Products
We recognize that some companies do not have the capacity to engage in a full stack consulting team to assist them in developing their documentation, data, or information management processes. With this in mind, we have developed turnkey processes, workflows, forms, and work instructions that can be implemented as the base for a start-up, or implemented and customized at a company that is just beginning to build the information management structure.
Along side this, we have options for self-paced training courses to ensure that any organization can learn how to use the procedural packages in their own unique environment. These products release companies from long term commitments to consulting work, but still aid them in developing their capabilities, improving productivity, and maturing their information management systems. Products can be purchased and implemented with or without the training courses.
With more than one hundred templates, and over 300 hours of training, we have you covered!
Corresponding courses:
FND-C, COR-C
This set of procedures and supporting documents covers all elements needed to create, manage, and implement corporate policies and SOPs. It includes numbering and naming conventions, folder/information structure, how to process and manage creation, distribution, and revision and issue controls.
You will also find templated corporate documents and the basis of the archiving and retrieval of records.
This is the heart of any engineering industry firm, both engineering contractors as well as owner organizations who are involved with the engineering process or want to standardize the products they receive from contractors.
These foundational procedures capture the requirements for the creation and publication of all documented deliverables on an engineering and construction project.
Corresponding courses:
FND-C, ENI-C
Corresponding courses:
FND-C, ENI-C, VDM-C
Managing vendor documentation includes processes and supporting documentation for setting documentation expectations on orders, expediting the documentation, and the full review and management of vendor documentation throughout the project, construction, and on to operations.
This will aid in ensuring operations and maintenance have their documents for equipment in a manner that facilitates preventative maintenance and operational readiness prior to project closeout.
Modifiable drawing and 3D model file management processes include topics such as concurrent engineering, drafting and drawing technical and titleblock requirements, modification protocols, and file storage and indexing protocols.
This category does not include drafting department management, but does cover all aspects relating to the structure of the drawings such as lines, font, coordinates, reference files, etc.
Corresponding courses:
FND-C, MOD-C
Corresponding courses:
FND-C, ENI-C, PIM-C
Project Information processes include standards for managing project deliverables, documentation roles and responsibilities, managing RFIs and related documentation changes, including the full Management of Change for documentation during construction and operations.
All project data and documentation management related to budget, schedule, progress tracking, and project milestone and completions is included.
This category deals with the methods to utilize the existing processes to select and evaluate software for Documentation and Data Management for Corporate, Engineering, and Vendor documentation and data, software for Asset registries and asset information management (for maintenance and operations), and software for Project Information Management.
This category includes templates for evaluating functional requirements and standard metadata templates.
Corresponding courses:
FND-C, SFT-C
Having procedures and supporting documents is important. If you want to perform customization of the procedures for your organization, or if you want to consult for external clients, these are the tools you need.
This category includes how to conduct a gap analysis on information management processes and systems, determine the correct customization for the organization, and how to manage the change, implementation, and training of the new procedures.