1 Abstract: Design Management in A Construction Company
1 Abstract: Design Management in A Construction Company
1 Abstract: Design Management in A Construction Company
1 Abstract
Design Management is an increasingly important function in the construction industry.
Design management is being done by construction companies because of the failure of other
existing systems to achieve proper integration of the design and construction processes.
Initial results from a three-year empirical study of the practice of design management in an
international construction company have been compared to conceptions devised from
literature in order to describe the design management practices. This is being done in order to
provide a foundation, which can be used to generate better co-ordinated design and
construction in complex one-off engineering projects.
Early results indicate that during the operational stages of a project design management in the
company can be better conceived as “meta designers” rather than as “managers”. The design
management personnel were responsible for designing a system, which made stakeholders the
co-developers or co-designers; they did tasks that designers are responsible for in smaller
projects, but which inevitably get lost in larger projects; and they dealt with issues arising
from the integration of design and construction.
2 Introduction
The paper presents initial results from a three-year empirical study of the practice of design
management in an international construction company. The objective of the project is to
describe in detail design management practices in a construction company. This will provide
a foundation, which can be used to generate better co-ordinated design and construction in
complex one-off engineering projects.
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3 Background
Design Management is an increasingly important function in the construction industry.
Projects are becoming more complex and global and new contractual arrangements, which
require alliances and partnerships between designers and constructors are increasingly used
[1-3]. Gray [2] suggests that design management is being done by construction companies
because of the failure of other existing systems to achieve proper integration of the design and
construction processes.
In complex one-off projects most of the design detail was traditionally completed before
obtaining an estimate to construct the project. From the 1900’s to the 1980’s this procedure
of design-bid-build was the predominant one in use and personnel in the construction industry
were trained with this assumption in mind [4-6].
From the 1980’s the construction industry has been increasingly pressured to participate in
new project acquisition processes and has had to take on and estimate projects in which the
design is not yet complete [1, 6-8]. This is being done in order to reduce the total project
time for several reasons: 1) because design can be completed while construction is being
undertaken and thus potentially be completed faster; 2) to increase the constructor’s
accountability for design; and 3) to generate a less adversarial working environment. That
ideally means a collaborative or integrated approach be undertaken by design and
construction [3]; or a concurrent approach where design is done just in time for procurement
and construction [7].
These highly complex, multi-stakeholder projects change fundamentally the dynamics of the
relationship between design and construction and the management of activities between the
two [1, 7, 9]. In earlier times when design was completed before construction, design
management was largely about the management of designers in an architectural or
engineering consultancy. This was a relatively contained activity that focused on the
production of design documents for the client. With the rise of new contractual arrangements,
design management now involves a much more complex set of relationships between the
client and specialists from design consultancies, vendors, manufacturers and constructors.
Correspondingly the functions of design management are much broader and much less well
defined. It is this conception of design management that the construction companies, rather
than design consultancies, are taking responsibility for in increasing numbers.
4 Theory
There has been very little empirical research on design management, even that undertaken in
traditional design consultancies, and almost nothing in relation to design management in
complex one-off projects involving fast tracking and new types of contractual relationships.
Some insights into the roles and responsibilities of design management in complex one-off
projects in the construction industry were derived by extrapolation from published case
studies of engineering designers in practice and of design management in other engineering
contexts, in particular the manufacturing industry. These studies and research done to date
lead to the development of three different conceptions of design management in the
construction industry. The three conceptions of design management in the construction
industry devised were: 1) design management as “integrators of design and construction”; 2)
design management as “managers”; and 3) design management as “meta designers” as
explained in sections 4.1, 4.2 and 4.3.
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The tasks and responsibilities arising from these three conceptions have been compared to
actual design management tasks and responsibilities in practice within a construction
company in order to determine their applicability to design management in the construction
industry. Depending if the tasks prevalent in these concepts are observed or not it should be
possible to see which job functions design management is meant to fulfil and thus which
concept is most applicable to design management in the construction industry.
