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Information Management in Construction

T h e n e e d fo r m o re re s ponsive ro les
Rome, Italy | June 22, 2017

Dr. Bilal Succar | Change Agents + BIMexcellence.com


bsuccar@changeagents.com.au
The presentation is in three parts:

Part 1: Digital transformation in the


construction industry
Part 2: BIM roles and project information
requirements
Part 3: Useful resources for defining roles
and assessing performance

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 2
Digital transformation in
1 of 3
the construction industry
Building Information Modelling
What does it mean in 2017?
The industry has vast potential for improving
productivity and efficiency, thanks to
digitalization, innovative technologies and new
construction techniques

(World Economic Forum, Shaping the Future of Construction |


A Breakthrough in Mindset and Technology, 2016 | download)

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 5
BIM plays a central role here, as it is the key enabler
of and facilitator for many other technologies: the
building of a bridge, for example, can be greatly
facilitated by combining robotics and 3D printing via
a parametrically designed 3D model.

(World Economic Forum, Shaping the Future of Construction |


A Breakthrough in Mindset and Technology, 2016 | download)

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 6
The classical comprehensive definition:

B u i l d i n g I n fo r m a t i o n M o d e l l i n g i s a s e t o f
technologies, processes and policies enabling
m u l t i p l e s t a ke h o l d e r s t o c o l l a b o r a t i v e l y
design, construct and operate a facility

The 2017 update:


B u i l d i n g I n fo r m a t i o n M o d e l l i n g i s t h e
current expression of construction industry
innovation; a language of many dialects

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 7
a changing landscape
The Challenge
a changing landscape
The Challenge

Projects are increasingly procured with overly comprehensive or


inadequately unclear information requirements either:

I require EIR, BEP, PIM, CDE and MIDP!


or
Give me a full BIM model at LOD1000!

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 9
a changing landscape
The Challenge
Individuals and project teams
are required to respond to
multiple local and international
standards and complex data
exchange scenarios

Level of Development, Level of Accuracy, Level of Information, Level of


Information Detail, Level of Model Definition, Level of Model Detail, etc.

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 10
a changing landscape
The Challenge
Individuals and project teams
are required to respond to OmniClass
multiple local and international UniClass
MasterFormat
standards and complex data
UniFormat
exchange scenarios Etc.

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 11
a changing landscape
The Challenge
Individuals and project teams
object-based light-weight CAD
are required to respond to models models drawings
multiple local and international
standards and complex data
exchange scenarios

text and flat databases


databases and data sets

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 12
XLS TXT CAD PDF DATA xModel CONSULTANT A xModel XLS TXT

DATA

e6 BIModel Change Agents


e7
e3
CLIENT|OWNER COST PLANNER
e1 e1

CONSULTANT B CONSULTANT S
xModel

e6 e3
e7
e4&5 CAD PDF

MODEL INTERCHANGE : : : Data Flow Diagram v1.2 (Partial)


ChangeAgents AEC Pty Ltd 2012, all rights reserved

e1

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 13
standards contractual processes exchange classifications
requirements protocols

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 14
BIM Chaos...thousands of possible information requirements and deliverables!

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 15
an ever changing landscape
The Challenge
BIM is transforming the roles of those who design, deliver, operate, and
maintain all types of buildings and structures

Defining a role through formal one-off qualification or static certification is


no longer enough

Every definition of a BIM/Project Manager that was drafted 5 years ago,


must be re-written this year. What will be defined this year must be
redefined within 3 years; the pace of transformation is unrelenting.

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 16
Theres a dire need to develop digital-transformation-
ready roles that are able to respond to rapid change, and
to meet the evolving information management
requirements of construction projects!

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 17
BIM roles and project
2 of 3
information requirements
What are project information requirements?
Understanding the
Project Information Lifecycle
SLIDE REMOVED!

