1. The ProjectWise Advantage
Gary Cochrane - Information Management Sales Executive
Steve Sims - Federal Account Manager

2. …is a system of collaboration servers and services for Owners, Engineers, Architects, and Construction organizations to create and entrust their critical facilities information…
…that provides facility configuration management and information re-use, in a scalable, industry-proven, and highly secure environment
So I repeat the PW description because it is important. PW is a system…..capabilities.
It is important to note that ProjectWise is a family of software products. We group them into 3 distinct areas: work-sharing or content management, content re-use or publishing, and dynamic feedback or review. This theme of share, publish, and review is carried throughout this presentation and in all our marketing material.
(C) 2011 Bentley Systems, Inc.

3. Project Team Collaboration Challenges
The ProjectWise Advantage
2/17/2019
Project Team Collaboration Challenges
Design and engineering content demands are unique
Lack of interoperability
Large files are difficult to share
Different workflows and applications
Teams are distributed across offices and organizations
Slow and unreliable network connections
Different processes and standards
Time wasted looking for and validating information
Project information is constantly changing
Assuring teams have current data
Complex, interdependent file relationships
Lack of real-time synchronization
Slide Purpose:
To more explicitly identify typical challenges – and further establish a common understanding of the ‘pain’ with your audience
Talking Points:
Infrastructure project information needs are different than ‘generic’ information or document management needs
The ‘team’ issues are critical, especially given that teams are typically comprised of a collection of distributed and independent discipline or function specific teams/companies.
The projects are dealing with ‘work-in-progress’ information that is constantly changing – and managing that change is hard
(C) 2011 Bentley Systems, Inc.

4. ProjectWise Secures Information Mobility
Facility Configuration Management
Content Re-use
AECO
Information
Management
Design Team
Stakeholders
Organizational mobility in a managed environment
Continuity in
Enterprise lifecycles
Dynamic Feedback
ProjectWise ensures information mobility because it is a system of collaboration servers and services for AECO information for the design and construction of infrastructure projects while the work is in progress. AECO refers to architectural, engineering, construction and operations. We group ProjectWise software products into 3 categories: work-sharing, content reuse, and dynamic.
Work-sharing provides Organizational Agility in a Managed Environment by creating and managing ongoing work-product effectively – where the right people quickly and reliably accelerate work-in-progress using infrastructure tools and workflows of choice.
Content re-use maximizes value across the enterprise by informing project stakeholders and enterprise systems in a more consistent, timely and predicable manner using high-impact deliverables.
Dynamic feedback ensures Timely and Actionable Participation by synchronizing comments to resolve issues quickly and effectively in a ‘closed-loop’, returning feedback in context to all the relevant designers so as to be actionable.
Timely and actionable
participation
Reviewers
(C) 2011 Bentley Systems, Inc.

5. Facility Configuration Management
Create and manage ongoing work-product effectively
…where the right people quickly and reliably accelerate work-in-progress using infrastructure tools and workflows of choice.
AECO
Information
Management
Work-sharing is really the ability for users in a project to work on their engineering and AECO information together. You will hear other terms in the industry like “Drawing content management” or “engineering content management”, “engineering document management system”, etc.
(C) 2011 Bentley Systems, Inc.

6. Facility Configuration Management
Control
Access & distribution
Workflows
IT & Project Standards
Status and approvals
Dependencies
Organizational Agility
Responsiveness
Virtualized talent
Scalability
Reporting
KPIs
Changes and Audit trails
Status
Dependencies
Filtering, Aggregation
Component Information
Content type
Engineering Models
Drawings
Specifications
Redlines
Offices docs
Point Clouds
PDFs
File Formats
Assignments and roles
Document’s Status
Relationships – Reference Files
Spatial Location
Responsible party
AECO Information Management
ProjectWise work-sharing offers advantages that are unmatched in the industry that you should definitely highlight in your presentations. Concepts like:
Dependencies or reference file management. Any design models in PW can be a composite of different files that may reside in different locations from different authors but PW stiches them together so any changes in one file will get reflected in the overall model and everyone else will see them.
Delta file transfer and version control: For big files, delta file transfer can speed-up file access. Version control ensures that files are checked-in and checked-out so you don’t have multiple versions floating in different places.
Ability to handle multiple content types – not just word docs, powerpoints, etc. that most other document management systems like Documentum can do but ability to handle CAD drawings, point clouds, specs, etc.
Status and audit trails help track the content – who, when and what changed.
These are all powerful capabilities that sets us apart from competitors.
Pragmatic Work-sharing
“Delta File Transfer”
Version management
(C) 2011 Bentley Systems, Inc.

7. FCM: Servers & Services
ProjectWise Integration Server
Empower and manage AECO Content and team collaboration
ProjectWise Caching Server
Solve the geographically distributed ‘big files’ problem
ProjectWise Web Server
Enable project team member access via a web browser
Bentley Transmittals Server
Package, register, deliver and track Engineering transmittals
It is also important to note the types of software that make up this family of products that we call PW. The main software that users have to always install is the PW integration server. It is the backbone of PW and a necessary piece of PW. If you are using PW explorer on your desktop you would recognize the windows like interface you use to access files in Bentley. That interface is running on PW integration server. ProjectWise explorer type functioanlity is also available on the ipad through other Projectwise Explorer for the iPad app. I refer you to my second VSK for more details on the ipad apps.
Other servers, on the other hand, are optional:
Caching server enables fast file transfer,
Web server enables online access to PW
And so on…
(C) 2011 Bentley Systems, Inc.

