Project and Portfolio Managementand BIM for the Plan B ild Operateand BIM for the Plan, Build, OperatePhases of a Facilities Lifecycley

Agendag

• Introduction

• The BIM MethodologyThe BIM Methodology

• Infrastructure Lifecycle Management

• BIM and ILM in Practice: • Technology integration initiative at a design/buildTechnology integration initiative at a design/build firm: The Ryan Companies

Corporate Facts/Leadership

• Provider of software solutions for managing complex capital projects programs and facilitiesprojects, programs and facilities

• Optimize how you “plan, build and operate” your assets• Market leadership - established track record of performancep p

– 5,000 companies; 100,000 users across a global community– #1 in market share, project management and collaboration software

• Industry expertise – it shows in our products services and staffIndustry expertise it shows in our products, services, and staff• Comprehensive solutions - portfolio of products and deployment

options• Long term solution – vibrant partner community; forward-looking

technology strategiesT h l l d hi Mi ft ld d d t• Technology leadership - Microsoft gold and managed partner

• Financial strength - independent, wholly owned subsidiary of Trimble (NASDAQ: TRMB)( )

Meridian Across IndustryAEC Sector Public SectorCommercial Sector

y

Meridian Across IndustryyAEC Sector Public SectorCommercial Sector

HorizontalAbout Horizontal:About Horizontal:

• Independently owned by three partners with 30 years experience.

• We create software and management tools to maximize the value 

of BIM and Project Management

• We offer BIM consulting and modeling services.g g

• Horizontal Glue™ currently in use on over $500 million in projects.

“Horizontal was instrumental in the successful implementation of BIM technologies for multiple projects for Turner Boston.”

Peter JohnsonDirector of Virtual Technologies GroupTurner Construction Company

Integrate people, systems, business structures and practicesp

Through all phases of design fabrication anddesign, fabrication, and construction

A View of BIM

• An aligned definition of BIMa g ed de t o o

• A methodology

• A data authoring toolA data authoring tool

• A collaborative platform

• To achieve successful collaboration BIM• To achieve successful collaboration, BIM 

Needs Open Exchange

f ’• Support for ISO 15926, IFC’s, agcXML, etc.

• Every team member has a unique view of BIM

• These views can be enabled from a web‐based project database.

• Team members should be able to work in their own design platforms.

BIM ≠ Single Tool

Tools of the Trade

Structural Engineer

Steel Fabricator Architect

glue

Mechanical ContractorMechanical Engineer

Mechanical Contractor

Real life with BIM• Typical project design data exchanges (grossly simplified)

• Leads to BIM Islands

• And gaps between project management data

Collaborative Environment• Enhanced project architecture

• Integrated Project EnvironmentIntegrated Project Environment

olut

ion

Glu

e S

o

Collaborative BIM Server

G

Integrated Project Deliveryg j y

Infrastructure Lifecycle Management (ILM)Management (ILM)

Infrastructure Lifecycle Management (ILM) describes applications that optimize the continuous “plan – build – operate” lifecycle for complex capital-intensive projects and facilities by managing all process and data in one central enterprise system of record

1.1. PlanPlan (6(6--24 Months)24 Months)::Where / What / WhyManage project pipelines, site development, entitlements 2.2. Build Build (6(6--36 Months)36 Months)::

When / HowTrack budgets, contracts, changes schedules scope and qualityschedules, scope and quality

ILM Applications Market Gro th3.3. Operate Operate (20+ years)(20+ years)::

ILM Applications Market Growth

$3 Billion in 2006 (IDC) $5 Billion by 2011 (IDC)

pp ( y )( y )Ongoing top / bottom lineDirect asset management, work orders and maintenance

The ILM Ecosystemy

OperateOperateBuildBuildPlanPlan Solution NeedsOperateOperate

Plan ProjectsScope/Schedule/Budget

Construction OversightApprovals

Facility OperationsAsset ManagementOwner / Owner /

E t iE t i

BuildBuildPlanPlan Solution Needs

InfrastructureLif lScope/Schedule/Budget

Project Mgmt PlanSolicit Bids / Proposals

Feasibility Study

ApprovalsStatus ReportsPrepare of Occupancy

Asset ManagementMaintenance & RepairRemodel and Renew

Enterprise Enterprise OperatorOperator

LifecycleManagement

Feasibility StudyConcept DesignsPreliminary DesignsConstruction DocumentsSurvey

SurveyDesign Oversight

ArchitectsArchitectsEngineersEngineers

Survey FirmsSurvey Firms

Project PortfolioManagement

Pre-Construction

Buy Material and LaborDetailed SchedulesDetailed BudgetsContracts

GeneralGeneralContractorsContractors

Project PortfolioManagement

Change ManagementCommission and Test

Manufacture Materials

g

Manufacture MaterialsDeliver and InstallProfessional ServicesTest

SpecialtySpecialtysubcontractorsubcontractor

Project Management

Quantifiable Impactp

• NIST Study (Department of Commerce)

