A g cs persepective on primavera unifier ppt

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A GC's Perspective on Primavera Unifier

Prepared by:Chad BradyProject Controls ManagerMortenson Construction

Implementation Successes & ChallengesTo Migrate or NOT to MigrateUser Experience

Session ID#: 15452

M. A. Mortenson, Sr. had one purpose in mind when he founded Mortenson

Construction in 1954 . . . To build structures and facilities for the

advancement of modern society.

Family-owned firm – 60 years strong Seven geographic office locations Seven industry-specific operating groups Industry leaders in technology & sustainability 2,175 team members Leadership, stability & financial strength

Background Degree in Construction Engineering w/EIT Started with Mortenson 1997 Project Manager on many complex projects Leadership, Dedication & Motivated

Chad Brady, LEED AP Project Controls Manager Mortenson Construction Phone: 763-287-5344 [email protected] http://www.mortenson.com

Notable Projects Sioux City IA – Perry Creek Water Diversion & Outlet

Structure EGF MN – School Reconstruction Mpls MN – U of M Walter Digital Technology Center Memphis TN - FedEx Forum Mpls MN – Walker Art Center Expansion Duluth MN – St. Mary’s Duluth Clinic 1st St Building St. Paul MN – Wilder Center

Agenda

■ Dynamics of a General Contractor■ Selection Process■ Implementation■ Maintenance■ Future of Unifier in Construction■ Take Aways

Dynamics of a General Contractor

Dynamics of a General Contractor

6

High Voltage

Wind

Industrial

Commercial

Local, State, and Federal Government

Community & Real Estate

Education

SportsHealth Care

Civil

Universities, Public & Private Schools

Private Companies

Developers

Low Tech High TechEmailFax Cell PhoneMail

Old School New Hire

Big CityRural Farm FieldMountain TopUnderwater UndergroundIn the air

In the job trailerAt the main office In a meeting

WebSmart PhoneTablets

Non‐ProfitsVarious Authorities

Hotel RoomOn Site My Desk

HotelsWater Treatment

Mission Critical

Solar Transmission

Distribution

ForeignPC

SVPPM Engineer

Market Diversity

9%

14%

15%

22%

30%Healthcare

RenewableEnergy

Commercial

Education

Sports

Research

Recreational

Hotel

Telecom

Correctional

Manufacturing

Other Key Segments

Regional Offices

Minneapolis Office Seattle Office

Milwaukee Office Phoenix OfficeChicago Office

Denver Office

Industry Specific Groups

Federal Contracting Group

National Projects GroupRenewable Energy Group

Logistics….. You want the stadium where?!?!

Imagine the RFI’s…..

Imagine the risks …………….

Imagine the adaptation to change ……

Imagine the systems required to manage the project . . .

And walla . . .

By the Numbers

■ Staff of 45 Supervisory Personnel

■ 1100 Craft Workers on site each day

■ Over $1,000,000 / day put in place at the peak

■ 5,100 Construction Issues■ 3,700 Requests for Information■ 66,500 Request for Proposals

to Subcontractor/Suppliers

Selection Process

Vendor Matrix

Issue Management – Must Have

The “manila folder”

