Project Snapshot
Year ROI
Annual benefit
Documents migrated
Download the Full Case Study
Access the full version in a downloadable PDF for all the details. Save it to revisit anytime, refer back as needed or share with your colleagues.
Access Now
Summary
A large pipeline company grew rapidly through acquisition, leaving engineering, operational and corporate records distributed across multiple systems and locations. Information was difficult to find, document quality varied and governance was inconsistent.
ReVisionz designed and implemented an enterprise information and records management strategy and deployed a cloud-based OpenText platform. Several million documents were reviewed and a subset was enriched and migrated from dozens of systems into a centralized repository. This supported more than 70 groups across corporate, operations and projects.
The program reduced operational risk, improved workforce productivity and delivered strong financial outcomes while establishing a governed foundation for records management and AIM maturity.
Challenges
- Engineering documents were distributed across multiple systems, shared drives and field locations.
- Staff struggled to locate reliable information and often kept shadow copies.
- Multiple systems required costly licenses and specialized resources to maintain.
- Governance and document standards varied across departments and storage locations.
Solutions
- Designed an enterprise information and records strategy and standards framework.
- Implemented a cloud-based OpenText platform as the central repository with the retention module enabled.
- Reviewed several million documents, enriched metadata and migrated prioritized content into the new system.
- Implemented CRT for revision-controlled documents and integrated MOC with Maximo and SDx.
Outcomes
Reduced Risk & Improved Compliance
Centralized records management improved regulatory compliance and access to accurate information during operational events.
Improved Workforce Productivity
Engineering and operations teams spent less time searching for documents and managing files on network drives.
Enterprise Records Governance Established
OpenText became the central repository for engineering and corporate records with retention policies applied.