ERP Implementation2 min read
ERP Implementation Team: Roles and Responsibilities
Who you need on an ERP implementation team: sponsor, project lead, key users, data owner, consultants and developers, with realistic time commitments.
Industry · Energy & Resources
Oil and gas ERP for service companies and distributors
Major producers run specialised enterprise platforms. The many service companies, equipment renters, fabricators and fuel distributors around them need something more practical: field tickets turned into invoices quickly, equipment tracked across sites, maintenance done on time and safety documentation always available.
- M01Field Service
- M02Inventory (Serials)
- M03Maintenance
- M04Sales
- M05Accounting
- M06Projects
Context
ERP in oil & gas
We focus on those mid-sized operations, where speed of billing and asset control directly affect cash flow.
01Operational challenges
What usually breaks before the ERP project starts
01
Field ticket delays
Paper tickets take weeks to reach billing.
02
Equipment visibility
Tools and equipment spread across wellsites without tracking.
03
HSE documentation
Safety certifications and inspections scattered.
04
Bulk fuel inventory
Tank levels, deliveries and losses hard to reconcile.
02Core flows
How the ERP should handle each part of the business
- Sales flow
- Job quotes, master service agreements and price books; field tickets approved by customers and invoiced.
- Procurement
- Parts, consumables and fuel purchased; equipment rented in.
- Inventory
- Serialised tools and equipment; bulk fuel in tanks; consumables.
- Warehouse
- Yards and staging areas; transfers to field locations.
- Accounting
- Job costing, equipment depreciation and AFE-style customer billing references.
- CRM
- Operator relationships and MSA management.
03Industry workflows
Workflows specific to oil & gas
01
Digital field tickets
Crews record services, equipment and materials on mobile; customer signs; invoice generated.
02
Equipment certification
Inspection and certification dates tracked per serial.
03
Fuel reconciliation
Tank readings reconciled against deliveries and sales.
04
Job costing
Labour, equipment and materials charged to jobs.
04 — Reporting
Reports that should come out of the system, not a spreadsheet
- Days from field ticket to invoice
- Equipment utilisation and location
- Job margin by customer
- Certification compliance
- Fuel variance by tank
- Safety incident tracking
05 — Compliance
Compliance considerations
HSE requirements, equipment inspection standards, environmental reporting and transport regulations for hazardous materials. Store certifications and incident records against assets and jobs.
Regulatory requirements vary by jurisdiction. We configure the system to support your obligations; confirm specific rules with your auditor or compliance advisor.
06 — Integrations
Systems the ERP needs to talk to
Customer e-invoicing portals, telematics, tank monitoring and payroll are typical integrations.
07AI opportunities
Where AI is genuinely useful here
Practical uses that sit on top of clean ERP data. None of them replace getting the core transactions right first.
01
Field ticket digitisation
Read scanned tickets during transition to mobile.
02
Inspection report capture
Extract inspection results into asset records.
03
Invoice dispute summaries
Summarise customer disputes with supporting data.
08ERP modules
Modules a typical deployment includes
- M01Field Service
- M02Inventory (Serials)
- M03Maintenance
- M04Sales
- M05Accounting
- M06Projects
- M07HR
- M08Documents
09Roadmap
Implementation roadmap
- 01
Price books and customers
MSAs and pricing configured.
- 02
Field tickets
Mobile capture to invoice.
- 03
Assets and maintenance
Equipment tracking and certification.
- 04
Fuel and HSE
Bulk inventory and safety records.
10Common mistakes
Mistakes we see repeatedly
01
Keeping paper tickets
Mobile tickets shorten billing cycles.
02
Untracked equipment
Serial tracking prevents loss.
03
Generic pricing
Customer-specific price books are essential.
04
HSE outside the system
Link safety records to assets and staff.
Explore further
Related services, solutions and platforms
Insights
Related reading
ERP Implementation2 min read
ERP User Adoption: Training That Actually Works
Why ERP adoption fails and how to fix it: role-based training, key users, floor-level sessions, quick reference guides, and measuring adoption after go-live.
ERP Implementation3 min read
How to Choose an ERP Consultant (and Avoid a Bad One)
How to compare ERP consultants and implementation partners: references, delivery model, pricing, contract terms and questions that expose weak firms.
FAQ
Frequently asked questions
Can crews complete tickets offline?
Mobile apps with offline capability sync when connectivity returns.
Can we submit invoices to customer portals?
Integration with customer e-invoicing portals can be built where supported.
Can we track equipment certifications?
Yes, with inspection dates and documents per asset.
Similar industries
Industries with related workflows
Renewable EnergyERP for renewable developers, EPCs and O&M providers: projects, assets, maintenance and contracts.SolarERP for solar installers and EPCs: lead-to-install, system design BOMs, panel serials, permits and service.AgricultureERP for farms, agribusiness and processors: crops or livestock costs, inputs, harvest lots and sales.
Next step
Field tickets slowing your cash flow?
We will show ticket-to-invoice in days, not weeks.