integrating Oracle Technology into customers’ existing applications

• Technology Expertise - Oracle AutoVue, Oracle Primavera, SAP, SharePoint & Systems Integration


Session ID: CON7351Session Title: Delivering Paperless Document Control with a “Digital Project Portal” at CH2MhillVenue / Room: Westin Market Street - ConcordiaDate and Time: 10/2/14, 13:45 - 14:30


Industry Leading Technology

Signing

Reviewing

Approving

Analysing

Converting

Stamping

Record Keeping

Mark-upField Feedback

Collaboration

Compare


We help Oracle Customers Streamline Document and Engineering Information Management

Application Add-Ons

Process & Workflow Integration

Document Management Integration


Innovative Solutions for IndustryPaperless City Planning Paperless Document Control


Innovative Solutions for Industry

Engineering Information forSharePoint

Connect Primavera Applications to SharePoint

http://www.google.com/url?sa=i&rct=j&q=sharepoint%20logo&source=images&cd=&cad=rja&uact=8&docid=9c62-T5S0KuszM&tbnid=EbLpa_DGHpcXiM:&ved=0CAYQjRw&url=http://blogs.webtrends.com/2014/01/everything-you-need-to-know-about-sharepoint-adoption/&ei=aY4wU4SfLYWo0QX-goCwDw&bvm=bv.62922401,d.ZG4&psig=AFQjCNFIwgoSjo7gfSXVy8X4QRprp2IKWg&ust=1395777491829410

http://www.google.com/url?sa=i&rct=j&q=oracle%20primavera%20logo&source=images&cd=&cad=rja&uact=8&docid=__lOdE_pvHtDHM&tbnid=uR9jimjL1YFm3M:&ved=0CAUQjRw&url=https://pma.mortenson.com/help/setup/Getting_Started.htm&ei=X-A6U9GwC-mX1AWZ44HQAQ&bvm=bv.63934634,d.d2k&psig=AFQjCNGMSZu-0jE0DCp-Vdm4Ch516Ew2NQ&ust=1396453828643618



Engineering Information Solutions for SAP

Engineering Information Solutions for Siemens PLM

http://www.google.com/url?sa=i&rct=j&q=siemens+plm+logo&source=images&cd=&cad=rja&uact=8&docid=3ApEC-MGZ8kdzM&tbnid=_swqWvPRrpmI3M:&ved=0CAUQjRw&url=http://www.plmworld.org/p/cm/ld/%26fid%3D415&ei=LZA6U_SGJuyX0QXg9IHgDQ&bvm=bv.63934634,d.d2k&psig=AFQjCNFsmGw9fqEd96BnsPsc7kP8HGES1A&ust=1396433282857918



Solutions for Web Centre Content Solutions for Unifier


So what’s so special about Lifecycle?

• We are experts in delivering AutoVue enterprise class solutions

• Our approach and track record gives our customers access to unique experience and capabilities

• Our advanced integrations and systems integration capabilities ensure rapid time to value

• Partnering is key to our business

“CH2M HILL significantly drives down costs of document control and creates competitive advantage thanks to Paperless Project Delivery from Lifecycle Technology” IT as a competitive advantage

www.lifecycle-tech.com

http://www.lifecycle-tech.com/


Key StakeholdersDigital Operations & Maintenance Manual




Delivery Team• Tie commissioning and performance








Owner & Operator• Quickly access &

view electronic documents

Facilities Manager• Instantly view, share

and review facilities data and as-built

information

Subcontractors• View, measure, analyze documents

• Add markups in the context of the

design

General Contractor/EPC

•Keep building teams in sync

•Expedite RFIs•Track changes and

streamline communication

Architectural Firm• Efficiently

communicate design intent

Suppliers• Integrate suppliers into the

project development process

Public Sector• Access to the

complete trail of historical

changes

Key StakeholdersThe Information Highway


What is the Industry Living with?Disparate applications that are hugely Inefficient

Paper Based Document Control

Desktop Applications

Integrated Solution

PrintingCopyingMark-up

DuplicationUncontrolledDownloading

PrintingCopyingMark-up

DuplicationUncontrolledDownloading

Technical IntegrationRich Set of Tools

Process Integration




modify after feedbackDelivery Team• Tie commissioning and performance







Key StakeholdersHow do we connect the dots?






Design

ConstructO

perateH

andover

Key StakeholdersThe Information Lifecycle


Advanced Digital Workbench Tools

Transmittals Co-ordination

Structural & Piping Review

BIM Co-ordination

Digital Checklists






Integrated Process & Control

Rich Set of Tools

Information Management

Key StakeholdersStreamlining the Information Flow Meta & Workflow Driven


Key StakeholdersDemonstrations




Scenario 1

Scenario 2

effective document management/handover in the engineering and construction sector

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