Workflows built for every team
Workflows built for every team
Configurable, integrated, and AI-powered workflows connecting field data collection with office-based emissions accounting.
The Stakes
In emissions accounting, delays or inaccuracies can mean fines, wasted effort, and lost trust. Creating reports requires ingesting data, running calculations, verifying results, and coordinating across teams. Many still rely on fragmented systems and manual processes, making timely and accurate reporting a constant challenge.
In emissions accounting, delays or inaccuracies can mean fines, wasted effort, and lost trust. Creating reports requires ingesting data, running calculations, verifying results, and coordinating across teams. Many still rely on fragmented systems and manual processes, making timely and accurate reporting a constant challenge.
Solution Preview
Solution Preview
A highly configureable workflow engine
A highly configureable workflow engine
I was the sole designer of a fully configurable and flexible workflow feature that accommodates use-cases across oil and gas and asset that takes user steps from data ingestion all the way to report generation.
I was the sole designer of a fully configurable and flexible workflow feature that accommodates use-cases across oil and gas and asset that takes user steps from data ingestion all the way to report generation.
User Discovery
User Discovery
I led 3 on-site discovery sessions and 10+ user stakeholder interviews across 5 midsized oil and gas organizations.
I led 3 on-site discovery sessions and 10+ user stakeholder interviews across 5 midsized oil and gas organizations.
These user discover strategies were implemented along with weekly feedback touch-points with internal proxy users.
These user discover strategies were implemented along with weekly feedback touch-points with internal proxy users.
Pain Points
Data handling bottlenecks
Data handling bottlenecks
Field operators collected data on paper or disconnected apps, later re-entered into Excel.
Field operators collected data on paper or disconnected apps, later re-entered into Excel.
Siloed calculations
Siloed calculations
Emissions accountants used fragile, complex spreadsheets.
Emissions accountants used fragile, complex spreadsheets.
Collaboration breakdowns
Collaboration breakdowns
Teams lacked visibility into report status, ownership, and next steps.
Teams lacked visibility into report status, ownership, and next steps.
Context switching
Context switching
Data and workflows lived across multiple tools, creating errors and delays.
Data and workflows lived across multiple tools, creating errors and delays.
Approach
Approach
I designed Workflows as a flexible, connected system that served both field and office teams—removing inefficiencies, reducing risks, and ensuring tasks could be configured, tracked, and automated end-to-end.
I designed Workflows as a flexible, connected system that served both field and office teams—removing inefficiencies, reducing risks, and ensuring tasks could be configured, tracked, and automated end-to-end.
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 auto-complete
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 and auto-completing tasks when done outside the workflow.
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
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
Approach: User-Specific and Timely Task Prompting
Approach: User-Specific and Timely Task Prompting
Telling the correct users what to do, when to do it
Telling the correct users what to do, when to do it
We initially thought analysts and managers would want to see all tasks across team-mates. Turns out analysts only care about their own tasks, while managers care to have oversight of everything. I designed role-specific home-pages to display either my-tasks or filterable all-tasks.
We initially thought analysts and managers would want to see all tasks across team-mates. Turns out analysts only care about their own tasks, while managers care to have oversight of everything. I designed role-specific home-pages to display either my-tasks or filterable all-tasks.
Approach: User-Specific and Timely Task Prompting
Approach: User-Specific and Timely Task Prompting
Showing users what the next steps in the workflow may be
Showing users what the next steps in the workflow may be
After the first implementation of our tool, users complained that the workflow configuration was a black box, and they were unaware of what future steps will be, making it hard to plan their day. So we created a front-end diagram representation of the workflow instances, showing which tasks have been completed and what tasks may occur in the future.
After the first implementation of our tool, users complained that the workflow configuration was a black box, and they were unaware of what future steps will be, making it hard to plan their day. So we created a front-end diagram representation of the workflow instances, showing which tasks have been completed and what tasks may occur in the future.
Approach: Integration with Validere Features
Approach: Integration with Validere Features
Navigating to 15+ other features and auto-completing tasks when appropriate
Navigating to 15+ other features and auto-completing tasks when appropriate
The workflow task side-panel guides users from the task list into the right feature, letting them work in the main area while tracking progress in a persistent panel. Since many completed work outside task context, we added auto-association to mark tasks complete automatically, removing the need for manual check-off.
The workflow task side-panel guides users from the task list into the right feature, letting them work in the main area while tracking progress in a persistent panel. Since many completed work outside task context, we added auto-association to mark tasks complete automatically, removing the need for manual check-off.
Approach: Configurability of Workflow Logic
Approach: Configurability of Workflow Logic
Configuring diverse and complex business logic through triggers, steps, automations, and variables
Configuring diverse and complex business logic through triggers, steps, automations, and variables
In testing workflow configuration, we learned customers often needed to carry data from one step to the next without re-entry. To solve this, we introduced variables, allowing users to auto-associate values across tasks — making complex reporting and inspection workflows far more seamless.
In testing workflow configuration, we learned customers often needed to carry data from one step to the next without re-entry. To solve this, we introduced variables, allowing users to auto-associate values across tasks — making complex reporting and inspection workflows far more seamless.
Approach: Smart Automations and AI Assistance
Approach: Smart Automations and AI Assistance
Leveraging an AI assistant to summarize workflows, complete tasks, start new tasks
Leveraging an AI assistant to summarize workflows, complete tasks, start new tasks
We found that even with front-loaded workflows, users often wanted the flexibility to initiate new tasks on the fly. The fastest, most natural way to support this was through a chat-style interface. Users also told us they preferred quick AI-generated summaries of completed workflows—so instead of digging through every step, they could instantly understand what had happened and what needed attention.
We found that even with front-loaded workflows, users often wanted the flexibility to initiate new tasks on the fly. The fastest, most natural way to support this was through a chat-style interface. Users also told us they preferred quick AI-generated summaries of completed workflows—so instead of digging through every step, they could instantly understand what had happened and what needed attention.
Associated Mobile App
Associated Mobile App
Facilitating on-site data collection through the mobile app
Facilitating on-site data collection through the mobile app
I developed a full mobile application experience that integrates with the workflow engine and prompts operators for manual field data collection tasks.
I developed a full mobile application experience that integrates with the workflow engine and prompts operators for manual field data collection tasks.
Coming Soon