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3 Tips to Improve Common Data Environment Adoption by Ex-Information Managers

Written by Asite | 09-Jan-2025 08:35:19

Asite’s team of ex-Information Managers share their tips on CDE adoption having sat on both sides of the fence.

In today’s construction landscape, adopting a Common Data Environment (CDE) isn’t just a technical upgrade—it’s foundational to project success. When implemented effectively, a CDE centralizes project information, streamlines collaboration, and ensures compliance at every stage of construction. 

But while a robust CDE can simplify processes, its full value can only be realized when everyone—from subcontractors to site managers—actively uses it. 

In this blog, Asite’s ex-Information Managers from the AEC industry share their tips for CDE adoption, drawing from their experience on both sides of the fence.

The challenge: getting teams to use the CDE 

For Information Managers on projects, ensuring information compliance and providing efficient documents, which then become critical handovers can feel like an uphill battle. Subcontractors might avoid uploading critical documents to the CDE—whether due to lack of technical knowledge, resistance to change, or frustration with unfamiliar systems. 

The result? Teams are left chasing files, manually inputting missing information, and struggling to maintain compliance—all of which wastes time and increases risk. 

 

 

Why CDE adoption is business-critical 

CDE adoption isn’t just a nice-to-have. It’s essential to: 

  • Keep projects on track.
  • Ensure design integrity and compliance.
  • Avoid costly delays caused by missing or misplaced information

However, the right CDE alone isn’t enough. Successful adoption depends on having the tools, training, and processes to support its implementation. As an Information Manager, it’s your responsibility to champion these resources to ensure your teams are equipped for success.

 

 

3 tips for improving CDE adoption 

Driving the adoption of a Common Data Environment (CDE) requires more than simply introducing the software—it demands strategic approaches to empower teams with confidence as users. Here’s how you can boost adoption across your projects: 

 1. Ensure teams are properly trained

Effective training is more than a one-time onboarding session. It’s about providing stakeholders with ongoing, relevant learning opportunities to build confidence and ability in using the CDE. 

“Teams need a consistent approach to training around CDEs. It’s not a one-and-done box-tick exercise. Microlearning—focusing on small, hyper-relevant use cases—builds user confidence and ensures adoption.”

- Javed Edahtally, a seasoned ex-Information Managment Lead and Digital Transformation Lead – CDE and Playbook at Asite.

Javed’s top tips for a successful CDE implementation and deployment 

Adopt microlearning: Break training into digestible, role-specific sessions. For example, focus on how project managers can track approvals or how engineers can streamline document retrieval. Starting small will help to build trust between the user and the software. 

Invest in self-learning tools: Provide e-learning resources or create easily accessible user guides on your company intranet. Empower users to self-serve and find the help they need when they need it. It isn't uncommon for someone to be introduced to a software and then not use it for 2 months. Self-learning enables teams to find the answers when they need it.  

Leverage power users: Tap into your team’s CDE champions to develop hyper-specific knowledge packs tailored to your organization’s workflows. These users should be recognized for their importance in software rollout. 

 

2. Embed CDE Usage into Core Processes

For your Common Data Environment (CDE) to be truly effective, its usage must be embedded into your core processes to encourage consistent adoption and long-term success. 

“Any software is only as good as the processes you put in place around it.”

- Phil Hannabus, Solutions Engineer at Asite.

Steps to Integrate the CDE Into Core Processes 

To successfully integrate your Common Data Environment (CDE) into your processes, you must involve your stakeholders in process creation. Engaging with your teams who will use the CDE fosters ownership, ensures practicality, and addresses potential roadblocks early on.  

Once workflows are set up, apply the 80/20 rule—design processes that cover most use cases and test them thoroughly to find and address any outliers. Continuously refine these workflows based on real-world feedback to maintain their effectiveness. Additionally, a continuous improvement framework, such as the Business Excellence Model (EFQM), should be adopted to create a cycle of review and refinement. Facilitating regular workshops and ongoing engagement sessions can help fine-tune processes as project needs evolve, ensuring the CDE stays a vital part of your operations. 

Tips for Embedding CDE Usage

  • Ensure that the CDE is the Single platform to access and Source the Truth: Ensure that key workflows, such as RFIs, document approvals, and design changes, are routed exclusively through the CDE. 
  • Set clear protocols and enforce them: Set up rules, like “All design rejections or updates must be uploaded within 24 hours,” to create consistent habits across the team. 
  • Introduce Changes Gradually: Roll out new processes incrementally—whether by department or in stages—to check their impact before full implementation. 
  • Change Management: Ensure you keep a clear record of the changes requested, why they are needed and who approved them 

Once processes are set up, it’s essential to communicate their importance and limitations. Teams should understand not just how the CDE integrates into their work but also why these processes exist. Assign process "guardians" to keep oversight and ensure compliance, reinforcing the CDE’s role as a cornerstone of your project management approach. 

By embedding the CDE into your workflows and refining processes continually, you’ll drive consistent adoption and maximize its potential. 

 

3. Simplify Information Upload with the Right Tools

If using the CDE feels too cumbersome, teams won’t adopt it. Choosing the right tools to complement your CDE can remove these barriers. 

Though the CDE might be complex on the surface there are tools on the market which are making CDEs more accessible for stakeholders.”

- Javed Edahtally, a seasoned ex-Information Managment Lead and Digital Transformation Lead – CDE and Playbook at Asite.

When choosing a CDE, there’s often a trade-off between simplicity, complexity, and flexibility. It’s a balancing act, as no solution can perfectly provide all three. 

  • Overly Simple CDEs: Simplicity, though appealing, can limit functionality, making the platform unsuitable for dynamic project requirements.  
  • Overly Flexible CDEs: While flexibility can cater to diverse workflows, teams can need more training as they are more complex. 

However, a middle ground exists. Some CDEs now offer plug-ins or layers that enhance usability, making them more accessible to wider teams. 

For example, Asite’s Playbook provides user-friendly interfaces that simplify project information delivery plans (PIDPs) management. Information Managers can assign tasks to teams or individuals, who can then drag and drop files into designated placeholders created. This user-friendly interface also provides a real-time overview of the information delivered in PIDPS, so teams can track progress without chasing teams for up-to-date site information. 

Features to look for in a CDE to support adoption:  

  • User-friendly interface: Opt for systems with drag-and-drop functionality, bulk uploads, and automatic metadata tagging. These small features significantly reduce friction. 
  • Seamless Integration: Look for platforms that integrate with your existing tools, allowing data to transfer effortlessly without manual intervention.
  • Visual Workflow: Being able to visualize automated workflows provides an intuitive, user-friendly interface for designing, managing, and monitoring workflows.

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The future of CDEs

CDE adoption doesn’t happen overnight, but with the right mix of training, process integration, and intuitive tools, you can transform how your teams adopt the CDE. By putting in the effort upfront with project stakeholders you’ll save time, reduce compliance headaches, and ensure smoother project handovers long term. 

Download the Information Manager's guide to improving CDE adoption amongst subcontractors: Learn more about practical strategies and tools that can make a difference on your projects.