CASE STUDY:
Automate Utility Installation Process with Documentum
Major Utility Streamlines Gas Meter Installations process through automation using Documentum
Business Challenge
- Major utility provider preforming thousands of gas meter installations per year
- Gas meter installation process included manual documentation steps when meter changes were required
- Installation requests tickets were not integrated into organization document management platform
- Search for installation documentation was manual and time consuming
- Lack of document capture on meter installation records was a compliance risk through lack of an audit trail
- Manual process for determining materials to use for pipes producing a high risk for errors and safety
Solution
- Integrated the installation request from Maximo with the Documentum platform to capture a PDF record for gas meter applications and installations
- Defined the installation process in a Documentum workflow to provide visibility into the stage of the process (e.g. open task, in progress, transfer statement)
- Automated routing of tasks to the appropriate person, capturing of notes and retention policies applied
- Utilized the Documentum audit trail features to satisfy regulatory compliance requirements
Benefits & ROI
- Reduced the manual processing time for gas meter installation documentation by 90%
- Improved visibility on meter installation process status allowing for escalation to customer support
- Improved overall gas meter installation safety through integration of ticket order and piping design
- Avoided fines and additional costs related to incorrect gas meter installation locations and materials specifications
- Reduced risk for regulatory compliance fines because the audit trail is now captured and stored in Documentum
