Case Study: WBI Energy streamlines field data collection with GoFormz

Utilizes the Smartsheet integration for real-time access to data in the field on mobile devices

WBI Energy, a pipeline engineering company operating under strict DOT, PHMSA, and FERC requirements, was struggling with large piles of paper forms, inconsistent third-party inspection data, and delays in reviewing field information. The team needed a digital form process that could work offline, mirror their existing printable forms, and integrate with Smartsheet, which led them to GoFormz.

GoFormz implemented mobile digital forms with Smartsheet integration, real-time syncing, geotagging/GPS, and template versioning, giving WBI Energy instant access to field data, photos, PDFs, and linked source records. The result was faster reviews, better accuracy, and earlier error detection in the field; WBI Energy has completed over 4,000 forms with GoFormz and says it has saved significant time while helping catch problems before pipe is installed.

WBI Energy

Alex Palmer

Senior Project Planner