Colin Bell & Thomas CrossleyDigital Construction Director & Senior BIM ManagerMain Contractor
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Kier

Colin Bell saw what Thomas Crossley had built on Kier’s prison programme and asked a bigger question: could the same approach work across every division, every region, every project in the business? The answer required enterprise templates, a controlled request process, and Microsoft Fabric pulling it all together.

Executive summary

Having proved that Morta could transform information delivery planning on individual custodial projects, Kier’s Digital Construction Director Colin Bell set out to standardise the approach across the entire business. Thomas Crossley built a controlled request process with a RACI matrix, an enterprise template that could stand up a new project in one day, and a data aggregation pipeline feeding all projects into Microsoft Fabric for enterprise-wide Power BI reporting. Kier went from 4 custodial projects to 20+ live projects in a matter of weeks, with over 30 suppliers onboarded and every project running on the same standardised structure. The result is the first time Kier has been able to analyse information delivery performance by region, office, project, or originator code across the whole portfolio.

Team sizeThomas Crossley built the enterprise template; Colin Bell drove the strategic rollout across divisions
Time to value4 custodial projects to 20+ live projects in a matter of weeks using the enterprise template
SectorCustodial
20+Live projects
1 dayNew project setup
30+Suppliers onboarded
1Enterprise template for all divisions

Consistency and standardization are becoming the norm. Capturing data once and reusing it many times not only reduces errors but also protects margins.

Colin Bell, Digital Construction Director @ Kier Group

The results

Kier went from four custodial projects using Morta to over twenty live projects across the business in a matter of weeks. The enterprise template Colin Bell commissioned made this possible — new project setup dropped from weeks of configuring Excel templates, interlinked sheets, and training teams to a single day. Duplicate the template, add project-specific details, and the team is operational immediately with all standard columns, validation rules, permission structures, and CDE integration configuration already in place.

The standardisation extends beyond individual projects. By aggregating data from all projects into a central hub using Morta’s synchronisation, then piping it into Microsoft Fabric and Power BI, Kier now has enterprise-wide visibility that was previously impossible. Colin Bell’s team can analyse performance by region, office, project, or originator code — the kind of cross-portfolio reporting that Excel files scattered across different project teams could never deliver.

Thomas Crossley built a controlled process for requesting new IDPs, complete with a RACI matrix, so the rollout stays disciplined rather than drifting into project-by-project customisation. Each new project gets its own tailored site based on its information standards, but the underlying structure is consistent. This controlled approach to growth is what protects the standardisation that makes enterprise reporting possible in the first place.

The approach also proved to be CDE-agnostic. Whether a project uses Viewpoint, Asite, or any other CDE, the same Morta templates and reporting structure apply. This flexibility was essential for scaling across divisions where different projects have different CDE requirements.

Consistency and standardization are becoming the norm. Capturing data once and reusing it many times not only reduces errors but also protects margins. We began with strategic Pathfinder projects in custodial environments, scaled to regional projects, and now have twenty live projects in just a few weeks.

Colin Bell, Digital Construction Director @ Kier Group

The challenge

At the enterprise level, Colin Bell had no way to get a consistent picture of information delivery across the Kier business. Each project ran its own Excel files with its own structure and conventions. Even on the custodial programme, where Thomas Crossley had built a working IDP process, the approach was bespoke to that programme. There was no mechanism to replicate it consistently, no way to enforce standards across divisions, and no path to aggregating data for enterprise reporting.

The lack of standardisation had real commercial consequences. When every project team defines its own columns, its own validation rules, and its own reporting formats, the data cannot be compared or combined. Margins get eroded by inefficiency that nobody can see because there is no unified view. Training costs multiply because every project is a fresh learning exercise. And the knowledge built on one project stays locked in that project’s files.

Colin Bell needed a way to capture data once and reuse it many times — not just within a project, but across the entire Kier Group. That meant moving from a successful project-level implementation to a genuine enterprise platform, with templates that could flex for client-specific requirements without breaking the standardised core.

We aggregate data from all projects into a central hub using Morta’s synchronization, then into Microsoft Fabric and Power BI for reporting. This lets us analyze performance by region, office, project, or originator code.

Thomas Crossley, Senior BIM Manager @ Kier

The solution

The solution was to take what worked on the custodial programme and turn it into a repeatable enterprise framework. Colin Bell commissioned an enterprise template that codifies everything: standard columns, validation rules, permission structures, CDE integration configuration, and reporting dashboards. Any Kier project can now be stood up in a single day by duplicating this template and adding project-specific details.

