TETRA Technologies

The Challenge

TETRA had fragmented and manual processes for confirming delivery of materials and services at job sites and reconciling estimates to invoices, which took field management away from their day-to-day responsibilities. It also took weeks to create revenue forecasts because every region had a different forecasting process, and there was no visibility to financial data. Relying heavily on excel spreadsheets and job books, field workers were tasked with collecting job data on services, workers, and equipment at client sites.

The collected data was sent to the regional office for data entry into TETRA’s ERP system, JD Edwards. The resulting Job Sheets were then sent to field managers to print and procure client signatures. Once signed, they were mailed to the regional office, attached to the final invoice and mailed to the client. As part of the financial reporting process, regions were required to generate revenue forecasts based on the sales estimates and time-and-materials jobs occurring in the field. Each of the regions had their own process for generating invoices and forecasting revenue, leaving corporate finance to standardize forecasts. When TETRA decided to increase the efficiency of its field operations and improve visibility to financial data, IT Business Architect, Mary Fuller Breland, was excited to take on the project from initial scoping, process design and vendor selection to initial implementation and rollout across all the regions.