Connecting the Unconnected - Tarokotaroko.org/documentation/documents/sigma_quals.pdfConnecting apparently unrelated items, for example documents and requirements, streamlines the

This document describes Taroko’s Project Management Tool - Sigma and its suite of integrated modules. It highlights the benefits that users of the tool can realize.

Relevant project references are included to illustrate where Sigma has been used. At the time of Sigma’s application, these projects were the largest rail infrastructure projects ongoing at the time, in fact some still are!

Connecting the Unconnected

CLIENT BENEFITS !How does Sigma benefit our Clients? Implementing Sigma on your project provides cost and time benefits through:

!1) Reducing manual workload;

2) Improving accuracy of project information;

3) Increase accessibility to information;

4) Up to date information available 24/7; and

5) Reduces risk.

!Compared to using a set of Independent Tools, Sigma as a single tool solution, eliminates the cost of purchasing and maintaining other tools. Client’s experience improved project team communication, aggregated project information and tighter project team integration.

Compared to paper-based systems, Sigma provides access to anyone, anywhere 24/7. This promotes parallel working over sequential working, improving project team workflows.

Compared to an Excel spreadsheet based system - which is the latest version? Through implementing Sigma there is no debate or ambiguity over whether each project team member has the latests version.

SIGMA COMPARED TO OTHER PROJECT TOOLS AND COMMUNICATIONS

OUR SUITE OF INTEGRATED DATABASES SIGMA

Up-to-date information available 24/7 Yes

Access to all Project team Yes

Accuracy of information Single source = highest accuracy

Aggregated information Yes

Instant access Yes

Workflows customized to your Project’s needs Yes

Real time notification and assignment of tasks Yes

✓✓✓✓

THE TAROKO FAMILY

The Sigma logo is the first clue, offering an insight of the way the Directors at Taroko think and the approach we take.

The founders of Taroko, realized many years ago that the project tools need to interact and work together. Therefore over the last decade we have developed a tool that integrates the common tasks that, from our wealth of individual project experience, projects need.

Document management, requirements management, asset management, failure management, punch items, hazard logs, are all related. Therefore project teams should have access to a tool that connects the unconnected - welcome to Sigma.

Taroko.org designed and built Sigma to meet the objectives of the “One tool all the Project Needs” principle. Therefore Sigma as integrated installation contains built-in functionality to manage:

1) Project requirements;

2) Project documents;

3) Project punch items;

4) Assets; and

5) Tender Evaluation.

However, in certain circumstances we find that some of our Clients require a sub-set of Sigma’s overall functionality. To meet our Client’s needs we are able to isolate functionality and create smaller standalone functional modules. The following section provides an overview of the functionality of each of Sigma’s standalone modules.

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MODULAR FUNCTIONALITY

Taroko-

Taroko-

Taroko-

Taroko-RM

DC

FRRequirements Management

Document Control

Fault Reporting

Taroko-AMAsset Management

Taroko Sigma - Integrated Data Management

The Taroko Family

Taroko-

Taroko-

Taroko-

Taroko-RM

DC


Document Control

Fault Reporting



The Taroko Family

Taroko-

Taroko-

Taroko-

Taroko-RM

DC


Document Control

Fault Reporting



The Taroko Family

Taroko-

Taroko-

Taroko-

Taroko-RM

DC


Document Control

Fault Reporting



The Taroko Family

TEVATender Evaluation

OUR PHILOSOPHY !Taroko coined the phrase “One tool all the Project’s needs” because over the years we have seen Projects deploy standalone tools that can only do one thing. Be it document control, requirements management, asset management or managing punch lists, our experience is that in real project life many things need to be connected.

10 years ago we set out to build a family of integrated tools. Today, collectively known as the the “Taroko Family”, our integrated toolset is comprised of all of the tools that modern, high-value, technically complex Projects need to demonstrate that what was built met the specifications.

Connecting apparently unrelated items, for example documents and requirements, streamlines the project’s workflow by reducing manual handling of data, eliminating multiple instances of the same information and avoids ambiguity over which is the current version. Consider the following example:

Example: A SCADA alarm point is defined by a project requirement, which lives in a document, the document status is defined by a transmittal, the SCADA alarm point is a testable item, the testable item is based on project testing requirements, the tested item is a piece of hardware, the hardware is running on a particular version of software and the software is part of the overall system configuration.

Clearly, connecting these instances through data integration facilitates transparency, the big picture view and facilitates the making of informed decisions.

