New white paper examines project information management in the cloud

Newforma Chief Executive Officer Ian Howell has published a white paper, “PIM in the Cloud,” that discusses cloud-based project information management as practiced by Newforma and Newforma customers.

Newforma’s philosophy is to design software that manages project information wherever our customers wish to keep it. With more project information residing on cloud servers, we’re doing more implementations in the cloud.

That’s not to say all project information is moving to the cloud. Architecture, engineering and construction companies work with large volumes of dynamic and unstructured information that sometimes lives on cloud servers, but more often resides in-house.

To address these different needs, the Newforma solution includes a number of different software components that run on different platforms, depending on which best support our customers’ business needs.

Our “PIM in the Cloud” white paper examines these topics and more. To request a free copy, please complete and submit this form.

Treating the Redline Blues

This Architexts comic is funny because it’s true:

If you would prefer to get your laughs from sources other than frustrating rework, Newforma has a solution, and a Newforma customer has published the step-by-step instructions.

In “Managing Revit Drawing Revisions in Newforma Project Center” at AECbytes Issue #62, Matt Tosto describes how Affiliated Engineering, Inc., a multi-discipline technical consulting firm, is managing the steady stream of drawing revisions generated from Revit.

The process Matt shows in his “Tips and Tricks” article eliminates the possibility of people accessing dated drawings.

You’re not restricted to Revit alone to employ the Newforma Document Control activity center. It can be used to manage revisions of any file types, including AutoCAD DWG and Microstation DGN files.

For a short video overview, visit this page at newforma.com.

Complex projects require team-wide project coordination

A recently published project case study, General Contractor Strengthens Ability to Win, Manage and Deliver Projects, showcases how Nibbi Brothers General Contractors successfully uses Newforma enterprise software to manage their project information and improve project team collaboration.

Even though projects continue to get more and more complex, contractors are expected to complete their work faster than ever and with fewer mistakes. For many general contractors this a problem but not for Nibbi Construction.

“Our most successful projects have resulted from highly collaborative approaches to complex technical challenges,” Nibbi President Bob Nibbi said. “As the construction marketplace moves in this direction, we become more competitive.”

Nibbi recognized that a complete construction solution would improve coordination resulting in reduced cost and fewer mistakes. They have seen improvements in managing their email, processing submittals, RFIs and other project documents, as well as improving coordination and collaboration with project partners and Nibbi professionals working in the field.

The Exploratorium @ Pier 15 project is just such an example. As Assistant Project Manager Jill Brown explains, "On the Exploratorium project, supervisors, superintendents, partner architects and subcontractors are submitting and responding to RFIs an submittals using Newforma software. We've eliminated potential errors and tremendous amount of data reentry." In fact, Nibbi has had so much success coordinating with the partner architect, EHDD Architecture, EHDD just purchased Newforma software themselves.

As Bob points out, “All of our communications – email, transmittals, RFIs, submittals, changer orders and more – presents a consistent professional image that promotes clarity and confidence."

Read firsthand how Nibbi Construciton has used Newforma to improve team coordination allowing them to win more work, accelerate turnaround, avoid disputes, manager their risk and stay on schedule.

Click here to learn more about the Newforma Construction Suite.

e-Discovery Resources

In our recent webinar on PIM and e-Discovery, entitled Capturing decisions as they're being made: facilitating e-discovery, I promised to provide links to several information resources that I have found useful on the topic of e-Discovery. Please note that some of these resources require you to register to access the materials, but registration is free at the time of this posting. Here they are:

The Sedona Conference is a nonprofit, “research and educational institute dedicated to the advancement of law and policy in the areas of antitrust law, complex litigation and intellectual property rights.” Their Working Group Series are some of the most readable, authoritative resources on the rapidly evolving area of e-Discovery and many other areas at the intersection of law and technology.

Their Jumpstart Outline is a great warm-up on the topic of e-Discovery; it will either reassure you that you have a handle on your record retention and discovery process, or, more likely, scare the hell out of you and motivate you to invest some time and effort. The outline is a sample of the type of questions your organization is likely to receive in the early stages of the discovery process. I suspect it would be intimidating, if you are not properly prepared in advance.

Other useful resources from The Sedona Conference include:

• e-Discovery glossary
• best practice guidelines and commentary

The Federal Judicial Center is where judges go to learn about this stuff, so it is also a very definitive source. The have many papers and other resources re: e-discovery. In particular, the pocket guide to e-Discovery is very readable and useful.

