Collaboration is challenging,
learn how a client made it easy
Summary
A major Oil & Gas Operator used ComboCurve to organize their work across departments, teams, roles, and official reporting processes using our tagging system and merge capabilities.
The solution empowers their organization to reduce the number of organizing files and folder structures, enabling more time for analysis and decision-making.
Challenge
COLLABORATING ACROSS DEPARTMENTS IS HARD WORK
The typical fundamental challenges plagued this major operator as they worked in their legacy software. Some of the questions included: Where is the latest forecast? How do I share my work? Which one has been approved? How do I unify our work? Why is it so complicated to get everything clean in one spot? My colleague is on vacation, and my boss needs their latest forecast; where is their work? Is this the “official, official” approved forecast? How do I merge John and Sarah’s forecasts if they have overlapping or duplicate wells?
Collaborating in one team or across departments is fraught with infrequent communication, unease around moving data, and the difficulty of doing it manually via Excel. Using outdated or “bad” forecasts can make a significant impact, so the stakes are high.
Solution
TAGGING – A FLEXIBLE TOOL FOR ORGANIZING TEAMWORK
Use ComboCurve to ease the pain points! A robust company-wide tagging system can help many users quickly identify and filter to official forecasts – while being centrally managed by one user. For example, to facilitate a quarterly outlook process for submission for corporate wall street guidance, a major client has combined multiple tags to track multiple quarters by merging many engineers’ work and tracking historical submissions. A helpful tag structure could include:
- Department or Asset Team – “Permian Asset Team”
- Basin, Play or Field – “Delaware Basin”
- Process or Report – “Quarterly Outlook” or “Budget”
- Reporting Period – “2021” and “Q4”
This structure allows the user to rapidly label, visualize and filter all “official” forecasts. Additionally, it reduces confusion by eliminating the need to rely on naming conventions so commonly used for Excel documents. In other words, no more file names like: “off_outlook_q42021_versionBravo_final_final_v1_djm”.
Impact
REDUCED WORKFLOW/ANALYSIS TIME AND SUSTAINABLE ORGANIZATION
- Improved quality of life and employee experience while collaborating
- Reduce the risk of using the wrong forecast or economic run
- Avoid digital dumping grounds
- Create a digital workspace that is sustainable and easy to manage
