ProjecTools Documents
Why ProjecTools Document Management Software is Better
Working alongside some of the world’s largest companies on their most complex projects, we have seen the impact of poor document management – disconnected teams, working in isolation, struggling with uncertainty and frustration. The anxiety of not knowing if you’re operating with the latest data or whether your input is reaching the right people can erode morale and trust.
Conversely, when ProjecTools document management software is implemented, the change is palpable. Teams transition from confusion to clarity, from stress to satisfaction. Information flows seamlessly, and people feel empowered to contribute. The workplace becomes a site of innovation and collaboration, rather than a battleground of miscommunication.
The chaos and pain of siloed information is real, but so is the pride of working within a unified, connected team. ProjecTools Documents stands out for our holistic approach to document management. Our solutions are designed not only to make users’ lives easier but also to drive organizational excellence.
More Benefits
- Cloud-based application accommodates global teams and projects
- Centralizes all project documents (Engineering, Supplier, Partner, Client, etc.)
- Workflow engine makes markups and approvals super simple
- Integrates clients, partners, and suppliers into workflows
- Allows team members role-based access
- Makes it super easy to find the latest revisions
- Produce reports that have clients wondering if you have a crystal ball
Return On Investment
Engineering and construction projects can be so massive, complex, and engineering-driven that poor document management leads to:
- Poor document access
- Fragmented teams and Siloes
- Idle/Unsure Teams
- Working from the wrong revision
- Scores of overworked document controllers
ProjecTools Documents prevents each of these (frighteningly) common consequences of poor document management.
How It Works
At a high level, ProjecTools Documents resolves the problem of revision control, communication management and reporting. ProjecTools Supports Oil & Gas projects by providing industry-friendly workflows and reporting in an online system.
Document Manager
ProjecTools Document Manager brings together engineering design documents, distribution and revision control into a user-friendly interface. The intuitive, online review and transmittal process, complete with audit history, ensures clients receive a quality product every time. Powerful reporting tools drive transparency and accountability to eliminate costly bottlenecks.
Supplier Data is maintained in a searchable register by PO or Project. Suppliers submit and receive transmittals online to greatly reduce the overall review time. Extensive reporting tools, including late action reports, maintain schedule compliance.
Correspondence Manager
Correspondence Manager captures and archives project communications, memos, emails, letters, etc. Achieve enhanced communication and accountability using ProjecTools.
Document Interface*
The ProjecTools Home Page integrates Engineers, Partners, Key Subs, and Clients allowing each to complete tasks as well as submit files and participate in online markups and approval workflows.
Home Page
| Feature | Benefit |
|---|---|
| Workflows | Improve oversight, prevent data inaccuracies, and duplicated effort |
| Routings & Transmittals | Distribute document packages for review and approval |
| Milestones | Track progress consistently and get paid quicker |
| Online Supplier Submittals | Increase accountability |
| Late action reports | Maintain accountability |
| Batch Upload & Import | Drastically reduce resources needed to maintain documents |
| Document Registers | Manage document revisions and metadata |
| Online Markups | Simplify and consolidate markups |
| Distribution Matrix | Provide global teams access to the latest revisions |