EdgeBuilder : Overview


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EdgeBuilder : Overview

  1. 1. EdgeBuilder is a fully integrated management system that incorporates common project control processes into the project team’s daily work. The EdgeBuilder ® Project Control System
  2. 2. By automating the logging, reporting, filing, and financial control functions, EdgeBuilder lets the project team focus on high value work. The EdgeBuilder ® Project Control System Review Respond
  3. 3. <ul><li>Consistent project execution - best practices baked in </li></ul><ul><li>Logs are automatically maintained - focus on project, not paperwork </li></ul><ul><li>Source documents embedded - simplifies document control </li></ul><ul><li>Online or offline project access - accessible anywhere, anytime </li></ul><ul><li>Tamper proof, searchable records - Simple to archive and audit </li></ul><ul><li>Full service delivery model - consulting, support, IT operations </li></ul>Advantages of the EdgeBuilder ® System
  4. 4. EdgeBuilder <ul><li>EdgeBuilder incorporates the following core components: </li></ul><ul><li>Communication control </li></ul><ul><li>Document control </li></ul><ul><li>Cost and procurement control </li></ul><ul><li>Automation of common processes and workflows </li></ul><ul><li>Project milestones and action items </li></ul><ul><li>QA/QC </li></ul><ul><li>Integration with legacy systems </li></ul>
  5. 5. EdgeBuilder – Benefits <ul><li>Integrated management system – corporate standard </li></ul><ul><li>Consistent project execution improves productivity, lowers risk </li></ul><ul><li>Automated project administration </li></ul><ul><li>Legally defensible project records </li></ul><ul><li>Improved client service </li></ul><ul><li>Streamlined interaction with project team </li></ul>
  6. 6. EdgeBuilder Modules Document Control, Review, Archive Internal Project Portal & Reporting Procurement Controls Budget and Cost Control Project Administration Workflows Project Collaboration Portal
  7. 7. Automated management reports measure performance
  8. 8. Exceptions are flagged and notified to designated groups
  9. 9. Document Control, Review, Archive <ul><li>Correspondence Control </li></ul><ul><li>Manage Incoming Documents </li></ul><ul><li>Contract Documents </li></ul><ul><li>Design Documents and Specifications </li></ul><ul><li>Project Issues and Meetings </li></ul><ul><li>Photo Management </li></ul>
  10. 10. Internal Project Portal <ul><li>EdgeBuilder project information rolls up to a corporate portal, enabling seamless interaction between project teams and corporate departments </li></ul><ul><li>Rollup databases allow centralized control over key functions such as Vendor controls, Procurement, or HR </li></ul><ul><li>Automated reports identify exceptions </li></ul><ul><li>Historical reports are captured as PDF documents </li></ul>
  11. 11. Project Financials <ul><li>EdgeBuilder can track the original project budget, contingencies, transfers, commitments, changes, and variances. </li></ul><ul><li>Processes such as contracts, purchase orders, change requests and change orders are dynamically linked to budget detail lines, allowing real time reporting. </li></ul><ul><li>Flexible organization of project budget and cost centers </li></ul><ul><li>Roll up multiple subproject budgets </li></ul><ul><li>Budgets and cost centers are linked to contracts and changes </li></ul><ul><li>Online pay applications linked to contract commitments </li></ul>
  12. 12. Procurement Controls <ul><li>EdgeBuilder’s procurement controls processes provide a high level of management oversight and controls without impacting project execution and productivity. </li></ul><ul><li>Central subcontractor and vendor prequalification and ratings, integrated with the contract award process </li></ul><ul><li>Standard contract templates, schedules, terms and conditions </li></ul><ul><li>Pre-award checklists </li></ul><ul><li>Contract review and approvals with workflow rules </li></ul><ul><li>Generation of contract documents </li></ul><ul><li>Automated processes for contract issuance and administration </li></ul>
  13. 13. Standard Templates, Terms & Conditions Library of Scope Language Contract Admin Requirements Approved Vendors & Ratings CORPORATE CONTROLS Contract Requisitions Pre-award Checklists PROJECT LEVEL ACTIVITIES Online Tendering Bid Analysis and Leveling CORPORATE LEVEL ACTIVITIES Contract Approvals Contract Document Generation and Distribution Contract Administration Records Retention Procurement Controls – Modules
  14. 14. Change Requests and Change Orders <ul><li>Manage internal and external change requests </li></ul><ul><li>RFQ process for soliciting quotes for contracted scopes of work </li></ul><ul><li>Track self performed and internal cost items </li></ul><ul><li>Consolidate cost items into summary document for owner approval </li></ul><ul><li>Allocate impact to cost centers and project budget </li></ul><ul><li>Roll up multiple change requests into one change order </li></ul><ul><li>Ball in Court tracking of entire process, including RFQ negotiations </li></ul><ul><li>Change status reports exported to MS Excel template </li></ul>
  15. 15. Quality Assurance/Quality Control <ul><li>EdgeBuilder’s QA/QC module tracks multiple compliance, inspection, and quality assurance programs. Reports from each program are recorded and non-conforming items tracked. </li></ul><ul><li>Features include: </li></ul><ul><li>Items can include embedded images and files. </li></ul><ul><li>Customizable review workflows for each QA/QC program. </li></ul><ul><li>Ball in Court tracking of non-conforming items across all programs. Roll-up lists of assigned items delivered to each project participant, with automated reminder notifications. </li></ul><ul><li>Offline capability allows inspectors to work on tablet PCs and PDS for use in the field. </li></ul>
