Shorten your runway

We’ve spent years building and refining our governance toolkit. Now you can leverage our learnings to shorten your runway. These products are available as stand-alone templates, or you can engage our consulting teams to customize them for your unique needs.

Integra’s Information Management (IM) Blueprint comes with all the building blocks of a successful IM program, neatly packaged and ready to go. In simple, easy to understand language, we outline the standards and guidelines you need to start effectively managing your business content. You choose the elements that make sense for your organization, and we’ll help you customize them for your unique needs. In a few short weeks, your IM governance is complete and ready for internal approvals. With the foundation set, you can start moving forward with confidence.

Available templates include:

  • IM Policy

  • IM Standard

  • IM Framework

  • IM Procedure

IM Blueprint


Our Document Control (DC) Blueprint is designed to help you get your hands around your critical asset information. It enables you to quickly establish corporate rules for naming, numbering, and revising your engineering and operations documents. It helps you define what documents your facilities projects should be delivering, so you can ensure your operations team has the data they need to successfully operate. And it gives you a starting point to define an effective document control process. We’ve tested our DC Blueprint across multiple industries, and packaged the learnings to give you a head start.

Available templates include:

  • Technical Naming and Numbering Standard

  • Master Deliverables List

  • Document Control Process (with workflows)

  • Concurrent Document Management Process

  • Redlining Requirements

  • Project Kickoff / Closeout Checklist

  • Quality Control Checklist


DC Blueprint


A records retention schedule is a cornerstone of any robust information management program. It enables you to clearly define how long your business records must be retained to comply with legal, regulatory and business requirements. Throughout our years of creating retention schedules for our clients, we’ve realized that, while every organization is unique, most retention schedules have common elements. Our templated retention schedule outlines those common elements to help you get started. Whether you prefer to do your own research and schedule customization, or if you engage our experienced consulting team to complete it for you, our templates take the guesswork out of your schedule design.


Retention Schedules