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Natural Gas Infrastructure Firm Modernises Records Management Processes for Future Growth and Compliance

Client Snapshot

Profile

This client is a U.S.-based natural gas infrastructure firm considered an industry leader in building and operating facilities that heat and fuel the nation’s clean energy economy.

 

Client Situation

The client’s IT team needed to centrally store and allow advanced search and discovery of their pipeline operations files from new project establishment to ongoing maintenance, built on a cloud-based records management platform that could scale storage space and ensure accurate data hierarchy tagging for compliance.

 

Work Performed

Protiviti introduced a solution of strong UX/UI design, Power Platform, Azure, AI, custom development, and a Microsoft content AI readiness plan; parallel workstreams included solution design, third-party system integration, record tagging, and document migration for the operations repository platform.

 

Outcome/Benefits 

The client has now designed and built a custom document repository solution tied to its unique asset hierarchy, improving accuracy of record tagging and discovery. This ensures the client remains compliant in the highly regulated energy and utility safety industry and prepares them for future-state AI enablement.

 

Mission accomplished

The client now has a new location to maintain documents by their asset hierarchy, improving the accuracy of record metadata tagging, and providing a better employee experience for collaborating in Teams. The solutions delivered ensure the client remains compliant in the highly regulated energy and utility safety industry as it tackles architecture planning for future-state AI enablement. Benefits include:

  • Enhanced operational efficiency: With SharePoint Online already fully migrated into its operations, the client experienced noticeable improvements in workflow efficiencies thanks to better discovery tools and streamlined access to information via the new Repository
  • Removal of technical debt: SharePoint 2016 was a key repository used by the client with infrastructure and maintenance costs to be maintained. Through data migrations, this platform is on the path to decommissioning.
  • Empowered employees: The new repository provides a central place for employees to find materials that they used to have to scour physical and digital locations with the hope of finding anything.

Throughout the project, we were able to alleviate capacity constraints from critical client IT resources, allowing them to focus on other key initiatives within the organisation. The client’s IT team led oversight of the approach and architecture determinations, with our project team executing and driving the migration efforts. The commitment and collaboration from across the client’s organisation provided invaluable insights critical to the success of the project.

The solutions delivered ensure the client remains compliant in the highly regulated energy and utility safety industry, providing increased efficiency and productivity with greater accuracy.
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