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Upstream: Process & Technology: Asset Maintenance & Service App

A developing E&P company recognized the growth potential in the Eagle Ford Basin and began expanding its asset portfolio through strategic acquisitions. The company focused on expanding by making disciplined investments into acreage with proven assets, applying effective technology and being open to continuous improvement.

As the company’s portfolio developed to be more robust, it became obvious traditional maintenance management programs would be costly, time-consuming and hinder the rapid development of the firm. The company engaged Opportune to implement a system that would serve as a central hub for all information and activities related to asset service and inspections. Building on the inherent strengths of the Salesforce platform, Opportune recommended, implemented and customized Salesforce Field Service Lightning to provide the following capabilities:

  • Schedule Optimization – Organizing work orders and maintenance needs to prioritize high-producing assets, minimize drive time and account for specific skills, the Field Service Lightning dispatcher console streamlines the planning and scheduling process building efficient and effective schedules.
  • Analytics – As frontline employees across the business engage in service-related activities, they are now capable of tracking their related time and expenses through the app, which provides management insight into the actual cost and efforts of its maintenance work, as well as the ability investigate asset service trends.
  • Field Communication – As field technicians identify issues and maintenance needs in the field they can submit work order requests, reference documents attached by the planner, post questions and complete inspection forms all within a mobile application, creating cohesion across service groups.
  • Automated Work Order Generation – Maintenance plans are executed with ease through the Field Service Lightning program. Assets are assigned to maintenance plans that automatically generate work orders at varying frequencies. Work orders are comprised of job details, skill needs and inventory/supply requirements passed down from maintenance plans.

The Field Service Lightning application adds value by giving the company a tool that prioritizes and simplifies how field technicians access information and streamlines the performance of routine maintenance and as-needed service. Stakeholders across the business now have access to critical, real-time information about time and costs, enabling the company to more effectively maintain its growing portfolio.

Opportune LLP is a leading global energy business advisory firm that helps clients drive business transformation and operational excellence across the energy supply chain, including upstream, midstream, downstream, power and gas, commodities trading and oilfield services. Opportune’s Salesforce for Energy practice includes strategy development, planning, implementation, Lightning migration, integration and support services for all of the major cloud products from Salesforce, including Sales Cloud, Service Cloud, Commerce Cloud, Community Cloud, Marketing Cloud, Integration Cloud and Salesforce Platform. For more information, CLICK HERE.

Ross Benton

DirectorOpportune LLP