Email and Document Management System for Energy Utilities

Collaboration tools that help you ensure safety, security, and service.

If you work in the energy or utility sector, you deal with highly regulated processes every day. For you, collaboration requires balancing information governance and compliance requirements with usability to ensure safety, service, and security. What if you could extend your existing SharePoint deployment allowing you to securely push content to field technicians' devices, online or offline, while also greatly facilitating records management across departments? Over 25 service and energy utility companies—and 4 of the top 5 oil and gas corporations in the world—use Colligo today. Our platform combines easy-to-use productivity apps with central configuration and auditable metrics on user process adoption for your energy utilities business.



Keep your field technicians safe

Field service technicians work in all kinds of conditions, from distribution teams in urban settings to transmission line workers in remote rural areas without internet connectivity. Colligo Briefcase lets you distribute updated safety documents and procedure manuals to field workers on mobile devices, even when offline in a challenging environment. Ensure content is received and read, reduce the risk of accidents caused by lack of information, and end the manual distribution of paper documents.

Case Study:

Hundreds of Northpower field workers access the content they need on Colligo-equipped iPads



Make records management a breeze

Utility legal departments often need to retain and control emails as records for regulatory compliance and case management purposes. Colligo makes it easy for you to enable electronic records management and for personnel to capture emails right into SharePoint—all within the familiar Outlook interface they use every day. Automated and customized metadata tagging enables in-place records management and significantly improves the search and discoverability of electronic documents.

Case Studies:


National Grid’s legal department used Colligo to improve case management and knowledge sharing.


Charter Communications

Charter Communications centralized and simplified records management with Colligo and SharePoint.



Help your customer-facing teams to shine

To deliver standout customer experiences and make efficient use of their time, it's imperative that customer-facing field teams—from energy sales to HVAC installation—have the right information at their fingertips. With Colligo Briefcase, you can ensure your sales reps have current product specs and pricing lists, and your service people have real-time access to the right documents to complete their work. Boost the efficiency of your employees with fewer repeat visits, and less time digging up paperwork in filing cabinets back at the office.

Case Studies:

Benco Dental increased field sales productivity by 15% and SharePoint adoption by 20% with Colligo.

Pernod Ricard uses Colligo to ensure busy executives have up-to-the-minute data on their mobile devices.


“We needed a solution that would ensure our field workers have the latest content - even when in remote areas where there is no connectivity. Colligo is fast, easy to work with, and content is available offline. Importantly, it is allowing our technicians to work more safely.”

Mike Wright, Business Systems Analyst, Northpower