THE TAROKO FAMILY

OUR SUITE OF INTEGRATED DATABASES CODE MODE

Taroko Sigma - Taroko Sigma represents the pinnacle of the “One tool all the Project’s needs” principle. Sigma combines the power of each of the standalone functional software components to provide Project’s with 360 degrees of data integration

Sigma c, lh, s

Taroko RM - A powerful tool to manage and assess project requirements throughout the entire project lifecycle in accordance with the principles of EN51026 and EN50128

RM c, lh, s

Taroko DC - Manage all the Project’s incoming and outgoing correspondence, documents, drawings, RFI’s, transmittals with this powerful tool. Integrate your project documents with other proprietary tools including, EDMS, Aconex and DOORs.

DC c, lh, s

Taroko FR - Manage punch items, FRACAS items and other defects of snags during the installation, testing, commissioning and system acceptance of phases of the project using the Fault Reporting function

FR c, lh, s

Taroko AM - Manage equipment, assets, systems and sites with Asset Manager

AM c, lh, s

Excel Spreadhseets

Paper Paper

Excel SpreadhseetsExcel Spreadhseets

DocumentDatabase

PersonalDatabases

File Share

Req DB(DOORS)

Mode: c = cloud, lh = local host, s = standalone

Without Sigma

With Sigma

LettersTransmittals

Approvals

DocumentsDrawings

Requirements

Hazard Log Test Items

SystemConfiguration

(HW & SW)

DefectsPunch Items

But what if Dashboards could be automated? Surely, this could free-up the project team for more productive tasks. Taroko recognized this inefficiency and integrated powerful automated reporting into Sigma’s architecture.

Sigma’s built-in Dashboards report real-time status, something that even the most avid spreadsheet protagonist could not emulate. The tables below illustrate, by function, some of the status information that Sigma generates automatically.

Planned ✓

Submitted ✓

Accepted ✓

Accepted with Comments ✓

Rejected ✓

S’ Curves and Trends ✓

Requirements Captured ✓

Orphaned ✓

Verified ✓

Validated ✓

SMART ✓

Types and Categories ✓

Overall Status ✓

Documents & Drawings ✓

Punch Items ✓

Requisites ✓

GoNoGo ✓

Graphical Mapping ✓

Prerequisite� Data� List� Report

Description: S&TCS Engineering Tests, Train 2 on the Test Track at DPT1

PDL Num: PDL1730054

Title: Engineering Tests

Total Items 14

Meeting Target Status

Overall Status NOK

Target

Submit

Status

Contractor 0

Client 0

8

6

NOT Meeting Target Status

Next Action By

Item ID Overall

resultDescription

PIC: Wing Chi Leung

Item Type

Percent Progress 42.86%

Stats last updated: 5/5/2015 10:19:35 AM

Remark

Test

Result

PDP

Review

Next

Action ByEDMS Ref. #WPC

004343 NOK OKRequisite NOKVATC Static Test Procedure

KVMRT-BTRCS-SBK-SS03-PRO-SYSI-000700

004344 NOK OKRequisite NOKVATC Dynamic Filed Test Procedure


004345 NOK OKRequisite NOKVATC System Map Verification


004346 NOK OKRequisite NOKATC Radio System Acceptance Test Procedure


004347 NOK OKRequisite NOKTrain Initialization and Removal Functionality Procedure


004348 NOK OKRequisite NOKData Test for TT 3975D


004349 NOK OKRequisite NOKInterlocking Functionality 3952F


004350 NOK OKRequisite NOKOperational Instructions

KVMRT-BTRCS-SBK-SS03-INS-SYSW-INS-SYSA

-000836

1029100032 NA NADocument OKS&TCS Dynamic Testing Risk Assessment

1029100033 NA NADocument OKSM3 Justification for Dynamic Tests (Red Book)

1029100034 NA NADocument OKS&TCS Dynamic Testing - Shunting Procedure

1029100035 NA NADocument OKS&TCS Sign - Reverse Marker Board

1029100036 NA NADocument OKS&TCS - Sign Train Testing in Progress

1029100037 NA NADocument OKMeeting Notes - Review of Bombardier’s Readiness to Commence Dynamic Testing

of Train 2 at DPT1

Page 1 Report Generated by System Engineering’s database 5/12/2015

Legend: Black = Item registered in EDMS. Red = Not registered in EDMS or Not an EDMS Document. Purple = Status comments

INCISIVE DASHBOARDS !Within modern projects the “Dashboard” is as ubiquitous as an Excel spreadsheet. Dashboards communicate to management and other stakeholders project progress, current status and issues. Unfortunately Dashboards often consume many hours of manual effort to create and update in time for the daily, weekly, monthly or annual progress reports.

WORKFLOW MANAGEMENT - “MY WORKSPACE” !To achieve high productivity and to maximize their effectiveness, each member of the project team needs to understand their tasks and how their tasks relate to the workflow sequence within a particular work stream.

