data-evolution-analysis

Data Evolution Analysis

Overview

Based on DDC methodology (Chapter 1.1), this skill analyzes data evolution patterns in construction organizations, assessing digital maturity levels from paper-based workflows to fully data-driven operations.

Book Reference: "Эволюция использования данных в строительной отрасли" / "Evolution of Data Usage in Construction"

Quick Start

from dataclasses import dataclass, field
from enum import Enum
from typing import List, Dict, Optional
from datetime import datetime
import json

class MaturityLevel(Enum):
    """Digital maturity levels based on DDC methodology"""
    LEVEL_0_PAPER = 0      # Paper-based, no digital tools
    LEVEL_1_BASIC = 1      # Basic digital (spreadsheets, email)
    LEVEL_2_STRUCTURED = 2  # Structured databases, some integration
    LEVEL_3_INTEGRATED = 3  # ERP/BIM integration, workflows
    LEVEL_4_AUTOMATED = 4   # Automated processes, ML/AI
    LEVEL_5_PREDICTIVE = 5  # Predictive analytics, digital twins

class DataCategory(Enum):
    """Categories of construction data"""
    DESIGN = "design"
    COST = "cost"
    SCHEDULE = "schedule"
    QUALITY = "quality"
    SAFETY = "safety"
    PROCUREMENT = "procurement"
    DOCUMENT = "document"
    COMMUNICATION = "communication"

@dataclass
class DataFlowAssessment:
    """Assessment of data flow in an organization"""
    category: DataCategory
    source_systems: List[str]
    storage_format: str
    integration_level: float  # 0-1
    automation_level: float   # 0-1
    data_quality_score: float # 0-1
    issues: List[str] = field(default_factory=list)

@dataclass
class MaturityAssessment:
    """Complete digital maturity assessment"""
    organization_name: str
    assessment_date: datetime
    overall_level: MaturityLevel
    category_scores: Dict[DataCategory, float]
    data_flows: List[DataFlowAssessment]
    strengths: List[str]
    weaknesses: List[str]
    recommendations: List[str]
    roadmap: Dict[str, List[str]]


class DataEvolutionAnalyzer:
    """
    Analyze data evolution and digital maturity in construction organizations.
    Based on DDC methodology Chapter 1.1.
    """

    def __init__(self):
        self.assessment_criteria = self._load_criteria()
        self.evolution_stages = self._define_evolution_stages()

    def _load_criteria(self) -> Dict[DataCategory, Dict]:
        """Load assessment criteria for each category"""
        return {
            DataCategory.DESIGN: {
                "tools": ["CAD", "BIM", "Collaboration Platform"],
                "metrics": ["model_usage", "clash_detection", "design_reviews"],
                "weight": 0.20
            },
            DataCategory.COST: {
                "tools": ["Spreadsheets", "Estimating Software", "ERP"],
                "metrics": ["automation_level", "historical_data", "benchmarking"],
                "weight": 0.15
            },
            DataCategory.SCHEDULE: {
                "tools": ["Gantt Charts", "CPM Software", "4D BIM"],
                "metrics": ["resource_loading", "progress_tracking", "forecasting"],
                "weight": 0.15
            },
            DataCategory.QUALITY: {
                "tools": ["Checklists", "QC Software", "Defect Tracking"],
                "metrics": ["inspection_digitization", "defect_analytics", "compliance"],
                "weight": 0.12
            },
            DataCategory.SAFETY: {
                "tools": ["Incident Reports", "Safety Software", "IoT Sensors"],
                "metrics": ["incident_tracking", "predictive_safety", "training"],
                "weight": 0.12
            },
            DataCategory.PROCUREMENT: {
                "tools": ["RFQ Manual", "e-Procurement", "Supply Chain"],
                "metrics": ["vendor_management", "material_tracking", "integration"],
                "weight": 0.10
            },
            DataCategory.DOCUMENT: {
                "tools": ["File Shares", "DMS", "CDE"],
                "metrics": ["version_control", "access_control", "searchability"],
                "weight": 0.08
            },
            DataCategory.COMMUNICATION: {
                "tools": ["Email", "Collaboration", "Unified Platform"],
                "metrics": ["response_time", "transparency", "audit_trail"],
                "weight": 0.08
            }
        }

