Overview of the project

Chevron's digital transformation for its Major Capital Projects in 2019 marked a strategic shift towards integrating and modernizing their project management systems. This initiative was driven by the need to replace outdated, disparate applications with a unified platform, enhancing efficiency across their diverse global operations.

The project encompassed various facets of project management, from planning and execution to completion, tailored to meet the unique challenges of Chevron's extensive portfolio, which includes deepwater exploration, renewable energy projects, and carbon capture technologies. A key aspect of this transformation was aligning the new system with Chevron's environmental goals, focusing on reducing carbon emissions and advancing sustainable energy practices.

Navigating the challenges

Transitioning to integrated systems

Migrating from multiple, siloed systems to a unified platform posed significant challenges in terms of data integration, process alignment, and workflow optimization.

Ensuring user adoption and continuity

The shift to a new system required careful management to ensure user adoption while maintaining continuity in project delivery.

Omega 365’s role in the project

Omega 365's engagement with Chevron's digital transformation began in 2017, with the initial implementation of the Pims Completions Management software. This phase was foundational, setting the stage for the more extensive integration of Chevron's project management systems.

“Chevron was looking to improve the management of project performance, predictability, and shareholder value. At the time, Omega 365 USA was already the incumbent supplier of the completions management software, Pims CMS, to Chevron,” says project manager Bryan Wazbinski.

In 2020, the collaboration deepened when Omega 365 was tasked with rolling out the Omega Pims Software Suite for Chevron’s Global Capital Projects Function. This deployment represented a significant shift from Chevron's existing systems to a more contemporary, integrated solution. 

“Omega 365's role was to provide a software suite that was not only tailored to Chevron's complex needs but also user-friendly and approachable,” says Wazbinski.

A key focus for Omega 365 was managing the transition effectively. Introducing a new system across Chevron’s diverse organizational structure necessitated thoughtful planning. Omega 365 supported this process through targeted training and ongoing assistance, aiding staff adaptation and ensuring continuity in project workflows.

“Effectively implementing change from multiple existing tools to an off-the-shelf solution was no easy task. However, thanks to the dedicated work of the Chevron and Omega teams, along with the ease of use of the Omega solution, the first few deployments were extremely successful. The new challenge quickly became managing the momentum and demand for the new Pims tool from various projects,” says Wazbinski.

During this phase, Omega 365's approach was characterized by flexibility, a crucial aspect given the diversity and scope of Chevron's project portfolio. The software was designed to adapt to the specific demands of different projects, maintaining a consistent management approach while accommodating the unique requirements of each initiative.

“Omega 365 functioned not just as a software provider but as a strategic ally in Chevron's transition to a more integrated and modern project management system,” says Wazbinski.

The deployment of the Pims Software Suite involved the incorporation of 66 projects across 10 global business units, engaging over 3650 active users and more than 9400 total users. This was expected to significantly streamline project management within Chevron's Capital Projects Function. Omega 365's involvement was marked by a blend of technological acumen and an understanding of Chevron's operational landscape, aimed at enhancing the management of Chevron's diverse and global project portfolio.

“This is a discussion of true partnership, user adoption and success in digital transformation for project delivery,” says Wazbinski.

Sustainability in Omega 365

The implementation of Omega 365’s solutions within Chevron’s Capital Projects Function aligned closely with both companies' commitments to sustainability. Omega 365’s software suite is designed to optimize resource use in Chevron’s project management processes. By streamlining workflows and improving data accuracy, the system reduced unnecessary expenditures of time and resources. This efficiency translated into reduced environmental footprints for projects, aligning with Chevron's commitment to eco-friendly operations.

Economic aspects of the project

The economic impact of the project was multifaceted, reflecting the broad scale of implementation across Chevron's operations. By consolidating various systems into a single, integrated platform, Chevron aimed to reduce inefficiencies and operational costs across its US$50 billion project portfolio, enhancing budget management and overall financial performance.

The return on investment from this initiative was projected to be substantial. The transition, encompassing 254 deployments, was anticipated to improve efficiency and data management, thereby enhancing decision-making and project execution. This would lead to increased profitability for Chevron’s major capital projects, a critical factor given the company's strategic aim to grow its traditional oil and gas business while lowering carbon intensity and developing new lower carbon businesses.