Delivery commitment
Mango does five things for McConnell. One of them is already replaced. This sets out which of the others goes next, exactly what that means, and what is honestly still in Mango at the end of six months.
Where the work happens today, in McConnell's own words: audits, improvements and incidents "will still be carried out through the Mango website/app".
McConnell Viewpoint Handbook, page 3. A record of the current state, not a position on what should replace it.01
Every line below is evidenced from McConnell's own documents rather than assumed. The register itself is far wider than health and safety: it holds policies, contracts, insurances, marketing and customer care alongside the quality forms.
Largest categories first: Health and Safety Documentation 170, Quality Forms 140, Standard Forms of Contract 103, Toolbox Talks 67, Building Safety Act 46. The remaining 31 categories hold 152 more, for 829 in total.
02
Still held in Mango Moved to a system McConnell own Where the contents used to stand
Two of the five stand empty at the end of the six months. The other three are full, and saying so is the point of drawing it this way.
03
In McConnell's own words, taken straight from the Core Build Requirements of the controlled documents brief. This is the commitment, and it is the whole of it.
Months 1 and 2
Every document comes out of Mango and into a controlled library that McConnell own, on SharePoint, with its categories rationalised rather than copied across.
Months 3 and 4
Revision, supersession, review and approval, issue and acknowledgement. The things that make a library a controlled library rather than a folder.
Months 5 and 6
The Quality Forms and the health and safety templates stop being documents to print and become forms that fill in on a phone, output a PDF and file themselves.
| Ref | What is delivered | When |
|---|---|---|
| M7.48 | Microsoft 365 and SharePoint integration, bulk legacy migration utilities, controlled client collaboration and structured reporting or API export. | Months 1 and 2 |
| M7.12 | SharePoint or Viewpoint style expandable project folder hierarchy with centrally governed primary folders and useful subfolders. | Months 1 and 2 |
| M7.2 | Document owner, status, revision, issue date, review date and approval history. | Months 1 and 2 |
| M7.1 | Central controlled document library with current and superseded version control. | Months 1 and 2 |
| M7.3 | Configurable categories and searchable controlled document register. | Months 1 and 2 |
| M7.20 | Clear current version, document status and previous version history. | Months 1 and 2 |
| M7.40 | Permission controlled visibility of revision summaries, internal notes and document review comments. | Months 1 and 2 |
| M7.4 | Create revision from current document and controlled publication and supersession. | Months 3 and 4 |
| M7.21 | Project document review and approval workflow where configured. | Months 3 and 4 |
| M7.22 | Issue and distribution history and acknowledgement capability. | Months 3 and 4 |
| M7.34 | Full document and record audit trail. | Months 3 and 4 |
| M7.31 | Project level search plus authorised cross project Project Records search from the primary Documents and Forms workspace. | Months 3 and 4 |
| M7.19 | Fast upload, drag and drop and smart filing prompts. | Months 3 and 4 |
| M7.23 | Digital Forms Library with controlled template versions. | Months 5 and 6 |
| M7.24 | Core digital form builder with conditional logic, photos, files, signatures and auto populated project data. | Months 5 and 6 |
| M7.7 | Primary navigation Documents and Forms workspace providing company level Controlled Documents, Digital Forms, Project Records, reviews and approvals. | Months 5 and 6 |
| M7.25 | Draft save, autosave, submission lock and controlled amendment for completed forms. | Months 5 and 6 |
| M7.26 | Automatic PDF record output where required. | Months 5 and 6 |
| M7.27 | Automatic filing of completed forms to the correct project category. | Months 5 and 6 |
Alongside these, and already inside the same plan:
04
Three of the five. Their briefs are written and they are good briefs, but none of them sits inside what has been agreed, so none of them is promised here.
Moving the document work to the front of the term means it has to fit the front of the term. These four are the ones that give way, and they are refinements rather than capabilities.
| M7.49 | Role based Controlled Document views for administrators and standard users. | Second half |
| M7.5 | Prominent Documents and Records workspace available from every project profile. | Second half |
| M7.38 | Controlled printable versions of digital forms retaining branding and version. | Second half |
| M7.35 | Admin configuration for categories, metadata, review routes and retention rules. | Second half |
05
Sequence, not a promise. The first two are inside the agreement already made. The third is a separate conversation and is shown so that nobody has to guess at it.
Month 6
Controlled documents out of MangoAll 829 documents live in a controlled library McConnell own, with the forms engine behind them. Two of Mango's five functions replaced.Month 12
The Worker Safety PassportThe second half of the agreed term completes the training module: the passport, the learning engine, competence assurance and formal authorisations. All of it beyond anything Mango does.Month 24
Mango darkAudits and inspections, improvements and actions, and incidents with the 680 records migrated. That is a second agreement, sized but not yet scheduled.06
Job by job, not all at once. As each part is ready it goes to the teams who need that part, with McConnell's own site teams inside the testing rather than waiting at the end of it. Nothing is switched off in Mango until what replaces it has been used in anger and the people using it say it is better.
The library is built on SharePoint, which McConnell already own and already administer. The categories are reviewed and rationalised on the way across rather than copied, which is what the controlled documents brief itself asks for.
A full export of the Mango register. The migration is the first thing built, in month 1, so this is the only external dependency in the whole six months and it is worth settling before the clock starts. The register review the controlled documents brief asks for can then run alongside the build rather than blocking it.