Phoenix Driving – Oil & Gas Financial Automation Software App

Digital Experience Design | Mobile App Development | CRM Implementation

Oildex is the largest oil and gas financial automation software firm in North America. It offers a variety of cloud-based products that automate invoicing, payments, field tickets management, and data transfers.


The client is a global provider of oil field service solutions. Oildex (Phoenix DAS previously), is the largest oil & gas financial automation software firm in North America. It offers various products that automate a process like invoicing, payments, field tickets management, and data exchange.


Digital Experience Design, Mobile App Development, API Integration, Payment Integration


Swift, Android Studio, Push Notifications, Hybrid Cloud Deployment, JIRA

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The Requirement

Since the client belongs to the Oil & Gas industry, he wanted us to develop an Oil & Gas financial automation software app to be used for accounting, ERP, mobile oilfield data collection, production, land management, and reporting.

Also, the client wanted the following features to be included in the application:

  • GPS Location Tracking
  • Push Notifications
  • CRM Integration
  • Payment Processing
  • Data Analytics


The main challenge in the project was keeping mobile solutions in sync without hampering customer support.

The platform consists of multiple products, services for various needs for the Oil and Gas industry. As part of IT Modernization, we are taking each service software module to mobile. Developing mobile models while keeping the existing software services in place and providing uninterrupted customer service was a real challenge.

How We Worked On The Project

Strategy We applied

Blue Whale Apps partnered up with the client in bringing a portfolio of web solutions to mobile. We provided the best Mobile solutions to increase user engagement and operational efficiency. 

From all available service suites, the strategy was to take one module at a time, develop, test, and release.

With a large suite of services offered, it made more business sense to tackle one at a time. Having a parallel sandbox and staging environment not only brought efficiency but also enabled our QA team to thoroughly test before moving to production.

  • Sales Opportunities management
  • Field CRM integration
  • Real-time ticketing system for field technicians
  • Complete task order management with digital signature
  • Off-line mode to support no internet data

The Results

Our business analyst and mobile team experts were key to the project’s success, it meant that our client avoided having to explain domain specifics. 

Taking one module at a time turned out to be the most efficient way to approach the task. Each mobile module resulted in increased user engagement. All mobile modules offer an “offline” mode that continues to serve the fields where the internet is scarce. The updates sync with the server upon having the internet again. We delivered significant benefits to our client:

  • Increased product revenue
  • Increased productivity
  • Effective software with an easy-to-use UI, excellent performance, and automated workflow that reduces mistakes
  • Enhanced software helps users make better and faster decisions as a result of  improved performance and usability

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