Oil and Gas Firm Refine On-Site Processes

Technology Category

Analytics & Modeling - Data-as-a-Service
Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Oil & Gas

Applicable Functions

Human Resources
Quality Assurance

Use Cases

Predictive Maintenance
Process Control & Optimization

Services

Cloud Planning, Design & Implementation Services
Data Science Services

The Challenge

The Canadian oil and gas services company was in a transition phase and was looking for ways to scale without having to expand its workforce. The company was relying on manual processes involving Excel and email, which were neither scalable nor efficient. The company had to choose between hiring more people or looking to technology to reduce human error and provide a platform for growth. They chose the latter, prioritizing a solution that could automate processes and free up people’s time.

About The Customer

The customer is a Canadian oil and gas services company that provides equipment, field services, and custom engineering to oil and gas companies in Canada. The company has ten offices across the region. A transition in ownership prompted a process review to identify efficiencies that could drive the next phase of growth. The company was relying on manual processes involving Excel and email, which were neither scalable nor efficient. The company had to choose between hiring more people or looking to technology to reduce human error and provide a platform for growth.

The Solution

The company chose FlowForma Process Automation because it is an easy-to-use “no code” solution that fits within the existing environment, principally Microsoft 365. It is a cloud-hosted subscription service that can easily scale. The CFO mentions how intuitive FlowForma is to use. Little or no training is required, which he considers important for any technology investment, because the effectiveness of a solution is always determined by the willingness of employees to adopt it. Seamless integration with the Microsoft cloud suite, including Power BI for data analytics, was another benefit and helped make more use of existing software licenses. The biggest win, however, was having a highly automated solution that could grow with the restructured business.

Operational Impact

The organization has achieved its goal of process improvement through Digitalization, replacing time-consuming manual processes with automated workflows.
Digitalization has also contributed to culture change, empowering business owners across different divisions to stamp their authority on process improvements in a positive way.
The new workflows have already delivered tangible business benefits, not all of them expected. In the case of Compliance Reporting, the QA team knew it would be more efficient than assembling information manually in Excel, but its built-in traceability has proved to be a huge time saver when it comes to doing audits.

Quantitative Benefit

FlowForma customers are live with digital processes, empowered and self-sufficient within 4 weeks of onboarding, and secure a return on investment within 6 weeks.