Digitisation and Workflow Automation in the Energy Sector

Arno van Vulpen

4 min. read

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Digitisation in the energy sector

In an era where efficiency and sustainability are paramount, the energy sector is undergoing a transformative shift towards digitisation. Embracing technology to streamline paper-based processes, automate workflows, and expedite document approvals is proving to be a game-changer. Let’s delve into the possibilities and benefits that come with this digital evolution in the energy industry.

In the rapidly evolving landscape of the energy sector, the transition from traditional paper-based processes to digital workflows is no longer merely a trend but a necessity to stay successful and competitive. This paradigm shift is driven by the imperative to enhance efficiency, reduce costs, and mitigate risks. At the heart of this transformation lies the adoption of a modern, specialised Document Management System (DMS, or eDMS) – a pivotal tool that streamlines document handling, automates workflows, and facilitates seamless digital collaboration.


Automated, digital document flows

One of the most compelling reasons for embracing digital transformation in the energy sector is the significant efficiency gain provided by a market-standard DMS. By digitising paper-based processes and centralising document management, energy companies can eliminate time-consuming manual tasks such as filing, searching and retrieving documents. However, a real difference and most impact is made when digitising the whole end-to-end process.

Selecting a DMS that supports you in achieving that objective is crucial. It should allow automation of repetitive tasks, such as document entry, deliverables exchange and document routing – using digital transmittals, distribution matrices, instant e-mail notifications and collaborative tools for recipients. This automation boosts accuracy and operational efficiency, while also ensuring compliance with internal policies and industry regulations. Streamlined workflows and automated processes lead to faster turnaround times and fewer bottlenecks, which drives down operational costs and improves the bottom line. Having full digital traceability enhances transparency and accountability, helps to meet audit requirements, and protects against liability.

You can take it much further to achieve a fully digital end-to-end document flow. Documents and drawings are subject to change throughout their life cycle: during their creation and approval stage in projects, and later in operations (in MOCs). The right DMS also supports digital execution of the following common activities: revise, review, approve, annotate or redline, stamp and sign documents (or drawings). Plus, the digital processing of other project records like technical queries or correspondence, and all project planning activities.

It does not end there: handovers between project stages or project-to-operations can be executed without using a single piece of paper nowadays. Pre-commissioning checks can be completed with digital checklists and punch lists. Operations teams can be boosted by digital redline markup file handling and digital Management of Change projects (maintenance and modifications, or Concurrent Engineering). The transparency this adds for all stakeholders saves time, simplifies collaboration, prevents loss of information, and increases safety (HSE goals).


Sustainability goals

The environmental benefits of transitioning to a fully digital Document Management System cannot be overstated. By reducing paper consumption and reliance on physical storage, as well as reducing (digital) process waste, energy companies can significantly reduce their carbon footprint and contribute to environmental sustainability. This aligns with broader industry goals of reducing greenhouse gas emissions and promoting eco-friendly practices, positioning organisations as responsible corporate citizens committed to mitigating climate change.


Conclusion

The adoption of a market-standard Document Management System (DMS) is indispensable for energy companies seeking to thrive in an increasingly digital and competitive landscape. By streamlining document handling, automating workflows, and facilitating digital collaboration, a DMS enables organisations to achieve greater efficiency, reduce costs, and mitigate risks. Moreover, it supports broader sustainability goals by reducing paper consumption and promoting eco-friendly practices. As the energy sector continues to evolve, investing in a robust, market-standard DMS will be instrumental in driving innovation, enhancing competitiveness, attracting and retaining the modern workforce and ensuring long-term success.




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Additional Resources

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We have attached the following guides and related articles to give you more context about eDMS and Complex Engineering Projects:

Whitepaper: What to consider when purchasing a DMS
The definitive guide to document control and document management
Download all articles on complex engineering stages in a 50+ page PDF

Assai’s Document Management System

Assai is a leading document management and document control solution for complex projects and operations across multiple industries, including Oil & Gas, Renewable Energy, Construction & Engineering, Transportation, Mining, Utilities, and Chemicals. The system offers a centralised repository equipped with easy and comprehensive search options for metadata and content, making it easy to manage and retrieve documents, drawings, correspondence, emails, and more.

The system also offers flexible integration with various tools such as Power BI, SAP, and redlining features, making it a comprehensive and user-friendly solution for document management needs. With expert support and training, Assai’s Document Management System is an excellent choice for any organisation seeking a secure, scalable, customizable document management solution. Check it out on our site, and feel free to book a meeting!