Twenty five years ago, only 10% of large oil and gas projects ran more than 50% over budget; in 2011 this figure had doubled to 20%, according to a Schlumberger Business Consulting report. One reason for this is a failure to put in place adequate Document Control practices.
We at cata4data know that Document Control cannot be achieved through technology alone. Technology requires logic which is provided by company processes. These processes are captured by way of policy and procedures. The right people are required to implement, manage and police these processes, whilst fully utilising technology for all transactional work.
Together, people, process and technology provide an effective and integrated Document Control System, which is key to capital project success.
Experienced security cleared Document Control and Information Management professionals.
Learn MoreDevelop and a Document Control Strategy and suite of processes to cater for your project.
Learn MoreIn house or off the shelf Electronic Document Management systems to suit your needs.
Learn MoreOur services have been provided to major projects from various sectors within the UK and further afield.
Please submit all enquiries using the form below. Thank you.
More people are required
Increased processing times and costs
Processes are misinterpreted or ignored
Poor quality of metadata applied
Ineffective search and retrieval
Inability to make informed decisions
Low value of information
Less people are required
The tool does the work
Processes are promoted and adhered to
High quality of metadata applied
Effective search and retrieval
Accurate and knowledgeable decision making
High value of information
| Access Control | Contractual Arrangements | File Plans | Review and Approval |
|---|---|---|---|
| Archiving | Contractual Deliverables | File Repair | Search and Retrieval |
| Audit Compliance | Data Configuration | Handover (Contractor & Client) | Security Classification |
| BIM Compliance | Data Manipulation | Legislation & Regulatory Compliance | Technical Authoring |
| British Standards Compliance | Database Management | License Conditions Compliance | Technical Information Handling |
| CAD Workflow | Document Capture | Optical Character Recognition | Training Support |
| Change Control | Document Expediting | Project Lifecycle Knowledge | User Acceptance Testing |
| Classification Systems | Electronic Approval | Quality Checking | Version Control |
| Contractor/Vendor Liaison | Encryption of Information | Retention and Disposal | Workflow |
No standardised approach
Incorrect use of information
Time consuming and costly
Poor quality documentation
Documentation may be out of date
Uncontrolled document distribution
Low value of information
Documents fulfill a useful purpose
Only valid information is published
Information is kept up to date
Quality documentation fit for purpose
Restricted to the people who need to access it
Controlled an auditable distribution
High value of information
Document Control Strategy
Document Control Policy
Document Control Procedure
Document Control Work Instruction
Vendor Document Control Procedure
Retention Schedule and Procedure
Metadata Standard
EDMS User Guide
Training Strategy
Training Modules
Review and Approval Procedure
Company Templates
How to plan new documents; authorisation, funding, establishing need
How to prepare new documents; who prepares them, how they are drafted, how drafts are maintained
Standards for the format and content of documents, forms, diagrams
Document numbering or 'naming' conventions
Version control conventions
Dating conventions; date of review, date of approval, date of issue, date of distribution, date of revision
Document review procedures; who reviews, evidence of review
Document approval; who approves, evidence of approval
Wet signatures; are they required, if so, how long for
Publication; what constitutes 'publishing' a document
Printing; who prints a document, restrictions to printing
Distribution; how is a document distributed, who does it, who checks it
Use of documents; limitations, unauthorised copying, access to files, marking printed copy
Revisions; identifying a need; who makes revisions, review and approval process, how are changes marked
Amending issued documents; who creates amendments, review and approval process, identification of amendments
Storing documents; determining location, security, access and prevention of unauthorised changes
