TechTiera
TechTiera
TechTiera CorporationTechTiera Corporation
ECH360 CUSTOMER SUCCESS STORY

From Fragmented Engineering Content to a Governed Project-to-Asset Record

How a multi-site oil and gas operator modernized document control, collaboration and asset information management with ECH360, TechTiera's engineering document management system on Hyland Alfresco.

At a glance: TechTiera developed Engineering Content Hub 360 (ECH360) on the Hyland Alfresco platform to establish a controlled engineering-information lifecycle spanning project workspaces, contractor collaboration, as-built handover and long-term operations.
~1,500
Users supported
Multi-site
Operating model
FEED→OPS
Lifecycle coverage
One
Governed record
Client Profile

The client is a large oil and natural gas company operating across multiple sites and managing engineering information throughout exploration, development, production and ongoing asset operations. Its project ecosystem involves internal engineering teams, document controllers, EPC organizations, vendors, suppliers and operational stakeholders.

ECH360 replaced fragmented, folder- and email-driven document handling with a governed model connecting project work in progress, engineering decisions, approved master records and operational asset context.

The Challenge

Engineering information had grown faster than the controls needed to govern it

The organization managed a large and continuously evolving body of drawings, technical documents, vendor deliverables, correspondence and operational records. Information was distributed across project repositories, shared folders, email and contractor/vendor channels, making it difficult to establish a consistent and authoritative record.

Business ChallengeOperational Impact
Fragmented informationDocuments and correspondence were spread across multiple repositories and channels, increasing search effort and version uncertainty.
Inconsistent standardsNumbering, metadata and classifications varied across projects and legacy records, limiting reliable retrieval and reporting.
Manual coordinationReview, revision, commenting, transmittal and handover activities depended heavily on spreadsheets, email and individual follow-up.
Weak project-to-asset continuityOperations needed a trusted, current as-built record linked to asset and equipment context rather than isolated project files.
Migration and data-quality riskLegacy content had to be moved without losing completeness, integrity, lineage or auditability, while improving metadata quality.
Complex access modelInternal teams, EPC organizations and vendors required secure collaboration with clear accountability and project-specific permissions.

Transformation objectives

  • Create a long-term enterprise asset repository as the authoritative source for approved engineering information.
  • Keep project work in progress separate from master and asset records while preserving complete lineage between them.
  • Standardize document registration, metadata, numbering, review, transmittals and handover controls.
  • Enable secure, traceable collaboration among internal users, EPC teams, vendors and suppliers.
  • Support approximately 1,500 users with role-based experiences and scalable governance.
Design principle: Retain proven engineering-governance practices, simplify user journeys, automate control points and configure first — customizing only where the operating model required specific behavior.
The ECH360 Solution

A configurable engineering information platform built on Hyland Alfresco

TechTiera designed ECH360 as the governance layer between project delivery and asset operations. Rather than treating the EDMS as a passive repository, the solution embeds information standards, approval evidence, security and lifecycle controls directly into the way engineering content is created, reviewed, transmitted, handed over and reused.

Enterprise asset repository

Long-term single source of truth for approved engineering, vendor and as-built information organized in asset and equipment context.

Template-driven project workspaces

Governed project setup with roles, discipline structures, MDR/SMDR, deliverable planning and controlled document registration.

Engineering document control

Configurable numbering and metadata, version and revision control, validation, check-in/check-out, document status and controlled renditions.

Review and collaboration

Role-based routing, online markups, comments, response tracking, approvals, reminders and controlled contractor/vendor participation.

Transmittals management

Incoming and outgoing formal exchanges with package validation, recipients, acknowledgements, revision-aware document lists and complete history.

Controlled as-built handover

Completion checks, mandatory metadata, MDR validation and acceptance gates before approved content is promoted to master records.

Migration and data quality

DocOrbit-led mapping, cleansing, transformation, validation, reconciliation and controlled reprocessing of legacy content.

