Insights

Armed for Success: How to Avoid Common Pitfalls in Project Information Management

September 14, 2025

Imagine this: your project is nearing completion. The plant is built, the systems are tested, and the team is ready to hand over to Operations. But instead of a smooth transition, chaos unfolds. Documents are missing, systems don’t talk to each other, and no one knows who’s responsible for what. Sound familiar?

This isn’t just a worst-case scenario - it’s a reality many teams face when Information Management (IM) isn’t embedded from the start.

At Recusant, we’ve supported projects where IM challenges emerged late in the lifecycle. While not every recommendation was implemented, the experience highlighted how early support and practical tools can make a significant difference.

The Story of the Missing Map

In many projects, documentation is assumed to be the contractor’s responsibility. But when handover time arrives, teams often find themselves chasing down drawings, verifying versions, and trying to piece together a digital trail that should have been clear from day one.

Lesson: IM should never be the sole responsibility of the contractor. It must be a shared effort, with internal roles clearly defined and oversight embedded throughout the lifecycle.

How Recusant Can Help: We support clients by defining internal IM responsibilities, developing documentation standards, and fostering collaboration between project and operations teams.

The Ghost of Forgotten Plans

Operations teams need specific data and documents to run facilities safely and efficiently. Without a formal DDFO (Data and Documents for Operations) or handover plan, transitions can be unclear and incomplete.

Lesson: Build your DDFO and handover plan early. These aren’t just checklists - they’re your compass for a successful transition.

How Recusant Can Help: Even when clients aren’t ready to implement full DDFO frameworks, we assist by developing supporting documentation and templates that lay the groundwork for future adoption.

The Maze of Systems

Multiple platforms - SharePoint, Teams, OneDrive, Document Management Systems, Drawing Management Systems, Safety Health Management Systems etc. are often used without integration. Searching for a document becomes a frustrating maze.

Lesson: Centralise your digital repositories. Pick one system, structure it well, and mandate its use across all teams and contractors.

How Recusant Can Help: We help clients structure their repositories, define metadata standards, and reduce duplication - even within existing systems.

The Invisible Profession

Document Control is often misunderstood or under-resourced. When treated as a general admin task, it leads to compliance gaps, audit delays, and handover issues.

Lesson: Treat Document Control as a profession. Hire qualified experts, define their roles clearly, and give them the tools and authority to do the job right.

How Recusant Can Help: We support clients in defining Document Control roles, developing onboarding materials, and advocating for professional resourcing.

How to Go Into Your Next Project Well-Armed

Here’s your toolkit:

  • Start with IM in your Project Execution Plan (PEP) - make it a core workstream.
  • Define IM requirements in contracts - don’t leave it to chance.
  • Standardise naming conventions, metadata, and document formats - consistency is key.
  • Integrate IM with operational systems - support digital twins and lifecycle management.
  • Train your team - onboarding packages and “train the trainer” models work wonders.
  • Foster leadership engagement - IM culture starts at the top.

Projects are complex. But with the right IM foundations, you can turn complexity into clarity, chaos into control, and handover into a moment of pride - not panic.

Recusant’s approach is built on learning from experience, embedding IM into governance, and empowering teams with the tools and knowledge they need to succeed - whether they’re starting from scratch or refining existing practices.

Let’s stop learning the hard way. Let’s start building smarter.

Rethink your business with Recûsant’s team of innovators and agitators