The Electronic Discovery Reference Model (EDRM) graphic shown in the webinar was developed by EDRM which “develops guidelines and standards for e-discovery consumers and providers.”

The websites of dedicated e-Discovery solution providers are also filled with case studies and whitepapers that you may find useful.

And, of course, there is always…

Coming in late October, 2009.

IPD Essentials: Multi-Partner Agreements

At the 2007 AIA Convention, Jim Bedrick of Webcor Builders, and Tony Rinella, then of Anshen+Allen, delivered what I still consider to be a breakthrough conference session on “Innovative Project Delivery Models.” Together they presented an overview and comparison of the different delivery models being used successfully in other countries such as P3 (public-private partnerships), PFI (private finance initiative), performance contracting and project alliances.

This session was an acknowledgement of the problems and waste in the US construction industry being reported by NIST and a response to the combined voice of building owners who were no longer willing to accept and pay for the litigation, cost over-runs and time delays that result from traditional project delivery practices. Read more on this in our blog entry about how traditional project delivery models have failed, below.

Our extremely fragmented industry has, to my amazement, rallied with a surprisingly unified response with 22 leading industry organizations, (including heavyweights such as AGC, CURT, ASC, ABC, LCI, etc) all endorsing ConsensusDOCS 300 as a new form of IPD contract. Separately, the AIA has published two new forms of IPD agreement – the “IPD Transitional Agreements” and the “Single Purpose Entity (SPE) Agreement.”

From our meetings with Newforma customers, we are also observing a new trend to establish Master Agreements between companies who desire to work together on multiple future projects. The Master Agreement captures all of the terms and conditions, agreed to in advance by both parties, that define a ‘trusted partner’ relationship. The idea being that a short, supplemental agreement can quickly and easily be prepared as necessary to document any other project-specific requirements on a case-by-case basis. Also, based on these Master Agreements, improved IPD work processes can be defined and implemented well in advance of the initiation of a particular project.

What do all these new forms of contractual relationship have in common? Principles include shared risk, shared profit, no disputes, collective obligations, greatly increased collaboration, fast (sometimes unanimous) decision making and everyone being incentivized to attain the design goals of the project. Experience to date (as was shared at the recent IPD Conference) strongly suggests that these principles motivate high performance by project teams, result in a higher quality end-product and generate increased profit for every stakeholder.

Please note, however, that there may also be some potential perils in accepting certain of the contractual liabilities that are contained in these new forms of contract. You should consult your own insurer and legal advisor about how these new agreements intersect with professional liability insurance (regarding negligence) and legal precedent (such as the limited liability of contractors established by the 1918 Spearin Doctrine). An analysis of this intersection by Schinnerer & Company is available here.

Having shared that necessary professional caveat with you, let me now also share my personal view – that Pablo Picasso probably got it right when he said “Every act of creation is first an act of destruction.” Shocking as it may at first seem, I strongly suspect that it will only be after we let go of legacy concepts like professional indemnity from negligence (in the case of architects and engineers) and limited liability (in the case of contractors) that IPD contracts will fully evolve. Look for future innovation both from Schinnerer (who reportedly is working on a new IPD multi-party policy) and from other insurers (who may offer project insurance to compete).

The bottom line on this topic: accepting greater exposure to risk, and stepping up to be fully accountable for project success as part of a trusted IPD team, can lead to increased reward.

Stand by for our next blog entry in this ongoing discussion, “The 5 essentials of IPD.”

IPD: 5 Essentials for Success

Newforma helped sponsor last week’s inaugural IPD (Integrated Project Delivery) Conference hosted by Stagnito Media in Boston, attended by about 80 AEC professionals from 24 states.

The aim of IPD is, of course, to change the status quo! An IPD project team strives to meet seven important goals:

• Deliver high quality projects on time and within budget.
• Reduce errors and omissions
• Invest in better team collaboration.
• Manage more complex projects requirements (e.g. LEED certification).
• Remove the “litigation phase” of a project.
• Redefine traditional (i.e. adversarial) behavior.
• Greatly improve the predictability and profitability of the project delivery process.

