In the demanding environments of oil, gas and chemical plants, managing intricate engineering workflows is a constant test of precision and efficiency. The challenges range from safeguarding critical documentation in offshore conditions to coordinating seamless collaboration across dispersed teams, where even minor errors can have significant repercussions.

For Plant Integrity Management (PIM), a UK-based leader in assurance and verification services, outdated paper-based systems were proving inadequate for the task. Seeking a smarter approach, the firm turned to Bluebeam—a cutting-edge digital tool that revolutionized its processes and propelled the firm into a new era of operational excellence.

Overcoming the Limitations of Traditional Engineering Workflows

Operating in harsh environments, PIM faced significant hurdles with its paper-based processes. Engineers conducting condition assessments relied on pen and paper to annotate Piping and Instrumentation Diagrams (P&IDs) and create inspection workpacks. These documents were not only cumbersome to manage but also prone to damage, loss and errors, especially in offshore conditions.

Moreover, paper-based workflows offered limited visibility into project statuses, making it difficult for PIM to provide clients with a comprehensive understanding of ongoing work. The need for an efficient, scalable and centralized system became increasingly apparent.

Why Bluebeam Was the Perfect Digital Solution

In its search for a solution, PIM identified Bluebeam as a perfect fit for its needs. Bluebeam’s robust features, including customizable markups, PDF layering and hyperlinking, provided a clear pathway to digitize and streamline the firm’s workflows. By transitioning to this paperless system, PIM aimed to improve efficiency, ensure document integrity and enhance collaboration.

How Bluebeam Streamlines Engineering Workflows

The implementation of Bluebeam led to the transformation of several key workflows at PIM.

Corrosion Circuits: Engineers leveraged Revu’s PDF layers to highlight different inspection areas, creating colored corrosion circuits directly on P&IDs. These visual aids allowed PIM to design inspection schedules based on specific corrosion threats, streamlining the process.

Process Flow Diagrams: Using Revu’s customizable markup tools, engineers digitally annotated process flow diagrams, incorporating multiple layers of information, including corrosion circuits and identified anomalies. This allowed for a more comprehensive overview of systems on platforms.

Inspection Workpacks: Revu enabled the creation of digital inspection workpacks, which included annotations and notes directly on P&IDs. This eliminated the risks of smudged markings and illegible photocopies, ensuring offshore teams received clear and accurate instructions.

Condition Assessments: By digitally placing anomalies on P&IDs, PIM improved the clarity and precision of its documentation. Hyperlinking markups to specific files or external references further enhanced accessibility, allowing engineers to provide complete, contextual information in real time.

The Results: Boosting Efficiency and Enhancing Collaboration

Bluebeam’s impact was immediate and measurable. PIM experienced faster updates to P&IDs, which could be seamlessly modified to reflect changes in equipment or flowlines. Engineers could also maintain a master set of P&IDs with multiple layers, enabling clients to simultaneously view overarching project details and granular information.

This enhanced visualization improved collaboration not only within PIM’s teams but also with external stakeholders. Offshore teams could rely on clear, concise digital documentation, while clients gained better insight into project progress.

Key Takeaways for the Engineering and Construction Industry

PIM’s success story is a testament to the power of digital transformation in engineering and construction. It highlights the value of moving away from traditional, manual processes toward innovative tools that streamline workflows, reduce errors and foster better collaboration.

For firms facing similar challenges, PIM’s journey underscores the importance of identifying pain points and seeking scalable, industry-specific solutions.

Discover How Bluebeam Can Transform Your Workflows

Plant Integrity’s transformation offers a compelling case study for how digital tools can redefine engineering workflows. For organizations looking to enhance efficiency, streamline collaboration and future-proof their processes, Bluebeam provides a proven solution.

The Future of Digital Collaboration with Bluebeam

The journey of Plant Integrity demonstrates the transformative power of Bluebeam. By embracing digital solutions, PIM not only improved operational efficiency but also set a new standard for engineering excellence. As industries evolve, the tools that drive collaboration and innovation will remain critical to success.

Managing complex infrastructure projects across continents is no small feat.

For Arcadis, a global design and consulting firm with 35,000 employees spread across 70 countries, ensuring seamless collaboration was both a challenge and a necessity. The stakes were particularly high in Australia, where 1,300 employees were engaged in major linear infrastructure projects involving numerous global stakeholders.

