This document outlines the key steps and processes involved in project and production management. It includes receiving customer inquiries, preparing quotations, receiving orders, engineering input, production, project reviews, risk assessments, installation and commissioning, change management, quality control, cost control, procurement, customer acceptance, documentation, and closing projects. Key responsibilities and outputs are defined for each step. The overall process aims to deliver successful projects from initial customer contact through to final handover and closure.
Building Commissioning, Ongoing Commissioning and quality management using BACSLeonardo ENERGY
Building regulations on energy efficiency and the new technologies result in increasingly complex technical building systems (TBS). This causes quality risks and requires new approaches ensuring operational building performances. The risks are related to all stages of the building: pre-design, design, construction and operations. Quality management (QM), standardised technical monitoring (TM) and the Commissioning Process (Cx) are key in this context.
Building Automation and Controls Systems (BACS) have a special role in delivering building performance. They enable efficient operation and can provide data for quality management services. Due to the technical and organisational complexity of building projects it is important to define a standardised process to effectively carry out assessment services relying on BACS.
The webinar introduces the concept of Technical Monitoring and Commissioning Process as means of quality management, and presents digital tools and regulatory good practices developed with help of the EU-funded QUANTUM project.
Building Commissioning, Ongoing Commissioning and quality management using BACSLeonardo ENERGY
Building regulations on energy efficiency and the new technologies result in increasingly complex technical building systems (TBS). This causes quality risks and requires new approaches ensuring operational building performances. The risks are related to all stages of the building: pre-design, design, construction and operations. Quality management (QM), standardised technical monitoring (TM) and the Commissioning Process (Cx) are key in this context.
Building Automation and Controls Systems (BACS) have a special role in delivering building performance. They enable efficient operation and can provide data for quality management services. Due to the technical and organisational complexity of building projects it is important to define a standardised process to effectively carry out assessment services relying on BACS.
The webinar introduces the concept of Technical Monitoring and Commissioning Process as means of quality management, and presents digital tools and regulatory good practices developed with help of the EU-funded QUANTUM project.
CJM Construction Consulting is a unique global construction management and consulting firm that performs construction management, project estimating, energy efficiency & sustainability consulting, disaster recovery, contractor/supplier vetting, and facility condition assessment for a variety of high-profile clients. We perform general construction and high voltage project estimating and quantity take-off for construction projects and clients all over the globe.
Presentation construction management profilesPriyankaKale53
In this presentation the different profiles included in construction projects are given, what are the required skills, knowledge to handle certain projects are explained
Many projects experience failures that result in poor project delivery performance or process capacity/reliability degradations after commissioning
Many studies have shown that 60% to 95% of equipment life cycle costs (TLCC) are a result of decisions made (in CAPEX) prior to handover/start-up and transfer to owners (maintenance or operations) in OPEX
Wouldn’t it make common sense to manage the risk of CAPEX project failures in advance and address equipment life cycle decisions in (CAPEX) rather than after commission handover phase (OPEX)?
Shouldn't owners "invest" in project success "insurance" to help ensure that these multi-billion dollar projects are delivered as they were intended?
Senior Project and Engineering Leader Jim Smith.pdfJim Smith
I am a Project and Engineering Leader with extensive experience as a Business Operations Leader, Technical Project Manager, Engineering Manager and Operations Experience for Domestic and International companies such as Electrolux, Carrier, and Deutz. I have developed new products using Stage Gate development/MS Project/JIRA, for the pro-duction of Medical Equipment, Large Commercial Refrigeration Systems, Appliances, HVAC, and Diesel engines.
My experience includes:
Managed customized engineered refrigeration system projects with high voltage power panels from quote to ship, coordinating actions between electrical engineering, mechanical design and application engineering, purchasing, production, test, quality assurance and field installation. Managed projects $25k to $1M per project; 4-8 per month. (Hussmann refrigeration)
Successfully developed the $15-20M yearly corporate capital strategy for manufacturing, with the Executive Team and key stakeholders. Created project scope and specifications, business case, ROI, managed project plans with key personnel for nine consumer product manufacturing and distribution sites; to support the company’s strategic sales plan.