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Hales [24] suggests that successful management of the design process boils down to the
effective handling of three issues: 1) activities of the design team, 2) output from the design
team and 3) influences on the design team. Cooper & Press [25] suggest design management
are responsible for 1) developing a matrix for managing design, because it involves a number
of organisational levels and activities; 2) planning design, which involves including design in
organisational goals, strategies and policies for design, and putting process in place for using
design; 3) organising for design, which means having the right structure, choosing the right
teams, using training and development programs and investing in design; 4) implementing
and monitoring design, which involves implementing and monitoring design programmes and
projects; and 4) evaluating design including evaluating the management of design and design
projects. Along the same lines Cross [20] suggests that design management is responsible for
design strategies and tactics as well as product development, planning and innovation.
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Meta designers, which are used in the IT industry design things so that the users become the
designers and as such they design the design system rather than design a system. That then
incorporates users as co-developers or co-designers [29]. The definition used here is that
“meta design” is about incorporating others such as stakeholders, consultancies and sub-
contractors as co-developers or co-designers, designing the design system and doing tasks
which were perhaps in the domain of designers on smaller projects. Examples of tasks from
Dorst [21] that designers have in smaller projects, which design management in larger
projects take on are; integration of the various demands of the project’s stakeholders;
interaction with groups of people that have different ways of looking at the design problem;
determining design strategies; balancing design risk; coping with skinny projects; and taking
into account the larger whole.
5 Research Method
The tasks and practices of design management have been examined by gathering empirical
data in a series of case studies of design management in complex one-off construction
projects in industry. The research method is based on case study research [30]. The method
used for case study data collection and analysis is depicted in figure 1. This figure is similar
to that described for data convergence by Yin [30]. Each of the key concepts in case study
research: document analysis; observation; participant observation; interviews; surveys; and
literature reviews, as shown in figure 1, has been achieved by analysing the direct inputs in
figure 1 from the different case studies as described in section 5.1. Several case studies on
various complex one-off engineering projects are being done in order to converge the data and
to determine the domain in which the results pertain to design management in the construction
industry. Literature reviews have complemented this and will also be used to determine if the
results pertain to design management outside the construction industry.
In order to analyse the information items such as key event logs, grouping of data with
suitable data variables, journals, summaries etc. as shown in direct outputs figure 1 were
devised. Each output and ongoing analysis has been an influence on the next set of
information gathered. This is done in order to obtain the relevant data required within the 3
year study period. Case studies thus far have been analysed with methods including
organizing data into key performance indicators and comparing them in order to see data
patterns and organizing data in relevant groups determined by the main issues discussed.
Surveys questions have been ordered and ranked according to number of responses and the
questions grouped according to economic context, general job function, division within
company and project stage. All results have been discussed at meetings with university
researchers and with design managers within the company for verification. Items such as
concept diagrams, data patterns and statistics have been devised from such analysis.
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etc………
Daily Activities
Safety Reports
Workshops
RFI’s and NCR’s
Tools / Artefacts
Policies, Procedures
Observation Management Plans
Pictures Management System
Mud Map Project Reviews
Computations
Journal Specifications
Transcription Drawings
Data Variables Meeting Minutes
Document Analysis
Key Events Log
Data Variables
Workshops
Courses
Daily Activities
Artefacts there to
Participation
Artefacts of Quantitative
Summary Qualitative
Comparative Conceptions of DM
Data Grouping
DM Description
Data Analysis
Concept Diagrams - Tasks and Practices
Statistics - Influences on &
results of
Graphs
Questions the tasks and
Opinions practices
Interviews Data Patterns
Transcription
Data Variables
Key
Questionnaire Examine Literature
Literature Direct Inputs
Surveys
Responses Literature Review Key Concept
Data Variables Direct Outputs
These early results are based on analysis done thus far. Thus far each case study has been
analysed separately and qualitative comparisons made between the case studies and case
studies on design management before tender stage haven’t been completed as yet. It is
envisioned that at the end of the data collection period the case studies will be compared with
suitable data variables which will positively determine which of the conceptions is most
appropriate for design management. This will form the basis of a description of design
management which includes the tasks and practices of design management and the influences
and results of these tasks and practices.
