REMINDER Check in on the COLLABORATE mobile app A GC's Perspective on Primavera Unifier Prepared by: Chad Brady Project Controls Manager Mortenson Construction Implementation Successes & Challenges To Migrate or NOT to Migrate User Experience Session ID#: 15452
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REMINDERCheck in on the
COLLABORATE mobile app
A GC's Perspective on Primavera Unifier
Prepared by:Chad BradyProject Controls ManagerMortenson Construction
Implementation Successes & ChallengesTo Migrate or NOT to MigrateUser Experience
Session ID#: 15452
M. A. Mortenson, Sr. had one purpose in mind when he founded Mortenson
Construction in 1954 . . . To build structures and facilities for the
advancement of modern society.
Family-owned firm – 60 years strong Seven geographic office locations Seven industry-specific operating groups Industry leaders in technology & sustainability 2,175 team members Leadership, stability & financial strength
Background Degree in Construction Engineering w/EIT Started with Mortenson 1997 Project Manager on many complex projects Leadership, Dedication & Motivated
Chad Brady, LEED AP Project Controls Manager Mortenson Construction Phone: 763-287-5344 [email protected] http://www.mortenson.com
Notable Projects Sioux City IA – Perry Creek Water Diversion & Outlet
Structure EGF MN – School Reconstruction Mpls MN – U of M Walter Digital Technology Center Memphis TN - FedEx Forum Mpls MN – Walker Art Center Expansion Duluth MN – St. Mary’s Duluth Clinic 1st St Building St. Paul MN – Wilder Center
Agenda
■ Dynamics of a General Contractor■ Selection Process■ Implementation■ Maintenance■ Future of Unifier in Construction■ Take Aways
Dynamics of a General Contractor
Dynamics of a General Contractor
6
High Voltage
Wind
Industrial
Commercial
Local, State, and Federal Government
Community & Real Estate
Education
SportsHealth Care
Civil
Universities, Public & Private Schools
Private Companies
Developers
Low Tech High TechEmailFax Cell PhoneMail
Old School New Hire
Big CityRural Farm FieldMountain TopUnderwater UndergroundIn the air
In the job trailerAt the main office In a meeting
WebSmart PhoneTablets
Non‐ProfitsVarious Authorities
Hotel RoomOn Site My Desk
HotelsWater Treatment
Mission Critical
Solar Transmission
Distribution
ForeignPC
SVPPM Engineer
Market Diversity
9%
14%
15%
22%
30%Healthcare
RenewableEnergy
Commercial
Education
Sports
Research
Recreational
Hotel
Telecom
Correctional
Manufacturing
Other Key Segments
Regional Offices
Minneapolis Office Seattle Office
Milwaukee Office Phoenix OfficeChicago Office
Denver Office
Industry Specific Groups
Federal Contracting Group
National Projects GroupRenewable Energy Group
Logistics….. You want the stadium where?!?!
Imagine the RFI’s…..
Imagine the risks …………….
Imagine the adaptation to change ……
Imagine the systems required to manage the project . . .
And walla . . .
