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PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
PPI-ECS Proposal to Initiate IdEA
Solutions Given for the Advancement/Utilization of Communication Technologies
Revision History
Rev: Date Description Author Checked Approved
A 4/10/2014 Issued for Review JDS UTA
B 4/14/2014 Issued for Proposal JDS
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is
strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or
subsidiaries.
Engineering Operations Company Confidential Page 1 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
PPI-ECS PROPOSAL TO INITIATE IDEA
TABLE OF CONTENTS
1.0 Objective.....................................................................................................................2
2.0 Scope...........................................................................................................................2
3.0 Definitions...................................................................................................................3
3.1 Software
3.2 Vocabulary & Acronyms
4.0 Profiles........................................................................................................................4
4.1 Speaker
4.2 Clients
4.3 Researched Entities
5.0 Proposal ......................................................................................................................5
5.1 Existing Issues 5
5.2 Proposed Solutions 6
5.3 Researched Entities 9
6.0 Final Remarks & Concept ...........................................................................................11
7.0 Research....................................................................................................................12
8.0 Data Analysis.............................................................................................................13
8.1 Client Data 13
8.2 ECS Type Companies 14
8.3 Proposal Feature Data Sets 15
9.0 Attachments/Appendices ..........................................................................................18
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 1 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
PPI-ECS PROPOSAL TO INITIATE IDEA
1.0 OBJECTIVE
Cardno PPI’s ECS has fallen behind in their communication technology use, especially when compared with
other related companies or with clients’ needs and wants.
Cardno PPI operates at maximum efficiency when these four fundamental tenets are in action:
1) Operating with the image of a technologically superior company
2) Going beyond “meeting” the clients expectations
3) Learning during and after every project
4) Improving communication within every project workflow
The objective of this proposal is to highlight the current and upcoming deficiencies found within our
methodologies, tactics, standards and procedures and then to provide the needed solutions in a coherent
fashion.
2.0 SCOPE
This proposal will clearly spell out the five solutions that would create
Advanced mobile offices and abilities to fetch data, information and project intelligence
Dynamic workflows between office, field crew, and client
Client satisfaction and a higher ratio of problem-to-solution turnovers
Company-wide standards and .dwt’s that implement Cardno PPI’s unified vision and approach to ECS
A unique “Mapping” culture within Cardno PPI fueled by the newest implementation of a dynamic SOP
The delimitations to the following documented proposal are that this will not provide a step-by-step on how to
improve nor will it cover the exact methods and standards needed to implement the claimed solutions. The
standards, methods and processes that will be required to implement the proposed solutions are prepared to be
covered in detail after the spoken proposal is given.
This proposal is available for all ECS employees of Cardno PPI in hopes that other great ideas and feedback will
be provided in the weeks to come. The solutions provided are geared towards the upper
leadership/management involved with the implementation of new technologies and methods, however, any
employee of Cardno may inquire of this proposal and its’ contents but is not required to do so. This document is
company confidential and materials contained within are copyrighted, for more information contact the author.
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 2 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
3.0 DEFINITIONS
--- 3.1 Software & Applications ---
Term Definition Use
AutoCAD 360 AutoCAD that is accessible via tablet, smart phone or Web Drafting, Collab.
ADSK Design Review ADSK software you use to view .dwf’s Review, Collab
ADSK TrueView ADSK software you use to view .dwg’s Review, Collab
ADSK Buzzsaw ADSK enterprise software you use to view files saved in the File Management
ADSK 360 ADSK user software you use to view files saved in the cloud File Management
ADSK Bim360 ADSK mobile software for field collab, checklists, workflows Collab, Notes, Tasks
MS OneDrive (ODR) Cloud based technology, simple user access to files File Storage
MS ODR for Business Cloud based technology, enterprise/user access to files File Storage
Dropbox Cloud based technology used to access files similar to ODR File Storage
MS OneNote Note taking CTEC, organizer of project comm., workflow mgr. Collab, Notes
Evernote Note taking CTEC, organizer of project comm., workflow mgr. Collab, Notes
IFTTT Manages when to sync items to mobile apps Workflow, Sync
MS SyncToy Manages when to sync items to certain folders on PC’s Workflow, Sync
MS SharePoint Platform used to collaborate, co-edit files and communicate Collab, Operations
--- 3.2 Abbreviations & Acronyms ---
Term Definition Use
ADSK Autodesk Company
MS Microsoft Company
ODR OneDrive Service
SOP Standard Operating Procedure Standards
Wiki Site that allows collaborative editing of content by users Standards
Smart Device Any phone or other device that implements apps Mobile Computing
App An application (mini-software) used to enhance capabilities Mobile Computing
SP SharePoint Service
IdEA Intelligent Design for Engineering Applications Workflow Process
GUI Graphical User Interface Basic Terminology
Sync Synchronize (used to describe constant updating of files/data) Workflow Process
RFI Request for information Basic Terminology
CTEC Communication technology Basic Terminology
.dwg ADSK file extension for AutoCAD drawings File Extension
.pdf Typical document format sent to clients; Static viewer File Extension
.dwf Enhanced .pdf; dynamic viewer; underlying data analysis File Extension
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 3 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
4.0 PROFILES
4.1 Joshua Strickland:
Drafter for Cardno PPI at the Fort Worth office, proficient in AutoCAD Civil 3D and AutoCAD 360
Intelligence Analyst in the US ARMY – Associates Degree in “Intelligence Operations Studies”
Operations Cell Leader/12-hr Shift Lead in a 2 week simulated deployment to Afghanistan
Proficient in ESRI ArcGIS and MFWS geographical intelligence systems used by the US ARMY
Junior specializing in Communication Technology at The University of Texas-Arlington
Solutions contained herein personally quality tested with projects by means of field experience
Said proposal is the culmination of 8 months of research, documentation and field testing
4.2 Clients referenced within proposal:
1) Chesapeake Operating, Inc.
Currently a large provider of our work at the Fort Worth office. Primarily projects are
smaller in scale than Enervest (mentioned below) and consist of pad as-built’s and
easement plats. The two case studies cited within the proposal came from work
accomplished on Chesapeake projects.
2) Enervest Operating, L.L.C
Currently the other main provider of work at the Fort Worth office. Field to office
workflow’s have been tested heavily by means of this project since it is larger in scale,
thus forcing us to further document standards for alignment sheet sets, profiles, etc.
