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Presenters Matthew Grisafe, AV Programming Associates, Inc. Steve Greenblatt, Control Concepts, Inc. Session Number IS43 Room N260, 6/10/10 Developing a Control System Scope of Work 1

Is43 Developing A Control System Scope Of Work V2.0 Final

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Presenters Matthew Grisafe, AV Programming Associates, Inc.Steve Greenblatt, Control Concepts, Inc.

Session Number IS43Room N260, 6/10/10

Developing a Control System Scope of Work

1

Introductions

• Steve Greenblatt, CTS – Control Concepts Inc.– New Jersey, Primarily commercial– 13 years Independent Programming, 16+ years industry experience

• Matthew Grisafe, CTS – AV Programming Associates, Inc. – San Diego, CA, Residential and Commercial– Nine years Independent Programming, 24 years electronic engineering related

fields.

2

Scope of Work Definition

• Functionality Requirements

• Budget

• Timeframe

• Terms

3

How does this

4

plus this

5

lead to this

6

and result in this?

7

Challenges

8

Communication"The biggest problem in communication

is the illusion thatit has taken place."

Writer, George Bernard Shaw

9

Recipe

10

Variable Outcomes• Every day examples

– Car

11

Variable Outcomes• Every day examples

– Cell phone

12

Purpose of Scope of Work

13

Quality

Functionality Schedule

Budget

Balance

14

Quality

Functionality Schedule

Budget

Out of Balance

15

Problems

16

Expectations

17

Sample Bid Specs

• Control interface and button panel to provide video and audio switching between sources and outputs, volume control of audio playback, and general Playback controls.

18

Sample Bid Specs

• Final programming shall include the capability to remotely control all functions of the audiovisual system. Individual device controls shall provide full manufacturer’s functionality.

19

Sample Bid Specs

• Provide control capability for every function available on every piece of equipment being controlled by the system. Define and provide “macro” commands for the most used functions with minimal amount of button presses/page flips

20

Sample Bid Specs• Provide graphical user interface design and programming to support the following control

functions in a simplistic easy to use manner:

• Executive User Controls

– Projector(s): on/off

– Audiovisual source selection

– PC or MAC computer selection

– Document Camera

– Auxiliary input

– Multi image processor presets

– Program volume level: up, down, preset, mute

– Video camera preset selections

– Record, stop and start

– Lights (recall presets)

– Help button to alert the control room that the presenter needs assistance.21

Defining an Effective Scope

22

Obtaining Information

23

Build me a House

24

Purchasing a Laptop• What are the criteria?

• What are the priorities?

25

Exercise Recap• What was learned?

• What was effective?

• How were the needs identified and communicated?

26

Applying to AV Control• What information is needed?

• How is it obtained?

27

Tools for Obtaining Information• Client Interview

• Questionnaire

• Discuss Options

• Demonstration

• Quote Request Form

• Crestron Programming Design Kit

• AMX VisualArchitect

28

It’s all in the Details

29

Piece of cake

30

Piece of cake

31

Piece of cake

32

Piece of cake

33

Details and Variables• Interpret designs and common

applications in different ways

• Matrix switching, room combining, direct functionality, presets

• Automated, manual operation

• Non-technical, technical

34

Document the Details• Capture and effectively communicate

the intent

• Button-by-Button

• Narrative

• PowerPoint

• Interactive demo

• Sample system

• Mockup

35

Validate Scope• Confirm that expectations can be met

• Does the design support the requested functionality?

• Does the functionality correspond with the budget?

• Can everything be accomplished in the timeframe?

36

Responsibilities• Who defines the scope?

• Who is the audience?

• Who provides the approval?

• What is the process?

• What makes it effective?

37

Applications• Establish expectations

• Define system operation

• Provide guideline and instructions for programming

• Document intended operation for testing

• Specify system functionality than can be approved and confirmed

38

Beyond Signoff• Source Code Ownership

• Support

• Revisions

• Maintenance

39

Success

40

Conclusions• What can be done to shift the importance in a project to the functionality

requirements?

• Projects need a scope of work and the implementation processes that go along with it.

• Reference software industry

• AV world tends to focus on getting the job done, not on satisfaction and acceptance.

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"The measure of success is not whether you have a tough problemto deal with, but whether it is the same problem you had lastyear."

Former Secretary of State,

James Foster Dulles 42

We thank you for attending.Please remember to fill out the course surveys.

Matthew Grisafe – AV Programming Associates, Inc.

[email protected]

Steve Greenblatt, CTS

[email protected]/in/stevegreenblatt

www.twitter.com/stevegreenblatt 43