AJ Digital

The shift from manual processes to Morta brought immediate, practical improvements. Documentation quality went up because every O&M manual and health and safety file now follows a standardised format — clients can actually navigate the information they need without wading through inconsistent submissions from different subcontractors.

The QA process, which used to involve rounds of back-and-forth between reviewers and submitters, became streamlined through automated workflows. The right technical information gets reviewed and signed off before handover, not discovered to be missing after the fact.

Double handling — the quiet tax on every information management team — was significantly reduced. Morta’s integration with platforms like CAFM systems means data entered once flows where it needs to go, without someone manually reformatting and re-entering it along the way.

AJ Digital manages health and safety files and O&M manuals across large construction projects, and the process was riddled with friction. Subcontractors each used their own formats and levels of detail in their O&M manuals, which meant no two submissions looked alike. The result was confusion, inefficiency, and an inconsistent end-user experience for the clients who ultimately relied on this documentation.

Managing multiple packages across different subcontractors required accurate documentation and timely approvals, but the review and approval process was almost entirely manual. Package managers had to chase information, check submissions, and sign off on technical content through back-and-forth exchanges that slowed everything down.

With large amounts of data flowing through the business, manual entry and double-handling of information were constant pain points. Data had to be entered once, then re-entered or reformatted for other platforms. Errors crept in, delays multiplied, and the team spent their time on data administration rather than the work that actually mattered.

The core idea was straightforward: standardise the input, automate the review, and eliminate the double handling. AJ Digital adopted Morta to replace their patchwork of formats with consistent, structured templates for health and safety files and O&M manuals. Every submission now follows the same format, making documentation uniform and easily navigable for end users.

Automatic notifications go out to the package managers responsible for specific installations, triggering review workflows without anyone having to chase. The QA process became smoother and more reliable — the correct technical information is reviewed and signed off before handover, not after.

By centralising information in Morta, AJ Digital minimised the need for double handling entirely. Data can be exported directly into other platforms like CAFM systems, so information flows from source to destination without manual re-entry.

AJ Digital found Morta’s no-code platform straightforward to implement. The customisable nature of the tool meant they could rapidly adjust workflows and create standardised processes that suited the needs of both their internal teams and their clients, without requiring development resources or lengthy setup periods.