Review how work is currently planned, scheduled, delivered, evidenced and reported across internal teams, contractors, depots, field engineers and back-office operations.
Map the end-to-end work order lifecycle, from request intake and triage through to scheduling, mobile completion, evidence capture, certification and operational closure.
Identify contractor access needs, compliance checkpoints, audit evidence, certification requirements, permissions, approvals and controls that need to be designed into the operating model.
Assess the core data needed for field service delivery, including asset records, locations, meters, customer requests, supplier activity, service history and operational reference data.
Define the systems, reporting outputs, Power BI dashboards, ERP touchpoints, customer platforms and data exchange requirements that need to support connected operations.
Translate business processes into a practical Dynamics 365 Field Service, Customer Engagement, Power Platform and reporting architecture that supports your delivery priorities.
Produce a clear post-workshop direction covering project scope, priority workstreams, delivery sequence, assumptions, risks and recommended next steps for implementation planning.
The discovery workshop is designed to help gas infrastructure owner operators move from broad ambition to a structured transformation plan. It creates a shared understanding of current processes, operational constraints, system dependencies, reporting requirements and the practical outcomes expected from a Dynamics 365-based solution.
Rather than beginning with software configuration, the workshop starts with how the business actually works. This helps define the right scope, identify risk early, align stakeholders and shape a delivery roadmap that can support field service, contractor management, asset visibility, compliance, customer operations and management reporting.
Use the discovery workshop to clarify priorities, define scope, expose risks and create a practical roadmap for your gas utility field service and operational transformation.
Regulated utilities face mounting pressure to balance operational efficiency with stringent compliance requirements, demanding a strategic approach to field service management.
Many regulated utilities view asset records management as primarily a compliance exercise, but accurate data is crucial for efficient field operations and proactive maintenance; this article explores how connected records improve visibility and control.
Increasing regulatory scrutiny demands utilities demonstrate robust contractor management processes, ensuring safety and compliance across field operations. This article explores how connected systems streamline documentation and oversight.
