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Managing Energy Operations &
Safety Processes “End-to-End”

Looking for a way to replace paper forms and spreadsheets?
Looking for ONE solution for both Safety and Operations?
You’ve found it. Cosmos Forms.

You’ve got Field Workers who need an easy to use solution for all of their forms.
You’ve got Office/Plant Workers who need to dispatch, review and analyze forms.
You’ve got other Business Systems you need to connect with.
You’ve got Customers and Partners who need to be updated along the way.
And now, you’ve got Cosmos Forms!

 

Energy companies face unique challenges in their drive to digital transformation. According to McKinsey & Company¹, some of the challenges include:

Physical Operations

The energy business is sensitive to the laws of physics—whether the geophysics of an oil and gas reservoir, quantum physics of solar power, fluid dynamics of wind, thermodynamics of fossil power, or electromagnetics of power transmission. Moreover, it is embodied in heavy capital such as power plants, offshore platforms, or LNG terminals or pipelines. This physicality makes energy operations, and therefore profit generation, fundamentally difficult. In energy, digital applications must contend with the laws of nature and be done in a way that safeguards asset health and frontline capability. And proposed technology investments must meet a high bar of proof that they are worthy of integrating into these difficult operations.

Health and safety risk

Energy is a powerful commodity: it supports our everyday lives, but without care, it is potentially dangerous. The industry pays enormous attention to safety, but incidents still occur—sometimes deadly, such as the Deepwater Horizon and San Bruno explosions. Given the inherent risks, energy companies must navigate a web of regulations, which span every level of government. For example, local rules about land use; state rules about water, safety, energy mix, or consumer service requirements; federal rules about interstate projects and operations; even international treaties governing the energy trade. As a result of living under regulatory scrutiny for more than a century, energy companies are averse to risk and try to control for it through detailed and rigorous processes. This makes them slow to change.

Engineer-driven culture

In a physically oriented, highly regulated sector, the engineer is king. Oil and gas and power companies are dominated by current and former engineers who have risen to the executive ranks. As such, these organizations are enmeshed in an engineering mindset: a love of large, comprehensive projects, a premium on finding the perfect solution up front, detailed planning to the highest degree, and a preference for rigorous analysis and process over fast judgments and flexibility.

Heavy dependence on third parties

The work of energy companies depends on an extensive and fragmented supply chain. Industries such as airlines and automotive also depend on a complex supply base, but the energy industry puts supplier collaboration at the heart of operations. For example, a shale play requires a huge cascade of parties—owner companies that provide funding and regulatory engagement, third parties that drill, others that haul water and sand, others that build surface facilities, and others that integrate all these activities—just to produce a barrel of oil.

Long careers, narrow exposure

Many energy executives have been at the same company for at least 30 years—unusual for today—rising through the ranks by running a well-worn playbook. Such discipline makes sense given the complexities of managing a business that is physical, high risk, highly engineered, and fragmented. These people were rewarded not on innovation but on caution and following tradition and are thus more practiced at surviving business cycles than driving sustained change.

Global operations

Energy companies go where the resources are. Often, this requires companies to span remarkably diverse regions: from Texas to Angola, California to India, Germany to Indonesia, the Persian Gulf to China. The legal and operating environments in these regions vary dramatically—even relatively simple things such as internet connectivity cannot be taken for granted. Some governments are content to let markets be, others use energy investments to promote national development. Labor forces vary in capability, reliability, size, and cost. Supply chains vary in maturity. And legal recourse runs the gamut from impartial courts to relying on knowing the right people.

Although no technology solution can solve every one of these challenges, Cosmos Forms addresses many:

Our solution works the same for employees or third-party contractors

You can give contractors access to Cosmos Forms without the need to have them access your other business systems. This means that everyone involved in your business can use the same process.

Automated communications keep everyone updated

Automatically send emails with attached reports to customers, partners, contractors or employees upon form completion or a specified step in process.

Integrated Equipment and Asset Management are key components

Record and track your assets from acquisition through disposition in real time. Capture all inspection and maintenance activities (online or offline) using QR code quick entry. See last inspection details when entering a new inspection and track maintenance and corrective actions across the organization.  Use a mobile form to capture vehicle and equipment movements. Always know what equipment is at the site.

One of our strengths is to streamline HSE processes

By adopting an integrated suite of digital solutions, the amount of time focused on collecting data and collating it to make it useful is significantly reduced.  Onboard new workers, track worker certifications and competencies in the field where it matters. This means that HSE teams and leaders can focus on building an engaged workplace safety culture rather than the collection and summarization of data.