Over 15 years of experience managing and developing cost improvement projects with key Stakeholders, site Manufacturing Engineers, Mechanical Engineers, Maintenance, and facility support personnel to optimize pro-duction operations, safety, EHS, and new product development. (BioLab, Deutz, Caire)
Experience working as a Technical Manager developing new products with chemical engineers and packaging engineers to enhance and reduce the cost of retail products. I have led the activities of multiple engineering groups with diverse backgrounds.
Great experience managing the product development of products which utilize complex electrical controls, high voltage power panels, product testing, and commissioning.
Created project scope, business case, ROI for multiple capital projects to support electrotechnical assembly and CPG goods. Identified project cost, risk, success criteria, and performed equipment qualifications. (Carrier, Electrolux, Biolab, Price, Hussmann)
Created detailed projects plans using MS Project, Gant charts in excel, and updated new product development in Jira for stakeholders and project team members including critical path.
Great knowledge of ISO9001, NFPA, OSHA regulations.
User level knowledge of MRP/SAP, MS Project, Powerpoint, Visio, Mastercontrol, JIRA, Power BI and Tableau.
I appreciate your consideration, and look forward to discussing this role with you, and how I can lead your company’s growth and profitability. I can be contacted via LinkedIn via phone or E Mail.
Jim Smith
678-993-7195
jimsmith30024@gmail.com
The case study discusses the potential of drone delivery and the challenges that need to be addressed before it becomes widespread.
Key takeaways:
Drone delivery is in its early stages: Amazon's trial in the UK demonstrates the potential for faster deliveries, but it's still limited by regulations and technology.
Regulations are a major hurdle: Safety concerns around drone collisions with airplanes and people have led to restrictions on flight height and location.
Other challenges exist: Who will use drone delivery the most? Is it cost-effective compared to traditional delivery trucks?
Discussion questions:
Managerial challenges: Integrating drones requires planning for new infrastructure, training staff, and navigating regulations. There are also marketing and recruitment considerations specific to this technology.
External forces vary by country: Regulations, consumer acceptance, and infrastructure all differ between countries.
Demographics matter: Younger generations might be more receptive to drone delivery, while older populations might have concerns.
Stakeholders for Amazon: Customers, regulators, aviation authorities, and competitors are all stakeholders. Regulators likely hold the greatest influence as they determine the feasibility of drone delivery.
Employment PracticesRegulation and Multinational CorporationsRoopaTemkar
Employment PracticesRegulation and Multinational Corporations
Strategic decision making within MNCs constrained or determined by the implementation of laws and codes of practice and by pressure from political actors. Managers in MNCs have to make choices that are shaped by gvmt. intervention and the local economy.
Org Design is a core skill to be mastered by management for any successful org change.
Org Topologies™ in its essence is a two-dimensional space with 16 distinctive boxes - atomic organizational archetypes. That space helps you to plot your current operating model by positioning individuals, departments, and teams on the map. This will give a profound understanding of the performance of your value-creating organizational ecosystem.
Comparing Stability and Sustainability in Agile SystemsRob Healy
Copy of the presentation given at XP2024 based on a research paper.
In this paper we explain wat overwork is and the physical and mental health risks associated with it.
We then explore how overwork relates to system stability and inventory.
Finally there is a call to action for Team Leads / Scrum Masters / Managers to measure and monitor excess work for individual teams.
Specific ServPoints should be tailored for restaurants in all food service segments. Your ServPoints should be the centerpiece of brand delivery training (guest service) and align with your brand position and marketing initiatives, especially in high-labor-cost conditions.
408-784-7371
Foodservice Consulting + Design
Integrity in leadership builds trust by ensuring consistency between words an...Ram V Chary
Integrity in leadership builds trust by ensuring consistency between words and actions, making leaders reliable and credible. It also ensures ethical decision-making, which fosters a positive organizational culture and promotes long-term success. #RamVChary
Enriching engagement with ethical review processesstrikingabalance
New ethics review processes at the University of Bath. Presented at the 8th World Conference on Research Integrity by Filipa Vance, Head of Research Governance and Compliance at the University of Bath. June 2024, Athens
Public Speaking Tips to Help You Be A Strong Leader.pdfPinta Partners
In the realm of effective leadership, a multitude of skills come into play, but one stands out as both crucial and challenging: public speaking.
