October 30, 2014

Avoiding Information Overload

In this age of BIG DATA and information overload, exactly how much information can we absorb? When we communicate with our customers/clients, what is the right amount of information to provide? The answer to these questions will always depend on:

• communication mode (face to face, email, web-meeting),

• customer sophistication (is this new technology, are you evangelizing, etc.,

• relationship with the customer (new or existing). 


However, there are some 'rules of thumb' worth keeping in mind. 

Physiologist George Miller developed a 'maximum packets of data' theory. I am calling it the… MAGICAL 7 +/- 2

What the theory describes is that in any one encounter (sales call, presentation, conversation) the human brain can absorb/understand 7 (plus or minus 2) packets of data at one time. 


Let us think about this for a second. Seems to make sense. If I try to push too much information, I lose my audience, they drown in the information. In my research of infographics, the same theory applies; too much graphics/data, and the audience is overloaded - and then disconnects. 

My experience has been I try to leave my conversations/presentations with one or two key points, with an informational backup of 3-5 relevant stats/data/info. This seems to follow in line with Mr. Miller's theory. 

What does this mean to you, who must present to customers, talk to customers, interact with customers? 

  1. Avoid PowerPoint overload. Endless text violates the magical 7 +/- theory.
  2. Plan ahead. What are the 5-9 key data points you want the listener to go away with? 
  3. Try the "tell them what you will say, say it, and recap what you said". This will help define and clarify the 5-9 datapoints.
  4. Please keep the data graphics simple. Too much information causes the brain to simply 'tune out'. 

Most of this seems common sense, however, it is amazing to see in many presentations how these common sense rules are violated and ignored. 

Better communication leads to better customer/client understanding, which leads to a better customer experience. 


David Haynes, NCARB, PMP, LEED AP
Ideate Director of Consulting

David is a Registered Architect, Project Management Certified Professional, who previously had his own architectural practice and was President of a commercial design–build construction company for 15 years. A graduate of University of Arizona, he has worked as an Architect, contractor, developer and as a national construction manager for a national retailer. David currently provides business process analysis, data integration, and change management solutions for AEC clients across the United States involved in the design and construction industry. Follow David on Twitter: @dhaynestech 


Get it. Know it. Use it.


This post was originally published on David’s blog Connecting the [Data]… 

October 27, 2014

eLearning - Upcoming Revit, AutoCAD and Ideate Software Classes

Join the Ideate Tech Experts for eLearning – live online classes that provide your entire organization with easy access to premium education. 
10.29::Revit 201:
Getting Started with Roof Framing in Revit Structure

10.30::Ideate Software:
Revit Project Management with
Ideate BIMLink
11.5::Revit 201:
Project Setup for Revit MEP
11.6::Revit 201:
Revit Server
11.11::Infrastructure 201:
Analysis for Master Planning
10.12::Ideate Software:
Revit Auditing with
Ideate Explorer for Revit

11.13::Revit 201:
Stairs and Railings in Revit Architecture
 
11.14::Revit 201:
Revit Import info 3ds Max Design
Each class is designed to give you specific, improved results in a particular topic. You can interact with the instructor right from your own office, while eliminating travel time. Because the class schedule rotates, you can easily select your topics of interest and choose the day which best meets your schedule.

Click here for class descriptions, times and registration link. Questions? Contact education@ideateinc.com

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Revit Architecture Beyond the Basics
11.4-11.6::San Francisco
AutoCAD Fundamentals
11.4-11.6::San Jose
Revit Architecture Fundamentals
11.11-11.13::Seattle
Revit Architecture Fundamentals
11.11-11.14::Sacramento
Revit MEP Fundamentals
11.18-11.19::San Jose
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October 20, 2014

eLearning - Upcoming Revit, Network License Manager, and Ideate Software Classes

Join the Ideate Tech Experts for eLearning – live online classes that provide your entire organization with easy access to premium education. 
10.21::Revit 201:
Residential Construction in Revit Architecture
10.23::Revit 201:
Revit for Interior Designers
10.24::Ideate 101:
Network License Manager

10.29::Revit 201:
Getting Started with Roof Framing in Revit Structure
10.30::Ideate Software:
Revit Project Management with
Ideate BIMLink
Each class is designed to give you specific, improved results in a particular topic. You can interact with the instructor right from your own office, while eliminating travel time. Because the class schedule rotates, you can easily select your topics of interest and choose the day which best meets your schedule.