By the Numbers
■ Staff of 45 Supervisory Personnel
■ 1100 Craft Workers on site each day
■ Over $1,000,000 / day put in place at the peak
■ 5,100 Construction Issues■ 3,700 Requests for Information■ 66,500 Request for Proposals
to Subcontractor/Suppliers
Selection Process
Vendor Matrix
Issue Management – Must Have
The “manila folder”
Issue Management – What it Looked Like
WRITENOTICE
LETTER TOCUSTOMER
WRITENOTICE
LETTER TOCUSTOMER
FORWARD TOCUSTOMER
FORWARD TOCUSTOMER
SET UPCHANGEMGMNT #
SET UPCHANGEMGMNT #
PROJECTMANAGERREVIEW
PROJECTMANAGERREVIEW
DATESTAMP
DATESTAMP
COST ENGINEERPREPARES
SUBS REQUESTFOR PRICING
COST ENGINEERPREPARES
SUBS REQUESTFOR PRICING
SET UPCHANGEMGMNT #
SET UPCHANGEMGMNT #
PROJECTMANAGERREVIEW
PROJECTMANAGERREVIEW
COPYCOPY
FILEFILE
FORWARDTO SUBS
FORWARDTO SUBS
RECEIVESUBS
CHANGEPROPOSALS
RECEIVESUBS
CHANGEPROPOSALS
FILEFILE
DATESTAMP
DATESTAMP
COPIES SUBREQUEST FOR
PRICING
COPIES SUBREQUEST FOR
PRICING
DISTRIBUTETO FIELD
DISTRIBUTETO FIELD
YES
REVIEW &ADDRESSPRICING ISSUES
REVIEW &ADDRESSPRICING ISSUES
LOG-INCHANGE
QUOTATIONS
LOG-INCHANGE
QUOTATIONS
COPYCOPY
FORWARDQUOTE TO
CUSTOMER
FORWARDQUOTE TO
CUSTOMER
FILEFILE
NEGOTIATECHANGE ORDERPROPOSAL
NEGOTIATECHANGE ORDERPROPOSAL DATE
STAMP
DATESTAMP
FILECONTRACT
MOD
FILECONTRACT
MOD
PREPARESUBCONTRACT
CHANGE ORDERS &UPDATE COSTSTATUS REPORT
PREPARESUBCONTRACT
CHANGE ORDERS &UPDATE COSTSTATUS REPORT
REVIEWCONTRACT
MOD
REVIEWCONTRACT
MOD
ASSEMBLECHANGE ORDERPROPOSAL / ADD
MARKUPS
ASSEMBLECHANGE ORDERPROPOSAL / ADD
MARKUPS
PROJECTMANAGERREVIEW/
APPROVE
PROJECTMANAGERREVIEW/
APPROVE
POSTDOCUMENTS
POSTDOCUMENTS
PROCEEDWITH WORK
PROCEEDWITH WORK
DOESPROPOSAL
INCLUDEAUTHORIZATIONTO PROCEED?
DOESPROPOSAL
INCLUDEAUTHORIZATIONTO PROCEED?
CONTRACTORIDENTIFIED
CHANGENOTICE
CONTRACTORIDENTIFIED
CHANGENOTICE
PROJECTMANAGERREVIEW
PROJECTMANAGERREVIEW
POSTDOCUMENTS
POSTDOCUMENTS
PREPAREROUGH ORDEROF MAGNITUDE
ESTIMATE
PREPAREROUGH ORDEROF MAGNITUDE
ESTIMATE
SCHEDULEANALYSIS C.O.
FRAGNET
SCHEDULEANALYSIS C.O.
FRAGNETRESUBMITQUOTE ASREQUIRED
RESUBMITQUOTE ASREQUIRED
CUSTOMERISSUES
CONTRACTMOD.
CUSTOMERISSUES
CONTRACTMOD.
PREPAREROUGH ORDEROF MAGNITUDE
ESTIMATE
PREPAREROUGH ORDEROF MAGNITUDE
ESTIMATE
DISTRIBUTE TODESIGNATED
ENGINEER
DISTRIBUTE TODESIGNATED
ENGINEER
ISPROPOSAL
RELATED TO ANEXISTINGISSUE?
ISPROPOSAL
RELATED TO ANEXISTINGISSUE?
YES
NO
ATTACH PROPOSAL TOEXISTING ISSUE NO. IN
ISSUE LOG
ATTACH PROPOSAL TOEXISTING ISSUE NO. IN
ISSUE LOG
ASSIGN NEWISSUE NO. &
LOG INTOISSUE LOG
ASSIGN NEWISSUE NO. &
LOG INTOISSUE LOG
SET UP NEWISSUE FILE
SET UP NEWISSUE FILE
from existingIssue Chart
PROCEEDWITH WORK
PROCEEDWITH WORK
Example: RFI,Submittal
Comment, FieldDirectives
IS PRICINGOK?
IS PRICINGOK?
YES
IS COST INMORTENSON'S
SCOPE?
IS COST INMORTENSON'S
SCOPE?
DISTRIBUTETO STAFF
IN-BASKETS
DISTRIBUTETO STAFF
IN-BASKETS
DISTRIBUTE TODESIGNATED
ENGINEER
DISTRIBUTE TODESIGNATED
ENGINEER
YESor NO
IS COSTIN SUB'SSCOPE?
IS COSTIN SUB'SSCOPE?
