Case Study on a Petroleum Engineering Services Company

Background: Private Company, Founded in 1991, with 100+ Employees and Growing

Pains: Time Being Entered 4x into Various Systems, Manual Workflow Processes, Long Billing Cycles, Manual Processes Were Not Scale Able and Multiple Systems Due to Business Acquisitions

Solution Selected:

alert-stratus-logo-v2

 

What Are They Using in Alert Stratus:

  • Projects
  • Scheduler for Capacity Planning
  • Time and Expense Portals
  • Billing / Invoicing
  • Offline Mobility

 

 
What Alert Stratus Replaced:
  • Field Power
  • Field Connect
  • Stand Alone Spreadsheets

 

What Systems We Integrated To:

  • Microsoft Dynamics CRM
  • Microsoft Dynamics SL
  • ADP Pay

BUSINESS PROBLEMS SOLVED WITH ALERT STRATUS:

 

One System to Enter Data:

  • Timesheets → ADP Pay
  • Expenses → SL
  • A/R & A/P → SL

Eliminated Manual Workflows: 

  • Field Techs Would Enter their Time in MS Outlook
  • The Time Gets Emailed to HR / Pay Administrator
  • Administrator Would Import Data to ADP Pay Stubs
  • Manual Inputs

Scheduling: 

  • Complex Resource Scheduling Requirements
  • Upwards of 4000 Projects Per Year

Mobility:

  • Remote Locations with No Cellular Connectivity

Billing:

  • Project Billing Triggers Creates Invoices