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 20
Focus on the Projects:
Information Requirements
and understanding how information will be used
OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 22
4010 Accessibility Analysis
2010 2D Documentation 4020 Acoustic Analysis
2020 3D Detailing 4030 Augmented Reality Simulation
2030 As-constructed Representation 4040 Clash Detection
2040 Generative Design 4050 Code Checking & Validation
Capturing and 2050 Laser Scanning 4060 Constructability Analysis
2060 Photogrammetry
Representing 2070 Record Keeping
4065 Construction Operation Analysis
4070 Cost Estimation
2080 Surveying 4080 Egress and Ingress
2090 Visual Communication 4090 Energy Use
4100 Finite Element Analysis
Simulating and 4110 Fire and Smoke Simulation
Quantifying 4120 Lighting Analysis
4130 Quantity Take-off
4140 Reflectivity Analysis
3010 Conceptualization
4150 Risk and Hazard Assessment
3020 Construction Planning
4160 Safety Analysis
3030 Demolition Planning
4170 Security Analysis
3040 Design Authoring
4180 Site Analysis
3050 Disaster Planning
4190 Solar Analysis
3060 Lean Process Analysis
Planning and 4200 Spatial Analysis
3070 Lift Planning
4210 Structural Analysis
Designing 3080 Operations Planning
4220 Sustainability Analysis
3090 Selection and Specification
4230 Thermal Analysis
3100 Space Programming
4240 Virtual Reality Simulation
3110 Urban Planning
4250 Life Cycle Assessment
3120 Value Analysis
4260 Wind Studies
Online Resource: http://bimexcellence.org/model-uses/

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 23
5010 3d Printing
5020 Architectural Modules Prefabrication
5030 Casework Prefabrication
5040 Concrete Precasting
5050 Construction Logistics
Constructing And 5060 Mechanical Assemblies Prefabrication
7010 Building Automation
7020 Field Bim
Fabricating 5070 Sheet Metal Forming
7030 Performance Monitoring
5080 Site Set-Outs
7040 Real-Time Utilization

Monitoring and
Controlling

6010 Asset Maintenance Linking and


6020 Asset Procurement 8010 Bim/Spec Linking
6030 Asset Tracking Extending 8020 Bim/Erp Linking
Operating and 6040 Building Inspection 8030 Bim/Fm Integration
6050 Handover And Commissioning 8040 Bim/Gis Overlapping
Maintaining 8050 Bim/Iot Interfacing
6060 Relocation Management
6070 Space Management 8060 Bim/Plm Overlapping
8070 Bim/Web-Services Extension

Online Resource: http://bimexcellence.org/model-uses/

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 24
Clients/Employers can define their BIM
project requirements by selecting Model
Uses (expected outcomes from using BIM)

Wheel (A) represents all Model Uses


selected by the client; each blue shape
representing a single Model Use

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 25
The project team can then be assessed
against the selected Model Uses using a
variety of metrics example:

the 5-level Competency Index

Wheel (B) provides a summary of the


teams ability relative to each Model
Use selected by the client

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 26
VS

requirements abilities (capability/maturity)


a performance TARGET Also available a team performance PROFILE as
as defined by the client in Italian established through assessment

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 27
Focus on the Individuals:
Who is the Information Manager?
a UK perspective
The topic of Information Management and the role of
Information Manager are discussed in a number of (UK)
documents:
1. BIM Protocol; CIC First Edition 2013
2. CIC Outline Scope of Services for the role of
Information Management
3. PAS 1192-2:2013 Specification for Information
Management for the Capital/Delivery Phase
of Construction Projects using BIM

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 29
7.5.1The information manager has a role in facilitating the
management of the federated model & the production of project
outputs.
The information manager is also responsible for managing the
operation, standards and culture of the Common Data
Environment.
The information manager is not a stand-alone role and is expected
to shift from design team to contractor prior to start on site.
Under the BIM Protocol, a client is obliged to appoint an
information manager at all project stages.
(PAS1192-2:2013, p. 17)

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 30
The Information Manager:
What Competencies are Needed?
1. the BIM Protocol; CIC First Edition 2013
Principle Responsibilities:

Managing the processes and procedures for information exchange on projects;


Initiating and implementing the Project Information Plan and Asset Information Plan;
Assisting in preparation of Project Outputs, such as Data Drops [information exchanges]; and
Implementation of the BIM Protocol, including the updating of the MPDT.

