Case Study: San Diego Gas & Electric achieves SOX-compliant invoicing and rapid invoice retrieval with AssetWorks FleetFocus

How San Diego Gas & Electric Streamlined Invoicing and SOX Compliance

San Diego Gas & Electric (SDG&E), a regulated utility serving 3.6 million customers and operating a fleet of over 2,000 units across 12 maintenance locations, faced invoicing and Sarbanes-Oxley (SOX) compliance challenges. Their prior Excel-based, decentralized process left approval records vulnerable to alteration and made locating invoices across garages slow—sometimes taking hours or days—while auditors required strict separation of submission and approval roles.

SDG&E implemented AssetWorks FleetFocus with a custom Invoice Approval module and Unit Attachment Query, using role-based access, non-editable attachments, advanced search and instant notifications. The result: invoices and attachments can be located in seconds, document retention is streamlined, vendor payments process faster (managing roughly 1,000 invoices/month), and SDG&E achieved stronger SOX compliance and overall operational efficiency by consolidating invoicing and fleet management into one auditable system.

San Diego Gas & Electric

Michal Swartz

Fleet Continuous Improvement Project Manager