Click here for class descriptions, times and registration link. Questions? Contact education@ideateinc.com

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11.3-11.4::San Francisco
Revit Architecture Beyond the Basics
11.4-11.6::San Francisco
AutoCAD Fundamentals
11.11-11.13::Seattle
Revit Architecture Fundamentals
11.11-11.12::Sacramento
Revit MEP - Electrical Fundamentals
11.12-11.14::San Francisco
Revit Structure Fundamentals
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October 13, 2014

Listen - Analyze - Synthesize: A Business Process

When determining customer needs, there are three areas of concentration:
  • Listening 
  • Analyzing 
  • Synthesizing 
If you are having trouble with figuring out what the customer is trying to say or determining a customer's need, you are probably missing one of the three parts.

LISTENING 

In general, we all could do better at listening. Listening to what the customer: says, and more importantly "does not say." 

Customers, like most people, do not want to admit to issues until they are way past critical stage. Some gentle questions, open-ended, will usually get the customer to speak more directly to their pain, and therefore business need.

If you are always convincing people you are right, you are not listening to their needs. I think lively exchange is the best. Lively exchange focuses on a conversation that elicits emotion from the customer. Give the customer every opportunity to express their needs.

Ask open-ended questions (open-ended questions cannot be answered with yes, or no, or one-word answers). Ask clarifying and follow up questions. Take excellent notes. Those notes would include your thoughts, strategies, and tactics too.

ANALYZING


The next step is to analyze what you heard. Sometimes this can happen during the conversation, but I found it is more effective to focus on information gathering during the conversation and it is better to analyze after the conversation. Why? Because by reviewing your notes after a bit of time passing, it gives you a better analysis. Your brain should be working behind the scenes to analyze the information.

Make sure to:

  • Think about what business issues you are trying to solve, including the desired deliverable.
  • Discuss with internal sources (salespeople, internal technical resources, etc). 
  • Re-read your notes to reveal key themes.

SYNTHESIZING


Synthesize is defined as combining various components into new whole; to combine different ideas, influences, or objects into a new whole. So the act of synthesizing is a process of 'connecting the data' you have gathered into a new whole. What does the 'new whole' consist of?

  • An understanding of the problem to be solved in a clear and definitive way. What is the business problem to be solved. 
  • What is the defined solution to the problem. As you should note, the solution needs to solve the problem. 
  • How will you know when the problem is solved. How will the customer know? This would correlate with the Conditions of Success. 
  • An understanding (even if just in a broad way) the major tasks required to accomplish the solution.
A colleague of mine suggested that this is mostly a vetting process, and I quite agree. Part of the process may conclude in that you cannot solve the business problem, the customer does not have a compelling event, or there is not adequate schedule or budget to solve the business problem.



David Haynes, NCARB, PMP, LEED AP
Ideate Director of Consulting

David is a Registered Architect, Project Management Certified Professional, who previously had his own architectural practice and was President of a commercial design–build construction company for 15 years. A graduate of University of Arizona, he has worked as an Architect, contractor, developer and as a national construction manager for a national retailer. David currently provides business process analysis, data integration, and change management solutions for AEC clients across the United States involved in the design and construction industry. Follow David on Twitter: @dhaynestech 


Get it. Know it. Use it.


This post was originally published on David’s blog Connecting the [Data]… 

eLearning - Upcoming Revit and Ideate Software Classes

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10.14::Revit 201:
View Properties - Controlling Visibility
10.15::Ideate Software:
Revit Auditing with
Ideate Explorer for Revit
10.16::Revit 201:
Phasing A-Z
10.21::Revit 201:
Residential Construction in Revit Architecture
10.23::Revit 201:
Revit for Interior Designers
10.24::Ideate 101:
Network License Manager
Each class is designed to give you specific, improved results in a particular topic. You can interact with the instructor right from your own office, while eliminating travel time. Because the class schedule rotates, you can easily select your topics of interest and choose the day which best meets your schedule.

Click here for class descriptions, times and registration link. Questions? Contact education@ideateinc.com

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11.3-11.4::San Francisco
Revit Architecture Beyond the Basics
11.4-11.6::San Francisco
AutoCAD Fundamentals
11.4-11.6::San Jose
Revit Architecture Fundamentals
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Revit Architecture Fundamentals
11.11-11.12::Sacramento
Revit MEP - Electrical Fundamentals
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October 7, 2014

Reverse Pressure Pipe Network Slopes in Civil 3D

Our tech team at Ideate recently came across an interesting request from one of our customers. They had created a Pressure Pipe Network in Civil 3D, and after completing the design, realized that the slopes were being calculated in the wrong direction. 

