
At Buro Matei, our Document & Knowledge Management services go beyond traditional filing systems to deliver a future-ready approach to managing information for Engineering, Procurement, and Construction (EPC) projects
In today’s data-driven era, effective document and knowledge management is no longer just about storing files—it’s about organizing, retrieving, and leveraging information for actionable insights. By combining tools like Dataverse, SharePoint, and Power BI with semantic models and ontologies, we ensure critical project data is accessible, compliant, and primed for advanced applications like machine learning and AI.
We specialize in creating centralized systems that consolidate reference data, documentation, and project knowledge into a unified platform.
From automating repetitive document control tasks to enabling intuitive knowledge retrieval through advanced semantic models, our solutions prepare EPC organizations to unlock the full potential of their historical data and in-house expertise.


At Buro Matei, we don’t just implement these tools—we use them ourselves
With Buro Matei, your organization can reduce manual overhead, improve data quality, and future-proof operations for the evolving needs of the industry.
Why Buro Matei
Centralized Systems Expertise: We leverage Microsoft’s ecosystem—Dataverse, SharePoint, and Power BI—to create scalable, integrated systems for document and knowledge management.
Automated Efficiency: Our systems automate repetitive tasks like metadata organization, transmittals, and approvals, reducing manual effort and improving accuracy.
Future-Ready Solutions: By integrating semantic models, ontologies, and knowledge graphs, we prepare your organization for advanced analytics, AI, and machine learning applications.
Compliance and Governance: We align systems with global standards like CFIHOS, ensuring traceability, audit-readiness, and long-term data retention.
Proven Track Record: Our approach is based on firsthand EPC experience, combining practical knowledge with innovative tools to deliver tailored solutions.
Challenges We Solve
Our Document & Knowledge Management services address critical challenges faced by EPC organizations:
Fragmented Data: Information scattered across disconnected tools and systems makes it difficult to find, retrieve, or use critical project knowledge effectively.
Manual Document Control: Repetitive processes for document submission, metadata organization, and transmittals waste time and increase the risk of human error.
Compliance Risks: Without robust systems, organizations struggle to maintain audit trails, adhere to retention policies, and meet contractual and regulatory requirements.
Underutilized Historical Data: Valuable insights from past projects remain locked in unstructured formats or inaccessible archives, limiting their potential for training AI or enabling predictive analytics.
Integration Challenges: Organizations often face difficulties combining document management with broader data ecosystems, hindering collaboration and advanced analytics.
Our Approach
At Buro Matei, we deliver Document & Knowledge Management services through a strategy that integrates mindset, technology, and execution for measurable results.
1. Mindset

1. Mindset
We empower EPC teams to embrace centralized collaboration and data management as essential parts of their workflows.
- We promote a cultural shift toward treating documents and data as strategic assets, ensuring teams understand the value of organized and accessible information.
- Leadership is guided in adopting centralized strategies, emphasizing the importance of aligning teams and workflows with modern data practices.
- We provide tailored training to empower teams with the skills to use tools like SharePoint, Dataverse, and Power BI effectively.
- By fostering collaboration, we ensure cross-disciplinary teams work toward unified goals using shared knowledge systems.
2. Technology

2. Technology
Our technical expertise ensures seamless implementation and optimization of SharePoint and Teams for EPC workflows.
- Dataverse for Knowledge Centralization: We use Dataverse to structure and store data with built-in compliance features, ensuring secure, scalable, and accessible knowledge repositories.
- SharePoint for Document Management: SharePoint serves as the backbone for file storage, offering metadata tagging, version history, access controls, and retention policies that meet audit and compliance standards.
- Semantic Models and Ontologies: Our systems integrate semantic models that define relationships between data entities, enabling intuitive knowledge retrieval and advanced analytics. For example, engineers can query deliverables by relationships to tags, WBS elements, or vendor data with a simple search.
- Knowledge Graphs and AI Integration: We create knowledge graphs that map relationships across datasets, preparing your organization for AI applications like predictive analytics, risk assessment, and trend forecasting.
- Automation with Power Automate: Repetitive tasks like transmittals, metadata population, and document approvals are automated, reducing project overhead and freeing up resources for value-added activities.
- Power BI Integration: We build Power BI dashboards that pull data from centralized systems, enabling visualization of document control metrics, compliance statuses, and historical data trends.
3. Execution

3. Execution
We ensure the seamless integration of SharePoint and Teams into your EPC workflows by aligning tools, processes, and organizational goals.
- We design governance frameworks that define clear roles, workflows, and policies for document control and knowledge management.
- Existing systems are evaluated and modernized, transitioning organizations from manual, fragmented processes to automated, centralized platforms.
- Leadership is supported in revising outdated procedures to align with new tools, ensuring smooth transitions and long-term adoption.
- We provide interim project or change management services, helping organizations navigate the shift to modern document and knowledge management practices.
- Retention policies and audit trails are integrated into systems to ensure long-term compliance and traceability.
- Training and long-term support are included to equip teams with the skills to manage and scale document and knowledge systems effectively.
Results
Our approach to document and knowledge management has delivered measurable outcomes:

Automated Document Control
Implemented workflows that automated transmittals and metadata organization, reducing document control efforts by 50%.

Improved Knowledge Accessibility
Centralized document systems allowed teams to retrieve information 30% faster, improving decision-making and collaboration.

Future-Ready Data Models
Developed semantic models and knowledge graphs that enabled AI-based analytics, supporting predictive forecasting and risk assessment.

Enhanced Compliance
Designed systems aligned with CFIHOS standards, ensuring audit readiness and long-term data retention.

Scalable Platforms
Built solutions that transitioned organizations from basic document control systems to comprehensive, future-ready knowledge platforms.
Pricing
At Buro Matei, we tailor our Document & Knowledge Management services to meet your organization’s specific needs. Pricing depends on the complexity of workflows, the scale of data systems, and the level of customization required.
For new clients, we offer pilot projects to demonstrate the value of our approach, delivering measurable results in a controlled environment.
Reimagine how your organization manages documents and knowledge with Buro Matei’s expertise. Whether you’re looking to streamline document control or prepare for the future of data-driven insights, our tailored solutions ensure your goals are met efficiently and reliably. Schedule a free consultation to discuss your needs and explore how our expertise can transform your approach to document and knowledge management.