Common Data Environment (CDE) Protocols for ISO 19650 Compliance

Common Data Environment (CDE) Protocols for ISO 19650 Compliance
Image Source - Bentley Systems Synchro Control Interface

A Common Data Environment (CDE) is pivotal in managing information throughout a project's lifecycle, ensuring that data is shared, stored, and managed effectively. To comply with ISO 19650, contractors must establish comprehensive protocols within the CDE. This article outlines the essential protocols required for compliance.

Access and Permissions

Managing user access and permissions is crucial for maintaining data security. A role-based access control (RBAC) system should be implemented to define who can access the CDE and their permissions. Secure authentication methods, such as multi-factor authentication (MFA), must be employed to verify user identities, ensuring that only authorized personnel can access sensitive information.

Data Security

Data within the CDE must be protected through robust security measures. All data stored and transmitted should be encrypted to safeguard against unauthorized access. Enforcing strict security policies, including data breach response procedures, is essential to mitigate risks and maintain the integrity of the information.

Data Structure and Naming Conventions

A standardized data structure and naming conventions are necessary for consistency and clarity. Establishing uniform naming conventions for files and documents helps avoid confusion and ensures easy retrieval. Developing a consistent folder structure aids in organizing information systematically, facilitating efficient data management.

Information Exchange

To ensure seamless information exchange, it is essential to specify acceptable file formats to guarantee compatibility and ease of use. Traditionally, this has been challenging due to the diversity of BIM software from providers such as Autodesk, Bentley Systems, Trimble, and Graphisoft. While the adoption of OpenBIM standards promises to improve interoperability, significant changes remain to be seen in the future.

In our experience, establishing a regular schedule for information exchange and updates between project stakeholders ensures everyone has access to the latest data, enhancing collaboration and project efficiency. For example, our BIM Managers typically schedule bi-weekly virtual meetings to keep all project stakeholders in sync.

Version Control

Implementing a version control system is essential for tracking document and model changes. This system should maintain a change log, documenting modifications, including who made them and when. This protocol ensures that all project members work with the most up-to-date information and can trace the evolution of documents.

Information Review and Approval

A structured review and approval process is critical for maintaining information quality. The review process should include checking the accuracy and completeness of data before it is shared or published. An established approval workflow, outlining the roles and responsibilities of reviewers and approvers, ensures that only verified information is disseminated.

Data Validation and Verification

Data integrity is maintained through validation and verification protocols. Automated and manual validation checks should be implemented to ensure data compliance with project standards. Verification procedures are necessary to confirm the accuracy and completeness of the information, preventing errors and ensuring reliable data management.

Audit and Compliance

Maintaining audit trails within the CDE is crucial for tracking all activities, including document access, changes, and approvals. Regular compliance checks are necessary to ensure adherence to ISO 19650 standards and project-specific requirements, ensuring that all protocols are followed and any discrepancies are promptly addressed.

Data Archiving and Retention

Defining clear archiving policies and retention schedules is essential for effective data management. These protocols determine what data should be archived and for how long, ensuring that important information is preserved and easily accessible for future reference, while obsolete data is securely disposed of.

Training and Support

Providing comprehensive training for all users ensures they understand how to use the CDE effectively and comply with established protocols. Offering support resources, such as user manuals, helpdesks, and troubleshooting guides, assists users in resolving CDE-related issues, enhancing their ability to manage information efficiently.

Collaboration and Communication

Effective collaboration and communication are facilitated through defined channels and tools within the CDE. Establishing guidelines for collaborative working, including communication etiquette and conflict resolution procedures, ensures that all stakeholders can work together harmoniously, improving project outcomes. These are elements that are typically outlined in the BIM Execution Plan, and need to be enforced on the ground via BIM managers and systematic workflows within the CDE.

Start Securing Projects with ISO 19650 Compliance

Establishing these protocols ensures that a CDE operates efficiently, securely, and in compliance with ISO 19650 standards. By following these guidelines, contractors can enhance information management, improve collaboration, and ensure the successful delivery of projects.

Most firms still rely on outdated 2D documentation. Our onboarding services address this by helping firms create comprehensive 3D BIM object libraries and deliver this information across the supply chain in compliance with ISO 19650 requirements. If you're interested in enhancing your BIM capabilities, contact us for our expert BIM modeling services.