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.
