CASE STUDY:
Engineering Document Management with Extended ECM
Global Fertilizer Producer improves productivity, security and access of vital engineering documents with OpenText
Business Challenge
- Multiple plants within the same country, each with their own engineering document controls and processes
- Critical engineering drawings stored in various folder structures with no document controls or comprehensive audit tracking
- Tracking document management development with outside vendors
- Defining business processes to automate and transform day-to-day tasks
- Adjusting overall business culture and practices that have been in place for over 20 years
Solution
- Enabled the management of capital project and plant specific engineering content through the OpenText xECM for Engineering platform
- Created a process for migrating existing documents and metadata from folder structures into master document workspaces
- Implemented internal and external drawing review and approval State Flows for new drawing requests as well as document change requests
- Enabled document Revision Control to provide master document versions and retain all revision history
- Configured OpenText Core Share to interact with Transmittals to securely collaborate on content with external vendors
Benefits & ROI
- Boosted overall time to productivity by leveraging standard functionality across all sites
- Provided document control for important engineering content
- Implemented comprehensive audit trails from document creation through the review and approval process
- Provided a secure way for document controllers to collaborate with any vendor
- Separated master documents from working documents allowing users to always have access to the most up to date approved drawings
- Enabled the use of an out-of-the box standardized solution for digital sustainability
