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Design with end state understanding is key to a successful transition through the life cycle of the project into operations. ProjectCX provides the experience and expertise to ensure correct configuration of asset information and the existence of “golden thread” O&M material within design deliverable documentation, by either review or authoring. Design integration with operational lifetime understanding enhances the success of project transition and ensures operational effectiveness.

During the design phase of a project, a lot of information is generated to develop and substantiate O&M solutions. ProjectCX will provide the vehicle that will capture, refine, integrate and transpose this information into the processes and procedures that are specific and meaningful to the business. Design integration forms the common data foundation which project transitioning is built on and enables an accurate cost and schedule of O&M activities to be produced for the project throughout the life cycle.

  • Production & development and delivery of designers O&M documentation.
  • Production of Master Equipment Lists (MELs), Plant Item Lists (PILs) & asset assessments.
  • Produce and implement Configuration Management Implementation Plans (CMIP).
  • Definition of Operational testing requirements.
  • Operability & maintainability studies (facility, system and asset level).
  • High Level Task analysis studies to define O&M strategies.
  • Production and definition of project transition/handover requirements and strategies.
  • Production of cost & activity schedules and estimates.

Operational Readiness can be defined as having the capacity to deploy, operate and maintain structures, systems and components safely and efficiently. It is used within Project Management to ensure that the activities for a smooth roll out of information and O&M solutions are costed for, scheduled and implemented at the correct phase of the project to reduce operational risks.

Due to tight cost and time constraints involved with project management, these activities can sometimes be completely overlooked or shoehorned into schedules which could have costly and timely consequences on the project and the client as well as incurred operational risks if not implemented correctly.

At ProjectCX we have developed a process where operational readiness can be broken down into digestible chunks, quantified, costed, planned and implemented to ensure a smooth transition from project to operations by focusing on defining the following areas:


  • How many people will be needed to carry out the O&M solutions and when will they be required?
  • What skills or training will be required now and in the future?



  • What maintenance activities will be required to ensure the O&M solutions meet their design life?
  • What specialist services will need to be procured or arranged to ensure the plant is safe and compliant?
  • What spares and materials will be required to ensure continued operations?



  • What type of instructions will be required for normal, abnormal and emergency operations?
  • What O&M systems will need to be implemented or updated to ensure assets are registered and maintenance is planned and recorded?
  • What guidance and policies will need to be implemented or amended to ensure compliance?



  • What O&M information and activities will be required for project handover/closeout?



  • Defining the O&M organisation and strategies (PXP/PMP strategies, WBS and schedules)
  • Identify and produce documentation for operations/maintenance (OI’s, MI’s, ARI’s)
  • Design and production of training packages
  • EIM&T assessments and strategies (ARM, RCM/REM, TBoM’s, maintenance planning)
  • Update configuration baseline and asset registration (CMMS, SAP, SAMdb)
  • Asset/Project integration
  • Facilitation and support of turn-key solutions
  • Operations and Maintenance Documentation Production
  • O&M Manual Production
  • Maintenance and Spares Strategies
  • Configuration Baseline and Asset Registration
  • Asset Maintainability and Operability
  • Project Handover Support

Throughout the commission phase of a project, emphasis is rightly or wrongly normally put on the specific plant or equipment that has been installed to ensure the equipment is safe to use, compliant with regulations and throughput can be achieved. Commissioning of the People and Processes & procedures can sometimes be overlooked and passed over to the business-as-usual team or client to complete. This means any operational risks will also be passed over and therefore handover could be prolonged and costly to the project team.

Operational execution focuses on the testing and validation of specific operations and maintenance activities using People, Plant and Processes & procedures to ensure O&M solutions are safe, practicable and achievable. ProjectCX has developed processes and techniques to ensure documentation and O&M activities can be validated and approved by the business-as-usual team to ensure a safe and effective transition into operations.

  • Integration testing of People, Plant and Processes O&M Procedures
  • Validation/approval of Working Level Instructions
  • Implementation of inactive/active training activities
  • Operational trials
  • Maintenance trials
PROCESS operational evaluation

As with any new building, machine or asset, the first year of operation can often be the most problematic and can require quite a bit of troubleshooting and fine tuning of the engineering systems by the occupiers. Operational evaluation provides the framework that enables the project transitioning team to remain involved with the built assets beyond practical completion, which assists the client and occupiers during the first months of operations and beyond.

CDS can provide professional aftercare engineers to support the O&M Managers, end users and support teams to identify and resolve any operational issues as well as help evaluate current working practices to define and implement improvements. Using this approach will ensure facility/system performance is monitored, information is embedded into the organisation and benefits are maximised.

  • Support the transfer of assets/capability to the client
  • Carry out and review active operational and maintenance trials.
  • Post operational support/after care (logs and handovers, operational dashboards, OEE assessments, etc
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