    def _define_evolution_stages(self) -> Dict[MaturityLevel, Dict]:
        """Define characteristics of each evolution stage"""
        return {
            MaturityLevel.LEVEL_0_PAPER: {
                "name": "Paper-Based",
                "description": "Manual, paper-based processes",
                "characteristics": [
                    "Physical document storage",
                    "Manual data entry",
                    "Limited data sharing",
                    "No real-time visibility"
                ],
                "typical_tools": ["Paper forms", "Physical filing"]
            },
            MaturityLevel.LEVEL_1_BASIC: {
                "name": "Basic Digital",
                "description": "Basic digitization with standalone tools",
                "characteristics": [
                    "Spreadsheets for calculations",
                    "Email for communication",
                    "File shares for storage",
                    "Manual data transfer between systems"
                ],
                "typical_tools": ["Excel", "Word", "Email", "File shares"]
            },
            MaturityLevel.LEVEL_2_STRUCTURED: {
                "name": "Structured Data",
                "description": "Structured databases and specialized software",
                "characteristics": [
                    "Department-specific software",
                    "Structured databases",
                    "Basic reporting",
                    "Some standardization"
                ],
                "typical_tools": ["CAD", "Estimating software", "Project software"]
            },
            MaturityLevel.LEVEL_3_INTEGRATED: {
                "name": "Integrated Systems",
                "description": "Connected systems with data flow",
                "characteristics": [
                    "ERP integration",
                    "BIM adoption",
                    "Automated workflows",
                    "Cross-department data sharing"
                ],
                "typical_tools": ["BIM", "ERP", "CDE", "BI dashboards"]
            },
            MaturityLevel.LEVEL_4_AUTOMATED: {
                "name": "Automated & Analytics",
                "description": "Automation and advanced analytics",
                "characteristics": [
                    "Automated data collection",
                    "Machine learning models",
                    "Predictive analytics",
                    "Real-time dashboards"
                ],
                "typical_tools": ["ML platforms", "IoT", "Advanced analytics"]
            },
            MaturityLevel.LEVEL_5_PREDICTIVE: {
                "name": "Predictive & Autonomous",
                "description": "AI-driven, predictive operations",
                "characteristics": [
                    "Digital twins",
                    "Autonomous decision support",
                    "Continuous optimization",
                    "Predictive maintenance"
                ],
                "typical_tools": ["Digital twins", "AI/ML", "Autonomous systems"]
            }
        }

    def assess_organization(
        self,
        organization_name: str,
        survey_responses: Dict[str, any],
        system_inventory: List[Dict],
        process_documentation: Optional[Dict] = None
    ) -> MaturityAssessment:
        """
        Perform comprehensive digital maturity assessment.

        Args:
            organization_name: Name of the organization
            survey_responses: Responses from maturity survey
            system_inventory: List of systems/tools in use
            process_documentation: Optional process documentation

        Returns:
            Complete maturity assessment
        """
        # Analyze data flows
        data_flows = self._analyze_data_flows(system_inventory, survey_responses)

        # Calculate category scores
        category_scores = self._calculate_category_scores(
            data_flows, survey_responses
        )

        # Determine overall maturity level
        overall_score = sum(
            score * self.assessment_criteria[cat]["weight"]
            for cat, score in category_scores.items()
        )
        overall_level = self._score_to_level(overall_score)

        # Identify strengths and weaknesses
        strengths, weaknesses = self._identify_gaps(category_scores)

        # Generate recommendations
        recommendations = self._generate_recommendations(
            overall_level, weaknesses, data_flows
        )

        # Create roadmap
        roadmap = self._create_roadmap(overall_level, recommendations)

        return MaturityAssessment(
            organization_name=organization_name,
            assessment_date=datetime.now(),
            overall_level=overall_level,
            category_scores=category_scores,
            data_flows=data_flows,
            strengths=strengths,
            weaknesses=weaknesses,
            recommendations=recommendations,
            roadmap=roadmap
        )

    def _analyze_data_flows(
        self,
        system_inventory: List[Dict],
        survey_responses: Dict
    ) -> List[DataFlowAssessment]:
        """Analyze data flows between systems"""
        flows = []

        for category in DataCategory:
            # Find systems for this category
            category_systems = [
                s for s in system_inventory
                if s.get("category") == category.value
            ]

            if not category_systems:
                flows.append(DataFlowAssessment(
                    category=category,
                    source_systems=[],
                    storage_format="none",
                    integration_level=0.0,
                    automation_level=0.0,
                    data_quality_score=0.0,
                    issues=["No systems identified for this category"]
                ))
                continue

            # Analyze integration and automation
            integration = self._calculate_integration_score(category_systems)
            automation = self._calculate_automation_score(
                category_systems, survey_responses
            )
            quality = survey_responses.get(
                f"{category.value}_data_quality", 0.5
            )

