BIM Data Management & Collaboration (CDE Setup)


BIM Data Management & Collaboration (CDE Setup)

Data management is what makes BIM usable at scale. We help project teams set up a clean, controlled collaboration environment so everyone works from the same source of truth—models, issues, documents, and approvals—without version confusion or missed coordination items.

This service is ideal when your project has multiple trades, frequent model exchanges, or recurring coordination issues that are being managed manually.

What We Set Up

  • Common Data Environment (CDE) structure: folders, naming conventions, and permissions
  • Model version control: publishing rules, exchange cadence, and revision history
  • Collaboration workflow: who uploads what, when, and how it gets reviewed
  • Issue tracking system: standardized issue fields, priorities, and status flow
  • Document control alignment: linking models with drawings, RFIs, and submittal references (as applicable)

Deliverables You Receive

  • CDE setup package (folder map + permissions matrix + naming rules)
  • Model exchange plan (disciplines, publish timing, and handoff formats)
  • Issue log template + workflow (open/closed rules, priorities, ownership)
  • Coordination meeting framework (agenda + action items + follow-up rhythm)
  • QA/QC checklist for model uploads and coordination readiness

Our Process (Simple & Predictable)

  1. Intake: current tools, project team structure, and model exchange requirements
  2. Standards: naming rules, LOD intent, coordination zones, and responsibilities
  3. CDE configuration: folders, permissions, upload rules, and publish workflow
  4. Issue tracking setup: categories, priorities, assignment rules, and reporting format
  5. Rollout: kickoff + training notes + first cycle support

Who This Is For

  • General contractors managing multi-trade coordination
  • Owners/developers who need visibility and consistency across teams
  • MEP subcontractors coordinating routing and clearance requirements
  • Design teams needing structured model exchange + issue follow-up

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