The midstream energy sector manages complex pipeline, storage, and water infrastructure, requiring rigorous oversight of asset management activities. Traditional manual approval processes often slow down operations and create compliance risks. To improve accuracy, efficiency, and governance, the company turned to Decisions to automate and orchestrate its EAM approvals.
Desafío
Prior to automation, the company relied on email exchanges and manual updates in Excel files stored on SharePoint to track approvals for measurement and compression tasks. This process introduced significant inefficiencies:
- Time-consuming manual updates prone to errors.
- Inconsistent tracking of approvals across teams.
- Lack of a reliable audit trail for compliance and reporting.
- Heavy administrative overhead to ensure accountability.
Solución
The company implemented Decisions to automate EAM approvals, integrating directly with SharePoint to streamline task tracking and documentation. Key solution elements included:
- Email-triggered workflows that initiated approval processes when specific subject lines (e.g., measurement or compression) were used.
- SharePoint integration to update Excel files automatically, ensuring accurate and timely records.
- Forms-based audit trails to capture approvals, maintain accountability, and provide compliance transparency.
- Automated notifications to keep the EAM team updated and close the loop on task approvals.
This automation reduced manual effort while ensuring consistent, documented workflows across departments.