Controlled Information Workflow Delivery
Implement controlled document and operating-governance workflows.
When records, revisions, reviews, obligations, and evidence live in separate tools, custody and assurance weaken at every handoff.
Outcome: Put Document Control Hub or Organizational Management System around the records, decisions, controls, and evidence the job requires.
Supports: Document Control Hub, Organizational Management System implementation and adoption.
We'll confirm the accountable product, the first workflow worth changing, and a delivery phase your team can evaluate.
Request a scoped assessmentThe Challenge
Engineers losing delivery focus to document search, version confusion, and manual transmittal tracking
Multiple document numbering systems across projects with no consistency or automation
SharePoint 'as-is' doesn't handle engineering revision workflows — it only does basic versioning
Contractor document submissions are chaotic with no structured exchange or audit trail
Our Approach
Workflow Observation
Shadow document controllers and engineers to map actual workflows — not the ones in the process manual.
Solution Design
Design the document management architecture: numbering conventions, revision workflows, transmittal processes, and role-based access.
Build & Configure
Deploy Document Control Hub or configure SharePoint document libraries with custom content types, metadata, and Power Automate workflows.
Train & Launch
Role-specific training for document controllers, engineers, and project managers. Phased rollout with parallel operations during transition.
Deliverables
Document Management Architecture
Complete system design including numbering conventions, metadata schema, and workflow specifications
Document Control Hub Deployment
Production deployment with role-based dashboards, transmittal management, and approval workflows
Transmittal Automation
Automated document exchange workflows with contractor portals and acknowledgment tracking
Revision Control System
Engineering-grade revision control beyond basic versioning — supporting IFR, IFA, IFC, and As-Built status
Compliance Reporting
Dashboards and reports for regulatory compliance, audit readiness, and document status tracking
Training & User Guides
Role-specific training materials and quick reference guides for all document workflows
Frequently Asked Questions
How is this different from just using SharePoint document libraries?
SharePoint provides basic document storage and versioning. Engineering organizations need formal revision control (IFR/IFA/IFC statuses), document numbering automation, transmittal workflows, and role-based dashboards. We build that layer on top of SharePoint.
Can this integrate with our existing EDMS (Documentum, Aconex, etc.)?
Yes. We frequently support hybrid and migration scenarios where organizations are transitioning from legacy EDMS to M365-based solutions. We can run parallel systems during transition.
What about external contractor document exchange?
Our Document Control Hub includes a partner portal specifically designed for contractor document submissions, review workflows, and transmittal tracking across organizational boundaries.
How quickly will we see results?
We establish baseline metrics during discovery, then track cycle time, rework, and adoption after launch so progress is tied to your actual operating data.
Choose the first product workflow worth changing
We'll confirm the accountable product, the delivery constraints, and a first phase your team can evaluate.