4.3 Researched entities beyond clientele:
1) ECS Type Companies
Every company cited in the research that is not a client or “Industry Platform Leaders”
(such as Trimble, Autodesk, Airwatch, etc.) is an ECS company that in many facets
perform work identical to Cardno PPI: ECS.
2) Industry Platform Leaders
These companies compose the majority of software, hardware and other application
developers/creators that we use or hope to soon use within Cardno PPI: ECS.
3) Experts
Industry experts cited throughout the proposal were chosen very selectively and had to
meet extensive criteria. See Section 7.0 titled “Research” for details on these sources
contributing to the research.
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 4 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
5.0 PROPOSAL
5.1 Existing Issues
The issues listed below are a combination of actual existing issues known by a few team members and some
issues of which Cardno PPI: ECS knows little about, nor has addressed in recent years. The specific reason why
there are un-discussed issues listed is because there is no definite prediction of the future regarding modern
advances in CTEC; paying careful attention to client needs/wants and similar companies’ trends gives us a clear
indicator of where we lack. Every issue has been carefully selected as a major need to address within Cardno
PPI: ECS and there is research to support the claimed issues, as follows:
5.2 Proposed Solutions
*Content for this section directly reflects the issues in the order they appeared in Section 5.1.
1) Capitalize on cloud technology, i.e. SP, OneDrive (locally managed), etc.
2) Provide iPad’s and training to ECS personnel to increase dynamic workflows on site
3) Implement Design/CTEC apps between ECS and Clients to streamline problem-solving processes
4) Develop companywide standards/.dwt’s to increase the marketing, image, and quality of work
5) Maintain a SOP Wiki site To foster employee development, decrease downtime, and improve
quality of standards and methods of producing work
*Described on the following page is the breakdown of the proposed solutions in detail:
- User-friendly capabilities to access project intel in the field
- Dynamic workflows between client-field crew-office
- Quick turnovers when problems arise
- Companywide standards and .dwt’s
- “Mapping” culture within ECS that encourages development
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 5 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
1) Capitalize on cloud technology
Each office for Cardno PPI that utilizes ECS services needs to have every single file related to a current project
accessible via the “cloud”. This means, whether on SharePoint, Cardno’s intranet, or MS ODR, the files need to
be accessible both in and out of office. The preferred method is by app.
The method that has been tested and proven efficient is one of office managed ODR accounts that can be
shared with anyone chosen. In ODR, the manager of the account can choose whom to share and which level of
permission to grant (edit only, view only, etc.).MS SyncToy is an application that runs on a schedule and will
copy files from a server to a cloud drive. This method has proven faithful and effective within FTW ECS. The
proposal will not push a particular cloud system because SP is being rolled out and may be the solution.
2) Provide iPad’s
*Cost breakdown is provided in Section 8.3.4 Page 17
*Case study analysis is provided in Section 5.3 Page 9
iPad’s are the direction to move in for an ECS company. iPad’s provide a variety of apps we can utilize:
Evernote – to streamline project communication/collaboration
Autodesk360 – to provide project file management
AutoCAD 360 – to allow mobile CAD editing, viewing and intelligence gathering
SP Newsfeed- to track new developments happening on the Ops Portal
OneDrive – to access project files/data
DMS Convert – to quickly convert from decimals to degrees, minutes, seconds
Elevation – to quickly determine elevation
Google Earth – to analyze digital imagery
Camera – to capture project sites/details
IFTTT – to streamline project workflows and task schedulers for syncing data
iPad’s provide for real time collaboration with the actual CAD file that provides clients with:
Satisfaction
Visuals to better comprehend project site
Improvements on the survey crew and client’s ability to problem solve
Route planning analysis with abilities to measure, draw, manage layers,
Direct uplink to Evernote (communication/collaborative software)
Markups/Revision editing
And so much more!
Note: training required to implement iPad’s is minimal. Client’s thoughts on iPads discussed on Page 9 & 13
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 6 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
3) Implement Intelligent Applications
The primary apps to implement are as follows:
a. AutoCAD 360 – This app will provide Cardno PPI ECS the ability to access CAD files virtually
anywhere. This boosts performance, improves project problem solving, increases
communication between field-office-client workflows and provides an added layer of project
intelligence to any party, anytime, anywhere.
i. ADSK TrueView – Primarily used for clients to view drawings in Model space.
ii. ADSK Design Review – Primarily used to view .dwf’s (dynamic .pdf) and draw markups
b. Evernote – This app will provide seamless and continual sync’d communication for each
individual project, phase and portion of a project. Evernote is private, administered by Cardno
PPI: ECS and we will have full ability to choose privileges for client communication. The app is
easy to use and will increase our productivity, communication and quality of work provided.
Every app listed above is accessible and seamlessly able to sync via PC (desktop), tablet, smart phone and Web.
To review why the proposed solution for note taking is Evernote rather than MS OneNote, refer to Section 7.0
4) Develop companywide standards/.dwt’s
Based on the research that was conducted, PPI has typically documented standards via word documents and
.pdf’s that after compilation become distributed to multiple offices and utilized as a go-by for projects. Before it
is discussed how this is an outdated practice (covered in Section 5.2.5 Maintain a SOP), it must first be
established that Cardno PPI: ECS needs to develop templates, design standards and layouts that all share
identical elements. Naturally, each office will have minute differences in the way their clients want to see a
product (or another similar discrepancy) but the need for standards remain. In order to better market Cardno
PPI: ECS, maintain an image of excellence and quality, and to ensure we are maintaining quality work- standards
must be set companywide.
Examples of items/processes to standardize throughout Cardno PPI: ECS are as follows:
a. .dwt’s
b. Layouts
c. Layers
d. Blocks
e. Folder structure
f. Naming for files
g. Digital project transmittal guidelines
h. Named Views
i. Rules and schedule for data availability for clients
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 7 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
5) Maintain a Dynamic SOP
As mentioned in the prior section, PPI has typically documented standards via word documents and .pdf’s that
after compilation become distributed to multiple offices and utilized as a go-by for projects. These stand-alone
SOP documents fail in many areas, such as:
NO collaborative document creation
NO dynamic edits
NO links to tutorial videos
NO link to contact creator/user group
NO weekly/monthly/quarterly updates
NO ECS involvement/feedback (typically
written by single, or limited sources)
By constructing a SOP that is dynamic, Cardno PPI: ECS will
benefit in enormous ways both internally and externally.
Described below are the proposed methods, ideas and structure behind the SOP.