Public speaking transcends mere eloquence; it serves as the medium through which leaders articulate their vision, inspire action, and foster engagement. For leaders, refining public speaking skills is essential, elevating their ability to influence, persuade, and lead with resolute conviction. Here are some key tips to consider: https://joellandau.com/the-public-speaking-tips-to-help-you-be-a-stronger-leader/
The Team Member and Guest Experience - Lead and Take Care of your restaurant team. They are the people closest to and delivering Hospitality to your paying Guests!
Make the call, and we can assist you.
408-784-7371
Foodservice Consulting + Design
2. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Procurement
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control Monthly
Review
Production
Customer
Acceptance
Documentation
Close ProjectA
A
3. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Customer Inquiry
Bid T&C
Tech. Requirement
Info
Required
Commit to
Quotation
Submission Date
Yes
No
Inquiry Review
Clarify with
Customer
Assign and Log
Inquiry Number
Save Inquiry
Documentation
Accept InquiryNo
Inform Customer
Specify Reason
Update Inquiry Log
Inquiry Review
Meeting
Prepare Quotation
Yes
Responsible
Business Development Manager
Departments Involved:
• State Manager
• Design Manager
• Operations Manager
• Project Manager
• Legal Department
• Estimator
Output:
• Inquiry Review Form
• Acceptance letter
4. Responsible:
• Business Development Manager
• Estimator
Departments Involved:
• State Manager
• Design Manager
• Operations Manager
• Project Manager
• Legal Department
Output:
• Technical Proposal
• Pricing Sheet
• Cost & Price Analysis
• Risk Assessment
Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Inquiry Acceptance
Engineering
Scope
Yes
Estimate design
Hours
Prepare Engineering
Technical Proposal
Use Go-by drawings
and Bill Of Materials
No
Estimate Production
Hours
Send RFQ
New Materials
Prepare CPA and
Technical Proposal
Decide on Margin
and Delivery Date
Save all documents
in Inquiry folder
Submit the quote to
the customer
Perform Risk
Assessment
A
A
5. Responsible:
• Project Manager
Output:
• Contract Review
• Internal Minutes of Meeting
• Project Schedule
• Risk Assessment
• Cost Control Report
• Invoicing plan
• First Invoice
• Project Execution Plan
• Customer Minutes of Meeting
• Issue Log
Other Output:
• Project Quality and Safety Plan
• Communication Plan
• Procurement Plan
Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Sales to PM Handover
Contract Review
Review Existing
Procedures and
Lesson Learned
Identify Stakeholders
Set Milestones and
WBS
Prepare Baseline
Schedule
Develop Cost
Control Report
Based on CPA
Develop Quality
and Safety Plan
Hold internal Kick Off
Meeting
Perform Risk
Assessment and
Mitigation plan
B
Set Proper
Communication
Channels
Assign PM
and Site PM
Develop a
Procurement plan
Prepare Invoicing
Plan
Submit first Invoice
Complete the
project Execution
plan
A
Open Sales Order and
Create Project Folder
Kick Off Meeting
With Customer
Log Unresolved
Issues and Submit
minutes of
Meeting
A
B
6. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Prepare Design
Request Form
Design and Technical
Documents Review
More
information
Needed
Yes
Contact Sales and
Customer for
Clarification
Revise Design
Request Form
Receive and
Review Designs
No
Design Match
requirement
Submit comments
to Design Team
No
Issue Design to
Customer for
Approval
Yes
Customer
Approved
Design
No
Yes
Submit Designs to
Engineering
Prepare Engineering
Request Form
Submit Technical
documents and
Approved Designs
More
information
Needed
Provide
Clarification
Revise
Engineering
Request Form
Yes
Receive Materials
Take Off and Bill Off
Materials
Receive
Manufacturing
Drawings
No Responsible:
• National Design Manager
• Engineering Manager
Departments Involved:
• Project Manager
• Operations Manager
• Production Supervisor
Output:
• Approved Design plans
• Manufacturing Drawings
• Bill Of Materials
7. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Add Project Deliverables to
Production Schedule
Receive and Review
Manufacturing Drawings
Comments on
Drawings
Submit Engineering
Change Request
Create Work Order
and Routings
Review Project Technical
Requirement
Release Materials
Requisitions as needed
Update Production
Schedule and report any
delay to PM
Follow the Inspection and
Testing Plan
A
A
Coordinate with Quality for
inspection
Pick parts for Final
Assembly
Review WO variance
Close WO and release
Materials to Warehouse
Responsible:
• Production Supervisor
• Operations Manager
Departments Involved:
• Project Manager
• Engineering
• Quality
Output:
• Approved Sample
• Materials Requisitions
• Assembled Products
• Closed WO reports
8. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Receive Materials
Requisition
Submit RFQs to
Approved Vendors
and Subcontractors
Receive and Review
quotations
Quotes meet
requirements
Send Technical Query
to Engineering
Engineering
Approves TQ
Decide on Vendor
based on best Price
and Delivery
Request for a revised
Quote
Issue Purchase Order
Follow up on Delivery
and update PO if
Needed
Receive materials
as per PO
Review Procurement
Plan
Get Samples Approval
by PM as needed
Meet with Major
Suppliers
A
A Responsible:
• Procurement Manager
• Project Manager
Departments Involved:
• Operations Manager
• Production Supervisor
• Engineering Manager
• Logistics Supervisor
• Warehouse Supervisor
Output:
• Request for Quotes
• Quotes
• Material Sampling
• Purchase Orders
• Suppliers Minutes of Meetings
9. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Invite for Internal
Progress meeting
Review Design Issues
Update design
Release Schedules
Review Drawings
Release Schedule
Review NCR
Review and discuss
new Change orders
Review Suppliers
Deliverables
Discuss Action Plan
for any Delay
Update Production
Schedule
Review and discuss
any variances
Review Schedule and
Critical Path
A
B
Update Issue Log
Hold Customer
Progress Meeting
Review Schedule
with the customer
Update Site
Installation Schedule
Discuss Technical
issues arisen
Submit Minutes of
Meeting
Review Material
Sampling
Submit Progress
Report to the
customer
A
B C
C
Responsible:
• Project Manager
• Site Project Manager
Output:
• Weekly Internal Meeting Minutes
• Updated issue Log
• Updated Project Schedule
• Progress Report
• Customer Meeting Minutes
10. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Review the latest
Risk Assessment
Identify New Risks
Identify Risk Owner
Quantify the risk
Highlight High Risks
Establish
Mitigation Plans
Set Target
Completion Date
Follow up on the
Mitigation plan Until Risk
becomes low
Responsible:
• Project Manager
Departments Involved:
• Operations Manager
• Production Supervisor
• Engineering Manager
• Materials Manager
Output:
• Updated Risk Assessment Form
• Mitigation Plans
11. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Review WO Cost
Report
Highlight Any High
Variance
Identify Reason
Cost can be
adjusted
Yes
Adjust WO Cost
Control Report
No
Update Project Cost
Control Based On
Actual
Invoice Based on the
invoice Plan and
Milestones
Submit Report to
Upper Management
for Approval
Responsible
• Project Manager
Departments Involved:
• Operations Manager
• Materials Manager
• Production Supervisor
• Finance Manager
• Estimator
Output:
• Updated WO Cost Control Report
• Action Items Minutes
• Updated Project Cost Control Report
12. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Receive
Change
Request
Change Affect
Design
Communicate the
Change request and
put task on hold
Review Change
request with
Design team
Estimate Impact on
Cost and Delivery
Submit CO for Customer Approval
Change Affect
Production
Change Affect
Procurment
Change Affect
Installation
Put Hold on
Production and
Procurement
Review the
Change with
Engineering and
Production
Put Hold on
Procurement
Review Change
with
Procurement
and suppliers
Hold on the
installation if
started
Review the
change with
Operation
