One secure place for an infrastructure company’s documents, plans and meetings

The problem

An infrastructure developer had project documents spread across email, laptops and shared drives, a project plan in a spreadsheet nobody trusted, and no way to know who had seen what. Lenders and partners needed access to some documents and not others, and every access had to be accountable.

What was delivered

A single system, on the company’s own hosting, with four parts that share one set of people and one set of permissions.

The data room

The plan

A work plan in the manner of professional project software: phases, tasks and milestones, dependencies with lags, a critical path computed automatically, a baseline to measure slippage against, Gantt, list, board and dashboard views, and items added by pasting a list or importing a spreadsheet. Minutes of a meeting turn into tasks with one click.

Meetings and reports

Meetings created inside a project, video meetings created on the company’s account with the recording arriving on its own, minutes written in the system, and four reports, project status, data room, portfolio and access review, that produce and send themselves on a schedule.

Accountability

Every page opened, every action, every download and every view is recorded, and only the owner of the system, and whoever they choose, can read that record. The owner’s account is invisible to everyone else, including administrators, and every action in the system can be allowed or blocked person by person.

What it became

The same foundation, configured per organisation with the modules it needs switched on, is now a platform: capital projects, documents, meetings, data rooms, people and finance in one system instead of six that do not talk to each other.