The SOP would be a “site” within SP
The SOP would be constructed as a wiki (compare to Wikipedia.com)
o Collaborative authoring
o Multiple internal sources
o Updated as often as ECS has need
o Links to any other site/webpage would be made available (help videos, images, etc.)
There would be a small team within ECS employees that oversee the posts and topics
o Every ECS employee would be invited (and preferred) to suggest changes and
standards to document.
The need to create a dynamic SOP, and the employees desire to make a difference in the
following areas is why this SOP would create a sub-culture within Cardno PPI: ECS, as illustrated
below:
o Quality improvement
o Standard documenting
o Procuring future training material for new hires
o Excellence in project completion quality
o Improved company image
Those are a few of the benefits from implementing a wiki styled SOP within the SharePoint ECS
portal. All of this new collaboration and desire to be heard undoubtedly will foster learning,
development, improvement and will create a tighter knit family among ECS employees. This
new “mapping culture” will shine throughout Cardno and be an example for other divisions of
Cardno.
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 8 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
5.3 Researched Entities
Research Overview:
1) Chesapeake
a. Case Study #1 – 1386-03-0007 BAHAN PAD
- Issue: The client was confused why there was a specific easement conflict between an existing
easement and a proposed easement. The easements in question were not supposed to overlap,
but after Oncor placed the power poles, we identified the problem and had to find an alternate
route that avoided existing gas lines and stayed within the needed specifications of the project.
- Solutions Implemented: #1
Cloud Storage, #2
iPad, #3
MS ODR, ADSK AutoCad 360
- Outcome: We re-routed the easement, avoided placing a power pole within the existing gas
line easement running perpendicular to our route, measured distances to calculate new points
not found in the .csv, identified areas to clarify in paper space, provided 110% satisfaction to
client.
- Quote: [from client contact A] “I’m absolutely thrilled. This saved us time and probably an extra
trip.”
b. Case Study #2 – 1387-03-0559 CHARLES DEAN EVANS PAD
- Issue: The client needed to place a power pole at a very precise location and due to the
precision required, needed to ensure that when the NWC of the property was staked that is was
100% accurate. When the field crews arrived on site there was no calculated points or point
map because it had been left in the office by mistake.
- Solutions Implemented: #1
Cloud Storage, #2
iPad, #3
MS ODR, ADSK AutoCad 360
- Outcome: With calculated points and a point map digitally in the palm of my hand, I sent the
.csv point file from the cloud to our survey crew lead. I visually relayed information to the
surveyor and they took advantage of viewing the drawing from the iPad to gain an idea of where
the points were. Approaching the NWC, we were able to precisely pinpoint where the stakes
needed to be placed by digitally zooming into the corner to identify the exact metes and bounds
of the corner in relation to the monumentation, thus resulting in 110% client satisfaction.
- Quote: [from client contact B] “You know, looking at something in front of you is one thing, but
looking at the objects represented by 3D lines in front of you on a tablet is totally different. I
think being able to use this in the field would save both of us money!”
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 9 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
2) Enervest
- Quote: [from client contact C] “Having that kind of access to the CAD files would be really
helpful. Especially doing as-built’s, I personally would love to be able to check on the progress, help
identify issues and whatever may come up, you know? If we had that kind of capability then the timing of
our project would run so smooth that I’m sure we’d all benefit.”
3) ECS Type Companies
*See “Data Analysis” discussed in Section 8, Page 13
*The ECS companies used for this data was taken from the following:
Topographic, Inc.
Lampe Land Surveyors, Inc.
Downtown Design Services, Inc.
Mustang Engineering, Inc.
Gateway Engineers, Inc.
4) Industry Platform Leaders
a. Trimble – Field Service Management, Managing Director, Mark Forrest:
“Organizations that understand how to strategically leverage new and existing technologies
stand to drive efficiencies, profits and improve their customer service. Some of the most
important developments to look out for include integration of M2M, leveraging of mobile apps,
profit-driven analytics and cloud-driven transformations. Insert quote here”
b. Autodesk – CEO, Carl Bass:
“We’ve actually gone out there and been really aggressive with the mobile apps, and with the
cloud apps ... I think within a year or two, [cloud-based 3D design] will look like Google Docs does
today, where you have an entire portion of the population that uses Google Docs and Dropbox,
instead of Microsoft Office”
5) Experts
a. Autodesk – AEC Territory Manager, Jeffrey P. Frank:
“Back when the internet made its’ debut, we all know that there was this knowledge that we are
on the brink of something big. But in today’s world, the game changer is Wi-Fi and cellular data.
Now, we don’t just have connectivity due to the internet, we have something beyond connected
by physical cables- we can take project data into the field and have virtual access to anything!”
b. The University of Texas at Arlington – Professor, Dr. Chunke Su:
“Productivity is the driving force behind any new implementation … and the features of today’s
modern apps and services we use to communicate and work are pushing exactly that.”
c. E-Cad – Regional Manager, Benjamin Gibson:
“The ability for drawings to be viewed on the web will change everything, and we must adapt.”
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 10 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
6.0 FINAL REMARKS & CONCEPT
INTELLIGENT design for ENGINEERING APPLICATIONS
6.1 Concept:
In the exact same way Ivan Sutherland invented CAD in 1961 while attending MIT, Cardno PPI today has the
opportunity to brand an advanced redesign of the methods and systems we use to design. No longer are we
relying on computer programs and hardwares that are “standalone” and “static”. Today we live among a vast
array of digital data and access that is beyond our imaginations. In order to solidify our new tactics and to create
branding, unified vision, marketability and a new trademark, we implement “IdEA”. What began to me as IAD
(Intelligent Aided Design) as opposed to CAD (Computer Aided Design), became IdEA with the help of the wise
Professor Ricks, M.A.
Today, we can redefine CAD and use constantly emerging and new technologies and ideas in the form of IdEA.
Intelligent Design for Engineering Applications.
6.2 Summary:
By utilizing the 5 solutions proposed above, #1
Cloud Access, #2
iPad’s, #3
Intelligent Applications, #4
Companywide
Standards and #5
Dynamic SOP - Cardno PPI: ECS stands poised to launch into a new era of success and progress.
We are on the brink of major changes across the ECS industry with new technologies, and- we must act now.
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 11 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
7.0 RESEARCH
As mentioned previously, not every research source will be listed and cited because the research it has taken to
compile this proposal spans over 8 months. The sources listed serve as a reference point if any further research
is so desired by another employee of ECS.