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 32
2. CIC Outline Scope of Services for the role of Information Management
Responsibilities - Common Data Environment Management (1 of 4) :

Establish a Common Data Environment including processes and


procedures to enable reliable information exchange between project
team members, the employer and other parties
Establish, agree and implement the information structure and
maintenance standards for the Information Model
Receive information into the Information Model in compliance with
agreed processes and procedures; validate compliance with information
requirements and advise on non-compliance
Maintain the Information Model to meet integrity and security
standards in compliance with the Employers Information Requirements
Manage Common Data Environment processes and procedures,
validate compliance and advise on non-compliance

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 33
2. CIC Outline Scope of Services for the role of Information Management
Responsibilities Project Information Management (2 of 4) :

Initiate, agree and implement the Project Information Plan and Asset
Information Plan covering information structure across roles and (all levels
of) the supply chain as to meet Employer Information Requirements and
(satisfy) project team resources
(Responsible for the Level of Information Detail) required for specific Project
Outputs e.g. Planning, Procurement, FM Procurement
(Responsible for the) process for incorporating as-constructed, testing,
validation and commissioning information
Enable integration of information within the Project Team and co-ordination
of information by Design Lead
Agree formats for Project Outputs
Assist Project Team Members in assembling information for Project Outputs

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 34
2. CIC Outline Scope of Services for the role of Information Management
Collaborative working, info exchange & project team management (3 of 4) :

Support the implementation of the projects BIM Protocol; updating the


appendices
Liaise with and co-operate with Project Team Members and the Employer in
support of a collaborative working culture
Assist the Project Team Members in establishing information exchange processes
(by defining and agreeing on) procedures for convening, chairing, and attendance;
responsible for recording information exchange process meetings
Participate in and comply with project team management procedures and
processes including: Risk and value management; Performance management and
measurement procedures; Change management procedures including adjustment
to budgets and programme; Attendance at project and design team meetings
(Approve) and implement record keeping, archiving and audit trail for (the)
Information Model
OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 35
2. CIC Outline Scope of Services for the role of Information Management
Responsibilities Additional Service (4 of 4) :
Provide the services to host the Common Data Environment

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 36
3. PAS 1192-2:2013 Specification for Information Management
for the Capital/ Delivery Phase of Construction Projects using
Building Information Modelling (BIM)
Principle Responsibilities:

Enable reliable information exchange through a Common Data Environment


Maintain and receive information into the Information Model
Enable integration and co-ordination of information within the Information Model
Configure information for Project Outputs
Populate the information exchange format for the Information Model
Accept reject information exchanges within the Common Data Environment
(The information Manager has) no design responsibility or right to issue instructions

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 37
In addition to the Information manager
Any new roles needed?
3. PAS 1192-2:2013 Specification for Information Management
for the Capital/ Delivery Phase of Construction Projects using
Building Information Modelling (BIM)
Table 2 (p. 19) identifies a number of other standard(ised) roles for a UK
Level 2 BIM project: In addition to Information Management, the
following are listed:
Project Delivery Management;
Lead Designer;
Task Team Manager;
Task Information Manager;
Interface Manager; and
Information Originator.

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 39
So we need to developing new roles and improve
the competency of current ones, but
what is a competency?
SKILL KNOWLEDGE
software tools constructability
equipment applicable standards
methods exchange protocols
collaborative processes

ATTITUDE EXPERIENCE
motivation number of projects
leadership types of projects
trust worthiness roles played
emotional intelligence

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 41
Information Management
covers many topics

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 42
CORE

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 43
Managerial topics

M01 General Management Defining and communicating overall managerial goals from
adopting new systems and workflows
M02 Leadership Leading and guiding others throughout the process of
implementing new systems and workflows
M03 Strategic Planning Identifying strategic objectives and developing
implementation strategies
M04 Organizational Identifying the organizational changes necessary for
BIMexcellence.com
Management instigating, monitoring and improving BIM adoption
M05 Business Development Maximizing the value achieved by the organization and its
and Client Management clients from BIM tools and workflows
M06 Partnership and Initiating partnerships and alliances with other organizations
Alliancing based on BIM deliverables and workflows

