1 White Paper Oil & Gas Servicing Software Comparison
2 - f you are in the energy and environment service industry there is without a doubt a great deal of specific requirements and standards that must be adhered to. en mes the management accoun ng systems that are currently in place within your organi a on I do not meet these requirements. Having your opera ons, financial and payroll data centrali ed in a single system is cri cal. But it is also possible for you to have data such as ob and unit cos ng, preventa ve maintenance, field c e ng, communica ons, wor orders, dispatch, scheduling, inventory and equipment trac ing captured in that same system. With a centrali ed system containing all of your management accoun ng informa on you are easily able to access this cri cal informa on with alerts, dashboards and repor ng from all areas of your business. The long term success of your business depends on how e ec vely you manage this informa on in every aspect of your opera ons end to end. These systems are flexible enough to handle a variety of service types. They can accommodate your wor flow requirements today and grow with your business into the future. Whether you are construc ng an oilfield or miles of pipeline, performing maintenance or anitorial, instrumenta on or well servicing to energy and environment services there are cost e ec ve solu ons available. Canadian business is said to be lagging behind S and Scandinavian countries in produc vity. We must correct this by embracing technology which will ma e us more produc ve to compete in the world mar et place. any of the features with these systems allow our employees to be significantly more produc ve. They allow us all to wor smarter not harder. With the technology available today and enhanced processes we have our best hope for increasing produc vity and remaining compe ve. We must however choose wisely, not all systems o er the same long term produc vity gains and return on investment. The specific requirements with each type of opera on will vary. Although as a group the oil and gas servicing opera ons are similar, some so ware solu ons are more flexible than others in mee ng your specific needs. The so ware however, is only part of the story. To ensure an e ec ve opera on, specific processes must be developed to ensure the smooth flow of informa on into and out of the management accoun ng so ware. Therefore so ware is only 50 of the solu on, the remaining 50 is in developing, implemen ng and training on the process enhancements required to use the so ware e ec vely and solve your issues and problems. To efficiently manage on a consistent basis you must develop good business processes. Improving business processes represents the greatest hope for posi ve, las ng change in all organi a ons. They define the way in which business gets done. An organi a on can be no be er that its processes allow it to be. As new management best prac ces evolve and business automa on so ware is enhanced business must evolve to ta e advantage of these changes. il as service contractors and construc on businesses must con nually review their processes to determine if they can reduce or eliminate ine ec ve processes which cause countless wasted hours and resources every year. They need to con nually as why, processes are currently done and is there a be er way Page 2 1. Interview your employees, listen and define your vision and goals. 2. isten, analy e and understand your current situa on and business processes. 3. Review exis ng barriers and roadbloc s that need to be eliminated. 4. Analy e best management prac ces that could improve your processing. 5. Priori e issues and problems and decide what is most important. 7. Analy e new business solu ons that will meet your requirements. 8. Design and flowchart the new processes. 9. Create a clear map and flowchart the steps required. 10. Determine, understand and solidify the benefits to be achieved with each improvement step. 11. Implement the new processes and management systems. 12. Develop a systema c approach to con nuous improvement. 6. Develop requirements lis ngs.
