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PMIS solutions

Eight Tips to Successfully Implement a Project Management Information System

How-To | October 29, 2020

This is part three of four in a series of blogs called Tips on Deploying Construction Project Management Software for Your Organization.

Are you about to deploy a new Project Management Information System (PMIS) at your construction organization? Hopefully, you have done the upfront planning to ensure a successful project, and you have carefully evaluated the available technology platforms out there. Now comes the hard part: implementation.

Over my many years helping deploy multiple enterprise PMIS at various construction organizations, I have seen that the implementation phase is a big stumbling point for most teams. You can do all the right planning and select the best technology platform and still fail if you have an inexperienced or under-resourced implementation team.

What do I mean by implementation? This phase includes solution deployment, training, ongoing product management, organizational change management, scope change control, data migration, lessons learned, closeout, archiving, and making sure the ship launches without hitting an iceberg.

A Project Management Information System Implementation Checklist

Here are eight things to consider when implementing your PMIS:

1. Start planning for implementation on day one. Make sure you budget for sufficient resources to support implementation as this is the one area where you do not want to cut costs. Prepare an implementation plan that defines roles and responsibilities, timelines, scope, risks, and change processes.

2. Establish management support. Getting senior-level sponsorship from the initial planning stage through implementation and ongoing support is crucial to your PMIS deployment’s success. Construction organizations are typically matrixed organizations that are highly resistant to change. Having a senior manager as a champion for your PMIS will help cut through bureaucracy, gain buy-in where needed, and clear a path to success across your organization.

3. Address politics. Although a new PMIS should bring organizations closer together, they frequently surface the political strife within a company and expose inefficiencies and mismanagement. Deploying a new PMIS forces change, so prepare for the fallout. While a new system should make everyone’s life easier, it may also mean that some people, even whole departments, lose their power or their jobs. Have these discussions during the upfront planning so that managers have time to align their departments and express concerns.

4. Incorporate organizational change management (OCM). You can never over-communicate during a PMIS implementation, so be sure to incorporate OCM into your implementation strategy. Deploying your PMIS will almost certainly affect other processes, systems, and departments across your organization. And their processes might, in turn, affect your PMIS. Regular communication throughout the entire PMIS selection and deployment process will ensure that your users, and the overall organization, stay informed and aligned.

5. Plan for obsolescence. When I was a project controls manager, I always dreaded when a new senior manager came on board and decided to change everything in their image, which often meant switching to their preferred PMIS. The problem was that the incoming PMIS never dropped anything off our plates. The same processes continued but were now more complicated as the new systems required redundant steps because nobody had the authority to end-of-life the old PMIS. To gain more commitment from your teams, find ways to make their lives easier with the new PMIS by removing redundant tasks, re-engineering outdated processes and systems, and automating when possible.

6. Find the right team. Implementing a PMIS is complicated, and unless you have done it many times before, you should probably look for an external consulting company to support the effort. When selecting an external consulting company to provide implementation services, make sure that they specialize in the technology you are using. Many consultants claim to be experts in every PMIS, but they are just casting a wide net to get any business they can. Take the extra step to evaluate consulting companies; speak to clients that have completed an implementation with the vendor, and give the vendor a test so you can assess their approach as well as their general knowledge of the product. Then compare vendor responses.

7. Avoid staff augmentation vendors. If you choose to contract out your implementation team, avoid staff augmentation. While that may sound like a pretty bold statement, I have never seen a group of staff augmentation contractors pull off a successful implementation. Staff aug companies provide individuals with a limited skill set, and whether it is a successful project or not, they are getting paid. Service companies leverage a more comprehensive range of skills, and they typically structure their contracts around deliverables and milestones, which at least ensures some level of accountability.

8. Pilot first. We recommend this to every one of our clients. Start with one project and get a win before you roll out to an entire organization. Shotgun enterprise-wide deployments often fail. By piloting a single project successfully, you can get buy-in from the project team, who can then help promote it across the rest of the organization. You might also find that the software you chose or the team you selected to implement is not up to snuff during the pilot. Piloting gives you a chance to course-correct before you make too much of a time and monetary commitment.

Get Experienced Expert Help Deploying Your PMIS

I hope the tips above help you with your PMIS journey. If you have not already, be sure to check out our previous blog posts on pre-planning and selecting the right technology for a new PMIS. Stay tuned; in future posts, we will provide tips on best supporting a PMIS.

If you have any questions or are looking for an enterprise PMIS, contact us for a free consultation. Good luck!

Check out more blogs from Tips on Deploying Construction Project Management Software for Your Organization

  • Part 1: Picking the Right Construction Project Management Software
  • Part 2: The Best Technology for Your Project Management Information System
  • Part 4: Supporting a new Project Management Information System

The Best Technology for Your Project Management Information System

How-To | September 24, 2020

This is part two of four in a series of blogs called Tips on Deploying Construction Project Management Software for Your Organization.

How do you evaluate the best technology for a new project management information system for your construction organization? Here are some tips and lessons learned to help you select the right technology solution to fit your needs for at least the next five to ten years or more.