8. Facility Configuration Management Example
Let’s start with an As-Built set of Drawings
Drawings are available to operations in PDF format
Drawings are not under change
Drawings are Revision A
Operational Personnel only sees
Construction Release drawings
As-built drawings
Work in Progress drawings are hidden by security

9. Typical Environment Facility 1 Private Engineering Folders
Public Folders
Structural
Preliminary Review
Construction Release
Mechanical
Design Review
As-Built Complete
Electrical
Construction Review
Etc.
Etc.

10. Facility Configuration Management Example
Current User
Drawings currently at Rev:A
Drawings indexed with metadata
Book icon indicates read-only access to As-built’s

11. Easy Access Using Familiar tools

12. Titleblock Synchronized with Index

13. Document Properties: Built-in Fields

14. Document Properties: Site-Specific Fields

15. Document Properties: Site-Specific Fields

16. Document Properties: Audit Trail

17. Engineering User Perspective
Current User
Pencil icon indicates edit permissions

18. Document Placed Under Change
Engineer creates New Rev:B
New Rev:B automatically moves to start of workflow
Changes are made on source CAD files

19. Old CAD Revision still available
Old Rev:A is now read-only

20. Configurable Workflow
States are configured to model the organizational workflow
Document State changes trigger events such as Automated Messages, Rendition Generation, and Security changes

21. State Change moves Document to next state
Document Workflow
State Change moves Document to next state

22. Document Workflow

23. State Change triggers PDF generation
Milestone Renditions
State Change triggers PDF generation
PDF placed in Preliminary Review Folder

24. PDF watermarked to represent Drawing State
Drawing Watermarks
PDF watermarked to represent Drawing State

25. Incorporating Feedback
After Review, drawing moves forward to the Design state
Additional design changes incorporated on CAD files

26. Design Review State

27. State Change again triggers PDF generation
Milestone Renditions
State Change again triggers PDF generation
PDF placed in Design Review Folder

28. Rev:B PDF replaces Rev:A from prevous design iteration
Milestone Renditions
Rev:B PDF replaces Rev:A from prevous design iteration

29. Final Design / Construction Review States

30. State Change again triggers PDF generation
Milestone Rendition
State Change again triggers PDF generation

31. Construction Review
PDF placed in Construction Review Folder, and watermarked appropriately

32. Drawing is made read-only upon reaching Construction Release

33. Construction Release – Sub-workflow
PDF state automatically set to ‘Awaiting Signature’
PDF placed in Construction Release Folder,

34. Engineer then places Digital Signature on Construction Release PDF
Digital Signatures
Engineer then places Digital Signature on Construction Release PDF

35. Signing Process

36. Signed Document Checked In

37. Finalizing Construction Documents
Engineer then changes state on Construction Release PDF to ‘Final-Signed’

38. Operations Perspective
Current User
New Rev:B Construction Release now supersedes Rev:A to Operations personnel

39. As-built Changes
CAD Drawing now moves to ‘As-Built Changes’ state for Engineering to incorporate changes made during construction

40. As-built Complete
When As-built changes are complete, CAD Drawing now moves to ‘As-Built Complete’ state, which triggers final PDF generation

41. Workflow Ends, and files are Read-Only
Check-Out command becomes inactive for drawings in ‘As-Built Complete’ state

42. As-built Complete
As-built Complete PDF (Rev:B) now supersedes (Rev:A) for Operations personnel

43. Operations Perspective - Final

44. Security Verification
Confirm Groups and their respective access for any given document

45. Placing Documents under Change
As-built Complete document may not be edited. Engineering must create a new version to start the cycle again

46. Indexing and Searching
Documents may be located using the quick search field

47. Indexing and Searching
This form provides the capability to search on any individual field
Documents may also be located using the advanced search form

48. Full Text Searching
Additionally, ProjectWise provides Full Text Search for industry standard formats including CAD formats

49. Spatial Searching
Lastly, ProjectWise provides spatial searching that allows the user to specify an area on a map to locate documents

50. Trusted Shared Source of Truth
The ProjectWise Advantage
2/17/2019
Trusted Shared Source of Truth
Each participant uses their own applications and file formats in their own locations.
Word
CAD Model
PowerPoint
Excel
Project
BIM
Database
CAD Drawing
PDF
Slide Purpose:
To reinforce the ‘single source of truth’ and introduce ‘Federated’ project data
Talking Points:
Infrastructure project data is federated – reflecting the federated way in which interdisciplinary project teams work
Each participant uses applications that are specific for their tasks and role, for example in the design and analysis of…
Structural systems
Roadways
Site and civil work
Water distribution
P&IDs
HVAC and MEP Design
and so on
(Feel free to use examples matching your audience)
ProjectWise integrates with these applications, and their formats
and provides a shared “Single Source of Truth” for interacting with project information
A “federated” approach, unlike a “centralized” approach provides the speed and flexibility needed when working with sets of large and interrelated files and data that is federated across multiple sources and locations
(C) 2011 Bentley Systems, Inc.