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AVEVA WORLD NORTH AMERICA USER MEETING 2017
This presentation provides an overview of AVEVA’s contract management solution, ProCon, a
contract risk-management solution that helps owner operators manage contractors to ensure on
time and on budget delivery for capital projects.
Presented by: Jack Leahey – AVEVA
Discover how AVEVA can transform your business today
www.aveva.com
NORTH AMERICA USER MEETING 2017
TIME
AVEVA ProCon Overview
Jack Leahey VP Global ProCon Sales
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
This presentation may include predictions, estimates, intentions,
beliefs and other statements that are or may be construed as
being forward-looking. While these forward-looking statements
represent our current judgment on what the future holds, they
are subject to risks and uncertainties that could result in actual
outcomes differing materially from those projected in these
statements. No statement contained herein constitutes a
commitment by AVEVA to perform any particular action or to
deliver any particular product or product features. Readers are
cautioned not to place undue reliance on these forward-looking
statements, which reflect our opinions only as of the date of this
presentation. The Company shall not be obliged to disclose any
revision to these forward-looking statements to reflect events or
circumstances occurring after the date on which they are made
or to reflect the occurrence of future events.
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
Contents
 The Business Case for “CLM” Contract lifecycle Management
 ProCon from the Owner Operator Point of View
 ProCon from the Contractor Point of View
 ProCon Pre-Award
 ProCon Post-Award
 ProCon Analytics
 Customer Quotations
AVEVA WORLD NORTH AMERICA USER MEETING 2017
Introduction to ProCon
Copyright © AVEVA 2016 All rights reserved. 5
ProCon
SUB-CONTRACTORS
CONTRACTORS
CONTRACT
PROFESSIONALS
PROJECT
PROFESSIONALS
STAKEHOLDERS BUSINESS
IMPROVEMENT &
GOVERNANCE
The Business
Challenge
“Poor Contract Management Costs Companies 14% - Bottom
Line”.
- Tim Cummins, CEO of the International Association for Contract &
Commercial Management (IACCM), and 8over8 Partner
Source: https://www2.iaccm.com/resources/?id=6845
Introduction to ProCon for Owners
Copyright © AVEVA 2016 All rights reserved. 6
Contractor
Qualification &
Pre-Qualification
Contracting
Plan/Strategy &
Tender Approvals
Tender
Preparation
(RFx/ITT)
Tendering Period
(RFx / ITT)
Technical
Evaluation
Commercial
Evaluation &
Award
Recommendation
Contract
Preparation
and Award
Manage
Contract
Initiation
Manage
Formal
Instructions
Manage
Closeout
Manage
Performance /
Risk
Manage
Variations /
Payment
Contracting Lifecycle Management
ProCon Pre-Award
• Potential Contractor Registration of Interest, Pre-Qualification
• Contract and Tender Planning
• Preparation of Tender packages/documents
• Management of Document reviews
• Preparation of Bid/shortlists
• Online Tender Management – Issue RFx / ITT’s and Receiving submissions
• Tender and Bid clarifications, bulletins & Addendums
• Awarding Contracts
ProCon Post Award
• Contract and Communication Register
• Contract Team Management
• Contract Tasks, Alerts , Events, Calendar and
Obligations
• Setup and Manage internal Contract
workflow ad External Correspondence
• Track internal and External Approvals and
variations
• Variation / Amendment Management and
Risked financial forecasts
ProCon Analytics
• Pre-Award and Post-Award dashboards containing CLM KPI’s that can have multiple layer drill down capabilities, custom reporting, and self service analytics
CONTRACT
PROFESSIONALS
PROJECT PROFESSIONALS STAKEHOLDE
RS
BUSINESS & GOVERNANCE
Introduction to ProCon for Contractors
Copyright © AVEVA 2016 All rights reserved. 7
Contractor Qualification & Pre-Qualification Tendering & RFI Reponses Contract Award
Formal
Communications
Channel
Reponses to all
Owner Queries
Submit
Variations
requests &
AFP’s
Contracting Lifecycle Management
ProCon Pre-Award for Contractors
• Contractor Registration and all Pre-Qualification information submitted
• Formal Qualification and interest in bidding communications
• Tender clarification questions and responses
• Submittal of RFI’s and Tender Packages
• Any responses needed for Owner questions from Document reviews
• Short Listed Communication
• Formal Negotiations
• Contract Awarded or Communication of Loss
ProCon Post Award for Contractors
• Secure and auditable Communication
Register
• All submittals to owners
• All changes requests, technical and
commercial
• Owners and contractors both have access to
all communications
• Submit all applications for payment
• Receive Contract Closeout Punch list /
Certificate
CONTRACTORS CONTRACTORS
Introduction to ProCon :
Pre-Award for Owners
Copyright © AVEVA 2016 All rights reserved. 8
Competitive Bidding Sole Source Fast-Track Award Operational
(Low Value)
Contracting Plan and
Tender Approvals
Tender Preparation
(RFx/ITT)
Tendering Period
(RFx/ITT)
Tendering Evaluation
Commercial
Evaluation and Award
Recommendation
Contract Preparation
and Award
Contracting Plan and
Tender Approvals
Tender Preparation
(RFx/ITT)
Tendering Period
(RFx/ITT)
Tendering Evaluation
Commercial
Evaluation and Award
Recommendation
Contract Preparation
and Award
Record Tender Process
Documents & Award Contract
Operational
(Low Value)
Example : steps for “Competitive
Bidding” process designed and
configured in ProCon.
