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INDUSTRY WORKFLOW |
PRE-CONTRACT STAGE = Invitation to bid (ITB)
Drawings
Takeoff (requires product data and custom formulas, option to use Bluebeam Revu)
Labor budget (requires departments and wage scales)
Materials budget (requires materials data)
Estimate (Data Entry Thought Process)
CONTRACT STAGE = Continues until closeout
Project management
Request for information (RFI)
Transmittals
Change orders
Invoicing (requires integration with accounting software)
Budget vs Actual reports
PRE-PRODUCTION PHASE =
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Design and specify products: (requires integration with engineering software)
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Schedule work: Project schedule (requires employee data)
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Request materials: Materials Request (MR) (requires materials data)
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Order materials: Purchase Order (PO) (requires integration with accounting software)
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PRODUCTION PHASE =
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Release jobs: Work Order (WO)
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Release shop drawings:
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Release materials: Pick Ticket
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Track progress: Timeline, Reports, Dashboard
COMPLETION =
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Shipping: Manifest
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Installation:
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IMPLEMENTATION PROCESS |
Establish relationship
Manage expectations
Training Map
Manage project
Manage change
Discover: organization, processes, data structure
Migrate / populate data
Estimating data - product lines
Configure
Estimating formulas
Customize
Custom reports
Dashboards
Integrate
Train (see above)
Status colour Yellow title On-site Go live
Status colour Yellow title On-Site Support
Final review
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IMPLEMENTATION MILESTONES |
Analysis
Installation
Data migration
Configuration
Customization (if applicable)
Integration (if applicable)
User training (relevant modules, staged)
Go live (relevant modules, staged)