Use case

Amarnex for Consultant Engineering Companies

Connect technical delivery milestones with the developer’s project and customer commitments.

How this tenant works

The consultant retains private teams, methodologies, credentials, calculations, internal reviews, and unrelated projects. A shared pipeline or service workspace is created for each developer project, package, unit group, or milestone set.

Customer and partner interactions

  1. 01

    Scope confirmation, kickoff, site access, stakeholder contacts, and information requests.

  2. 02

    Drawing, submittal, inspection, review, comment, approval, variation, and milestone workflows.

  3. 03

    Progress updates, meeting actions, evidence, risks, dependencies, and escalation.

  4. 04

    Developer and contractor coordination around assigned technical tasks.

  5. 05

    Customer-facing milestone information or handover readiness shared only when approved by the developer.

Shared pipelines between tenants

The developer shares the relevant project, package, milestone, and request information. The consultant returns approved progress, inspection status, comments, documents, risks, and completion evidence. Internal working papers and other client projects remain private.

Sharing principle

Each shared pipeline exposes only approved records, fields, stages, documents, tasks, and performance indicators to named counterpart tenants. Every tenant keeps its own users, credentials, social-media accounts, communication channels, internal notes, and unrelated customer data. Permissions, ownership, edit rights, expiry, and audit history are configured for every relationship.

Recommended modules

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  • Project and Milestone Management

    Structure packages, deliverables, dates, dependencies, and responsibilities.

  • Tasks, Workflows and Approvals

    Coordinate reviews, inspections, comments, changes, and sign-offs.

  • Document Management

    Control drawings, reports, evidence, versions, and approved exchanges.

  • Issues, Risks and Requests

    Track information requests, defects, variations, blockers, and escalation.

  • Shared Pipelines and Dashboards

    Give the developer a controlled view of agreed technical service status.

Recommended features

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  • Project-specific shared workspace.
  • Milestone and dependency tracking.
  • Document version and approval status.
  • Inspection and issue registers.
  • Role-based comments, tasks, and reminders.
  • Progress dashboards and evidence links.
  • Audit history for shared updates.

Example connected journey

  1. 01

    A developer creates a project service pipeline.

  2. 02

    The consultant receives approved documents and milestones.

  3. 03

    The consultant schedules reviews and inspections.

  4. 04

    The consultant returns status and evidence.

  5. 05

    The consultant raises risks early.

  6. 06

    The consultant confirms completion for the developer’s downstream handover process.

Business benefits

  • Faster technical coordination and fewer lost requests.
  • Clear responsibility and approval status.
  • Reliable evidence behind developer reporting.
  • Earlier visibility of delays and dependencies.
  • Protected consultant methods and private project data.

Why this configuration matters

Developer commitments depend on technical progress, but consultants must protect professional working files. Controlled sharing connects decisions and milestones without collapsing tenant boundaries.

Governance and rollout

Start with the pipeline stages, information ownership, sharing rules, service levels, and success measures agreed by the participating tenants. Configure the required modules, train each team for its role, and review performance without exposing unrelated tenant data. Availability of each module, connector, AI capability, and automated action remains subject to the purchased scope, local requirements, and implementation validation.

Other use cases

Design Your Tenant Workflow

Confirm stages, information ownership, sharing rules, and the modules this tenant needs.