NOTE!
ProCon Pre-Award processes can
be maintained, updated and
tailored (as required) by
nominated ProCon
Administrators.
Pre-Award Processes :
ProCon will come with Pre-
designed and configured Pre-
Award processes.
Introduction to ProCon :
Post Award for Owners
Copyright © AVEVA 2016 All rights reserved. 9
2. Post Award Contract
Communications Templates: Pre-
designed and configured in
ProCon.
1. Separate ProCon portals for
Company and
Suppliers/Contractors.
Introduction to ProCon :
Post Award for Owners
Copyright © AVEVA 2016 All rights reserved. 10
Manage Communications/Instructions
CFC Correspondence from COMPANY
CTC Correspondence to COMPANY
INT Internal Correspondence
RPT-IN Reports (By Contractor)
RPT-OUT Reports (By Company)
MoM-IN Minutes of Meeting (By Contractor)
MoM-OUT Minutes of Meeting (By Company)
SI Site Instruction
TQ Technical Query
TR Technical Response
RFA Request for Authorisation
RqC Request for Certificate
Manage Payment
MCC Milestone Completion Certificate
AFP Application for Payment
PC Payment Certificate
INV Invoice
Manage Closeout
HOC Handover Certificate
PUN Punchlist
DEF Defect Correction Notice
FAS Final Account Statement
PCC Partial Completion Certificate
FCC Final Completion Certificate
CCC Contract Closeout Certificate
Manage Change
AMD Contract Amendment
VR Variation Request
VRC Variation Request Contractor
VO Variation Order
DCN Design Change Notice
TDR Technical Deviation Request
PCI Potential Change Item
Manage Claims/Disputes
CCL Claim (By Company)
CLM Claim (By Contractor)
CLI Insurance Claim
Post Award Communication
Templates : ProCon will come with
pre-designed and configured Post
Award Contract communication
templates.
Example : Each Communication
template has its own separate
process designed and configured
in ProCon – e.g. “CFC”
Introduction to ProCon :
Analytics for Owners
Copyright © AVEVA 2016 All rights reserved. 11
• ProCon Analytics provides an opportunity to
predict and monitor the commercial outcome
of contracts
• Commercial improvements can be achieved
by leveraging analytics to:
• Provide Early Warning Indicators of risk
• Predict and improve the management of
potential variations and claims
• Monitor Compliance
• Transform end to end contracting
effectiveness
ERP
Document Management
Engineering
ProCon
• Contract Change Orders
• Governance and standards
• Enhanced contract
performance
• Contractor relationship
management
• Claims defence – risk mitigation
• Business analytics – enhanced
decision making
• Tendering and contract
portfolio planning
ProCon Integration
Project Controls
Supply Chain /
Procurement
Engineering
Management
Facilities
Management
Contractors
Document
Management
Project Control / Cost Management
Desktop
Copyright © AVEVA 2016 All rights reserved.
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
What our
clients are saying
“We’ll be using ProCon
more and more. We deploy
it on our 16 largest projects
but there’s scope to extend
it further. The Prelude
deployment of ProCon has
been a pathfinder for Shell
and is the benchmark for
other Shell projects to work
against.”
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
What our
clients are saying
“ProCon’s transparency
gives you the big picture
and the close-up view
of every detail into project-
critical processes and
procedures. ”
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
What our
clients are saying
“It’s important to know
that data can’t be
compromised. With
ProCon all information
is stored securely in one
place – that’s highly
reassuring for an operation
like ours,
collaborating across
diverse locations.”
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
What our
clients are saying
“I am really pleased
with ProCon - all our users
have adopted
it enthusiastically”
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
Conclusion
Contract lifecycle management is an often overlooked or an under appreciated
area of project management. When performed well and integrated into the project
management work processes and systems the bottom line benefit can be from 5%
to 15% savings of the entire project budget!
