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Simplifying Construction Drawing Management and Access with Construction Viz, SharePoint, and Clover AI

September 3, 2026 Drawing Management

Getting the right drawing into the hands of field personnel should be simple. Too often, it is not.

To find what they need, field teams often need to navigate complex PMIS (project management information system) interfaces, search through folders, and verify revision histories before they can be confident they are looking at the latest approved drawing. On a mobile device and in the middle of active fieldwork, those extra steps create unnecessary friction.

"Getting the right drawing into the hands of field personnel should be simple. Most PMIS make it complicated instead."

With our Clover AI Copilot Agent for Microsoft 365(opens in new tab) and Construction Viz, we have simplified that experience.

Building a Better Foundation for Drawing Management

Most companies are already using SharePoint to manage their drawings.

The Construction Viz Drawing Management solution takes it a step further by introducing metadata that tracks drawing revisions, connects drawings to related project workflows, and stores project information within the client’s SharePoint environment.

"Construction Viz combines structured metadata with Clover AI to give field teams quick access to the latest approved information, wherever they are working."

Because that information is organized using structured metadata, it creates a strong foundation not only for managing drawings, but also for search, reporting, and AI-enabled project intelligence.

Construction Viz combines structured metadata with Clover AI and SharePoint capabilities to give field teams quick access to the latest approved information, wherever they are working.

With Clover AI, SharePoint AI, and Skills capabilities, Construction Viz can use that foundation to deliver a more streamlined drawing experience specifically for field users.

Faster, Simpler Access to Current Drawings

This AI-enhanced approach enables interactive HTML reports and targeted interfaces that give users quick access to the project information they need without requiring them to navigate the full project management system.

Key capabilities include:

  • Interactive live HTML reports with automatic data refresh, tailored to specific audiences
  • Simple, field-focused interfaces for accessing drawings
  • Automatic access to the latest approved drawing revision
  • No Power BI license required
  • No Copilot license required for end users
  • Flexible embedding within emails, SharePoint pages, and Construction Viz dashboards

The result is a mobile-friendly experience that helps field teams quickly access current project information while keeping the underlying data, AI capabilities, and reports securely within the organization’s Microsoft 365 environment.

Turning Clover AI into Practical Construction Workflows

These enhanced drawing management capabilities go beyond creating another report.

Clover AI is Lydon Solutions’ construction-focused Copilot Agent, designed to put Microsoft AI to work against real project information and workflows. Combined with Construction Viz, it turns structured project data into more useful, accessible information for the people who need it.

By bringing together Construction Viz, SharePoint, and Clover AI, organizations can create targeted business applications and user experiences around the way their teams actually work.

That is an important part of our approach. Rather than adding AI simply as another standalone feature, we apply it to construction-specific workflows where it can help teams find information, generate reports, analyze project data, and make better decisions faster.

"Rather than adding AI as a standalone feature, Clover AI puts it to work against real construction data and workflows."

As Microsoft continues to expand the AI capabilities available across Microsoft 365 and SharePoint, Construction Viz and Clover AI provide a practical way to apply those technologies to real construction use cases.

If you can imagine it, we can deliver it.

Learn more about Clover AI and Construction Viz, and sign up for a trial to see how your organization can use Microsoft 365, SharePoint, Clover AI, and Construction Viz to create more efficient construction workflows.

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