7.1 Internet Sources:
1) http://fieldservicenews.com/transforming-field-service-delivery-insight-trimbles-latest-report-mark-
forrest/
2) http://techcrunch.com/2013/10/18/autodesk-ceo-carl-bass-thinks-the-future-of-hardware-startups-
extends-to-the-moon-and-beyond/
3) http://hbr.org/1985/11/implementing-new-technology/ar/8
4) http://www.moderntimesworkplace.com/good_reading/GRVirtOrg/VO.Design.Katzy.pdf
7.2 Text, Database, Scholarly Articles and Textbook Sources:
1) “Communication Technology Update and Fundamentals”
Edited by August E. Grant and Jennifer H. Meadows
2) “A First Look at Communication Theory”
Written by, Em Griffin
7.3 Field Research
iPad’s and their use with ECS applications such as surveying and drafting have been tested
throughout 2013 and 2014 in preparation for the proposal.
The communication process between Evernote, SharePoint and Microsoft OneNote has been tested
simultaneously using different devices, different accounts and a real time scenario.
The concept behind the office managed cloud drive has been the construct the Fort Worth office has
been utilizing for a few months now. This model works efficiently, but has not been the primary
focus since SP and Cardno’s intranet may cause ODR to become obsolete for us.
Interviews with clients were performed on site, unless otherwise mentioned.
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 12 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
8.0 DATA ANALYSIS
8.1 Client Data
Note:
Every client believed this access would
be helpful for a variety of reasons,
including: for scheduling purposes, to
give to other departments within clients
company, to save time, to track progress
on a project/phase and to analyze for
issues.
This unanimous vote is a great indicator.
Note:
This question was met eagerly by both
project managers at Chesapeake, but it
should be noted that Enervest reacted with
a “maybe” by saying “The access might help
on some projects more than others.” When
Cardno PPI decides to implement IdEA each
workflow between individual client’s would
be pre-packaged to fit the project style and
needs of the client
Would our survey crew's having access to the CAD file
help you with analyzing issues and solving problems?
Yes Maybe I Don’t Know No
Chesapeake
Enervest
Would access to certain CAD files and documents from
us help you avoid issues and ensure quality work?
Yes Maybe I Don’t Know No
All
If there was a way to sync project communication in
ways other than email & phone, would you benefit?
Yes Maybe I Don’t Know No
Chesapeake
Chesapeake
Enervest
Note:
Everyone had some positive’s to say about
this idea, but the main feature of the
negative/neutral comments were as
follows: “I don’t think it would come in
handy much since email and phone calls
are useful enough.” Also, “It might be
useful, but we can always three-way call.
IT might be cool to communicate better,
maybe, I don’t know.” Not knowing was a
common theme.
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 13 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
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8.2 ECS Type Companies
How do your field crews communicate and send data/point files to office personnel?
Do your field crews have mobile access to the files needed for a project?
Do you think it would benefit clients if they were able to view your CAD files and analyze them?
Phone Email
Server Other
Phone Email
Server Other
Phone Email
Server Other
Phone Email
Server Other
Phone Email
Server Other
Topographic Lampe Surveyors DDSI Mustang Gateway
YES NO NO NO NO
Dropbox the mobile
app is sometimes
utilized.
Not company policy.
YES NO YES MAYBE MAYBE
“The viewer would have
to be safe, allow the
project to remain
untouched and not be
cheap free software”
“We wouldn’t change
from the .pdf format
unless the client told us it
was easier”
MobileAccessECSCompanyField-to-OfficeCommunicationClientAccessRating
FedExDropbox
No cloud files
available for access.
No cloud files
available for access.
No cloud storage plan
for field access for fear
of safety breaches.
No cloud for access;
the workflow of crews
returning to office to
upload works fine.
We do not draft here,
just survey, but- it
would be pretty
beneficial for clients to
view CAD drawings
No, we don’t think it is
necessary.
This would help us
both a lot. The ability
to pull drawings
whenever is great and
would save time!
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 14 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
8.3 Proposal Feature Data Sets
8.3.1 Communication & Collaborate Applications
Feature/ App
Comparison
Application Name MS OneNote Evernote Basic Evernote Premium Evernote Business
PPI Cost
COST INCLUDED WITH
OFFICE PLAN
FREE
$5/MONTH OR
$45/YEAR PER USER
$10/USER/MONTH
Client Cost FREE FREE NOT NEEDED NOT NEEDED
Rollout Timing TIME NEEDED READY READY READY
AutoCAD 360 viewer NO YES YES YES
Desktop App YES YES YES YES
iPhone & iPad YES YES YES YES
Web App YES YES YES YES
Note Templates YES NO NO NO
3rd Party App Sprt YES YES YES YES
Platforms
Windows, iPhone,
iPad, Windows Phone
(Mac, Android =
version behind)
Windows, iPhone,
iPad, Windows
Phone, Mac,
Android, Blackberry
Windows, iPhone,
iPad, Windows
Phone, Mac,
Android, Blackberry
Windows, iPhone,
iPad, Windows
Phone, Mac,
Android, Blackberry
Unique Benefits
Already Integrated
into MS SP
Easily share .dwg
files
Easily sync and
collaborate
communication
Better
administration
abilities
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 15 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
8.3.2 AutoCAD 360 Application Basic vs PRO Cost Breakdown
8.3.3 Unneeded Applications Data
Autodesk BIM 360
Expensive
Per Project Lease
Primarily for Construction Crews/Management
Autodesk Buzzsaw
Expensive
Per User Cost
Mobile Solution to Access Files
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 16 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
8.3.4 Potential Costs
IdEA Estimated One-Time Costs - Per ECS Office
Users Application/Hardware Cost Totals
1/Survey Crew Lead
16GB Apple iPad Air +
Cellular
$630.00 $630.00
1
16GB Apple iPad Mini +
Retina Display + WiFi
$400.00 $400.00
1 iPad Air Rugged Case $50.00 $50.00
1 iPad mini Rugged Case $50.00 $50.00
$1,130.00
IdEA Estimated Monthly Costs - Per ECS Office
Users Application/Hardware Cost Totals
2 AutoCAD 360 PRO $5.00 $10.00
3 Evernote Business User $10.00 $30.00
$40.00
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 17 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
9.0 ATTACHMENTS/APPENDICES
9.1 Design Review/True View
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 18 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
9.2 SOP Website Views (Sample)
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 19 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
9.3 AutoCAD 360 Views
View from iPad
View from Web
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 20 of 22
PPI-ECS Proposal to Initiate IdEA
Revision: Dept./Discipline: Communication Technology-ECS
B Rev. Description: Issued For Proposal
4/14/2014 Doc. No.: ECS-CT-Proposal-001
9.4 Evernote Views
View from iPad
View from Desktop
All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly
prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries.
