"The ability to customise Morta’s platform to our exact needs has been invaluable. It has transformed how we manage health and safety files and O&M manuals, saving us time and improving accuracy across projects."
- Christian Thomas, Director and Founder @ AJ Digital
The results
Through the adoption of Morta, AJ Digital was able to improve the accuracy and consistency of its documentation, streamline review processes, and reduce errors caused by manual handling of data. • Improved Documentation Quality: Standardising the format for O&M manuals and health and safety files led to improved end-user experience, allowing clients to easily navigate critical project information. • Streamlined QA Process: Automating review workflows reduced the back-and-forth typically associated with document approvals, ensuring that the correct technical information was reviewed and signed off before handover. • Reduced Double Handling: Morta's integration with other platforms, such as CAFM systems, minimised double handling of information and streamlined the overall data management process.
The problem
AJ Digital faced several challenges in their information management workflows. • Inconsistent Documentation: Subcontractors used varying formats and levels of detail in their O&M manuals, leading to confusion and inefficiencies. • Complex Review and Approval Processes: Managing multiple packages across different subcontractors required consistent, accurate documentation and approvals, which was often hindered by manual processes. • Manual Handling of Data: With large amounts of data to manage, manual entry and double-handling of information were frequent pain points, often leading to errors or delays.
The solution
AJ Digital adopted Morta to streamline their document management processes, allowing for customisation of templates, standardisation of data input, and seamless review workflows. • Standardised Templates: Morta provided a consistent structure for managing health and safety files, as well as O&M manuals, which ensured all information was documented in a uniform, easily navigable format. • Automated Review Workflows: By setting up automatic notifications to the package managers responsible for installations, Morta facilitated a smoother, more reliable QA review process. • Data Integration for Efficiency: AJ Digital used Morta to centralise information, minimising the need for double handling and allowing for the export of data directly into other platforms like CAFM systems.
The implementation
AJ Digital found Morta’s no-code, customisable platform easy to implement. They were able to rapidly adjust workflows and create standardised processes that suited the needs of both their internal teams and their clients.
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