Energy Industry Document Process Automation | Oil & Gas

A Global Engineering Leader Saves Millions By Increasing PLM Efficiency By 10% With Adlib

Challenge

The company faced inefficiencies in their document management system, which could not automatically convert forms, checklists, and complex CAD drawings into searchable and accessible PDFs. The manual conversion process consumed valuable engineering time, and the lack of standardized document formats led to inconsistent and error-prone regulatory submissions, causing project delays and increased costs.

Solution

Implementing Adlib's document transformation solution automated the conversion of PLM documents into standardized PDFs, improving efficiency by 10% and saving millions of dollars by reducing delays and errors. The solution enhanced information sharing through easily searchable documents and streamlined compliance reporting, ensuring consistent and compliant documentation across the enterprise.

Energy giant enhances compliance across the enterprise with document transformation

Challenge

This energy company faced significant challenges in managing and processing a diverse range of documents, including various formats and CAD files, within their existing document management system. The manual processes required for document ingestion, conversion, and compliance creation were time-consuming and prone to errors, leading to inefficiencies and inconsistencies. Ensuring standardized regulatory reporting and compliance with data retention and operating procedures was difficult, impacting both internal operations and interactions with external stakeholders and regulatory bodies.

Solution

The company integrated Haistaq into their existing document management system. This integration enabled the automatic ingestion, conversion, and creation of compliant documents from various formats and CAD files, streamlining accessibility across the organization, external stakeholders, and regulatory bodies. The highly automated process required minimal human intervention, ensuring consistent and standardized regulatory reporting and compliance with data retention and operating procedures. As a result, this energy giant achieved greater efficiency, reduced errors, and enhanced their ability to meet regulatory requirements, improving overall operational effectiveness and stakeholder satisfaction.

Ensuring Compliant Data Retention & Contract Auditing Procedures for IPO with Adlib

Challenge

The company faced difficulties in making legal and accounting documents text-searchable, as their multi-function printers did not automatically perform OCR. They also needed a solution to bulk-OCR thousands of legacy documents stored in PDF and TIFF formats, which were not searchable, complicating content retrieval.

Solution

Implementing Adlib's PDF transformation solution enabled automatic OCR processing of incoming documents and bulk OCR of existing records, making them fully searchable. The intuitive interface and robust capabilities have streamlined document management for the company's legal and accounting departments, enhancing efficiency and reducing manual effort.

Nuclear Agency Ensures Critical Operations With Adlib's Document Automation

Challenge

The agency struggled with labor-intensive and time-consuming processes for creating and distributing overnight summary reports required by federal regulators. Early work hours, manual data gathering from multiple sources, and resource-intensive tasks led to errors, inconsistencies, and low employee morale.

Solution

Implementing Adlib's automated document conversion solution streamlined the report creation and distribution process, eliminating early morning manual work and standardizing reports into searchable PDFs. This automation increased efficiency, enhanced consistency and compliance, improved employee morale, and optimized resource allocation, allowing staff to focus on more strategic activities.

Nuclear power leader ensures enterprise-wide compliance with Nuclear Regulatory Commission

Challenge

To comply with the Nuclear Regulatory Commission’s (NRC) requirements to archive all documentation in a specific PDF format for 60 years, the company used manual workflows to convert volumes of Excel and Word reports and JPEG and TIFF graphs and charts. This labor-intensive workflow resulted in delays, format errors, and growing overhead.

Solution

Adlib's seamless integration with the company's Dassault PLM system streamlined the archival process by automatically converting documents into compliant PDF formats, complete with precise formatting elements such as headers and footers. This automation not only ensured standardized compliance, significantly reducing the risk of fines, but also eliminated manual labor and ballooning labor costs. The solution adeptly met the demands of both volume and scalability, enhancing overall business efficiency and document-management efficacy.

Oil extraction giant saves millions by streamlining engineering workflows

Challenge

High Volumes of engineering drawings needed to be converted to PDFs. This led to intensive manual administrative work by engineering teams, growing IT costs to accommodate growing AutoCAD licensing needs, frustrating workflow practices, slow critical data exchange and an increased risk of non-compliance.

Solution

This organization phased out Documentum and implemented the Bentley and Adlib solution across the enterprise to automate previously manual document workflows. This strategic move yielded significant financial and operational benefits: a $200k saving in AutoCAD licensing costs, $1 million in savings as a result of freeing up 25% of engineers’ time from administrative tasks, enhanced server capacity with decreased AutoCAD support required from IT, standardized processes for long-term data retention, and sweeping risk reduction thanks to increased automation throughout the company.