Schedule Demo
  • 716-636-0200
Schedule Demo

AIChE Global Congress on Process Safety – Houston, TX April 12, 2026

Why SharePoint Is the Smart Choice for PSI Management

PSM-covered facilities rely on process safety information (PSI) to operate safely. Whether managing a Management of Change (MOC), conducting a Process Hazard Analysis (PHA), updating engineering specifications, or closing out a PSSR, success depends on one foundational capability: the ability to securely manage PSI across people, sites, and systems. That’s why FACILEX® is built on Microsoft SharePoint, the world’s most trusted Electronic Document Management (EDM) platform.
Why SharePoint Is the Smart Choice for PSI Management

A Proven Enterprise Platform for Managing PSI

SharePoint is one of the leading Electronic Document Management (EDM) platforms based on deployments and user community. For organizations operating regulated facilities—chemical plants, refineries, utilities, terminals, distribution systems, and advanced material manufacturing—SharePoint provides a secure and governable foundation for storing and managing Process Safety Information (PSI).

By configuring FACILEX® Risk Based Process Safety Suite as a layer on the SharePoint, Gateway leverages the features and benefits of this powerful platform.

• Built-in security and governance

SharePoint’s native integration with Microsoft Entra ID (Active Directory), Conditional Access, retention labels, and information protection delivers the security posture required for PSM, FOIPPA, and corporate governance. Access control follows the organization’s existing Microsoft 365 standards—no duplicate identity management, no separate user stores, and no new authentication model to maintain.

• Electronic document and records management

Version management, audit trails, check-in/out, metadata, controlled document processes, and full lifecycle histories are inherent capabilities of SharePoint. FACILEX® leverages these capabilities to manage PSI: drawings, P&IDs, procedures, operating instructions, and safety-critical records, with complete traceability.

• High availability and business continuity

Whether deployed in SharePoint Subscription Edition (on-premises) or SharePoint Online (Microsoft 365), organizations benefit from Microsoft-backed infrastructure, redundancy, backup frameworks, patching, and disaster recovery best practices. FACILEX® inherits these strengths automatically.

Perfect Alignment with How Operations Teams Already Work

Most engineering, maintenance, operations, and EHS teams already use Microsoft 365 every day. By leveraging SharePoint’s integrated features, FACILEX® becomes a natural extension of existing tools:

  • Documents open directly in Word, Excel, and PowerPoint with no special plug-ins.
  • Teams and Outlook integrate seamlessly with FACILEX® tasks and workflows.
  • Power BI can access structured FACILEX® data for real-time dashboards.
  • Microsoft Search indexes all SharePoint-managed content, including FACILEX® libraries.

This alignment dramatically increases adoption, reduces training effort, and ensures that process safety workflows operate within a familiar and secure environment.

Flexibility for Every IT Architecture: SaaS, On-Premises, or Hybrid

One of the most powerful advantages of SharePoint is architectural flexibility—something no other EDM vendor can match at scale.

FACILEX® customers can choose:

• Software as a Service (SaaS) subscription to entire FACILEX® RBPS Suite 

• On-premises SharePoint farm licensing FACILEX® solutions  

• Dedicated hosting for client’s FACILEX® SharePoint farms 

FACILEX® simply operates wherever SharePoint operates.

A Unified Platform for All Process Safety Content

FACILEX® uses SharePoint for what it does best: secure, scalable, metadata-driven content management. Every record in FACILEX®—whether created by an MOC, audit, incident investigation, risk assessment, or issue management —is backed by SharePoint libraries and metadata structures that maintain:

  • Complete audit trails
  • Immutable change histories
  • Configurable retention schedules
  • Robust permission models
  • High-performance search and indexing
  • Integration with quality, maintenance, and engineering systems

This approach gives organizations a single source of truth for the documents and records that underpin process safety management.

