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Page 1 CS500083 How to Exceed Project Profit Margins by Leveraging Data & Workflows Dane Pemberton BL Harbert Esteban Corrales Autodesk Description Construction teams are faced with numerous challenges and under immense pressure to meet project budgets. Learn how teams streamline workflows, connect data, and leverage project insights to deliver complex projects while driving project profitability. Speaker(s) Dane Pemberton, US Group Construction Technology Manager, BL Harbert Dane is a graduate of Auburn University with a B.S. in Building Science. He spent over 10 years of his career hands-on in the field as a Project Manager. He transitioned to Construction Technology three years ago. He manages BL Harbert’s US Operations VDC/BIM, Scheduling & Planning and Operational Technology departments. Dane has a passion for making technology and difficult tasks required for our fast paced and complex construction projects, easier and valuable to teams in the field. Esteban Corrales, Manager of Technical Solutions, Construction, Autodesk Esteban is Manager of Technical Sales at Autodesk, working with customers to understand, keep up to date, and explore Autodesk construction technology that could help in their existing and future workflows. As former Project manager for a large national construction firm, who has spent his career on Commercial and Industrial Renewable Energy projects, Esteban understands the pain points a company goes through on both a project and company level, and strives to find ways to help our customers achieve their project and business goals. Learning Objectives Create efficient processes to eliminate bottlenecks Establish clear accountability across teams Connect workflows and data to cost activities Analyze data to proactively mitigate risk
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CS500083 How to Exceed Project Profit Margins by ...

Jan 16, 2022

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Page 1: CS500083 How to Exceed Project Profit Margins by ...

Page 1

CS500083How to Exceed Project Profit Margins by Leveraging Data & Workflows

Dane Pemberton BL Harbert

Esteban Corrales Autodesk

Description

Construction teams are faced with numerous challenges and under immense pressure to meet project budgets. Learn how teams streamline workflows, connect data, and leverage project insights to deliver complex projects while driving project profitability.

Speaker(s)

Dane Pemberton, US Group Construction Technology Manager, BL Harbert Dane is a graduate of Auburn University with a B.S. in Building Science. He spent over 10 years of his career hands-on in the field as a Project Manager. He transitioned to Construction Technology three years ago. He manages BL Harbert’s US Operations VDC/BIM, Scheduling & Planning and Operational Technology departments. Dane has a passion for making technology and difficult tasks required for our fast paced and complex construction projects, easier and valuable to teams in the field.

Esteban Corrales, Manager of Technical Solutions, Construction, Autodesk Esteban is Manager of Technical Sales at Autodesk, working with customers to understand, keep up to date, and explore Autodesk construction technology that could help in their existing and future workflows. As former Project manager for a large national construction firm, who has spent his career on Commercial and Industrial Renewable Energy projects, Esteban understands the pain points a company goes through on both a project and company level, and strives to find ways to help our customers achieve their project and business goals.

Learning Objectives

• Create efficient processes to eliminate bottlenecks

• Establish clear accountability across teams

• Connect workflows and data to cost activities

• Analyze data to proactively mitigate risk

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About BL Harbert

● BL Harbert’s extensive construction capabilities has a long and storied history dating back to 1949 when brothers John and Bill Harbert, along with Ed Dixon, founded the original Harbert Construction Company.

● At the core of BL Harbert’s success is a decentralized decision-making and management operating philosophy. This has led to the formation of two distinct operating groups: the U.S. Group and the International Group.

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Construction Profitability Traps

● There are several reasons why a project might be losing money.

● Some are clearer than others. Teams are consistently trying to figure out how they can do things better. How can they prevent having the same issues reoccurring on all their projects so they can make the margins they were expecting to make, to begin with.

● Because of this, most turn to technology.

BL Harbert’s Digital Journey to Improve Outcomes & Maximize Profitability

● Historically, technology was based on the needs of the people on the project. The project would call in the Geek Squad, set up a local network, and hit the ground running.

● They realized the downsides to that model, like information silos and creating multiple bottlenecks were affecting their productivity. And if productivity is affected, then efficiency is affected, and clearly, profit margins are affected.

● They knew they needed a change.

● They brought in a CIO to help align everyone and propel their technology into a more current infrastructure and established a group dedicated to operational technology usage.

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BL Harbert’s Technology Evaluation Approach:

● Took their time: analyzed the problems they needed to fix, what was important to them,and what their goals are.

