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How to Organize the Flow of Construction-Related Documents


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Running a construction company requires employing numerous workers spread across various construction sites. This presents several challenges related to managing documentation, among other things. How can you optimize workflows and ensure proper handling of the numerous generated materials?

 

Information is currently every company's greatest asset. The way it is collected, stored, and updated is a key determinant of a company's success. This awareness seems to elude the construction industry. Building information is transferred to the investor/manager in the form of printouts organized into binders and drawing sheets, sometimes as PDF, DWG, or Excel files. This documentation is difficult to manage and becomes outdated after a few years.

Document organization on construction sites: why is it so important?

More and more companies are realizing the importance of document management. In the construction sector, document organization is essential for the smooth running of construction projects. However, management goes far beyond simply storing information and reviewing the work being done by the construction team.

 

It also involves the ability to act quickly under time pressure and ensuring the quality of the transfer of necessary documents between the investor, subcontractors, and administrative staff. Document management helps meet the standards of quality certification programs such as ISO. It's easy to ensure that documents are always up-to-date, a crucial factor during audits.

 

Proper organization brings several benefits to a company and contributes to the streamlining of many tasks. From simplified procedures like archiving to more complex situations, such as the aforementioned quality certificates, not all construction companies, however, realize the importance of investing effort in proper document organization. This is because traditional solutions, where all paperwork is handled manually, remain popular. This creates a significant risk of delays in project completion, losses, omissions, and even data manipulation.

What should you remember when taking care of document circulation on a construction site?

Work instructions, general procedures, plans, drawings, internal safety and quality standards, and even client information brochures. These are just a few examples of documents circulating daily on a construction site, but the list is vast! Therefore, effective management and good organization of construction paperwork are crucial.

 

According to construction industry experts, there are quite effective ways to optimize the administrative management of a construction company. It's worth focusing on practices such as:

 

  • Categorizing and organizing:taking into account what is a priority and requires special attention - contracts, protocols, declarations, reports, certificates, instructions and receipts.
  • Functional file management:it is essential that employees have access to what they need.
  • Transparent communication and intuitive flows for approving, changing and forwarding
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  • Change tracking: record of entry history and document movement.
  • Using documents stored in the cloud.
How to ensure efficient document flow on construction sites?

The use of mobile technology is significantly contributing to the efficient flow of documents in the construction industry. What was previously done manually is now done using tablets, smartphones, and other devices, with all data collected in one place. Thanks to comprehensive software for construction companies - CRM and ERP systems - you can continuously monitor the project implementation process.

 

It's worth remembering that the dynamic nature of a construction site involves numerous tasks. There are simultaneous demands and little time for constant monitoring and action. This means that numerous engineers, managers, and architects are moving freely around the site with various documents (mostly printed), increasing the risk of them being lost or destroyed. To enhance control over all these materials, it's worth using online software. It gathers all documentation in one place, starting with signing the contract with the investor, through planning and implementing project budgets, and culminating in warranty service.

 

Thanks to this, you can efficiently manage:

  • Construction planning,
  • Purchasing and contracting,
  • Implementation and settlement,
  • Warranty service,
  • Reports and monitoring of managerial work,
  • General company matters (e.g. construction documentation, tasks of secretarial staff, holidays, business trips, advance payments).

 

Thanks to specialized software, the construction company will be able to organize tasks and work stages online. This will lead to optimized workflows and increased productivity for the entire team.

The benefits of using software for the construction industry

Some well-developed software automates workflows and documents, streamlining the organization, distribution, and monitoring of tasks. Some of them are easy to use and allow remote access to the database. It provides a secure place to store files and information about investors, subcontractors, and clients. It prevents the loss of valuable notes and confidential data from falling into the wrong hands.

 

If you work in a construction or development company, consult with reliable software, such as for PDF management - SwifDoo PDF. Discover solutions tailored to your needs and essential for your company's growth.

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