SUCCESS PLAN (MIDDOUGH) Graitec Success Plan 2023-24 Middough| Washington, United States of America Sherry Huling | Customer Success Manager
OUTCOME Strategic, Measurable, Attainable, Reasonable and CHARTING Timebound Goal Aligned to Your Business WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan) Middough| Washington, United States of America Sherry Huling | Customer Success Manager
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 OUTCOME Graitec has differentiated itself from other technology providers by focusing on S.M.A.R.T. outcomes with its clients. These are STRATEGIC to the business, MEASURABLE in impact, ATTAINABLE given the resources, REALISTIC with the technology and TIMEBOUND. Overview Profile Outcome Details Founded in 1950 as a consulting engineering company, Partner with Middough to Enable Them Strategy: Middough has been known for quality performance and to Deploy a New Service Offering in 2024 leadership. Today Middough is a full-service project solutions Develop a new service offering in the region that firm providing consulting, planning, design, architecture. Providing Digital Twins as part of its differentiates Middough against competition EPCM business Middough provides major project solutions and consulting by Measure: combining the experience, expertise and reach of a large EPCM firm with the flexibility and customer focus of a local service Capable by due date HQ: Cleveland, Ohio, United States Attainable: Factors With the resources from Middough engineering and Green new deal and similar energy focused programs are creating more incentives for regional companies to invest in green energy. I.T. and our consulting and support services we have a core team identified Jacobs, AECOM and Worley are starting to encroach on the EPCM market more as market conditions change making the energy industry ripe for disruption Realistic: Middough is currently assessing themselves and looking to create a corporate digital strategy that will help ensure they continue to Several technologies including BIM will be needed and win more project bids and differentiate themselves from the competition further. are available, some integration service may be needed using Autodesk Forge Timebound: May 2024 WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
IMPACTS AND Impacts are measurable and timebound MILESTONES milestones towards a strategic outcomes WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan) Middough| Washington, United States of America Sherry Huling | Customer Success Manager
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND IMPACTRSecognize oImpppoarcttusnaitrye meaRseuseraabrclhe events that yield eDietchiedre a&nPeawy capability or oAfcfecerisnsg&tThoaltl makes large adAvdaonpct,eMmaennatgteo&wards a speRciefnieedw,oEuxtpcaonmd,e& Evaluate & Try Optimize Advocate Success Planning First Impact Second Impact Third Impact Kickoff IRC IRC IRC CURRENT STATE OUTCOME 15 days 30 days 45 days 60 days 80 days 90 days 120 days 160 days DIF KICKOFF ASSESS SCOPE DELIVERY IMPLEMENT TRAIN HEALTHCHECK Conducted Launch BIM Standard Workflows Service Plan Autodesk Tandem Workflows Assessment - MILESTONES - WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND MILESTROeNcoEgnSize opMpoilretsutnoitnyes areRtehseeaercnhgagements that drDiveecipdreo&grPeasys towards the fiArsctceasnsd&sTuobllsequent impactAsdopt, Manage & Renew, Expand, & Evaluate & Try Optimize Advocate DIF (Digital Innovation Framework) KICKOFF (Launch the Success Plan) IRC (Impact Review Call) A consulting practice for driving sustainable change, increasing efficiency and This is the critical engagement to develop the plan for delivering the successful The impact review call will highlight the impacts currently made towards progress of competitive advantage by focusing on internal processes and business outcomes of outcome for the client. It is composed of several Graitec pillars to ensure the the success plan outcome. It will also focus on highlights and lowlights and key the client. successful delivery of a SMART outcome: takeaways from the success plan delivery. All project stakeholders are invited to Outcome charting come and participate and celebrate the important milestones and refocus towards This is a critical engagement that allows clients to assess the technology, markets and Determination of Impacts and milestone engagements delivery. (At Completion of Impacts) trends allowing them to determine the right outcome(s) needed by their business Governance and Delivery of technology and services Support and Resources needed over time Contextual examples, demonstrations and success stories can be used to help qualify and quantify expected impacts to the business (FIRST 30 DAYS) (FIRST 15 DAYS) WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND MILESTROeNcoEgnSize opMpoilretsutnoitnyes areRtehseeaercnhgagements that drDiveecipdreo&grPeasys towards the fiArsctceasnsd&sTuobllsequent impactAsdopt, Manage & Renew, Expand, & Evaluate & Try Optimize