Work Management Solutions

Managing work operations in multiple plants/shops and remote locations can be overwhelming. Our Enterprise Work Management (ERP) solutions are specifically designed to enable businesses to manage their diversified operations from start to finish. The solutions are comprised of back office modules that let operation managers and billing personnel manage works that are synced up from different sites and generate invoices for the customers. It lets executives monitor productivity, revenue, and incidents from anywhere.

The Enterprise Work Management Solutions empower a business to manage their work life-cycle with ease and peace of mind. They are built with high security and traceability in every step of the workflows. The solutions can be customized to your specific workflows due to its modular software platform which can be easily expanded and upgraded to meet your growing business needs.

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Shop/Plant Based Operations

Works in a shop or plant usually involve large quantities of items. One job may need to be split into multiple batches. In a sequential-task workflow, tasks for an item are required to be completed before working on the next item. For a parallel-task workflow, the same task can be applied to all items of a batch before work can begin on the next task. The solutions are designed to support both methods of your operation process. For example, a drill pipe inspection work order may inspect the box ends of all joints before inspecting the pin ends; whereas, a mud motor inspection work order inspects one motor at a time.

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Field Operations

Workers are usually required to travel to a remote location to do the work. Once there, workers can either create new work orders or work on those previously assigned to them from the office. Internet connectivity may not be available at the site. If that’s the case, workers need to bring the device to a location where cellular network or Wi-Fi is available to sync up the work orders once a day or as often as needed. In field operation, work orders for the same job are worked on from the same device. Once the data is synced, work orders can be reassigned to another device and managed from the work management portal.

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Key Software Modules

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  • Allows sales representatives to create sales quotation or sales bids effectively through a customized sales process for your business.
  • Tracks sales from quotations/bids to approved jobs with notifications and approval processes along the way.
  • Integrates with other modules using historical data to suggest price ranges, supplemental services, and warns about potential risks.
  • Ability to convert approved quotes/bids to jobs which creates work orders to improve efficiency and accuracy.
  • Logs sales activities and communications.

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  • Allows operation managers to create and assign work orders to service personnel at different locations.
  • Enables operation managers to manage and approve plant/field work orders online.
  • Ability to search work orders with access to reports, notes, and attachments.
  • Monitors work progress and incidents by divisions.

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  • Customized software for different types of works that run on tablet or laptop computers.
  • Ability to operate without Internet connectivity in remote locations.
  • Enables service personnel to complete work orders and creates field tickets.
  • Ability to attach pictures and videos to work orders and generate custom reports in the field.
  • Secure and reliable for operating in harsh environment.

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  • Enables service personnel to create a field ticket at work site and generate reports.
  • Allows billing personnel to generate and to complete invoices from field tickets.
  • Support custom review and approval processes with notification emails.
  • Integrates with price books to determine prices, customer discounts and credits from work orders.
  • Automatically send approved invoices and credit memos to customers and posts to internal and customer accounting systems.

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  • Includes a mobile website for workers to clock-in/out, log timed activities with GPS locations, report incidents/down-times, and submit expenses.
  • Allows operation managers to create teams and assign them to work orders.
  • Analyzes work performance and job profitability.
  • Ability to upload approved timesheets to payroll system.

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  • Utilizes data from other modules to generate custom analytical reports and charts.
  • Ability to generate real-time KPI and statistical models to assist executives and management to better manage the business.
  • Replicates production data to reporting database for on-demand reporting.
  • Interface capability with Microsoft Power BI for interactive data visualization.

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  • Enables customers to search work orders or service items online and download service reports, invoices, and file attachments.
  • Allows customers to review and approve invoices.
  • Empowers customers to run analytic models on their work orders.
  • Provides dedicated channel of support and communications to specific customers.

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