Taroko.org found that most EDMS tools on the market constrain task workflows to the generic and rigid workflow determined by the EDMS tool supplier. Taroko’s “My Workspace” challenges this ‘norm’. By building-in flexibility in the database architecture, Taroko’s developers NOT ONLY allows Sigma’s workflow to be customized to the project’s unique workflow BUT ALSO allows individual’s tasks, preferences and favorites to be defined and accommodated.

Should the issuing of project correspondence or documents be delayed due to a missing review or approval? The developers at Taroko.org think not.

Sigma’s “My Workspace” mines from within the database relevant document and correspondence related data points and presents these to the User for their action. Authorities can be delegated to subordinates or other Project Team members, therefore, a necessary, delegates can intervene to complete the assigned task.

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“MY WORKSPACE - CORE FUNCTIONALITY

FUNCTION

List of assigned tasks according to individual’s authority ✓

Assign delegates ✓

List of favorite items (documents, correspondence, FRACAS etc.) ✓

Notepad to record personal remarks ✓

Group membership ✓

User profile and editing ✓

“My Workspace”Improve productivity within

your Project Team

AGGREGATE STATUS MANAGER !Have all pre-requisites related to major project events achieved their target status? Is it safe to proceed? Are there any major outstanding items?

Taroko’s Aggregate Status Manager is simplicity exemplified - Make a list, tick off the items, all OK, go.

Beneath this simplicity, a powerful tool resides. The power of ASM is derived from the aggregation of the databases items, whether the item is a document approval status, a successful test outcome or a snag identified in the field Taroko.org’s ASM tracks it.

Taroko’s ASM allows prerequisites to be defined in advance, listed and progressed. The aggregator function takes care of deficiencies and shortfalls in advance of deadlines, allowing accurate impact assessment and course corrections and therefore maintaining confidence in the achievement relative to the original objective.

So the next time you need to control the energization of 33kV power system, approve the first operation of a driverless train, track a major key project event or be confident that your objective will be achieved, try Taroko’s ASM. Core ASM functionality is summarized in the table below.

AGGREGATE STATUS MANAGER - CORE FUNCTIONALITY

FUNCTION

Define goal ✓

Create GoNoGo Checklist ✓

Track document approval status ✓

Track test outcomes ✓

Track incomplete, outstanding items ✓

Assess comment severity of NOK items ✓

Progress status vs defined goal ✓

Set target status - e.g. OK, Approved, Closed ✓

Graphical/schematic status view ✓

Assign/track “Next Action By” ✓

Individual item status ✓

Append progress comments to each item ✓

Append checklist to a Certificate of Achievement ✓

AGGREGATE STATUS ✓

Make a list,

the database ticks off the items, !focus on incomplete or

special items, !all OK? !GO!

SIGMA MOBILE !Remote working is here and the employees of many organisations are now routinely working from home, remote sites, in transit or from a coffee shop.

Recognising this trend, the developers at Taroko.org have built Sigma to meet the demands of the mobile worker. Sigma is “in the cloud” and available to all users via mobile devices, iOS, Android and laptop computers.

With an internet connection you are only a few clicks away from checking your assignments, monitoring closure of Open Items or checking document submission or approval status.

The Sigma’s mobile platform is inherently configured to function efficiently with the form-factor available on all common devices, tablet, smart phone and phablets.

Embracing the form-factor, as opposed to wrestling with it and trying to “shoe horn” information into the user interface, Sigma mobile provides a smooth and efficient user experience.

!

REQUIREMENTS MANAGEMENT !Import a contract document, parse requirements, manage lists, tables and images, assign attributes, create child documents, apportion requirements, verify and/or validate requirements, Taroko’s Requirements Management tool does it all.

Designed to meet the requirement management and independence principles defined in the EN50128 standard, our Requirement Management tool provides project teams and systems engineers with the functionality needed to efficiently manage requirements on high-value, technically complex projects.

Managing SIL 3 or 4 requirements or simply want to restrict user privileges? Taroko’s Requirements Manager can enforce independence between designer, verifier, validator and assessor.

Examine parent/child relationships and aggregate verification/validation through individual link verification/validation.

One window, the complete view - View and manage requirements in single hierarchical view according to the parent/child relationship. Need a different view? Our tool allows users to choose between trace, list or detailed views, all in one window.

Report progress real time, 24/7 with built-in reports and dashboards. Core functionality is summarized in the table below.