Issue Management – What it Looked Like

WRITENOTICE

LETTER TOCUSTOMER

WRITENOTICE

LETTER TOCUSTOMER

FORWARD TOCUSTOMER

FORWARD TOCUSTOMER

SET UPCHANGEMGMNT #

SET UPCHANGEMGMNT #

PROJECTMANAGERREVIEW


DATESTAMP

DATESTAMP

COST ENGINEERPREPARES

SUBS REQUESTFOR PRICING



SET UPCHANGEMGMNT #

SET UPCHANGEMGMNT #



COPYCOPY

FILEFILE

FORWARDTO SUBS

FORWARDTO SUBS

RECEIVESUBS

CHANGEPROPOSALS

RECEIVESUBS

CHANGEPROPOSALS

FILEFILE

DATESTAMP

DATESTAMP

COPIES SUBREQUEST FOR

PRICING

COPIES SUBREQUEST FOR

PRICING

DISTRIBUTETO FIELD

DISTRIBUTETO FIELD

YES

REVIEW &ADDRESSPRICING ISSUES


LOG-INCHANGE

QUOTATIONS

LOG-INCHANGE

QUOTATIONS

COPYCOPY

FORWARDQUOTE TO

CUSTOMER

FORWARDQUOTE TO

CUSTOMER

FILEFILE

NEGOTIATECHANGE ORDERPROPOSAL

NEGOTIATECHANGE ORDERPROPOSAL DATE

STAMP

DATESTAMP

FILECONTRACT

MOD

FILECONTRACT

MOD

PREPARESUBCONTRACT

CHANGE ORDERS &UPDATE COSTSTATUS REPORT

PREPARESUBCONTRACT

CHANGE ORDERS &UPDATE COSTSTATUS REPORT

REVIEWCONTRACT

MOD

REVIEWCONTRACT

MOD

ASSEMBLECHANGE ORDERPROPOSAL / ADD

MARKUPS

ASSEMBLECHANGE ORDERPROPOSAL / ADD

MARKUPS

PROJECTMANAGERREVIEW/

APPROVE

PROJECTMANAGERREVIEW/

APPROVE

POSTDOCUMENTS

POSTDOCUMENTS

PROCEEDWITH WORK

PROCEEDWITH WORK

DOESPROPOSAL

INCLUDEAUTHORIZATIONTO PROCEED?

DOESPROPOSAL

INCLUDEAUTHORIZATIONTO PROCEED?

CONTRACTORIDENTIFIED

CHANGENOTICE

CONTRACTORIDENTIFIED

CHANGENOTICE



POSTDOCUMENTS

POSTDOCUMENTS

PREPAREROUGH ORDEROF MAGNITUDE

ESTIMATE


ESTIMATE

SCHEDULEANALYSIS C.O.

FRAGNET


FRAGNETRESUBMITQUOTE ASREQUIRED

RESUBMITQUOTE ASREQUIRED

CUSTOMERISSUES

CONTRACTMOD.

CUSTOMERISSUES

CONTRACTMOD.


ESTIMATE


ESTIMATE

DISTRIBUTE TODESIGNATED

ENGINEER


ENGINEER

ISPROPOSAL

RELATED TO ANEXISTINGISSUE?

ISPROPOSAL

RELATED TO ANEXISTINGISSUE?

YES

NO

ATTACH PROPOSAL TOEXISTING ISSUE NO. IN

ISSUE LOG

ATTACH PROPOSAL TOEXISTING ISSUE NO. IN

ISSUE LOG

ASSIGN NEWISSUE NO. &

LOG INTOISSUE LOG

ASSIGN NEWISSUE NO. &

LOG INTOISSUE LOG

SET UP NEWISSUE FILE

SET UP NEWISSUE FILE

from existingIssue Chart

PROCEEDWITH WORK

PROCEEDWITH WORK

Example: RFI,Submittal

Comment, FieldDirectives

IS PRICINGOK?

IS PRICINGOK?

YES

IS COST INMORTENSON'S

SCOPE?

IS COST INMORTENSON'S

SCOPE?

DISTRIBUTETO STAFF

IN-BASKETS

DISTRIBUTETO STAFF

IN-BASKETS


ENGINEER


ENGINEER

YESor NO

IS COSTIN SUB'SSCOPE?

IS COSTIN SUB'SSCOPE?

YES

YES

NOCOST ENGINEER

PREPARESSUBS REQUEST

FOR PRICING



FORWARDTO SUBS

FORWARDTO SUBS

RECEIVE SUBSCHANGE

PROPOSALS

RECEIVE SUBSCHANGE

PROPOSALS

FILEFILE

DATESTAMP

DATESTAMP

COPY SUBREQUEST FOR

PRICING

COPY SUBREQUEST FOR

PRICING



LOG-INCHANGE

QUOTATIONS

LOG-INCHANGE

QUOTATIONS


FRAGNET


FRAGNET

IS PRICINGOK?

IS PRICINGOK?

PREPARE SUBCONTRACTCHANGE ORDER, NEW

SUBCONTRACT, ORPURCHASE AGREEMENT &

UPDATE COST STATUSREPORT

PREPARE SUBCONTRACTCHANGE ORDER, NEW

SUBCONTRACT, ORPURCHASE AGREEMENT &

UPDATE COST STATUSREPORT

CPM UPDATE

SCHEDULEFRAGNET

CPM UPDATE

SCHEDULEFRAGNET

REQUESTREPRICING FROMSUBCONTACTOR


NO

WILL SUBCOMPLY WITH

REQUEST?

WILL SUBCOMPLY WITH

REQUEST?YES NO PROCEED

WITH QUOTE TOCUSTOMER?

PROCEED WITH QUOTE TO

CUSTOMER?

YES

ASSEMBLE CHANGEORDER PROPOSAL /

MARKUPS WITHCOMMENTS ON

DISPUTED SUB INFO

ASSEMBLE CHANGEORDER PROPOSAL /

MARKUPS WITHCOMMENTS ON

DISPUTED SUB INFO

SUBCONTRACTORDISPUTE

RESOLUTION


RESOLUTION

NO


RESOLUTION


RESOLUTION

DISTRIBUTETO FIELD

DISTRIBUTETO FIELD

PREPARESUBCONTRACT

CHANGE ORDER &UPDATES COSTSTATUS REPORT

PREPARESUBCONTRACT

CHANGE ORDER &UPDATES COSTSTATUS REPORT

(may need to be done morethan once based on timingof Authorization toProceed with Change)



NO

DID SUBCOMPLY WITH

REQUEST?

