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World Coal,

Workflow process management

Improving operations to optimise all resources available is perhaps one of the most important factors of implementing a digital solution. Everyday tasks such as scheduling or ticketing are all elements that can be automated to create a more efficient workflow for field operations. Original technological advancements were only applicable to individual elements of a process. For example, dispatching orders like equipment requests through an electronic approach but not taking into consideration the other factors, like personnel also needing to be dispatched.

This approach was and is not advanced enough to understand rela-tionships between resources that allow for optimal planning and utilisa-tion. An optimal solution is not only aware of these associations, but also has the information at hand as to their readiness level, availability, current location, and other factors. With all of this elemental infor-mation in the same place, operations managers are able to plan accord-ingly with the full picture of who, what, when and where. Additionally, allowing for future projects, maintenance, and other resource require-ments to be optimised fully for an efficient and effective work-flow.

Adaptable procedures

The appropriate solutions have opportunities for best practices to be implemented, yet must also allow for adaptability in operations, especially in remote environments. Field personnel need constant access to real-time data in order to perform their jobs to the best of their ability. Especially in an industry where an Internet connection can be spotty, communication lines need to be open for full optimisation of resources and efficiency. Tools and technologies that streamline the workflow are important enablers for the required processes. Some solutions for proper field service software include:

Data access

Field personnel require full access to real-time data, even if the back-office is closed. Without this information, they cannot execute their jobs and operations efficiently and effectively. This could include anything from adding line items or requesting equipment. Current and accurate information allows for better coordination with all team members and minimises delays and costs overall.


Pen communication and collaboration are key in order for both field personnel and back-office to be on the same page. From adding notes to requesting back-office support, the collaboration capabilities of a mobile field operations platform are crucial for continued efficiency in the field.


A solution with an open application programming interface makes integration with other platforms and electronic systems easy and seamless. This keeps operations moving smoothly, especially across teams.

Excess information availability

Often companies have additional documentation or requirements for their industry or organisation. This ‘paperwork’ could be anything from safety assessments to logging information. An electronic solution can and should be easily customised for incorporating this additional information in an easy to access place.

Practical interpretation

Effective interpretation and analysis are crucial for optimising field operations. Measuring production details or creating and generating custom reports based on data collection helps to understand important facets of companies, their personnel, and workflow processes. This information can contribute to a company’s success moving forward. Practical interpretation can be influence by:

  • Measurement: with the many demands field personnel have regarding daily processes, data is continually being collected, yet some organisations don’t understand the full picture of what is taking place during operations. For example, a job may have been performed, yet the details involved in the job are not included in the data, such as start/stop times and equipment involved.
  • Reporting: robust reporting mechanisms are incredibly important in order to pull specific information and details at any given time. With solutions providing proper access, companies are able to take a look at any and all factors of their company in real-time and make changes as needed.
  • Availability: reporting should be available to appropriate personnel and a web-based solution allows for wide distribution as needed. This could include providing workers in remote environments the tools and technology necessary for receiving the reports via notifications, emails, or an alert system.


When it comes to technology in field operations, there are lots of factors to consider for making proper improvements and advancements.

Updated tools successfully implemented into the workflow will have a great impact on the accomplishments teams can achieve, improving workflow processes, productivity, and industry analytics. Leaders can utilise these factors in order to leverage themselves with the necessary tools for overall success.

Part one of this article is available to read here.

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