REQUIREMENTS MANAGEMENT - CORE FUNCTIONALITY

FUNCTION DESIGNING/LINKING

MANAGING/VIEWING

REPORTING

Import a document ✓

Parse requirements ✓

Build a requirements document ✓

Manage requirement links ✓ ✓

Detailed hierarchical view ✓

Trace view ✓

List view ✓

Assign user personalities/authorities ✓

Assign requirement attributes ✓ ✓

Recording of the Verification and validation of requirements ✓ ✓

V&V status report ✓

V&V Dashboard ✓

Custom reports ✓

Independence ✓

As noted elsewhere, core functionality can be customized to Client’s needs and additional functions developed as needed.

Unparalleled management of your project requirements.!

“One window, complete view”

REQUIREMENTS ASSESSMENT !We know that thousands of project hours are spent inputing data into the Project’s requirements management tool. Are these efforts effective? Are they adding value to your project? Has a robust traceability chain been created? Taroko.org created the Requirements Assessment tool to answer these questions.

Whether you do requirements management with a relational database or a spreadsheet, Taroko’s Requirement Assessment tool provides project teams and systems engineers the ability to assess the quality of the requirements assessment efforts, identify errors and provide unprecedented visibility of the parent/child link hierarchy.

Our tool provides both automated and manual assessments functions. The core functionality is summarized in the table below.

REQUIREMENTS ASSESSMENT - CORE FUNCTIONALITY

FUNCTION AUTOMATIC MANUAL

Orphaned Requirements Detect

Unassigned Attributes Detect

Unverified Requirements Detect

Unvalidated Requirements Detect

Non-SMART Requirements Detect

Parent/child links Inspect

Assess requirement satisfaction arguments Yes

Assess requirements decomposition Yes

Assess assignment of requirement types Yes

Assess assignment of requirement attributes Yes

Assess requirement apportionment Yes

Assess verification/validations status Yes

Random requirement selection Yes Yes

Add assessor remarks Yes Yes

Assessor ID and Timestamp Yes Yes

Standardized reporting Yes

As noted elsewhere, core functionality can be customized to Client’s needs and additional functions developed as needed.

.

Unprecedented visibility of your project requirements

DOCUMENT CONTROL !For a typical 5-year, technically complex project, we have found that document submissions, including subsequent resubmissions, can reach 10,000 documents for a single contractor and over 100,000 documents across the entire project. Tracking document status is an important task for the project team. Where payment or schedule is linked to document approval status, this task becomes critical to the organization’s cash flow and achievements.

Sigma’s document control module lets project teams manage the creation, transmittal, review, approval and revision of documents.

Using Sigma’s built-in transmittal functions documents can be transmitted between the client, project team and sub-contractors. Reviews and comments can be collated, appended and returned to the originator.

Document submission and approval status is tracked in real time and generates planned versus actual “S” curves. Furthermore, Sigma’s interactive document reporting interface makes extensive use of user defined parameters and customization to automate document status reporting.

Sigma’s document control module is social. Sigma integrates with other common electronic document control tools including Aconex and EDMS. If your Client uses one of these other tools, Sigma can integrate with them to streamline your document control process.

DOCUMENT MANAGER - CORE FUNCTIONALITY

FUNCTION

Secure storage and retrieval of documents (distribution media and/or native application)

✓

Open architecture - Allows integration and synchronization of data with Aconex/EDMS and other proprietary electronic document management tools

✓

Register new documents and revisions and track them ✓

Assign document reviewers ✓

Collect document review comments ✓

Track document status against lifecycle, schedule etc. ✓

Transmit comments and approvals ✓

Transmit documents ✓

Collect and manage document reviews ✓

Link to other document-related points of Sigma (V&V, FRACAS, Transmittals, Correspondence etc.

✓

Maintain a history of document lifecycle and view history ✓

Calculate and maintain document statistics ✓

Automatic report generation, dashboards and ‘S’ Curves ✓

Transmit

Review

Approve

Revise Comment

FAULTS AND DEVIATIONS MANAGEMENT !As the project transitions to installation, testing, commissioning and beyond into the warranty support phase proactive management of faults and deviations becomes increasingly important, particularly where payments are tied to achieving reliability demonstration targets, tracking failures becomes critical.

Sigma’s FRACAS manager is a standalone functional module, that provides central recording and management of faults, deviations, RAMS, quality and warranty-related issues. A central repository removes uncertainties, for example:

1) Is the list complete?

2) Is the list up-to-date?

FRACAS contains a full suite of reporting fields suitable for RAM analysis and Reliability Demonstration.

Sigma’s security settings allow control over visibility of FRACAS items to internal and external parties.

FRACAS’ user interface follows Taroko’s “One Window, complete view” philosophy, rendering the mulit-coloured and scrolling of spreadsheets redundant.

