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B2B SaaS

How to Empower Heavy-Industry Field Teams with High-Precision Digital Work Packs?

Role Lead UX Designer & Product Strategist
Duration 6 months
Tools
Figma Miro Azure DevOps
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The Client

Modernizing Internal Ecosystems for a Global Tech Leader

Evergreen Resources is a global technology pioneer providing digital solutions to the oil & gas, renewables, and heavy infrastructure industries. Despite their external innovation, internal operations were hindered by siloed, legacy systems across 80 countries. I led the digital transformation to consolidate complex field operations including drilling, asset management, and maintenance into a unified, real-time interface for their 64,000+ global employees.

Industrial modern facility architecture
Problem Definition

Understanding the Challenge

Defining the problem space and opportunity for innovation

Context

In an increasingly complex operational environment, field crews are required to execute hundreds of critical maintenance steps per shift across high-pressure valves, pumps, and rig equipment with zero margin for procedural error.

The Problem

Physical paperwork binders and disconnected legacy tools led to severe synchronization lag, missing signatures, compliance non-conformance, and expensive non-productive downtime (NPT) during critical rig handovers.

Our Goal

Engineer a ruggedized, step-by-step digital guidance system that simplifies complex engineering specifications into fail-safe, verifiable interactive milestones tailored for touchscreens in harsh outdoor light.

Purpose

Bridge the critical gap between back-office engineering planners and frontline field engineers with real-time operational feedback, full offline capability, and automated compliance tracking across 14 global operating hubs.

Research

Research Findings

Deep insights gathered through multiple field inquiries and contextual mapping

The Existing App

Comprehensive field observation, contextual inquiries, and user journey mapping across 14 operational bases revealed severe friction with the legacy interface. Technicians were overwhelmed by multi-nested menus, tiny touch targets unsuited for gloved operation, and catastrophic data loss whenever network signal dropped in remote wellhead locations.

Pain Points

1

Connectivity Failure

Severe signal drops at offshore rigs caused routine session timeouts, lost drafts, and forced repetitive manual re-entry that frustrated field personnel.

2

Manual Entry Bottlenecks

Field operators spent up to 2.5 hours every day transcribing handwritten equipment readings into desktop workstations after shifts.

3

Fragmented User Flows

Critical procedures were scattered across 4 disconnected software tools, forcing crews to juggle multiple devices during high-risk steps.

Design Solutions

High-Fidelity Wireframe

Transforming insights into impactful design decisions

Content Selection

Content Selection - Update Located Site
Content Selection - Activity Overview
Content Selection - Asset Family Filters

Transaction Flow

Transaction Flow - Approach
Transaction Flow - Detail Inspection
Transaction Flow - Detail Completion

View Asset Flow

View Asset - Scan Page Initial
View Asset - Scan Page Active Scanned
View Asset - Complete Asset Info Summary
Impact & Results

Transformational Field Outcomes

Quantifiable improvements in compliance accuracy, labor efficiency, and workflow speed

Overall Job Compliance 78% Accuracy Gain
Non-Productive Time 48 hrs/Wk Saved per Labor
Digital Audit Readiness 100% Paperless Audit
Daily Executions 3X Speed Acceleration

"Replacing paper manuals with this streamlined digital work pack system eliminated hours of post-shift transcription, allowing field crews to verify procedure completion in real time with total confidence."