Case Study: Canadian Oil & Gas Service Company achieves scalable automation and significant time savings with FlowForma Process Automation

Enabling a New Phase of Growth

Canadian Oil and Gas Service Company, a provider of equipment, field services and custom engineering with ten offices across Canada, needed to scale after an ownership transition but relied on manual Excel- and email-based processes that were slow and error-prone. To avoid expanding headcount they chose FlowForma Process Automation as a no-code solution that fit their Microsoft 365 environment and could be adopted quickly.

FlowForma implemented automated workflows—starting with a Non-Compliance Reporting pilot and then HR Onboarding/Offboarding, Performance Management and an Invoice Support Repository/EDI automation—integrating with Power BI for analytics. The result: faster process development, better audit traceability, cultural buy-in from stakeholders and measurable time savings (Permit to Dig 403 hours, Survey Request 150 hours, PO Request 600 hours), demonstrating clear efficiency gains driven by FlowForma.