DID SUBCOMPLY WITH

REQUEST?YES NO SUBCONTACTOR

DISPUTERESOLUTION

SUBCONTACTORDISPUTE

RESOLUTION

YES

UPDATE CPMSCHEDULE WITHAGREED UPON

REVISIONS

UPDATE CPMSCHEDULE WITHAGREED UPON

REVISIONS

WRITENOTICE

LETTER TOSUB

WRITENOTICE

LETTER TOSUB

FORWARDTO SUB

FORWARDTO SUB



COPYCOPY

FILEFILE

DOES THECUSTOMER

ACKNOWLEDGERESPONSIBILITY?

DOES THECUSTOMER

ACKNOWLEDGERESPONSIBILITY?

CUSTOMERDISPUTE

RESOLUTION

CUSTOMERDISPUTE

RESOLUTION

NO

YES

DOES THESUBCONTRACTORACKNOWLEDGE

RESPONSIBILITY?

DOES THESUBCONTRACTORACKNOWLEDGE

RESPONSIBILITY?SUBCONTACTOR

DISPUTERESOLUTION

SUBCONTACTORDISPUTE

RESOLUTIONNO

POSTDOCUMENTS

POSTDOCUMENTS

PROCEED WITHWORK

PROCEED WITHWORK

DISTRIBUTE TOFIELD

DISTRIBUTE TOFIELD

YES

POSTDOCUMENTS

POSTDOCUMENTS

PROCEEDWITH WORK

PROCEEDWITH WORK

DISTRIBUTETO FIELD

DISTRIBUTETO FIELD



FORWARD TOSUB

FORWARD TOSUB

RECEIVEEXECUTED

CHANGE ORDER

RECEIVEEXECUTED

CHANGE ORDER

ROUTE &FILE

ROUTE &FILE

DATESTAMP

DATESTAMP

RECEIVEEXECUTED

CHANGEORDER

RECEIVEEXECUTED

CHANGEORDER

ROUTE &FILE

ROUTE &FILE

DATESTAMP

DATESTAMP



FORWARDTO SUB

FORWARDTO SUB

CUSTOMERISSUED

CHANGEPROPOSAL

31

2

4

1

1

1

1

1

1

1

2

22

2

2

3

2

2

1

3

1

5

2

3

3

33

32

2

3

2

2

2

2

2

222

2

2

1

1

1

1

33

333

2

3

2

2

2

2

3

3

3

3

5

2 2

2

2

2

3

1

4

11

1

2

2

2

2

2

3

3

333

33

3

3

3

2

3

3

33

4

2

4

2

3

NO

RESPONSIBILITYLEGEND


PROJECT MANAGER /SENIOR PROJECT

ENGINEER

DESIGNATEDTEAM MEMBER

SECRETARY

FIELD STAFF

CUSTOMER

2

1

3

4

5

1

1

Change Management C.7-2 Revised 6/23/00

© M. A. Mortenson Company 1999-2000 Minneapolis, MN

Issue Management – The Issue Itself

REVIEW BYPM OR

DESIGNATE

INCOMINGDOCUMENT

OR REQUEST-DATE STAMP

& LOG

INITIATECHANGE

MANGEMENTWHEN

REQUIRED

RESOLVE& CLOSE

ISSUE

CLOSE OUTISSUE FILE &

ARCHIVE

ISTHIS A NEW

ISSUE?

CREATENEW ISSUE

ATTACH TOEXISTING

ISSUE

FILE INISSUE FILE

FILE INISSUE FILE

NO

YES


PROJECT MANAGER /SENIOR PROJECT

ENGINEER

DESIGNATEDTEAM MEMBER

SECRETARY

FIELD STAFF

CUSTOMER

2

1

3

4

5

3

3

3

31

1

1

21 1

Issue Management vs. Pile Management

Issue Management vs. Pile Management

ISSUESLet’s

just talk about the ISSUE

Managing Change – the Manual Way

■ Create Request for Information (RFI)■ Print, Sign, Scan, Send email■ Wait…………….receive Answer■ Generate Request for Proposals (RFP)■ Print RFI, RFPs, Scan Individually, Send emails■ Wait………….receive Sub emails (or perhaps envelopes in

mail)■ Manually close RFPs, then enter into Project Cost Issue

Management (PCIM)

Managing Change – the Manual Way

Static List of Information in Software

Issue Folders

Data Storage Drive(s)

Time to Change

■ Mission Critical Software

■ Differentiate Mortenson

■ Project Management Administration (PMA)▪ INTUITIVE, COLLABORATE, INTERNET BASED software that

encourages participation by Mortenson, Customers, Architects, Engineers, and Subcontractors.

