Building a Document Management System: A Custom DMS for PEG
Custom Document Management System (DMS) for PEG, a leading engineering and contracting company, using .Net Core, Angular, and SQL. This solution streamlined document organization, retrieval, and collaboration, enhancing efficiency and allowing PEG to focus on core activities.
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In today’s engineering and contracting landscape, managing project documentation effectively is crucial for project success. PEG, a leading player in the Oil & Gas and Infrastructure sectors, faced challenges in managing a vast amount of project documents across various departments. Traditional methods of storing and sharing documents hindered efficiency and collaboration.
This case study explores how Zelite Solutions designed and developed a custom Document Management System (DMS) that empowers PEG to streamline document workflows and optimize project execution.
PEG provides EP-EPC contracts in the Oil & Gas facilities field and contracts in the Infrastructure field. Specializing in process design, engineering solutions, and project management, PEG requires a robust document management system to handle the complexity of their projects.
Prior to implementing the custom DMS, PEG grappled with several document management inefficiencies:
- Limited Search Capabilities: Finding specific documents within a large repository was time-consuming and cumbersome.
- Version Control Issues: Lack of version control led to confusion and potential use of outdated documents.
- Collaboration Bottlenecks: Sharing documents across departments and project teams lacked a secure and efficient system.
- Inefficient Workflows: Manual document approval processes slowed down project progress.
Zelite Solutions developed a custom DMS tailored to PEG's specific needs. This web-based system, utilizing .Net Core, Angular, and SQL technologies, offers a comprehensive suite of features for efficient document management.
- Modular Design: The application is divided into three distinct modules: Masters (pre-requisite data), Transactions (daily operations), and Reports (data visualization). This modularity ensures organization and scalability.
- Intuitive User Interface: The user interface adopts a familiar file structure, minimizing learning curves and promoting user adoption.
- Granular Access Control: Admin functionalities allow for user management and role-based access control, ensuring document security and compliance.
- Advanced Search Capabilities: Users can easily search for documents based on various criteria, including project name, document type, and keyword searches.
- Version Control & Tracking: Version control functionalities enable users to track changes, revert to previous versions, and maintain document history for audit purposes.
- Workflow Automation: Customizable workflows automate document approval processes, streamlining collaboration and reducing delays.
- Document Annotation & Collaboration: Users can annotate documents, share comments, and collaborate on documents in real-time.
- Pre-integrated with MS Office: The DMS allows seamless integration with MS Word and Excel, enhancing document creation and editing workflows.
- Comprehensive Reporting: The system provides insightful reports on document status, version history, and project activity, enabling data-driven decision making.
The custom DMS delivered significant benefits for PEG, transforming their document management practices:
- Increased Efficiency: Easy document retrieval and streamlined workflows significantly reduced time spent searching for documents.
- Enhanced Collaboration: Secure document sharing and collaboration features fostered improved communication and project execution.
- Reduced Costs: Centralized document storage eliminated physical storage needs, leading to cost savings.
- Improved Project Management: Enhanced document control and visibility facilitated better project planning and execution.
This case study exemplifies the power of custom software solutions in addressing industry-specific challenges. The custom DMS developed by Zelite Solutions empowered PEG to overcome document management hurdles, optimize workflows, and achieve greater project success.