Arcadis faced a critical decision: modernize its project management process or risk falling behind. Its choice: Bluebeam, a digital collaboration platform that revolutionized the way the firm worked—boosting productivity, enhancing accuracy and reducing environmental impact along the way.

Overcoming Cross-Border Collaboration Challenges

For years, Arcadis relied on outdated paper-based processes for managing project reviews and markups. Engineers and designers working in different time zones had to wait for physical markups to be scanned and emailed—a process that frequently caused delays, miscommunication and version control issues.

The environmental toll was significant, too. Arcadis’ sustainability goals clashed with the considerable amount of paper consumed in its manual workflows. Reducing its carbon footprint became a priority.

“By using the capabilities of Bluebeam such as Studio Sessions we’ve established a centralized way of managing all our comments, reviews and also having a standardized approach to our markup, a quality control process,” said Steven Coyle, digital lead for Australia Mobility at Arcadis.

Transforming Project Management with Bluebeam’s Digital Tools

Recognizing the need for change, Arcadis adopted Bluebeam, transforming how it managed project workflows. Bluebeam’s suite of tools enabled real-time document sharing, centralized project markups and streamlined quality control processes—all within a single, cloud-based environment.

The firm quickly developed best-practice protocols using Bluebeam’s platform, standardizing markups and creating a centralized method for managing comments and reviews. These changes brought newfound efficiency and transparency to the firm’s global operations.

Game-Changing Results: A Blueprint for Project Success

Real-Time Global Collaboration: With Bluebeam, Arcadis’ global teams could access and edit the same documents simultaneously, regardless of location. What once took days now took mere hours, dramatically reducing project turnaround times.

“There were two things that prompted Arcadis to use Bluebeam,” said Sergio Fuentes, associate technical director of digital engineering for New South Wales Civil Infrastructure at Arcadis. “One of them was coordination and collaboration. Considering the size of our projects, the complexity of them and the number of stakeholders that we have, we needed to find an effective way to communicate, and Bluebeam provided that.”

Improved Accountability and Standardization: Bluebeam enabled Arcadis to create a standardized process for reviews and markups, ensuring that every team member followed the same project protocols. This improved accuracy, reduced errors and fostered a culture of accountability.

Enhanced Client and Partner Collaboration: Arcadis also used Bluebeam’s collaboration features to improve communication with clients and joint venture partners. Using interactive dashboards and detailed markups, team members could share project updates with stakeholders in a clear, professional manner.

Boosted Productivity and Reduced Delays: By cutting out paper-based bottlenecks, Arcadis empowered its teams to work faster and more efficiently. Tasks that once required physical markups and delayed responses could now be completed in real time—whether team members were in the office or working remotely.

Industry Expertise: Driving Innovation Through Digital Transformation

Behind Arcadis’ transformation is a clear strategy centered on standardization, automation and data-driven processes.

“Bluebeam improves collaboration by allowing both drafters and engineers to access the same document with the same version in real time,” said Mark Javillo, principal CAD technician and BIM manager at Arcadis, “which reduces miscommunication and ensures project update consistency.”

Why It Matters: Key Takeaways for the AEC Industry

Arcadis’ experience with Bluebeam highlights an essential truth for the architecture, engineering and construction (AEC) industry: digital tools aren’t just helpful; they’re critical. In an era where project complexity and sustainability demands are only increasing, the ability to collaborate effectively across borders is a competitive advantage.

By reducing paper consumption and streamlining project management, Arcadis has not only boosted its productivity but also advanced its environmental goals—a win-win that many AEC firms can learn from.

Ridge & Partners started using Bluebeam around five years ago to support its QS team with accurate measurement when estimating potential jobs. From this introduction, the use case has been expanded within the business to include document management, design reviews, take-offs, estimations and the final professional handover of documentation to clients.

Nick Barringer is a partner at the firm. He said Bluebeam has transformed the way the business worked. “Our team was introduced to Bluebeam as a tool to make commenting and marking up of drawings more efficient,” he said. “At the time we didn’t see the way that we were doing things as a problem, but immediately saw the benefits once we had been introduced to the software.”

“It was initially used as an internal communication tool for marking up and commenting on drawings and reports,” he continued. “As our understanding of the software’s capability has increased, we are now able to use Bluebeam to produce high-quality sketches to communicate early design stage concepts, alongside detailed markups to assist the on-site construction teams.”