Technology seems to move faster all the time. It is easy to feel overwhelmed when evaluating one solution versus another, especially with something as important – and potentially costly – as a Project Management Information System (PMIS) for your construction organization. You must consider not only whether a given platform will meet your needs today but also if it will be flexible enough to meet them in a year or two. The truth is, not every option on the market today will be supported or updated a few years from now, and that is a significant risk.

The good news is you can make your next PMIS more future proof by asking the right questions during the selection process. My advice, based on helping clients design and deploy solutions to manage construction projects of all sizes, is below. If you have not already, I suggest that you check out my previous post Picking the Right Construction Project Management Software, where I offer tips and suggestions on how to plan your PMIS deployment. This article assumes the planning is complete, and you are now ready to begin the PMIS selection process by evaluating the available technologies.

Technology to Look for in a Project Management Information System

What technologies should you be looking for in a project management information system for your construction team? Here are eleven lessons learned to help navigate the IT landscape:

1. A web-based solution. Believe it or not, there are still PMIS products out there that are server/desktop applications. Any PMIS that is not a web application is not a suitable enterprise solution. With progressive web applications (PWAs) gaining traction (see below), you can expect to see this technology replace desktop apps.

2. An enterprise-grade cloud platform. Be sure to find out where a prospective vendor hosts their PMIS solution. Why does this matter? You do not want a product hosted in a server under someone’s desk or a one-off data center. You want a solution hosted on a leading cloud platform like Microsoft Azure to ensure that your PMIS vendor can provide you with the scalability, geographic localization, and enterprise security that you need. Azure also offers a wide range of additional services such as AI, workflow logic apps, SQL services, and Microsoft 365 to enhance any PMIS. Finally, an established cloud provider like Microsoft has extensive experience serving the enterprise with software and hardware solutions, and directs significant investment into Azure, ensuring that it will be around for years to come.

3. Built by construction professionals. The more construction experience the vendor’s development and implementation teams have, the more likely the product will meet your needs and will deploy successfully at your organization. And if you need any changes to the software, a vendor well versed in construction will be able to understand better or even anticipate your requirements, reducing time and cost to get a successful PMIS up and running.

4. Progressive web apps. An IT revolution underway now is progressive web applications (PWAs) replacing traditional web browser apps. The significant advantages of PWAs over traditional desktop and web browser apps include: 1) PWAs work across any modern browser; 2) there is no app to install on the device; 3) content can be available offline without an internet connection; 4) PWAs can leverage hardware features of the device such as notifications and peripherals; 5) PWAs behave just like a desktop app from the user’s perspective, and 6) PWAs perform faster than traditional web apps since they can take advantage of browser data caching.

5. Integration with Microsoft Office. Microsoft Office is not going away any time soon and is the preferred suite of tools for managing projects regardless of the PMIS used. Ensure that any PMIS you evaluate integrates deeply with the Microsoft Office applications (like Excel and Outlook) that your teams use every day.

6. Mobile and Offline Support. Let’s face it; construction work happens in the field. The PMIS you select must be available online while also having the ability to work offline on any device, even without an internet connection.

7. Email Integration. Most of us spend our days in our email application. Not only is email the audit trail on most projects, but it is also the best way to communicate with internal and external team members. A new PMIS should allow users to perform their day-to-day tasks, such as approving forms and documents, right in their email client.

8. Simple UI/UX. Construction organizations have team members with varying levels of technical expertise. If users cannot get past the user interface, the entire PMIS will be dead on arrival.

9. Technology Roadmap. Ask every prospective PMIS vendor for a technology roadmap of future features and enhancements to the product. You also want to know the frequency of updates made from user community requests. Some companies only make changes to their products every six months, so if you need to customize your solution with a vendor like this, know that you will have to wait.

10. Open APIs – Make sure the PMIS has open APIs that allow integrations with your other systems. A robust, documented API will ensure that the PMIS you deploy does not become a data island that puts your project information in a difficult-to-access silo.

11. Not monolithic. The days of buying a massive software program that costs millions of dollars where you only end up using only five percent of the features are over. Find modular solutions that provide apps and modules that you can assemble into a customized PMIS that supports your needs. That way, you only pay for what you actually use.

Get More Tips and Advice on Project Management Information System Solutions

I hope the tips I shared above help you on your PMIS journey. If you missed it, check out my previous blog post about how to start planning for a new PMIS deployment. In future posts, I will provide lessons learned for implementing and supporting a PMIS.

For more advice on finding the right PMIS and tips to manage your construction projects better, sign up for our newsletter in the footer below. And if you are looking for an enterprise PMIS or have any questions, contact us for a free consultation. Good luck!

Check out more blogs from Tips on Deploying Construction Project Management Software for Your Organization

  • Part 1: Picking the Right Construction Project Management Software
  • Part 3: Eight Tips to Successfully Implement a Project Management Information System
  • Part 4: Supporting a new Project Management Information System

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