Case Study: Cleco improves engineering workflows and document control with Idox

Manages Engineering Workflows and Documents with Idox

Cleco, a regulated utility company serving customers in Louisiana and Mississippi, needed a better way to manage engineering document workflows, including the distribution of reports and the review of contractor submittals. As the company grew and formalized its project management and document numbering processes, its existing system was no longer meeting the needs of its busy engineering team. Cleco turned to Idox for a more secure and structured approach.

Idox implemented FusionLive, a secure cloud-based project collaboration solution with tight access control, version control, and structured workflows for document management. The platform improved Cleco’s approvals, RFIs, transmittals, and vendor collaboration, while supporting unlimited users across multiple projects. Cleco said Idox exceeded expectations, and noted that the solution became critical to business operations, with measurable benefits in reduced bottlenecks and improved accountability across projects.

Cleco

Randy Steinhoff

Supervisor, Project Management Support