Case Study: a Canadian oil and gas services company scales operations with FlowForma process automation

How a Canadian Oil & Gas Firm Scaled Without Adding Headcount

A Canadian oil and gas services company faced a challenge to scale its operations efficiently following an ownership transition across its ten offices. The choice was to either hire more staff or automate its manual, Excel-and-email-based processes. The company chose to partner with FlowForma and implemented its FlowForma Process Automation tool to reduce human error and provide a platform for growth without adding headcount.

FlowForma's no-code solution integrated seamlessly with the existing Microsoft 365 environment, allowing stakeholders to design their own automated workflows. This resulted in four live processes across operations, engineering, HR, and finance, including non-compliance reporting and an invoice support repository. The solution delivered tangible benefits such as significant time savings, built-in traceability for audits, and a highly scalable platform for future process automation, enabling a new phase of growth for the company.