3 Page 3 he a ached product ran ing was based on these steps. nce we had determined the issues Step 5 and developed as requirements T lis ng Step 6 for il gas service businesses we entered the requirements into The Accoun ng ibrary An independent feature ran ing database. The so ware allowed us to ran the fit the so ware was to the required feature requirements Step 7. With so ware ran ings you must be aware that this is not the complete answer don t get caught up with the chase for addi onal features instead focus on the main features and func ons required to run your opera ons e ec vely today and into the future. The cco g Library has more than 3700 ques ons on features and func ons although it is unli ely you will ever need them all. se this ran ing as a good star ng point to review your op ons. enerally you can assume that the higher percentage of the fit to your specific requirements the less wor arounds and customi a ons would be required to meet your specific needs. The closer the fit usually results in reduced implementa on mes as well loo for a product ran ing of at least 90. il as service contractor accoun ng, pro ect cos ng, service management, payroll, change order and subcontract management so ware. It is flexible enough to ad ust to the requirements of any user - and built to operate in a mul -company, mul -currency and divisional environment. for il as service contractor using standard es ma ng processes and es mate RFI trac ing or use industry specific func onality such as es ma ng ta eo so ware with interface to pro ect cos ng. to trac poten al and approved changes, ensure that approved changes are invoiced profitably and automa cally update the pro ect es mate budget. P with an interface to pro ect cos ng. P processing to control and analy e pro ects to three levels such as Pro ect Phase Category. Trac your current pro ects and their pro ected profit so you can pinpoint problems early and ta e correc ve ac on. Drill down capabili es also puts the informa on you need right at your finger ps. wor orders processing, dispatching, scheduling, purchasing, inventory, and service contract management. Wor order dispatching able to deliver service c ets to your technicians in the field via the Internet. anage billing, payroll, inventory consump on, equipment and rentals with field c e ng. that include progress billings, me material and cost plus op ons. Ability to produce both summary and detail invoicing trac ing the equipment loca on and maintenance costs. Keep costs down and minimi e equipment down me. Equipment maintenance lets you trac equipment repair history and required preventa ve maintenance. P processing with features li e mul -rate and mul -province or state capabili es that fully integrates to pro ect cos ng mesheets. Provides all the tools needed to electronically collect pro ect me and expense data with integra on to pro ect management, payroll and human resource management systems. processing that is able to eep trac of vaca on days, assigned equipment, employee s ills, cer fica ons and more. Empower employees with our self-serve op on which allows secure access to sensi ve data and reduces demands on the HR manager. capable of trac ing mul ple loca ons of inventory movements to pro ects by phase and or category. P financial repor ng that includes flexible, easily customi ed Wor in progress WIP, detailed pro ect by phase category, aged receivables payables with retainage and more. - o paperless, improve wor flow and reduce costs. By digi ing, storing and lin ing your documents with accoun ng, in one loca on, you can empower your employees with access to cri cal informa on.
4 Page 4 for reports with capability. Have a PDF, HT or Excel report sent to your inbox daily. Pac age mul ple reports for automa c distribu on. can find what you want faster and easier with smart lists of relevant informa on. allow access informa on anywhere any me with web portal. Push data to web reports. Advanced features for char ng and graphing with drill down capabili es. o er full communica on control and trac ing to all the communica ons with customers pro ects, service management, and suppliers.. Canadian ul -loca on opera on Remote sites Service division ain opera on Pro ect division arger pro ects Canadian Payroll Remote mesheets access Remote repor ng - Powerful management tool that will automa cally generate an when cri cal changes occur. Receive no fica on immediately if a pro ect is over budget, etc. - Customi e screens with user defined fields and tables. Tailor screens for the individual user, type of user, or all users to meet the needs of your business. Choose either hosted cloud or non-hosted without having to compromise features. Build stronger and more profitable rela onships with CR. li e internal and external sales processes, mar e ng, customer service and internal communica on control with CR solu ons. CR provides a full analy cal view of the organi a on and its customers in real me for accurate and detailed repor ng. L Versio ,421 99% Oracle E-Business Suite 12 Oracle Corporation 5,304 97% SAP R/3 July 2003 SAP 5,298 97% Epicor Epicor Software Corporation 5,298 97% Epicor Express 1.0 Epicor Software Corporation 5,282 97% Sage ERP Accpac c/w Technisoft 6.0 Sage 5,247 96% Microsoft Dynamcis GP, 2010 Microsoft Business Solutions 5,235 96% PeopleSoft 8.0 PeopleSoft, Inc. 5,217 96% Sage ERP MAS Sage 5,190 95% One World XE July 2003 J.D. Edwards, Inc. 5,184 95% Microsoft Dynamics SL, 7.0 Microsoft Business Solutions 5,180 95% lawson.insight 8.0 Lawson Associates, Inc. 5,169 95% Deltek Maconomy X1 Maconomy NE, Inc. 5,160 94% Microsoft Dynamcis AX, 2009 Microsoft Business Solutions 5,132 94% ProjectPro / Microsoft Navision, 4.0 SP1 Wilcomp LLC 5,132 94% AGRESSO Software 5.5SP3 Agresso Corp., Inc.
