Why Engineering Document Management is Critical for Your Utility’s Future

This playbook explores how utilities can use Engineering Document Management (EDM) to improve access to critical engineering information, connect teams, automate workflows, and reduce operational risk. Drawing on real-world experiences from Con Edison, Eversource Energy, Great River Energy, and Hoosier Energy, it demonstrates how centralized document control supports everything from design and capital projects to O&M, emergency response, safety, and regulatory compliance. The guide also provides practical best practices for selecting, justifying, funding, and successfully deploying an EDM solution across a utility organization.

Key points:

• Create a centralized source of truth with fast access to current, accurate engineering documents
• Improve safety, reliability, security, traceability, and regulatory compliance
• Streamline workflows and collaboration across engineering, O&M, field teams, and capital projects
• Learn from real-world EDM deployments at leading electric utilities
• Build the business case for EDM using operational benefits, ROI, risk reduction, and potential funding options