Search

Document Management

6 Tips to set up your CDE

By Charlotte Callaert 4 min 28 tháng 5, 2024
6 Tips to set  up your CDE | Bricsys Blog

Managing a large project with diverse stakeholders? Seamless collaboration is your key to success. One of the easiest ways to manage your construction documentation is with a Common Data Environment (CDE) like Bricsys® 24/7.

Here are six key things to remember when starting a new project to set your CDE up for success!

1. Data Ownership

You can ensure the data in your CDE is consistent, high quality, and secure by establishing clear data management policies and procedures. Define each stakeholder's role and responsibility for data management, including data ownership (project owner, admins), access controls, and data lifecycle management. It's best to consider implementing security measures to protect sensitive information (MFA) and assure compliance with relevant regulations (e.g., GDPR, ISO 19650).

2. Facilitate Access Control and Account Permissions

Version Control and Revision Management

You should define detailed access control and permissions settings within your CDE to restrict access to sensitive information and ensure that only authorized users can view, edit, or share specific data. Then, implement role-based access control processes to assign appropriate permissions based on each user's role, responsibilities, and project requirements. Ensure you regularly review and update access control settings to reflect changes in project users or requirements.

3. Understand the Data Lifecycle Management of your Projects

Data lifecycle management in a CDE requires careful planning, coordination, and oversight to ensure that data is effectively managed, protected, and utilized to support business objectives while maintaining compliance and security standards.

G2CM FI406 Learn Article Images--Data Lifecycle Management- Infographic image2 V2b
Source: G2.com

The data lifecycle has the following process:

  • Data Creation
  • Data Storage
  • Data Usage: Processing, Analysing, Sharing, Collaborating
  • Data Archiving: Retention and Compliance
  • Data Deletion

4. Compatibility Between Systems

Compatibility is vital; for your projects to run smoothly, it's imperative that you have access to your project documentation when you need it. Ensure your CDE supports interoperability among software applications and file formats commonly used in construction projects, such as Building Information Modeling (BIM) software, CAD tools, and project management platforms. Another consideration is whether your CDE utilizes industry-standard data exchange formats (e.g., IFC) and interoperability standards to facilitate seamless data exchange and collaboration among project stakeholders.

5. Version Control and Revision Management

Facilitate Access Control and account Permissions

To ensure your team is on the same page, implement version control and revision management processes to track changes in project documents, models, and other data within your CDE. We recommend using version control software or platforms to maintain a single source of truth, track revisions, and ensure all stakeholders can access the latest information. Establishing workflows and approval processes should also be considered to manage changes effectively and improve communication. Workflow templates are helpful for defining standardized approval processes for document review, approval, and distribution.

6. Collaboration and Communication

You can facilitate collaboration and communication among project stakeholders by providing tools and features that support real-time communication and document sharing within your CDE. Cloud-based collaboration platforms, or project management software, with features likeinstant messaging, document sharing, task management, and workflow automation, encourage active participation to improve project outcomes.

These considerations will help you establish a robust Common Data Environment that supports collaborative construction projects, enhances communication and coordination among project stakeholders, and improves project delivery efficiency and quality.

Watch the video!

Watch the webinar (in Dutch) to learn more about how you can set up your CDE for success!

Want to learn more about Bricsys® 24/7?

If you're curious about what else you can do in Bricsys 24/7, check out our YouTube channel or take a peek at the rest of the Bricsys blog to learn more!

Have you used Bricsys® 24/7 and have some ideas or suggestions?

Fantastic! We love hearing your thoughts – all feedback is welcome, whether good or bad. The best way to tell us what you think about Bricsys 24/7 is to send us a support request; our support team will gladly help.

Get started with Bricsys® 24/7 today!

Try Bricsys 24/7 today and get started with your common data environment!

Ellipse 34.png

by Charlotte Callaert - Customer Success Manager, Bricsys 24/7

LinkedIn Icon Blue

I'm Charlotte, the customer success manager for Bricsys 24/7 passionate about software and international business. As a CSM at Bricsys, my goal is to ensure our customers are happy and stay happy. I'm a "jill of all trades", working on many different projects including: 1 on 1 customer training, webinars, events, and blogs while also meeting customers on a regular basis. Always open to having a chat!

28 tháng 7, 2022 5 min

Data Challenges and Collaboration in Construction Projects

Real-time access to project data on a construction site can be the difference between a job finishing on-time and on-budget or running over. To streamline their workflows, construction professionals are increasingly turning to technology for innovative ways to improve collaboration, enhance communication and reduce error.

25 tháng 3, 2024 4 min

What's new in BricsCAD® Lite and Pro V24.2

In the latest update, BricsCAD® V24.2 brings many new and enhanced features to elevate your 2D drawing creation. We have introduced a more intuitive user experience, improved performance and stability, and added new and enhanced features to boost your productivity further. This release delivers workflows to facilitate the precision and versatility you need for your 2D drafting and design projects to run smoothly. 

15 tháng 4, 2024 3 min

BricsCAD® Pro V24.2 - Performance Improvements

BricsCAD V24.2 is here, bringing with it a suite of performance improvements that promise to boost efficiency and stability. Tailored for drafters, designers, and fabricators across all industries, the latest version focuses on accelerating the creation of detailed design documentation essential for building, fabricating, and manufacturing processes. Let's take a closer look at the enhancements in V24.2 that will accelerate your time to deliverable.

Follow us on social media