Engineering Operations Company Confidential Page 21 of 22

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PROPOSAL_FINAL

  • 1. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 PPI-ECS Proposal to Initiate IdEA Solutions Given for the Advancement/Utilization of Communication Technologies Revision History Rev: Date Description Author Checked Approved A 4/10/2014 Issued for Review JDS UTA B 4/14/2014 Issued for Proposal JDS All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 1 of 22
  • 2. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 PPI-ECS PROPOSAL TO INITIATE IDEA TABLE OF CONTENTS 1.0 Objective.....................................................................................................................2 2.0 Scope...........................................................................................................................2 3.0 Definitions...................................................................................................................3 3.1 Software 3.2 Vocabulary & Acronyms 4.0 Profiles........................................................................................................................4 4.1 Speaker 4.2 Clients 4.3 Researched Entities 5.0 Proposal ......................................................................................................................5 5.1 Existing Issues 5 5.2 Proposed Solutions 6 5.3 Researched Entities 9 6.0 Final Remarks & Concept ...........................................................................................11 7.0 Research....................................................................................................................12 8.0 Data Analysis.............................................................................................................13 8.1 Client Data 13 8.2 ECS Type Companies 14 8.3 Proposal Feature Data Sets 15 9.0 Attachments/Appendices ..........................................................................................18 All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 1 of 22
  • 3. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 PPI-ECS PROPOSAL TO INITIATE IDEA 1.0 OBJECTIVE Cardno PPI’s ECS has fallen behind in their communication technology use, especially when compared with other related companies or with clients’ needs and wants. Cardno PPI operates at maximum efficiency when these four fundamental tenets are in action: 1) Operating with the image of a technologically superior company 2) Going beyond “meeting” the clients expectations 3) Learning during and after every project 4) Improving communication within every project workflow The objective of this proposal is to highlight the current and upcoming deficiencies found within our methodologies, tactics, standards and procedures and then to provide the needed solutions in a coherent fashion. 2.0 SCOPE This proposal will clearly spell out the five solutions that would create Advanced mobile offices and abilities to fetch data, information and project intelligence Dynamic workflows between office, field crew, and client Client satisfaction and a higher ratio of problem-to-solution turnovers Company-wide standards and .dwt’s that implement Cardno PPI’s unified vision and approach to ECS A unique “Mapping” culture within Cardno PPI fueled by the newest implementation of a dynamic SOP The delimitations to the following documented proposal are that this will not provide a step-by-step on how to improve nor will it cover the exact methods and standards needed to implement the claimed solutions. The standards, methods and processes that will be required to implement the proposed solutions are prepared to be covered in detail after the spoken proposal is given. This proposal is available for all ECS employees of Cardno PPI in hopes that other great ideas and feedback will be provided in the weeks to come. The solutions provided are geared towards the upper leadership/management involved with the implementation of new technologies and methods, however, any employee of Cardno may inquire of this proposal and its’ contents but is not required to do so. This document is company confidential and materials contained within are copyrighted, for more information contact the author. All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 2 of 22
  • 4. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 3.0 DEFINITIONS --- 3.1 Software & Applications --- Term Definition Use AutoCAD 360 AutoCAD that is accessible via tablet, smart phone or Web Drafting, Collab. ADSK Design Review ADSK software you use to view .dwf’s Review, Collab ADSK TrueView ADSK software you use to view .dwg’s Review, Collab ADSK Buzzsaw ADSK enterprise software you use to view files saved in the File Management ADSK 360 ADSK user software you use to view files saved in the cloud File Management ADSK Bim360 ADSK mobile software for field collab, checklists, workflows Collab, Notes, Tasks MS OneDrive (ODR) Cloud based technology, simple user access to files File Storage MS ODR for Business Cloud based technology, enterprise/user access to files File Storage Dropbox Cloud based technology used to access files similar to ODR File Storage MS OneNote Note taking CTEC, organizer of project comm., workflow mgr. Collab, Notes Evernote Note taking CTEC, organizer of project comm., workflow mgr. Collab, Notes IFTTT Manages when to sync items to mobile apps Workflow, Sync MS SyncToy Manages when to sync items to certain folders on PC’s Workflow, Sync MS SharePoint Platform used to collaborate, co-edit files and communicate Collab, Operations --- 3.2 Abbreviations & Acronyms --- Term Definition Use ADSK Autodesk Company MS Microsoft Company ODR OneDrive Service SOP Standard Operating Procedure Standards Wiki Site that allows collaborative editing of content by users Standards Smart Device Any phone or other device that implements apps Mobile Computing App An application (mini-software) used to enhance capabilities Mobile Computing SP SharePoint Service IdEA Intelligent Design for Engineering Applications Workflow Process GUI Graphical User Interface Basic Terminology Sync Synchronize (used to describe constant updating of files/data) Workflow Process RFI Request for information Basic Terminology CTEC Communication technology Basic Terminology .dwg ADSK file extension for AutoCAD drawings File Extension .pdf Typical document format sent to clients; Static viewer File Extension .dwf Enhanced .pdf; dynamic viewer; underlying data analysis File Extension All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 3 of 22
  • 5. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 4.0 PROFILES 4.1 Joshua Strickland: Drafter for Cardno PPI at the Fort Worth office, proficient in AutoCAD Civil 3D and AutoCAD 360 Intelligence Analyst in the US ARMY – Associates Degree in “Intelligence Operations Studies” Operations Cell Leader/12-hr Shift Lead in a 2 week simulated deployment to Afghanistan Proficient in ESRI ArcGIS and MFWS geographical intelligence systems used by the US ARMY Junior specializing in Communication Technology at The University of Texas-Arlington Solutions contained herein personally quality tested with projects by means of field experience Said proposal is the culmination of 8 months of research, documentation and field testing 4.2 Clients referenced within proposal: 1) Chesapeake Operating, Inc. Currently a large provider of our work at the Fort Worth office. Primarily projects are smaller in scale than Enervest (mentioned below) and consist of pad as-built’s and easement plats. The two case studies cited within the proposal came from work accomplished on Chesapeake projects. 2) Enervest Operating, L.L.C Currently the other main provider of work at the Fort Worth office. Field to office workflow’s have been tested heavily by means of this project since it is larger in scale, thus forcing us to further document standards for alignment sheet sets, profiles, etc. 4.3 Researched entities beyond clientele: 1) ECS Type Companies Every company cited in the research that is not a client or “Industry Platform Leaders” (such as Trimble, Autodesk, Airwatch, etc.) is an ECS company that in many facets perform work identical to Cardno PPI: ECS. 2) Industry Platform Leaders These companies compose the majority of software, hardware and other application developers/creators that we use or hope to soon use within Cardno PPI: ECS. 3) Experts Industry experts cited throughout the proposal were chosen very selectively and had to meet extensive criteria. See Section 7.0 titled “Research” for details on these sources contributing to the research. All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 4 of 22