Advocate ASSESS (BIM Standards) IMPLEMENT (Autodesk Tandem) Critical for a digital transformation that can support a digital The plan moves into the implementation phase, where twin capability an understanding of current capability is needed consultants execute the agreed-upon services. This involves to minimize project risk. A Combination of assessment and activities such as conducting additional research, data analysis, surveys aimed to highlight the current level of BIM skills, deploying solutions, designing frameworks or systems, and understanding and capacity across teams will be done and providing expert guidance or recommendations. (FIRST 90 DAYS) summary of findings reported. Workflows will be identified for efficiency gain. (FIRST 45 DAYS) TRAIN (Workflows) SCOPE (workflows) Training focused at the workflow level specific to Middough’s specific Digital Twin specifications, This will focus both on Critical for a digital transformation that can support a digital administration and also user level use-cases. (FIRST 120 DAYS) twin capability an understanding of current capability is needed to minimize project risk. A Combination of assessment and HealthCheck (workflows) surveys aimed to highlight the current level of BIM skills, understanding and capacity across teams will be done and Critical for a digital transformation that can support a digital summary of findings reported. (FIRST 60 DAYS) twin capability an understanding of current capability is needed to minimize project risk. A Combination of assessment and DELIVERY (Service Plan) surveys aimed to highlight the current level of BIM skills, understanding and capacity across teams will be done and Utilizing the information gathered from both the assessment and summary of findings reported. (FIRST 160 DAYS) scoping engagement a comprehensive delivery plan will be presented for final approval to Middough. (FIRST 80 DAYS) WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND IMPACTRSecognize opBpeofroturenithy e firsRt eImseparaccht this is the currentDsetcaidtee o&fPBaIyM and its impleAmcceenstsa&tioTnolland operation iAndtohpet,bMuasinnaegses& Renew, Expand, & Evaluate & Try Optimize Advocate Broken Poor Average Good Innovative Design Efficiency Design and data creation and accuracy Collaboration and Coordination Workload sharing and load balancing Simulation and Analysis Data generation, metrics and interpolation Standard(s) and Operating Procedure Conformance to industry protocols Communication and Delivery Proficiency in production of deliverables Broken: Loss of work and or data, impact to work processes and open to security risks Poor: Manual intervention, rework and or recreation of Design or data needed Average: Features and capabilities yield desired result with minimized risks to performance and data Good: Efficient by industry standards, leverages BIM approach to data sharing and reuse of intelligent data Innovative: Best in class, incorporating cloud-based solutions and collaborative load balancing and 4D and 5D data WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND IMPACTRSecognize opApfotretrunthitey first IRmespeaacrcththis is the current sDtaecteideof&BPIMay and its implemAecncetasstio&nToalnl d operation inAthdoepbt,uMsianneasgse & Renew, Expand, & Evaluate & Try Optimize Advocate Broken Poor Average Good Innovative Design Efficiency Design and data creation and accuracy Collaboration and Coordination Workload sharing and load balancing Simulation and Analysis Data generation, metrics and interpolation Standard(s) and Operating Procedure Conformance to industry protocols Communication and Delivery Proficiency in production of deliverables Broken: Loss of work and or data, impact to work processes and open to security risks Poor: Manual intervention, rework and or recreation of Design or data needed Average: Features and capabilities yield desired result with minimized risks to performance and data Good: Efficient by industry standards, leverages BIM approach to data sharing and reuse of intelligent data Innovative: Best in class, incorporating cloud-based solutions and collaborative load balancing and 4D and 5D data WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
GOVERNANCE Impacts are measurable and timebound AND DELIVERY milestones towards a strategic outcomes WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan) Middough| Washington, United States of America Sherry Huling | Customer Success Manager
