Action Based Integrated Tracking Approach to Foster the Collaboration and Achieve Operational Excellence

Abstract

In rapidly growing data-intensive workflow processes, one of the major challenges for engineers is to carry out the high-priority tasks aligned with the engineering and business needs of the organization. This paper presents an implementation methodology adopted to solve this problem and create a holistic action tracking system that is firmly integrated into the engineering practice and fosters improved communication within various engineering disciplines. The first step in creating the comprehensive action tracking workflow was to identify the engineering workflows that end with an actionable item. Afterward, a framework was created that integrates these action items with the corresponding workflow as per the organization structure active directory. Once these action items are created, the inbuilt reminder system notifies the user of the upcoming tasks based on the priority assigned to these items. The escalation mechanism also ensures that the manager gets a notification when actions passed the due date. Once the action items are closed, the action assignee and assigner both get a notification to close the action loop. One of the most significant benefits of such a process is that all the outcomes of the engineering workflows, such as the requirement to retest the well for production tests, allowable approval requirements, injection improvement recommendations, etc., are directly fed into the integrated action tracking mechanism. This way, the engineers do not need to use a separate system for assigning and tracking the actions. Once these actions are fed into an integrated action tracking system, the system maintains, expedites, and escalates the actions by itself. Another benefit realized by this action tracking system was that the organization structure was internally utilized within the online platform. Therefore, it helps in dynamically assigning the organization structure and creating an escalation item to the right person at the right time so that the integrity of the overall operation remains uncompromised. The business intelligence tool is integrated with the action tracking system to support monitoring and decision-making surveillance exercises of reservoir monitoring plans and allowable monitoring, for example, utilizing the inbuilt planning and performance dashboards. Another major objective achieved in this closed-loop action tracker was the improved system-based communication among various engineering disciplines as the actions are decided based on common business objectives and agreement within the digital platform One of the well-known gaps in modern production optimization solutions is integrating the engineering solutions with the actionable item. This system bridges this gap and provides a way forward for improved collaboration and fostering communication among various disciplines.