Work / Case study
How a specialty drilling company moved its boards, folders, and spreadsheets onto one platform — without changing the way it works.
- Client
- A specialty drilling company
- Before
- Boards, folders, and spreadsheets kept by hand
- After
- The same routine, on one shared record
The challenge: the company was working for its paperwork.
The operation already had a shape. Jobs lived in folders. The day lived on a rig board. Production lived in a tracker spreadsheet, and the field lived in logs and packets people already knew how to read. Each file was maintained by hand, and each one drifted from the others.
What someone needed was often in a text, a Teams chat, or a folder on OneDrive. Getting it meant asking the next person down the line to look it up and send it on. The data existed. The company spent the day moving it by hand.
The approach: keep the workflow, change the medium.
CCW digitized that workflow step for step. The jobs stayed with the people who already do them. What changed is how the information moves, so the same crew works faster and the record does the carrying.
They came in with the jobs, the rates, and the document layouts they already had. Tradesman exports documentation in that current format, and those files still go into OneDrive. The next schedule, the next packet, and the next invoice start from data that is already in the system.
Results
Same people. A faster path through the same day.
Faster, in the same jobs
The roles stayed with the people who already hold them. Digitizing the flow lets that same work move faster: one entry carries the schedule, the field, and the close.
Find it in one click
The record used to live in a text thread, a Teams chat, or a file somewhere in OneDrive, and someone had to be asked to go get it. Now anyone who needs the job opens it.
Still filed the way they file
Documentation exports in the format the company already uses, and those files still go into OneDrive.
What they see
Their operation, recognizable on every screen.
The folder
Each job stays a folder: scope, contacts, notes, change orders, and the daily sheets that belong to it.
The board
Rigs, crews, and the morning plan live on a board the desk already understands, fed by the same job record.
The field
Day logs and packets go out in the shape the crew expects, ready to file where the company already keeps them.
The close
Tracker math and revenue come back to the job the estimate started, in the spreadsheet layout finance already reconciles.
Bring your workflow. We'll build the system around it.
If your operation runs on boards, folders, and spreadsheets, we'd like to hear how it works today.