YES
YES
NOCOST ENGINEER
PREPARESSUBS REQUEST
FOR PRICING
COST ENGINEERPREPARES
SUBS REQUESTFOR PRICING
FORWARDTO SUBS
FORWARDTO SUBS
RECEIVE SUBSCHANGE
PROPOSALS
RECEIVE SUBSCHANGE
PROPOSALS
FILEFILE
DATESTAMP
DATESTAMP
COPY SUBREQUEST FOR
PRICING
COPY SUBREQUEST FOR
PRICING
REVIEW &ADDRESSPRICING ISSUES
REVIEW &ADDRESSPRICING ISSUES
LOG-INCHANGE
QUOTATIONS
LOG-INCHANGE
QUOTATIONS
SCHEDULEANALYSIS C.O.
FRAGNET
SCHEDULEANALYSIS C.O.
FRAGNET
IS PRICINGOK?
IS PRICINGOK?
PREPARE SUBCONTRACTCHANGE ORDER, NEW
SUBCONTRACT, ORPURCHASE AGREEMENT &
UPDATE COST STATUSREPORT
PREPARE SUBCONTRACTCHANGE ORDER, NEW
SUBCONTRACT, ORPURCHASE AGREEMENT &
UPDATE COST STATUSREPORT
CPM UPDATE
SCHEDULEFRAGNET
CPM UPDATE
SCHEDULEFRAGNET
REQUESTREPRICING FROMSUBCONTACTOR
REQUESTREPRICING FROMSUBCONTACTOR
NO
WILL SUBCOMPLY WITH
REQUEST?
WILL SUBCOMPLY WITH
REQUEST?YES NO PROCEED
WITH QUOTE TOCUSTOMER?
PROCEED WITH QUOTE TO
CUSTOMER?
YES
ASSEMBLE CHANGEORDER PROPOSAL /
MARKUPS WITHCOMMENTS ON
DISPUTED SUB INFO
ASSEMBLE CHANGEORDER PROPOSAL /
MARKUPS WITHCOMMENTS ON
DISPUTED SUB INFO
SUBCONTRACTORDISPUTE
RESOLUTION
SUBCONTRACTORDISPUTE
RESOLUTION
NO
SUBCONTRACTORDISPUTE
RESOLUTION
SUBCONTRACTORDISPUTE
RESOLUTION
DISTRIBUTETO FIELD
DISTRIBUTETO FIELD
PREPARESUBCONTRACT
CHANGE ORDER &UPDATES COSTSTATUS REPORT
PREPARESUBCONTRACT
CHANGE ORDER &UPDATES COSTSTATUS REPORT
(may need to be done morethan once based on timingof Authorization toProceed with Change)
■ Consolidation Between BPs■ Improving Email Handling■ Query Capabilities
▪ Saved Searches
■ Attachments Handling▪ Auto-Publish to Document Manager
Issues in Unifier
Maintenance
Implementation Strategy – Expand Usage
Future of Unifier in Construction
Enhancements – Must Haves• Mobile Devices
– Isolation of Renewable Projects
– Incident Reporting
– Punchlists
– Field Inspections & Monitoring
• Cost Management– For Agency CM and Joint Venture Projects
– Focus on Integrations to Existing Systems
• Building Integration Modeling– During Preconstruction– During Construction
• Request for Bid– During Preconstruction– During Construction
Take-Aways
Take-Aways(For the vendors in the room too)
■ Dynamics of a General Contractor▪ Workforce Experience, Market Diversity, Locations Served, Types of Work, Types
of Contracts
■ Selection Process▪ Scope Development & Identify Must Haves, Evaluate & Short List the Vendors,
Demonstrations, Conference Room Pilot
■ Implementation▪ Set up Implementation Team, Determine Responsibilities, Migration, Hosting,
Integrations, Scope Refinement, Gather Business Requirements, Establish Deliverables, Development Tips, Pilot, Deploy, Dynamics of a Workflow (don't forget an RFI can be more than just sending a question to the architect)
■ Maintenance▪ Talk (visit) to Project Teams, Status System Usage, Track the Phone Calls,
Redevelop BP's, Improve the Support Mechanism, DIY Video Training
■ Future of Unifier in Construction▪ Enhancements to Bolster User Efficiency
THANK YOU
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