[Video] Customer Story: WBI Energy

It’s so quick and so efficient on our side that we couldn’t imagine [GoFormz and Smartsheet] being separated at any point. It’s a perfect match!
— Alex Palmer, Senior Project Planner, WBI Energy

About WBI Energy

WBI Energy, located in Glendive, Montana, is a natural gas transmission company that operates in several states including Montana, North Dakota, South Dakota, Wyoming, and Minnesota. They facilitate natural gas transportation for customers from processing plants and other pipelines to their intended destination, whether a community or a power plant. The transmission pipelines for natural gas play a crucial role in connecting producers and consumers, enabling the delivery of North America's abundant natural gas reserves to power homes and businesses.

Challenge

WBI Energy needed a digital solution to resolve problems arising from their paper-based system, such as notable delays and on-site error detection issues. The solution needed to centralize information flow, maintain consistency among inspection teams located in different places, include GPS tracking functionality, allow for real-time access to data, and support offline data capture.

Solution

By integrating GoFormz with Smartsheet, WBI Energy streamlined their communication and data collection, providing their remote field inspection teams with mobile access to real-time data and offline data capture capabilities.

Results

  • Leverages the GoFormz-Smartsheet integration to streamline data collection and gain access to real-time information

  • Eliminated paper usage on site by introducing a fully digital process on mobile devices

  • Minimizes the potential for errors and delays through GPS-tracking of specific assets

  • Streamlines their data collection and collaboration through Automated Workflows

Forms

  • Chief Report

  • Pipe Tally Form

  • Stringing Form

  • Excavation Form

  • Bending Form

  • Visual Weld Form

  • Coating Form

  • Bore Inspection Form

  • Pressure Test Form

  • As-Built Form

  • Lowering & Backfill Form

  • Seeding Form

  • Clean Up Form

  • Tie-In Form

To read WBI Energy’s full customer story and learn more about utilizing the GoFormz platform, check out the entire customer story by clicking the button below.