The Job Planner’s Story: The Oil Field Services Industry encompasses many aspects of the maintenance of operations in the Oil and Gas Upstream production. Planning for maintenance services in the Oil Field such as well-cleaning and coil-tubing work requires real-time data regarding the specialized equipment needed for the service or job. It is the role of the Job Planner to gather the requirements for the requested service, identify the service activities per the contract with the client, create a job order for the service, determine the equipment requirements for the job and schedule those items to be assigned to that job as per the requested service dates. One of the major tasks of the planner is to determine the availability of the equipment for the job and make the assignments that will provide effective utilization of the company’s equipment assets. The job planner looks at the current and planned activities for the necessary equipment as well as any planned maintenance. Once availability is checked and the equipment is assigned, the job planner processes the equipment mobilization in the form of a transportation order which (in the system) moves the equipment into a consignment status to designate that it is on the job at the designated customer location. As a job planner, it would be helpful to have an app that provided a list of the requested service jobs with the capability to select the equipment type required based on a planning board view showing current location, status and maintenance scheduling for each of the individual pieces of equipment required for the service job. The planner could then select the available item and reserve it for the job. This app could also be used to allow job date changes to coordinate with equipment availability, service type changes, and view current status and utilization of equipment.

Point of View Statement Nick, the Job Planner needs a way to view equipment availability including both the current utilization and the maintenance inspection schedule so that he can effectively manage the scheduling and mobilization of the equipment for the service jobs.

“ I like to be able to tell our customers

exactly when their job can be scheduled.

They need to know we’ll be there when

they need us.”

30, single. Joined this Oil Field Service company after obtaining

college degree in Oil & Gas Engineering.

I have in-depth knowledge of our rigs, their capabilities and

components to match the service job requirements.

Very focused. I have multiple service jobs occurring simultaneously

that need my oversight.

Customer Well Managers and On-site Representatives, Procurement

Department, Our Company’s Project Managers, Tool Pushers and

Maintenance Manager

• I am the main contact for our Customers requesting Oil Field well

services

• I manage Service Order releases from Contracts and the

subsequent transportation orders for equipment.

• I schedule and mobilize equipment for the service jobs to ensure

the right rig goes to the job.

• I track our Equipment and maximize utilization .

• I work with the Maintenance Manager for planning equipment.

• I procure supplies and transfer them to the job.

• I track job progress and resolve issues.

• I need a real-time planning board for our equipment that includes

maintenance scheduling.

• I need a simplified method for Equipment selection and mobilization

to a job.

• I need the ability to check availability of equipment as I’m working

with the costumer discussing service needs.

• Simplify the decision process for assigning equipment to a service job.

• Coordinate equipment utilization with maintenance repair and inspection

scheduling.

• Maximize utilization of our equipment and reduce downtime.

• Maintain good customer relations by having the information readily

available when a service request comes in.

• Reduce (eliminate) scheduling errors or bottlenecks.

• The equipment mobilization process requires multiple, unlinked data

processes.

• Lack of a simple, easily accessible planning view for equipment causes

delays

• Lack of real-time maintenance schedule integration with operations

planning schedule.

• No system data link between the job number and the transportation order.

Nick

Paste a photo

Job Planner

COMPETENCIES Casual User X Power User

Proactive X Reactive

Work in Team X Lone Fighter

Global Focus X Local Focus

Innovative X Conservative

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 1Public

Oil Field Service – Job Planner User Experience Journey for Equipment Mobilization

Current User Experience Journey

Mindset

Actions

Touch points

Duration of the Journey: 40 min

Alright! A customer

is calling about a

service request

What does his Project

agreement list as

contracted services

I know what service

he needs. I need to

create a release.

He wants to know

how soon we can

be there

What equipment is

needed?

I need to check

dates with the

customer

What was that

service order

number?

Wish I knew while I

had him on the line

before.

Need to assign

the equipment to

the job

Search for the

Project ID

Create the Job

Order

Determine dates

available for the

service

Determine which rig

needed for the job

and it’s availability

Add service order

number to transport

order

Call the customer

with proposed

service dates

Create the

Equipment Order

Mobilization

Talking with the

customer

Maintenance

Schedule reportReview results

and select Project

Equipment location

report

Phone and Computer Phone call to

customer

Create transport

order for job

equipment

Make note of Order

number for later use

Computer

Use Search transaction

Tell customer I need

to check some

scheduling details.

Equipment

Availability?

Phone and Computer

Create work order

transaction

Computer

Job scheduled -

Update the service

order dates

MOCK-UP

Note: This is the Mock-up from the Original Design created in Splash/Build. Please refer to the Screenshots section below for the actual App Developed in the WebIDE Oil Field Services – Equipment Mobilization App 1. Search for and select the open WBS document that needs equipment assigned. 2. View the details of the WBS. - click active link for full comments (if on phone)

2. View the equipment availability of your Equipment (rigs).

- Select item 1 to create the order - Click ‘Create Order’ - Click ‘Return’

3. View contact Information for the Customer - Click active links to email or call

SCREENSHOTS

OFS (Oil Field Services) Equipment Mobilization Finding and Reviewing WBS Release Orders – (View existing WBS mobilization orders) 1. Search for the WBS using Customer Name.

a. The initial screen displays WBS releases against a Service Project for Oil Field Services.

b. The detail view contains an Icon Tab Bar with 3 Tab Filters for: Details, Equipment, and Contact.

c. The dates are formatted with a new Date function in the formatter.js file

2. Click the Details Icon to display a Table List of the Equipment Mobilization Consignment Orders that have been

created for the selected WBS. 3. Navigate to Mobilization Order Details with line select to view the details of the Order.

a. This is a new View with

new Navigation routes.

b. The data is stored as a

new EntityType in the EDMX

with navigational link to the WBS.

SCREENSHOTS

Selecting the WBS for Equipment Mobilization 1. Select the WBS you need to process for Equipment Mobilization. a. In this case, there are no orders - no equipment has been assigned. 2. Click the Equipment Icon Filter to view Equipment Availability.

a. The Availability Table shows WBS assignments and Maintenance orders to help determine when the

item will be available.

b. The Status column shows item availability with a new Function that sets the Status State Color.

3. Select the available item and Navigate to the New View, “Create Mobilization Order”.

SCREENSHOTS

Reviewing and Confirming the New Mobilization Order

1. Review the Order Details

a. Input Fields allow changes to Ship Date, Quantity, Plant and Storage Location

2. Select a Button to “Create Order” or to “Return” and select a different item.

3. View the WBS Details to see the new order listed AND the Equipment List to see the Mobilization Assignment.

SCREENSHOTS

Customer Contact Information

1. Select the Contact Icon to view the Customer Contact Details

a. Active Links exist for the Website and Email.

b. Did you check the notes?

Here are some screenshots when rendered in Phone/Mobile size.