© 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc....

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Rimantas VaranaviciusProduct Manager, Bentley Systems Inc.

Bentley Transmittal Services for ProjectWise Users

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• What is a Transmittal?• Current Transmittals and Submittal Processes• Existing Market Challenges• Bentley Transmittal Services• Summary• Q&A

Agenda

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What is a Transmittal?

For approval

Deliverables for review

Responses

Client

PartnersAE firm

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• Transmittal – Data sent outside of organization (outbound)– Note - A Transmittal can be a Submission to someone else's system

• Submittal – Data received into organization (inbound)

• Transmittal Letter – Letter describing the contents of a transmission

• Transmittal Content – Documents to be transmitted

• Transmittal Preparation – Gathering together files together with a Transmittal Letter

• Register – A register of what was sent to who when and what action should be taken or is expected.

A Vocabulary

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Current transmittal process (outbound)

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Current submittal process (inbound)

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Existing Market Challenges

• Design firms and O/O need to mitigate risks– Not meeting contractual obligations (content, time)– Unable to prove delivery of information

• Execs and PMs lack visibility of project status– Unable to easily determine status of deliverables and review processes

• Deliverables preparation/delivery & review/comment cycles are too long and human resource intensive– Current process are time consuming, manual and error prone (create,

send, track)– Significant document control staff(and others) required to maintain

process

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Bentley Transmittal Services

• Transmittals Packager module tightly integrated with ProjectWise Explorer client:– Create transmittal package within seconds instead of hours

• Externally facing Transmittals delivery web portal– Deliver outgoing transmittal package within minutes instead of days– Allow external users uploading responses for you

• Transmittals Register to keep track of all your project deliverables in a single place– Mitigate risks by storing all info on what has been send, to whom, when

and if/when it was acknowledged and responded

• Transmittals Dashboards to help track project deliverables status

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Transmittal management process

Available

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Submittal management process

Coming soon

Creating Transmittal from ProjectWise Explorer

Creating and managing transmittals per ProjectWise project

Creating TransmittalGeneral tab

Transmittal ID defined by project standards

Creating TransmittalRecipients

Add transmittal recipients

Select from the global list of external participants

Creating TransmittalAdding documents

Reference files are Automatically included

Adding documents directly from single source of truth

Creating TransmittalSetting schedule and reminders

Automated reminders help issuing data and collecting responses on time

Creating TransmittalIssue

Before issuing transmittal, transmitter can review the cover letter

Automatically generated PDF cover letter

Acknowledging, downloading and responding from Transmittals Portal

Each recipient gets automated email notification with embedded link

Secure access to Transmittals Portal

Acknowledgement required to download

Download data locally to review

Acknowledgment recorded in the audit trail

Deliverables reviewed and commented

Upload review comments via the Portal

Response for each document

User can send a partial response or response to all documents at once

Send responses are locked to allow engineers start

addressing the comments

Tracking Transmittal status and response from ProjectWise Explorer

Tracking TransmittalDashboard

Transmittals Registry lists the most urgent items at the top

Tracking TransmittalDashboard

Document Controller:What responses are still pending?

Tracking TransmittalDashboard Document Controller:

How many documents are yet to review and respond by John?

Tracking TransmittalRelated transmittals

CAD Designer:What comments were received

for my specific drawing?

Transmittals settings

SettingsGeneral

Manage project specific transmittal standards

SettingsNumbering rules

Define project specific transmittal ID generation rules

SettingsParticipants and permissions Provisioning rights for

project participants

SettingsNotifications

Customize email notifications

SettingsNotification types

External user notifications:- Access granted to project portal

- Password recovery

- New transmittal received

- Acknowledgement due

- Acknowledgement overdue

- Response due

- Response overdue

- Transmittal recall

Internal user notifications:- Planned issue due

- Planned issue overdue

- Acknowledgement overdue

- Response overdue

- Transmittal received for review

- Transmittal sent for review was issued

- Transmittal sent for review was rejected

- Responses received

- Responses received all

- Transmittal issuing/sending failed

SettingsPurposes

Control the way participants can respond to a transmittal package

SettingsDocument metadata to send

Configure what document attributes toinclude into a transmittal package

SettingsData storage

Define where markups will be stored

Deployment architecture

Summary

Engineering Content

Bentley Transmittal Services Advantages

Document Controller

Project TeamMembers

Confident Contractual Communications

Clients andContractors

Speedier Project Execution

Trusted Transmittals

Feedback From Early Access Program

“Bentley Transmittals will help reduce transmittal assembly and packaging time as well as the time it takes to track the package. ”

“Bentley Transmittals appears to be intuitive and easy to use and hits the target in terms of the functionality we are looking for. ”

“Bentley Transmittals is an exciting new development that promises to close the gap on the delivery and review of documents.”

Other Comments Include:

“ Having all our transmittal information in one place accessible to everyone will be a time saver and increase visibility to status”

“This will help ensure compliance with contracts and reduce the risk of incurring any fines or additional costs”

• For pricing information please contact your Bentley Account Manager

• Come see us at Be Together – Bentley Transmittal Services presentation, workshops and LIVE Zone Demos

© 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc....

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