● Methodical method to evaluation (EPLAN):o Establish your needs as an organizationo Prioritize what's truly important to your operations vs. just desireso List your long term goalso Access your business process objectivelyo Now go review solutions

● Focused on relationship building: Wanted to partner with a team that matched theirgoals.

Application Scorecard and Evaluation Template

Decision to Adopt Autodesk Construction Cloud ● Most products BL Harbert evaluated were great for today, but they also wanted to be

mindful of where they wanted to go in the future.

● Autodesk matched what BL Harbert needed long-term and feel like they are positionedcorrectly for the future, leveraging Autodesk construction cloud.

Four Pillars to Improving Outcomes & Maximize Profitability with Autodesk Construction Cloud

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Page 5

Centralization

● It all starts with centralization. Having a central place for teams to organize, distribute,and share files is extremely valuable.

● For BL Harbert Autodesk Docs has solved the issues of mistakes being made becausepeople are working off of the wrong drawings, the wrong design, or the wrong specs. Allteam members now have access to the correct information in the office on theircomputer or in the field on their mobile device.

Document Management Workflow Guide

Standardization ● Standardization is all about creating a framework, not boxing your team members into

one way of doing things.

● Standardizing specific processes like RFIs, safety and quality checks, punch lists, etc.,increases efficiency and allows the company to create a standard for the type of datathey're capturing.

Library/Forms/Project Templates o BL Harbert leveraged Autodesk Build’s Library/Forms/Project Template

functionality to create a company wide resource center so they can quickly andeasily push/pull standard forms into projects across the board.

o Sample JSA Form

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Account Admin & Standardization Workflow Guide Chapter

Accountability & Visibility ● By standardizing processes and setting standards for what you expect from each

participant, clear accountability is inevitable.

● And by centralizing the management of everything in one platform visibility is achievable.

● With clear accountability and visibility teams know what needs to get done. There areless delays and teams can actually concentrate on the task at hand.

Live Dashboards o With BL Harbert’s Sr. Project Leaders/Executives assigned to multiple projects

have found the dashboards in Autodesk Build to be extremely helpful in reducingaudit times.

o They have a single spot where they can go to find the status of items that’sconsistent across all projects.

o They know exactly what they're looking at, they can easily dive in for more detail.

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Data & Analytics o Autodesk Build has strong analytics and reporting tools both in project and

across projects to allow teams to further mitigate risk by becoming more proactive.

o Not only can teams look at what has happened in the past. But they can start to understand the items before they happen, giving teams the ability to know of mistakes that are coming, avoid them appropriately and allow for schedule and budget to continue to be, and allow for schedule and budget to continue to be a success.

o For example, the RFI risk factor card utilizes our built- in AI/Machine Learning capability to analyze and identify high-risk RFIs and classifies root causes. Helping teams identify the RFIs that pose the greatest risk.

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Data & Predictive Analytics workflow guide chapter

Connected Data & Workflows ● Connectivity is key.

● A construction technology tool is only a true platform when it connects workflows between the different stakeholders in a project lifecycle. If it doesn't do that, then it's just a collection of point solutions. Autodesk Build does it.

● Autodesk Build’s 3rd party integrations also allow you to bring specific technology inside the platform, from partner cards for dashboards, to the Data connector and API's.

References o BL Harbert has found the reference functionality to be extremely helpful in

streamlining workflows and connecting data. o Issues you can reference photos, files, RFIs, and assets. o Forms you can reference photos, issues, files, forms, and assets. o RFIs you can reference potential change orders, files, sheets, and

photos. o Submittals you can reference assets, files, form, issues, potential change

orders, photos, RFIs, and sheets. o Meeting minutes you can reference files, sheets, RFI, submittals, issues,

photos, and potential change orders. o Assets you can reference files, forms, issues, photos, sheets, and

submittals. o With the reference functionality across Autodesk Build teams have access to the

context needed to make more informed decisions quiker and the ability to easily recall why a decision was made with the ability to refence the audit trail.

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Cost Management o It is extremely important to have consistency, especially when managing costs on

a project. o Before BL Harbert used Cost Management they managed cost activities in

several different places. A Excel spreadsheet to manage projections, calculations off to the side on a sheet of paper, invoices in a different system so they would have to try to backtrack and figure out where cost went or what something got coded where.

o With Autodesk everything is centralized and all the data is connected. BL Harbert built an integration between Autodesk Buld and their ERP system to further connect aspects together. With a few clicks in the system they can drill down into specifics, they don't have to print out a dozen reports and enter in a different job number to then go and pull an Excel file.

o This is one of the biggest efficiency gains in and of itself that they have seen.

