EPFM Simplifies Document Management for Energy Market Capital Projects

Mindy Rathe
November 15, 2013

Windward Group Leads the Charge to Optimize O&G Facility Management

Energy production facilities are extraordinarily complex entities. As they grow in complexity with each capital improvement, tracking the documents associated with each element in one of these facilities can be incredibly difficult. Since regulations for these capital improvement projects continues to increase, managing the documents throughout the project lifecycle becomes increasingly critical.

Below are some examples of the documents that must be collected throughout the life of a capital project:

  • Invoices: every item used in the facility must be connected to a drawing and a part number.
  • Drawings: this includes the original drawings and the as-builts after the construction process. Drawings are also a part of the handover process.
  • Human Resources: who was where, at what time, and did they meet appropriate certifications.
  • Transmittals: documentation sets that must be approved by regulatory bodies, customers and suppliers.
  • Project Management: documentation supporting construction timeframes and potential risk.

Once an organization understands the documents, internal workflow processes become critical. Having accountable workflow processes answer the question, "Who is responsible for approving what information in what timeframe?" These workflow requirements utilize the documents created internally as well as the data that drives decisions.

Workflow also applies to tracking document generation, modification and record declaration. While documents can change over time, records become part of the body of information used during the project.

How do organizations manage these facilities in light of these complex information, data and documentation environments?


Built on the Documentum platform, EPFM has all of the scalability, security and document management features already built. With hundreds of organizations using it today for their document management, Documentum is stable and field-tested. EMC has applied best practice experience from leading energy product organizations to produce EPFM. These best practices include:

  • Internally and externally driven workflows
  • Document transmittal accountability
  • Progress tracking
  • Project creation
  • Supplier collaboration

Because EPFM takes advantage of centuries of experience combined with a strong technology foundation, energy production organizations realize significant benefits. These include:

  • Rapid deployment – Pre-built capabilities eliminate the need for custom solution development for each project, enabling you to create projects quickly and efficiently.
  • Visibility and accountability – Full audit trails enable simplified regulatory compliance, providing full process and progress accountability.
  • Security – Whether deployed in the cloud or on premise, the technology is inherently secure, simplifying ongoing support.
  • Instant information availability – Access information quickly, resulting in faster decision making and more accurate progress reporting.

The Windward Group has a wealth of experience working with energy companies. With countless oil and gas companies using Documentum, EPFM is a familiar technology that provides significant time to market value, reducing risk and enabling energy companies to be responsive to market needs.

Contact us to learn more about EPFM