Interface Management

Implementation

Session 1: Interface Management Basics

Session 2: Interface Management Planning
Session 3: Interface Management Implementation

Presented by: Kelly Maloney

Senior Product Manager, Coreworx
 Agenda

• The Workshop
– Detailed Requirements
– Rollout
• Ensuring ongoing success
– Interface Register
– Importance of regular meetings
– Management oversight
• Are you ready for handover?
• Q&A
About Coreworx

50
countries

600
projects

70,000
users

$500 Billion
project value
 Overview: Session 2

• Interface Management Planning

– Compliance and Governance
– Creating the ‘Master Plan’
– Identifying Stakeholder Ownership
– Tracking the right information
– Notification and Distribution – Ensuring the right people
get the right information
– Alerts and Escalation
 The Workshop

• Getting the right team together

• Kick off meeting
– Interface Register
– Detailed Requirements
• Work processes
• eForms
– Planning the Distribution Matrix
– Schedule Integration
– Planning your rollout
• Onboarding
• Training
 Interface Register

• Benefits:
– Global Projects require web based solutions
• Dispersed project execution
• Large scale international projects
– Compressed schedules require immediate access to
the latest documents
• Details:
– Define fields for register
– Define search criteria for register
– Export / Import to register
• Import
– Interfaces defined during FEED
 Interface Register

• Locate interface documents quickly and easily

 Business Processes

• Interface Point
– Document and describe an interface
– Considerations:
• Interface Point model
• Who creates new IP’s?
• Review/Approval
On create? On update? On closure?
• Interface Agreement
– Facilitate the exchange of information between parties
– Considerations:
• Participants
• What constitutes late acceptance?
• Owner Endorsement
• Change Requests
 Work Processes

Interface Coordinator
(Owner/Representative)

Info Request through IA

Internal
Response Request &
Response
Interface Interface
Manager Manager
Internal
Response
Request

Discipline Discipline Discipline Discipline

Lead Lead Lead Lead
Contractor A Contractor B
The Forms
 Distribution Matrix

• Informed vs. Review/Approval

 Schedule Integration

• Integration with work

schedules
• Identify high risk
interfaces
• Highlight
misalignment with
dates
 Successful Deployment

• UAT comes first

– Ensure your expectations have been met
• Develop Training Plan
– Online web based training
– Power Point
• Supporting Materials
– Documentation
– Online help
• Support
– Who do you call?
 Ensuring ongoing success

• Ensuring ongoing success

– Interface Register – record, monitor and track
• Execution
– Importance of regular meetings
– Management Oversight
Interface Management -
Framework
 Meetings, meetings, meetings…

• Purpose:
– Encourage exchange of information
– Identify potential issues
– Monitor progress of pending issues
– Report on status of pending issues

• Frequency and Type

– Weekly
– Face to Face or Virtual

• Record Minutes
 Oversight and Visibility

• For Client
– Performance of contracting party based on closed, in
progress, and overdue Interface Agreements
• For Contractors
– Early notifications (30 days, 2 weeks, …)
– On-screen indicators of closed, in progress, overdue
 Reports

• Quality Control • Control Scope

– Statistics reports – New Interfaces
• Control Schedule – Interface Point
– Early Warning Summary
– Late Acceptance – Recently Closed
 Successful Handover

• Are you ready for handover?

– Interfaces completed
– Checklists checked
• Interface documentation part of handover package
 Concluding thoughts….

• Successful implementation requires team work

– Workshop is important
– Rollout strategy
– Engaging all stakeholders
• Ongoing success requires dedicated resources, a
commitment to the program and a strong Interface
Manager
 Thank You!

Kelly Maloney, Senior Product Manager

kmaloney@coreworx.com

Join the LinkedIn Interface Management

Group and collaborate with other project
professionals