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND GOVERRNeAcoNgnCizEe oppoTrhtueniidtyentifieRdesteeaarmch, roles and schedulDeefcoidrem&aPnaayging the deliverAycocef stsec&hTnoolllogy and solutioAndsopt, Manage & Renew, Expand, & Evaluate & Try Optimize Advocate Name Title Department Decision Part of Goal / Role Contact I.T. Maker Delivery Mike Szalkowki Department Manager Engineering Yes No No interuptions to current [email protected] Middough VDC Manager Graitec processes CSM Graitec No George Aslanidis Graitec Yes BIM standard gets adopted [email protected] Middough Strategic Account Manager Graitec No internally Consulting Sherry Huling Yes Support [email protected] Graitec Project Manager No No Support [email protected] Chris Van Eldik [email protected] Graitec No Yes Integration and Implementation [email protected] Anthony Zuefeldt Graitec No Yes Service Delivery Tracking Clint Sirko Graitec WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND GOVERRNeAcoNgnCizEe oppoTrhtueniidtyentifieRdesteeaarmch, roles and schedulDeefcoidrem&aPnaayging the deliverAycocef stsec&hTnoolllogy and solutioAndsopt, Manage & Renew, Expand, & Evaluate & Try Optimize Advocate D.I.F. (Digital Innovation Framework) All Stakeholders are needed to get an agreed upon outcome(s) for the focus of a success plan KICKOFF (Launch the Success Plan) All Project and Delivery personnel needed for check-in, stakeholders are encouraged Bi-weekly Check-in Calls Project and Delivery personnel and identified specialists I.R.C. (Impact Review Call) All Stakeholders, Project and Delivery personnel encouraged, guests from both organizations may also be included Escalation POC Graitec CSM and Support channels Middough designated project manager WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND DELIVERReYcognize oppoSreturvniictyes neeRdeesedafrochr successful outcomDeecdiedeliv&erPyay Access & Toll Adopt, Manage & Renew, Expand, & Optimize Advocate Evaluate & Try IMPLEMENT (Autodesk Tandem) first 90-days TRAIN (Workflows) first 120-days RACI Delivery to be done by Graitec Consulting Training to be delivered by Graitec Consulting CSM Consultant / SME Accountable Responsible BIM PSO (Autodesk TANDEM): BIM-Training Level 303 (Autodesk TANDEM): Scope Modifiers • Define Project Requirements: Start by thoroughly understanding the project • Digital Twin Architecture and Components: Understanding the architecture of a digital requirements and objectives. twin system. Key components: physical asset, virtual model, data integration, and Model Scope: analytics. Data acquisition methods and sensors for capturing real-time information • Establish a Project Template: Develop a standardized project template that If BIM models require extensive library changes, this could require includes pre-defined settings, families, and views to maintain consistency • Creating and Developing a Digital Twin: Data collection techniques: scanning, sensing, additional product offering such as Revit and or Navisworks. throughout the model. This template should align with industry standards, and IoT integration. Data preprocessing and cleaning for digital twin development. Would recommend standardizing on AEC Collection company guidelines, and project-specific requirements. It can include elements Building a virtual model using CAD, BIM, or simulation software such as shared parameters, material libraries, and annotation styles. Training Scope: • Data Integration and Visualization: Techniques for integrating real-time and historical If level of current user struggles with current processes, some • Create a Structured File Organization: Establish a logical and consistent file data into the digital twin. Visualizing and analyzing data using visualization tools and standard BIM training may be required on such products as Civil organization structure to ensure efficient management and sharing of project data. techniques. Interpreting and extracting insights from the digital twin data 3D, Revit and AutoCAD Use a clear directory hierarchy with well-defined folders for different project elements, such as architectural, structural, MEP (mechanical, electrical, plumbing), • Simulation and Analysis with Digital Twins: Simulating and emulating real-world WbD Blueprints & Autodesk Assets and shared components. scenarios within the digital twin. Conducting performance analysis, optimization, and Handoff to CS | Sales/CS Checklist | SAA | Account Planning, SBI what-if scenarios. Evaluating and validating design alternatives using digital twins • Develop Component Libraries: Build a comprehensive library of BIM components (families) relevant to your project. This includes components for walls, doors, • Digital Twins for Predictive Maintenance: Principles of predictive maintenance using windows, structural elements, MEP fixtures, and more. Ensure that the families are digital twins. Monitoring and analyzing asset performance in real-time. Predicting failures accurately modeled, parametrically adjustable, and contain relevant data. and implementing proactive maintenance strategies • Implement Quality Control Procedures: Establish quality control procedures to • Digital Twins for Project Delivery: Principles on digital twin delivery aims to empower verify the accuracy, integrity, and compliance of the BIM model. This includes users with the necessary tools and resources to leverage the digital twin technology for regularly checking for clashes, validating dimensions and constraints, and ensuring decision-making, analysis, optimization, and performance improvements in various compliance with standards and regulations. domains such as manufacturing, construction, energy, and more. • Install and Test Autodesk Tandem: Ensure activation, test BIM workflows and test model LOD control and accuracy WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