Collating project information

One of the areas where Bluebeam has made a difference is information management.Barringer said: “One of the biggest benefits is that we can easily collate and edit multiple PDF documents in one place. Our old way of working would involve printing, annotating and scanning a large quantity of paper hand markups.”

“Doing this digitally has saved us thousands in paper and printing costs and has made the whole workflow much more efficient in terms of time. It has also facilitated our transition to a truly paper-free office, reducing our environmental impact as a business.”’

Rhys ​​​​Griffiths is an associate at Ridge & Partners and works on the cost management team. He explained that Bluebeam has particularly helped with tender documentation.

“It’s the go-to tool for us,” he said. “We use it every day, and it helps us to work efficiently and securely. We produce a lot of tender documents and contract documents that all need to be collated and marked up. This can number anywhere from 10 to 100 documents, so we need to be able to work accurately in these files. Bluebeam helps us to send them out in a consistent format that looks professional.”

According to Griffiths, one of the primary reasons for investing in the software was to improve the accuracy of measurements. “With Bluebeam it’s very quick if you want to mark up a drawing or measure up an area,” he said. “A range of in-built functions help with this, including the scaling tools, markups and editing settings, and digital measurement tools including linear, area, polygon and dynamic fill. This saves time and gives us accurate results.”

Replacing the old way of doing things

When companies introduce new software, it can sometimes take time for it to become embedded within the business. Chris Mills is a senior associate at Ridge & Partners and specializes in civil and infrastructure projects. He argues that the efficiency gains with Bluebeam meant this was not the case.

“When you shift to a new tool, it’s always an interesting process as you adapt,” he said. “A lot of what Bluebeam does aligns with tasks that we already did manually. But the crucial thing is that it’s now about four or five times faster.”

“I used to enjoy working by hand, and I took pride in doing good quality sketches,” Mills said. “When I think about how long I used to spend doing that, as well as scanning documents and redoing things when needed, it’s not comparable. Now I can work in real time and it’s so fast. I wouldn’t go back.”

Mills added that Bluebeam is also useful when working with others to explain concepts and ideas.

“The speed at which we can now produce sketches and drawings means that we can even use it on the fly, which helps if you need to quickly explain a concept to someone,” Mills said. “When doing this on paper, if you make a mistake, you’re either restarting or having to use Tipp-Ex. That feels so last century now.”

Checking for accuracy

Mills also explained how Bluebeam can help maintain accuracy and consistency throughout the project. “We’ll take a snip of the architect section and then draw on top of it and annotate it before sending the information out to the relevant people,” he said.

“If we’re reviewing two drawings and we need to see what’s changed, you can use the Overlay and Compare tool, which places the drawings on top of each other and you can clearly see where the colours clash. On one recent project it was invaluable. We had to check hundreds of drawings and see where any changes had occurred, and that function was a game changer.”

“Ordinarily, it would take days to go through that many drawings,” Mills added. “It saved us a huge amount of time.”

Starting with Bluebeam

Alex Hall works in the building services team. He said Bluebeam is used from the moment he gets involved in a project. “If I’m given an architectural floor plan and I’ve got to do a survey, I’ll use Bluebeam to mark it up,” he said. “That’ll include color coding rooms and overlaying where the electrical and heating services are. That gives us a reference point to check against as part of our QA processes, comparing what we’ve captured against the final drawings.”

Hall added that he can use it to create quick professional designs himself, rather than relying on the technical team to draw something in AutoCAD or Revit, which saves around two or three days each time.

The ability to edit is a further benefit. “It’s simple to remove things from drawings that aren’t relevant, adding clarity to plans and making it easier for us to work with,” Hall said. “Even something as simple as the color processing tool is so helpful. If an architect has sent us a color drawing, I can convert to grayscale and then use color to overlay the areas that I’m focused on.”

Demonstrating professionalism

One of the final benefits the team mentioned was the ability to make documents consistent and presentable for clients. Barringer concluded: “Bluebeam helps us to make professional customer documents that are locked down and secure. Using Bluebeam as a presentation tool means the team can quickly sketch up and demonstrate things in meetings for internal meetings and with clients.”

“A lot of people would never have thought that it was done in Bluebeam—they’d assume that it had been done in AutoCAD or Revit,” Barringer added. “It allows us to get information out the door much quicker without having to be proficient in CAD software.”