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Additional Resources

● BL Harbert’s website

● Autodesk Build workflow guides

● Application Scorecard and Evaluation Template

● Sample JSA Form

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B. L. HARBERT INTERNATIONAL, LLC.

Job Safety Analysis

Company Name: ______________________

Competent Person: ____________________

Project: ___________________________

Date: __________ Time: _________

Area: ________________________________

Emergency #: 911

Job Description:

List Each Person(s) on Job:

At-Risk / New Employees (Green Hats):

IDENTIFY POTENTIAL HAZARDS ( X )

ENVIRONMENTAL

__________ Airborne, Particles / Flying Debris

__________ Cave In

__________ Congested Area / High Traffic

__________ Defective Tools / Twisting-Kickback

__________ Dropping Tools / Materials to Lower Level

__________ Electrical Shock / Burn

__________ Fire

__________ Heat Stress

__________ Heavy Objects

__________ Hot / Cold Surfaces or Material (Sparks, Slag)

__________ Improper Ventilation

__________ Inadequate Lighting

__________ Insufficient Rigging or Equipment

__________ Hole Openings in Walking, Working Surfaces

__________ High Noise Level

__________ Moving Machinery

__________ Overhead / Floor Obstructions, Interferences

__________ Poor Access / Egress

__________ Poor Housekeeping / Trash Disposal

__________ Sharp Edges / Objects

__________ Slippery Surfaces / Water, Ice, Mud, Oil, Grease

__________ Weather Conditions / Temperature

__________ Other ___________________________

BODY

__________ Abrasions / Cuts / Lacerations / Punctures

__________ Awkward Position

__________ Falls Same Level

__________ Falls over 6’

__________ Arc Flash / Burn

__________ Impalement – Rebar, Protruding Steel, Nails

__________ Material Handling / Manual Lifting

__________ Overexertion

__________ Overhead Work

__________ Pinch Points – Caught In, On or Between Object

__________ Repetitive Motions

__________ Slip / Trip Potential

__________ Sprains / Strains

__________ Struck Against

__________ Struck By – Falling Objects, Equipment

__________ Other ___________________________

CHEMICAL / HAZARDOUS SUBSTANCE

__________ Chemical Burn Skin / Eyes

__________ Flammable

__________ Absorption

__________ Ingestion

__________ Inhalation

__________ Skin Contamination

__________ Other ____________________________

PROJECT PREPARATION / PERMITS

1. Discuss injuries, accidents & near misses -

yesterday.

2. Permit Issued? What type?

Hot Work Crane

Excavation Confined Space

Scaffold Electrical Hot Work

Line Break Grating Removal

2. Safety training complete for employees?

3. Project scope of work understood?

4. Proper safety equipment on job site?

5. Oxygen Levels / Flammability checked?

6. CSP Reviewed / Personnel Trained /

Attendant duties understood?

7. Lockout required? Location?

8. All valves / switches/disconnects in

proper position, tagged and locked?

(# of locks ___ )

9. Lockout / Tagout communicated with

others in area?

10. Proper tools / equipment for

project?

11. Overhead work with barricade / sign?

12. Reviewed SDS for any hazardous

substances that might be present?

Emer Procedure?

13. Rigging/Critical Lift plan

completed?

COMPLETION REVIEW

1. Work area cleaned up?

2. All locks and tags removed?

3. Permits turned in?

4. Barricades removed or in place?

5. Job Task Complete?

6. Job status communicated to General

Contractor?

7. All tools and equipment returned

and / or locked away?

8. Any reported injuries or Safety

Incidents today? If yes, explain.