Ineffective Transfer of KnowledgeKnowledge

Owners inability to capture information during the planning andOwners inability to capture information during the planning and building phases of new projects

The ILM Ecosystem

OperateOperateBuildBuildPlanPlan Solution Needs

y

OperateOperate

Plan ProjectsScope/Schedule/Budget

Construction OversightApprovals

Facility OperationsAsset ManagementOwner / Owner /

E t iE t i

BuildBuildPlanPlan Solution Needs

InfrastructureLif lScope/Schedule/Budget

Project Mgmt PlanSolicit Bids / Proposals

Feasibility Study

ApprovalsStatus ReportsPrepare of Occupancy

Asset ManagementMaintenance & RepairRemodel and Renew

Enterprise Enterprise OperatorOperator

LifecycleManagement

Feasibility StudyConcept DesignsPreliminary DesignsConstruction DocumentsSurvey

SurveyDesign Oversight

ArchitectsArchitectsEngineersEngineers

Survey FirmsSurvey Firms

Project PortfolioManagement

Pre-Construction

Buy Material and LaborDetailed SchedulesDetailed BudgetsContracts

GeneralGeneralContractorsContractors

Project PortfolioManagement

Change ManagementCommission and Test

Manufacture Materials

g

Manufacture MaterialsDeliver and InstallProfessional ServicesTest

SpecialtySpecialtysubcontractorsubcontractor

Project Management

Our Value Propositions

• Visibility: See what is really happening on your Programs, Projects and Facilities PROACTIVELYg , j

• Consistent Process: C t A t t• Consistent Process: Create, Automate, Enforce and Audit Company Best Practices and Procedures

• System of Record: One system for all yinformation pertaining to budgets, contracts, schedules, designs, correspondence, assets, work orders, etc.

• Ease of Use: Use Internet Explorer or Microsoft Office to securely access the system and your specificOffice to securely access the system and your specific role based information

Our vision is to maximize productivity andOur vision is to maximize productivity and minimize losses due to systems

interoperability for organizations managinginteroperability for organizations managing the plan-build-operate phases of capital

j t d f ilitiprojects, programs and facilities

O t t i t f ilit t ti ht i t tiOur strategy is to facilitate tight integrations between our solutions and software used in

the planning, design, fabrication and construction of a facilityconstruction of a facility

Integrated Project Deliveryg j y

Good Integration / Bad IntegrationIntegration

So What Should Be Integrated?

Automate Designs to Budget

Value Propositions ILM

g

Automate Designs to Budget Development Process

Automate Bill of Materials to the Procurement and Bidding Process g

4D Simulations of Construction Process for Site Logistics Planning

2D Drawings from BIM linking Bidding and Contract Documents to DesignsSubmittal Approval business process pp plinked to Fabricators BIM Model

Link Visual Clashes in BIM to a documented Q & A process

BIM of Space and Equipment populate Asset and Maintenance Business System

Design to Budget Development Integration

BIM Design Iterations > Budget and Approval Cycle

ILM

Estimate BudgetScopeEstimate BudgetScope

BIM

B

Evolving Model: QTO x Cost Database Reduced Contingency  

Design to Budget Development Integration

BIM > Estimation > Budget at Ryan Companies

BIM enabled [virtual] RFI’s

BIM Clash Detection > RFI Management

ILM

Design ChangeRFI Tracking

BIM

B BIM Generated RFIClash Detection Reduced Field Changes

BIM Enabled RFI’s

BIM > RFI > Resolution at Ryan Companies

Bill of Materials Integrated with Buyout ItemsILM

Buyout ItemsBid Package

BIM

B

Fast and Accurate Procurement

QTO + Manufacturer Data

Spatial and Equipment Models Integrated with Asset Managementg

ILM

Equipment AssetsFacilities Portfolio

BIM

B

Geo‐referenced Model

Automate Work Orders

Initiatives and Partnerships p

• Horizontal  and Meridian are working to develop industry standards.

• National BIM Standard on Precast Concrete– IFC2x4 extensions, ISO 15926, agc XML 

• Numerous Partnerships and Advisory Roles• Numerous Partnerships and Advisory Roles

To Learn More…

• For Ryan and BIM Case Studies, go to:my.meridiansystems.com/downloadsy y

• brandt@horizontal-llc.combrandt@horizontal llc.com

k i h @ idi t• mkrichman@meridiansystems.com

• Stop by the booth!