Project-to-asset lifecycle

1
Project workspace

Set up project, MDR and roles.

2
Controlled intake

Apply numbering, metadata and validation.

3
Review & transmittals

Capture comments, approvals and formal exchange.

4
As-built handover

Check completeness and acceptance evidence.

5
Asset repository

Promote authoritative master records.

6
Operations

Retrieve in asset context with audit and retention.

Technology foundation: Hyland Alfresco Content Services, Alfresco Digital Workspace, Hyland process/workflow services, enterprise search and OCR, DocOrbit migration tooling, and REST API-led integrations with enterprise and engineering systems.
Governance Embedded in the Operating Model

Administration, access and accountability were designed at enterprise, business-unit and project levels

ECH360 introduced a layered governance model that supports internal teams and external organizations without weakening project-level control. Organizations are onboarded before users receive project access, roles are approved for a defined scope, and all administrative and content activities are retained for auditability.

Enterprise administrationPlatform governance, business-unit management, global security and configuration, integrations, audit and compliance oversight.
Business-unit administrationBusiness-unit configuration, project governance, standards and templates, external-organization administration, and role/access approval.
Project administrationProject settings, members, roles, permissions, workflows, metadata, templates, content access and project reporting.
EPC organization controlEPC user administration, project-access requests, deliverable coordination, submissions, reviews and workflow participation.
Vendor/supplier controlVendor-user management, scope-based access, controlled submissions, response to comments and adherence to project policies.

Governance principles

Least privilege. Users access only the projects, workspaces and content required for their role.
Segregation of duties. Administrative responsibilities remain distinct across enterprise, business-unit, project and external-organization levels.
Project-scope enforcement. External access is project-specific, controlled and reviewable.
Audit and traceability. Access changes, submissions, reviews, approvals and administrative actions are recorded.
Lifecycle governance. Organizations, users, roles and permissions can be reviewed throughout the project lifecycle.

Configuration-led delivery

Five controlled stages. Each stage aligned the information model, workflows, migration, user onboarding and operational governance to verified business requirements.

1
Discover
2
Configure
3
Pilot
4
Roll out
5
Operate
Results and Business Value

A stronger engineering-information foundation for project delivery, compliance and long-term operations

The transformation established a controlled and scalable environment for managing engineering documents and correspondence across a large user community. It improved the way information was organized, exchanged, governed and migrated while minimizing disruption to ongoing operations.

Successful enterprise adoption

Approximately 1,500 users were onboarded to the modernized content-management environment, supported by role-based access and a structured governance model.

Greater operational efficiency

Standardized registration, search, review and document-handling processes reduced reliance on fragmented repositories and manual coordination.

Improved control and compliance

Version, revision, access, approval and audit controls strengthened document governance and the organization's ability to produce evidence.

More effective communication

Enhanced correspondence, review and transmittal management created clearer accountability across internal, EPC and vendor teams.

Controlled migration

Legacy documents were moved through governed mapping and validation processes, enabling a smoother transition with minimal operational disruption.

Operations-ready asset information

Approved as-built records could be promoted into asset context with project lineage intact, supporting retrieval, maintenance decisions and future brownfield work.

What made the transformation effective

  • The information lifecycle was designed around real engineering and document-control responsibilities, not around repository folders alone.
  • Project work in progress and authoritative master records were deliberately separated, with a governed promotion path at handover.
  • Security and external collaboration were built into the organizational model rather than added after implementation.
  • Migration included mapping, cleansing, validation and reconciliation, treating data quality as part of the transformation.
  • The solution combined a proven Hyland Alfresco foundation with TechTiera's pre-built engineering information model, workflows and migration capability.
Lasting impact: ECH360 created a governed engineering information ecosystem connecting Project WIP → Approved Master Records → Asset Context → Operations, with security, metadata, version control, audit, retention and integration available as shared services.

See how ECH360 would apply to your own project or asset scenario

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