Leading up to this event I was privileged to be asked by Brad Horst, CIO of EYP, to join his panel of industry experts to share any observations distilled from the one-day agenda of presentations and informal discussion. Highlights for me were the project case studies by building owners such as Digby Christian of Sutter Health, John Moebes of Crate&Barrel, and Erin Rae Hoffer of Autodesk, who, together with members of their project execution teams, shared challenges and successes from their early implementation of IPD projects.

What I concluded from listening to the keynotes, attending various breakout sessions and engaging in conversation with numerous other participants is that there are (at least) five essential ingredients that must co-exist to ensure the success of an IPD project:

1. Enter into new forms of contractual relationships such as AIA Docs, AGC Consensus 300, IFOA (Integrated Form of Agreement as used by Sutter Health), etc.

2. Use model-based design that employs multiple special-purpose BIMs.

3. Manage documentation, capture decisions, agree on workflows and streamline processes based upon best practices.

4. Focus on more effective communication, team collaboration and information-sharing with full team visibility. (In short, provide transparency).

5. Build a different project team culture based upon a “trust but verify” relationship model motivated by shared risk with shared reward.

It is our intention of elaborate on each of these 5 essential ingredients for IPD success. Watch for future postings!

Alphabet Soup (or acronym hell ?)

Do you get confused or just plain frustrated when you are reading the industry press reporting that AIA, CURT and AGC have formed the 3XPT Strategy Group, GSA has published an IFC based MVD requirement for BIM concept models, NBIMS is adopting IDM, CSI is supporting the IFD Library and promoting PPD, AGC has published agcXML, ICC is developing Smartcodes, AIA TAP recommends using MPS, NIBS is sponsoring COBIE, or by all of the references to IPD, LEED and VDC. If you are an international reader, just substitute your local variations such as Avanti, be2camp,CIB, CRC, etc.

Regretfully, here at Newforma we too have been guilty of speaking in acronyms on occasion. For example, in December 2008 we sent you an email blast entitled “PIM and the DNA for IPD” inviting you to join us for a free webinar …. when what we really wanted to talk to you about was email management as an integral part of the project delivery process and to show you how firms like yours are tackling out-of-control inboxes to mitigate risk by capturing email decision trails and to improving team communication.

Through this blog we will be making every effort to demystify much of the industry jargon rather than just pile on and add to your confusion. We aim to be diligent about explaining exactly what the most important acronyms stand for, convey a fundamental understanding and provide an informed opinion regarding the importance of the specific project or initiative. As a start down that path, the links provided above (for anyone who wants to take the time to explore them) have been carefully selected to point you to an authoritative source that explains who or what is behind each of the acronyms used as examples above.

If we do err again, please call ‘foul play’ to get us back on track :-)

An invitation to join us in a critical conversation…….

Our industry is facing tectonic shifts in the way it executes building and infrastructure projects. Will integrated project delivery improve on time completion within budget ? Should building information modeling center around one massive model or be managed as a series of special purpose BIM’s ? Can new forms of contract like multi-partner agreements really change the adversarial behaviors of the past ? Which open data standards will prevail to facilitate the necessary exchange of project information? What best practices are being implemented by other firms that will give them competitive advantage? How do you take advantage of new software delivery models ? Are you managing your project information effectively and transparently ? Have you calculated the cost of the status quo ? Lots of issues remain that need to be addressed and resolved over time through healthy debate (no, not the healthcare debate!), bold experimentation, dedicated effort, ongoing perseverance and yes, also some failures.

Our intent in creating this Newforma Blog is to “host a conversation” by industry stakeholders to discuss each of these and other closely related questions that are facing us all. We look forward to sharing our thoughts and posting observations as our contribution to promote discussion and encourage an active dialogue via your comments.

Unlike the discussion forum on our user community site (which by popular demand is both product centric and technical in nature), and unlike our traditional whitepapers (that are both static and only provide a one-way communication), we are adding this interactive blog to explore the business issues, industry trends and technology that will shape new and improved best practices for architects, engineers and construction firms. Recurring themes will include project information management (PIM), integrated project delivery (IPD), work processes that support model based design (BIM), virtual construction, managing a federated project model, the purpose driven exchange of information, open data standards, change management for technology implementation and the cost of the status quo.

Our desire is to both inform and to learn from our mutual exchange of ideas. Ideally our contributions and the comments that they generate will stimulate and expand your thinking and offer you different perspectives and insights. We may even throw in a little controversy for good measure along the way!

So whether you just choose to read our blog postings or join our conversation, thank you for your interest and we welcome your participation.