Mobile field data collection simplified
Mobile field data collection simplified
Configurable, integrated, and AI-powered workflows connecting field data collection with office-based emissions accounting.
The Stakes
In oil and gas operations, every missed or incorrectly submitted inspection can lead to compliance violations, costly fines, and safety risks. Field operators often rely on outdated spreadsheets, unclear task assignments, and fragmented communication — making it easy for inspections to be missed or submitted late.
In oil and gas operations, every missed or incorrectly submitted inspection can lead to compliance violations, costly fines, and safety risks. Field operators often rely on outdated spreadsheets, unclear task assignments, and fragmented communication — making it easy for inspections to be missed or submitted late.
Solution Preview
Solution Preview
A field mobile application for every condition
A field mobile application for every condition
A field mobile application for every condition
I was the sole designer of a mobile application designed for collecting field data from assets in harsh conditions across operations teams.
I was the sole designer of a mobile application designed for collecting field data from assets in harsh conditions across operations teams.
User Discovery
User Discovery
Through shadowing operator field inspections and in-office discussions, we observed how operators manage critical compliance tasks in challenging conditions.
Through shadowing operator field inspections and in-office discussions, we observed how operators manage critical compliance tasks in challenging conditions.
Through shadowing operator field inspections and in-office discussions, we observed how operators manage critical compliance tasks in challenging conditions.
While leveraging our internal data consulting team to determine the following personas and pain points.
While leveraging our internal data consulting team to determine the following personas and pain points.
Pain Points
Submitting forms in harsh environments
Submitting forms in harsh environments
Inspections often take place in extreme conditions, from deep snow to intense Wyoming sunlight, making data entry physically difficult.
Inspections often take place in extreme conditions, from deep snow to intense Wyoming sunlight, making data entry physically difficult.
Route management
Route management
Operators lacked visibility into which tasks were geographically close, leading to inefficiency in completing multiple inspections in one trip.
Operators lacked visibility into which tasks were geographically close, leading to inefficiency in completing multiple inspections in one trip.
Collaboration gaps
Collaboration gaps
Teams couldn’t easily see who was working on what, making it hard to fill in when someone was behind or absent — even though all inspections must be completed on schedule.
Teams couldn’t easily see who was working on what, making it hard to fill in when someone was behind or absent — even though all inspections must be completed on schedule.
Low technical adoption
Low technical adoption
Many operators were experienced but not tech-savvy, resistant to new tools, and needed the simplest possible interface that remained accessible in their environment.
Many operators were experienced but not tech-savvy, resistant to new tools, and needed the simplest possible interface that remained accessible in their environment.
Approach
Approach
Building a Simple, Reliable, and Field-Ready Mobile Tool
Building a Simple, Reliable, and Field-Ready Mobile Tool
Building a Simple, Reliable, and Field-Ready Mobile Tool
User-specific and timely task prompting
Guide operators with clear task lists, route optimization, and on-device navigation to complete nearby inspections efficiently.
Integration with Validere features and independent data systems
Coordinate across teams by showing who is working on what, enabling quick reassignment when someone is behind or unavailable.
Configurability of workflow logic
Enable form submissions in extreme conditions with offline capability, large tap targets, and minimal typing.
Smart automation and AI Assistance
Simplify the experience for low-tech users with intuitive layouts, consistent patterns, and zero-friction task flow.
Smart automation and AI Assistance
Ensure inspections are never missed by tying tasks to workflows, automating reminders, and surfacing due-soon work prominently.
User-specific and timely task prompting
Defined user assignment per task type and other filtering mechanisms, with in-app and email communications prompting users to take action.
Integration with Validere features and independent data systems
Connected workflows directly to core platform tools like asset management, emissions reporting, report creation, and data collection forms, eliminating manual transfers and ensuring a single source of truth.
Configurability of workflow logic
Built a workflow editor that allowed teams to define steps, assign roles, and adapt processes to match operational structures without engineering support.
Smart automation and AI Assistance
Established automation logic to run steps automatically without any user input, along with AI-summaries of workflow steps and automations completed