The solution improved operational efficiency, data visibility, and compliance while fostering data-driven decision-making through real-time insights and advanced reporting capabilities.
The solution improved operational efficiency, data visibility, and compliance while fostering data-driven decision-making through real-time insights and advanced reporting capabilities.
Integration partner
XY Vision is a trusted advisor for many ECM customers in the public sector and for asset-based industries like Oil & Gas, Utilities, and Infrastructure.
They assist organizations in modernizing operations, enhancing collaboration, and extracting insights from data and documents to improve decision-making and asset management.
The customer, a leading Oil & Gas company throughout North America, relied on OpenText Content Management (Extended ECM) for Engineering and SAP as standard corporate solutions to streamline engineering processes.
The Challenge.
As the company expanded through acquisitions and mergers, it acquired multiple refineries and a pipeline division, each with distinct corporate histories, processes and legacy systems. This diversity created challenges in standardizing, digitizing, and leveling up operations across sites.
The Solution.
To address these challenges, the company recognized the need to eliminate custom legacy systems and establish a sustainable, cost-effective, and future-ready platform.
Key achievements included:
- Integration of SAP Plant Maintenance module into OpenText Content Management to maximize efficiency and ensure proper management of all maintenance-related activities and full visibility over data;
- Implementation of “last-mile configurations” using Module Suite Extension: Adding tailored functionalities to the platform to enhance asset information quality and compliance without relying on custom, hard-to-maintain solutions.
These efforts laid the foundation for standardized, digitized, and integrated processes across sites, reducing complexity and fostering long-term efficiency.
Deployment.
SAP Plant Maintenance Integration:
SAP Plant Maintenance workspaces were integrated into the ECM platform for seamless handover; SAP Functional Locations (FLOCs) and Equipment could behave as Master document workspaces, or have business attachments “published” where drawings and documents are related to multiple instances of Equipment.
Incorporating Engineering Tag Management for assets such as pipes, loops, and equipment into the Business Workspaces eliminated the inefficiencies of spreadsheet chaos. This linked Tag Management with Drawing Management, building strong data relationships and paving the way for Intelligent Tag Extraction.
Active Revisions could be effortlessly signed out to Work Orders, Capital Projects, and other Maintenance Project types for integrated Engineering, Maintenance and Operations.
Expanded ECM capabilities with Module Suite
XY Vision leveraged Module Suite Extension to expand OpenText Content Management’s functionality, tailoring it to the customer's business needs without relying on custom developments. This allowed for efficient management of asset information, improved compliance, and streamlined collaboration through features such as:
Transmittals and submittals management via CoreShare greatly improved and facilitated collaboration among project stakeholders, making it easier to handover drawings and datasheets.
Loadsheets were transformed into advanced and fully formatted files, streamlining the compilation process and improving data quality with pre-validation features.
A user-friendly dashboard provided instant access to key information, real-time charts for live status updates, and intuitive tools like drag-and-drop columns, bulk actions, and customizable filters.
Productivity-Boosting Features
To further streamline users’ work and reduce the clicks needed to perform common tasks, advanced functionalities were implemented, such as:
- Bulk Placeholder creation to generate multiple placeholders at the same time
- Bulk Sheet creation to request multiple sheet placeholders from existing an document number in single step
- One-Step Transmittal creation: updating a transmittal or generating a new one by selecting multiple documents directly from the project – with the option of creating, packaging and sending the transmittal in a single action.
Data-driven decision making
A comprehensive master data and metadata model enriched search capabilities, enabling faster retrieval and improving reporting accuracy. This foundation not only enhanced operational efficiency but also empowered better, data-driven decision-making across projects and sites. Pre-configured dashboards and charts delivered real-time insight into earned value on projects and contractor performance.
The Results.
The integration of SAP Plant Maintenance with OpenText Content Management, along with tailored enhancements from Module Suite, successfully streamlined operations across the customer's expanded network of refineries and pipelines. Key achievements included reduced complexity, improved asset information management, and enhanced collaboration. The solution improved operational efficiency, data visibility, and compliance while fostering better, data-driven decision-making through real-time insights and advanced reporting capabilities.
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