  16. 16. Schedule Milestone Tracking <ul><li>Schedules can be uploaded and distributed by EdgeBuilder. </li></ul><ul><li>Milestone Tracking module tracks performance against key dates. </li></ul><ul><li>Embedded schedules cannot be altered. </li></ul><ul><li>Milestone reports can be used to track key dates. </li></ul><ul><li>Milestone report authors are automatically notified of update requirements. </li></ul><ul><li>Notifications are automatically sent to predetermined groups when slippage occurs. </li></ul><ul><li>Distributed reports are converted to PDF and archived in the EdgeBuilder project database. </li></ul>
  17. 17. RFI’s and Site Instructions <ul><li>RFI’s can be originated by fax, by e-mail, or on the web portal </li></ul><ul><li>Multiple file attachments can be included at each step of workflow </li></ul><ul><li>Detailed comment and approval processes </li></ul><ul><li>Ball in Court tracking of RFI status </li></ul><ul><li>RFI log automatically generated </li></ul><ul><li>RFI log can be exported to MS Excel with one button </li></ul>
  18. 18. Submittal Tracking <ul><li>Track submittals, including shop drawings, samples, warranty documents, and O&M manuals, from planning stage through contractor requests, to submittal comments and approvals </li></ul><ul><li>Automatically generate transmittals at every step in the workflow </li></ul><ul><li>Accommodates paper submittals or attached electronic submittals </li></ul><ul><li>Ball in Court tracking of entire process </li></ul><ul><li>Submittal status reports can be exported to MS Excel template </li></ul>
  19. 19. Field Reports <ul><li>Simple wizard for easy creation of daily field reports </li></ul><ul><li>Field reports track labor, materials, and site activity </li></ul><ul><li>Completed reports can be left in Draft and locked down when information is verified. Finalized reports cannot be altered. </li></ul><ul><li>Consolidated reporting by contractor for easy audit </li></ul><ul><li>Labor time cards linked to project financials </li></ul>
  20. 20. Rollup Modules <ul><li>EdgeBuilder can be extended to support multiple projects, a multi-project program, or the whole enterprise. Rollup modules centralize access to back office functions and databases. Rollup modules include: </li></ul><ul><li>Vendor management </li></ul><ul><li>Field Purchase Orders and invoice imaging </li></ul><ul><li>Cost center and budget consolidation </li></ul><ul><li>Standard document libraries </li></ul><ul><li>Bid solicitation and electronic plans room </li></ul>
  21. 21. Collaboration Portal <ul><li>External project participants can collaborate with EdgeBuilder products over the Econstruction.com web portal using the EdgeConnect interface. </li></ul><ul><li>Secure, single login access to multiple projects </li></ul><ul><li>Documents submitted through EdgeConnect are copied to the participant’s online folder as a PDF, giving visitors their own project records </li></ul><ul><li>Access control can be restricted by module, by form, by field, by company, or by person </li></ul><ul><li>External visitors see only those documents they’ve been given access to by the project team </li></ul>
  22. 23. Easily manage all incoming and outgoing communication Integrate project information with back office financial systems Connect with business partners EdgeBuilder goes beyond document management to help connect the project office to the back office and to external project partners.
  23. 24. EdgeBuilder – Simplifies Communication Today’s projects involve more parties and generate more documents than ever. The proliferation of email has added to the problem of information overload. EdgeBuilder provides a common place to generate, receive, and organize all correspondence. By acting as a communication hub for the project, EdgeBuilder eliminates the chaos and risk of storing documents in various email accounts, piles of faxes, and paper. Beyond simply saving time, EdgeBuilder can validate document delivery, ensure document integrity, and help share and protect project documents.
  24. 25. <ul><li>Financial information from multiple projects are consolidated into the Cost Reporting Database for rollup reporting </li></ul><ul><li>Budget and cost center details can be exported to a preformatted MS Excel spreadsheet </li></ul><ul><li>Data can be integrated with back office financial systems using ODBC, XML, Web Services or common middleware tools </li></ul>Integration with financial systems .
  25. 26. Connect with business partners Online collaboration can save time and improve efficiency but it does present some new challenges. Often each party has a need to control its own information, especially when the project management system is integrated with their back office financials. Companies don’t typically share their accounting systems and they’re becoming increasingly reluctant to share their management systems. Maintaining separate databases increases the workload for everyone involved in the project, leaving users wondering what happened to the promised savings in time and effort. EdgeBuilder allows separate project databases to be dynamically linked to allow selected information to be passed from one database to the other. This gives each party full ownership and control of their workspace and a complete archive of their documents.
  26. 27. <ul><li>Here are some benefits to this approach: </li></ul><ul><li>Each company can set up their project database to better suit their unique requirements </li></ul><ul><li>Documents delivered from one database are automatically logged to the other database </li></ul><ul><li>Cross enterprise workflows and Ball In Court tracking are also connected </li></ul><ul><li>Simplified archival, access control, and audit capability </li></ul><ul><li>The following example demonstrates a Contractor’s EdgeBuilder project database connected to a CM’s project database: </li></ul>Connect with business partners