pim-11...project management strategy pim -11 tuesday 11:10 am pim 04 tuesday 2:10 pm pim-10 tuesday...

PIM-11:What is PIM? The 21st Century Way of Managing Information

Nick Nieder, Dean Moss and Rob Baker, Deltek

Speakers

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Nick Nieder

Director, Product

Management

Dean Moss

Sr. Product

Manager

Rob Baker

Sr. Product Management

Specialist

Today’s Story» Document Control Challenge

» Risk of Unstructured Data

» Reality of Documents in Your Business

» Is It Worth Being Organized?

» PIM in Action

» Email Control

» Different Ways of Managing Documents

» Why PIM Adds Value


Questions For You

I love

email!

Who uses

network

share?

I hate

email!

I see technology

as an enabler for

my business!

How many

Windows folders

do you have per

project?

Who sees

unstructured data

as a risk to their

business?

Who has a

DMS?


Often Feels Like…


The Information Management Challenges


Is This Something New?

make changes in something

established, especially by introducing new methods, ideas, or

products

In the Beginning Evolution Of The Design Office

Birth Of Computing Looking Into The Future

The Technology Journey

8

Data is growing faster

than ever by 2020

approx. 1.7 megabytes of

new information will be

created every second for

every human being

on the planet

Forbes 2015

What Do We Mean by Unstructured Data?“Unstructured data (or unstructured

information) refers to information that either does

not have a pre-defined data model or is not

organized in a pre-defined manner.”

“Merrill Lynch cited a rule of thumb that

somewhere around 80-90% of all potentially

usable business information may originate in

unstructured form.”


What Do You Think?


» How well organized is your firm?

» Could you be better organized?

» Should you be better organized?

» Can you share information easily?

» Do you know where all your key project

information is located?

» Is being more organized something you

are willing to invest in?

© Deltek, Inc. All Rights Reserved.

Business Leader Concerns» How do I find the “$1 million email”?

» We need to collaborate more

» Drive risk out of our business

» Great control of data

» What should I do about digital

transformation?

» How do I build a platform for growth?


Demonstration: One Place of Truth


One Source of Truth

THE Power of Deltek PIM


CaptureCapture project emails, documents and drawings required

to deliver a project in one central location.

ProtectProtect your company with a robust quality control process and audit trail to mitigate risk and resolve disputes faster.

Organize and control project information and document revisions, making them searchable and saving you time.

Simplify project delivery processes by streamlining the way project documents such as RFIs are tracked.

Collaborate more efficiently by empowering internal and external teams to make and document decisions quickly.

Organize

Simplify

Collaborate

PIM Core & Collaboration

Drawing and

Model Management

Administration

Drawing and Document

Management

Submittals

Email Management

Mobile Working

Custom Form

Builder

Subcontractor

Bid Management

Contract Management

Document

Transmittals

Cache Server

Manager

Revit & AutoCAD

Connectors

PIM Viewer

Contacts

Projects

Organizations

Drawing Approval

and Mark Up


How Does PIM DMS Work?

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

Projects

Employees

Organizations

Contacts

Vendors

“Design”

PUBLISH RETRIEVE16

Data Integration Design

ContactsContacts Employees

ProjectsProjects

Vendors Clients Organizations


How is a DMS Different than Windows Folders?Project Director

» Have a templates library to produce standard documents quickly

» Create an audit of who created documents and when

» Implement automatic version control

» Have a simple consistent folder structure so everyone knows where documents should be filed and found

» Have various ways of finding a document including by searching text content

» CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 18

One Place of Truth

Demonstration


What is Document Management?

Central system

Secure/ authorized

access

Version control + rollback

Check-in/check-out

Audit trail on edit/upload and

on read

Tagging/meta data

Text searching

Document Management – What Are Your Choices?

© Deltek, Inc. All Rights Reserved. 23

Deltek PIM Dropbox Newforma Sharepoint Windows Paper

Risk

Searching

Audit

Versioning

SaaS

Effort

Gain Control of Your InboxProject Manager

» Capture emails easily by project to reduce my inbox and allow sharing

» Ensure my colleagues don’t forget to capture emails so I can keep track

» The system to help me include the right project contacts in emails

» Automatically tag emails using data

» Allow emails to be searched when in Outlook or when using the desktop


Email Control

Demonstration


Why Do Something About It?