5 Page 5 5, Sage ERP X3 6.1 Sage 5, icroso Dynamics Nav, 2009 icroso Business Solu ons 5, Exact lobal Enterprise 370 Exact So ware North America 5, SouthWare Excellence Series, 2011 SouthWare Innova ons, Inc. 5, S SouthWare Excellence Series, 12.0 BT Solu ons 5, Sage Pro ERP 7.5 Sage 4, Syspro, 6.10 SP2 Syspro 4, Sage ERP AS 90, 4.4 Sage 4, Sage ERP AS 200, 4.4 Sage 4, Infor Syte ine 7 7 Infor 4, Vantage Epicor So ware Corpora on 4, A Business So ware A 2007 Advanced So ware Development Corp. 4, Win an TTW Incorporated 4, WIN ine 8.4 esonic Business So ware 4, Infor Syte ine 6 6 Infor 4, TRAVERSE 11.0 pen Systems, Inc. 4, Infor VIS A Enterprise 6.4 Infor - VIS A anufacturing 4, Account ate for Express 8.0 Account ate So ware 4, Account ate for SQ 8.0 Account ate So ware 4, DEAC Accoun ng ERP So ware 9712 Deacom, Inc. 4, Serenic Navigator 5.0 Serenic So ware 4, acola ES ES Exact So ware North America 4, acola Progression 7.5 Exact So ware North America 4, SunSystems exfm 1.3 Infor 4, Infinity P WER Advanced Accoun ng, 6.8 Data Pro Accoun ng So ware, Inc. 4, Khameleon 7.0 Khameleon So ware 4, Blue in Elite Blue in Associates, td. 4, Business ne SAP 4, Fourth Shi So Brands 4, iscala 2.3 Epicor So ware Corpora on 4, SX.enterprise 4.1 Infor - Sx Enterprise 4, Sage PFW ERP 5.5 Sage 4, P S ITE pen Systems, rd Dimension 4, Sage BusinessVision - Client Server 2011 Sage
6 Page 6 4, Sage BusinessVision - Standard Edi on 2011 Sage 4, Cer flex Dimension 9.0 The Versa le roup, Inc. 4, SAS 7.5 pen Systems, Inc. 4, ERP Plus 10.0 b20 Ver cent, Inc. 4, World A73 J.D. Edwards, Inc. 4, ProcessPro ERP 7.5 ProcessPro So ware 4, Sage BusinessVision - Small Business 2011 Sage 4, Sage BusinessVision - imited Edi on 2011 Sage 4, Compiere ERP CR Compiere. Inc. 4, thQuarter Accoun ng 8 Braided atrix, Inc. 4, NetSuite 2009 NetSuite 4, PowerShop ERP So ware SI Interna onal 4, Sage BusinessWor s 9.0 Sage 4, Datamodes T 4 Solu ons T 4 Datamodes, Inc. 4, Adagio Accoun ng 9.0a So ra Systems, Inc. 3, Quic Boo s Enterprise 11.0 Intuit, Inc. 3, Everest Advanced Everest So ware 3, C A IV Accoun ng for Windows 11.0 C A 3, C A IV Not-For-Profit Edi on 11.0 C A 3, Sage Peachtree Quantum 2011 Sage 3, Sage Peachtree Premium Accoun ng for Distribu on 2011 Sage 3, Sage Peachtree Premium Accoun ng 2011 Sage 3, Sage Peachtree Premium Accoun ng for Construc on 2011 Sage 3, Sage Peachtree Premium Accoun ng for 2011 Sage 3, Sage Peachtree Premium Accoun ng for Non Profits 2011 Sage 3, ABS Accoun ng Systems 7.05 American Business Systems, Inc. 3, CostPoint Pro ect Accoun ng 3.0C Delte Systems, Inc. 3, TRX Enterprise 2.2 TRX Integra on, Inc. 3, Total Command 2.5 ATX 3, FACTS 7.4 Infor - FACTS 3, Ac vant Eclipse 2009 Ac vant 3, Carillon Financials 6.5 Pe t Company, PC 3, Cougar ountain Accoun ng 2009 Cougar ountain So ware