SUPPORT AND Impacts are measurable and timebound RESOURCES milestones towards a strategic outcomes WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan) Middough| Washington, United States of America Sherry Huling | Customer Success Manager
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND SupporRtecognize oppoMrtuunltiit-ytieredRseuspeaprochrt for product and sDeercviidcees&foPacyused on your ouAtcccoemsse&s Toll Adopt, Manage & Renew, Expand, & Optimize Advocate Evaluate & Try Graitec Support Client Success Manager CSM RACI Accountable On-Demand Support Account CSM Support Specialist Graitec dedicated support: Graitec dedicated CSM Responsible • GRAITEC can supply a dedicated support desk to you and your team providing you piece of • Dedicated to the success of your business and the success plan, By having a dedicated CSM, Contacts mind. Our support contract is available for a team and not just an individual, with the support your organization can ensure that Middough can achieve their desired outcomes. contract entitling users to 10 hours of telephone support. When the support contract is close Graitec Support: to the 10 hours, we will notify you to discuss options around renewing should you require • The CSM will work to be proactive to any support issues that might occur due to their [email protected] additional support. knowledge of the industry, product and or services being delivered 303-524-5489 • Our helpdesk provides support on all the mainstream Autodesk products in addition to our • The CSM will also function as the POC for escalation to Graitec. All issues that arise should be Middough CSM: GRAITEC IP products and is focused on the success of clients with SMART outcomes. through your dedicated CSM who will have access to the great support and services [email protected] organization at Graitec. 304-565-9845 Basic Support Predictive Support Assisted Support Outcome Support Resources: https://asti.com/support/ , Aggressive SLA response to issues as Get in front of issues through our Remote access to customer Single Point of Escalation to resolve they happen curated content of known issues environments allow for faster technical, service and training issues resolution of enterprise issues WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
1 Outcome Charting 2 Impacts and Milestones 3 Governance and Delivery 4 Support and Resources 5 DISCOVER CONSIDER BUY ONBOARD USE EXTEND ResourcReecsognize oppoInrtduunisttyry leadReinsegarrecshources that align toDetchiedesu&cPcaeyss plan and outcAocmceess & Toll Adopt, Manage & Renew, Expand, & Optimize Advocate Evaluate & Try 1.Digital Twin Consortium (digitaltwinconsortium.org): The Digital Twin Consortium is a leading Digital Twin Maturity Model (AUTODESK) organization dedicated to advancing the adoption and development of digital twin technology. Their website offers a wealth of resources, including research papers, case studies, webinars, and industry insights. It serves as a hub for information on digital twin implementation, best practices, and emerging trends. 2.\"Digital Twin Technology: A Comprehensive Overview\" by Almir Karabegović et al. (doi.org/10.3390/s21010159): This research paper, published in the Sensors journal, provides a comprehensive overview of digital twin technology. It covers various aspects, including the concept, architecture, applications, challenges, and future directions of digital twins. It offers in-depth insights for both researchers and practitioners. 3.Digital Twin Magazine (digitaltwinmagazine.com): Digital Twin Magazine is an online publication dedicated to digital twin technology. It features articles, interviews, case studies, and thought leadership pieces from industry experts and practitioners. The magazine covers a wide range of topics, including digital twin implementation strategies, real-world use cases, and technological advancements. 4.Digital Twin Technology and Its Impact on Industry (https://www.youtube.com/watch?v=ObGhB9CCHP8&t=2s): This video by the World Economic Forum explores the concept of digital twins and their impact on various industries. It features discussions with industry leaders and experts, providing valuable perspectives on the benefits, challenges, and future potential of digital twins. The video offers a concise and engaging introduction to the topic. WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
APPENDIX Impacts are measurable and timebound milestones towards a strategic outcomes WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan) Middough| Washington, United States of America Sherry Huling | Customer Success Manager
APPENDIX WWW.GRAITEC.COM | © 2023 Graitec, Incorporated (Success Plan)
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