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Engineering firms, construction companies, and architectural firms are improving customer service and decreasing operation costs with Treeno Electronic Document Management Solutions

Engineering, construction, and architectural firms of all types and sizes face intense economic, regulatory, and competitive pressure. Organizations must find efficient ways to satisfy these requirements while keeping costs to a minimum.

Effectively sharing and accessing information, managing projects, reducing project costs, and managing employees and subcontractors can be very challenging. Even more challenging is the enormous number of support documents (electronic and paper) that must be processed and managed on a daily basis. Treeno Electronic Document Management (EDM) gives engineers secure remote access to all their business documents (emails, plans, proposals, change requests, photos, bid specifications, and more) regardless of their location.

Treeno EDM offers an easy-to-use, yet powerful document management and workflow solution that will enhance your customers’ experiences and reduce costs. Your engineers and staff will easily manage your change order processes, automate your review and approval processes, and streamline your collaboration efforts. Treeno’s version control tools will keep your documents from being improperly overwritten ensuring the integrity of your files.

Treeno can help your organization provide high-quality client services while lowering operational expenses by giving authorized users instant access to client support materials regardless of department or location.

Engineering, Construction, and Architectural Firms Rely on Treeno EDM to:

  • Integrate with existing business applications for one-click automated filing, search, and retrieval
  • Provide document workflow automation (DWA) tracking and accountability for improved internal productivity and customer service
  • Simplify access to documents by providing secure mobile access to information anytime, anywhere
  • Eliminate the need for document duplication by providing authorized users with access to client support files from any location through a secure audited viewer
  • Eliminate storage and courier costs by scanning and electronically routing client information
  • Decrease processing time and costs and enhance customers’ experience
  • Simplify and reduce operation expenses associated with third-party audits
  • Streamline and automate document retention and destruction processes with custom business rules
  • Track missing files through Treeno compliance reports and reduce risk and exposure


Treeno Electronic Document Management Solutions for Engineering, Construction, and Architectural Firms

Application Integration with Engineering, Construction, and Architectural Firms

Treeno EDM integrates with your business applications. With just a single click, you can retrieve filed documents as well as automatically file, name, and link documents to client transactions within your firm’s application.

Project Process Management

Managing project documents and processes can be challenging, especially when multiple people need to be notified when something has changed in the project. Treeno’s Document Workflow Automation (DWA) tool allows you to establish predefined business rules for your change order, contract review, and user notification processes. These rules specify which users should be notified at each step in the process and how they should respond. With Treeno workflow reporting, your organization can manage not only the documents but also the people and the processes.

Project File Management

Treeno EDM helps engineering, construction and architectural firms manage all their clients’ documents throughout the project life cycle from the RFPs, contracts, and design documents to the retention and purging processes. Treeno provides real-time, secure access to information anytime—from any location—without reproduction, saving you time and money.

Integrated Client and Subcontractor Portals

Treeno EDM seamlessly integrates with your client and subcontractor portals so that users with the appropriate permissions can access project files and plans in an authenticated and secure environment. Treeno also provides a Treeno publishing portal to allow selected documents to be securely viewed by an external party. Access to the Treeno publishing portal is audited and tracked via the Treeno audit table.

Vendor and Subcontractor Contract Management

Managing and renegotiating vendor contracts can be a time consuming, daunting task. Let Treeno EDM help you manage the expiration, renewal, and renegotiation time lines. With Treeno’s versioning capability, you can track changes to contracts, including who made each modification and when.

Document Retention Policy and Process

Managing the quantity of client and business documents is challenging enough without adding the laborious task of managing the document retention policies specific to each document type. You can simplify retention and purging processes using business rules defined by your organization. Rules can be as simple as, “If document exceeds seven years past date scanned, purge automatically,” or as complex as, “Based on the document type, Status field, and Time Beyond Date field, notify authorized user to view prior to purge.” Mitigate your risk by establishing your retention policy and automating the process.


Treeno EDM assists engineering, construction, and architectural firms with a variety of compliance initiatives, including:


  • Security Exchange Commission (SEC)
  • Financial Industry Regulatory Authority (FINRA)
  • Sarbanes Oxley Act of 2002 (SOX)

“The true power of the Treeno system is its ability to centralize all of our most critical documents within a single, secure, easy-to access repository.  Since we deployed Treeno EDM, we’ve reduced our annual document retrieval and filing time by over twenty-four hundred person hours which represents a $3,000 to $5,000 per month cost savings. This new found time is spent servicing our valued customers.”

Kathy Batchelder

Operations Manager, Clark-Mortenson Agency