Sigma’s FRACAS makes extensive use of automation to track, for example, the time an item is open, responsibilities, progress, images, related equipment and correspondence.

Reporting overall status, trends and individual items are features included in the core module. Other core functionality is shown in the table below.

FRACAS MANAGER - CORE FUNCTIONALITY

FUNCTION

Create a new failure/deviation item ✓

Store images of the item ✓

Assign person in charge ✓

Assign originator ✓

Assign responsibility for rectification ✓

Assign responsibility for verification of corrective actions ✓

Assign severity - major, minor, safety related, for example ✓

Group identification - location, system, sub-system and sub-sub system ✓

Define impact - service affecting, for example ✓

Track related correspondence ✓

Track related equipment ✓

Create and edit progress comments ✓

Automatic report generation ✓

Manage faults and deviations throughout the entire

Project lifecycle.

TENDER EVALUATION !Your team is in the spotlight, you are under pressure, there are 6 sets of tender documents to review, assess, rank and an award recommendation to be made. You are facing an impossible deadline you cannot control. You cannot escape the ever-present scrutiny from procurement and other independent parties whose task is to ensure objectivity is upheld and that information remains confidential.

It was scenarios like this that led us to develop TEVA. A tool that expedites tender evaluation through capturing the tender responses at the outset, providing equality and objectivity to all bidders, keeping information confidential whilst easing the evaluator’s role.

TEVA is a computer-based Tender Evaluation tool that upon on log-in automatically directs the evaluators to the areas assigned to them, presents them with the assessment criteria and provides instant electronic access to the tenderer’s tender documents. TEVA automatically enforces the agreed scoring regime, computes the scores awarded in real-time while comparing individual assessor’s scores to detect outliers.

Proven in use, TEVA was implemented by the PMC (Parsons/Aecom) for the evaluation of the Etihad Rail Stage 2 systems bids valued at 400m US$. TEVA was a great success and was estimated to be at least 3-times faster compared to traditional manual evaluation methods with improved accuracy and accountability.

TEVA - CORE FUNCTIONALITY

Capture Tenderer’s Tender Submittals and access them, as needed, during the evaluation

✓

Define Question Types - Ranked and Weighted and GoNoGo ✓

Assign Evaluator Roles - Moderator/Evaluator ✓

Confidentiality and Security through segregation of roles ✓

Set, indicate and enforce uniform scoring ✓

Hyperlink to Tenderer’s Tender Documents while evaluating ✓

Real-time calculation of scoring ✓

Identification of outlying scores ✓

Append comments as you evaluate ✓

Generate, record and transmit Clarification Questions ✓

Track Evaluator Actions and Activity ✓

Create and maintain an auditable record of the evaluation ✓

Objective, Fast, Secure, Auditable

TEVA adapts to match your procurement model, additional functions can be developed as needed.

SIGMA BY THE NUMBERS !The number of items under Sigma’s management, Documents, Requirements, Test Items, Punch Items, Hazards and PDLs etc. is growing, the following charts represent a ‘snapshot’ of items currently under management across our installed base.

Document Revisions - How Many Revisions before Client Approval? !SIGMA automatically ‘mines’ the information under management. This makes it possible to identify trends, status, metrics that, would be otherwise impossible through manual means. For example, determining the average number of document revisions before documents are approved. Understanding metrics like this can help Project Managers and Engineers determine productivity, schedule variance and subsequent resourcing needs.

Furthermore, as the item count continues to grow over time, the ‘value’ of the information increases and the metrics become more refined.

!

LettersTransmittals

Approvals

DocumentsDrawings

Requirements

Hazard Log Test Items

SystemConfiguration

(HW & SW)

DefectsPunch Items

Project ControlConfigurationsare specified and

captured inDocuments

Requirements Live in Documents

Hazards are mitigatedby design and test

requirements

Test ItemsValidateRequirements

Hardware & Softwareis tested

Punch Itemscan be raisedagainst anything

Letters & Transmittals

Drive document Status

Automation

OUR SERVICES !Creating tools is an iterative process. Projects are dynamic and needs evolve over the project lifecycle. Therefore, despite the most meticulous planning and forethought, projects can never accurately predict what additional functions a project will require throughout the project lifecycle.

Furthermore, it is rare to find a vendor that will modify their tool (within your timeframe and at acceptable cost) to meet your Project’s unique needs or processes. As a result, your project and the project teams must align their workflows to a generic workflow defined by the tool supplier.

Taroko recognizes this and have built the Taroko Family and our approach around the concept that they are fully-customizable to meet the Project’s specific needs. Therefore our tools are supported by a suite of other services.

OUR SERVICES

General Systems Engineering Consulting including Processes and Plans, Project Document preparation, Configuration Management etc.

