Reinventing Oil and Gas with Workflow Process Automation

2023 is the year for oil and gas companies to re-invent themselves, all while becoming leaner and greener. These companies are turning to process automation to help reduce operation, and maintenance costs and unplanned outages and downtime. 

With focuses on debt reduction, overcoming skills shortages, and transforming business models. There’s never been a better time to discover how processes can be re-invented and widespread automation achieved by empowering businesspeople with self-service process automation tools.

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Energy Companies that Digitally Transformed with Process Automation-1

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Common Outcomes of Workflow Process Automation in Oil & Gas

workflows and forms

Enable Agility 
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Keep Track 
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Support Self-Regulation

Central Reporting
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Reduced IT Cost

Share Information
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Easy Adoption
Improves Data Quality-1

Improve Quality

Some Of The Manual Processes FlowForma Automates 

  • Logistics & Fleet Management
  • Employee/Supplier Onboarding
  • Site Visit Management
  • Incident Management
  • Regulatory Compliance
  • Purchase Requisition
  • Upstream/Downstream Processes
  • Preventive Maintenance Tracking

How Oil & Gas Organizations Add Value with FlowForma Process Automation

Tick Gradient Oil & Gas
Enabling Self-Regulation

FlowForma supports the rapid deployment of online processes in the Oil & Gas Industry, which can be easily audited. When process steps are signed, historical form activity is clearly visible, and a snapshot of the workflow design can be captured at a specific point in time. 

FAST (2) 
Mobile Accessible Processes


Mobile access is essential to those in the Oil & Gas industry, who need to input data from challenging locations. FlowForma empowers users with highly secure access to forms and processes, while on the move. If internet is unavailable, users can avail of off-line mode. E-signature functionality on the FlowForma app, provides additional security

FAST (3)

Accelerating the Innovation Process

Ensuring innovation in products and services, technology and business is critical to any Oil & Gas organization. FlowForma Process Automation puts a formal online innovation process in place, managing the process from idea generation, all the way through to product launch.

Risk Management
Effective Risk Management

Identifying, assessing, and monitoring risk is highly important to Oil & Gas companies. Many use FlowForma to see a comprehensive view of risks associated with price, politics, technology, financing, environment, operations etc., enabling decision makers to offset risk exposures. Learn more with our checklist for selecting oil and gas automation software

Workflow Process Automation In Oil And Gas: Useful Resources


Independent Review

Imelda Bettinger circle

Imelda Bettinger,
SharePoint Developer,
Dresser Natural Gas


"The old processes took years to build and if our team needed a change, a request would be made and it would take a month before it was decided if it could actually be implemented. People have embraced FlowForma Process Automation and now come up with their own ideas."

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