FlowForma > Case Studies > Creating an Environment for Excellence

Creating an Environment for Excellence

Customer Company Size

Mid-size Company

Region

America

Country

Canada

Product

FlowForma Process Automation

Tech Stack

Microsoft Excel
SharePoint
Power BI

Implementation Scale

Enterprise-wide Deployment

Impact Metrics

Productivity Improvements
Cost Savings

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Oil & Gas

Applicable Functions

Human Resources

Use Cases

Personnel Tracking & Monitoring

Services

System Integration
Software Design & Engineering Services

About The Customer

Morgan Construction and Environmental Ltd. is an oilfield construction company based out of Edmonton, Alberta, with branches across the province. The company prides itself on delivering excellence and upholding the utmost workplace safety. The core of their business lies in their employees and contractors. Due to the nature of their business, the company has a high volume of these individuals being onboarded to work on contracts across the various oilfield sites they serve. The company has over 200 employees.

The Challenge

Morgan Construction, an oilfield construction company, was facing challenges with their employee onboarding process. The company relied on a shared Microsoft Excel spreadsheet to manage and track the onboarding progress of employees. This method was time-consuming, susceptible to human error, and was no longer an efficient tool considering the volume of individuals that were being onboarded at a time. The spreadsheet could not show the team up-to-date reporting nor could it efficiently organize the 200+ employees tracked in the spreadsheet. The team needed a solution for providing timely and accurate reports to executives and client sites to ensure they were kept up-to-date on the status of when employees and contractors would be available for the next job.

The Solution

Morgan Construction used FlowForma Process Automation as a workflow solution that organized the onboarding process, reduced the likelihood of human errors, and allowed for automated, accurate progress reporting. Pontem Innovations worked closely with the Field Recruitment Supervisor and members of the team to develop a customized solution with the use of FlowForma Process Automation. By using FlowForma Process Automation as the basis for the digital workflow, Pontem Innovations could tailor the tool to meet the specific needs of the business requirements – particularly the automation of the process that allowed the HR team to no longer manually update documents, track progress status through one shared Excel, nor email documents back and forth.

Operational Impact

Morgan Construction now have a digital workflow up and running – using a digital form from FlowForma Process Automation dedicated to each employee being onboarded and having it automate into Power BI to provide reporting for stakeholders.
The recruiting team can use these forms in SharePoint to stay up-to-date and organized with digital task lists for each employee and receive automated notifications.
Stakeholders are able to get easy-to-digest, customized report pages for high-level executive updates, detailed reports to site, and historical analysis.
These reports allow any person in the organization to see up-to-date key metrics and the statuses of new hires through either desktops or mobile devices.

Quantitative Benefit

The team at Morgan Construction is now better organized, has more control to prevent manual error, and is able to see results and reports in a timely manner with the most accurate results.
This has saved a significant amount of time, allowing Morgan Construction to scale their business without the need to add new positions.