.png)
CASE STUDIES
Document Management System for Global Pumps Manufacturer.
A global industrial pumps and valves manufacturer achieved streamlined document submission, improved compliance management, and enhanced workforce efficiency—leading to scalability and sustainable business growth.
Client Background
The client is one of the world’s leading manufacturers of industrial pumps and valves, with unmatched expertise in the segment.
In addition to producing high-performance pumps and valves, the company also provides maintenance, repair, installation of spare parts, and engineering services across industries. Their solutions support process engineering, wastewater and water management, mining, and energy applications.
Pre-implementation Status
Before PARAM’s intervention, the client relied heavily on paper-based documentation, which led to inefficiencies, errors, and delays in approvals. Key challenges included:
Scope sheets maintained manually in Excel by the Technical Sales Support (TSS) division.
Vendor bought-outs finalized by the Technical Order Processing (TOP) division.
Extensive manual exchange of documents between vendors and internal departments.
Difficulty in storing, retrieving, and tracking documents.
Limited project visibility and error-prone workflows.
Need Analysis
The client required a robust Document Management System to:
Automate document creation, approval, and tracking.
Improve visibility across projects and workforce workload.
Reduce the time and effort spent on manual operations.
Eliminate document errors and inefficiencies.
PARAM’s team analyzed the process and proposed SmartDMS, an intelligent platform that simplified the flow and management of information, data, and documents for the client.
PARAM Team analysed the process, and with its proven ability, proposed SmartDMS system to the client. With SmartDMS system, the flow and Management of Information, Data, & Documents has become way too easier for the client.
Our Solution: GA Layout & Base Frame Drawing Automation
SmartDMS was deployed with a user-friendly, role-based interface to ensure secure access and efficient project handling. The solution provided:
Process Flow:
Sales Order (SO) Creation – Each order assigned a unique identifier for better tracking.
Scope Sheet Automation – Automatic generation of scope sheets for engineers.
Order-Specific Modules – Selection of modules for procurement and engineering.
User-Friendly Interface – Department-wise logins, role-based rights, and controlled access.
Project Creation & Tracking – Ability to initiate and monitor projects with complete visibility.
Submission Timeline Management – Automatic scheduling of submission dates with editing rights for TOP engineers.
Document Exchange & Security – Dedicated logins for vendors and departments for secure communication.
Revision & Version Control – Complete tracking of document changes.
Workload Management – Displays ongoing assignments for engineers and draftsmen.
Checklists & Inspection Schedules – SO-wise inspection and compliance management.
MIS Reports – Automated reporting for data-driven decision-making.
OUR SUCCESS STORY
The implementation at the client’s Pune facility quickly proved successful. The rising adoption led to major upgrades, including GA Drawing Automation, Indent Document Digitization, QA Documentation, and Call Management features (Witness Call & Inspection Call). Today, SmartDMS is evolving into the client’s central hub for engineering documentation and digital process automation.