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Making project information controlled, traceable and usable.

We manage the production, sharing and delivery of models, documents and project data by the right people, at the right time and within defined rules.

The aim is more than storing files. It is to keep project information current, reliable and traceable.

The model is only one carrier of project information.

BIM workflows manage more than models. Documents, issue records, revisions, approvals, parameters, technical data and delivery packages are managed together.

Project information includes models, documents, parameters, issues, revisions, approvals and delivery packages.
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Information management controls who is responsible for content, its version and status, and its intended use.

The right information must reach the right person, at the right time and in the right status.

Information flow through production, checking, sharing, review, approval, updating and archiving.
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  1. 01Produce
  2. 02Check
  3. 03Share
  4. 04Review
  5. 05Approve
  6. 06Update
  7. 07Archive

Information flow is more than file sharing. Version, status, responsibility and approval information must be managed together.

A common data environment is more than a file repository.

WIP, Shared, Published and Archived states in a CDE, with version, ownership and access controls.
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  1. 01WIP / Work in Progress
  2. 02Shared
  3. 03Published
  4. 04Archived

Information controls

  • Version
  • Status
  • Owner
  • Date
  • Approval
  • Access / permissions

The aim is not “one file”, but a controlled, traceable single source of information.

Saying “we will use BIM” is not enough.

At the start of the project, define what will be produced, by whom, for what purpose, at what level of information and in which formats.

BIM Execution Plan covering purpose, roles, model/data scope, information needs, coordination and delivery.
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  • Purpose
  • Roles and responsibilities
  • Model / data scope
  • LOD / information requirements
  • Coordination method
  • Delivery

The BEP is the project’s information roadmap.

Information production needs clear ownership and responsibility.

Responsibilities for producing, checking, approving and using information, with example project roles.
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  1. 01Produce
  2. 02Check
  3. 03Approve
  4. 04Use
  • Who produces it?
  • Who checks it?
  • Who approves it?
  • Who uses it?

Example project roles

  • Employer
  • Design teams
  • BIM management
  • Discipline leads
  • Coordination
  • Contractor / construction
  • Approving parties

Without standards, data becomes harder to control as a project grows.

  • Naming conventions
  • Folder structure
  • Model naming
  • View naming
  • Sheet naming
  • Parameter standards
  • Classification
  • Revision coding
  • Status / suitability
  • Metadata

Model data must follow shared rules.

  • Parameter naming
  • Shared parameters
  • Type / instance distinction
  • Classification
  • Required / optional fields
  • Data completeness
  • Validation

Defining the same information differently across disciplines can cause data loss and inconsistencies during coordination and delivery.

BIM Modeling / LOD and information requirements →

Entered data is not necessarily correct data.

  • Parameter completeness
  • Naming
  • Classification
  • Format
  • Duplicate / conflicting values
  • Revision / status
  • Consistency across disciplines

Information management is more than collecting data. It includes validating data and making it reliable.

Data validation checks for completeness, naming, classification, format, conflicting values, revisions and discipline consistency.
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Identifying the current file should not be a matter of debate.

Version, revision and status distinctions, current information and traceable historical records.
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Version
The history of work and development.
Revision
A formally issued change.
Status
The intended usage status, such as WIP / Shared / Published / Superseded / Archived.

The current information that is valid for use must be clearly identified.

Previous information is retained as a traceable historical record rather than deleted.

Delivery is more than sending files.

  • Model
  • Documents
  • IFC
  • PDF
  • Data tables
  • Issue records
  • Revision history
  • Delivery manifest

The contents, structure and checking criteria for the delivery package must be defined at the start of the project.

Automation can support repetitive checks.

Checks

  • Naming checks
  • Parameter completeness
  • Model health checks
  • Schedule / data checks

Batch export · QA reports

Tools

  • Dynamo
  • Custom Revit tools
  • Scripts / automation
  • AI-supported workflows where appropriate

Human judgement

  • Engineering assessment
  • Exception management
  • Approval
  • Final decision

Automation does not replace engineering judgement; it makes repetitive checks more consistent and efficient.

Process and data management deliverables tailored to project requirements

  • BEP / process documentation
  • Naming & data standards
  • CDE structure recommendations
  • Model / file naming standards
  • Parameter matrix
  • Validation rules
  • QA checklist
  • Delivery requirements
  • Information exchange rules

Not all these deliverables are required on every project. Scope is defined by project requirements.

Technology and data environments

  • Autodesk Revit
  • Navisworks
  • Autodesk Construction Cloud
  • IFC / openBIM
  • Dynamo
  • Custom Revit tools
  • Automation
DFL / BIM Process & Data Management

The value of a BIM process depends on how well its information is controlled.

Let’s define the project information structure, roles, delivery requirements and checking processes together.

Let’s assess your project