Supervisor Signature:____________________

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GENERAL SAFETY & HEALTH

_________ First Aid, CPR, AED – Trained Person in Crew

_________ First Aid Supplies Readily Available

_________ SDS Sheets Reviewed & Accessible

_________ Housekeeping & Regular Trash Disposal

_________ Work Area Inspected by Competent Person

EMERGENCY / EQUIPMENT LOCATION

_________ Evacuation Route / Shelter Location / Assem Area

_________ Emergency Number / Alarm / Contact Person

_________ Safety Showers / Eye Wash Station

_________ Fire Extinguishers

_________ Spill Kits / Secondary Containment

SELF PROTECTION – PPE

_________ Hi-Visibility Apparel / Vest

_________ Gloves - Cloth / Leather / Kevlar

_________ Rubber Gloves / Rubber Boots

_________ Steel Toe Boots

_________ Safety Glasses / Side Shields

_________ Mono Goggles

_________ Face Shield

_________ Fresh Air / Ventilation

_________ Ear Protection - Plugs / Muffs / Both

_________ Hard Hat

_________ Safety Harness

_________ Burning Goggles

_________ Welding Hood / Jacket / Sleeves

_________ Long Sleeve Shirt

_________ Respiratory Protection

_________ Other___________________________________

FALL PROTECTION

_________ Operations Planned Ahead -------100% Protection

_________ Full Body Harness, Shock Abs. Lanyard / Twin

_________ 5,000 LB. Anchor Point / Anchor Strap

_________ Lifeline / Retractable, Horizontal, Vertical

_________ Beam Glider / Rope Grab

_________ Guardrails / Handrails

_________ Holes—Covered—Secured—Marked

_________ Openings-Lower Levels-----Properly Guarded

_________ Other____________________________________

IDENTIFY HAZARD CONTROL METHODS

SCAFFOLDS

__________ Competent Person on Site / Fall Protection

__________ Bracing, Pins, Base Plates, Mud Sills, Handrails

__________ Decking, Toe boards, Screening, Barricades

__________ Tied In, Level, Plumb, Wheels Locked

__________ Safe Access –On / Off --- Ladder Secure

__________ Scaffold Complete – Inspected- Tagged-Signed

LADDERS

__________ Inspection – Fall Protection Use

__________ Secured, Proper Angle, Overlap, Non Skid Feet

__________ Firm Base, Fully Open, No Material on Steps

__________ No Standing – Top Two Steps / No Sitting on Top

TOOLS

__________ Inspection / Maintenance / Qualifications

__________ Safety Devices – Guards / Handles

__________ Body Positioning, Balance, Footing

__________ Grounding – Ground Fault Protection

MATERIAL HANDLING & STORAGE

__________ Material Properly Stored / Stacked / Secured

__________ Proper Manual Lifting

__________ Proper Rigging / Lifting Equipment

CRANES / FORKLIFTS / AERIAL LIFT / MECH. EQUIP

__________ Operator Trained / Documented / Seatbelt Worn

__________ Equipment Inspected & Documented

__________ Operation Manual / Load Capacity Posted

__________ Power Line Clearance / Barricades

__________ Fire Extinguisher / Inspected

__________ Outriggers Used

__________ Taglines – Signal Person Used / Qualified

__________ Overhead Work Identified ---Barricades / Signs

__________ Fall Protection / Anchor Point Used

RIGGING / SIGNAL PERSON

__________ Competent-Qualified Person / ID Vest

__________ Maintained / Capacity Tags / Not Overloaded

__________ Safety Latches / Shackles / Rigging Inspected

__________ No Unattended Loads / Barricades / Tagline

_

FIRE PREVENTION & PROTECTION

_________ Fire Watch – Trained & Posted

_________ Extinguishers – Charged / Accessible / Adequate

_________ Area Inspected & Combustibles Removed

_________ Fireproof Blankets

_________ Approved Tanks & Containers

_________ Proper Storage & Signage Posted

_________ Other__________________________________

WELDING & CUTTING

_________ Inspection of Cables / Connectors / Hoses

_________ Cylinders Upright / Secured / Caps in Place

_________ Grounding / Terminal Covers

_________ Shields in Place

_________ Ventilation ---- Air Monitored

_________ Fire Protection / Permit / Ext. / Fire Watch / Etc.

ELECTRICAL

_________ Cords – Tools Inspected

_________ Ground Fault Protection - GFCI

_________ Temporary Lighting – Inspected ---Guarded

_________ “Danger – Energized” - Signage Posted

_________ Lockout / Tagout

_________ Other__________________________________

CONCRETE

_________ Rebar Impalement Protection

_________ Removal of Protruding Nail from Forms

_________ Barricades in Place

________ Slip / Trip Hazards Removed

SPILL PREVENTION MEASURES

1. Review potential for a spill.

2. Is containment needed?

HAVE THE FOLLOWING ITEMS BEEN REVIEWED?

1. Re-check line identification.

2. Lines drained and purged.

3. Checked for low points.

4. Close drains and vents when finished.

5. Special transfer procedures.

CREW SIGN OFF ---- All Potential Hazards / Exposures Have Been Identified – Communicated to Work Crew – Control / Elimination Measures Identified and In Place.