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 44
Operations topics

o01 General model use Using model-based deliverables to improve design, construction
and operation of facilities
o02 Capturing and Using software tools and specialized equipment to capture and
Representing represent physical spaces and environments
o03 Planning and Designing Using software tools for conceptualization, planning and design

o04 Simulating and Using software tools to conduct various types of model-based
BIMexcellence.com
Quantifying simulations and estimations
o05 Constructing and Using BIModels for the specific purposes of construction and
Fabricating fabrication
o06 Operating and Using models to operate, manage and maintain a facility
Maintaining

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 45
Technical topics
T01 General IT Installing, managing and maintaining general IT infrastructure
T02 Software Systems Selecting, deploying and maintaining software systems in a
multi-user environment
T03 Hardware and Equipment Specifying, recommending or procuring computer hardware
and equipment
T04 Modelling Generating BIModels based on pre-defined Modelling
Standards and protocols
BIMexcellence.com
T05 Documentation Generating drawings and construction documents using
standardized details and workflows
T06 Presentation and Generating professional-quality renderings or 3D animation
Animation using Specialized Software Tools

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 46
Aligning project Information Requirements
with new and current roles
?
=
PROJECT information Individual competencies
requirements and project roles

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 48
DISSECTION AGGREGATION
of project requirements competencies and roles

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 49
Model Uses

Cost Estimation
Pre-fabrication
Life Cycle Cost Analysis
FM through BIM/GIS

Skills needed
Tekla, IFC2x4, Navisworks

DISSECTION AGGREGATION
of project requirements competencies and roles

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 50
milestone 1 milestone 2 milestone 3

T E A M c o m p e n t e n c y should be based on each project s unique requirements


not on what has worked for previous projects

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 51
In Summary
We need to rethink our approach to
information management
responsibilities and roles
We need to accept that digital transformation affecting roles - is
rapid and inevitable.

We need to avoid over-defining roles through static standards


that (a) require a long time to develop; and (b) and even a longer
time to update.

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 53
We need to invest less in short-term fixes (e.g. low-level training
and commercially-offered certifications) and instead - adopt a
longer term role-definition strategy that has a dual focus:
On the individual:
By developing roles based on a clear competency structure
By continuously updating these roles through individualised
professional-development plans
On the project:
Deciphering the information uses for each project
Adopting information exchange protocols that suit each project
And of course, continuously aligning the two together!

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 54
Useful resources for defining
3 of 3
roles and assessing performance
Online Tool: http://BIMdictionary.com/

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 56
Integrated Search
1 of 700 (by term abbreviations
or description)

two
countries
so far
acronym
Term flag!
(link to the
terms page)

inline terms
(bubble)
synonyms

Concepts
(for grouping multiple
and filtration)
languages
sample Dictionary Item
OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 57
The BIM Maturity Matrix
For organisations to assess their current
BIM Capability/Maturity and to develop
performance improvement strategies
Matrice di Maturit BIM
Available Online: http://bimexcellence.org/301in/

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 59
The Competency Table
The table introduces 8 Competency Sets and 55
Competency Topics that can be used for defining
roles and developing assessment/learning modules.
Competency Table
Available Online: http://bimexcellence.org/201in/

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 61
Model Uses
An extensive list of Model Uses that can be used to define
project information requirements
Available Online: http://bimexcellence.org/model-uses/

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 63
ChangeAgents.com.au BIMexcellence.com BIMexcellence.org BIMdictionary.com
company website assessment platform knowledge sharing largest online BIM Dictionary

Thank You

BIM ThinkSpace BIM Framework @bsuccar BIM Framework Professional


industry blog research blog @bimexcellence videos profile
@BIMeInitiative

OICE 2nd INTERNATIONAL FORUM ON BIM Dr. Bilal Succar | Rome | June 22, 2017 Slide 64

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