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Industrial Construction Company Gets Fast and Precise Document Package Creation

A Case Study

Client Overview

Our client provides solutions and specialty services for heavy industrial construction including maintenance, turnaround, pipe and module fabrication, equipment, rigging and specialized transportation. 

The Challenge

Our client’s Pipe Fab Quality Control department was plagued with manual processes and outdated systems. Their current document management system was slow, outdated, and did not allow them to easily customize and export documents when needed.  Exporting and packaging are a must for our client, as each shipment of goods that went out to their customer must be accompanied by the correct set of documents to verify and remain compliant. Not being able to customize their system to select and export documents based on each shipment, makes order fulfillment a painful process.    

With slow turnarounds, customers were getting frustrated, and to make matters worse, the department was violating compliance regulations, ultimately increasing operational costs.  

Finding this unacceptable, our client set a goal to reduce time and improve the quality (compliance) of their document packages at the pipe pool level, lead level, and job level. With Pyramid Solutions’ expertise in export systems, our client chose us to pursue the project. 

 

 

Our Innovative Solution

To fix our client’s manual processes and document management system, we analyzed our client’s existing document package definitions to determine which ones could still be used and how they could be converted using our in-house exporter tool, Agile eXporter. During this process, we provided training for our clients to understand Agile eXporter and use it to its fullest potential. 

Next, we paired our client’s IBM Case Manager environment with additional capabilities from Pyramid eXpeditor, and added customizations that would allow for better document indexing, document filing, and QC review. 

With this customized solution, we were able to provide our client with more efficient processing, reduce FTEs, allow faster document package creation, and add flexibility in defining the package structure and contents of a document package. Now the system generates documentation packages faster with fewer people and with more options available. 

As a result of our work, users get a better system to work with and customers are happier thanks to swifter service! 

Technology Used:

  • EIBM Case Manager
  • EPyramid eXpeditor
  • EAgile eXporter

Our Exceptional Results

Automate Document Exports

Reduce Departmental Overhead Costs

Remained Compliant and Avoided Continuous Fees

We helped our client automate document extraction.

How can we help you? 

Reach out to us today to see how our team can help you achieve your objectives. From document packaging and exporting to consulting, let’s see how we can help you become more efficient as an organization and reduce costs.