            # Identify issues
            issues = self._identify_flow_issues(
                category_systems, integration, automation
            )

            flows.append(DataFlowAssessment(
                category=category,
                source_systems=[s["name"] for s in category_systems],
                storage_format=category_systems[0].get("format", "unknown"),
                integration_level=integration,
                automation_level=automation,
                data_quality_score=quality,
                issues=issues
            ))

        return flows

    def _calculate_integration_score(
        self, systems: List[Dict]
    ) -> float:
        """Calculate integration score for systems"""
        if not systems:
            return 0.0

        total_integrations = sum(
            len(s.get("integrations", [])) for s in systems
        )
        max_integrations = len(systems) * 3  # Assume max 3 integrations per system

        return min(1.0, total_integrations / max_integrations)

    def _calculate_automation_score(
        self,
        systems: List[Dict],
        survey: Dict
    ) -> float:
        """Calculate automation score"""
        scores = []

        for system in systems:
            system_score = 0.0
            if system.get("has_api"):
                system_score += 0.3
            if system.get("automated_imports"):
                system_score += 0.3
            if system.get("automated_exports"):
                system_score += 0.2
            if system.get("workflow_automation"):
                system_score += 0.2
            scores.append(system_score)

        return sum(scores) / len(scores) if scores else 0.0

    def _calculate_category_scores(
        self,
        data_flows: List[DataFlowAssessment],
        survey: Dict
    ) -> Dict[DataCategory, float]:
        """Calculate maturity score for each category"""
        scores = {}

        for flow in data_flows:
            # Combine different aspects
            tool_score = survey.get(f"{flow.category.value}_tool_maturity", 0.5)
            process_score = survey.get(f"{flow.category.value}_process_maturity", 0.5)

            category_score = (
                tool_score * 0.3 +
                process_score * 0.2 +
                flow.integration_level * 0.2 +
                flow.automation_level * 0.2 +
                flow.data_quality_score * 0.1
            )

            scores[flow.category] = category_score

        return scores

    def _score_to_level(self, score: float) -> MaturityLevel:
        """Convert numeric score to maturity level"""
        if score < 0.1:
            return MaturityLevel.LEVEL_0_PAPER
        elif score < 0.25:
            return MaturityLevel.LEVEL_1_BASIC
        elif score < 0.45:
            return MaturityLevel.LEVEL_2_STRUCTURED
        elif score < 0.65:
            return MaturityLevel.LEVEL_3_INTEGRATED
        elif score < 0.85:
            return MaturityLevel.LEVEL_4_AUTOMATED
        else:
            return MaturityLevel.LEVEL_5_PREDICTIVE

    def _identify_gaps(
        self,
        scores: Dict[DataCategory, float]
    ) -> tuple[List[str], List[str]]:
        """Identify strengths and weaknesses"""
        avg_score = sum(scores.values()) / len(scores)

        strengths = [
            f"{cat.value}: {score:.0%}"
            for cat, score in scores.items()
            if score > avg_score + 0.1
        ]

        weaknesses = [
            f"{cat.value}: {score:.0%}"
            for cat, score in scores.items()
            if score < avg_score - 0.1
        ]

        return strengths, weaknesses

    def _identify_flow_issues(
        self,
        systems: List[Dict],
        integration: float,
        automation: float
    ) -> List[str]:
        """Identify issues in data flow"""
        issues = []

        if integration < 0.3:
            issues.append("Low system integration - data silos likely")
        if automation < 0.3:
            issues.append("Manual data transfer required")
        if len(systems) > 3:
            issues.append("Multiple overlapping systems")

        return issues

    def _generate_recommendations(
        self,
        level: MaturityLevel,
        weaknesses: List[str],
        flows: List[DataFlowAssessment]
    ) -> List[str]:
        """Generate improvement recommendations"""
        recommendations = []

        # Level-specific recommendations
        level_recs = {
            MaturityLevel.LEVEL_0_PAPER: [
                "Implement basic digital tools (spreadsheets, file sharing)",
                "Digitize critical paper-based processes",
                "Train staff on basic digital skills"
            ],
            MaturityLevel.LEVEL_1_BASIC: [
                "Adopt specialized construction software",
                "Implement structured data storage",
                "Standardize data formats and naming conventions"
            ],
            MaturityLevel.LEVEL_2_STRUCTURED: [
                "Integrate key systems (ERP, PM, BIM)",
                "Implement Common Data Environment (CDE)",
                "Develop automated workflows"
            ],
            MaturityLevel.LEVEL_3_INTEGRATED: [
                "Implement advanced analytics and dashboards",
                "Explore IoT for automated data collection",
                "Develop machine learning models for prediction"
            ],
            MaturityLevel.LEVEL_4_AUTOMATED: [
                "Implement digital twin technology",
                "Deploy AI-driven decision support",
                "Enable predictive maintenance and operations"
            ],
            MaturityLevel.LEVEL_5_PREDICTIVE: [
                "Continuous optimization of AI models",
                "Expand autonomous decision-making",
                "Industry leadership and knowledge sharing"
            ]
        }

        recommendations.extend(level_recs.get(level, []))