» Silos of project data are detrimental to your success

» Keep drawings, correspondence, submittals and more

in one central location that all team members can

access

» No more inconsistent file structures or displaced files

» Ensure team members are working on most up-to-

date files

» Spend less time organizing and more time executing

projects

» Share large files easily

Solve Document Management andImprove Quality Assurance


What are the Benefits of Being Organized?» Repetitive processes modelled in software

» Documents + emails stored consistently + tagged

» Latest version of documents obvious

» One record of each contact / company

» Drawings created and transmitted consistently

» Corporate function documents structured

» Pervasive consistent company branding



REDUCEUNPRODUCTI

VE TIME

Too many emails

Inefficient email

archives

Knowledge silos

Communication

barriers

Difficult to share files

Unstructured

network folders

Limited control of current

data

Struggle finding

documents

Increased risk in

litigation

What are the Benefits of Being Organized?

Return on Investment

“If PIM saves us

4 minutes per person

per day, it will deliver a

return on the investment

within the first 12 months.”

David HillsRH Partnership Architects


» 25 person architectural firm in

Queensland Australia

» Extra 4,302 hours gained per

year

» $14,511 USD per person per

year

ROI: $362,785/year

Return on Investment


When and How to Implement PIMToo busy to adopt new processes?


Enterprise Information Management System

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

» Central hub for document

management and file sharing

» Smart email management

» Eliminate silos of information

» Easily find critical documents

» Collaborate with entire team

» Accessed through Vantagepoint /

Vision / Ajera or web browser

1

2

3

45

6

7

35

Be More Organized• Easy to find documents

• Heightened professionalism to impress clients and employees

• Futureproofing the business with software that can scale with you as you grow

Reduce Risk• Audit trail of all documents and emails

• Version control ensures you are always working on the right document or drawing

• Risk of loss of data or loss of time low

Collaborate More• Truly integrated working with transparency

across all projects and teams

• Get the information you need, wherever you are

• Seamless working between office and site teams

Improve Efficiency• One place to access and share project

information

• Reduce data entry duplication across documents and spreadsheets

• A central repository for everything your business needs means a truly paperless office

One Source of Truth


One Source of Truth

THE Power of Deltek PIM


CaptureCapture project emails, documents and drawings required

to deliver a project in one central location.

ProtectProtect your company with a robust quality control process and audit trail to mitigate risk and resolve disputes faster.

Organize and control project information and document revisions, making them searchable and saving you time.

Simplify project delivery processes by streamlining the way project documents such as RFIs are tracked.

Collaborate more efficiently by empowering internal and external teams to make and document decisions quickly.

Organize

Simplify

Collaborate

Q&A


Deltek PIM at Insight 2019

COME LEARN MORE!


What is Deltek PIM? The 21st Century Way

of Managing Information

Preparing for Growth with Deltek PIM: What’s the ROI

Empower Users to Get the Most Out of

Your Data, Regardless of Role

Modernizing Firm Communication with Deltek PIM

Roadmap for Deltek PIM:

The Future is Now

Integrating PIM into a Complete

Project Management Strategy

PIM-11

Tuesday 11:10 AMPIM-04

Tuesday 2:10 PM

PIM-10

Tuesday 3:20 PMPIM-02

Tuesday 4:30 PM

PIM-07

Wednesday 10:00 AM

PIM-01

Wednesday 11:10 AM

Design Process: Manage Your Project More Effectively with

Deltek PIM

How to Make Your Implementation

Great: A Customer Panel Discussion

Collaborate with Your Stakeholders at a New Level with Deltek PIM

and Deltek Collaboration

PIM Email Management: Tips & Tricks

Journey to Deltek PIM

Construction Administration:

Execute Your Project More Effectively with

Deltek PIM

PIM-06

Wednesday 2:10 PM

PIM-08

Wednesday 3:20 PM

PIM-09

Wednesday 4:30 PM

PIM-03

Thursday 8:30 AMPIM-12

Thursday 9:40 AMPIM-05

Thursday 10:50 AM

Customer Story

Project Process

Visit the UX Kiosk in the Expo Hall» Complete self-directed usability test sessions in a genius bar type setup

on topics the product teams are ideating on.

» Schedule a 1:1 Usability session that will take place in the Usability Lab.

» All the data gathered here helps drive product design decisions!

» PIM-09 Collaborate with Your Project Stakeholders at a New Level with Deltek PIM and Deltek Collaboration Wednesday at 4:30 in Sanibel 2-3

» Stop by the UX Kiosk in the Expo Hall to share your Insights with us!

» We are looking for usability participants who are heavy project document users to help us evaluate concepts for Deltek Collaboration. If your company is interested drop us a business card.