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 Technology Bulletin

Process auditing and project scoping services offer customer benefits

At Hagerman & Company, two of the services that we offer that we consider among the most beneficial are our process auditing and project scoping services. The goal of both of these product offerings is to analyze your current ways of doing business and to make suggestions or map out plans to improve your processes or to go a step further and implement new systems to improve your company’s productivity and profitability.

We have found that customers who have taken advantage of these services have been extremely pleased and found them to be well worth the cost. In most cases, they have gained a better understanding of their own operations and turned up dramatic ways to improve their operations.

For both of these services, the customer deliverable is a detailed written report (20-30 pages in most cases) including:

-Customer background and business objectives
-Review of current situation
-Recommendations
-Projected benefits including productivity increases and/or return on investment

For us, process auditing typically relates to the use of existing CAD software and other related tools including such aspects as:

-Reviewing and analyzing your hardware configurations and performance including both servers and workstations
-File naming conventions & directory structures
-Setup of templates, title blocks, file properties & styles
-Setup & use of standard libraries
-Setup of project files (if applicable)
-Multi-user procedures & setup
-Review of current modeling & drawing techniques
-Exporting of files to other formats
-Identifying need for any additional end user training
-Sharing and passing of data between different systems and internal company departments including FEA, CAM, shop floor, sales and marketing, purchasing, and ERP and other business systems
-Sharing data with other company locations and outside parties such as clients, customers, suppliers and other consultants

Our project scoping services typically relate to the proposed implementation of a new system in areas such as:

-Data/document management and workflow
-Design automation and custom programming
-Facilities management
-System integration (including bill of materials and ERP)

The first step we take in working with you to first gain an understanding of your current situation and operating environment including:

1) Systems and Software
     a) File Types and Application Software
     b) Computer Hardware
     c) Operating Systems
     d) Internet Browsers
     e) Network Hardware and Software
     f) Business Systems
     g) E-Mail System
     h) Databases
     i) Custom Programs
2) Departments and Staffing
3) Workflows and Procedures

Following that, we will study the options that we have available and outline our recommendations including:

1) Proposed Solution
    a) Systems and Software
    b) System Functionality and Benefits
2) Preliminary Project Planning
    a) Estimated Project Scope
    b) Preliminary Implementation Plan and Phases
    c) Required Personnel and Skills
   d) Roles and Assignments
   e) Risk Analysis
3) Project Cost Estimates
   a) Software
   b) Services
   c) Hardware
   d) Ongoing Maintenance and Support
4) Return On Investment

Over the years, we performed these services for a number of customers. In that time, we have discovered that customers who invest the time and money and work with us to perform this type of in-depth project planning and scoping almost always end up with more successful projects and implementations than those who don’t. If this sounds like something that could benefit your organization, please don’t hesitate to contact me or your local Hagerman & Company sales representative.

Detailed Review of Autodesk's FMDesktop Now Available
AECBytes, the popular newsletter and web site for the building and construction industry, has recently published a detailed review of FMDesktop, Autodesk's new software for facility management. FMDesktop provides a very easy and inexpensive way for organizations to put in place and take advantage of computerized facility management. To access the article, use the link below:

http://www.aecbytes.com/buildingthefuture/2007/FMDesktop.html

If you would like more info or a demonstration of FMDesktop, contact your local Hagerman & Company sales representative.
 

 

This page last edited on Friday, December 19, 2008

 

 

e-vol. 52, February 2007

Matt Lane

by Matt Lane
Director of Consulting Services

 

 

 

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