No Data Left Behind

How Integra Delivered Seamless Information Handover for a Critical Canadian Pipeline Project

Industry focus


Energy – Pipeline Infrastructure

Project Focus


  • Seamless handover of all project information to Operations.

  • Organizing and migrating millions of records.

  • Establishing clear IM processes and governance.

  • Enabling teams with reliable access to critical data.

  • Ensuring compliance and operational readiness.

The Opportunity

As the pipeline project neared completion, the risk was clear: millions of records, years of institutional knowledge, and critical operational data needed to be transferred to operations without loss, delay, or compliance issues.

The volume and complexity of records—electronic and physical—combined with the absence of a dedicated Information Management lead created significant operational and regulatory exposure. This presented a critical opportunity to establish structured information management processes, ensure seamless handover, and strengthen readiness for long‑term operational success.

The Challenges

  • Information Overwhelm

    The Operations team was set to inherit an unprecedented volume of information without the structure needed to manage it.

    Close-up of a magnifying glass held over a laptop keyboard, with the laptop's keyboard and part of the screen visible.
  • No IM ownership

    The absence of a dedicated Information Management Lead lead to teams improvising, duplicating efforts, and increasing compliance risk.

    Screenshot of a computer screen showing the 'File' menu open in a text editing software, with options like 'New File', 'Open...', 'Save', and 'Close Window', against a dark interface background.
  • Lack of Governance

    Missing processes and visibility meant information couldn’t be consistently controlled, trusted, or tracked across the organization.

    A white piggy bank, a red wallet, a hundred-dollar bill, and various coins are arranged on a white marble surface.

Starting the Journey…

Assessment & Roadmap

When the VP of IT needed a partner with a track record of delivering under pressure, Integra’s experience coupled with our Four Pillars Assessment approach stood out. Integra developed a roadmap, and drove strategy with leadership, and execution with collaboration.

Integra’s Solution

Given the scale and complexity of this particular project, the client required a solution that was not only strategic, but practical, defensible, and proven in high‑pressure environments.

Turning Risk Into Readiness

Key Deliverables

Strategy

Developed an actionable IM Readiness Roadmap and Email Retention Strategy.

Execution

Orchestrated a phased migration - inventory, planning, transfer, and validation.

Leadership

Stepped in as interim IM Lead, building trust and driving execution.

Collaboration

Connected project and operations teams, embedding best practices and driving the knowledge transfer.

In Their Own Words…

“[The] project records inside the SharePoint Records Center allow our Project Analytics team to more efficiently respond to Information Requests and research [for the] project history in a much more streamlined way”. - Major Projects

“Integra’s professionalism, expertise, and commitment were instrumental in ensuring the project’s documentation and information were managed effectively, enabling a smooth and successful completion.” - Supply Chain Management

“I went into your [project] Records turnover site and found critical data. This was an important initiative.” - Engineering & Drafting

The Results

3.8

Million

Electronic records migrated

Regulatory Assurance

Ensured regulatory compliance

and audit readiness

1088

Physical record boxes transferred

Data Safeguarding

Safeguarded essential operational and historical data

26

Functional areas catalogued

Sustainable Process

Embedded repeatable processes for future success

21

Departments empowered with the right information

Operational Efficiency

Improved access and efficiency

for business leaders

If you’re an executive or business leader facing a high-stakes transition, the integrity of your information is non-negotiable. Integra transforms risk into opportunity, ensuring your organization thrives through change.

Why This Matters to You?

Ready to secure your next transition?

Connect with Integra to turn your next information challenge into a measurable success. Let's turn your business challenge into a success story.

Integra Partners stands out for our comprehensive approach to transforming asset information management. We blend advanced technology capabilities with human expertise to enhance data integrity, improve accessibility, and reduce risks. Our robust governance frameworks, streamlined processes, and tailored technology solutions ensure consistent and sustainable document control.

By partnering with us, clients benefit from our proven track record in delivering actionable roadmaps, effective change management strategies, and measurable outcomes that drive operational success and adoption.

Why Integra Partners?

Bright, empty corridor with glass walls and sliding doors on each side, leading toward a bright light at the end.

“We partnered with Integra because of their reputation in the energy industry. We will continue partnering with them because they've proven they deliver to an exceptional standard. We're really proud of what we've accomplished together.”

VP, Information Services