▪ IMPROVES project COMMUNICATION by providing interactive “live” access to project documents and information.

▪ IMPROVES EFFICIENCY by decreasing paperwork and significantly reducing duplication of efforts.

Existing Industry Software

SINGLE PROJECT

Contractor

MPLS Chicago

PROJECT PROJECT PROJECT

DenverVS

Individual Enterprise

Why Unifier….?

■ Selection Process▪ 25+ products/companies evaluated▪ Short List to Three +1

■ Unifier▪ Allows us to STANDARDIZE critical business processes while

providing appropriate FLEXIBILITY at the Operating Group and project level.

▪ ROBUST WORKFLOW functionality that allows for possible FUTURE UTILIZATION of the product in other non-construction aspects of Mortenson’s business.

Implementation

PMA Scope – in Phases

Enhancements and Integrations

Implementation Deliverables

■ 100% IMPLEMENTATION OF EVERY MODULE on every new project in every Operating Group.

■ 100% UTILIZATION by owners, design professionals and subcontractors, BECAUSE THEY WANT TO.

■ Vigilance to an overriding principle of SIMPLICITY, while ensuring flexibility

■ ONE SOURCE OF TRUTH for all internal users

Mortenson Business Processes

The 'How We Always Do It' Method(Very Linear)

GC Owner

Cost Impacts

Change Request

Schedule

Impacts

Schedule Extention

Answers & Change Doc’s

Document Distribution

In OwnersSystem

In DesignersSystemPerformed in GC’s System

(The Black Hole)Send

Submit

Submit

Payment Needs

Payment Request

Submit

RequestsQuestions Submit

Design Team

Submits

Initial Approval

Final Approval

End

Initial Review

Initial Answer

Final Answer

End

Document Manager #1 Document Manager #2 Document Manager #3

Fax, Email, Mail, Phone Call

How Unifier has brought transparency(Many Inter-module Connections)

Change Request

Schedule Extenstion

Answers & Change Doc’s

All Work Captured In Unifier!!

Single Source of Truth

Design Team

Submits

Initial Approval

Final Approval

EndSend

Submit

Submit

Payment Request

Submit

RequestsSubmit Initial Review

Initial Answer

Final Answer

End

GC Owner

RFI-Project

CorrespondenceConversations

E-MailsLettersFaxes

TransmittalsNotices

Document Distribution

Action Items(Sent to Only

Users)

Meeting Minutes(Sent to Users or Proj Contact Dir people) Submittals

LINK

Design Doc(incl ASI & Bulletins)

Agreements

RFPs

LINK

Submittal Register

(Spec Section)

Proj Contact Directory

Issue

RFI -Subcontractor

LINK

Auto-Create& Reference





Auto-Create& ReferenceAuto-Create

& Reference


LINK

Single Document Manager

Early Enhancements…

■ Bi-Directional Updates▪ Continuous Reverse Auto-Populating

▪ Advance Copy

■ Inter-Module Referencing▪ The Reference Diagram

■ Consolidation Between BPs■ Improving Email Handling■ Query Capabilities

▪ Saved Searches

■ Attachments Handling▪ Auto-Publish to Document Manager

Issues in Unifier

Maintenance

Implementation Strategy – Expand Usage

Future of Unifier in Construction

Enhancements – Must Haves• Mobile Devices

– Isolation of Renewable Projects

– Incident Reporting

– Punchlists

– Field Inspections & Monitoring

• Cost Management– For Agency CM and Joint Venture Projects

– Focus on Integrations to Existing Systems

• Building Integration Modeling– During Preconstruction– During Construction

• Request for Bid– During Preconstruction– During Construction

Take-Aways

Take-Aways(For the vendors in the room too)

■ Dynamics of a General Contractor▪ Workforce Experience, Market Diversity, Locations Served, Types of Work, Types

of Contracts

■ Selection Process▪ Scope Development & Identify Must Haves, Evaluate & Short List the Vendors,

Demonstrations, Conference Room Pilot

■ Implementation▪ Set up Implementation Team, Determine Responsibilities, Migration, Hosting,

Integrations, Scope Refinement, Gather Business Requirements, Establish Deliverables, Development Tips, Pilot, Deploy, Dynamics of a Workflow (don't forget an RFI can be more than just sending a question to the architect)

■ Maintenance▪ Talk (visit) to Project Teams, Status System Usage, Track the Phone Calls,

Redevelop BP's, Improve the Support Mechanism, DIY Video Training

■ Future of Unifier in Construction▪ Enhancements to Bolster User Efficiency

THANK YOU

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A g cs persepective on primavera unifier ppt