  • 6. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 5.0 PROPOSAL 5.1 Existing Issues The issues listed below are a combination of actual existing issues known by a few team members and some issues of which Cardno PPI: ECS knows little about, nor has addressed in recent years. The specific reason why there are un-discussed issues listed is because there is no definite prediction of the future regarding modern advances in CTEC; paying careful attention to client needs/wants and similar companies’ trends gives us a clear indicator of where we lack. Every issue has been carefully selected as a major need to address within Cardno PPI: ECS and there is research to support the claimed issues, as follows: 5.2 Proposed Solutions *Content for this section directly reflects the issues in the order they appeared in Section 5.1. 1) Capitalize on cloud technology, i.e. SP, OneDrive (locally managed), etc. 2) Provide iPad’s and training to ECS personnel to increase dynamic workflows on site 3) Implement Design/CTEC apps between ECS and Clients to streamline problem-solving processes 4) Develop companywide standards/.dwt’s to increase the marketing, image, and quality of work 5) Maintain a SOP Wiki site To foster employee development, decrease downtime, and improve quality of standards and methods of producing work *Described on the following page is the breakdown of the proposed solutions in detail: - User-friendly capabilities to access project intel in the field - Dynamic workflows between client-field crew-office - Quick turnovers when problems arise - Companywide standards and .dwt’s - “Mapping” culture within ECS that encourages development All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 5 of 22
  • 7. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 1) Capitalize on cloud technology Each office for Cardno PPI that utilizes ECS services needs to have every single file related to a current project accessible via the “cloud”. This means, whether on SharePoint, Cardno’s intranet, or MS ODR, the files need to be accessible both in and out of office. The preferred method is by app. The method that has been tested and proven efficient is one of office managed ODR accounts that can be shared with anyone chosen. In ODR, the manager of the account can choose whom to share and which level of permission to grant (edit only, view only, etc.).MS SyncToy is an application that runs on a schedule and will copy files from a server to a cloud drive. This method has proven faithful and effective within FTW ECS. The proposal will not push a particular cloud system because SP is being rolled out and may be the solution. 2) Provide iPad’s *Cost breakdown is provided in Section 8.3.4 Page 17 *Case study analysis is provided in Section 5.3 Page 9 iPad’s are the direction to move in for an ECS company. iPad’s provide a variety of apps we can utilize: Evernote – to streamline project communication/collaboration Autodesk360 – to provide project file management AutoCAD 360 – to allow mobile CAD editing, viewing and intelligence gathering SP Newsfeed- to track new developments happening on the Ops Portal OneDrive – to access project files/data DMS Convert – to quickly convert from decimals to degrees, minutes, seconds Elevation – to quickly determine elevation Google Earth – to analyze digital imagery Camera – to capture project sites/details IFTTT – to streamline project workflows and task schedulers for syncing data iPad’s provide for real time collaboration with the actual CAD file that provides clients with: Satisfaction Visuals to better comprehend project site Improvements on the survey crew and client’s ability to problem solve Route planning analysis with abilities to measure, draw, manage layers, Direct uplink to Evernote (communication/collaborative software) Markups/Revision editing And so much more! Note: training required to implement iPad’s is minimal. Client’s thoughts on iPads discussed on Page 9 & 13 All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 6 of 22
  • 8. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 3) Implement Intelligent Applications The primary apps to implement are as follows: a. AutoCAD 360 – This app will provide Cardno PPI ECS the ability to access CAD files virtually anywhere. This boosts performance, improves project problem solving, increases communication between field-office-client workflows and provides an added layer of project intelligence to any party, anytime, anywhere. i. ADSK TrueView – Primarily used for clients to view drawings in Model space. ii. ADSK Design Review – Primarily used to view .dwf’s (dynamic .pdf) and draw markups b. Evernote – This app will provide seamless and continual sync’d communication for each individual project, phase and portion of a project. Evernote is private, administered by Cardno PPI: ECS and we will have full ability to choose privileges for client communication. The app is easy to use and will increase our productivity, communication and quality of work provided. Every app listed above is accessible and seamlessly able to sync via PC (desktop), tablet, smart phone and Web. To review why the proposed solution for note taking is Evernote rather than MS OneNote, refer to Section 7.0 4) Develop companywide standards/.dwt’s Based on the research that was conducted, PPI has typically documented standards via word documents and .pdf’s that after compilation become distributed to multiple offices and utilized as a go-by for projects. Before it is discussed how this is an outdated practice (covered in Section 5.2.5 Maintain a SOP), it must first be established that Cardno PPI: ECS needs to develop templates, design standards and layouts that all share identical elements. Naturally, each office will have minute differences in the way their clients want to see a product (or another similar discrepancy) but the need for standards remain. In order to better market Cardno PPI: ECS, maintain an image of excellence and quality, and to ensure we are maintaining quality work- standards must be set companywide. Examples of items/processes to standardize throughout Cardno PPI: ECS are as follows: a. .dwt’s b. Layouts c. Layers d. Blocks e. Folder structure f. Naming for files g. Digital project transmittal guidelines h. Named Views i. Rules and schedule for data availability for clients All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 7 of 22
