Convergent IS / Energy / AI Workflows
87% fewer manual touch-points in field ticketing with Rio.
Rio turns hydrocarbon field tickets into approved SAP service entry sheets through AI extraction, exception handling and orchestrated approvals.
- Role
- Staff Product Designer, end-to-end UX
- Team
- North American energy operator
- Company
- Convergent IS
87%
Fewer manual touch-points
Zero
Re-keying into SAP
One
Connected operational workflow
SAP
Automated service-entry posting
The Problem
Contractor labour, equipment and materials sheets arrived as paper tickets, duplicated, error-prone and re-keyed by hand into SAP through multiple touch-points.
What I Did
Led the design of an AI-powered workflow for automated ticket extraction, purchase-order validation, exception-first review and orchestrated approvals.
The Outcome
Rio cut manual touch-points by 87%, replacing manual re-keying with one connected system across field and back-office operations.
The redesign at a glance
Decision 01 / 03
Let extraction do the typing.
Field tickets carry dozens of labour, equipment and materials lines. Rio extracts them into structured draft sheets automatically, shifting the reviewer's job from data entry to verification while keeping every value traceable to its source.
Result → manual touch-points down 87%
Decision 02 / 03
Review only what needs reviewing.
Every extracted line is validated against the purchase order. Clean sheets flow through untouched; only mismatches ask for human attention, with a reason captured for every accepted exception or rejected line.
Result → errors caught before they reach SAP
Decision 03 / 03
Approvals as a workflow, not an inbox.
Construction managers, coordinators and back-office roles see the sheets waiting on them as sequenced tasks with clear statuses. When the final approval lands, Rio posts the service entry sheet into SAP automatically.
Result → zero re-keying into SAP
The tradeoff
Automate the work, not the judgment.
Full automation was technically possible, but these sheets move real money against contracts. Rio keeps people exactly where judgment matters: exceptions, rate disputes and final approval. Everything routine is automated; everything consequential is reviewed.
Impact
What changed.
Manual touch-points
-87%
SAP entry
Re-keying → automated posting
Ticket intake
Paper → extracted drafts
Systems in the flow
Many → one connected workflow
Errors and duplicates
Caught before posting
Operational visibility
A shared queue replaced the paper pile
Human review
Focused on consequential exceptions
Status model
Shared across field and back-office teams
Process
Mapping Rio's flow before designing the screens
Stakeholder and field-team interviews, legacy ticket and SAP audit, end-to-end workflow mapping across roles and statuses, SAP Fiori alignment, high-fidelity flows and prototypes, and iteration with operations and back-office users.
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