The situation
A Canadian energy organization was experiencing growing execution risk across its capital projects portfolio as teams relied on fragmented, highly manual systems spanning Engineering, Construction, Commissioning, and Turnover.
These challenges surfaced in day-to-day project execution and at handover. 3rd party systems and in-house developed tools were used to perform the same functions, such as inspection form tools, resulting in inconsistent processes across projects. Information was often entered two or three times across the project lifecycle, creating redundant, error-prone data and increasing rework. Visibility into project performance was also limited with metrics and dashboards dependent on manual consolidation from multiple systems.
Inefficient document and asset turnover increased downstream operational risk, with ~80% of asset data misaligned at handover. Inconsistent asset data and the absence of standardized asset classes made it difficult to transition projects into operations with confidence.
The solve
Deloitte was engaged to support the client’s optimization of Engineering, Construction and Commissioning initiative by helping design and implement a single, integrated project delivery ecosystem.
The approach focused on enterprise‑wide process standardization, anchored by a unified project management information system serving as a single system of record. The solution replaced multiple disconnected tools with standardized workflows for request for information, inspections, document management, asset data, and project performance reporting.
An asset‑centric design was introduced, including the development of a standardized asset class library and asset registry, allowing asset data to be reliably verified by the appropriate personnel from engineering through commissioning and turnover. Automation and system integration reduced manual effort through built‑in workflows, validated data fields, mobile forms, application programming interface-based reporting, and automated document and transmittal management. Together, these capabilities established a more consistent and scalable foundation for delivering capital projects.
The impact
The initiative resulted in a 20% reduction in the application footprint, lowering system complexity, reducing support costs, and easing user friction across the project environment. Data quality was materially improved by eliminating redundant data handling, enabling progressive data verification, and standardizing asset data management.
The client experienced faster and more reliable turnover, enabled by automated documents, assets, and record packaging aligned with operational requirements. Project teams also gained improved visibility and decision‑making, supported by real‑time dashboards, standardized metrics, and a single source of truth across projects and portfolios.
Collaboration with contractors and vendors was also enhanced through direct submission and review of deliverables within the system prior to payment release. The client anticipates approximately $20M+ in annual cost savings and cost avoidance, driven by more efficient engineering, construction, commissioning, and turnover workflows.