Skip to content

Thoughts, trends and insights

Codeless Case Study

ChevronTexaco

Quality Assurance Automation – QA Management and Credit Control Processes

With ChevronTexaco playing such an important role in the production of the world’s energy resources, being at the forefront of quality assurance is fundamental to the success of its business. The requirement was to significantly streamline quality assurance management processes through the deployment of automation and alerting technology.

Primary Applications Used: Access Accounts, Lotus Notes

“With cost reduction, capital stewardship and staff restructuring becoming focal driving forces within our company, greater demands were being placed on our European quality assurance team. In short, more jobs need to be done but with less resources.”

Stephen Lester, Quality and Business Support Manager, ChevronTexaco

Download Case Study

Quality assurance automation and streamlining credit control procedures

The Company

ChevronTexaco is the world’s fourth largest publicly-traded energy company and an international leader in finding, producing and marketing oil and gas. Active in more than 180 countries, the company’s Caltex, Texaco and Chevron branded products hold toptier rankings worldwide.

The Challenge

  • Automate quality assurance management processes
  • Demands on European quality assurance team increasing
  • Identify tasks and assign to relevant team member
  • Free up employee time
  • Improve credit control

The Solution

  • Implement business process automation solution with QA automation tools
  • Automatically identify quality assurance tasks and assign to the relevant team member

The Results

  • Quality assurance tasks fully integrated
  • Less time wasted on non productive tasks
  • Critical financial activities automatically monitored

To read how ChevronTexaco overcame its challenges please download the case study.

“The savings in lost time and money through automation have been significant since day one.”

Stephen Lester, Quality and Business Support Manager, ChevronTexaco

Download Case Study

Quality assurance automation

ChevronTexaco’s business extends beyond producing and refining chemicals through Chevron Phillips Co., which has interests in 30 power projects now operating or being developed across five continents. With ChevronTexaco playing such an important role in the production of the world’s energy resources, being at the forefront of quality assurance is fundamental to the success of its business.

Adhering to the strict regulatory standards which surround quality assurance is a fundamental requirement for ChevronTexaco. However, with continued growth and the drive for greater efficiency, the workload on the European team was becoming costly in terms of time and money.

“With cost reduction, capital stewardship and staff restructuring becoming focal driving forces within our company, greater demands were being placed on our European quality assurance team,” said Stephen Lester, Quality and Business Support Manager. “In short, more jobs need to be done but with less resources.”

Automatically identify quality assurance tasks

As a result of this growing trend, manual use of its Lotus Notes system was becoming impractical. Indeed, the archaic requirement for key personnel to continuously enter this information source to up-date data or assign new assignments was escalating in terms of both time and money.

“The Lotus Notes quality system is heavily used by the entire European operation,” explained Lester. “Codeless Platforms’ BPA Platform now facilitates the automatic identification of quality assurance tasks, filters the job by country and assigns it to the relevant individual or team. The savings in lost time and money through automation have been significant from day one.”

Download Case Study

Automation of key processes

Obviously, the traditional process of assigning quality assurance activities does not end there, as it is the responsibility of the supervisor to chase up any incomplete tasks. However, after the implementation of the Workflow automation add-on, supervisors at ChevronTexaco now benefit through escalating reminders, that are sent to the relevant team members, until a specific task has been completed.

“Through automated escalation of job notifications, we can be assured that all quality assurance activities will be automatically monitored and completed, whilst also freeingup supervisors to concentrate on more productive actions,” said Lester.

Quality assurance activities fully integrated

With the newly formed quality assurance team, ChevronTexaco is now profiting from having a truly integrated approach to the management of its quality assurance activities. Indeed, the opportunity for key personal to meet more regularly has resulted in the minutes database producing a far more co-ordinated approach to task allocation.

However, to complete this solid re-structuring and further drive for efficiency, using the Data Integration and Synchronisation capability, ChevronTexaco’s minutes database is now triggered every time additions are made to it, and tasks are allocated instantaneously to the relevant employee.

Drive efficiency and cut costs

It was this capability that Lester and his colleagues saw as an excellent opportunity to drive efficiency and cut costs.

“It is one thing to fully co-ordinate quality assurance through the establishment of a central team, but acting on the subsequent actions that are generated is where the gains are either made or lost.”

“The Data Integration and Synchronisation capability resolves this problem by scanning our minutes database and attributing specific actions to the relevant individuals. The gains are twofold: supervisors waste less time on nonproductive tasks and employees have their tasks assigned in a more accurate and accountable manner.”

“The gains are twofold: supervisors waste less time on non-productive tasks and employees have their tasks assigned in a more accurate and accountable manner.”

Stephen Lester, Quality and Business Support Manager, ChevronTexaco

Download Case Study

Monitoring the financial system

Apart from quality assurance activities, ChevronTexaco has also used the Data Integration and Synchronisation capability to monitor critical financial activities within its Access Accounts system.

“As a multinational organisation, we have to efficiently identify credit violations and accounts exceeding their user authority. Traditionally, this had to be done by someone manually going into the data source and identifying changes.”

“However, the add-on now automates this process by querying the database, formatting the information as a report and sending the data, via email, to the right decision-maker.”

Future business process automation plans

When asked to comment on the future use of Codeless Platforms’ offerings, Lester highlighted the on-going ROI.

“The opportunity to write-back to databases or to automate other business processes is something we are continuously looking to do. To date, we have already identified a number of projects. The monitoring, classification and reporting on the type and frequency of phone calls is just one example.”

Case Study: ChevronTexaco

Case Study: ChevronTexaco

Learn how ChevronTexaco improved the management of its credit control and quality assurance activities via integration and automating business processes.

Got a question?

Send us your questions and we will provide you with the information and resources that you need.

Ready to Talk?

You don’t learn everything in life by reading a manual, sometimes it helps to get in touch

Phone: +44 (0) 330 99 88 700

Want more information?

Fill in your details below and one of our account managers will contact you shortly.

    Your Name
    Your Email
    Phone
    When would you like a call back?
    Area of interest

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.