pim-06: design process · capture capture project emails, documents and drawings required to...
TRANSCRIPT
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PIM-06:
Design Process Manage Your Project More
Effectively with PIM
Phil Shaw and Emma France, Deltek
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Speakers
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2
Phil Shaw
Sr. Product
Manager
Emma France
Sr. Product
Management Specialist
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Today’s Story
» What is PIM?
» Why is it Important?
» What is Manage and Control?
» Who is Involved?
» How PIM Supports Tasks
» Demonstrations
» Summary
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 3
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What is PIM?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4
1
2
3
45
6
7Email and document
management and
collaboration tools to
keep teams connected
throughout the entire
project.
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What is PIM?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5
Drawing and
Model Management
Administration
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
Drawing Approval
and Mark Up
Contacts
Projects
Organizations
Documents
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Why is it important?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 6
• Who has what?
• Who saw what when?
• What is the latest version?
Common Concerns
• It was sent to the wrong person.
• The wrong version was sent.
• The document was issued late.
Potential Pitfalls
What keeps you up at night??
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How Deltek PIM can lessen your worries ...
• Who has what?
• Who saw what when?
• What is the latest version?
Accurate Records Deadline Reminders
• Distribution list control
• Version control
• Documents submitted on time.
Why is it important?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 7
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Project Lifecycle Timeline
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 8
Conception DesignPre-
constructionProcurement Construction
Post Construction
Drawing Approval
and Mark UpSubmittals
Document
Transmittals
Drawing, Document & Model Management
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What is Manage & Control?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 9
TransmittalsInternal Drawings, Specs, etc.
External Drawings, Specs, etc.
Design + Construction Deliverables
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Who is Involved?
Projects
TransmittalsInternal Drawings, Specs, etc.
External Drawings, Specs, etc.
Design + Construction Deliverables
Owner
General Contractor
OwnerProject
Manager
General Contractor
General Contractor
Project Manager
Owner
Designers
Other Designers
Designers
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How PIM Helps with Common Tasks
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 11
Makes it Easy
• To find documents
• To share information
Lowers Risk
• Of lost data
• Of lost time
Improves Efficiency
• Update data only once
• Integrate process control
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 12
Documents
Deeper Dive Demonstration
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Documents Deep Dive 13
Editing document properties
Document Searching Using Filters & Metadata
Routes in to the Document Management System
Folder Structures
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved.14
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 27
Submittals
Deeper Dive Demonstration
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The PIM Submittal Process
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 28
» Our solution focuses on the architect’s interactions with
the general contractor and their specialists.
» The Submittals process may involve more roles, but we’re
concentrating on the architect’s involvement.
General Contractor
Subcontractor
General Contractor
Architect
Specialists
Architect
General Contractor
Subcontractor
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 28
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GENERAL CONTRACTOR
> Create submittal
> Enter details
> Add attachments
ARCHITECT
> Receive notification
> Add recipients
> Approve / reject with comments
RECIPIENT
> Receive notification
> View details
> Attach response documents
> Reply
ARCHITECT
> Receive notification
> View comments
> Enter final response w/ comments
GENERAL CONTRACTOR
> Review final response
> View/ download details
Completed
Reject
Complete
Approve
Resubmittal
Reply
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 29
Approve
for ReviewSubmit
Reply
Complete
Reject
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 30
GENERAL CONTRACTOR
> Create submittal
> Enter details
> Add attachments
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 31
ARCHITECT
> Receive notification
> Add recipients
> Approve / reject with comments
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 32
ARCHITECT
> Receive notification
> Add recipients
> Approve / reject with comments
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 33
ARCHITECT
> Receive notification
> Add recipients
> Approve / reject with comments
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 34
RECIPIENT
> Receive notification
> View details
> Attach response documents
> Reply
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 35
ARCHITECT
> Receive notification
> View comments
> Enter final response w/ comments
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved.36
GENERAL CONTRACTOR
> Review final response
> View/ download details
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 37
March 2020
Submittals Coming Soon
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 38
Transmittals
Deeper Dive Demonstration
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Transmittals in Action
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 39
Architect can see the record in PIM that the documents have been downloaded
Team member receives attachment and download link
Architect (and Deltek PIM user) creates a transmittal and sends it to other team members
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Transmittals in Action 48
Architect can see the record in PIM that the documents have been downloaded
Team member receives attachment and download link
Architect (and Deltek PIM user) creates a transmittal and sends it to other team members
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Transmittals in ActionC
ON
FIDEN
TIAL ©
Deltek, In
c. All R
ights R
eserved.
52
Architect can see the record in PIM that the documents have been downloaded
Team member receives attachment and download link
Architect (and Deltek PIM user) creates a transmittal and sends it to other team members
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 54
Online Review and Mark Up
Deeper Dive Demonstration
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Online Review & Mark UpC
ON
FIDEN
TIAL ©
Deltek, In
c. All R
ights R
eserved.
55
Architect can see the comments in PIM
Team member receives email link, reviews document
Architect (and Deltek PIM user) selects a document to be reviewed & sends it out
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Online Review & Mark Up 57
Architect can see the comments in PIM
Team member receives email link, reviews document
Architect (and Deltek PIM user) selects a document to be reviewed & sends it out
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Online Review & Mark UpC
ON
FIDEN
TIAL ©
Deltek, In
c. All R
ights R
eserved.
59
Architect can see the comments in PIM
Team member receives email link, reviews document
Architect (and Deltek PIM user) selects a document to be reviewed & sends it out
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One
Source
of
Truth
Deltek PIM and Deltek Collaboration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 61
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
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Summary
» Info in one place
» Records of who, what, where, when
» Assurance that you are covered
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CONFIDENTIAL © Deltek, Inc. All Rights Reserved.63
Q&A
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What’s Next?
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 AM
PIM-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
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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.
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