Digitization of Field Service Operations for Specialized Downhole Tools Company in Texas

Our client is a highly reputable manufacturer specializing in designing innovative down-hole tools and fluid levels automation for the Oil & Gas industry. They provide complete solutions and support to their customers including training, set up, and service. Located in Midland, Texas, the company focuses on providing creative solutions using every aspect of modern technology to ensure well optimization for its customers.

The client required a field service management system that could automate workflows and digitally transform their field service operations. Their objective was to automate every part of field operations, from work order management and field ticketing to approval and invoicing. To ensure that customers were accurately billed for the services provided, they sought to maintain pricebooks in the system. To improve business KPIs, all they wanted was an easy platform with an interactive dashboard for real-time data monitoring and reporting/forecasting of the revenue for different business segments.

Challenges 

• The client field ticketing procedure was entirely manual, making tracking field activities a laborious task.
• They lacked an efficient system for planning and reporting all of their field service-related operations.
• They didn’t have much visibility into the scheduling of resources, jobs/work order, and etc.
• The approval process for field tickets was sluggish and manual which took a lot of time.
• There was no streamlined workflow for field ticket approvals, review, and modifications to guarantee accuracy.
• The flow of information between teams and from the back office to the field was done manually by exchanging emails back and forth to communicate all of the information.