Jean-Luc Ozoux

1. The Digital
Transformation of
Progress Measurement
Jean-Luc Ozoux – EcoSys Solution Specialist

2. Confidential2
• Need to know where we are today to understand where we will finish
• Manage stakeholder expectations
• Identify areas of poor performance
• Analyze root causes and take corrective actions
Why is progress measurement important?
An Art Form?
Haphazard?
“Finger in the Air”

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• Measure progress against the plan
• Support Earned Value Analysis
• Calculate performance driven forecast adjustments
What is the purpose of measuring progress?
MEASURE FORECASTON TARGET?

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Where do we need to improve?
• Siloed and disconnected processes and data management
• Too subjective and open to interpretation
• Lack of standardization – no standard rules of credit
• Inefficient manual process with potential for error
• Data intensive – multiple sources requiring consolidation, manipulation and analysis
• Difficult to validate reliability and accuracy of information
• Optimism Bias – reporting “inaccurate” progress especially early in project lifecycle

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The solution is “automated objectivity”
ObjectiveSubjective
Automated
Manual
Efficiency & Accuracy
• Remove silos
• Ability to drilldown into source data
• Auditable progress data
• System driven values
• Standardized processes

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Cost Control
Different Sources, Data and Methods
Schedule
Activity or Task Start
and Finish
Construction Management
Installed Quantities
Design Software
Engineering
Deliverables3D
Information Management
Deliverables
Completions
Materials Management
Materials Requisitions,
Orders & Receipts
ERP
Accruals & Actuals
Progress

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• Best suited for short duration tasks
• % based or rule based completions
• Rule based progress: 50/50, 20/80 or 0/100
Schedule
Activity or Task Start
and Finish
50/50 Rule – Once started task = 50% complete.
Balance earned on completion
20/80 Rule – Used if completion takes longer
0/100 Rule – 100% earned on completion
Standard Adaptor
File import
Standard Requirements
Web Services, APIs
Custom Requirements
Cost Control

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• Cost Ratio method applied for activities occurring
throughout life of project e.g. Prelims, Overhead, etc.
• Invoice only project costs
ERP
Accruals & Actuals
PS
MM
CO
CATS
Project Cost Objects e.g.
WBS, Network Activities,
Orders, etc.
Purchase Orders, Purchase
Requisitions and Receipts
Planed Costs, Actual
Costs, Actual Revenue
Unapproved and
Approved Time
Forecasts
WBS, WBS Status, Network
and Network Activities
Cost Control

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Cost Control
Design
• Track completion of engineering deliverables
based on progress milestones
• Visualize planned and actual progress
Design Software
Engineering
Deliverables3D

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• Track completion of engineering deliverables
based on progress milestones
• Visualize planned and actual progress
Design Software
Engineering
Deliverables3D

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• Tracking status of deliverable packages and
deliverable details
• Managing status; not started, in progress,
complete
Information Management
Deliverables
Completions

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• Procurement driven progress based on material
receipts or contracted milestones
• 10% on PO, 20% on shipment, 30% on delivery,
40% at test and commissioning
Materials Management
Materials Receipts
ProcurementCost Control
Cost Breakdown Structure
Cost Budget
Account Codes
Budget
Commitments (Planned) Requisitions
Commitments (Actual) Material Orders
Actuals (Value of Work Done) Material Receipts
Actuals (Posted) Material Invoices

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• Procurement driven progress based on material
receipts or contracted milestones
• 10% on PO, 20% on shipment, 30% on delivery,
40% at test and commissioning
Materials Management
Materials Receipts

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Cost Control
• CWP Number (WBS Code)
• CWA Number
• Plant
• IWP Number
• Planned Man-hours
• Actual Man-hours
• Planned Start/Finish Date
• Actual Start/Finish Date
• Discipline
• Purpose
• Crew Size
• Best for repeatable tasks. Tasks requiring same
amounts of time, resources and effort
• Zero subjectivity
Construction Management
Installed Quantities
Construction

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• Best for repeatable tasks. Tasks requiring same
amounts of time, resources and effort
• Zero subjectivity
Construction Management
Installed Quantities

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Cost Control
Questions?
Schedule
Activity or Task Start
and Finish
Construction Management
Installed Quantities
Design Software
Engineering
Deliverables3D
Information Management
Deliverables
Completions
Materials Management
Materials Receipts
ERP
Accruals & Actuals
Data Management Options
Desktop/Office Data
Entry
Mobile/Field Data
Entry
Web Services API
3D Laser Scanning
Drones
Radio Frequency
Identification (RFID)
Progress

17. Thank you!
www.ecosys.net
info@ecosys.net