PIM-06: Design Process · Capture Capture project emails, documents and drawings required to...

PIM-06:

Design Process Manage Your Project More

Effectively with PIM

Phil Shaw and Emma France, Deltek

Speakers

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Phil Shaw

Sr. Product

Manager

Emma France

Sr. Product

Management Specialist

Today’s Story

» What is PIM?

» Why is it Important?

» What is Manage and Control?

» Who is Involved?

» How PIM Supports Tasks

» Demonstrations

» Summary


What is PIM?


1

2

3

45

6

7Email and document

management and

collaboration tools to

keep teams connected

throughout the entire

project.

What is PIM?


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

Why is it important?


• 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??

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?


Project Lifecycle Timeline


Conception DesignPre-

constructionProcurement Construction

Post Construction

Drawing Approval

and Mark UpSubmittals

Document

Transmittals

Drawing, Document & Model Management

What is Manage & Control?


TransmittalsInternal Drawings, Specs, etc.

External Drawings, Specs, etc.

Design + Construction Deliverables

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

How PIM Helps with Common Tasks


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


Documents

Deeper Dive Demonstration

Documents Deep Dive 13

Editing document properties

Document Searching Using Filters & Metadata

Routes in to the Document Management System

Folder Structures


Submittals


The PIM Submittal Process


» 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


GENERAL CONTRACTOR

> Create submittal

> Enter details

> Add attachments

ARCHITECT

> Receive notification

> Add recipients

> Approve / reject with comments

RECIPIENT


> View details

> Attach response documents

> Reply

ARCHITECT


> View comments

> Enter final response w/ comments

GENERAL CONTRACTOR

> Review final response

> View/ download details

Completed

Reject

Complete

Approve

Resubmittal

Reply


Approve

for ReviewSubmit

Reply

Complete

Reject


GENERAL CONTRACTOR

> Create submittal

> Enter details

> Add attachments


ARCHITECT


> Add recipients



RECIPIENT


> View details

> Attach response documents

> Reply


ARCHITECT


> View comments

> Enter final response w/ comments


GENERAL CONTRACTOR

> Review final response

> View/ download details


March 2020

Submittals Coming Soon


Transmittals


Transmittals in Action


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

Transmittals in Action 48





Online Review and Mark Up


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

Online Review & Mark Up 57




One

Source

of

Truth

Deltek PIM and Deltek Collaboration


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

Summary

» Info in one place

» Records of who, what, where, when

» Assurance that you are covered



Q&A

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


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.

PIM-06: Design Process · Capture Capture project emails, documents and drawings required to...

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Transcript of PIM-06: Design Process · Capture Capture project emails, documents and drawings required to...