ECH360 · Customer success story

Oil and Gas Engineering Document Control

From fragmented engineering content to a governed project-to-asset information lifecycle

How a multi-site oil and gas operator modernized document control, MDR-driven project delivery, EPC and vendor collaboration, as-built handover, master records and long-term asset information management with ECH360 on Hyland Alfresco.

Explore the case study

Users in target operating model: ~1,500
Engineering operations: Multi-site
Lifecycle coverage: Project→Asset
Governed engineering record: One

Project at a glance

Project context: ECH360 combines engineering information governance, MDR-driven project controls, controlled master records and asset context on the Hyland Alfresco platform.

In brief

A multi-site oil and gas operator moved from fragmented engineering content to a governed project-to-asset information lifecycle. It modernized document control, MDR-driven project delivery, EPC and vendor collaboration, as-built handover, master records and long-term asset information management with ECH360, TechTiera’s engineering solution on the Hyland Alfresco platform.

Customer profile

A multi-site operator managing engineering information across projects and decades of asset life

The operating model spans internal engineering teams, project document control, EPC organizations, vendors and suppliers, handover teams, operations and future modification projects.

Project information may change rapidly over a few years, while facilities, systems, equipment and tags can remain in service for decades.

The EDMS must do more than store files. It must preserve the governed relationship between planned deliverables, project WIP, approved master records and the assets those records describe.

The challenge

Engineering information had outgrown fragmented document-control processes

Drawings, technical documents, vendor deliverables, correspondence and operational records were distributed across project repositories, shared folders, email and contractor/vendor channels. This increased search effort, revision uncertainty and manual coordination while weakening project-to-asset continuity.

Fragmented information

Multiple repositories and channels made search, retrieval and current-revision identification harder.

Inconsistent standards

Numbering, metadata, disciplines and classifications varied across projects and legacy records.

Manual coordination

Reviews, revisions, comments, transmittals and handover depended on spreadsheets, email and follow-up.

Weak project-to-asset continuity

Operations needed a trusted current engineering record tied to plant, system, equipment and tag context.

Complex external collaboration

Internal teams, EPCs and vendors required governed organization onboarding and project-specific access.

The transformation

One governed engineering information lifecycle from project delivery to operations

Project DeliveryProject Workspace + MDR

Plan deliverables, people, metadata, responsibilities and target dates.

Engineering ControlWIP → Review → Approval

Control revisions, markups, decisions, tasks and transmittals.

Authoritative RecordMaster Records / Engineering Vault

Promote accepted as-built information into the current controlled record.

Asset OperationsAsset / Equipment Context

Link master information to facility, system, equipment and tags.

Lifecycle ContinuityOperations → Modification Project

Reuse current masters as the governed basis for future change.

GovernanceEnterprise → BU → Project → EPC → Vendor

Enforce scope, least privilege, accountability and auditability.

Business ValueTrusted engineering information

Strengthen control, collaboration, traceability and operational readiness.

The ECH360 solution

A project-to-asset engineering information management solution powered by Hyland Alfresco

ECH360 is TechTiera’s engineering solution layer on Hyland Alfresco. It brings together the information model, connected workspace patterns, MDR-driven deliverable controls, engineering document lifecycle, transmittals, master records, asset context and governance required for a modern EDMS.

MDR-Driven Deliverable Control

The MDR acts as the planned and controlled deliverable register, tracking document number, discipline, planned/current revision, status, key dates and linkage to actual documents.

Template-Driven Project Workspaces

Governed project context for metadata, teams, discipline structures, WIP documents, reviews, tasks, transmittals and close-out.

Engineering Document Control

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

Review, Markup & Collaboration

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

Transmittals Management

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

Master Records & Asset Context

Approved engineering records are retained as authoritative masters and made available through persistent facility, system, equipment and tag context.

Governed External Collaboration

External organizations are centrally governed while project administrators control project membership, roles, permissions and content access.

Controlled As-Built Handover

Completeness checks, mandatory metadata, MDR validation and acceptance gates before approved as-built information becomes the current master.

Project-to-asset lifecycle

Separate project WIP from authoritative master records, then connect those masters to the asset context

This is the critical information-governance bridge: the MDR governs expected project deliverables, the project workspace governs work in progress, and accepted as-built information is promoted into Master Records before being consumed in asset and operational context.

Project Workspace + MDR

Project context, roles and planned deliverables.

Engineering WIP

Create, receive and revise engineering documents.

Review / Approval

Technical review, comments, decisions and approvals.

Approved / As-Built

Final accepted revision and handover readiness.

Master Records / Vault

Current authoritative approved engineering record.

Asset / Equipment Context

Facility, system, equipment and tag relationships.

Operations & Future Change

Operational use and controlled future modification.

Platform FoundationHyland Alfresco Content Services and Alfresco Digital Workspace.

ECH360 Engineering ExperienceInformation model, MDR, lifecycle, master records, asset context and governance patterns.

IntegrationREST API-led connectivity with identity, ERP/EAM/CMMS, project controls and reporting systems.

Governance embedded in the operating model

Administration, access and accountability from enterprise level to external project participants

Organizations are onboarded under governed enterprise and business-unit administration, while project administrators control membership, roles, permissions and content access within the project. This separates organization onboarding from project authorization.

Enterprise administration

Platform governance, business-unit management, global security/configuration, integrations, audit and compliance oversight.

Business-unit administration

BU configuration, project governance, standards/templates, external-organization onboarding, role/access approval.

Project administration

Project settings, members, roles, permissions, workflows, metadata, templates, content access and reporting.

EPC organization control

EPC user administration within approved scope, project-access requests, submissions, reviews and workflow participation.

Vendor / supplier control

Vendor users within approved scope, controlled submissions, response to comments and compliance with project policies.

Least privilege

Users access only the projects, workspaces and content needed for their role.

Segregation of duties

Administration responsibilities remain distinct across enterprise, BU, project and external organizations.

Controlled external collaboration

Organizations are governed centrally while project access is delegated to authorized project administrators.

Project-scope enforcement

EPC and vendor access remains project-specific, controlled and reviewable.

Audit & traceability

Access changes, submissions, reviews, approvals and administration actions are recorded.

Lifecycle governance

Organizations, users, roles and permissions are reviewed throughout the project lifecycle.

Business value

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

The ECH360 operating model is designed to improve coordination across internal and external teams while preserving authoritative project-to-asset lineage through handover and operations.

Scalable enterprise adoption

Layered administration and role-based experiences support large, multi-site user communities while preserving controlled project scope.

Greater operational efficiency

Standardized registration, search, review and document handling reduce dependence on fragmented repositories and manual coordination.

Improved control & compliance

Version, revision, access, approval, retention and audit controls strengthen governance and evidence readiness.

More effective collaboration

Structured reviews, correspondence and transmittals create clearer accountability across internal, EPC and vendor teams.

Operations-ready asset information

Approved as-built records become authoritative masters linked to asset context for maintenance and future brownfield work.

ECH360 value proposition: Project Workspace + MDR → Engineering WIP → Review / Approval → Approved As-Built → Master Records / Engineering Vault → Asset / Equipment Context → Operations → Future Modification Project, governed by shared security, metadata, revision control, audit, retention and integration services.