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Technical Information Management
Having left my Phase 2 site last month I reflected on the number of IT systems used and wonder what the military should learn from rather than copy. I observed the following:
- Drawing Management. A single repository for all technical drawings that can be accessed by all stakeholders (Designers, T1 contractor, Client, Project Verifier and Sub-contractors) is an efficient way of ensuring all parties have access to the latest drawing versions. The project used a web-based IT system called ACONEX which can be accessed from any internet-connected device (including mobile telephones and tablets on-site). It has a good search feature that displays all drawing revisions so changes are easily identified. Updates to drawings are notified as transmittals with all parties informed as automatically part of a mailing list. The disadvantage of the system is that not all stakeholders are willing to use ACONEX to share information (external stakeholders often revert to email) which increased the burden on the on-site team to update the drawings stored within ACONEX to prevent information becoming outdated. As the transmittals are not individually targeted or area-specific, it was easy to miss key information due to information-overload and the requirement to manage multiple IT system inboxes. Overall, I believe ACONEX fulfilled the drawing management role well for large scale projects when it is used correctly by all stakeholders and appropriately resourced with a dedicated document controller. For military projects, the same effect can be achieved via SharePoint and email.
- Formal Messaging. ACONEX also has an email/messaging capability but unlike email, every message is serialised, cannot be deleted and is viewable to all project users. These features are both advantageous and disadvantageous across a range of safety, legal, quality and commercial issues. The system enables collaborative working as all staff have access to all information which is handy when individuals are on leave or out of the office. For these reasons ACONEX messaging was accepted as the formal notification system within the project contract and is used for all formal correspondence, Requests for Information (RFIs) and recording key decisions. Another disadvantage of the system is the requirement for individuals to manage an additional system to their email. ACONEX is a good system for formal messaging on large scale projects however for military projects the same effect could be achieved via a formalised written letters/memos emailed to parties with pdf copies uploaded to SharePoint.
- Collaborative Working. Every organisation involved within the project has their own data repository where information confidential to the organisation can be stored and accessed only by members of the organisation. Examples of this include commercially sensitive information, interim programmes, work in progress (WIP) and interim quality records. The project used SharePoint to enable collaborative working across the Alliance Partners as this avoided server access issues. The software is fit for this role but the effectiveness of information access on-site was limited by the different companies’ technology hardware and individual user software licences. SharePoint is already used by the military for in-barracks data storage. Unfortunately, some deployable IT systems are dated and do not have this capability or lack internet access. Where this is the case, files are shared via local network storage devices or transferred between individual computer storage. In these instances, version control is essential; significant time and resourcing must be devoted to data management practices. The user is responsible for the archiving of data beneficial to future business output but this vital step is easily missed; as highlighted by the 2018 TICRE data amnesty at 170 Engineer Group, which identified significant gaps between the data held by TICRE and the individual Works Groups.
- Company Developed Software. The project used a JH online application (Project Pack Web) to record and track key project information useful to business output. The application was used for procurement, risk management, environmental monitoring, and quality records. The Client and Project Verifier had limited access to the quality record element for the notification and release of hold and witness points. The system allows JH’s regional business team to monitor key information required for business output in the same way that Brigade and Divisions can view Unit information within ODR and JAMES. Work Lots were used to group all relevant information for a specific work activity into one record for ease of reference. This included Activity Method Statements (AMS), ITPs, checklists, permits, defect lists, hold and witness point approvals, materials, sub-contractors and related works. The Work Lots form the basis of the Client’s handover file at the end of the project. The advantage of this application is that the regional business has visibility of project information, Work Lots are generated as part of day-to-day activity and in-house software can be adapted to meet the needs of the project. The disadvantages are more bugs compared to commercial software and it can be clunky to use. Unfortunately, the system was not used to its full potential and there are some areas that failed to provide adequate functionality resulting in duplication of data. JH is currently involved in a number of JVs and partnerships where different IT systems are used. This reduces JH staff familiarity with in-house software causing skill fade and additional training requirements. For large construction projects, PPW type software has significant utility and if properly resourced and developed. The majority of military infrastructure projects have simpler quality requirements and use existing defence procurement systems. In the military context, it would be more cost-effective to identify appropriate Work Lots at the start of the project and use an electronic file structure to archive quality records. The tracking of other key resources and data can be achieved via spreadsheets on SharePoint or a local area network.
What are your experiences from Phase 2? Has anyone come across any better systems for use in a military context?
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Mark,
It sounds like there as many CDE (Common Data environments) as there are companies. Sir Robert McAlpine use 4Projects and BAM use Projectwise. They sound very similar to what you describe. Fully auditable and open to all. The ones I have worked with have the advantage that contractor, designer etc can inhibit certain access rights to certain documents until they are ready to share. I found myself rememberin Document Control in Kenya being a CoW holding the “day book” and physically issuing drawings to tradesman and taking back old ones. It worked at that small scale as far as I am aware but I am sure beyond about 15 drawings it might get hard to track. None of the site teams had eyes on Designer RAs or RFIs etc.
During Phase 2 I found myself wondering if we could use a commercial CDE while deployed as modnet cannot always be guarenteed. My main concern was if a commercial CDE with civilian organisations sharing data with the military had the capability to encrypt specfic sensitive documents to the level the military would expect on operations. I can deffinitely see the benefits if an off the shelf programme could be “made green”.
Excellent post Mark. Given his experiences on ANEMOI, it would be interesting to get the CI’s view.
Mark,
At Gatwick we used a bespoke piece of software called Meridian to manage/check/archive files on all the construction work at the airport. It was implemented just before I arrived and it was a massive disaster. Gatwick had paid a huge amount of money for Meridian (I believe £20 million) as I think they were trying to integrate it into the airports processes and procedures. Also I understand that there were many stakeholders that requested several changes to the way the software worked which made it a bit of a mess. Furthermore there were problems with the central database connectivity which meant that drawings took up to several hours to load and work was sometime lost at random – very frustrating. Also subcontractors and suppliers found it almost impossible to upload documents as the software was not user friendly and restrictions on connectivity and security often barred them from using it. The developers of Meridian by this point had exited quite quickly and were never seen again…. no doubt laughing all the way to the bank.
In the end we moved across to an ‘off the shelf’ solution after about 6 months with Aconex. I have to say that out of the ‘CDEs’ I’ve used so far, including 4Projects at SRM, Aconex was the best and most user-friendly. My only observation would be that I think Aconex needed mobile phone coverage so it could send you a login pin each time you needed to log in. Like you mention at least two Document Controllers are essential (in case one is not available).
Hopefully Meridian serves as a useful example to the Army of how a bespoke solution is not always the best solution if it were to implement something similar.