Change management
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Change Management. Igal Kaptsan Research Director Applied Research, Bentley Systems. Topics. What is change management? Infrastructure Project Challenges Tie Design Phase to Project Lifecycle Change Management building blocks. What is change management?.

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Change management

Change Management

Igal Kaptsan

Research Director

Applied Research, Bentley Systems


Topics

Topics

  • What is change management?

  • Infrastructure Project Challenges

  • Tie Design Phase to Project Lifecycle

  • Change Management building blocks


What is change management

What is change management?

Change Management is about detecting changes and initiating appropriate responses to them.


Change management

Infrastructure Project Challenges

  • Project teams include many participants from multiple companies from any part of the world with varying project delivery methods and contractual relationships

  • Each project has a unique and transient supply chain that comes together quickly, exists for a few years and the dissolves at the conclusion of the project.

  • Impossible to implement a single “system” for the all the functions of the entire supply chain.

  • Identifying, communicating and measuring the impact of change, which is at the heart of all projects, is problematic.

  • Reusing designs and design projects from past projects is difficult.


Change management

Infrastructure Project Challenges

  • Changes are inevitable in infrastructure projects and are likely to occur from different sources, by various causes, at any stage of a project - and may have considerable impacts

  • There are diffident types of changes:

    • Elective or required

    • Discretionary or non-discretionary

    • Preferential or regulatory

  • This makes it imperative to have in place an effective change management regime in place

    However, it is impossible to effectively manage change if there is no reliable model that captures the dependency between the key project elements


Tie design phase to project lifecycle

Tie Design Phase to Project Lifecycle

Plan

Requirements

Concept

Design /

Implementation

Construction

Verification &

Validation

Operation &

Maintenance

Project Scope

Requirements Capture and Management

Detailed design

Verification and Validation

Design/Construction Variations

Construction Work Packages

Design is not a discrete activity. To achieve a full dependency model all phases need to be linked to each other and be aware of any changes done in any one of them at any point of time.


Change management building blocks

Change Management building blocks

Content

definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow


Change management

Documents

Content extraction & definition

Content definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow

ProjectWise

Document Management


Change management

Behavior links

Behavior links

Behavior links

Testing

Trade-off

study

Analysis

Documents

ProjectWise

Document Management


Change management

Content extraction & definition

Document Management

MS Excel

MS Word

ProjectWise Dependency Service

CAD Model

MS PowerPoint

MS Project

CAD Model


Dependencies viewing authoring

Dependencies viewing & authoring

  • Existing dependencies

    • Reference files

    • Link Sets

    • Sets of Documents

  • Dependency authoring

Content definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow


Existing dependencies viewing

Existing Dependencies Viewing

Root

Link Set

Application driven

Filter

Office Docs

References


Existing dependencies viewing1

Existing Dependencies Viewing

Electrical…

Architecture …

Electrical + Architecture


Existing dependencies viewing2

Impact analysis

Affected by

Affecting

Existing Dependencies Viewing


Dependencies between what

Dependencies between what?

  • Existing dependencies

    • Reference files

    • Link Sets

    • Sets of Documents

  • Dependency authoring

    • Objects

    • Documents

    • Content


Capture apply and assess risk activity management

Capture, Apply and Assess risk - Activity Management


Daily cost monitoring

Daily Cost Monitoring

Labor and equipment costs are estimated at beginning of the project. These estimated costs need to be validated against the actual project tracking document for labor and equipment costs.


Identify monitor changes

Identify & monitor changes

Content definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow


Change management

Identify & monitor changes

Document Management

MS Excel

MS Word

ProjectWise Dependency Service

Content definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow

MS Project

MS PowerPoint

CAD Model

CAD Model


Change management

Identify & monitor changes

Document Management

MS Excel

MS Word

ProjectWise Dependency Service

MS Project

MS PowerPoint

CAD Model

CAD Model


Change management

Identify & monitor changes

Document Management

MS Excel

MS Word

ProjectWise Dependency Service

MS Project

MS PowerPoint

CAD Model

CAD Model


Use cases

Use Cases

Don’t approve a change without an Impact Analysis report…

  • Shorten the approvals cycle,

    Document and Component dependencies

  • Compliance assurance

    Requirements management

  • Capture, Apply and Assess risk

    Activity Management

  • Take control of your IP and reuse it

    Templates

  • Monitor engineering process

    Dash Board

  • Records and evidence of your business process

    Audit Trail


Rules driven notifications

Rules driven Notifications

  • Changes are examined against a list of Rules, and if they pass…

    • Notify interested parties

    • Initiate a business workflow

    • Trigger a batch operation

    • Any combination of the above

Content definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow


Windows workflow foundation

Windows Workflow Foundation

  • Sequential Workflow

    • Typically Flow Chart based, progresses from one stage to next and does not step back)

  • State Machine Workflow

    • Progress from 'State' to 'State', these workflows are more complex and return to a previous point if required

  • Rules-driven Workflow

    • Implemented based on Sequential workflow. The rules dictate the progress of the workflow

Content definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow


What is available today

What is available today?

Content

definition

& extraction

Dependency

viewing

& authoring

Identify

& coordinate

changes

Rules driven

Notifications

Actions &

Workflow

Get it now!


2010 roll out

2010 Roll-out

User Workshops

  • 5 – 10 users, regional - 1/2 day

  • On-site - information model creation – 3 day

    Pilot projects

Live Zone


Change management

Thank you

[email protected]


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