Best Practices for Construction Document Management
Article written by Andy Holtmann and appears on the Viewpoint blog
Find out how to centralize your construction document management system and make it easily accessible to your teams.
Document management might not sound glamorous, but effective document management is critical to the success of construction projects. As contractors move from pen and paper to digital, paperless operating environments, they have found a variety of solutions for document management available to them, some more sophisticated than others.
Still, many contractors use a mix of paper and digital documents, and even if they’ve gone fully digital, they may rely on a mix of software applications. A survey of the Viewpoint community found many contractors still rely on basic digital tools like spreadsheets to manage their projects. (Last year’s Construction Technology Report from JBKnowledge reported similar findings).
Mobile technology touches pretty much all parts of our lives these days, so it’s no surprise mobile has begun to play a significant role on construction jobsites. As we’ve discussed on Viewpoint Surveyor in the past, JBKnowledge’s Construction Technology Report from 2017 found that 83.1 percent of construction contractors surveyed believe mobile technology is important or very important for their business.

While construction historically has lagged other sectors in terms of IT investment, such spending is now accelerating as more and more organizations wake up to the need to move beyond the industry’s traditional practices. At the same time, the speed of technology development has increased the availability of robust, customizable cloud solutions, which is lowering the barrier to adoption.
While many project managers today are still utilizing manual processes or working with significantly outdated software, it is becoming clear that this is less of a matter of choice. According to a 2015 Construction Technology Report1 by JBKnowledge in conjunction with the Construction Financial Management Association and others, 77.4 percent of respondents considered mobile computing capabilities on the project jobsite to be either “important” or “very important.”
While having the best people in place, working together well and using the latest tools is critical, the construction project can still suffer if the data being tracked and reviewed is days or even weeks old. That outdated project information can make it hard to accurately gauge current job costs or work in progress.