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Programming Project Workflow

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Programming Project Workflow Powered By Docstoc
					Understanding the AEC
      Workflow
   Concept to Closeout
                 Jim Inzeo
                 Adenium Systems
   How many of you have asked
        these questions?
• Can I get an opportunity to quote on the
  printing for your next project?
• We have the best quality, service, and
  price. Why don’t you try me on your next
  project?
• We have a new on line document
  management system, when can I come in
  and show you?
                   Agenda
•   Building lifecycle overview
•   Players involved
•   How to insert yourself in the process
•   Q/A
           Building Lifecycle
•   Concept, Idea
•   Programming
•   Design
•   Bid
•   Build
•   Closeout/Turnover
•   Operation
•   Demolition
               Concept/Idea
•   Business Issues
•   Dissatisfaction
•   Money to invest
•   Disaster rebuilding
            Programming
• Site Selection
• Design team selection
• Municipal approval
         Programming Players
•   Owner
•   Owner’s Representative
•   Developer
•   Architect
•   Surveyor
                 Design
•   SD- Schematic Design
•   DD- Design Development
•   Permit sets
•   CD- Construction Documents
         Design Phase Players
•   Owner
•   Owner’s Representative
•   Developer
•   Architect
•   Surveyor
•   Consultants (Structural, Mechanical,
    Electrical, Plumbing, Civil, Landscaping,
    etc.)
Design Phase Repro Opportunities
•   Large Format color
•   3-D Printing
•   Design collaboration
•   Information Management
•   Document distribution
                Bid Phase
•   Finalize bidding documents
•   Locate/select bidders
•   Prequalify bidders
•   ITB
•   Monitor bid coverage
•   Review and analyze bids
•   Award contracts
           Bid Phase Players
•   Project Manager
•   Estimator(s)
•   Project Coordinator
•   Risk Management
•   Subcontractors
    Bid Phase Repro Opportunities
•   Organizing Bid Packages
•   Invitation to Bid
•   Document Distribution
•   Addenda Notification
•   Deposit cards/checks
•   Manage Return sets
           Construction Phase
•   Construct Building to Specifications
•   Manage Change Orders
•   Maintain Construction Schedule
•   React to The Unexpected
                   Players
•   Project Manager
•   Project Coordinator
•   Project Engineer
•   Superintendent
•   Architect/Consultants
•   Owner
•   Subcontractors
         Key Players Needs
• Project Manager
  – Access to information
  – Keep project on schedule
  – Manage RFI workflow
  – Manage submittal workflow
  – Communication
  – Manage job meetings
  – Subcontractor pay requests
         Key Players Needs
• Project Coordinator
  – Access to information
  – RFI workflow
  – Submittal workflow
  – Organization
  – Distribute meeting minutes
  – Dunning Letters
         Key Players Needs
• Project Engineer
  – Access to information
  – Keep project on schedule
  – RFI workflow
  – Submittal workflow
  – MEP Coordination
         Key Players Needs
• Superintendent
  – Schedule, schedule, schedule
  – Access to information
  – Conflict resolution
  – Orchestration
         Key Players Needs
• Architect/Consultants
  – Access to information
  – Answer RFI’s
  – Review submittals
  – Observation reports
  – Punch list
          Key Players Needs
• Owner
  – Access to information
  – Change order management
  – FF&E
        Key Players Needs
• Subcontractors
  – Submittals
  – Ordering Equipment
  – MEP coordination
  – Schedule
         Construction Phase
         Repro Opportunities
• Information Management
• Scan and Upload
  – RFI/ASI
  – Submittals, Shop Drawings, Door Schedules
  – Meeting Minutes
  – CB’s, CO’s, PCO’s, VE Changes, etc, etc.
• Document Distribution
        Be The Hub
                  Owner

                           Project
        BIM
                           Manager



                  Repro
Authorities                    Architect
                  Shop



       Subs               Consultants

              Superintendent
                Risk Factors
•   Mistakes/Re-work
•   Delays
•   Incorrect Materials
•   Cash Flow
•   Work Stoppages
•   Safety
•   Weather
    Sales = Risk Minimization
• How can you help to limit:
  – Mistakes/Re-Work?
  – Incorrect Materials?
  – Delays?
  – Cash Flow issues?
  – Work Stoppages?
  – Safety?
  – Weather?
   Remember our questions?
• Can I get an opportunity to quote on the
  printing for your next project?
• We have the best quality, service, and
  price. Why don’t you try me on your next
  project?
• We have a new on line document
  management system, when can I come in
  and show you?
Do any of these people care?
NOPE!!!!
      How Do You Proceed?
• Understand the players and what is
  important to them.
• Understand the risk factors and how you
  can lower their risk.
• Understand where you can add value to
  the project.
      How Do You Proceed?
• Refine your message
  – Your business is changing
  – Our business is changing
  – What we can provide is changing
             Sales Guidelines
• “Telling is not Selling” - Brian Tracy
• Don’t “Show up and Throw up” - Jerry
 Stapleton
• “The Creator gave you 2 holes to take in
  information and one to give it out. You
  should use them in that proportion.” –
 Napoleon Hill
               Summary
• Understand who the key players are and
  what is important to them.
• Treat this as a career, not a job.
• Expand your breadth of services to assist
  in the entire building lifecycle.
• Make your customers more productive.
Questions?
Thank You

				
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