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Connecting Project Data Across Unifier and Salesforce for Manufacturing

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Overview

Managing project documents across departments can be challenging when systems are difficult to use and processes are not clearly defined. For this Public Services Department, the existing document management environment needed a simpler structure and better support for document workflows.

ImageGrafix worked with the organization to assess Oracle Primavera Unifier against its EDMS needs. Through discussions, demonstrations, and workflow reviews, the team gained a clearer understanding of Unifier’s capabilities and how it could support their document management processes.

Business Challenges faced before ImageGrafix:

  • Existing system and user experience were challenging due to usability and interface limitations.
  • Aconex-like user experience was expected, requiring clarity on the differences between Aconex and Unifier.
  • Scope and platform limitations needed to be clarified and aligned with practical Unifier capabilities.
  • Incomplete requirements resulted in multiple clarification cycles and the need for detailed workflow guidance.
  • Complex document processes involved managing different document types, structures, approvals, and workflows across departments.
  • Standardization was needed across project structures, document types, roles, permissions, and folder structures.
  • Workflow complexity required guidance on structuring document routing, approvals, and notifications within Unifier.
  • Standardization was needed across project structures, document types, roles, permissions, and folder structures.
  • Platform understanding needed to be strengthened through demonstrations and capability comparisons.

Services Delivered:

  • Business and process assessment covered document management requirements, existing processes, and user expectations.
  • Solution consulting helped align EDMS requirements with Unifier’s capabilities and limitations.
  • EDMS configuration guidance defined document types, project structures, folders, metadata, roles, and permissions.
  • Workflow design and automation addressed document routing, approvals, notifications, and workflow processes.
  • Customization support helped align forms and metadata with the organization’s business processes.
  • Platform demonstrations gave stakeholders a clearer understanding of Unifier’s EDMS functionality, interface, and scope.
  • Stakeholder communication ensured requirements, expectations, and proposed capabilities remained aligned throughout the evaluation.

Results

The engagement gave the Public Services Department a clearer understanding of how Oracle Primavera Unifier could support its document management needs. It also helped align expectations with the platform’s capabilities and define a practical approach for the proposed EDMS environment.

The solution provided a more structured way to manage documents, with version control, workflow automation, customization, and standardized project setup. This helped address key usability and process needs while giving the organization greater clarity to make informed decisions and improve document control and workflow efficiency.

Industry: Real Estate

Region: UAE

Solutions: Oracle Primavera Unifier

Outcomes Achieved

  • Improved EDMS visibility across document management processes
  • Structured document management through defined types, folders, and project structures
  • Improved document control through versioning and audit trails
  • Streamlined workflows through automated routing and approvals
  • Flexible system configuration through customizable forms and metadata
  • Standardized project setup with templates, roles, and permissions
  • Clearer scope alignment through defined platform capabilities and limitations
  • Better decision-making through demonstrations, comparisons, and structured communication

About The Organization

A UAE-based Public Services Department responsible for managing project-related information and documentation across multiple departments and functions. The organization required a structured document management environment that could support its operational processes while providing users with a more intuitive and consistent experience.

Implementation Benefits:

  • Improved document management: Structured document types, folders, and project configurations provided a more organized environment for managing project information.
  • Streamlined workflows: Automated document routing, approvals, and notifications helped simplify document processes and reduce manual intervention.
  • Better user experience A more intuitive and customized interface helped align the Unifier environment with user expectations and business requirements.
  • Stronger document control: Versioning, check-in/check-out, and audit trails supported better control and traceability of project documents.
  • Standardized project setup: Templates, roles, permissions, and document structures helped establish a more consistent approach to project creation and management.
  • Clearer platform understanding: Structured demonstrations and discussions helped align expectations with Unifier’s capabilities and limitations, supporting a more informed evaluation and implementation approach.

What's Next

Moving forward, the organization can focus on standardizing document workflows, expanding automation, and creating consistent project and document structures across departments. As its requirements evolve, there is also scope to further configure and customize the system to improve document control, workflow efficiency, user adoption, and overall project information management.