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Asset-heavy industries need document control. Learn what that is, what legacy systems without it can cost you and how to address it with modern technology.
The operational realities of document management in engineering environments are highly complex. You may think a generic document platform can be made to work for your specific needs and requirements. But asset-intensive industries need full document control, and generic systems make this difficult. Suddenly, you find yourself facing risks of inconsistent versioning, unclear approval authority, unplanned downtime and loss of trust in the system.
Budgets are getting tighter and your stakeholders increasingly expect faster turnarounds and schedules, but engineering environments easily stress generic document systems, leading to breakdowns and big losses. With 93% of executives saying they are worried about downtime, outage-related impacts are top of mind. And this is only one hurdle. Non-compliance costs can average around $14.82 million, more than double the average cost for maintaining compliance.
What you need is engineering-grade document control to protect your assets, people and operations. This means built-in capabilities such as role-based governance, standards-driven metadata and auditable traceability. And you need to be able to have this visibility across an asset’s entire lifecycle.
This article discusses what engineering-grade document control is, exploring critical differences between document storage and document management built for engineering environments. Keep reading for more on where generic systems break down, what that costs organizations and how an enterprise document management system (EDMS) can help.
Engineering-grade document control is a segment within document management that focuses on complex technical records. It is meant to ensure a higher level of safety, compliance and asset performance.
A document system with engineering-grade control will include asset-centric organization, auditability and traceability, structured lifecycle workflows, rigid version control and native file support. It’s a necessity for asset-heavy industries because even one outdated file or drawing can cause major project delays, budget overruns and safety incidents.
Related Read: Document Management Control: A Critical Component for Engineering Project Safety
General file storage is focused on where a document lives, while engineering-grade control goes further, mandating how files are governed, validated and tracked.
Generic document storage:
Document management purpose-built for engineering operations and control:
When a generic document platform fails, it usually happens over time, meaning you likely won’t notice it right away. This is due to things like workarounds, manual controls and parallel processes that emerge as a result of growing complexity. What usually happens is you or your team needs a certain functionality that the generic system just doesn’t have or can’t support. Here’s what that can look like:
|
System Breakdown |
What it Looks Like |
|
Revision governance is inconsistent or manual |
Approvals may often be tracked via email, for example, so revision status becomes unclear and your teams end up with multiple “final” versions. |
|
Traceability across lifecycle stages is limited |
Proving what was approved and when becomes tougher to do, which can directly lead to gaps in audit readiness. |
|
Linking between documents and asset hierarchies can become weak |
Often, this shows up as documents being stored by folder instead of being connected to specific equipment or locations that those files are relevant for. |
|
Reliance is on naming conventions rather than metadata and search |
Your teams have to depend on file names to find documents, which gets out of hand even if one person messes up naming conventions. |
|
Offline capabilities are limited or restricted for field teams |
Field crews must rely on downloaded or printed copies of documents and drawings, which often means they don’t have the latest, plus prior versions end up improperly archived for later needs. |
|
Email approvals and spreadsheet registers that were created independently and live outside the system |
When system gaps appear parallel tracking tools may emerge, such as teams creating separate processes, forms and documentation just for them and the needs of their workflow. This leads to files getting stored locally and silos growing. |
|
Manual metadata entry and duplication |
Systems that can’t automatically enter or update data means people may enter the same data across systems leading to duplicates and inconsistent data tagging. |
|
Poor handover between project teams and operations |
As-built documentation may be incomplete, so when it is passed to your operations teams risk increases as they are operating without all the latest details. |
|
Scalability is limited when document volumes expand |
CAD files are large and engineering document repositories grow with every project and job, causing performance degradation over time. |
|
Your engineering data becomes siloed from operational systems. Again, performance and timelines take a hit when files are not updated or accurate across all systems. |
|
|
IT customizations as well as administrative overhead grows |
Teams end up needing to use more time to build custom workflows, patches and scripts in order to meet governance requirements rather than having a system that already handles these needs. |
Using a generic document system can cost you in more ways than one. You may be able to handle one breakdown point, maybe even two, at a time. But the reality is, it rarely occurs in a silo, and the impacts can compound quickly. For example, manual revision cycles can cause reworks, approval disputes, schedule delays and regulatory exposure. If, for instance, you’re also experiencing weak linkage between documents and asset hierarchies, you’re not dealing with delayed audits, increased inspection times, and higher risk of compliance penalties and reputational damage.
What started as just two seemingly minor areas of break down – revision process and document linkage – has now spiraled into multiple areas of cost and risk for your organization. Think about offline capabilities for any field teams. If these are limited in any way, outdated or incorrect information can be directly linked to increased risk around physical site safety and costly rework to correct mistakes made because of old drawings.
While you may have previously looked at generic document systems as “good enough” the hidden costs that emerge over time can start to exceed initial investment in a system with engineering-grade control. Financial impacts show up everywhere from extended project timelines to compliance fines to loss of trust and confidence.
Related Read: The Hidden Costs of Legacy Systems: Why “Good Enough” Is Costing You More Than You Think
Engineering-grade control comes from systems that were built and tested to handle what the engineering sector needs for peak operation. The right engineering document management system (EDMS) built for engineering-grade document control will factor in the way that all assets are structured, how projects are executed and how compliance is maintained.
Solutions like Accruent EDMS provide the kind of file access and native support you need without compromising any document control. It helps reduce reliance on actions such as email approvals and manual oversight, with governance enforcement baked into the system instead of requiring the vigilance of each person.
In engineering environments, document integrity has a direct effect on safety, uptime and compliance. Rather than relying on add-on features after the fact to adapt a generic system, an EDMS solution like Accruent’s is built around engineering governance from the get-go.
To learn more about engineering-grade document control and to get a 5-step guide for transitioning to a modern EDMS solution, download our white paper.
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