CO Approved
Revise CO as
per customer
requirement
Update all
Department
Revise affected
Project
Documentation
Revise the
Invoicing Plan and
Cost Control
Report
Responsible:
• Project Manager
Departments Involved:
• Business Development Manager
• State Manager
• Design Manager
• Operations Manager
• Legal Department
• Estimator
Output:
• Approved Change Order
• Revised Project Management Plan
• Revised Invoicing Plan
• Revised Cost Control Report
• Revised Schedule
13. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Prepare Quality Plan
Review Procedures and
Initiate Inspection and
Test Plan
Inspect Incoming
Materials and report
any defect
Perform Dimensional
Inspection
Coordinate with PM on
Customer FAT
Keep Track on
Cost of Quality
Prepare Material
Dispatch
Inspect and Report Work
Done on Site
Issue NCR and log it
Prepare Manufacturing
Record Book
Sign Off the ITP
A
A
Responsible:
• Quality Manager
Departments Involved:
• Design Manager
• Operations Manager
• Project Manager
• Production Supervisor
• Materials Manager
Output:
• Quality Plan
• Inspection and testing Plan
• Non-Conformance Reports
• Cost of Quality Report
• Material Inspection and Dispatch
Form
• Punch List
• Manufacturing Record Book
14. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Review Project
Schedule
Prepare Shipping Plan
and coordinate with
Site Accordingly
Coordinate with
Production on
Materials Readiness
Prepare Detailed
Packing lists and
Shipping Documents
Save all related
Photos and Shipping
Documents on Project
Folder
Ship related Sales
Orders in the system
Responsible:
• Logistics Supervisor
• Project Manager
Departments Involved:
• Operations Manager
• Legal Department
• Finance Manager
• Quality Department
Output:
• Packing lists
• Shipping Documents
• Backup Shipping photos
15. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
I&C Kick-Off Meeting
Dispatch Necessary
resources on site
Receive the materials on
site and inspect it
Follow I&C schedule for
installation
Report any Problem to
Operation and PM
Commission necessary
Equipment
Assist Quality inspectors
in final Inspection
Get Customer approval
before discharging the
team
Responsible:
• Operations Manager
• Site Project Manager
• Quality Manager
• Project Manager
Departments Involved:
• Engineering Manager
• Materials Manager
Output:
• Installation Check List
• Approved Commissioning Procedures
• Signed Off ITP
16. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Create Project Folder
Save all Project Files
Document all
Transmitted Documents
Keep Track on Design
Approvals
Prepare a final
Documentation Package
Save all Commissioning
Documents
Collect all materials
Certifications and
manuals
Submit to Customer as
per CMDL
Prepare Customer Master
Documentation List
Responsible:
• Document Controller
Departments Involved:
• Design & Engineering Manager
• Project Manager
• Quality Manager
• Production Supervisor
• Materials Manager
Output:
• CMDL
• Document Transmittals
• Approved Documents
• Final Documentation Package
17. Receiving Inquiry
Preparing Quotation
Receiving Order
Engineering Input
Production
Project Weekly
Review
Risk Assessment
Monthly Review
Installation and
Commissioning
Change Order
Management
Logistics
Quality Control
Cost Control
Monthly Review
Procurement
Customer
Acceptance
Documentation
Close Project
Fill Project Closure
Form
Review Signed off ITP
File the Customer
Acceptance Form
Submit Final Invoice
Request & Review
Customer Feedback
Release all Resources
Update Lessons
Learned
Handover the Project to
Maintenance Team
Report to Upper
Management Project
Closure Outcome
Review Final Cost
Control Report
Review Suppliers
Performance
A
A
Responsible:
• Project Manager
• Site Project Manager
Departments Involved:
• Operations Manager
• Estimator
• Finance Manager
• After Market Sales Manager
• Quality Manager
Output:
• Approved Customer Acceptance Form
• Final Cost Control Report
• Updated Lessons Learned
• Customer Feedback
• Project Closure Check List