  • 9. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 5) Maintain a Dynamic SOP As mentioned in the prior section, PPI has typically documented standards via word documents and .pdf’s that after compilation become distributed to multiple offices and utilized as a go-by for projects. These stand-alone SOP documents fail in many areas, such as: NO collaborative document creation NO dynamic edits NO links to tutorial videos NO link to contact creator/user group NO weekly/monthly/quarterly updates NO ECS involvement/feedback (typically written by single, or limited sources) By constructing a SOP that is dynamic, Cardno PPI: ECS will benefit in enormous ways both internally and externally. Described below are the proposed methods, ideas and structure behind the SOP. The SOP would be a “site” within SP The SOP would be constructed as a wiki (compare to Wikipedia.com) o Collaborative authoring o Multiple internal sources o Updated as often as ECS has need o Links to any other site/webpage would be made available (help videos, images, etc.) There would be a small team within ECS employees that oversee the posts and topics o Every ECS employee would be invited (and preferred) to suggest changes and standards to document. The need to create a dynamic SOP, and the employees desire to make a difference in the following areas is why this SOP would create a sub-culture within Cardno PPI: ECS, as illustrated below: o Quality improvement o Standard documenting o Procuring future training material for new hires o Excellence in project completion quality o Improved company image Those are a few of the benefits from implementing a wiki styled SOP within the SharePoint ECS portal. All of this new collaboration and desire to be heard undoubtedly will foster learning, development, improvement and will create a tighter knit family among ECS employees. This new “mapping culture” will shine throughout Cardno and be an example for other divisions of Cardno. All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 8 of 22
  • 10. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 5.3 Researched Entities Research Overview: 1) Chesapeake a. Case Study #1 – 1386-03-0007 BAHAN PAD - Issue: The client was confused why there was a specific easement conflict between an existing easement and a proposed easement. The easements in question were not supposed to overlap, but after Oncor placed the power poles, we identified the problem and had to find an alternate route that avoided existing gas lines and stayed within the needed specifications of the project. - Solutions Implemented: #1 Cloud Storage, #2 iPad, #3 MS ODR, ADSK AutoCad 360 - Outcome: We re-routed the easement, avoided placing a power pole within the existing gas line easement running perpendicular to our route, measured distances to calculate new points not found in the .csv, identified areas to clarify in paper space, provided 110% satisfaction to client. - Quote: [from client contact A] “I’m absolutely thrilled. This saved us time and probably an extra trip.” b. Case Study #2 – 1387-03-0559 CHARLES DEAN EVANS PAD - Issue: The client needed to place a power pole at a very precise location and due to the precision required, needed to ensure that when the NWC of the property was staked that is was 100% accurate. When the field crews arrived on site there was no calculated points or point map because it had been left in the office by mistake. - Solutions Implemented: #1 Cloud Storage, #2 iPad, #3 MS ODR, ADSK AutoCad 360 - Outcome: With calculated points and a point map digitally in the palm of my hand, I sent the .csv point file from the cloud to our survey crew lead. I visually relayed information to the surveyor and they took advantage of viewing the drawing from the iPad to gain an idea of where the points were. Approaching the NWC, we were able to precisely pinpoint where the stakes needed to be placed by digitally zooming into the corner to identify the exact metes and bounds of the corner in relation to the monumentation, thus resulting in 110% client satisfaction. - Quote: [from client contact B] “You know, looking at something in front of you is one thing, but looking at the objects represented by 3D lines in front of you on a tablet is totally different. I think being able to use this in the field would save both of us money!” All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 9 of 22
  • 11. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 2) Enervest - Quote: [from client contact C] “Having that kind of access to the CAD files would be really helpful. Especially doing as-built’s, I personally would love to be able to check on the progress, help identify issues and whatever may come up, you know? If we had that kind of capability then the timing of our project would run so smooth that I’m sure we’d all benefit.” 3) ECS Type Companies *See “Data Analysis” discussed in Section 8, Page 13 *The ECS companies used for this data was taken from the following: Topographic, Inc. Lampe Land Surveyors, Inc. Downtown Design Services, Inc. Mustang Engineering, Inc. Gateway Engineers, Inc. 4) Industry Platform Leaders a. Trimble – Field Service Management, Managing Director, Mark Forrest: “Organizations that understand how to strategically leverage new and existing technologies stand to drive efficiencies, profits and improve their customer service. Some of the most important developments to look out for include integration of M2M, leveraging of mobile apps, profit-driven analytics and cloud-driven transformations. Insert quote here” b. Autodesk – CEO, Carl Bass: “We’ve actually gone out there and been really aggressive with the mobile apps, and with the cloud apps ... I think within a year or two, [cloud-based 3D design] will look like Google Docs does today, where you have an entire portion of the population that uses Google Docs and Dropbox, instead of Microsoft Office” 5) Experts a. Autodesk – AEC Territory Manager, Jeffrey P. Frank: “Back when the internet made its’ debut, we all know that there was this knowledge that we are on the brink of something big. But in today’s world, the game changer is Wi-Fi and cellular data. Now, we don’t just have connectivity due to the internet, we have something beyond connected by physical cables- we can take project data into the field and have virtual access to anything!” b. The University of Texas at Arlington – Professor, Dr. Chunke Su: “Productivity is the driving force behind any new implementation … and the features of today’s modern apps and services we use to communicate and work are pushing exactly that.” c. E-Cad – Regional Manager, Benjamin Gibson: “The ability for drawings to be viewed on the web will change everything, and we must adapt.” All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 10 of 22
  • 12. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 6.0 FINAL REMARKS & CONCEPT INTELLIGENT design for ENGINEERING APPLICATIONS 6.1 Concept: In the exact same way Ivan Sutherland invented CAD in 1961 while attending MIT, Cardno PPI today has the opportunity to brand an advanced redesign of the methods and systems we use to design. No longer are we relying on computer programs and hardwares that are “standalone” and “static”. Today we live among a vast array of digital data and access that is beyond our imaginations. In order to solidify our new tactics and to create branding, unified vision, marketability and a new trademark, we implement “IdEA”. What began to me as IAD (Intelligent Aided Design) as opposed to CAD (Computer Aided Design), became IdEA with the help of the wise Professor Ricks, M.A. Today, we can redefine CAD and use constantly emerging and new technologies and ideas in the form of IdEA. Intelligent Design for Engineering Applications. 6.2 Summary: By utilizing the 5 solutions proposed above, #1 Cloud Access, #2 iPad’s, #3 Intelligent Applications, #4 Companywide Standards and #5 Dynamic SOP - Cardno PPI: ECS stands poised to launch into a new era of success and progress. We are on the brink of major changes across the ECS industry with new technologies, and- we must act now. All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 11 of 22
