Requirements checklist
What to ask for when choosing software for oil and gas companies.
A checklist built from how oil and gas companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Wells, pads and facilities
- Daily readings and production
- Field tickets and service jobs
- Equipment and preventive maintenance
- Orders, approvals and spares
- Contracts, invoices and partner billing
- Permits, inspections and incidents
Roles that need their own access
Who logs in, and what each person may see or change.
- For operations managers
- For field operators
- For maintenance planners
- For buyers and stores
- For finance and joint interest accountants
Reports to ask for
Ask to see each one with your own sample data.
- Daily volumes by well, battery and facility
- Wells and routes with readings missing
- Field tickets awaiting approval by contractor
- Compressor and pumpjack service due by run hours and date
- Lease operating cost per well by job type
- Joint interest statements by partner and period
- Permits and vessel certificates due to expire
Systems it may need to connect to
Note which ones you already run.
- SMS
- Accounting software export
- Spreadsheet import
- SCADA or historian data feed
- Gauge and sensor readings
- Telematics feed
Questions for any vendor
Put these to every supplier you are comparing.
- Is it a replacement for SCADA or allocation software?
- Can operators enter readings with no signal at the wellhead?
- How are field tickets matched to orders?
- Can maintenance run on run hours instead of dates?
- How does partner billing work?
- Is it suitable for a service company with no wells?
- Are permits and incident records kept?
- Can we move our existing well list and open orders?
- Can contractors see our records?
- What does it cost and how do we see it?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Field readings stay on paper
- Field tickets are signed but not matched
- Maintenance follows memory
- Partner statements take days to build
- Permits and inspections are scattered
Prefer to talk it through? See the oil and gas companies page.