AVEVA WORLD NORTH AMERICA USER MEETING 2017
TIME
Thank you
NORTH AMERICA USER MEETING 2017
Do you want to discover how AVEVA ProCon can help you manage your
contracts for better project delivery? Click here to contact the team today!
AVEVA WORLD NORTH AMERICA USER MEETING 2017
avevaworld.com
@aveva
/aveva

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Effectively Managing Contracts

  • 1. AVEVA WORLD NORTH AMERICA USER MEETING 2017 This presentation provides an overview of AVEVA’s contract management solution, ProCon, a contract risk-management solution that helps owner operators manage contractors to ensure on time and on budget delivery for capital projects. Presented by: Jack Leahey – AVEVA Discover how AVEVA can transform your business today www.aveva.com
  • 2. NORTH AMERICA USER MEETING 2017 TIME AVEVA ProCon Overview Jack Leahey VP Global ProCon Sales
  • 3. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. This presentation may include predictions, estimates, intentions, beliefs and other statements that are or may be construed as being forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could result in actual outcomes differing materially from those projected in these statements. No statement contained herein constitutes a commitment by AVEVA to perform any particular action or to deliver any particular product or product features. Readers are cautioned not to place undue reliance on these forward-looking statements, which reflect our opinions only as of the date of this presentation. The Company shall not be obliged to disclose any revision to these forward-looking statements to reflect events or circumstances occurring after the date on which they are made or to reflect the occurrence of future events.
  • 4. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. Contents  The Business Case for “CLM” Contract lifecycle Management  ProCon from the Owner Operator Point of View  ProCon from the Contractor Point of View  ProCon Pre-Award  ProCon Post-Award  ProCon Analytics  Customer Quotations AVEVA WORLD NORTH AMERICA USER MEETING 2017
  • 5. Introduction to ProCon Copyright © AVEVA 2016 All rights reserved. 5 ProCon SUB-CONTRACTORS CONTRACTORS CONTRACT PROFESSIONALS PROJECT PROFESSIONALS STAKEHOLDERS BUSINESS IMPROVEMENT & GOVERNANCE The Business Challenge “Poor Contract Management Costs Companies 14% - Bottom Line”. - Tim Cummins, CEO of the International Association for Contract & Commercial Management (IACCM), and 8over8 Partner Source: https://www2.iaccm.com/resources/?id=6845
  • 6. Introduction to ProCon for Owners Copyright © AVEVA 2016 All rights reserved. 6 Contractor Qualification & Pre-Qualification Contracting Plan/Strategy & Tender Approvals Tender Preparation (RFx/ITT) Tendering Period (RFx / ITT) Technical Evaluation Commercial Evaluation & Award Recommendation Contract Preparation and Award Manage Contract Initiation Manage Formal Instructions Manage Closeout Manage Performance / Risk Manage Variations / Payment Contracting Lifecycle Management ProCon Pre-Award • Potential Contractor Registration of Interest, Pre-Qualification • Contract and Tender Planning • Preparation of Tender packages/documents • Management of Document reviews • Preparation of Bid/shortlists • Online Tender Management – Issue RFx / ITT’s and Receiving submissions • Tender and Bid clarifications, bulletins & Addendums • Awarding Contracts ProCon Post Award • Contract and Communication Register • Contract Team Management • Contract Tasks, Alerts , Events, Calendar and Obligations • Setup and Manage internal Contract workflow ad External Correspondence • Track internal and External Approvals and variations • Variation / Amendment Management and Risked financial forecasts ProCon Analytics • Pre-Award and Post-Award dashboards containing CLM KPI’s that can have multiple layer drill down capabilities, custom reporting, and self service analytics CONTRACT PROFESSIONALS PROJECT PROFESSIONALS STAKEHOLDE RS BUSINESS & GOVERNANCE
  • 7. Introduction to ProCon for Contractors Copyright © AVEVA 2016 All rights reserved. 7 Contractor Qualification & Pre-Qualification Tendering & RFI Reponses Contract Award Formal Communications Channel Reponses to all Owner Queries Submit Variations requests & AFP’s Contracting Lifecycle Management ProCon Pre-Award for Contractors • Contractor Registration and all Pre-Qualification information submitted • Formal Qualification and interest in bidding communications • Tender clarification questions and responses • Submittal of RFI’s and Tender Packages • Any responses needed for Owner questions from Document reviews • Short Listed Communication • Formal Negotiations • Contract Awarded or Communication of Loss ProCon Post Award for Contractors • Secure and auditable Communication Register • All submittals to owners • All changes requests, technical and commercial • Owners and contractors both have access to all communications • Submit all applications for payment • Receive Contract Closeout Punch list / Certificate CONTRACTORS CONTRACTORS
  • 8. Introduction to ProCon : Pre-Award for Owners Copyright © AVEVA 2016 All rights reserved. 8 Competitive Bidding Sole Source Fast-Track Award Operational (Low Value) Contracting Plan and Tender Approvals Tender Preparation (RFx/ITT) Tendering Period (RFx/ITT) Tendering Evaluation Commercial Evaluation and Award Recommendation Contract Preparation and Award Contracting Plan and Tender Approvals Tender Preparation (RFx/ITT) Tendering Period (RFx/ITT) Tendering Evaluation Commercial Evaluation and Award Recommendation Contract Preparation and Award Record Tender Process Documents & Award Contract Operational (Low Value) Example : steps for “Competitive Bidding” process designed and configured in ProCon. NOTE! ProCon Pre-Award processes can be maintained, updated and tailored (as required) by nominated ProCon Administrators. Pre-Award Processes : ProCon will come with Pre- designed and configured Pre- Award processes.
