The Challenge
As part of a new quality program, one of the largest Texas Exploration and Production companies faced the challenge of developing a standardized field reporting system for all vendors. The primary goal was to reduce overhead and increase capacity for the team. Consistency at scale and successful adoption by vendors with varying levels of digital maturity were critical for success. The initial idea was to standardize the reporting structure, but the inconsistent mediums accessible to the team posed significant challenges. The project had a limited budget, making an expensive SaaS licensing model unfeasible and restricting in-house development to SharePoint programmers.
The Approach
I collaborated closely with internal MS Access and SharePoint experts to address these challenges. After much debate and consideration, we built the concept in SharePoint. The strategy was to leverage existing company resources to create a proof of concept that could demonstrate feasibility and secure stakeholder buy-in for a larger-scale project. Our approach included:
- Utilizing SharePoint for internal teams
- Employing Power Apps, Power BI, and Power Automate for external vendor interactions
- Conducting thorough testing and gathering feedback to refine the system
The Solution
The project successfully utilized SharePoint, Power Apps, Power BI, and Power Automate to create a standardized field reporting system. Key steps in the implementation process included:
- Designing and implementing the system using SharePoint for internal teams
- Leveraging Power Apps and Power Automate for seamless data integration with external vendors
- Using Power BI to visualize data and generate insightful reports
This innovative use of familiar tools allowed us to meet the project goals within the budget constraints. The successful proof of concept demonstrated the system’s feasibility and effectiveness, leading to significant stakeholder buy-in.
The Outcome
The pilot project achieved its primary objectives, resulting in several positive outcomes:
- Increased Capacity and Reduced Overhead: The standardized reporting system streamlined processes, allowing the team to handle more work efficiently.
- Successful Vendor Adoption: The flexible and adaptable system was successfully adopted by vendors with varying levels of digital maturity.
- Stakeholder Approval: The COO signed off on the pilot project, commissioning a new, broader project with additional resources and comprehensive discovery.
The successful implementation of this pilot project not only demonstrated the viability of the standardized reporting system but also paved the way for future, larger-scale initiatives. The client’s team appreciated the innovative use of existing tools and the collaborative approach, highlighting the flexibility and adaptability of the solutions provided.
Conclusion
The SharePoint EDMS Concept Pilot was a significant success, showcasing our ability to deliver cost-effective, scalable solutions using existing resources. By addressing the client’s challenges with a strategic and innovative approach, we achieved the project’s goals and secured approval for further investment. This case study highlights our expertise in digital transformation and standardized reporting systems, demonstrating our thought leadership in the industry.
If you’re looking to achieve similar results, consider leveraging our expertise in cost-effective, scalable solutions. Reach out to us to learn more or start a project. Contact us here.
