EDM: EFFECTIVELY ORGANIZING PROJECT DATA

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September 10, 2026

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Data management is a crucial aspect of project organization. We are used to classifying documents on our computers using folder structures. This type of organization is perfectly appropriate for standard office work. But is it suitable for a construction project?

When it comes to organizing documentation and information for a construction project, another alternative is possible: organization using metadata.

Our collaborative platform, Mezzoteam, offers both types of organization. You can even choose to combine them within the same project. For a standard construction project, we strongly recommend prioritizing organization via metadata. Here is why.

Two ways to organize

FROM STATIC FOLDERS
TO DYNAMIC DATA

#1 Start with a folder structure
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This type of organization is simple to implement and can mirror the folder structure of an existing internal server. It is suitable for files that contain relatively little information, such as a name or a creation date.

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Finance

While permission management is easy to set up, it lacks long-term flexibility. This rigidity is a significant limitation for construction projects, where documents—and their visibility requirements—constantly evolve.

#2 Switching to metadata-based organization
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Organization via metadata is perfectly suited to construction industry practices. Documents can be identified by a coding system—phase, issuer, document type—correspond to project trades, and be geographically located.
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Rich metadata allows for multiple logical folder structures to be saved: each node corresponds to a saved search, and documents are automatically filed into the appropriate list(s).‍

The comparison

METADATA ADDS
MORE DEPTH

BENEFITS
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Automatic and personalized filing: create your own folder structures and let documents automatically sort themselves into the corresponding lists
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Time saved searching for documents thanks to rich metadata
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Flexible folder structure modification
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Automatic permission management for every document
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Easier transition to operations thanks to document enrichment upstream
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1 DRAWBACK
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Effort and rigor required to enter metadata
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Import functions help minimize this workload by managing preliminary lists
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Learn more

THE MEZZOTEAM PLATFORM

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