Onboarding sites and projects

  • Industry standards Review
  • Regions / states / countries 
  • Sites / projects
  • Assets
  • An intuitive navigation hierarchy
Organisation & Asset Admin

Scheduling information requirements

  • Organization standard for project stages
  • Program stage to monitor progress
  • Information exchanges and asset classes
Digital Plan of Work - DPOW

Managing responsibilities

  • IDP task categories / types
  • Approvals workflows
  • Assign IDP tasks to project teams 
  • Status notifications alert key stakeholders on progress
Information Delivery Plan - IDP

Sharing information

  • Integration with IDP tasks
  • Information exchange to stages files indexes
  • Full document management functions
File Manager

Providing Visibility

  • Stage dashboard progress visibility 
  • Intuitive drilldown to task categories / types
  • View IDP task status, documents 
  • Review approvals audit trail,  "golden thread"
Dashboard Reporting


Platform Support

Organisation > Project Set-up
On-boarding your organization > project set-up support

Digital Plan of Work
On-boarding DPOW stages 00-01

Project Roles
Add roles for stages

Project Information Requirements > Information Exchange
Set-up approved index containers for Stage > Review workflows > Document naming conventions

Information Delivery Plan
Setup Task Categories > Types for Stage Information Exchange > Dashboard reporting

Implementation Expertise

Platform Strategy
Organisation Admin > Organisation Hierarchy > Regions >Sites > Buildings > Assets
Security > User Groups & Profiles Organisation > Project Groups > Custom Profiles

Building Information Management Strategy
Digital Plan of Work> Review Organisation DPOW strategy and structure
Information Delivery Plan > Review Organisation requirements for DPOW stages

BIM Strategy
Industry Standards> Organisational Information Requirements > Exchange Information Requirements

FM Asset Management Strategy
Soft Landings > Operational Readiness
Asset Deliverables / Asset Information Requirements

Strategic Objectives
Health & Safety > Healthy Buildings > Sustainability > Asset Tracking Standards > Digital Twin