Design Process Workflow

One of the important advantages of Revit is that it simplifies the design workflow, but it can also significantly highlight the flaws in your current process. You will need to analyze current tasks and assign them to a Revit function that can do the same thing or do it better. Keep in mind that it cannot improve all tasks and the newly proposed workflow may require new tasks particular to the use of Revit. It may also require you to adapt some of your current methods to the new tools in Revit.

File Management

File management challenges include file naming, directory structure, and security. Consider access to both new and legacy data along with how it will be stored in a library. Over time, you will have a significant collection of information that can be used between projects. It is critical to design a file and data management plan to bring that information back into a central repository for use on future projects.

Template Configuration

The Revit project template is the most critical part of the implementation process. It is the point in which all projects begin. A well planned template in the beginning will increase productivity for all projects. Planning the configuration of Revit includes: templates, project settings, annotations, families, shared parameters, worksets, line styles, views, import/export, plot settings, and system settings.

Documentation

It is critical that your new Revit workflows are effectively documented. These would include best practices of Revit tools to achieve a clean and standardized model file. That information can be useful for online help, new hire training, and a production manual which will help all team members work effectively in Revit.

Training

A training plan is the most important part of the implementation plan. If you skip training, you will struggle through the project and waste more time in production than you would have in training. Revit requires detailed in-depth knowledge and training will be required on both the software and new workflow processes. Multiple training options are provided in the form of Self-Paced, Outside Classroom, Individual and Group.

Project Initiation Plan

The key to a successful project is assessing each stake holder’s needs and goals and plan how to efficiently use the tools at your disposal to meet these goals. At the start of a project, determine what are the critical project deliverables and milestones. This information will help to establish the scope of the implementation plan, best use of software features, procedures implemented, training needs, and timing. With a project implementation roadmap complete, you can efficiently execute a detailed schedule of tasks required.

Technical Support

There will remain a need for ongoing training, support and mentoring on existing and future projects. Questions will arise about tools, best practices, trouble-shooting, and new software versions. Support for these ongoing questions is available through telephone, e-mail, and in-person.