Resource Management for the Oil and Gas Industry

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1 SAP Brief SAP Business Suite SAP Workforce Scheduling and Optimization by ClickSoftware Objectives Resource Management for the Oil and Gas Industry

2 Optimized workforce scheduling with SAP software Optimized workforce scheduling with SAP software Oilfield services companies face pressures that challenge their core service competencies: low utilization and revenue per field resource numbers, high bill contestability, mounting legislative compliance mandates, a legacy of disconnected systems to address field operational needs, and increasing competition. They need software to speed business processes and enable automation. The SAP Workforce Scheduling and Optimization application by ClickSoftware gives oilfield services companies an integrated solution to automate management of their field resources. With overall transparency and accessibility, they can improve utilization of equipment, personnel, and crews; meet operational priorities; increase revenue per resource metric; and facilitate regulatory compliance. Mobile solutions enable them to distribute and collect key operational data from field personnel. These operational tools interact with back-office SAP software including the SAP ERP application, the SAP Enterprise Asset Management (SAP EAM) solution, the SAP ERP Human Capital Management solution, and the SAP Customer Relationship Management (SAP CRM) application to increase operational awareness, improve data accuracy, and accelerate billing processes. With the software, they can shift capacity to adjust to ad hoc changes in resource availability and still meet operational needs. 2 / 7

3 Overview of operational performance and resource utilization Overview of operational performance and resource utilization Efficient, transparent, intuitive workflows Mobile apps that extend the office into the field For Operations SAP Workforce Scheduling and Optimization provides access to job, customer, equipment, and personnel details for timely, precise operational insight. With the software, management can: Streamline the quote- and order-to-cash processes Maximize equipment and crew utilization Improve personnel competency management Provide easily accessible operational reports Establish operational awareness of performance Adapt to ever-changing mobile field resource management needs For Sales With the SAP software, the sales force gains visibility of resource availability to support targeted sales activities. The software helps them: Increase awareness of current customer job disposition Drive sales and improve overall revenue per resource metrics through visibility of available capacity Keep informed through automatic notifications of critical issues, for example, canceled work or on-hold issues For Management The SAP software provides management with an accurate, consolidated view of operations and relevant performance measurements. The software helps management: Consolidate mobile resource management needs while accommodating wide variability Provide readily accessible operational reports Size operations correctly Establish process and measurements to support continual improvement Increase revenues while reducing costs 3 / 7

4 Efficient, transparent, intuitive workflows Overview of operational performance and resource utilization Efficient, transparent, intuitive workflows Mobile apps that extend the office into the field SAP Workforce Scheduling and Optimization provides key workflows for oilfield services that support: Centralized scheduling and resource management that covers cross-district management, resource sharing, real-time updates, and dispatching operations Centralized scheduling and resource management to enable staff to define and manage crew allocations, address resource constraints, and balance resource shifts High mobility of oilfield services through confirmation of tools and parts needed, prompt adjustment of shipping details, and regular reviews of tools and parts in use High mobility of oilfield services by enforcing health and safety education processes, capturing journey management details, and automating the creation and management of plant and terminal operational requests Proven oilfield services mobility through timely invoicing and visibility of job details and shipping orders Ad hoc operational reporting and automation of standard reporting Major oilfield services companies can consolidate field resource management across service lines while reducing days sales outstanding. 4 / 7

5 Mobile apps that extend the office into the field Overview of operational performance and resource utilization Efficient, transparent, intuitive workflows Mobile apps that extend the office into the field Enterprise mobility apps provide a rich set of features for oilfield services companies. A full list of apps certified by SAP can be found on SAP Store. The apps support the following business activities: Crew management View crew members and equipment assigned to the crew, with features to adjust crew makeup Asset management View field assets, including scheduled equipment and site-specific assets as well as asset-specific history, asset type, characteristics, and exposure Shift management View and adjust shift details, personnel assignment on shifts, and starting location and starting time Collaboration Chat with colleagues and managers in real time in the context of a specific job, equipment, and parts Personnel management Enable field supervisors to view personnel and equipment assigned to a shift, mark off those that have not attended, and add personnel or equipment to a shift with validation Exposure time management Collect exposure hours of a shift s crew as a team and drill down to view details on an individual level Customer contacts Capture customer contacts while on-site, making calls, or sending SMSs or Crew member location Select a crew member (person or equipment) and jump to that member s location on the map based on a GPS feed 5 / 7

6 Dynamic management solution for all field resources Dynamic management solution for all field resources SAP Workforce Scheduling and Optimization combines support for mobile apps and real-time scheduling to deliver a fully automated management solution that supports all field resources, including equipment, personnel, and crews. It helps improve operational awareness, reduce administration efforts, increase field resource utilization, and streamline the quote- and order-to-cash processes. The software helps oilfield services companies maintain a single operational view, initiate the billing process as work is completed in the field, and meet workload, business, and regulatory needs. With an agnostic approach to device, the software provides flexible support for field resources. Data relating to job, crew, shift, and exposure time can be sent to field personnel, with offline work also supported. By using GPS, the software provides up-to-date locations and notifications of field resources for highest visibility. Firms gain operational awareness through report views that can be adjusted interactively. With dynamic access to all field resource data, including job needs and individual resource characteristics, firms can consider each individual employee s detailed qualifications, position, and location when planning. By automatically collecting reports on jobs, assets, and crew logs, firms can improve revenue per resource metric. 6 / 7

7 Objectives Summary The SAP Workforce Scheduling and Optimization application by ClickSoftware gives oilfield services companies an integrated solution to automate management of their field resources. With overall transparency and accessibility, they can improve utilization of equipment, personnel, and crews; meet operational priorities; increase revenue per resource metric; and facilitate regulatory compliance. Objectives Centralize scheduling and resource management Increase oilfield services mobility Improve operational reporting Minimize bill contention Streamline business processes Cross-district management, resource sharing with real-time updates, and dispatching Support to define and manage crew allocations, address resource constraints, and balance shifts Operational reporting and automation of standard reporting Centralized, dynamic scheduling Minimized bill contention Reduced administration effort and errors Reduced unbilled days Dynamic access to all field resources Learn more Contact your SAP partner, or visit us at -scheduling-and-optimization. 7 / 7 Studio SAP 35905enUS (15/04)

8 No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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