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Interface Connect 4.4: Enhanced Integration with EDMS & Power BI

Written by Kelly Maloney | October 3, 2024

We’re happy to announce the official release of Interface Connect 4.4. This version of our interface management software enhances current project integration capabilities within Coreworx, simplifying integration and speeding up time to value on integrations.

Interface Connect 4.4 provides users with enhanced APIs and configurability to integrate with:

 

Integrated Purpose-Built Interface Management

Organizations are seeking best of breed solutions to support their specific project management disciplines, including interface management. By integrating these critical solutions, organizations can leverage the expertise of multiple vendors to address specific needs more effectively. Organizations are not constrained by the limitations of a one-size-fits-all approach. This flexibility allows for greater adaptability to unique business processes and workflows.

Imagine the power you could place in the hands of your project team if, with a single query, they can view the entire history of a document deliverable or interface or track the history and decisions made on a change order. With all information and artifacts related to project interfaces, documents, or tasks linked, you can provide your project team with the complete and accurate information they need to make sound decisions.

 

EDMS Connector

Accurate Documents for Interfaces

One of the key benefits of integrating your EDMS with interface management software is the reduction of interface-related risk. By ensuring that all interface stakeholders have access to the latest revisions of project documents, you facilitate timely response to interface agreements. This integration also helps you, as the project owner, avoid the pitfalls of stakeholders using outdated revisions, which can result in errors, misunderstandings, and unnecessary rework.

 

Figure 1: Coreworx EDMS Connector with controlled document links

 

Why is EDMS Integration Important?

Internal and external interface teams produce numerous engineering documents, drawings, and specifications related to their specific scopes of work or disciplines. Project owners rely on EDMS software to manage these engineering documents effectively.

Many of these documents contain critical information for interface agreements, making it essential for them to be shared among interface stakeholders.

Typically, these documents are submitted through a transmittal process governed by the document control rules defined in the EDMS. While this process is structured to ensure that the correct documents reach the appropriate individuals or teams, it can lead to delays or missed distribution if distribution lists are not consistently updated.

In addition to the EDMS, project teams often use file attachments to share documents via email or through interface management solutions. While this method has its place, relying on attachments for engineering design alignment poses significant risks. It can become challenging to confirm whether the attachment is the latest and most accurate version of the document.

To mitigate these risks, linking document deliverables directly with interface deliverables through integration is the safest approach. This integration guarantees that all parties involved have access to the current revision of a deliverable.

 

How It Works

The Coreworx EDMS Connector gives users the ability to search for and select controlled documents stored in the EDMS to create links from interface points and interface agreements. The links are maintained throughout the life cycle of the interface document. When new revisions of the controlled documents are available, Interface Connectprovides visual indicators on the screen to alert involved interface stakeholders.

 

Figure 2: Visual indication of a document with a newer revision available in Coreworx EDMS Connector

 

Key Benefits of the EDMS Connector

Interface Connect 4.4 now enables simplified integration with EDMS, providing:

  • Stakeholders with consistent access to the latest revisions of documents and drawings
  • Enhanced collaboration
  • Increased visibility on scopes of work and potential interface issues for stakeholders
  • Improved timely delivery of interface-related deliverables

 

Microsoft Power BI Integration

Critical decision-making occurs daily on capital projects. Business intelligence tools, like Microsoft’s Power BI, provide a technology-driven process for analyzing data and delivering actionable information that helps project teams make informed business decisions.

Project teams use Power BI to easily connect project data sources and enable data visualization capabilities that help them discover what is important and quickly identify areas of concern. It empowers projects to operate more intelligently! Interface data, integrated with other project data and displayed with Power BI visualization tools, provides a powerful picture of actual progress and other interface-related insights across your organization.

 

How It Works

The Coreworx Power BI integration ensures easy access to interface data for all your reporting needs. The results are in your hands with the ability to design reports and analyze and view data in a way that makes sense for your organization.

 

Figure 3: Document Deliverables & Interfaces Power BI Dashboard

 

Summary

The EDMS and Power BI integration options in Interface Connect 4.4 provide project teams with easier access to critical, up-to-date, and reliable data. Through connecting multiple systems via integrations, sharing appropriate and accurate data within the organization is accelerated, greatly reducing communication delays and human error.

For more information about Coreworx Interface Connect 4.4 interface management software, contact us.