Case study · Energy services
Field-ticket intelligence with supervisor gates intact
Mid-market oilfield services operator · Houston / Gulf Coast corridor
Primary metric: exception rate on ticket-to-invoice path · Results under NDA
- Industry
- Energy services
- Horizon
- 90-day production pilot
- Systems
- Field forms, shared docs, ERP coding queue, email
- Primary metric
- Exception rate · NDA
Situation
A Gulf Coast oilfield services company was burning coordinator and supervisor time on incomplete field tickets, inconsistent job coding, and rework loops between field, ops, and billing. Volume wasn’t the only problem—exception handling was.
Constraint
Messy historical templates. Mixed PDF and photo inputs. No appetite for an ERP rip-and-replace. Supervisors required sign-off. Leadership wanted measurable relief inside a quarter, not a multi-year data program.
What we shipped
- Week-one baseline on exception categories and cycle time
- Redesigned intake-to-review workflow with clearer required fields and exception taxonomy
- Document intelligence to extract and flag missing elements before billing handoff
- Review queue for supervisors with audit trail
- Weekly metric readout tied to the SOW
Controls / human-in-the-loop
No auto-posting to invoice without human confirmation on flagged high-risk mismatches. Role-based access. Reviewer override path documented. Model outputs treated as assist—not authority.
Results
Under NDA until client-approved. Primary metric: exception rate on the ticket-to-invoice path, baselined in week one and compared at pilot close with ops leadership. Secondary: hours returned to coordinators in scope. Methodology and controls are public; numeric claims are not fabricated for marketing.
What we refused to do
- Fully autonomous coding without supervisor gates
- Boiling-the-ocean “all documents enterprise-wide” scope in phase one
- Seat rollout of a generic assistant with no workflow redesign
Run a similar pilot
Tell us where cost, throughput, or labor is stuck. We’ll tell you if a 2–4 week assessment is the right next step—or if it isn’t.