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Creating Turnover Packages:Bridging Cx & Quality in One
Software Platform
Lili SanderDirector Product Management
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AIA Quality Assurance
The Building Commissioning Association is a Registered Provider
with The American Institute of Architects Continuing Education
Systems (AIA/CES). Credit(s) earned on completion of this program
will be reported to AIA/CES for AIA members. Certificates of the
Completion for both AIA members and non-AIA members are available
upon request.
This program is registered with AIA/CES for continuing
professional education. As such, it does not include content that
may be deemed or construed to be an approval or endorsement by the
AIA of any material of construction or any method or manner of
handling, using, distributing, or dealing in any material or
product.
Questions related to specific materials, methods, and services
will be addressed at the conclusion of this presentation.
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AGENDA
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• Challenges at Scale
• Varying Adoption of Technology-Driven Solutions
• Patterns Across Industries
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CHALLENGES AT SCALE
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• Hundreds of People Contributing
to Commissioning
• Different Expertise
• Different Time Zones
• Different Levels of Education
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PROBLEM: COMMUNICATING ACROSS TEAMS
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• Invite Every Stakeholder to Be a
Participant in the Project Data
• Appropriately Limit Data Access, but
Let Them Participate Directly
• Provide a Centralized Hub for
Teams to Share Information
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SOLUTION: STRUCTURED COLLABORATION
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• Personnel Changes
• Schedule Updates
• Multiple Related Projects
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PROBLEM: MANAGING SCOPE CHANGES
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• Real-Time Scope Changes
Distributed to the Project Team
• Maintaining the Context/Integrity of
Work Performed
• Clarity of Scope Status
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SOLUTION: REAL-TIME SCOPE MANAGEMENT
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• Communication Channels are
Outdated and Slow
• Source of Truth Unclear
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PROBLEM: ACCESSING THE LATEST INFORMATION
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• Real-Time Data Transfer
• KPIs and Dashboards
• Digital Repository With
Unlimited Access
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SOLUTION: CENTRALIZED DIGITAL ACCESS
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• Sensitive Project Data
• Owner and Regulatory
Requirements
• Managing Accountability
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PROBLEM: MAINTAINING COMPLIANCE
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• Digitally Guide Your Project Teams
Through Workflow Rules
• Add Workflow Exceptions
As Necessary
• Control Who Can See and Execute
Each Activity Based on Team,
Location, Project Phase, Severity…
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SOLUTION: PROCESS ENFORCEMENT & GUIDANCE
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• High Labor Costs
• Using the Right Person
for the Right Job
• Ensuring Field Access to
Reference Material
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PROBLEM: USING PEOPLE EFFECTIVELY
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• Develop Your Test Requirements
for Each Tag and System
• Bake Your Quality, Cx and Turnover
Procedures Into Your Digital Plan
• Natively Link and Store Related
Project Data For Field Access
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SOLUTION: BUILD A PLAN & COLLATE YOUR DATA
Screenshot from the app?
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• Numerous Data Sources
• Stale Data
• Source of Truth Unclear
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PROBLEM: REPORTING ON PROGRESS
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• Let Field Activities Update
Reports Automatically
• Create Reports From Current
Project Data
• Make Some Reports Available
to Everyone
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SOLUTION: REPORTING FOR “FREE”
Dashboard screenshot/mock up?
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TRENDS IN TECHNOLOGY ADOPTION
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TRENDS IN TECHNOLOGY ADOPTION: PAPER
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TRENDS IN TECHNOLOGY ADOPTION: PAPER + DIGITAL
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TRENDS IN TECHNOLOGY ADOPTION:FULL DIGITAL EXECUTION
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PATTERNS ACROSS INDUSTRIES
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• Integrate Quality, Commissioning
and Turnover Plans
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SHARING METHODOLOGIES ACROSS INDUSTRIES
Commissioning
Quality Turnover
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• Plan From a Shared Set of Tags,
Systems and Components
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SHARING METHODOLOGIES ACROSS INDUSTRIES
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• Plan in Advance
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SHARING METHODOLOGIES ACROSS INDUSTRIES
Screenshot from the app?
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• Build In Gates and Prerequisites for
Each Project Phase
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SHARING METHODOLOGIES ACROSS INDUSTRIES
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• Report on Completion
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SHARING METHODOLOGIES ACROSS INDUSTRIES
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• Native Support for Progressive,
Comprehensive Closeout
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CLOSEOUT WITH CONFIDENCE
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Lili [email protected]
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Creating Turnover Packages:�Bridging Cx & Quality
in One Software PlatformSlide Number
2AGENDACHALLENGES AT SCALEPROBLEM: COMMUNICATING ACROSS
TEAMSSOLUTION: STRUCTURED COLLABORATIONPROBLEM: MANAGING SCOPE
CHANGESSOLUTION: REAL-TIME SCOPE MANAGEMENTPROBLEM: ACCESSING THE
LATEST INFORMATIONSOLUTION: CENTRALIZED DIGITAL ACCESSPROBLEM:
MAINTAINING COMPLIANCESOLUTION: PROCESS ENFORCEMENT &
GUIDANCEPROBLEM: USING PEOPLE EFFECTIVELYSOLUTION: BUILD A PLAN
& COLLATE YOUR DATAPROBLEM: REPORTING ON PROGRESSSOLUTION:
REPORTING FOR “FREE”TRENDS IN TECHNOLOGY ADOPTIONTRENDS IN
TECHNOLOGY ADOPTION: PAPERTRENDS IN TECHNOLOGY ADOPTION: PAPER +
DIGITALTRENDS IN TECHNOLOGY ADOPTION:�FULL DIGITAL
EXECUTIONPATTERNS ACROSS INDUSTRIESSHARING METHODOLOGIES ACROSS
INDUSTRIESSHARING METHODOLOGIES ACROSS INDUSTRIESSHARING
METHODOLOGIES ACROSS INDUSTRIESSHARING METHODOLOGIES ACROSS
INDUSTRIESSHARING METHODOLOGIES ACROSS INDUSTRIESCLOSEOUT WITH
CONFIDENCELili Sander�[email protected]