To prevent the template from fragmenting as it spread across divisions, Thomas Crossley designed a controlled request process for new IDPs. Project teams submit requests through a RACI matrix that defines who is responsible, accountable, consulted, and informed for each new deployment. This governance layer ensures that every new project starts from the same baseline and that any customisation for client-specific requirements is tracked and deliberate rather than ad hoc.

Onboarding suppliers at scale required its own approach. Each project gets a tailored site based on its information standards, but the underlying data structure is consistent. Over 30 information suppliers across the custodial programme alone now input directly into Morta, each with filtered views and controlled pick lists. As Kier expands to other divisions, the same onboarding pattern applies.

The enterprise reporting layer ties it all together. Data from all projects flows into a central hub via Morta’s synchronisation, then into Microsoft Fabric and Power BI. For the first time, Kier can analyse information delivery performance across the entire business — by region, office, project, or originator code — using data that is structurally consistent because it all came from the same template.

The implementation

The enterprise rollout built on the foundation that Ashley Dawson and Thomas Crossley had established on the custodial programme. Colin Bell saw the potential beyond MOJ projects and set a target: an enterprise template for all of Kier within six months, deployable across every division with flexibility for client-specific requirements.

The first step was standardising the template itself. Rather than allowing each new project to customise freely, the enterprise template locked in the core structure while providing defined extension points for project-specific needs. This balance between consistency and flexibility was the key design decision — too rigid and teams would work around it, too flexible and the standardisation would dissolve.

Kier began with strategic Pathfinder projects in custodial environments, using them as proving grounds for the enterprise approach. Once the pattern was validated, they scaled to regional projects across other divisions. The progression from four custodial projects to twenty-plus live projects happened rapidly precisely because the template eliminated the setup overhead that had previously made each new deployment a multi-week effort.

The data aggregation architecture was built in parallel. Thomas Crossley set up Morta’s synchronisation to feed all project data into a central hub, which then connects to Microsoft Fabric for enterprise-wide Power BI reporting. This was the capability Colin Bell needed most — a single, consistent view of information delivery performance across the entire Kier portfolio. Kier has also been collaborating with Andy Boutle at ALEC, sharing ideas and templates between the two organisations, demonstrating that the standardised approach has value beyond a single company.

Before & after

Before

Weeks to set up Excel templates for each project

After

1 day to deploy using the enterprise template

Before

No way to compare performance across the portfolio

After

Enterprise-wide Power BI via Microsoft Fabric

Before

Each project had its own structure and conventions

After

Every project starts from the same standardised baseline

About Kier

Kier is one of the UK’s leading construction and infrastructure companies, operating across multiple divisions delivering projects nationwide.

What's next

Continuing to expand across Kier’s divisions with the enterprise template, aggregating data via Microsoft Fabric for cross-portfolio reporting by region, office, project, and originator code.

Want to see how this could work for your projects?

Frequently asked questions.

Common questions about this template and how it works.

How does Kier’s enterprise template work?

Colin Bell commissioned an enterprise template that includes all standard columns, validation rules, permission structures, and CDE integration configuration. When a new project starts, the template is duplicated and project-specific details are added. The team is operational in a single day, compared to the weeks previously required to set up Excel templates, interlinked sheets, and training. The template is designed to flex for client-specific requirements without breaking the standardised core.

How does Kier control the rollout of new IDPs across divisions?

Thomas Crossley designed a controlled request process using a RACI matrix that defines who is responsible, accountable, consulted, and informed for each new IDP deployment. This governance layer prevents the template from fragmenting as it spreads across divisions and ensures every new project starts from the same baseline. Any customisation for client-specific requirements is tracked and deliberate rather than ad hoc.

How does Kier aggregate data across all projects for enterprise reporting?

Data from all projects flows into a central hub via Morta’s synchronisation, then into Microsoft Fabric and Power BI. This gives Kier enterprise-wide visibility for the first time — they can analyse information delivery performance by region, office, project, or originator code. This was impossible with Excel because each project ran its own files with its own structure and conventions.

How does Kier onboard suppliers at scale?

Each project gets its own tailored site based on its information standards, but the underlying data structure is consistent across all projects. Over 30 information suppliers across the custodial programme input directly into Morta, each with filtered views showing only their deliverables and controlled pick lists guiding data entry. The same onboarding pattern applies as Kier expands to other divisions.

How quickly can Kier set up a new project in Morta?

Using the enterprise template, a new project can be stood up in one day. Previously, setting up Excel templates, interlinked sheets, and training teams took weeks. This is why Kier has been able to scale from 4 custodial projects to 20+ live projects so rapidly. The template includes everything needed: columns, validation, permissions, CDE configuration, and reporting dashboards.

