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BUSINESS SYSTEM DEVELOPMENT / BUILT FOR YOUR REQUIREMENTS

Engineering office management systems

Develop a system connecting engineering proposals, contracts, design stages, drawings, review comments and site supervision, with time, cost and deliverable tracking.

01

Who is this system for?

Design, consulting and engineering supervision offices coordinating disciplines, clients and contractors that need controlled drawing revisions and approvals.

02

Modules & tasks

  • Opportunities, fee proposals, contracts and engineering project stages
  • Drawing packages, disciplines, revisions and document transmittals
  • Review comments, information requests, approvals and responsibilities
  • Site visits, meeting minutes, observations and photos
  • Planned and actual hours, deliverables and milestone billing
03

How does the workflow run?

  1. Approve the service scope, disciplines, deliverables and delivery schedule.
  2. Assign work packages and submit drawing revisions for review and coordination.
  3. Record and resolve comments, then release the approved package with a transmittal record.
  4. Document supervision and changes, approve the stage and connect it to reporting and billing.
04

Roles & permissions

  • Office manager
  • Project manager
  • Discipline engineers
  • Office-authorized reviewer
  • Client or site representative
05

Data & integrations

  • Project file repository, email and calendar
  • Licensed CAD or BIM viewing tools when needed and supported by an API
  • Accounting, time tracking and project management
06

Deliverables & acceptance

  • Project package, stage and discipline model with drawing review workflows
  • Project dashboard and revision, comment, visit and deliverable registers
  • Tests for revision approval, editing restrictions, change history and billing claims
07

Requirements for scoping

The system organizes office work and records. Engineering design, calculations, professional seals and building code review remain specialist engineering activities. CAD or BIM viewing requires format and license assessment.

08

A system-specific acceptance example

Upload a revised drawing; retain comments against the correct revision and identify the approved document.

09

Implementation plan & cost

The discussion starts with users, workflows, data volume, integrations and the existing system. Priorities are agreed, followed by a written first-release scope, cost, schedule and acceptance criteria. Later phases can follow business needs.

Explore related evidence

The acceptance criterion above is a planning example; actual tests follow your project scope.

BuildTrack — Construction Coordination System Related decision guide

Questions about this solution

Does this replace drafting and design software?

It manages packages, revisions, reviews and deliverables and can connect suitable viewers. Drawings and models continue to be authored in the office’s chosen design tools.

How can outdated drawings be kept out of site use?

The current revision can be clearly marked, approval status shown and older releases restricted, with records of package recipients and an update notification process.

Can fees be tracked by project stage?

Stages are linked to deliverables, acceptance criteria and payment schedules, with changes and additional hours recorded before a billing claim is submitted for review.