3 Common Mistakes That Slow Business Growth

3 Common Mistakes That Slow Business Growth

As companies expand, workflow and document handling quickly becomes convoluted, and the need to remain organized comes to the forefront of their operations.

Despite many companies’ best efforts to maintain control over their workflows and documents, the vast number of files and types required by engineering firms makes it difficult for them to manage the documents and drawings and the large number of employees who handle them.

There are mistakes growing engineering firms often make when expanding their operations and workforce, most of which can be mitigated or prevented by a formal workflow and document management system. Here are a few big mistakes often made by growing engineering firms:

1: No single source of truth

 

Organizations need to rely on a single source of truth for documents, drawings, and workflows so employees and third parties have a shared understanding of the status of a document or drawing or a workflow. Vendors and contractors can also benefit from an engineering workflow system as it allows them to create realistic project timelines and build a culture of accountability in their collaborations with the company.

document version

Document Version Control

Track document changes, capture key decisions and document the reviewing process. Stay in-control of essential workflows while ensuring correct versions of files are being used.

 

2: Not managing document version control

 

Document version control is arguably one of the most important features of an engineering workflow and document management system.  Far too often, companies store files locally on their devices, using improper naming conventions or versioning schemes like simply adding a number to a file name.  Employees can lose documents or submit the incorrect version, which slows the engineering design and development process or even jeopardize the project entirely.  Providing vendors, customers, and production staff with incorrect versions can lead to significant and expensive rework and production delays.

 

3: Not utilizing automation to manage workflows

 

Engineering workflow  can significantly improve efficiency and productivity, as it reduces the number of manual actions needed for document-centric actions, like assigning status changes or distributing documents and drawings to third parties.  Users can automate actions such as publishing, copying, archiving, or deleting a document, and can even change information in the document’s metadata as it moves within a predesigned workflow.

Automated workflows help managers track the status of a process and the associated documents to ensure workers promptly complete and are notified about steps.  Additionally, organizations can locate bottlenecks as they occur, allowing project managers to adjust and improve workflows.

 

engineering workflow

Engineering Workflow

Automatically manage and distribute files and documents for review, approval, and processing. Adjust user permissions at each step, ensuring your company’s files are managed securely.

The eQuorum Customer Promise

 

In 2005, eQuorum developed the first all browser-based EDMS. The system, although for on-premise use, was still created to remove client software and JAVA from user computers and allow users to have a single viewer based on the simple navigation functionality of browsers. Today, eQuorum provides that same application in a private Cloud or a SaaS Cloud option.  We can do this because we are, and have always been, browser-based, understanding the enhanced speed, security, and usability of this technology.

With the abundance of document management systems on the market today, there’s no doubt that choosing the right Cloud document management software can be a difficult decision. eQuorum is here to provide a comprehensive, powerful, and most importantly – affordable Cloud document management solution. We believe in providing real value to our customers by eliminating unnecessary costs, providing industry-leading functionality, and equipping your team with the right tools using cutting edge technology to bring your products to market faster.

Schedule a demo or sign up for a free trial of the software

 

Our EDMS solutions

ImageSite and EngineBox are eQuorum’s robust workflow and document management solutions, created to help workers manage their essential workflows while maintaining complete control over their engineering files and documents.  Not only do they provide a secure collaboration site for workers, but they also help organizations manage document distribution with third parties like vendors, contractors, and customers. Both systems are offered at a competitive price, enabling organizations to get a quick return on their investment by providing the features and functionality needed to help organizations improve efficiency, productivity, and collaboration.  Companies can choose from concurrent user subscriptions or named user subscriptions, ensuring organizations have subscription options that make sense for their business.

Learn more why our solution is trusted by industry leaders.

ImageSite

ImageSite®

Our single source engineering workflow and document management system. Built in HTML5 so there is no software to deploy to client computers or mobile apps to download. Offered as an On-premise or Private Cloud system.

Explore ImageSite® 

 

Our EDMS solutions

 

ImageSite and EngineBox are eQuorum’s robust workflow and document management solutions, created to help workers manage their essential workflows while maintaining complete control over their engineering files and documents.  Not only do they provide a secure collaboration site for workers, but they also help organizations manage document distribution with third parties like vendors, contractors, and customers. Both systems are offered at a competitive price, enabling organizations to get a quick return on their investment by providing the features and functionality needed to help organizations improve efficiency, productivity, and collaboration.  Companies can choose from concurrent user subscriptions or named user subscriptions, ensuring organizations have subscription options that make sense for their business.

Learn more why our solution is trusted by industry leaders.

Engine-Box

EngineBox™

EngineBox is a cloud based workflow and document management version of ImageSite that resides outside the corporate network.

Explore EngineBox™

eQuorum®

We specialize 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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