Australia-based Modern Fire Protection is a family owned and operated fire protection company that has been providing high quality services since 2015. Delivering comprehensive, cost-effective fire protection solutions, Modern Fire Protection works alongside its partners from concept design and supply to installation and ongoing service and maintenance for any size project.

Recognized as a Certified Supplier for Supply Nation, Modern Fire Protection has developed a range of partnerships with other Indigenous-controlled organizations and is focused on developing a culturally safe and capable environment. 

“We are continually striving to increase our Indigenous workforce and the employment of women undertaking apprenticeships,” said Bill Hockley, the company’s managing director.

With extensive experience across diverse requirements such as high-rise residential buildings, shopping centers, major commercial buildings, mine sites and complex special hazard installations, Modern Fire has a broad footprint across southeast Queensland. Robina Shopping Centre, Sunshine Coast Plaza, Brisbane Airport, Logan Hospital and Brisbane Racing Club are among the sites its expert service has helped protect.

A trusted solution

Trust is central in a business where its stock and trade is building safety.

Modern Fire ensures its trusted reputation is backed by accreditations and industry certifications, and that its workers are all suitably qualified in their roles.

Alongside its strong team presence, the organization is firmly focused on implementing tools that enhance its reputation through increased transparency, accuracy and productivity, including Bluebeam.

Crossing the digital divide

Modern Fire first deployed Bluebeam tools in early 2023. “Before Bluebeam we printed everything out and used highlighters,” Hockley said. “It meant that after the bid was developed, the project manager didn’t have easy access to all the information he needed.”

Deploying Bluebeam not only built time and accuracy improvements into the bidding process, but it also meant digital information was accessible when projects came to life.

“Bluebeam has revolutionised how we operate; it is one of our foundational tools,” Hockley said. “Through using its tools we minimise redundancy, boost accuracy and expedite critical tasks—all of which cultivate trust with our customers.”

Designing success through Bluebeam

Construction Manager Dan Sawyer implements Bluebeam from the inception of the design process.

“I use if for everything I touch—I live in it,” he said. “When competing for tenders I am able to save the detailed drawings and all detail that underpins our bid development. We then use this detail to inform and develop an accurate project plan when we win the contract.”

Bluebeam offers a plug-in for Revit that enhances the design process by integrating 3D components with 2D drafting annotations. This tool facilitates coordination with design teams and streamlines the development of design solutions.

Managing multiple and diverse priorities with ease

Project Manager Josh Hall considers real-time collaboration as key to his successful delivery of multiple and concurrent priorities. “The simple fact is that Bluebeam does exactly what I need it to do—it makes my job easier to do and do well,” he said. “It should be a non-negotiable tool across all organizations in the construction industry.

The key tasks Hall deploys Bluebeam for include:

– To communicate clearly using AEC-specific tools to mark up contracts, drawings, photos and documents.

– To complete drawing overlays and dimension planning up to scale.

– To review detailed planning and information and confirm project delivery requirements.

A long-term Bluebeam user, Hall joined Modern Fire on the condition that the product was a key tool he could access. “I’ve been using it for five years across various roles and it underpins my success in delivering optimized outcomes in project delivery,” he said.

Modern Fire Project Administrator Hanna Greaves first began harnessing the capability of Bluebeam and its tools six months ago.

“I do all of the quantity takeoffs for tender submissions—it’s a critical tool to ensure accuracy,” she said. “It is relatively straightforward to use and quite intuitive—it was easy to self-teach and to build my skills in unlocking the Bluebeam tools as I go. Before this everything was printed out and counted out using a highlighter. Time saving and accuracy has been a great outcome for me—in particular thanks to the search tool capability and categorization tools.”

Looking toward the future

“Tools such as Bluebeam mean we are better able to position Modern Fire Protection as a trusted and permanent force in the industry,” Sawyer said. “It provides the opportunity to embed better systems and processes and reinforce the foundation of our business as we head into the longer term.”

Bluebeam is a tool that is deployed prolifically among Modern Fire’s project partners.

“When working across projects such as staged medical or shopping center precincts with multiple partners, we are all able to talk to a common language, so to speak,” Sawyer said. “These tools enable real-time agility and responsiveness—enhancing our professionalism and elevating our position in the industry. It underpins our value and supports our future growth.”