Operational intelligence for distributed project teams
From engineering drawings and method statements to safety records and as-built dossiers, energy and engineering projects depend on precise, compliant documentation. PGI helps owners and EPCs centralize project content, control transmittals and automate approvals so complex programs stay on schedule and within regulatory boundaries.
Why Energy & Engineering Needs Better Content Control
Large capital projects bring together owners, EPCs, subcontractors and regulators. Without a single source of truth for drawings, contracts and safety documentation, organizations face delays, claims and compliance risk.
Fragmented Engineering Content
- Designs, revisions and RFIs spread across drives, email and legacy systems.
- Project teams lose time searching and validating “the latest version”.
Risky Transmittal & Handover Processes
- Manual spreadsheets and email trails drive transmittals.
- It’s hard to prove who received what, when, and against which revision. Hyland
Safety, Compliance & Audit Pressure
- Regulations require complete, traceable documentation for every asset and activity.
- Missing or inconsistent records increase operational and legal risk.
Distributed Teams & Contractors
- Multiple offices, sites and suppliers must collaborate on the same documents.
- Without a unified platform, coordination becomes a bottleneck.
Solutions Tailored for Energy & Engineering Projects
PGI combines ECM, workflow and AI services to orchestrate the full lifecycle of engineering documentation – from early design through as-built and operations.
Capital Project & EPC Document Management
- Central repository for drawings, specifications, contracts and technical reports, organized by project and asset. Role-based access ensures that each stakeholder sees the right information while protecting sensitive data.
Engineering Document Control (EDC)
- Controlled check-in/check-out, revision management and approval workflows for engineering deliverables. Teams can quickly confirm the latest revision and see who changed what, reducing rework and construction errors.
Transmittal Management & Contractor Collaboration
- Structured transmittal workflows that track every outgoing and incoming package, with full traceability of recipients, revisions and due dates. Contractors access what they need through secure portals instead of ad-hoc email threads. Hyland
Safety & Compliance Documentation
- Centralize permits, risk assessments, method statements and inspection reports in a compliant archive. Automated retention and audit trails simplify regulatory reviews and internal audits.
Asset Lifecycle & Maintenance Records
- Link engineering documents to assets and locations, so operations and maintenance teams always see the right manuals, drawings and inspection history when planning work.
AI & Automation for Project Data
- Use AI to classify engineering documents, extract key metadata (tags, equipment IDs, locations) and flag inconsistencies. Automated routing gets content to the right reviewer or approver faster.
Proven Impact for Energy & Engineering Clients
Our clients in power generation, utilities and engineering have used PGI solutions to reduce rework, accelerate commissioning and improve audit readiness across multi-year programs.
- 45% faster document reviews through standardized EDC and transmittal workflows.
- Up to 25% reduction in project documentation costs by eliminating manual tracking and duplicate work.
- 95%+ documentation completeness at handover, backed by a clear, searchable audit trail.
Implementation Approach for High-Stakes Projects
- Discovery & blueprinting – map current engineering and safety documentation flows, repositories and integrations.
- Platform configuration – implement ECM, EDC and transmittal processes on platforms like OpenText / Hyland, integrated with design tools and line-of-business systems.
- Pilot & rollout – start with critical projects or sites, refine processes, then scale globally.
- Managed services – optional mission-critical support for the underlying ECM/AI stack, including upgrades, monitoring and optimization.