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A case study has been done comparing two hospital projects in the building sector of the
construction industry. These were projects which had been completed before data collection
began. Document analysis, interviews with project participants and literature was reviewed in
order to determine the design management functions.
A case study has been done on a dam project in the civil sector of the construction industry.
This was also a project which had been completed before data collection began. Document
analysis, interviews with project participants, and literature was reviewed in order to
determine the design management functions on this project.
A case study has been done on a large multi-million dollar tank project combining the civil
and process sectors of the construction industry. This was a project that was in the final
design stages during data collection. Document analysis, observation, participation,
interviews with design management throughout the different stages of the project, and
literature was reviewed in order to determine the design management functions on this
project.
A case study has begun on a tunnel in the civil sector of the construction industry. This is a
project that was in the mid design stages during data collection. Document analysis,
observation, participation, interviews with design management and literature will be reviewed
in order to determine the design management functions.
A case study has begun on the development of a process plant in the minerals industry. The
early stages of design are being investigated during data collection. Document analysis,
observation, participation, interviews with design management and literature reviews are
planned for this case study.
A future case study is planned on design management in the early stages of a project before
the construction company officially secures the project. Document analysis, observation,
participation, interviews with design management and literature reviews are also planned for
this case study.
5.2 Survey
A survey was distributed to 30 people involved with design management within the
construction company. 32 activities were surveyed in order to find out what activities design
management currently manage, participate in or are not involved in; what they would like to
manage, participate in, or be not involved in; what are considered time consuming activities
and what are considered important activities. The functions of design management from these
surveys are to be compared to the case studies in order to confirm or dispute the survey
results.
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Thus far the survey and case studies showed that before a construction company put in a bid
or tender that design management had a participatory function. More data is required to
determine the functions of design management during the before tender stage. Once the
company had received the contract for a project they normally required a person, a design
manager, design director, operations manager or business development manager to set up
systems, which were to be used by design management later on in the project. As the projects
approached the design stage the workload exceeded the capacity of this person and further
design management personnel were resourced. These personnel consisted of design directors,
design managers, senior design engineers or senior architects, design-construction
coordinators, design integrity managers and engineering managers. When there wasn’t all
these personnel the remaining design management personnel took on the roles of the other
personnel. Towards the finalisation of the design work only one person, either a senior design
engineer, senior architect or design manager was left to deal with the remaining design
management issues. Case studies thus far indicate that design management personnel are
taken off the project before design finalization and the remaining design management issues
left to the construction team and design consultancy.
The people who set up the systems for design management in the case studies conceptually
acted as meta designers in that they designed a system in order to get the various stakeholders
involved in the design process. These systems enabled the various stakeholders to submit,
critique, change and approve parts of the design. These people set up weekly or monthly
meetings between relevant stakeholders; co-ordinated the document schedule from the design
firm, and determined the subsequent document flow in order for the stakeholders to have
design input and approvals to be obtained. Additionally systems which enabled sharing of
design documentation and ways to deal with design deviations were devised by these
personnel. These people weren’t directly responsible for the design or the design team; and
they didn’t have many design sub-ordinates to manage.
The people who took on the design management functions after the initial set up conceptually
fitted the meta designer conception as they used, maintained and continued the development
of the system devised by the initial design management personnel, which enabled
stakeholders to be co-designers or co-developers. These design management personnel in
some ways conceptually functioned as a division of project management in that they partook
in activities such as planning, monitoring and control and in that they also calculated
document control and design progress metrics. These activities were considered important
and time consuming by many respondents in the survey given to design management.
However this conception wasn’t seen as adequately describing what design management spent
most of their time doing. That is communicating with the projects various stakeholders.
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Design construction coordinators and design managers dealt with the issues arising from the
integrating design and construction conception during a project. However these people did
not yet perform all the conceptualised functions that would integrate design and construction.
