How to Track and Monitor Information Delivery Plans with Asite Playbook

3 minute read

Asite is pleased to introduce Asite Playbook, the newest addition to the Common Data Environment (CDE) product suite. Asite Playbook is a powerful CDE add-on solution designed to simplify information delivery plans for teams. 

Javed Edahtally, Digital Transformation Lead - CDE and Playbook at Asite, highlights why Asite Playbook has been created in response to the evolving needs of the industry.

Why Asite Playbook was created

In the construction industry, one of the biggest challenges is ensuring that the right information is delivered to the right people at the right time. While CDEs have reduced data silos by providing central repositories for project information, their complex filing structures and protocols often pose challenges.  

Asite partnered with customers to uncover the pain points information managers face when managing CDEs. These included the following challenges:

“It can be a lengthy process to identify information bottlenecks – specifically what information has and hasn’t been delivered” 

For information managers, gaining a real-time overview of what has been delivered and what is still outstanding can require chasing people for updates and manually logging this into trackers. The lack of integration between tools for managing Information Delivery Plans (IDPs) and CDEs often results in duplicated work effort, manual workarounds, and potential errors. 

“It is difficult to maintain information governance on complex projects” 

Without a seamless connection between systems, manually updating IDPs with information from the CDE becomes a time-consuming task. This duplication of effort increases the risk of errors, such as submitting outdated or incorrect information, potentially delaying project progress. 

“People outside my team find the CDE complicated to navigate when finding or uploading information. So, I end up chasing them for files or end up doing it myself.”   

Subcontractors often fail to upload required information into the CDE. Whether this is due to a lack of familiarity with a platform, reluctance to adopt new tools, or other reasons, the result is incomplete documentation. This leaves information managers struggling to fill in the gaps and ensure compliance for handovers. 

How Asite Playbook addresses these challenges 

Asite Playbook was developed to support the day-to-day processes of information managers. By consolidating IDP management into a single, intuitive platform and integrating it seamlessly with the CDE, Asite Playbook minimizes the need to switch between systems. It provides information managers with a real-time overview of deliverables and empowers all stakeholders, from subcontractors to directors, with clear, actionable insights. 

The module reduces manual processes, helps to minimize errors, and ensures that all documentation and tasks are organized, visible, and easily accessible. Asite Playbook is designed to make information delivery simple, efficient, and collaborative, helping information managers keep projects on track and stakeholders aligned. 

Designed with flexibility in mind 

Asite Playbook was designed to be adaptable, allowing it to suit a wide range of industries and use cases. While initially envisioned for Tier 1 contractors, its adaptability makes it valuable for projects of all sizes—from small-scale initiatives to large, complex programs. It can also support multiple processes including design, trade, procurement, construction, and handover. It enables task managers to oversee their responsibilities, whether they operate within a single organization or across a network of collaborators. 

5 ways Asite Playbook can support information delivery plans 

Asite Playbook offers a range of innovative features designed to simplify and enhance workflows: 

1. Achieve a clear view of information delivery progress

Users can view deliverables in Gantt charts or Kanban formats, breaking down tasks into manageable components with clear responsibilities and timelines. This real-time oversight ensures teams stay on track, providing clarity on progress and making it easy to adjust as needed. 

2. Maintain information governance and reporting capabilities

Asite Playbook includes governance features and a rock-solid audit trail to enhance visibility and compliance. Users can track progress across tasks, view overdue items, and gain insights directly from a unified dashboard. The platform's secure and trusted Asite foundation ensures seamless integration with the Common Data Environment (CDE), driving adoption and delivering consistent results.  

3. Curate role-specific dashboards

Information managers can curate role-specific dashboards to surface relevant information for the right people. These dashboards enable a single source of truth, ensuring alignment across the organization. 

4. Minimize chasing files 

Automation capabilities allow tasks to be triggered based on predefined criteria. For example, where a placeholder for an upload has been created, the individual will be reminded before this is due to minimize the information manager having to do this manually.  

5. Scalable information management 

Whether managing a single project or a multi-program initiative, teams can adapt Asite Playbook to suit their information management needs. Users can organize information by plan, project, or organization, building a standardized design and process framework across their project portfolio. 

 

Playbook Home

 

How Playbook aligns with Asite’s mission 

At Asite, our vision is to connect people and help the world build better. Asite Playbook extends this vision by bridging the gap between information management and task execution. Built on Asite’s robust CDE and leveraging our workflow engine, Asite Playbook integrates seamlessly with the rest of the ecosystem, ensuring that users can manage Master Information Delivery Plans (MIDPs) and Task Information Delivery Plans (TIDPs) from a clear interface to see the status of file delivery. 

Discover how Asite Playbook can streamline your projects. Learn more.

Global Product Owner

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