Our solutions have proven themselves

Cosmos Forms is in use in many industries – industrial maintenance/repair operations for producers, oil field services and manufacturing to name a few.  It is an integral part of complex global manufacturing operations where it is used for safety, quality, and the manufacturing process itself.  We help organizations meet their ISO 9001, ISO 14001, and ISO 45001 requirements.  Although simple to use and maintain, Cosmos Forms is powerful and flexible.

We use Microsoft Cloud technology

This means that it performs the same everywhere in the world. It also means that we scale ‘instantly’ to handle any volume so that you will see no performance lags. The combination of Cosmos Forms solutions built on the Microsoft Cloud and Power Platform technologies gives our customers the flexibility to integrate with existing business systems, automate any process, and track any data.

Cosmos Insights is a powerful reporting and analytics solution

Collecting data can be done many ways – bringing it all together in a comprehensive suite of standard reports together with empowering our customers to easily modify and extend the reporting is unique to Cosmos Insights.  We give our customers the power to turn data into insights, and insights into actions.

So how do you make your Digital Transformation successful?

McKinsey recommends “Don’t just create tools – transform whole workflows” .
Cosmos Forms is dedicated to forms and processes and actions.  It isn’t about just digitizing a form; it is about transforming the entire process with easy to use and manage solutions.
Another recommendation “Don’t execute the transformation in one big bang – take bite-sized actions”.
Cosmos Forms solutions are focused on exactly this.  It is architected in a way that allows you to start with one process or area, gain some traction and confidence and then expand.  For example, start with your Field Services processes – a handful of key ones, train your teams, and then add more and more.  Cosmos Forms is a solution for safety, audits and quality inspections, maintenance operations,  management of change, training tracking, worker onboarding, competency tracking and more.
Cosmos Forms can help make your digital transformation a success – ONE solution for all your safety and operations processes. 

 

¹https://www.mckinsey.com/industries/oil-and-gas/our-insights/digital-transformation-in-energy-achieving-escape-velocity

See a Hazard Assessment Form in the video below:

See an overview of Cosmos Insights in the video below:

Beyond Data Collection

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    Create, assign and track all actions through to completion (maintenance, corrective, preventative etc.).

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    Send forms and actions device to device or work from your desktop with the web client.

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    Automate communications within the plant/office and externally to customers and suppliers.

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    Cosmos Insights helps you to understand performance and compliance leading to better decisions.

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    Cosmos Operations manages master data, Worker Certificates & Training and Operations

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    Manage all of your operations – Inspections, Audits, Quality, Safety, Employee and Contractor Onboarding, Asset Management.

Why Cosmos Forms?

  • Our years of experience is reflected in our products.  We understand your challenges and know how to help you solve them.

  • Get instant value. With our library of forms and our easy to use Designer and app, you can get up and running within days. Yes days – not weeks, not months.

  • Cosmos Insights is business changing. See the trends or drill down to the details and make better decisions.

  • We are the only ones with ACTIVE USER pricing – you can deploy Cosmos Forms App to every employee and contractor but only pay when they use the App.

  • Our Forms are NO CODE (really!) – your business team creates, updates and publishes your forms. No developers needed.

  • Our consulting goal is to stop consulting – we want you to be self-sufficient.

What Our Customers Say

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“Prior to using Cosmos Forms when we did monthly Employee Safety Performance meetings they were kind of useless because the supervisor had no visibility into the employee’s efforts around safety. Now with Cosmos Forms and Cosmos Insights the supervisor can call up the individual employee, see all the in-progress and completed safety forms as well as all the assigned actions for that employee, what has been completed, and what actions are overdue. It has made the monthly reviews much more meaningful and impactful for both the supervisor and the employee.”
HSE Administrator
“The mandate from our executives was get ROI fast! We have all experienced tech projects that after 18 months are still not being used, let alone providing value.  With Cosmos Forms within 3 days of signing up, we deployed our first 3 digital forms and associated processes to over 100 remote workers. Using Cosmos Insights, we knew a) what forms were being completed b) what forms were not being completed and c) what actions were outstanding.”
Lead, Digital Optimization
"Using Cosmos Forms for our unit inspections has made a huge impact on our business. Our paper forms were not consistent across properties or managers, paper forms would get lost and tracking maintenance actions was all but impossible. Cosmos Forms has enabled us to standardize on forms across managers and properties and ensure we capture the required information, including photos and signatures and we can now track when inspections are done."
Regional Property Manager

Safety and Operations..... Better Together.

Get started with Cosmos Forms today!

Request a Demo

Got Questions?

Contact us: [email protected]

Email: info@cosmosforms.com

Calgary Head Office
Suite 300, 160 Quarry Park Blvd SE
Calgary, AB Canada T2C 3G3

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