Project Management Software

Project Management Software

Project Management and Project Management Software

Project management is a combination of processes and methods used to achieve project objectives according to the specifications provided by owner organizations or other groups/departments.  Project management requires organizations to carefully manage workers across various disciplines and to ensure timely completion, budget, and quality expectations are met.  As projects have gotten bigger and more complex, software has been developed to assist managers in monitoring, controlling, reporting, and analyzing project tasks and outputs.

 

Improving Project Management

Effective project management is all about understanding task completion, monitoring and reporting, and timely notifications to project leaders and teams.  It's also about ensuring all members have the data and information they need on a timely basis. An engineering document management system can provide the level of project control managers need through disciplined workflow management, task scheduling, and life cycle task monitoring and management, while guaranteeing everyone has controlled access to the files and data needed to do the job.

 

Task Scheduling

Automating scheduling of tasks in the modern workforce has become much easier, faster and cost-effective.  Effective task scheduling has a positive impact on business productivity and performance.  Our EDMS allows customers to easily perform and share regularly scheduled reporting for internal and external parties.  It also allows administrators to schedule the transfer of project files and metadata to an external data storage device or Amazon S3 Bucket for archiving.  Implementing this tool ensures transparency, makes tracking tasks easier, and increases productivity while reducing the need for additional resources.

 

Disciplined Workflow Management

Focused organizations move to systems that aid project managers in designing, monitoring, managing, reporting, and analyzing processes and workflows. Using a disciplined workflow management solution to execute on these organizational workflows provides managers with real benefits that are more helpful today than ever.  Establishing and working with a formal workflow management system also has intangible benefits for the organization. Foremost is using a formal process to define workflow tasks at a granular level. Organizations that work with well-thought-out, detailed workflows always have better execution outcomes, meet schedules more frequently, and can review and improve existing procedures and policies more easily.

Our robust engineering workflow and document management system offers, at a minimum, the following capabilities and benefits:

  • Definition of task requirements such that participants are clear what efforts are needed to be completed and opportunities to reach out to other workflow participants online, for further clarification
  • Identification of a clear schedule, with milestones and dates and times, with an easy option to escalate or prioritize tasks and with notifications to all relevant participants when the workflow is falling behind or is likely to miss a deadline
  • Inclusion of all needed files, data, and information for participants to complete their jobs, reducing the time and effort required to track down needed resources
  • Online and email notifications automatically generated by the system to alert participants of workflow changes, priority escalations, scheduled due dates, and other relevant workflow items
  • Flexibility in workflow roles to be able to assign individuals or groups at the start of a workflow or even during the workflow as requirements change.

 

Access for Vendors and Contractors

Large construction or facilities management projects require organizations to often work with third-party organizations.  ImageSite and Engine-Box (the Cloud version of ImageSite) help companies manage document-centric communications between these organizations, as they come equipped with tools to assist versioning, workflow and lifecycle management, drawing and data management, and document distribution and collaboration.

The software's security and access control functionality ensure third parties have access to the files they need, without providing complete access to sensitive information.  This is achieved through various authentication and authorization protocols, such as the creation of unique security profiles based on role and information needed and the individual users' need to know levels.  Admins can control access at the global, group, project, user, file, and file metadata levels.  They can even configure the software to change permissions as a document moves between steps in a workflow or as its lifecycle changes.

 

Read More: Security and Access Control

 

File Synching Across Locations

Synching files across locations guarantees collaboration by allowing workers across departments and organizations access to the most current version of a file or document.  This, in turn, prevents duplicative efforts, reduces rework, and ensures all project participants share a single source of truth. Since projects require collaboration with varying disciplines and locations, owner organizations want a system that paints a cohesive picture of the entire project.

 

Read More: Cloud Synching and Sharing

 

Internal and External Notifications

ImageSite and Engine-Box provide notifications for users, both internally (within the system) and externally (via email).  System administrators can configure how notifications are sent depending on the preferences and needs of their organizations.

Notifications promote the timeliness of projects by sending reminders of upcoming due dates and alert both users and project managers when a project is past due.  The systems also provide transparency for project managers when a file or document is downloaded, and when a checked-out file resides outside the corporate network.  Additionally, alerts can be used to notify users about new workflow tasks, or changes made to an existing task.

Read More: Email Notifications

 

Software Features:

 

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​Controllable access for vendors, contractors, and employees

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Flexible folder storage structures

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Fast metadata search criteria

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Schedule the transfer of project files and metadata to an external data storage device or Amazon S3 Bucket for archiving

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Flexible workflow and life cycle processes

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Notifications for any workflow or life cycle step as well as schedule notifications

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Document and folder level security models

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Fully automatic version control capabilities

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File syncing across multiple locations

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Calendar regularly scheduled reporting for internal and external parties

eQuorum

eQuorum specializes in engineering workflow and document management. Our comprehensive, yet easy-to-use software provides the solution to manage data from design to manufacturing and production, to sales, support and administration.

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