Data Management for Small Consultants

Data Management for Small Consultants

12d Synergy has enabled small to medium sized consultancies to improve productivity by better managing project data from 12d Model, CAD, GIS and Microsoft office files, including email correspondence.  Having the ability to version control all project data, while seamlessly integrating with WorkflowMax project management and Xero accounting software, means that small consultants can spend more time on making clients happy, and less time on administrative tasks.

“12d Synergy has allowed me to take on projects that clients would otherwise need completed onsite, that previously I wasn’t able to bid for.  I can now prove that I have a reliable data management system off site, and win more work” – Paul Milton, Director, Milton Services

Case Study: Milton Services; Leveraging Data Management for Competitive Advantage

Milton Services and 12d Synergy

Paul Milton of Milton Services, Adelaide provides a wide range of consulting services to the civil design and construction industry.  Paul’s specialties include civil design and drafting, construction and project management, right through to as-built surveys and quantity calculations.  Due to the small structure of Milton Services, Paul is conscious of the need to harness productivity, and look to constantly optimise internal processes to gain a competitive edge.

Paul took to the time chat with 12d Solutions about how he has implemented 12d Synergy in his business.  Paul guided us through how 12d Synergy has enabled him to leverage a data management system to gain a competitive advantage.

The Challenge

Paul was losing track of data.  Across CAD, 12d Model, Email, Word and Excel, they were being stored between unorganised folders, in office storage and laptop hard drives.

“Assessing and understanding whether we were using the right version, particularly working on multiple jobs across multiple sites was a bg problem for me” – Paul Milton, Milton Services

Milton Services also lacked a system which connected all of their data sources, which included: email, project management software – WorkflowMax, accounting software – Xero, CAD, GIS, and 12d Model project data.

The Solution

Paul could see the importance of a practise wide data and email management system, he engaged the services of Extra Dimension Solutions (EXDS) and Australian software company 12d Solutions.  12d Synergy’s data management enables Milton Services to intelligently manage their files from a range of sources including: 12d Model, CAD, GIS and Microsoft Office (Word, Excel, Outlook) software.

12d Synergy provides traceability of data and documents associated with projects.  This not only provided piece of mind for Milton Services and their clients, it also meant that quality assurance processes could be fulfilled, and vital project data protected.  12d Synergy stores all versions of documents and data, eliminating risk of files being lost, deleted or misplaced.

Paul also appreciated a wide range of other benefits including:

– Complete Project Data Management from CAD to Email
– Seamless integration into WorkflowMax and Xero
– Remote access to project data and files


Feature: Mainland Surveying’s Competitive Advantage
Mainland Surveying are utilising technology to maintain a strategic advantage against their competitors, many of which are much larger companies.