For those unfamiliar with the Pipe Network and Pressure Network creation process, a “direction” is specified in the initial steps. When generating a Pressure Network, I never really thought of this as much of a factor, since a pressurized system technically has no direction. What I did not consider, is that the direction specified also plays into how the Civil 3D labels calculate the pipe slopes. If a Pressure Network is created with the same direction as the Alignment it is referencing, the slope appears as shown below. 

Based on the screenshot, we can clearly see that the road slope in the profile is displayed at -4.00%, yet the pipe slope in the pressure network shows 4.05%. If this was the case with a gravity network, we could easily use the Change Flow Direction option to correct it. Unfortunately, Pressure Networks do not include an option to change the flow direction.

So what can we do? One option is to delete the network, and re-create it with the proper direction specified up front. After some testing, we found that if the direction selected was opposite from the alignment, then the pressure network labels appeared correctly. When creating Pressure Networks from Objects, the direction opposite the alignment had to be selected. When using the Pressure Network Creation Tools, the network also had to be drawn opposite the direction of the alignment.

If the network is large enough, re-creating it from the start is not a very efficient solution. In that situation, we can use an Expression in the Pressure Pipe Label to “reverse” the slope calculation.

First, we’ll need to start by adding the Expression under the Toolspace → Settings tab → Pressure Pipe → Label Styles → Expressions collection. 


 Right-Click Expressions and select NEW.
  1. Provide a Name and Description.
  2. In the Expression box, add a minus (-) symbol.
  3. Use the Pre-defined Properties list to add the Pipe Slope property to the Expression following the (-).
  4. In the “Format result as” box, select Percent.
  5. Click OK to exit.

Our next step is to add the custom Expression to a new Pressure Pipe Label Style. 

  1. Right-click on the existing Pressure Pipe Label Style (in this example it’s called Standard) and select COPY.
  2. On the Information tab, provide a new name (Reverse Pipe Slope).
  3. On the Layout tab, click in the Text Contents cell to access the Text Component Editor.
  4. Delete the existing content in the Text Component Editor.
  5. Select the “Reverse Pipe Slope” expression from the Properties list.
  6. Specify the precision, then click the Arrow to add the expression as the content for the label 
  7. Click OK to exit the Text Component Editor, and OK again to exit the Label Style Composer. 
 
The final step is to apply the new label style to the Pressure Pipe segment. If  the pipes are already labeled: 
  1. Select the segment label, and access Label Properties.
  2. In the Label Properties, select the new style from the Pressure Pipe Label Style list.

The updated label now displays the slope in the same direction as the road profile. This can also be done to multiple segments at one time by selecting multiple labels before accessing Label Properties. 

If pipes are not labeled, be sure to select the new reverse slope label style when adding segment labels to the profile view. 

So, until we see an option to Change Flow Direction added to Pressure Network editing features, we have an easy way to reverse the slope calculation using an Expression. This can also be added to a Civil 3D template (.DWT) file just in case we run into this problem on a future project.





Matt Miyamoto, P.E.
Ideate AEC Application Specialist

Matt is a licensed Civil Engineer in the state of Hawaii. Matt obtained a BS in Mechanical Engineering from the University of Hawaii at Manoa, and has 7 years of private sector design experience which he applies in his role as an application specialist with Ideate, Inc. His project experience includes residential and commercial site development, private and public sewer, water and drainage systems, harbors improvements, and roadway improvements. While in Hawaii, Matt was involved in multidisciplinary projects for City and County agencies, State Departments, the Army COE and private developers. @MattM_PE

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October 6, 2014

eLearning - Upcoming Revit, ReCap and Ideate Software Classes

Join the Ideate Tech Experts for eLearning – live online classes that provide your entire organization with easy access to premium education. 
10.8::Revit 201:
Shared Parameters and Schedules in Revit MEP
10.9::Ideate Software:
Ideate BIMLink for Revit MEP Projects
10.10::Infrastructure 201:
Working with ReCap
10.14::Revit 201:
View Properties - Controlling Visibility
10.15::Ideate Software:
Revit Auditing with Ideate Explorer for Revit
10.16::Revit 201:
Phasing A-Z
Each class is designed to give you specific, improved results in a particular topic. You can interact with the instructor right from your own office, while eliminating travel time. Because the class schedule rotates, you can easily select your topics of interest and choose the day which best meets your schedule.

Click here for class descriptions, times and registration link. Questions? Contact education@ideateinc.com

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10.28-10.30::Portland
Revit Architecture Fundamentals
11.3-11.4::San Francisco
Revit Architecture Beyond the Basics
11.4-11.6::San Francisco
AutoCAD Fundamentals
11.4-11.6::San Jose
Revit Architecture Fundamentals
11.11-11.12::Sacramento
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