Technology Trial Request Software for Oil and Gas Field Pilots
Kissflow routes a new technology trial, a chemical additive, a monitoring sensor, a drilling tool, through HSE, engineering, and budget review before a vendor sets foot on location, so a thirty-day pilot doesn't take sixty days just to get approved.
Trusted by energy operators worldwide
A vendor wants thirty days on one well to prove a new chemical works. Getting to yes touches HSE, engineering, and the budget holder before anyone can start the clock.
A technology trial, a new corrosion inhibitor, a fiber-optic monitoring sensor, an alternative drilling fluid, needs sign-off from more than one function before it can start: HSE has to clear it against the site's existing risk profile, an engineer has to confirm it won't compromise the process it's touching, and a budget holder has to approve the trial cost, however small, against a discretionary spend limit. Each of those reviews usually happens as a separate conversation, on a separate timeline, with the requester chasing three different people to get one pilot started.
Kissflow runs a technology trial request as a single intake that fans out to the reviews it actually needs: an HSE review against the trial's specific hazard profile, an engineering review for technical compatibility, and a budget approval against the trial's cost, all tracked against one request with a live status the requester can check instead of chasing.
Once approved, the trial itself, dates, site, results, gets tracked to a documented outcome, so a successful pilot has an evaluation record behind it when the conversation turns to a full rollout, and an unsuccessful one has a reason on file instead of just quietly not being mentioned again.
Where a technology trial stalls before it ever starts
Three approvals mean three separate conversations
HSE, engineering, and budget each get contacted separately, on their own timeline.
Status means chasing each reviewer individually
A requester has no single place to check whether HSE has cleared the trial or budget has signed off.
The trial itself isn't tracked once it starts
Once a vendor mobilizes, dates and observations live wherever the field team happens to keep them.
Outcomes go undocumented
A trial ends, and whether it worked never gets written down anywhere, successful or not.
Six modules. Every trial requested, reviewed across HSE, engineering, and budget, executed, and closed with a documented outcome.
Configure review routing and spend thresholds to your trial approval process.
Trial request intake
A requester or vendor sponsor submits a trial with its technology, site, and duration.
HSE review
The trial is screened against the site's hazard profile before it's cleared.
Engineering compatibility review
An engineer confirms the technology doesn't compromise the process or equipment it will touch.
Budget approval
Trial cost is approved against a discretionary spend limit before the vendor mobilizes.
Trial execution tracking
Dates, site, and any interim observations are tracked while the trial is running.
Outcome evaluation
A completed trial closes with a documented result and a recommendation for rollout or discontinuation.
From request to system of record in four steps
Submit
A requester logs the technology, site, and proposed duration.
Review
The request fans out to the HSE, engineering, and budget reviews it needs, tracked against one record.
Approve
An approved trial is scheduled and the vendor is cleared to mobilize.
Record
The trial closes with a documented outcome and a recommendation on record.
What changes when technology trial requests run on Kissflow
| Process | Before Kissflow | On Kissflow |
|---|---|---|
| Trial submission | A vendor's email to whoever they know on site | One intake form for every trial request |
| HSE, engineering, and budget review | Three separate conversations on three timelines | Fanned out from one request, tracked together |
| Status visibility | The requester chases each reviewer individually | One live status the requester can check |
| Trial tracking | Informal, once the vendor is on site | Dates, site, and observations tracked against the request |
| Outcome documentation | A verbal report, sometimes never written up | A documented result and rollout recommendation |
| Repeat trials | No record of what's already been tried and why | A searchable history of every trial and its outcome |
Connects to your HSE management system and ERP for the underlying risk assessment and spend approval; Kissflow doesn't replace your system of record
Kissflow runs the trial intake, review routing, and outcome tracking layer. Your HSE management system and ERP stay the system of record for the formal risk assessment and the approved spend.
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Built for how a technology trial actually needs three approvals, not one
One request, every required review
HSE, engineering, and budget all see the same request instead of three separate emails.
A status the requester can check
No more chasing three people to find out where a trial stands.
An outcome on record, every time
A trial's result is documented, whether it succeeded or not, instead of disappearing quietly.
Live in weeks
Configure review routing and approval thresholds in the visual builder, or describe the use case to the AI Builder.
Governed from day one
Role-based access and a full audit trail on every trial, review, and outcome.
A searchable trial history
Check what's already been tried on a similar site and what the result was, before approving a repeat.
Related apps
Capital Project Idea Intake Management System
Advance a successful trial into a full capital project idea for broader rollout.
Maintenance Deviation Approval Management System
Approve a temporary deviation from a maintenance procedure using the same multi-function review pattern.
Cost Control & Forecasting Exception Management System
Track trial spend against the broader project or operating budget it draws from.
We help field teams get a pilot approved without chasing three separate reviewers
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CIO, SN Aboitiz Power Group
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See what Kissflow can do for you
Talk to usGot questions? We're here to help.
Get SupportNo. Your HSE management system stays the system of record for the formal risk assessment. Kissflow routes the trial request to HSE review and tracks the decision alongside engineering and budget approval.
This app is scoped to a bounded, time-limited technology pilot, usually a modest cost and a defined duration. Capital Project Idea Intake Management System screens larger capital investment ideas, which a successful trial from this app can feed into.
HSE, engineering compatibility, and budget approval by default. You can configure additional reviewers, like a specific asset owner, if your trial process requires it.
Yes. Dates, site, and any interim observations are tracked against the request while the trial is running, not just at approval and closeout.
It still closes with a documented outcome and reasoning, building a record of what's already been tried, instead of the result disappearing.
Yes. Trial requests and their outcomes are searchable, useful for checking whether something similar has already been tried.
Configuration and AI-assisted app generation move delivery from a multi-month program to a matter of weeks.
Kissflow is certified to SOC 1, SOC 2, SOC 3, and ISO/IEC 27001, with role-based access and a full audit log on every trial request and decision.
