Customer Profile

A firm operating in Abu Dhabi’s energy and industrial sectors, delivering engineering, operations, and project services across Aviation, Chemicals, Petrochemicals, Oil & Gas, Renewables, Water, Power, and Manufacturing. Their projects are large, multi-disciplinary, and involve multiple stakeholders — making document control mission-critical.

Business Challenge

Projects involve transferring drawings, specifications, calculations, and other technical documents for review, comment, or approval. These document exchanges (transmittals) are official business records that influence contractual decisions and liability..

Without a controlled and auditable transmittal process:

• Confusion over which version was sent, when, and to whom
• Difficulty tracking approvals, comments, and returns
• No unified view of third-party involvement or decision trail
• Project delays, escalated risks, and weakened accountability

Lack of central repository for accessing quality documents such as forms and templates that were used by the project team.

Why They Chose MPower365

The customer chose MPower365 for its native Microsoft 365 architecture and seamless integration with Dynamics 365 Sales & Finance & Operation (F&O). The solution aligned perfectly with their digital transformation roadmap — delivering governance, transparency, and full auditability without adding siloed tools. MPower365’s modular, cloud-first framework enabled rapid deployment and standardization across projects.

Solution

MPower365 implemented a Project Document Lifecycle Management Solution integrated with Transmittal and Quality Document Management capabilities. Secure, predefined project workspaces are automatically created from Dynamic 365 F&O, each configured with role-based access, libraries, and metadata structures.

Key highlights include:

• Automated Workspaces: Standardized project environments created instantly from D365 F&O, ensuring consistency, security, and compliance across all projects.
• Document Indexing: Deliverables, owners, revision rules, and lifecycle stages defined upfront for streamlined tracking and accountability.
• Multi-Document Packages: Transmittals can bundle multiple documents with automatically captured metadata for each file.
• Smart Delivery: Transmittals delivered via email and secure file sharing, with real-time alerts and stakeholder notifications.
• Real-Time Tracking: Recipients can comment, approve, return, or acknowledge documents; every action is logged for full transparency.
• Central Register: An immutable transmittal register maintains a complete audit trail of every document exchange.

Outcomes

• Automated Workspaces: Standardized project environments created instantly from D365 F&O, ensuring consistency, security, and compliance across all projects.
• Document Indexing: Deliverables, owners, revision rules, and lifecycle stages defined upfront for streamlined tracking and accountability.
• Multi-Document Packages: Transmittals can bundle multiple documents with automatically captured metadata for each file.
• Smart Delivery: Transmittals delivered via email and secure file sharing, with real-time alerts and stakeholder notifications.
• Real-Time Tracking: Recipients can comment, approve, return, or acknowledge documents; every action is logged for full transparency.
• Central Register: An immutable transmittal register maintains a complete audit trail of every document exchange.

Looking Ahead

The client plans to enhance the platform with revision sequencing, SLA-based metrics, and real-time performance dashboards. These additions will enable proactive oversight, improved accountability, and smarter decision-making across all project transmittals.