DOCUMENT MANAGEMENT BUILT FOR CAPITAL PROGRAM OWNERS
Control documents, workflows, approvals, and project records in one owner-governed system of record—from design and construction through closeout and long-term operations.
MORE THAN DOCUMENT STORAGE
CIPO connects documents to the workflows, decisions, costs, and project activities they support. Owners gain a trusted, searchable record of what happened, who approved it, and why—without relying on disconnected folders, spreadsheets, and email chains.
CONTROL THE COMPLETE DOCUMENT LIFECYCLE
Create a consistent, accountable process for managing information across every project, department, and delivery partner.
CONNECTED INFORMATION
Relate documents to RFIs, submittals, changes, payments, inspections, drawings, meetings, and other project records for complete context.
VERSION CONTROL
Maintain an accurate document history so teams can identify the current record, review prior versions, and understand how information changed.
SEARCHABLE PROJECT RECORDS
Find documents and related project information without navigating complex folder structures or searching through disconnected systems.
CONFIGURABLE APPROVALS
Route documents through owner-defined reviews, approvals, notifications, and escalations that reflect your organization’s operating procedures.
ROLE-BASED ACCESS
Give employees, consultants, contractors, and other stakeholders access to the information appropriate for their responsibilities.
AUDITABLE HISTORY
Preserve a traceable record of document activity, workflow actions, approvals, comments, and supporting decisions.
Construction Content Pack
Deploy faster with proven owner-focused defaults, then tailor fields, workflows, permissions, notifications, and reporting to match your organization’s requirements.
RFIs
Route questions to the right participants, track response times, and preserve the complete discussion and supporting documentation in the project record.
Submittals
Coordinate reviews, comments, revisions, and approvals while giving owners visibility into responsibility, status, and outstanding actions.
Daily Reports
Capture field activities, labor, equipment, weather, progress, issues, and supporting photos in a consistent, searchable daily record.
Change Management
Connect potential changes, supporting documentation, approvals, and cost impacts through a controlled process with clear accountability.
Cost Tracking
Connect financial decisions to contracts, changes, supporting records, and approvals so stakeholders can understand what changed and why.
Electronic Signatures
Accelerate approvals with secure electronic signatures and a complete, traceable record of the review and approval process.
Why owners choose CIPO
Most document management systems organize files. CIPO organizes information.
| Traditional document repository | CIPO |
|---|---|
|
Stores files |
Governs complete record lifecycles |
|
Organizes folders |
Connects records, workflows, and decisions |
|
Relies on manual routing |
Automates owner-defined reviews and approvals |
|
Separates documents from project activity |
Connects documents to costs, changes, inspections, and payments |
|
Provides a project archive |
Creates reusable program knowledge |
|
Reports on document activity |
Provides operational and program-level visibility |
Did you know?
Since 2019, Eastern Municipal Water District (EMWD)—California’s sixth-largest water agency—has relied on CIPO to standardize document control, RFIs, change management, inspections, and payment workflows across its capital improvement program while connecting field, project, and enterprise information. Read the case study.
EXPAND WITHOUT REPLACING YOUR PLATFORM
Configure CIPO around your organization’s governance model—not the other way around.
Start with the capabilities your organization needs today. As requirements evolve, authorized administrators can add forms, workflows, fields, notifications, permissions, dashboards, and reporting within the same connected platform.
PROJECT CONTROLS
Action logs, decision logs, risk management, permit tracking, design-phase coordination, and project development tracking.
FIELD AND QUALITY MANAGEMENT
Inspections, punch lists, safety observations, material receipts, hydrostatic testing, and other critical field activities.
PROGRAM OPERATIONS
Asset tracking, startup coordination, shutdown and tie-in planning, meeting management, and organization-specific business processes.
Each configured process can include workflows, notifications, permissions, reporting, related documents, and a traceable activity history.
SEE OWNER-CONTROLLED DOCUMENT MANAGEMENT IN ACTION
Bring documents, approvals, workflows, and project decisions together in one trusted system of record. Schedule a personalized demonstration based on the processes your team manages today.