How To Check and Control VDR

Keep your VDR under control with this engineering KPIs that simplify the job of Doc...
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Business Exploration® 
Put your engineering

under control:
managing a VDR shall not be a nightmare.
These document management KPIs will simplify the life
of your Document Controller and reduce your project lead time:
Try the Control Room now!
a free on-line software to easily manage your drawings transmittals
http://www.business-exploration.com/blog-VDR.html 03/05/2019
Keep your VDR under control with this engineering KPIs that simplify the job of Doc... Page 2 of 10
Little nightly thoughts

by Business Exploration
Dear Fellow Innovator,
I just completed a project where I helped a supplier of equipment and

services to the Oil & Gas and Energy industry, put under control the
documentation exchanged with customers and suppliers.
When you have to handle thousand of documents per project, each

easily revised up to a dozen of times, it is not immediate to have a clear
idea of VDR (Vendor Documents Register) situation:
· how many drawings have to be issued or revised for Customer

approval,
· how many are the ones Customers has to return, commented or
finalized,
· which are the drawings sent just for information and
· what is the status of approval of quality procedures,
etc.
The Project Leader of both parties: Client and Supplier have to figure out
the engineering progress, discover criticalities, identify responsibilities for
delays, roadblocks and idle situations in order to take the correct
decisions and push on the most effective resources.
Controlling the Engineering progress of an industrial project is not an

easy task. The KPIs used are in general not fit for purpose, ‘cause they miss
to catch the iterative nature of innovation.
Read further if you want a new set of metrics capable to measure the
iterative and the collaborative Client-Supplier efforts of your team.
(and do not forget to ask for our free software to manage all this:
The Control Room 
Why “S” Curves and “Gannt” diagrams don’t work.

Often, despite a team of Document Controllers is in place, having a clear
metric of the situation, a graph that in one blink of the eye gives the
perception of where the project is ending up, is a dream for Project
Managers and Project Engineers.
The reasons are several, ranging from managing complexity:
The objective complexity of the task: 1000 drawings by 10 revisions is a

lot!
The number of parties involved: 3 main (Client, Supplier, Sub-supplier)
The number of actors involved: dozen of offices and Professionals
to the different type of process underpinning the project progression
in these activities:
The engineering is a collaborative task, not a push-pull task as in
manufacturing
The engineering development is iterative.
This collaborative and iterative approach at the task to be performed, is

not tracked by usual charts and project management control
methodologies.
Both “S” Curves and “Gannt” diagrams fails miserably in capturing this
complexity.
They are perfect to picture the progress of sequential events, but perform
poorly in giving feedbacks of the engineering phases, when dozen of
transmittals are sent back and forth across the tables of Customer and
Supplier.
Using a different perspective:
For these reason when I was a Project Manager I have developed a

different set of metrics, that look at the problem from another point of
view.
First, I realized that when in the middle of the project I really did not
need to know the revision reached by each single document.
Whatever it is, it deserved, dot.
Second, what I really need to know is “where is the document”.
Is it in my hands or in those of the Customer? If I deem the document

critical for the project, do I have to blame my team or chase the Client for
an urgent return?
Stop blaming, start cooperating with Customer:

Third, I wanted a metric that was able to put me and the Customer on the
same level. One that was able to clearly depict the overall situation: no
matter if it was my team or the client’s team responsibility for delays or
criticalities.
On a Project, we are all on the same boat, Customer and Supplier, and a
collaborative approach speed up results. But it needs an open and frank
discussion that can be made only if all the data are on the table, ours
and theirs.
How the metrics work:

So what I did was to start count the days since a document was received
by one of the party, regardless of the revision number.
Then I put these days on a graph, with a positive value if the document
Get the full picture in one shot:

After a while I added a color to distinguish documents “final approved”
and documents “still to be issued” for the first time.
How to read the VDR dashboard:

Blue section: Documents never issued
(here negative drawings are the ones to be issued, still on time.
Positive drawings are to be issued, but are in delay)
In the picture:
The P&I should have been issued 15 days ago

The Wiring diagram has to be issued in 10 days
Orange section: Documents under approval

(here positive drawings are in customer hands and negative are in our
hands)
In the picture:
The Baseplate should have been revised 15 days ago, by the

Customer
The General Arrangement should be revised today, by the Customer
The Isometric diagram should be revised in 5 days, by us
The Instruction Manual should have been revised 10 days ago, by us.
Green section: Documents approved

(here the drawings returned as final by the Client are “stored”)
In the picture:
The Welding procedures returned 10 days ago, approved
Summarize into a single graph:

The graph can be summarized into a pie chart, and used for
management decisions.
How the metric can be used in management decision:

I have recently implemented these metrics in a rotating equipment
supplier’s engineering department, creating a software capable to track
each drawing’s issue, its revision and the transmittal issue or return from
Client.
The Company Projects Director is now able to have the Engineering
situation at his fingertips, both at projects’ portfolio level as well drilling
down in each single project.
He can prepare summary reports with one click, that can show the
situation for each project or for any of the Engineering COE (center of
excellence).
He can easily demonstrate when the customer has been a bit lazy in
returning documents in a fair and quantitative way, so rejecting the
request for liquidated damages due to delivery’s delay that can be easily
routed to Customer overload.
The logic - after a 5 minute explanation and attention - is quite
straightforward and easily implemented.
After all, is about “who is in charge” of the document and when he has to
close the task.
If you want to know more about these metrics and the software
supporting them, how they can be used to streamline Engineering
operations and track documents transmittal, feel free to contact me.
Get the free document management and transmittals

tracking software:
This set of Engineering KPIs have been featured on an article of
"Impiantistica Italiana" - the official organ of ANIMP, the Italian Industrial
Plants Industry association
and adopted by several OEMs I have helped streamline the Engineering
processes.
You can get the free software here:
The Control Room 
To talk about this, contact

me at the numbers below.
Happy reading!
Flavio
Your comments are

welcomed! Leave them
here:
Comments 
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Keep your VDR under control with this engineering KPIs that simplify the job of Doc...

Put your engineering

Try the Control Room now!

a free on-line software to easily manage your drawings transmittals

Little nightly thoughts

Dear Fellow Innovator,

I just completed a project where I helped a supplier of equipment and

When you have to handle thousand of documents per project, each

· how many drawings have to be issued or revised for Customer

Controlling the Engineering progress of an industrial project is not an

The Control Room 

Why “S” Curves and “Gannt” diagrams don’t work.

The objective complexity of the task: 1000 drawings by 10 revisions is a

This collaborative and iterative approach at the task to be performed, is

Using a different perspective:

For these reason when I was a Project Manager I have developed a

Is it in my hands or in those of the Customer? If I deem the document

Stop blaming, start cooperating with Customer:

How the metrics work:

Get the full picture in one shot:

How to read the VDR dashboard:

The P&I should have been issued 15 days ago

Orange section: Documents under approval

The Baseplate should have been revised 15 days ago, by the

Green section: Documents approved

The Welding procedures returned 10 days ago, approved

Summarize into a single graph:

How the metric can be used in management decision:

Get the free document management and transmittals

The Control Room 

To talk about this, contact

Your comments are

Join our mail-list:

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