UNIFIER User Exxperience
UNIFIER User Exxperience
UNIFIER User Exxperience
On‐Going
Implementation Phases
Maintain
Select Implement Stabilize Evaluate Improve
Improve
Gather
Prototype Configure Pilot Deploy
Requirements
Self Evaluation
■ Figure out what’s important to the users and the “Business”
■ Process map from cradle to grave – SIPOC
▪ First, figure out what’s actually done in the process, not what should be done
▪ Understand who ALL the players are and what they do
■ Understand the scenarios and find the gaps
■ Refer back to the Critical Success Factors and goals of the
original initiative.
■ Identify must haves
▪ Keep an open mind – don’t get stuck in the status quo
▪ Separate out the nice to haves
▪ Weight and prioritize them – let the users vote to determine this
▪ Don’t forget the low hanging fruit – nailing these can have a significant effect
on user acceptance
Know All the Players and What They Do
Us Everyone In Between Them
Fax, Email, Mail, In Others In Their
Performed in My System Phone Call System System
(The Black Hole)
Document Send Answers & End
Distribution Change Doc’s
Final
Initial Approval
Questions Submit Requests Review
Initial
Initial Approval
Schedule Submit Schedule Answer
Extention
Impacts
Design
Final Team
Answer Submits
Cost Submit Change
Impacts Request
End
Payment Submit Payment
Needs Request
Electrical
Mechanical
Drywall
Masonry Earthwork
Painting
Landscaping Site Concrete
Plaster
Paving
Tile Stonework
Doors &
Windows Hardware
Metal Panels FFE
Structural Steel
Structural
Rebar A/V Systems
Concrete
Structural
Precast
EIFS Louvers Network
Roofing
Systems
Siding
Architectural Equipment
Metals
Keeping Everyone Involved
(Many Inter-module Connections)
Final
Initial
Submit Requests Review
Approval
Initial
Initial Approval
Submit Schedule Answer
Extenstion
Design
Final Team
Answer
Submit Change Submits
Request
End
Submit Payment
Request
Single Document Manager
The Must Haves
■ Simplify the Workflows or Add New BP’s
■ Consolidate or Eliminate BP’s
■ Expand user base to include more external users
■ New Workflows
■ New Forms
■ Eliminate Fields
■ Add Fields
■ Minimize or Add Dynamic Data Sets (DDS)
■ Remove auto-creates
■ Add auto-creates
■ You get Prod and uStage, but if you want a place to really test:
▪ Development – for a sandbox environment, the ‘Playground’.
▪ Training – a place you can train your users as well as external users on
what is currently in production
▪ Testing – with integrations it is best to have a separate environment
where you can keep the upgrade testing running concurrently
■ Refresh your non-Prod environment(s) often.
▪ Facilitates troubleshooting when you have more recent data to look at
where you can see what something looked like before a config push or
a change in data.
Test, Test, and Test . . .
Don’t fall into the shiny ball trap, What are your
gaps, Addressing the Easy vs. Effective
Some Alternative Technologies
■ Bluebeam
■ Box
■ Native Mobile Apps
■ Sharepoint
■ BIM 360 Field & Glue
■ Word Press/You Tube
■ UPK
■ Web Development
■ Etc.
Unifiers Future in Construction