        # Address specific weaknesses
        for flow in flows:
            if flow.integration_level < 0.3:
                recommendations.append(
                    f"Improve {flow.category.value} system integrations"
                )
            if flow.data_quality_score < 0.5:
                recommendations.append(
                    f"Implement data quality controls for {flow.category.value}"
                )

        return recommendations[:10]  # Top 10 recommendations

    def _create_roadmap(
        self,
        current_level: MaturityLevel,
        recommendations: List[str]
    ) -> Dict[str, List[str]]:
        """Create phased improvement roadmap"""
        return {
            "Phase 1 (0-6 months)": recommendations[:3],
            "Phase 2 (6-12 months)": recommendations[3:6],
            "Phase 3 (12-24 months)": recommendations[6:],
            "Target Level": [
                f"Move from {current_level.name} to "
                f"{MaturityLevel(min(current_level.value + 1, 5)).name}"
            ]
        }

    def compare_assessments(
        self,
        assessments: List[MaturityAssessment]
    ) -> Dict:
        """Compare multiple assessments over time or across organizations"""
        comparison = {
            "assessments": len(assessments),
            "levels": [a.overall_level.name for a in assessments],
            "trends": {},
            "best_practices": []
        }

        # Track category trends
        for category in DataCategory:
            scores = [a.category_scores[category] for a in assessments]
            comparison["trends"][category.value] = {
                "scores": scores,
                "improvement": scores[-1] - scores[0] if len(scores) > 1 else 0
            }

        return comparison

    def generate_report(
        self,
        assessment: MaturityAssessment
    ) -> str:
        """Generate executive summary report"""
        stage_info = self.evolution_stages[assessment.overall_level]

        report = f"""
# Digital Maturity Assessment Report
## {assessment.organization_name}

**Assessment Date:** {assessment.assessment_date.strftime('%Y-%m-%d')}
**Overall Maturity Level:** {assessment.overall_level.name} - {stage_info['name']}

### Executive Summary
{stage_info['description']}

### Category Scores
"""
        for cat, score in assessment.category_scores.items():
            bar = "█" * int(score * 10) + "░" * (10 - int(score * 10))
            report += f"- {cat.value.title()}: {bar} {score:.0%}\n"

        report += "\n### Strengths\n"
        for strength in assessment.strengths:
            report += f"- {strength}\n"

        report += "\n### Areas for Improvement\n"
        for weakness in assessment.weaknesses:
            report += f"- {weakness}\n"

        report += "\n### Recommendations\n"
        for i, rec in enumerate(assessment.recommendations, 1):
            report += f"{i}. {rec}\n"

        report += "\n### Roadmap\n"
        for phase, items in assessment.roadmap.items():
            report += f"\n**{phase}**\n"
            for item in items:
                report += f"- {item}\n"

        return report


class DataEvolutionTracker:
    """Track data evolution over time"""

    def __init__(self, organization_name: str):
        self.organization = organization_name
        self.history: List[MaturityAssessment] = []
        self.milestones: List[Dict] = []

    def add_assessment(self, assessment: MaturityAssessment):
        """Add new assessment to history"""
        self.history.append(assessment)
        self._check_milestones(assessment)

    def _check_milestones(self, assessment: MaturityAssessment):
        """Check if any milestones were reached"""
        if len(self.history) > 1:
            prev = self.history[-2]

            # Level improvement
            if assessment.overall_level.value > prev.overall_level.value:
                self.milestones.append({
                    "date": assessment.assessment_date,
                    "type": "level_up",
                    "description": f"Advanced from {prev.overall_level.name} "
                                   f"to {assessment.overall_level.name}"
                })

            # Category improvements
            for cat in DataCategory:
                if assessment.category_scores[cat] - prev.category_scores[cat] > 0.2:
                    self.milestones.append({
                        "date": assessment.assessment_date,
                        "type": "category_improvement",
                        "description": f"Significant improvement in {cat.value}"
                    })

    def get_evolution_summary(self) -> Dict:
        """Get summary of evolution over time"""
        if not self.history:
            return {"error": "No assessments recorded"}

        return {
            "organization": self.organization,
            "first_assessment": self.history[0].assessment_date,
            "latest_assessment": self.history[-1].assessment_date,
            "starting_level": self.history[0].overall_level.name,
            "current_level": self.history[-1].overall_level.name,
            "total_assessments": len(self.history),
            "milestones": self.milestones,
            "level_progression": [a.overall_level.value for a in self.history]
        }