Engineering Software Handover

Author

John Gunstone

Published

March 12, 2026

Modified

March 26, 2026

To avoid duplication, please refer to the existing Engineering Software Services Overview documentation for an overview of the services provided, a rationale for their existence and a summary of the team responsible for their development and upkeep. This will need reviewing and updating by the new ownership team moving forward.

Handover Relationships

Unfinished Work

  1. Digital Schedules - Phase2
    • Robust support for Types and Instances and flexible / project specific naming conventions
      • Needed Electrical Distribution Equipment Schedule
      • Suggest that Mechanical Equipment Schedules should also update to match (i.e. Vent, Heating & Cooling etc.)
    • Reference Schedules
      • Needed for p/w, d/w, ancilliaries
      • data types is different to normal schedules, more reference lookup data that will not change.
      • suggest storing the data as a datapackage (see netzero-metrics-reference-data for an example) and then building the pdf output schedule from that. They can be a bit more custom given that they don’t change. They may (should) be configurable (e.g. selected pipe materials and that changes whats displayed or something).
  2. Room Data Sheets
  • Ensure revit -> digital-schedules API queries work with larger models
  • Add support for excel only based workflow
  1. Plantroom Schedules

TODO

Proposed next Projects

Document Issue

Direct replacement of existing DNG spreadsheet.

Start using Claude Opus

Push on with Agent based workflows to improve productivity. Work on clear briefings and documentation, this also creates the opportunity for collaboration and alignment with project teams.

Musings

How to create an Engineering Software Team?

I think the senior management first need to consider / recognise / acknowledge the scale of the change. All calcs can be automated. Almost all project data can be accurately stored in BIM/BEM data objects (Revit, IFC, hbjson etc.). Reports can be say 80% templated (using code based automation tools) with project teams editing project specifics. This cannot be done by a couple of developers in a back room but is a practice wide shift towards tech solutions, lead by a well resourced team of developers who have the authority to set the agenda. From a resource point of view I think in the long-term that this means something like:

  • 5-10 engineering focused software engineers, software product managers
  • 20 project based engineers capable of using code-based tools on projects

A comment Olly made when he left is that senior management are not engaged in the work we are doing. I agree. It feels like a bit of a taboo as it costs money to deliver when ironically it is has the potential to genuinely improve business profitability.

The result of this is that Engineers continue to spend resource delivering in the same old way and not trying to engage in new methods. I think that the recent push for more standard Excel Spreadsheets is a good example of this. Whilst they are clearly high quality and better than not having anything, they are directly opposed to developing more code-based / data-driven tools to do the same thing. Simple statements like no new standard calcs are to be made in excel, instead favouring modern code-based workflows would be powerful to guide Engineers towards more forward looking methods.

Who can write code?

  • Software development and writing code is now mainstream. Python is taught in secondary schools and university. AI is very good at writing code when given clear directives. Writing code is an obvious skill for any technical profession (like Engineering) faciliting calculation, task automation and much more.
  • Code is not Software. Code can be quick, dirty and throwaway. Much like an excel calc it is made and discarded or created for a one-time use. It can be a quick, simple tool for Engineering. Creating a piece of software is about clearly defining what the code is for and making it reusable, packaged, tested etc. i.e. code can be a simple project calc but software is more like a Maurizio spreadsheet. Currently at MXF the development team makes software but very few Engineers quick code.
  • Engineers can code. Once an Engineer has used the same code on many projects it can easily be turned into robust software. I think this is an untapped resource.

Data-driven reports are low-hanging fruit (@BPM)

Jupyter Notebooks allow users to combine formatted text, ad-hoc python code and battletested python code from library imports. They can be printed as issuable pdf documents. Based on consistent input data (e.g. from a simulation model); tables, graphs, figures and chunks of text can be generated automatically and will update when the simulation model data updates. This makes it straightforward to create a set of data-extraction scripts and standard reports and analyses focussed on a given type of analysis (e.g. TM52, TM54, NABERS etc.).