Effective Document Management/Handover in the Engineering and Construction Sector

2. Effective Document Management/Handover in the Engineering and Construction Sector Brian King, Oracle Jason Matthews & Richard Troth, Lifecycle Technologies September 29, 2014 Presented with

4. Agenda Cause and Effect Solution & Workbench Lifecycle technologies 1 2 3

5. Complex Information Flows Design Construct Operate Handover Contractor Architect Facilities Owner Commissioning Maintenance Engineer Construction Handover

6. Often result in this It is now widely recognized that O&M represents the greatest expense in owning and operating a facility over its life cycle. The accuracy, relevancy, and timeliness of well-developed, user-friendly O&M manuals cannot be overstated. Hence, it is becoming more common for detailed, facility-specific O&M manuals to be required as a part of the total commissioning process. National Institute of Building Sciences

7. Agenda Cause and Effect Solution & Workbench Lifecycle Technologies 1 2 3

8. Our vision for the future of Construction Knowledge Enterprise Be more Informed Single Version of ‘Big Data’ Deeper ‘unanticipated’ Insight Project & Construction Execution Digital Handover Lead to Contract Improved Bidding Automate O&M Details Deliver Better Projects Win More Work Improved Client Experience The Social Enterprise The Digital Project Connect & Collaborate Project Information Management

9. Oracle Reference Architecture User Interaction and Collaboration • Architecture Concepts • Principles & Guidelines • Architecture Views • Component Drilldowns • Software Capabilities • Product Mappings Business Processes Business Services SOA and EDA Infrastructure Enterprise Development Enterprise Security Enterprise Management Information Assets Information Infrastructure http://www.oracle.com/goto/ITStrategies Shared Grid Infrastructure

10. Demo Building Information Modeling (BIM) 7 Operate & Maintain 6 BusinessDevelopment 1 Work Order Project Close-Out 5 Project Leads Collaborative Design Platform 8 Design Approval Change Order Human Capital Management 9 Plan, Design, and Procure 2 Project Execution 3 Budget & Forecast Forecast & Actuals Risk & Performance Analytics 10 Business Management 4

11. Agenda Cause and Effect Solution & Workbench Lifecycle Technologies 1 2 3

12. Key Stakeholders • Maintenance Team • Parts list • Maintenance instructions Digital Operations & Maintenance Manual • Document Controller • Build agreed structure from templates • Ensure quality and consistency • Facilities Management • Integration with the Help Desk • Asset service schedules • Performance criteria Workflow Meta Data • Construction Team • Review and approve submissions • Confirm as built not as designed Documents Security • Customer Team • Project soft landing • Fully documented • Technical Author • Content creation, upload, modify after feedback • Delivery Team • Tie commissioning and performance data to the as build 3D model • Project Director • Review status & progress

13. Lifecycle Technology Jason Matthews – CEORichard Troth - CTO Industries- E & C, Process and Industrial Manufacturing Consulting - We deliver paperless environments by integrating Oracle Technology into customers’ existing applications Technology Expertise - Oracle AutoVue, Oracle Primavera, SAP, SharePoint & Systems Integration

14. Session ID: CON7351Session Title: Delivering Paperless Document Control with a “Digital Project Portal” at CH2MhillVenue / Room: Westin Market Street - ConcordiaDate and Time: 10/2/14, 13:45 - 14:30

15. Industry Leading Technology Approving Compare Signing Reviewing Stamping Analysing Converting Mark-up Field Feedback Collaboration Record Keeping

16. We help Oracle Customers Streamline Document and Engineering Information Management Document Management Integration Process & Workflow Integration Application Add-Ons

17. Innovative Solutions for Industry Paperless Document Control Paperless City Planning

18. Innovative Solutions for Industry Engineering Information for SharePoint Connect Primavera Applications to SharePoint

19. Innovative Solutions for Industry Engineering Information Solutions for SAP Engineering Information Solutions for Siemens PLM

20. Innovative Solutions for Industry Solutions for Web Centre Content Solutions for Unifier

21. So what’s so special about Lifecycle? • We are experts in delivering AutoVue enterprise class solutions • Our approach and track record gives our customers access to unique experience and capabilities • Our advanced integrations and systems integration capabilities ensure rapid time to value • Partnering is key to our business “CH2M HILL significantly drives down costs of document control and creates competitive advantage thanks to Paperless Project Delivery from Lifecycle Technology” IT as a competitive advantage www.lifecycle-tech.com

22. Key Stakeholders • Maintenance Team • Parts list • Maintenance instructions Digital Operations & Maintenance Manual • Document Controller • Build agreed structure from templates • Ensure quality and consistency • Facilities Management • Integration with the Help Desk • Asset service schedules • Performance criteria Workflow Meta Data • Construction Team • Review and approve submissions • Confirm as built not as designed Documents Security • Customer Team • Project soft landing • Fully documented • Technical Author • Content creation, upload, modify after feedback • Delivery Team • Tie commissioning and performance data to the as build 3D model • Project Director • Review status & progress

23. Key Stakeholders Architectural Firm • Efficiently communicate design intent Owner & Operator • Quickly access & view electronic documents The Information Highway General Contractor/EPC • Keep building teams in sync • Expedite RFIs • Track changes and streamline communication Facilities Manager • Instantly view, share and review facilities data and as-built information Public Sector • Access to the complete trail of historical changes Subcontractors • View, measure, analyze documents • Add markups in the context of the design Suppliers • Integrate suppliers into the project development process

24. What is the Industry Living with?Disparate applications that are hugely Inefficient Paper Based Document Control Desktop Applications Integrated Solution Printing Copying Mark-up Duplication Uncontrolled Downloading Printing Copying Mark-up Duplication Uncontrolled Downloading Technical Integration Rich Set of Tools Process Integration

25. Key Stakeholders • Maintenance Team • Parts list • Maintenance instructions How do we connect the dots? • Facilities Management • Integration with the Help Desk • Asset service schedules • Performance criteria • Construction Team • Review and approve submissions • Confirm as built not as designed • Customer Team • Project soft landing • Fully documented • Technical Author • Content creation, upload, modify after feedback • Delivery Team • Tie commissioning and performance data to the as build 3D model • Document Controller • Build agreed structure from templates • Ensure quality and consistency • Project Director • Review status & progress

26. Key Stakeholders • Construction Team • Review and approve submissions • Confirm as built not as designed Design Construct Operate The Information Lifecycle • Document Controller • Build agreed structure from templates • Ensure quality and consistency Handover • Technical Author • Content creation, upload, modify after feedback

27. Advanced Digital Workbench Tools BIM Co-ordination Transmittals Co-ordination Structural & Piping Review Digital Checklists

28. Key Stakeholders Streamlining the Information Flow Meta & Workflow Driven • Construction Team • Review and approve submissions • Confirm as built not as designed Integrated Process & Control Rich Set of Tools • Document Controller • Build agreed structure from templates • Ensure quality and consistency Information Management • Technical Author • Content creation, upload, modify after feedback

29. Key Stakeholders Demonstrations Scenario 1 Scenario 2 • Construction Team • Review and approve submissions • Confirm as built not as designed • Construction Team • Review and approve submissions • Confirm as built not as designed • Document Controller • Build agreed structure from templates • Ensure quality and consistency