1. Suboptimal data management practices
Upstream operations employ several complex assets that must function in perfect condition in high-risk environments. Ensuring this entails capturing readings and calibration data from devices and assets in the field. Unfortunately, field operations suffer from significant productivity losses without the right digital platform to capture and maintain this data. In the case of our client, this data was maintained in excel sheets, which led to complicated data management workflows.
2. Lack of standardized data validation workflows
It is well known that maintaining critical data in excel sheets can lead to significant data quality and reliability issues, in addition to tampering with the audibility of data, which is of paramount importance in highly regulated industries such as O&G. In addition to posing these risks, disintegrated and nonstandard processes further exacerbated data consolidation and validation challenges for our client, especially as field technicians manually recorded the data from the field, which was then to be synchronized in spreadsheets.
3. Cumbersome technician experience
In the O&G industry, field services must be carried out at rigs and wells, usually in areas with poor network connectivity. In such cases, digital applications that interface the technician with the enterprise systems cannot rely on network connectivity. This was a key concern for our client, as their technicians needed to be able to record field data in the offline mode.
4. Outdated digital infrastructure
Our client's digital infrastructure was burdened with technical debt – it relied on manual processes to create and maintain contact data in the CRM. Moreover, field operations lacked visibility; therefore, obtaining project-level details on field data was difficult. Lack of visibility into field operations further heightened the difficulty of improving field service KPIs, whereas manual processes made simple, automatable processes time-consuming.
Observing these challenges as we collaborated with our client’s teams, we realized that a field service management solution would be critical to overcoming these challenges, and to drive field services profitably.