They ensured that design and construction had ample contact. They dealt with issues
occurring between design and construction, such as when design clarifications needed to be
made. They were faced with issues arising from the traditional ways of working in the
construction industry, such as constructors trying to save on material costs rather than using
innovative design; constructors making last minute decisions; and designers neglecting
construction aspects in their designs. They passed on technical design information to
constructors and construction requirements to the design team. They dealt with procurement,
estimating and quality control issues, which design impacts upon and they dealt with design
for value and value for design issues. They also had a role in integrating stakeholders
particularly construction as co-developers and co-designers. When a design-construction co-
ordinator wasn’t present other design management personnel took on the issues involved in
integrating design and construction.
Design managers, senior design engineers, senior architects, design integrity managers and
engineering managers were often used to do the tasks that designers do on smaller projects do,
but which inevitably get lost on larger projects. Tasks were done such as: checking that the
overall design conformed to the relevant standards; investigating various design options; and
involving the various stakeholders in design issues.
Results thus far indicate the following. The personnel responsible for setting up the systems
that will be used by design management in a project could be conceptually viewed as “meta
designers” who design a system that enables stakeholders to be co-developers or co-designers.
The personnel responsible for design management after the systems have been set up could be
conceptually viewed as “meta designers” who do the tasks which designers do on smaller
projects, but which inevitably get lost in larger projects. The personnel responsible for design
and construction coordination could be conceptually viewed as dealing with the issues arising
in the “integrators of design and construction” conception.
Overcoming or moderating the issues between design and construction was seen as a
necessary role. When these issues were not addressed properly confusion over construction
techniques arose, design intent was lost in the final constructed product, unnecessary delays
took place and poor project satisfaction was observed. Incorporating constructors as co-
developers or co-designers is one way in which integration of design and construction is dealt
with.
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The conception of design management as managers of design was not seen to adequately
describe design management after a project had been secured. Design management personnel
at the construction company rarely had many sub-ordinates to manage; they rarely managed a
design team or determined design tactics and strategies for design. In addition design
managers in a construction company seldom dealt with branding, designing the future of a
company or marketing. Further data collection is required in order to determine if this
conception describes design management before a project is secured.
The conception of design management as task, flow and value management [28] was not seen
as adequately describing the practical role of design management in the construction
company. The concept, main principles, methods and practices in the task management view
were outside the responsibilities of design management. The concept, main principles,
methods and practices of the flow view did not conceptually describe the practices of design
management, because the practices were not practiced by design management and elimination
of waste was not an overriding principle of design management. The concept, main
principles, methods and practices of the value generation view were not seen as adequately
describing design management as it stands, because design management were taking into
account several stakeholders requirements and weren’t doing the suggested methods and
practices by themselves. In line with Riley and Clare-Brown [31] this description would
require substantial modification to be used to describe the practice of design management in
the construction company researched.
Two main functions of design management personnel cited in company documents was
ensuring stakeholders understood design developments or design changes and maintaining the
design intent. Utilizing stakeholders as co-developers or co-designers ensured that they were
up to date with the design developments and that the design intent was maintained.
The tasks within the meta designer conception were observed in the case studies as being
required in the construction industry. When the tasks of incorporating stakeholders as co-
developers or co-designers were neglected a resultant delay or hold-up became apparent.
Such delays included approvals taking a longer time than expected, because a stakeholder’s
issues were not addressed, document delays because designers didn’t understand stakeholder
inquiries and misunderstandings occurring between stakeholders, which caused design errors
and resultant rework.
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7 Conclusion
A conception of design management, which resembles design management practices in a
construction company, is emerging along with a detailed description of those practices. Early
results indicate that design management in the construction company after a tender has been
secured can be better conceived as “meta designers” rather than as “managers” and that they
also deal with the issues described in the conception of design management as integrators of
design and construction. The design management personnel were responsible for designing a
system, which made the stakeholders the co-developers or co-designers; they did the tasks
that designers are responsible for in smaller projects, but which inevitably get lost in larger
projects; and they dealt with issues arising from the integration of design and construction
conception. This information can provide a foundation for better co-ordinated design and
construction in complex one-off engineering projects.
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Janthea Andersen
University of Queensland, Catalyst Centre
School of Engineering,
St Lucia, Queensland
Australia
Phone: +61 7 3346 9913
Fax: +61 7 3365 4799
Email: j.andersen@uq.edu.au
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