Products
We recognize that some companies do not have the capabilities to engage in a full stack team to assist them in developing their documentation, data, or information management processes. With this in mind, we have developed template processes that can be implemented as a base starting point for a start-up or company that is just beginning to build the information management structure.
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Along side this, we have options for generalized self-paced training to ensure that any organization can learn how to apply the procedural templates to their own unique needs. These products free companies from long term commitments to consulting work, but still aid them in developing their capabilities, improving productivity, and maturing their information management.
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With more than one hundred templates, and over 300 hours of training, we have you covered!
Corresponding courses:
GD, CD, EI, VD, and FD
Documentation and Information Management Processes
Generalized information management processes cover topics such as numbering and naming of documentation and files, folder/information structure, how to process and manage creation, distribution, and revision and issue controls.
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This category has the option for project and engineering documentation, vendor and supplier documentation, facility documentation, or corporate (enterprise) governance documentation.
Modifiable Drawing and Model File Management Processes
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.
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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:
GD and MF
Corresponding courses:
GD, EI, and PM
Project Information Management and Documentation MOC Processes
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.
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All project data and documentation management related to budget, schedule, progress tracking, and project milestone and completions is included.
Documentation Management Software Functional Requirements and Structure
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.
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This category includes templates for evaluating functional requirements and standard metadata templates.
Corresponding courses:
GD and SW
Performing Information Management Gap Analyses and Process Customization
Having processes, procedures, and forms is one of the first steps. Learning what those processes mean and how they apply to your business is the second step. However this category deals with the processes and instructions that take those base processes and customize them according to your businesses functional needs, while still maintaining the best practices.
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This category also includes how to conduct a gap analysis on your information management processes and systems.