Process management for engineering and consultancy firms.
An engineering or supervision firm earns its fee by catching problems before they are buried in concrete. But the records that prove it — inspection checklists, non-conformance notices, test results, submittal responses — pile up faster than any spreadsheet or shared folder can handle them. Tenderely BPM ties site evidence, approval chains and payment checks into one traceable flow, without code, so every finding has a status and every payment claim has a paper trail.
What does an engineering consultancy repeat on every project?
01
Site inspection rounds
Engineers walk the site against a checklist: reinforcement, formwork, waterproofing, safety. Each item is either acceptable or raises a finding, and the finding needs to go somewhere.
02
Non-conformance management
A non-conformance report is raised, the contractor responds with a corrective action, and the supervisor must verify closure before work continues. Keeping those three steps linked is the entire discipline.
03
Submittal and material approvals
Before anything is installed, the contractor submits shop drawings, material data sheets or samples. The consultancy reviews, comments, approves conditionally or rejects, and that decision must be on record.
04
Contractor payment claim checks
The contractor submits quantities measured; the site engineer verifies them item by item. Overstated quantities paid once are rarely recovered.
05
Test results and quality records
Concrete cube tests, soil compaction, weld inspection, hydrostatic tests. Results must be collected, matched to a location and date, and held against the specified acceptance criteria.
06
Schedule variance tracking
Planned versus actual progress, delayed activities, their cause and the contractor's recovery plan — the client asks every week, and the answer should not require building a new spreadsheet each time.
Where does this break down today?
Inspection records live on paper or in personal drives
A site engineer's notebook or a photo folder named by date is not a searchable record. When a dispute arises months later, finding the right entry takes days — if it is found at all.
NCRs are opened but not closed
Non-conformances raised by e-mail are answered by e-mail and the closure is never formally verified. The same issue can be re-raised on the next inspection because no one checked whether the last one was resolved.
Submittals wait in somebody's inbox
A shop drawing sent on day one is approved on day thirty because it sat in an inbox queue, and by that time the contractor has already ordered the wrong material or is claiming a delay.
Payment claims are hard to dispute without evidence
If the quantity verification was done in a cell on a spreadsheet that was then overwritten, the consultancy has no timestamped record of what was measured, by whom, and when it was agreed.
What changes with Tenderely BPM
01
Every inspection is a structured record
Checklist items, location, date, photo and engineer are captured in fields, not narrative text. That makes findings searchable, comparable across sites and reportable to the client without manual compilation.
02
NCR closure is a workflow, not a chain of e-mails
Raise, respond, verify — each step is a defined stage with a responsible party. Tenderely BPM holds the NCR open until the verifying engineer formally closes it, and the full history stays on the same record.
03
Submittals move through a timed approval chain
Conditional and parallel approval steps are configured without code. Set an SLA on each review step and the platform reminds the reviewer automatically, so a shop drawing cannot quietly wait for three weeks.
04
Contractors submit from outside the system
A public form link lets a contractor submit a payment claim, a sample data sheet or a corrective action response without needing an account. Their submission lands directly on the right record.
05
Approvals happen on the phone from the site
The iOS and Android apps give senior engineers and project managers the same approval capability they have at their desks. A submittal that needs a director signature does not wait for Monday morning.
06
Project health is visible without asking
Open NCRs by contractor, overdue submittals, test results outside acceptance criteria and schedule variance sit on a dashboard that Tenderely BPM keeps current as records are created and closed.
FAQ
Can we set up different workflows for different project types?
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Yes. Approval chains, branching conditions and responsible roles are all configured without code, so a road project can run a different inspection checklist and submittal flow from a building project. Each configuration sits in its own process and does not affect the others.
How do we handle consultancy invoicing and fee claims?
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The consultancy's own fee claim — progress against the agreed scope, approval by the client representative, and the resulting invoice — follows the same structured record and approval flow as any other process. Who approved what amount, and when, is part of the audit history.
Can site engineers use it without connectivity?
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The iOS and Android apps work for capture and review. For offline operation in areas without signal, the best approach is to capture on the app and sync when connectivity is restored. Forms and records are available on the device once loaded.
Who can see which project's records?
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Role- and unit-based permissions decide who sees what. A site team can be scoped to their own project, a client representative given read-only access to their project's records, and an internal quality manager given oversight across all projects. Field-level restrictions apply within each record.
Is there a ready-made setup we can start from?
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Yes. The Engineering and Consultancy package installs with inspection, NCR, submittal, payment claim and test result flows already in place. You adjust the checklists, approval chains and responsible roles to your firm and your client's requirements, then publish. The package is a starting point, not a constraint.