✓

Requirements Management and Requirements assessment ✓

Setup and initial configuration of Sigma and other database solutions ✓

Custom database development ✓

Training ✓

Data Migration e.g. migrate from spreadsheet data to relational database

✓

Tender evaluation using our TEVA assessment tool ✓

Integrating with industry tools such as Aconex, EDMS etc. ✓

Database hosting

OUR TEAM !Incorporated in Hong Kong in 2014, Taroko provides systems engineering expertise, advice, tools and techniques to projects and project teams.

Our four directors each have over 30 years experience in a variety of disciplines from heavy industry to information systems. Each brings a unique perspective and skill set to the organization with a passion and energy for systems engineering principles and strong data management.

Our collective engineering experience and technical specialities includes:

• Database Architecture and Software Coding

• Systems Engineering Principles and Methods

• Requirements Management,

• System Integration & Interface Management

• Communication Systems

• SCADA

• Railway Signalling & Train Control

• Rolling Stock

• Overall Transportation Infrastructure

• Configuration Control

• Asset Management

• Project Process Control

• Software Engineering

• QA/QC

• New Technology Integration

• Safety/Reliability Analysis

• Project Management.

In addition to our four full time directors Taroko also has an extensive network of IT professionals, Database programmers and Systems Engineers.

TAROKO DIRECTORS: !Cullen T. Welbourn P.Eng, BSc (honours), Engineering Physics!Douglas Thiele MSc, BSC Computer Science, BEng Metallurgy!Kevin J. Gutteridge C.Eng, MIET, MSc Rail Systems Engineering, B.Eng (Hons) Electronics!Michael D. Turner P.Eng, BASc Electronic Information Systems Engineering

SIGMA IS OPEN SOURCE !Taroko’s Sigma database software is an open source application for the FileMaker database. Users can customize functions and reporting to an unlimited extent.

Taroko provides ability for your database administrator to:

• Customize user interfaces;

• Modify the database architecture;

• Introduce new functionality; and

• Edit each of the “behind the scenes” script files.

This approach enables users to tailor Sigma to their specific needs. Need advice, or want to suggest additional functions for inclusion in the core product? Taroko’s staff are on hand to provide support.

OPEN SOURCE - SUMMARY OF BENEFITS

CUSTOMIZABLE ITEMS

Modification to screen layouts and user interfaces ✓

Create, edit, delete database tables ✓

Create, edit, delete database fields ✓

Create, edit, delete scripts ✓

Create custom reports ✓

Edit, delete built-in reports ✓

TAROKO COMMUNITY !Taroko are committed to improving the community in which we work, One of of our goals is to foster a community that creates and uses the best tools, functions and processes available. With this in mind Taroko’s forum is the place to share.

Using an instance of Sigma, devised a great new function? Taroko and our community will consider any standout functionality for inclusion in future releases of the core product. In this manner we grow our industry and improve project delivery.

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PROJECT REFERENCES !The following pages provide an overview of the large-scale projects that Sigmas is in use on. They include a diverse range of projects, High Speed Rail, Freight and Metros both driverless and manually driven systems.

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TAIWAN HIGH SPEED RAIL Client: TSC (Taiwan Shinkansen Consortium), 2003 to presentMTSC (Mitsubishi Toshiba Shinkansen Consortium), 2013 to presentValue: TSC: 2.0B - 300km of new railway including control center, started service in 2007MTSC: 160M - 10km extension, 1 new terminal and 3 new midline stations, 2016!Services:Client was responsible for design, supply, manufacturing, installation, testing and integration of Core Systems (rolling stock, power, signaling, communications, maintenance management and trackwork) for the Taiwan High Speed Railway.The THSR project was the first implementation of Taroko’s Sigma platform. The platform serves 500+ registered users, in local and remote locations, with the following functions:

• Full EDMS with document repository and comprehensive status reporting tools.• Configuration management of all parts during design and testing stages• On line correspondence tracking, storage and indexing.• Fully customized Requirements management database with on line verification capture. • On line punch list and FRACAS reporting• Status aggregation (PDLs) and project milestone certification tools.• Master test list for tracking all executions of all tests• Interface tracking, with cross-referencing to documents and requirements• Remote access provided through Citrix/Web browser.

TAIWAN HIGH SPEED RAILTaiwan High Speed Rail is the World’s largest build-operate-transfer project that uses Japanese Shinkansen technology.

The 346km route along Taiwan’s western corridor features 8 stations and provision for an additional 5 future stations.

Service commenced in 2007 and work began in 2013 to construct and implement the additional 5 stations and an extension of the line to Nang Gang.