  • 13. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 7.0 RESEARCH As mentioned previously, not every research source will be listed and cited because the research it has taken to compile this proposal spans over 8 months. The sources listed serve as a reference point if any further research is so desired by another employee of ECS. 7.1 Internet Sources: 1) http://fieldservicenews.com/transforming-field-service-delivery-insight-trimbles-latest-report-mark- forrest/ 2) http://techcrunch.com/2013/10/18/autodesk-ceo-carl-bass-thinks-the-future-of-hardware-startups- extends-to-the-moon-and-beyond/ 3) http://hbr.org/1985/11/implementing-new-technology/ar/8 4) http://www.moderntimesworkplace.com/good_reading/GRVirtOrg/VO.Design.Katzy.pdf 7.2 Text, Database, Scholarly Articles and Textbook Sources: 1) “Communication Technology Update and Fundamentals” Edited by August E. Grant and Jennifer H. Meadows 2) “A First Look at Communication Theory” Written by, Em Griffin 7.3 Field Research iPad’s and their use with ECS applications such as surveying and drafting have been tested throughout 2013 and 2014 in preparation for the proposal. The communication process between Evernote, SharePoint and Microsoft OneNote has been tested simultaneously using different devices, different accounts and a real time scenario. The concept behind the office managed cloud drive has been the construct the Fort Worth office has been utilizing for a few months now. This model works efficiently, but has not been the primary focus since SP and Cardno’s intranet may cause ODR to become obsolete for us. Interviews with clients were performed on site, unless otherwise mentioned. All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 12 of 22
  • 14. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 8.0 DATA ANALYSIS 8.1 Client Data Note: Every client believed this access would be helpful for a variety of reasons, including: for scheduling purposes, to give to other departments within clients company, to save time, to track progress on a project/phase and to analyze for issues. This unanimous vote is a great indicator. Note: This question was met eagerly by both project managers at Chesapeake, but it should be noted that Enervest reacted with a “maybe” by saying “The access might help on some projects more than others.” When Cardno PPI decides to implement IdEA each workflow between individual client’s would be pre-packaged to fit the project style and needs of the client Would our survey crew's having access to the CAD file help you with analyzing issues and solving problems? Yes Maybe I Don’t Know No Chesapeake Enervest Would access to certain CAD files and documents from us help you avoid issues and ensure quality work? Yes Maybe I Don’t Know No All If there was a way to sync project communication in ways other than email & phone, would you benefit? Yes Maybe I Don’t Know No Chesapeake Chesapeake Enervest Note: Everyone had some positive’s to say about this idea, but the main feature of the negative/neutral comments were as follows: “I don’t think it would come in handy much since email and phone calls are useful enough.” Also, “It might be useful, but we can always three-way call. IT might be cool to communicate better, maybe, I don’t know.” Not knowing was a common theme. All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 13 of 22
  • 15. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 8.2 ECS Type Companies How do your field crews communicate and send data/point files to office personnel? Do your field crews have mobile access to the files needed for a project? Do you think it would benefit clients if they were able to view your CAD files and analyze them? Phone Email Server Other Phone Email Server Other Phone Email Server Other Phone Email Server Other Phone Email Server Other Topographic Lampe Surveyors DDSI Mustang Gateway YES NO NO NO NO Dropbox the mobile app is sometimes utilized. Not company policy. YES NO YES MAYBE MAYBE “The viewer would have to be safe, allow the project to remain untouched and not be cheap free software” “We wouldn’t change from the .pdf format unless the client told us it was easier” MobileAccessECSCompanyField-to-OfficeCommunicationClientAccessRating FedExDropbox No cloud files available for access. No cloud files available for access. No cloud storage plan for field access for fear of safety breaches. No cloud for access; the workflow of crews returning to office to upload works fine. We do not draft here, just survey, but- it would be pretty beneficial for clients to view CAD drawings No, we don’t think it is necessary. This would help us both a lot. The ability to pull drawings whenever is great and would save time! All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 14 of 22
  • 16. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 8.3 Proposal Feature Data Sets 8.3.1 Communication & Collaborate Applications Feature/ App Comparison Application Name MS OneNote Evernote Basic Evernote Premium Evernote Business PPI Cost COST INCLUDED WITH OFFICE PLAN FREE $5/MONTH OR $45/YEAR PER USER $10/USER/MONTH Client Cost FREE FREE NOT NEEDED NOT NEEDED Rollout Timing TIME NEEDED READY READY READY AutoCAD 360 viewer NO YES YES YES Desktop App YES YES YES YES iPhone & iPad YES YES YES YES Web App YES YES YES YES Note Templates YES NO NO NO 3rd Party App Sprt YES YES YES YES Platforms Windows, iPhone, iPad, Windows Phone (Mac, Android = version behind) Windows, iPhone, iPad, Windows Phone, Mac, Android, Blackberry Windows, iPhone, iPad, Windows Phone, Mac, Android, Blackberry Windows, iPhone, iPad, Windows Phone, Mac, Android, Blackberry Unique Benefits Already Integrated into MS SP Easily share .dwg files Easily sync and collaborate communication Better administration abilities All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 15 of 22
  • 17. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 8.3.2 AutoCAD 360 Application Basic vs PRO Cost Breakdown 8.3.3 Unneeded Applications Data Autodesk BIM 360 Expensive Per Project Lease Primarily for Construction Crews/Management Autodesk Buzzsaw Expensive Per User Cost Mobile Solution to Access Files All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 16 of 22
  • 18. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 8.3.4 Potential Costs IdEA Estimated One-Time Costs - Per ECS Office Users Application/Hardware Cost Totals 1/Survey Crew Lead 16GB Apple iPad Air + Cellular $630.00 $630.00 1 16GB Apple iPad Mini + Retina Display + WiFi $400.00 $400.00 1 iPad Air Rugged Case $50.00 $50.00 1 iPad mini Rugged Case $50.00 $50.00 $1,130.00 IdEA Estimated Monthly Costs - Per ECS Office Users Application/Hardware Cost Totals 2 AutoCAD 360 PRO $5.00 $10.00 3 Evernote Business User $10.00 $30.00 $40.00 All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 17 of 22
  • 19. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 9.0 ATTACHMENTS/APPENDICES 9.1 Design Review/True View All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 18 of 22
  • 20. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 9.2 SOP Website Views (Sample) All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 19 of 22
  • 21. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 9.3 AutoCAD 360 Views View from iPad View from Web All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 20 of 22
  • 22. PPI-ECS Proposal to Initiate IdEA Revision: Dept./Discipline: Communication Technology-ECS B Rev. Description: Issued For Proposal 4/14/2014 Doc. No.: ECS-CT-Proposal-001 9.4 Evernote Views View from iPad View from Desktop All information contained herein is confidential and is legally privileged. Any review, use, distribution, or disclosure to others is strictly prohibited, unless prior written authorization is obtained from PPI Engineering and Construction Services LLC, its owners or subsidiaries. Engineering Operations Company Confidential Page 21 of 22