Accelerating Digital Transformation Across the Lifecycle

SharePoint’s content management and FACILEX® combine to create a unified, lifecycle-based PSM solution:

  • Initiate: Requests, triggers, baseline documents, scope assessments
  • Evaluate: Reviews, approvals, risk matrices, engineering documentation
  • Execute: Action items, checklists, PSSRs, commissioning records
  • Verify: Lessons learned, closeout documentation, audits, dashboards
  • Sustain: Governance, compliance reporting, historical retrieval, KPIs

FACILEX® adds structured business processes and SharePoint ensures the integrity of the related documentation that supports each one.

Why SharePoint Gives FACILEX® a Strategic Advantage

1. Enterprise adoption and familiarity

Operations and engineering teams already trust Microsoft tools.

2. Security and compliance

SharePoint offers world-class governance, classification, and identity management.

3. Extensibility

Power Automate, Power BI, Entra ID, Teams, and Azure services integrate natively.

4. Longevity

SharePoint is a platform organizations will still rely on in 10–20 years—reducing risk and long-term cost.

5. Total visibility and traceability

Every file, record, and decision associated with process safety is captured and governed.

Conclusion

Process safety is fundamentally about controlling risk, making transparent decisions, and ensuring that critical information is available, accurate, and properly governed. By building FACILEX® on the Microsoft SharePoint platform, Gateway provides customers with a robust, secure, and future-proof foundation for their PSM and RBPS programs.

SharePoint provides FACILEX® with the stability and governance of a robust electronic document management system. FACILEX® adds the structured business processes, lifecycles, and industry-specific capabilities needed to manage process safety in today’s complex operating environments.

Together, they form a unified environment for safer, more reliable operations.

Picture of Gateway Group

Gateway Group

Gateway Consulting Group has been a leader in information management solutions for over 30 years, helping businesses navigate complex challenges with a blend of cutting-edge technology and expert consulting. By tailoring solutions to each client's needs, Gateway ensures efficiency, compliance, and streamlined business processes. With decades of experience, Gateway continues to deliver best-in-class strategies that optimize information management, combining innovative tools with a deep understanding of industry requirements.

Share:

More Posts

Configuration Management at Scale

Configuration Management at Scale: Lessons from a Leading Power Producer

Since 2015, one of America’s largest energy holding companies has relied on the Management of Change (MOC) process for asset change tracking. With a diverse fleet of more than 100 gas, coal, hydro, renewable, and district-energy facilities and thousands of active users, the utility needed a way to bring consistency, discipline, and safety to any asset changes across the enterprise.

Why PSM is Especially Challenging for Smaller Facilities

Small Sites, Big Obligations: Why PSM is Especially Challenging for Smaller Facilities

When people picture a PSM-covered facility, they often imagine a massive refinery or chemical complex with thousands of employees and vast engineering departments. Yet across North America, many PSM-covered sites are small—sometimes only 50 to 200 people on site—and still must comply with the same OSHA 1910.119 requirements and industry best practices that apply to the world’s largest enterprises.

Electronic Document Management Is the Foundation for Effective Process Safety Management

Electronic Document Management Is the Foundation for Effective Process Safety Management

When organizations think about Process Safety Management (PSM), they often focus on the visible program components—PHAs, MOCs, PSSRs, audits, and incident investigations. But behind every one of these elements lies a single, indispensable foundation: Process Safety Information (PSI) document control. PSI anchors engineering intent. It provides the design basis, operating limits, procedural guidance, and risk decisions that define safe operation. When PSI document management is weak, even the strongest PSM program are vulnerable.

Adapting Process Safety Discipline Beyond the Chemical Sector

Applying Management of Change (MOC) Principles to Non-Covered Operations

For organizations operating outside formal PSM coverage, adopting an MOC framework demonstrates professionalism, enhances reliability, and strengthens both safety and reputation. By adapting scoping criteria and leveraging digital tools like FACILEX®, any high-risk operation can bring the same level of control and traceability that defines world-class process industries.