Is the solution tied to a specific CDE?

No. The enterprise template is CDE-agnostic. Whether a project uses Viewpoint, Asite, or any other CDE, the same Morta templates and reporting structure apply. This flexibility was essential for scaling across Kier’s divisions, where different projects have different CDE requirements depending on the client and contractor.

Full community session transcript

James: Thank you to Mo and Morta for asking us to come and join you. My name’s James Franklin. I’m joined today by my esteemed colleagues, Ashley and Thomas. We’re really excited to talk to you today on Kier’s implementation of Morta, particularly how we have applied it to our information delivery plan or IDP process.

I have a mixed background in IT and civil engineering, but I’ve spent the last 12 years focusing on BIM. The last eight of those years, I’ve worked for Kier Construction, heading up BIM and digital construction for their major projects division. Major projects work all over the UK, delivering build projects focused on custodial, healthcare, sciences and defence sectors, with project values typically starting at around 150 million and rising up to around 400 million British pounds.

I’m going to focus on telling the story of how Kier have developed and progressed our approach to information management against the backdrop of some major custodial schemes for the Ministry of Justice. Starting with HMP Oakwood in 2012 — we didn’t follow the TIDP MIDP process at that point. Then HMP Five Wells in 2019 where Tom created a series of interlinked Excel spreadsheets for TIDPs sent to subcontractors, linked to a master information delivery plan in Excel. We could scrape some metadata from Viewpoint and report to Power BI. However, it did have its drawbacks — the Excels were prone to error, took manual effort, and constant revisioning. It was so challenging to roll out that I had to hire Tom’s identical twin brother Matt on a part-time basis.

We were originally introduced to Morta via Rob Jackson of BonBryan Digital and the work he was doing on behalf of the MOJ. It quickly became evident that Morta was a great place for us to manage our IDPs.

Ashley: I’m going to take you through our information delivery plan process using the Accelerated House Block Development Programme (AHDP) as the example. AHDP comprises three prisons: HMP Bullingdon near Oxford, HMP Channings Wood near Exeter, and HMP Elmley on the Isle of Sheppey. Each has its own instance of Viewpoint connected to one Morta project.

The fundamental difference between our traditional Excel approach and the database approach: traditionally, we amalgamated data — receiving many TIDPs in Excel, federating into the MIDP. With the database, we’ve flipped the process. We start at the top with our programme level MIDP, filtered by project codes to produce project level MIDPs, then filtered again on originator and discipline into supply chain and internal Kier TIDPs.

Permissions are important — every user gets three tags: project code, originator code, discipline code. For example, John Smith works on HMP Channings Wood, for Baker Hicks, as an electrical engineer. When he logs into Morta, he can only see Channings Wood electrical deliverables for Baker Hicks.

The internal Kier TIDP has an additional function that automatically generates unique references via a webhook. We have an API that extracts each document’s metadata from Viewpoint daily at 6am — including revisions, suitability codes, modified dates, workflow statuses, and direct shortcode links. The final column automatically calculates documents uploaded to the CDE without being on a TIDP.

Thomas: I’m going to take you through how we summarize our IDP in Power BI. We’ve got approximately 30 suppliers and various delivery statuses. We can track if information’s been received, withdrawn, delivered without a planned date, or is late. Because we’re leveraging the information in the file name, we can filter by asset, discipline, or file type. We’ve got only about 4% information mismatch out of 12,000 documents.

The plan versus actual tracker pulls down dates and does a comparison. Each document gets a separate status. We’ve also built automated QA checks against all the file name fields.

James: Benefits of implementing Morta: single and consistent reporting mechanism for IDP. Streamlined reporting and visibility. Easy to roll out on projects. Higher confidence in data. Open and consistent approach compatible with varying digital maturity. Works with all CDEs. In 1 year across 4 projects we save circa 5,760 TIDP document revisions.

Lessons learned are mainly about people and culture. We need relevant training, awareness, and often changing mindset. Once we’ve explained the benefits, people are normally along for the ride.

Colin Bell: Consistency and standardization are becoming the norm. Capturing data once and reusing it many times not only reduces errors but also protects margins. We began with strategic Pathfinder projects in custodial environments, scaled to regional projects, and now have twenty live projects in just a few weeks. Thomas built a controlled process for requesting new IDPs with a RACI matrix.

Thomas: We onboard information suppliers into Morta with each project having its own tailored site based on its information standards. Once data is in Morta, we integrate it with Viewpoint and pull into Power BI. We aggregate data from all projects into a central hub using Morta’s synchronization, then into Microsoft Fabric and Power BI for reporting. This lets us analyze performance by region, office, project, or originator code.

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