EnergyCONNECT & Microsoft Dynamics 365

Energy ERP Expertise That Goes Beyond Implementation

EnergyCONNECT. Microsoft Dynamics. Deep Industry Knowledge.

Energy organizations operate in a world of joint ventures, authorization for expenditure, specialized financial processes and complex operational requirements. BAOS brings together EnergyCONNECT expertise, Microsoft Dynamics 365 knowledge and decades of energy-industry experience to help organizations align technology with the way their business actually operates.

The Energy ERP Challenge

Energy Organizations Have Requirements Standard ERP Doesn't Address

Upstream, midstream and oilfield-services organizations can have specialized financial and operational requirements, including joint venture accounting, AFE management and industry-specific processes. Addressing these requirements effectively requires an ERP solution designed with the energy business in mind.

When ERP systems don't adequately reflect how the business operates, organizations can find themselves relying on additional processes, spreadsheets and manual reconciliations outside the core system.

Effective ERP implementation in the energy sector requires more than technical configuration. It requires consultants who understand the business processes, industry context and specialized functionality energy organizations depend on.

The Platform

EnergyCONNECT Extends Microsoft Dynamics 365 for the Energy Sector

EnergyCONNECT extends Microsoft Dynamics 365 with specialized functionality designed around the financial and operational requirements of energy organizations. It brings energy focused capabilities together with the broader finance, supply chain and operational capabilities of the Microsoft Dynamics 365 platform.

01

Built on Microsoft Dynamics 365

EnergyCONNECT extends Microsoft Dynamics 365 with specialized functionality supporting energy industry business requirements.

02

Designed for Energy Business Processes

Purpose-built capabilities support specialized financial and operational processes encountered across the energy industry.

03

Upstream, Midstream and Oilfield Services

EnergyCONNECT supports specialized requirements across exploration & production, midstream operations and oilfield-services organizations.

Key Capabilities

Purpose-Built Functionality for Energy Organizations

EnergyCONNECT extends Microsoft Dynamics 365 with specialized functionality designed for the financial and operational requirements of energy organizations. Key capabilities include Joint Venture Accounting, Authorization for Expenditure and Oilfield Equipment Rentals

Joint Venture Accounting

Support complex joint venture accounting within Microsoft Dynamics 365 with capabilities designed around energy industry ownership and financial processes.

  • Flexible, date-effective divisions of interest
  • Account-based exceptions
  • Cost and income distribution across owners and projects

Authorization for Expenditure (AFE)

Improve control over capital expenditures by managing the authorization process before expenditure occurs.

  • AFE authorization processes
  • Capital expenditure control
  • Actual-versus-budget cost visibility

Oilfield Equipment Rentals

Manage specialized equipment-rental processes within the Dynamics 365 environment, improving visibility into rental assets, utilization and related financial activity.

  • Rental asset pricing and utilization
  • Rental agreement management
  • Asset location and availability tracking
  • Integration with fixed assets and project accounting

EnergyConnect + Microsoft Dynamics 365

Combine specialized energy industry functionality with the broader finance, project, supply chain and operational capabilities of Microsoft Dynamics 365.

  • Energy focused financial processes
  • Project and capital management
  • Equipment and operational visibility
  • Integrated enterprise processes
Industry Applications

Across the Energy Sector

EnergyCONNECT and Microsoft Dynamics 365 support specialized ERP requirements across upstream, midstream and oilfield-services organizations.

Oil well drilling rig — exploration and production

Exploration & Production

Upstream organizations operate within complex financial, ownership and capital environments. Energy focused ERP capabilities can support the specialized processes associated with exploration and production operations.

  • Joint venture accounting
  • AFE and capital expenditure processes
  • Project accounting
  • Energy focused financial management
Natural gas processing facility — midstream operations

Midstream

Midstream organizations require enterprise platforms capable of supporting complex assets, financial structures, procurement and operational requirements.

  • Asset and infrastructure related processes
  • Financial management and reporting
  • Supply chain and procurement
  • Project and capital related processes
Oilfield services workers and equipment

Oilfield Services

Oilfield services organizations operate asset and project intensive businesses requiring strong connections between equipment, finance, operations and customer requirements.

  • Oilfield equipment rental management
  • Rental asset and agreement processes
  • Project related financial processes
  • Supply chain and inventory
Curtis Payne — Director & Solution Architect, BAOS System Consulting

Curtis Payne

Director & Solution Architect

Deep Solution Experience

The Architect Behind the Original EnergyCONNECT Solution

Curtis Payne brings almost three decades of energy industry experience and extensive Microsoft Dynamics expertise. He was the architect behind the Oil & Gas solution for Microsoft Dynamics AX known as EnergyCONNECT, giving BAOS deep historical knowledge of the solution and the business requirements it was designed to address.

That experience provides a valuable combination of solution knowledge, Microsoft Dynamics expertise and practical understanding of energy industry financial and operational requirements.

How BAOS Can Help

Supporting Your ERP Journey from Strategy to Optimization

BAOS supports energy organizations across the EnergyCONNECT and Microsoft Dynamics lifecycle; from initial planning and solution design through implementation, deployment, optimization and ongoing support.

New Implementations

Implementation support from requirements and solution design through testing, deployment and stabilization.

AX to D365 Modernization

Structured modernization from legacy Dynamics AX to Microsoft Dynamics 365, including consideration of EnergyCONNECT requirements.

EnergyCONNECT Implementation

EnergyCONNECT implementation and configuration aligned with your Microsoft Dynamics environment and business requirements.

Solution Design

Architecture and design of EnergyCONNECT and D365 solutions aligned to your organization's specific requirements.

Business Process Alignment

Review and alignment of business processes with EnergyCONNECT and Dynamics 365 capabilities.

Testing & Deployment

Structured testing strategy, UAT facilitation and go-live planning designed to reduce deployment risk.

Optimization

Post-implementation review and targeted improvements to configuration, processes and reporting.

Post-Implementation Support

Ongoing advisory and support as your EnergyCONNECT and Dynamics 365 requirements evolve.

Start the Conversation

Talk to Energy ERP Specialists

If you're evaluating EnergyCONNECT, planning a Dynamics transformation or looking to improve an existing environment, let's discuss your objectives.