Taroko’s Sigma database and integrated tool set has supported the project from the outset and is our genesis.

TAIWAN TTYMRT Client: MarubeniValue: US$ 2 Billion!Services:Provided Sigma based project database including the following main functions:

• Full EDMS with document repository and comprehensive status reporting tools.• On line correspondence creation and review workflows. • Fully customized Requirements management database with on line verification capture. • On line punch list and FRACAS reporting• Status aggregation (PDLs) and project milestone certification tools.• Dual Language (English and Chinese) user interface across the entire database• Remote access provided through Citrix/Web browser.!

TAIWAN TTYMRT Taiwan Taoyuan Airport Access MRT (TTYMRT) project links Taipei city centre with the international airport located in Taoyuan.

The 51.2km alignment includes 22 stations and 2 depots. The alignment features viaduct, above ground and tunnel segments.

Taroko’s Sigma software was introduced initially to manage incoming and outgoing correspondence between the main contractor Marubeni their client and each of their sub-contractors. This initial functionality continued to increase as needs arose to integrate FRACAS, status aggregation and requirements management.

BANGKOK PURPLE LINE Client: Marubeni, Toshiba Joint VentureValue: US$ 1.5 Billion!Services:Provided Sigma based project database including the following main functions:

• Full EDMS with document repository and comprehensive status reporting tools.• Personal workflows and automated task assignment for all staff• EDMS delivered to 10 subcontractors and client providing electronic transmittals and

comment/status delivery with automatic reporting.• On line document reviews and comment capture• On line correspondence creation and review workflows. • Fully customized Requirements Management database with on line verification capture.• On line punch list and FRACAS reporting• Status aggregation (PDLs) and project milestone certification tools.• Remote access provided through Citrix/Web browser and direct web mobile delivery

BANGKOK PURPLE LINEThe Purple Line is Bangkok’s latest MRT line. The 23km rapid transit line includes 16 stations and will connect Bangkok to the Northaburi province. A significant amount of the civil works, viaduct, station and depot were completed ahead of the Core Systems work, Rolling Stock, Train Control, Power and Communications.

The Marubeni/Toshiba Joint Venture (MTJV) are responsible for designing, installing, testing and commissioning the core systems.

Taroko’s Sigma software has been introduced at the outset of the JVs work. A key function that Sigma provides is the automated document transmittal and review between MTJV and 10 sub-contractors.

VANCOUVER CANADA LINE Client: InvensysValue: US$ 1.5 Billion!Services:Provided Sigma based project database including the following main functions:

• Full EDMS with document repository and comprehensive status reporting tools. • Fully customized Requirements Management database customized to synchronize and

consolidate multiple DOORS repositories and provide overall reporting.• On line punch list and FRACAS reporting. The FRACAS system also incorporated remote

stand alone FRACAS modules for remote capture and subsequent synchronization into the main database.

• Asset management system for tracking parts, assets and configuration item locations for all rail systems.

• On line software release synchronization with RailSCADA™ subversion based configuration repository.

• Management of software release notes.• Remote access provided through Citrix/Web browser.

VANCOUVER CANADA LINEThe Canada Line is a fully automated rapid transit line located in Metro Vancover. Opened in 2009, the Canada line is Vancouver’s third rapid transit line.

The 16.2km alignment and its 16 stations connects Vancouver to Richmond and features segments of cut-and-cover, viaduct, tunnel.

The systems contractor, Invensys implemented Sigma Software to manage the project requirements, documents, track failures using Sigma’s integrated FRACAS functionality and asset management.

ETIHAD RAIL PROJECT Client: ParsonsValue: US$ 2 Billion!Services:Provided Sigma based project database including the following main functions:

• Daily synchronization, Consolidation and analysis of client EDMS into Sigma tool. Detailed document status reporting and work allocation.

• Daily synchronization, Consolidation and analysis of client Comply Pro database into Sigma Requirements tool.

• On Line requirements assessment tool and detailed requirements status reporting. • Status aggregation (PDLs) and project milestone certification tools.

ETIHAD RAIL PROJECT STAGE 1Stage 1 of the Etihad Rail Project will provide rail transportation of sulphur from gas facilities at Habshan and Sha to the coastal processing centre at Ruwais.

The project involves the construction of the alignment, processing/handling facilities and equipping the freight locomotives and alignment with ETCS, level 2 train control technology.

Parsons/Aecom were appointed as the Project Management Consultant and implemented Sigma Software initially to manage and assess project requirements. From this initial task, Sigma’s functionality increased to manage the project documentation though integration with EDMS and project status aggregation.

