General Questions
This is a great place to ask those general questions that don’t fit in other specific groups.
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Workflow “Quality Control” – what’s your process?
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Workflow “Quality Control” – what’s your process?
Currently my workflow has 4 basic steps:
1. Complete Takeoff in Revu
2. Export Markups List as a .CSV and wash data using Power Query in Excel (thank you @Doug McLean )
3. Import into B2W (our estimating package – AKA Bid 2 Win)
4. Refine the estimate in B2W and prepare proposal
On a recent proposal I found an issue where I identified an additional area of pavement mill & overlay after step 2 above, so the additional quantity didn’t make it into my .CSV export and into B2W with my import. I missed adding it after the import was complete.
While it isn’t going to make or break the job, I’m embarrassed that I allowed it to happen. I’ve added a line into my “Bid Process” spreadsheet that indicates “ENSURE THAT ANY QUANTITIES MEASURED AFTER EXPORT FROM REVU/IMPORT HAVE BEEN UPDATED”, but figured it would be worth asking the community how you avoid/check to catch these type of issues.
Thoughts?
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8 Replies
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Points: 23,739Rank: UC2 Brainery Brown Belt III
I always have checklists. They get so long, that I have categories and sub-categories🤣.
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Points: 26,754Rank: UC2 Brainery Advanced Brown Belt
I’m at just under 160 steps in my process @troy-degroot ….
There is more detailing to be done though… 🙂
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Points: 15,212Rank: UC2 Brainery Advanced Blue Belt
The best part about Power Query is that you can simply refresh it once you have a new Markup Summary
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Points: 15,212Rank: UC2 Brainery Advanced Blue Belt
(I subscribe to the GIGO philosophy)
My QC starts right when I’m building my tools. If they’re set up right, so many steps become easier all the way through the process.
Reviews at certain steps. Although check points don’t improve quality, they do make sure that its right before it passes to the next step.
I keep a standard BatchConfig file to consistently output only the required data.
Regular updates. Always be looking for ways to improve.
Team reviews. We always review all of our bids as a team. It really helps in making sure that you have everything
Above all else, don’t try to be perfect. You’ll make a mistake. Learn from that mistake, and try not to make it a second time.
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Points: 26,754Rank: UC2 Brainery Advanced Brown Belt
“Above all else, don’t try to be perfect. You’ll make a mistake. Learn from that mistake, and try not to make it a second time.”
I may have to print that out and hang it on my wall @Doug McLean
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Points: 23,739Rank: UC2 Brainery Brown Belt III
A team review is a great training opportunity as well. new people, new tools, new workflows. You make the most progress with an implementation when you show what’s possible beyond the current.
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Points: 15,212Rank: UC2 Brainery Advanced Blue Belt
Funny you should mention that because that happened this past week.
We had a really odd set of plans from an apartment complex where the elevations didn’t make sense. So we tried to do an overlay with the 1st 2nd and 3rd level floor plans to try and figure it out.
For whatever reason the gridlines weren’t lining up properly using the Overlay, so I switched over to using snapshots.
All of my team are reasonably good Revu users, but I don’t think I’d ever shown them this technique before and it was pretty cool.
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Points: 26,754Rank: UC2 Brainery Advanced Brown Belt
We basically have 2 teams with 1 person on each team. I try not to talk to myself too much so the “team reviews” are pretty quick with little opportunity to show new tool approaches… 🙂
I rely on my UChapter2 “team” for sharing of innovative ideas…
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