_______________________________ _______________________________ _______________________________ _______________________________ _______________________________

_______________________________ _______________________________ _______________________________ _______________________________ _______________________________

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Cost per User (per yr) based on 300Bases on Projected ARV 0f $450mQuoted Annual Revune Basis PointsImplementation Cost (one-time)Integration Annual CostImplementation Cost (internal)

Annual Total Cost (per yr)Security Compliant (FEDRAMP'd)Ease of Use 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Training/Support Offerd by Supplier

Comments

Budgets 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Projections 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Quantity Tracking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Owner Billings (Revenue) 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Subcontractor Billings 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Drawing Updates 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Solicit Pricing 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Develop and Submit Proposals 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Owner Change Order 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Subcontractor Change Orders 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Communication to the Field 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Production Tracking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Manpower Projections 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Personnel Changes 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Quantity Reporting 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Procurement Log 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Purchase Order Requsisitons 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Purchase Order 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Delivery Tracking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Quanitity Reporting 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Contract Documents 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Document Updates and Revisions 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Submittals 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4RFI's 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Photo Tracking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Transmittals 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4As-Built's 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Models (BIM) 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Test Reports 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Inspections 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Defeciency Tracking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Water Intrusion 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Punchlist 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Safety Compliance/Recordkeeping 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Safety Training 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Safety Observations and Reporting 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Safety Planning 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

File Storage 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Contract Drafting and Routing 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Record Keeping 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Time Keeping 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Personnel Changes 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Invoicing 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Activity Logs 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Project Schedule 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4Planning 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

YES / NO

0

0

4

13

15

5

No

12

30

0

Safety Management

Office Management

Scheduling and Planning

Manpower Management

Purchasing and Material Management

Document Control

Quality Control

-$

7

0

CURRENT

12

YES / NO YES / NOYES / NO

Short-listed Systems Prospective Systems

15

11

12 11

46

17

6

9

19

10

5

General

TOTAL SCORE (out of 184) 56 129 093

YES / NO

17

24

4

Change Management

Cost Control

YES / NO

0 0

YES / NO YES / NO

0

YES / NO

10

0

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Description

Cost per User (per yr) provide the anticipated cost per user based on XXX usersImplementation Cost the lump sum implimatation costTotal Cost (per yr) provide the overall system(s) total cost per year with implimnetation deprciatedCompliant with NIST/FedRampEase of Use 1 2 3 4Training Offered by Supplier

Budgets 1 2 3 4Projections 1 2 3 4Quantity Tracking 1 2 3 4Owner Billings (Revenue) 1 2 3 4Subcontractor Billings 1 2 3 4

Drawing Updates 1 2 3 4Solicit Pricing 1 2 3 4Develop and Submit Proposals 1 2 3 4Owner Change Order 1 2 3 4Subcontractor Change Orders 1 2 3 4Communication to the Field 1 2 3 4

Production Tracking 1 2 3 4Manpower Projections 1 2 3 4Personnel Changes 1 2 3 4Quantity Reporting 1 2 3 4

Procurement Log 1 2 3 4Purchase Order Requisitions 1 2 3 4Purchase Order 1 2 3 4Delivery Tracking 1 2 3 4Quantity Reporting 1 2 3 4

Contract Documents 1 2 3 4Document Updates and Revisions 1 2 3 4Submittals 1 2 3 4RFI's 1 2 3 4Photo Tracking 1 2 3 4Transmittals 1 2 3 4As-Built's 1 2 3 4Models (BIM) 1 2 3 4

Test Reports 1 2 3 4Inspections 1 2 3 4Deficiency Tracking 1 2 3 4Water Intrusion 1 2 3 4Punchlist 1 2 3 4

Safety Compliance/Recordkeeping 1 2 3 4Safety Training 1 2 3 4Safety Observations and Reporting 1 2 3 4Safety Planning 1 2 3 4

File Storage 1 2 3 4Contract Drafting and Routing 1 2 3 4Record Keeping 1 2 3 4Time Keeping 1 2 3 4Personnel Changes 1 2 3 4Invoicing 1 2 3 4Activity Logs 1 2 3 4

Project Schedule 1 2 3 4Planning 1 2 3 4

Scheduling and Planning

TOTAL SCORE 0

Document Control

Quality Control

Office Management

Safety Management

Change Management

Purchasing and Material Management

Manpower Management

YES / NO

Cost Control

General