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DocBoss is cloud-based document control software built exclusively for equipment suppliers, manufacturers, fabricators, and distributors who must deliver formal project documentation to EPCs and end users on capital projects.
Every EPC customer has different document codes, cover sheet templates, numbering formats, submittal protocols, and databook specifications. Managing these requirements across multiple concurrent projects through spreadsheets and email consumes skilled project staff time, produces errors, and triggers costly document rejections and resubmissions. DocBoss was built to eliminate that burden.
The system automatically builds and maintains the document register from order and equipment data, applies customer-specific cover sheets, formatting, numbering, headers, footers, and stamps to every outgoing document, and generates transmittal and submittal packages in a single click. When documents are returned, QR code recognition and OCR processing automate intake and routing. At project closeout, fully compliant databooks and record books, complete with bookmarks, hyperlinks, tables of contents, and correct pagination, are generated in a single click.
Dashboards give project managers and supervisors real-time visibility into submission status, due dates, and open actions across all active projects simultaneously. Documents are routed internally for review and approval, and expediting reports run across the entire project portfolio.
DocBoss integrates seamlessly into your existing systems, with powerful options for managing users and data. Simplify login and access management across your organization with optional single-sign on (SSO) and optional user provisioning via SCIM. Allow multiple business divisions to operate within DocBoss via affiliates, and control affiliate access per user.
Corecon DocBossDocBoss's answer:
DocBoss is the only document control application built exclusively for the supplier side of EPC project documentation. Unlike generic document management tools, it handles the complete supplier workflow end to end, from building the document register out of order and equipment data, through formatted submissions with customer-specific cover sheets, codes, and numbering, through returned document processing, through to final databook generation at closeout. Every EPC customer has different requirements, and DocBoss is specifically designed to manage that variability across multiple concurrent projects without custom development. The product is continuously updated based on real-world feedback from supplier organizations doing exactly this work, and new functionality driven by customer needs is added at no additional charge.
DocBoss's answer:
DocBoss was built from the ground up for equipment suppliers on EPC projects, not adapted from a generic document management system. That means every feature in the product, from automated cover sheets and customer-specific numbering to single-click databook generation, addresses a problem that suppliers actually encounter in this specific workflow. Competing tools typically require significant configuration, workarounds, or manual steps to handle the variability in EPC customer requirements. DocBoss handles that variability as a core design principle. It also covers the full lifecycle, register creation, formatted submissions, returned document processing, and final record books, without requiring separate tools or manual handoffs. And because it is used by a community of suppliers all doing the same type of work, the product evolves continuously to keep pace with new EPC requirements with regular product updates, at no additional charge to existing customers.
DocBoss's answer:
Equipment suppliers, manufacturers, fabricators, and distributors of engineered equipment, such as pumps, valves, instrumentation, tanks, and skids, who supply capital projects where EPCs or end users impose formal vendor data submission requirements. The fit is strongest for organizations running multiple concurrent projects, each with different customer document requirements, where document control is consuming skilled project staff time or causing rejections and payment holdbacks.
DocBoss's answer:
DocBoss was founded by someone who spent over ten years working with a major distributor of process equipment supplying the oil and gas industry. Seeing firsthand that no purpose-built application existed to help suppliers manage the increasingly complex, customized documentation requirements imposed by EPCs and end users, he built one. That origin is why DocBoss addresses the supplier-side workflow so specifically; it was designed by someone who lived the problem before building the solution.
DocBoss's answer:
DocBoss is entirely web-based. There is nothing to download, install, or maintain; all you need is a web browser to log in and get started. All users are named users, meaning every login, change, and addition is tracked and attributed to a specific individual. You always know who made a change to a document, when they made it, and what was changed, eliminating the ambiguity that comes with shared spreadsheets or generic file storage.
DocBoss started with a simple idea: there had to be a better way to handle documentation. While managing inside sales for an instrumentation supplier, founder Brad Bowyer noticed that hours of time (which meant oodles of money) were being wasted on clerical work. So over a short Christmas break, he hacked together a tool to save his team time. That scrappy prototype became DocBoss, and more than a decade later, it’s the go-to platform for process equipment suppliers.
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