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Case Study

Implementing a CMMS in an oil and gas environment

oil and gas operations

Advisian helped to guide the overall implementation and roll-out of newly selected CMMS software in hopes of avoiding the problems previously experienced when the company attempted the installation on their own.

The Situation

Our client is a midsized, independent Oil & Gas exploration and production company with operations throughout the United States. During the prior year, the company purchased a basic CMMS and tried to implement it themselves. After pursuing the effort for approximately six months, it became readily apparent to them that they had unsuccessfully set up the software. It had failed to deliver the desired results, and they had basically put themselves “into a hole” with regard to its overall operation.


We worked with our client to identify and separate their needs from their wants and to match the capabilities of the software packages to those requirements. A package was selected, purchased and installed by the client.

We then helped to guide the overall implementation and roll-out of the software in hopes of avoiding the problems previously experienced. We began the effort by developing asset inventory sheets and using the Lease Operators to begin collecting equipment specification information from each well site. Equipment descriptions, model numbers, serial numbers and other pertinent information were collected for each of the 2,000 well sites.

At the same time, similar asset inventory efforts were undertaken for the service vehicles, water hauling vehicles, water treatment facilities, injection wells, compressor stations and other company-related equipment.

In preparation for loading the information into the software, equipment numbering schemes were developed, as well as equipment hierarchies, to facilitate reporting and costing analysis. Operating software parameters and codes were identified and developed, including craft identification, equipment classification, work order codes and a work order priority system. All of the codes and collected equipment information were then added to the software.

In preparation for site-wide rollout, the laptops used by the 100-plus Lease Operators were modified to allow for Wi-Fi access  in the field. Each operator was trained on the developed process for initiating work orders for their equipment and ways in which they could review the work order backlog.

Once all the requirements were addressed and the training was delivered, the site went live across all 50 Lease Operator routes.


Within four months of the go-live launch, the Maintenance Department was effectively using the software to manage work requirements for over 9,500 assets. This included managing work orders and preventive maintenance inspections for the equipment and using the information to effectively schedule more than 25 mechanics on a daily basis.

Reports were developed and implemented for the Maintenance Department management to review the effectiveness of their workforce and to better understand the amount of available work for the crews. Equipment histories are being developed for each of the assets that contain repair and cost information. This information allows the management group to identify problematic equipment and to develop plans for effectively addressing repetitive issues.