7 Page 7 3, ade2 anage anufacturing So ware 5.51 ade2 anage Systems, Inc. 3, Intacct 2010 Intacct Corp. 3, Sirius T Accoun ng For Windows 7.1 Sirius So ware, Inc. 3, Flexx 6.4 Databyte Corp. 3, Delte Vision 6.1 Delte Systems, Inc. 3, Pacifica Professional Accoun ng for Windows, 8.0 Pacifica Research 3, Cougar ountain Denali 2.6 Cougar ountain So ware 3, AccTra AccTra 21 3, FlexiFinancials 5.0 FlexiInterna onal So ware 3, TurningPoint 6.0 Red Wing So ware 3, Ta estoc 5.4 Infor - Ta estoc 3, Cougar ountain Fund Suite 2009 Cougar ountain So ware 3, A-Systems JobView 7.2 A-Systems Corp 3, Quic Boo s Premier Edi on 2006 Intuit, Inc. 3, neir - anufacturing Accoun ng 8.6 neir Solu ons, Inc. 2, neir - Point of Sale 8.6 neir Solu ons, Inc. 2, neir - Repe ve Billing 8.6 neir Solu ons, Inc. 2, Vigilant - anufacturing Accoun ng 8.6 Vigilant Business So ware, Inc. 2, neir - Sales rder Accoun ng 8.6 neir Solu ons, Inc. 2, neir - Job Cost Accoun ng 8.6 neir Solu ons, Inc. 2, Vigilant - Point of Sale 8.6 Vigilant Business So ware, Inc. 2, Vigilant - Repe ve Billing 8.6 Vigilant Business So ware, Inc. 2, Vigilant - Sales rder Accoun ng 8.6 Vigilant Business So ware, Inc. 2, Vigilant - Job Cost Accoun ng 8.6 Vigilant Business So ware, Inc. 2, DacEasy by Sage 15 Sage 2, Quic Boo s Pro 2006 Intuit, Inc. 2, Sage IP Fund Accoun ng 10 Sage 2, Premier Accoun ng Small Business Suite 2007 Version 16 B S, Inc. 2, AccountEdge 2007 Version 7 B S, Inc. 2, Cougar ountain Fund 2009 Cougar ountain So ware 2, Sage Simply Accoun ng Enterprise 2011 Sage 2, Sage Simply Accoun ng Premium 2011 Sage 2, Vista 4.0 Epicor So ware Corpora on 2, Series BA So ware and Consul ng 2, Add n So ware 6.1 Basis Interna onal 2, FlexWare Accoun ng 9.50 acaccoun ng
8 Page 8 2, Sage Simply Accoun ng Pro 2011 Sage 2, Advanced Accoun ng 6.1 Addsum Business So ware, Inc. 2, Total Accoun ng ffice 3.5 ATX 2, Sirius Business Accoun ng 3.2 Sirius So ware, Inc. 2, ul edger 7.0 Chec ar So ware 2, iant ffice So ware 8.3 iant Systems 1, lobal So ware Financial Suite lobal So ware 1, Down To Earth v7.0 Datavision 1, RP Intui ve anufacturing Systems 1, SAP Business by Design 2009 SAP Interprise Suite SP Interprise Solu ons, Inc Sage Timberline 2008 Sage Sage aster Builder 13 Sage Sage Pastel Evolu on 4.0 So ware Alliance roup 6 0 Infor ERP N 1.0 Infor All consultants and consul ng companies are not created equal many will tell you that they understand your business but few seem to actually deliver. ood consultants not only implement your chosen system but can greatly assist you with the developing, implemen ng and training on the process enhancements required to use the so ware e ec vely. They can help you reach the full poten al produc vity gains available, many of which you may have not reali ed existed. Do they guarantee their service Do they have a fixed price which is set before the start of the pro ect not rough es mates Do they listen and communicate e ec vely Can they o er you the complete pac age for all your requirements with con nuing support Do they have the exper se Do they have the focus to complete the engagement Focused on consul ng Choosing the correct consultant who can install and configure the so ware plus help develop, implement and train on the process enhancements required is cri cal to the pro ects and your success. L B Street North ethbridge, Alberta T1H 5H8 Telephone: Fax: L Y Suite #1309, 151 Country Village Road NE Calgary, Alberta Telephone: Fax: # Avenue NW Edmonton, Alberta T5S 2H5 Telephone: Fax: Toll Free: Calgary, Alberta Sas atoon, Sas atchewan