Role scope

Information Management Lead (Data Manager): the scope, and how I deliver it

On a mega-scale EPC program the Information Management Lead sits between the Principal, the project team and the EPC contractors, and is accountable for the documents, data and models that ultimately become the operating asset’s digital record. Below is the scope I work to — the same scope I was client-approved against as Data Manager.

Main functions

What I own as Information Management Lead

On a major EPC program the Information Management Lead is the single point of accountability for how documents, data and models move between the Principal, the project team and the contractors. This is the scope I work to.

Align with the Principal's IM organisation

I work directly with the Principal's Information Management Lead and Production organisation so Operations needs are captured early and every IM requirement in the contract is actually met on the ground.

Integrate resources into routing and approval

People, systems and workflows are set up so deliverables route, review and approve through defined paths — no side channels, no untracked revisions.

Steward the handover process

I own the stewardship of handover between Contractor, Project Team and Operations, keeping the chain of custody for information intact from engineering through to the operating asset.

Report IM performance and issues

IM key performance indicators and open issues are communicated to the project team, central support organisations and local operations, so problems surface while they are still cheap to fix.

Liaise continually with Operations

Continuous engagement with Operations Management keeps the information product aligned with what the asset owner will actually use after handover.

Apply IM best practice and standards

Everything is delivered against recognised information management best practice and the industrial standards the Principal specifies for the program.

Tasks & responsibilities

How the scope is executed day to day

Depending on the assignment, the Information Management Lead's responsibilities cover planning, governance and execution across the full information lifecycle.

Know every contract scope and IM requirement

I read the contract scopes of work and project IM requirements in full, so IM planning is built on what the program is contractually obliged to deliver.

Own IM planning for documents, data and models

Ultimate responsibility for planning and managing documents, engineering data and 1D/2D/3D models as one connected information set — not three separate silos.

Develop and maintain the IM Strategy & Plan

The Project Information Management Strategy and Plan is written, baselined and kept current, with demonstrable compliance against the project IM requirements.

Keep IM processes consistent across the EPCs

I stay across how each EPC contractor applies IM processes and drive consistency, so data arriving from multiple contractors can be merged without rework.

Execute plans, numbering and distribution

Effective execution of IM plans, document numbering schemes, distribution matrices and the supporting procedures that make them enforceable.

Develop the Information Handover Plan

A defined Information Handover Plan governs the transfer of relevant information from Contractor to Principal — structure, format, quality gates and acceptance criteria agreed up front.

Skills & experience

What I bring against this scope

The required skill set for a contractor's Information Management Lead is specific. This is where my 15+ years map onto it.

Data, information and document assets

A working understanding of information as a capital asset — with the same governance, cost and quality expectations as any other project deliverable.

Major EPC programs in IM roles

Delivered in Information Management and Data Manager roles on multi-billion-dollar EPC programs, working to owner-operator standards.

Data models, metadata and data quality

Fluency in data models, metadata schemas, class libraries and measurable data-quality rules applied at submission, not after handover.

Information security and document management

Access control, confidentiality classification and controlled document management across EDMS platforms including Aconex, Procore and Aramco EPM.

Data governance to specified standards

Governance frameworks built to whatever standards the Principal specifies, with auditable evidence that the program conforms to them.

Approved against this scope

A client review of my personnel proposal confirmed my appointment as Data Manager on Package 06 of an $11B refining and petrochemical program. The redacted approval is published on the approvals page.

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