KLANG VALLEY MRT Client: MMC GamudaValue: US$ 1 Billion!Services:The KVMRT Systems Engineering department is using Taroko’s Sigma software to assess project requirements managed in DOORs and to define pre-requisites for certifying commencement of system-wide project events.!Requirements managed in DOORS are exported in Excel format and imported to Sigma. Sigma software is used to assess the integrity of the requirements management activities. Assessment results have highlighted deficiencies in traceability, requirements decomposition, attribute assignment, verification and validation that would otherwise have been difficult to systematically detect. !Sigma software has been integrated with the Project’s Document Management System (EDMS) to track the achievement of pre-requisites. Under this configuration, Sigma relates document approval and revision status maintained in EDMS to the achievement of the pre-requisites managed in Sigma. Sigma software is being used to control critical events including for example, energization of traction power system and dynamic testing of Rolling Stock.

KLANG VALLEY MRTMMC/Gamuda were appointed as the Project Delivery partner for the Klang Valley project.

The 51km alignment, featuring 31 stations, 2 depots and 58 driverless trains comprises a combination of elevated viaduct and tunnel segments. The line runs Northwest to Southeast through Kuala Lumpur city centre connecting residents within the Klang Valley.

14 systems contractors are employed to design, install, test and commission the systems. To assist with managing 14 systems contractors, Sigma software is being used to assess project requirements, track document submissions though integration with EDMS and manage safety critical project events such as energization.

STAGECOACH SOUTHWEST TRAINS FRANCHISE BID Client: Stagecoach/Stanway Consulting LimitedValue: US$ 1.2 Billion!Services:As part of their bid to secure the renewal of the Southwest Trains franchise, Stagecoach are procuring a Staff & Crew System (SAC) and an Incident Management (IM) System. Both systems integrate with existing operationally critical sub-subsystems. The SAC system is responsible for managing staff and crews and diagramming of rolling stock. The IM system coordinates and manages Stagecoach’s response to incidents. The successful procurement and integration of these systems is a key facet of their franchise bid.!Taroko are providing Systems Engineering expertise coupled with Taoko’s Sigma document control and requirements management modules to create the Systems Requirements Specifications for the SAC and an IM Systems and drive the preparation of the associated system Functional Block Diagrams (FBDs).!Client specification documents are imported into SIGMA and decomposed to create SMART (Specific, Measurable, Achievable, Realistic and Testable) Requirements. The decomposed requirements are parsed creating virtual SRS documents. During the parsing process, SIGMA establishes and maintains the links to the parent documents, allows attributes to be assigned to individual requirements and provides individual verification of each of the derived child requirements. Requirements under management in Sigma are used to create the Level 1 and 2 FBDs that define the systems’ boundaries, interfaces and software sub modules. !Performed entirely within Sigma, the process is ‘paper free’, hard copy documents need only to be generated for submittal purposes.!Outputs include an SRS for each system, Verification Compliance Report, Traceability Report and a Technical Gap Analysis Report.!The process complies with the intent of the EN50126 and EN50128 standards.

SOUTHWEST TRAINS OPERATION FRANCHISE BIDStagecoach are the current operating franchisee of the South West Trains network in the UK. Stagecoach are preparing a bid to continue for a further 7 years as the operator when their current franchise agreement expires in 2016.

Working with Stanway Consulting Limited, Taroko are using SIGMA to manage the requirements for the Staff & Crew and Incident Management Systems and create the System Requirements Specifications that will be used to procure the systems and manage the requirements post tender award

BANGKOK PURPLE LINE Client: Mitsubishi, Hitachi, Sumitomo Joint VentureValue: US$ 1.5 Billion!Services:Provided Sigma based project database including the following main functions:

• Full EDMS with document repository and comprehensive status reporting tools.• Personal workflows and automated task assignment for all staff• On line document reviews and comment capture• On line correspondence creation and review workflows. • Level 1 Requirements Management database.• Site Safety Management.

BANGKOK RED LINEThe Red Line is Bangkok’s latest MRT line. Phase 1 of the line (North) is 26.4 km and will run from the centre of Bangkok to Rangsit. Phase 2, (West) is a further 16.4 km that connects Taling Chan. A significant amount of the civil works, viaduct, station and depot were completed ahead of the Core Systems work, Rolling Stock, Train Control, Power and Communications.

The Mitsubishi, Hitachi, Sumitomo (MHSC) Joint Venture are responsible for designing, installing, testing and commissioning the core systems.

Taroko’s Sigma software has been introduced at the outset of the JVs work. A key function that Sigma provides is the management of documentation, correspondence, Level 1 requirements and Site Safety.

MHSC

SIGMA “One Tool… All The Project Needs.”

Taroko Limited is registered in Hong Kong.

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