Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
One Invoice. Three Partners. No Spreadsheet.
A drilling bill for a three-partner well posts whole until someone splits it by hand. The same meter reading is two financial values until temperature, pressure and BS&W are applied. Owner payments that do not tie to a decimal interest arrive back as disputes.
How we solve it
Finance & Operations with EnergyFlow 365: JIB splits joint costs from the current interest deck under COPAS; Flow corrects production to API MPMS and posts valued volume; Land & Royalty pays every owner from the DOI deck with suspense, severance tax and 1099s. A unit of production moves from the meter to the partner bill to the owner payment without re-entry.
What you get
Joint interest billing with AFE approval and COPAS overhead
API MPMS-corrected production valuation, gain/loss flagged before the books
DOI decks, suspense with aging, severance tax and 1099 per owner
Partner AR reconciles to the source invoice to the cent
Our approach
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Oil & Gas programmes typically run on Dynamics 365 Finance & Operations, Azure, Data & Integration, Power Platform & Power BI, with EnergyFlow 365, LeasingFlow 365, DisbursementFlow 365, PayrollFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Oil & Gas?
Dynamics 365 Finance & Operations, Azure, Data & Integration, Power Platform & Power BI. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Oil & Gas?
EnergyFlow 365, LeasingFlow 365, DisbursementFlow 365, PayrollFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.