On this episode of Industrial Talk, we're onsite at Accruent Insights and chatting with Jason Kraus, Solutions Consultant with Accruent about Document Management - Challenges and Opportunities.  Here are the key takeaways:




Securing operational technology with zero trust. 0:00

Palo Alto Networks offers Zero Trust security for operational technology, simplifying management and providing comprehensive visibility and protection.


Industrial software for asset management. 1:15

Scott MacKenzie interviews Speaker 2 at CES, marveling at the hotel's atrium.
Jason is a solution consultant focused on Meridian, a 30-year-old software solution for engineering, document management, and project lifecycle management.
Jason explains how Meridian helps customers manage CAD files, equipment data, and engineering documentation to ensure accuracy and efficiency in the field.


Managing legacy documents in construction industry. 5:25

Meridian's legacy document management system must adapt to keep up with evolving technology, such as BIM and digital twin, to remain competitive.
Meridian system helps manage document updates in real-time, accounting for dynamic changes.


Digitizing documents for improved accessibility and audit trails. 9:10

Jason discusses the importance of real-time updates in the field, using a mobile app or web app to redraw location of pipes and flip a flag for engineering attention.
Jason also highlights the democratization of information through shared documents, allowing operators and technicians to easily access and update information related to equipment.
Jason discusses the importance of maintaining document history and story through red lines and audit trails, highlighting the need for organizations to keep records of critical and expensive documents.
Partners can be brought in to digitize and make documents searchable, with OCR programs using machine learning and AI to extract text from documents with different handwriting styles and directions.


Critical engineering documents and asset management. 13:26

Jason emphasizes the importance of linking engineering documents to assets for easy access and trustworthiness.
Jason shares their experience working in the chemicals, oil, and gas industry, installing and supporting Meridian software for a major refinery.
Speaker 2 discusses the importance of concurrent engineering in managing changes to documents, allowing multiple people to make changes independently across different projects.
Jason highlights the benefits of using a system that enables these changes, including the ability to overlay documents and see where they have been modified.


Document management and Meridian software. 17:48

Passionate belief in change leads to successful implementation.
Jason Cross discusses document management solutions with Scott MacKenzie.






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