  • 9. Introduction to ProCon : Post Award for Owners Copyright © AVEVA 2016 All rights reserved. 9 2. Post Award Contract Communications Templates: Pre- designed and configured in ProCon. 1. Separate ProCon portals for Company and Suppliers/Contractors.
  • 10. Introduction to ProCon : Post Award for Owners Copyright © AVEVA 2016 All rights reserved. 10 Manage Communications/Instructions CFC Correspondence from COMPANY CTC Correspondence to COMPANY INT Internal Correspondence RPT-IN Reports (By Contractor) RPT-OUT Reports (By Company) MoM-IN Minutes of Meeting (By Contractor) MoM-OUT Minutes of Meeting (By Company) SI Site Instruction TQ Technical Query TR Technical Response RFA Request for Authorisation RqC Request for Certificate Manage Payment MCC Milestone Completion Certificate AFP Application for Payment PC Payment Certificate INV Invoice Manage Closeout HOC Handover Certificate PUN Punchlist DEF Defect Correction Notice FAS Final Account Statement PCC Partial Completion Certificate FCC Final Completion Certificate CCC Contract Closeout Certificate Manage Change AMD Contract Amendment VR Variation Request VRC Variation Request Contractor VO Variation Order DCN Design Change Notice TDR Technical Deviation Request PCI Potential Change Item Manage Claims/Disputes CCL Claim (By Company) CLM Claim (By Contractor) CLI Insurance Claim Post Award Communication Templates : ProCon will come with pre-designed and configured Post Award Contract communication templates. Example : Each Communication template has its own separate process designed and configured in ProCon – e.g. “CFC”
  • 11. Introduction to ProCon : Analytics for Owners Copyright © AVEVA 2016 All rights reserved. 11 • ProCon Analytics provides an opportunity to predict and monitor the commercial outcome of contracts • Commercial improvements can be achieved by leveraging analytics to: • Provide Early Warning Indicators of risk • Predict and improve the management of potential variations and claims • Monitor Compliance • Transform end to end contracting effectiveness
  • 12. ERP Document Management Engineering ProCon • Contract Change Orders • Governance and standards • Enhanced contract performance • Contractor relationship management • Claims defence – risk mitigation • Business analytics – enhanced decision making • Tendering and contract portfolio planning ProCon Integration Project Controls Supply Chain / Procurement Engineering Management Facilities Management Contractors Document Management Project Control / Cost Management Desktop Copyright © AVEVA 2016 All rights reserved.
  • 13. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. What our clients are saying “We’ll be using ProCon more and more. We deploy it on our 16 largest projects but there’s scope to extend it further. The Prelude deployment of ProCon has been a pathfinder for Shell and is the benchmark for other Shell projects to work against.”
  • 14. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. What our clients are saying “ProCon’s transparency gives you the big picture and the close-up view of every detail into project- critical processes and procedures. ”
  • 15. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. What our clients are saying “It’s important to know that data can’t be compromised. With ProCon all information is stored securely in one place – that’s highly reassuring for an operation like ours, collaborating across diverse locations.”
  • 16. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. What our clients are saying “I am really pleased with ProCon - all our users have adopted it enthusiastically”
  • 17. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved. Conclusion Contract lifecycle management is an often overlooked or an under appreciated area of project management. When performed well and integrated into the project management work processes and systems the bottom line benefit can be from 5% to 15% savings of the entire project budget! AVEVA WORLD NORTH AMERICA USER MEETING 2017
  • 18. TIME Thank you NORTH AMERICA USER MEETING 2017
  • 19. Do you want to discover how AVEVA ProCon can help you manage your contracts for better project delivery? Click here to contact the team today! AVEVA WORLD NORTH AMERICA USER MEETING 2017 avevaworld.com @aveva /aveva