pim-11...project management strategy pim -11 tuesday 11:10 am pim 04 tuesday 2:10 pm pim-10 tuesday...
TRANSCRIPT
PIM-11:What is PIM? The 21st Century Way of Managing Information
Nick Nieder, Dean Moss and Rob Baker, Deltek
Speakers
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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
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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?
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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.”
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What Do You Think?
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» 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?
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One Source of Truth
THE Power of Deltek PIM
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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
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How Does PIM DMS Work?
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Projects
Employees
Organizations
Contacts
Vendors
“Design”
PUBLISH RETRIEVE16
Data Integration Design
ContactsContacts Employees
ProjectsProjects
Vendors Clients Organizations
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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
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
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» 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
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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
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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
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» 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
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When and How to Implement PIMToo busy to adopt new processes?
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Enterprise Information Management System
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» 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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 36
One Source of Truth
THE Power of Deltek PIM
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 37
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
Deltek PIM at Insight 2019
COME LEARN MORE!
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 39
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.