Energy & Utilities Solutions

With the evolving times and large energy & utility projects taking place across the world with distributed teams, the industry has faced with the challenge of keeping track of their projects timelines and deliverables from their engineering/design teams and sub-contractors/suppliers.

An engineering project involves the planning, engineering, procurement, construction and operation of predominantly large-scale buildings, plants, facilities and infrastructure. These projects are complex and regulated, and without proper management they can face huge challenges to meet their commitments in terms of costs to deliver on time and with full compliance to industry practices.

Key Industry Challenges

Meet HSE and regulatory requirements, as control increase		Regulatory compliance via secure, robust content management and retention
Reduce Operational, Safety and Process risk		Content and retention, records management of high-value content (SOPs, P&IDs etc.)
Capture and reuse knowledge		Focus on knowledge management and collaboration
Delay in collecting information, review/approvals, correct versions and documentation		Single repository with version control and approval workflows
Challenges in keeping track of projects timelines and deliverables		Extensive reports and integration with project management solution

Central to the problem is how the teams are exchanging the information. An electronic document management system (EDMS) is used to transfer the asset's drawings, specifications, calculations and other information, usually for review, comment, or approval purposes. It is also an official business record, forming the basis for many contractual decisions and results, and even determining liability in some situations.

Without a way to control and audit the process of transmittal exchanges, projects can stall and risks can escalate as confusion mounts over who has been sent what version of a document, what has been approved, and how third parties have been involved in the process.

With the energy & utility industry getting more regulated to meet international standards, Engineering, Procurement, Construction & Commissioning (EPCC) contractors are faced with a greater challenge of managing and preserving the information in more structured manner to meet their contractual obligations and to perform better against competitors.

EDMS Solution Features EMC Documentum based solution for energy & utility industry provides a fully auditable process to control the electronic distribution of documents and drawings to and from external parties like supplier/sub-contractors.

The solution makes use of role-based access feature of EMC Documentum xCP to give external parties a secure environment in which to receive and submit project documents and drawings. Third parties can download transmittal packages and submit documents through a web browser making it an effective transmittal management solution.

Documents and drawings are sent and received to named recipients via electronic packages. Each package includes an automatically generated transmittal coversheet providing transmittal number, instructions and document information.

Dynamic reports such as MDR, SMDR and Overdue documents reports enable Document Controllers and Project Managers to track the status of Transmittals and project documents. This helps project teams to manage key milestones associated with the transfer and acceptance of documents and drawings.

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