EMBEDDED DOCUMENT MANAGEMENT & AUTOMATION FOR ENERGY & NATURAL RESOURCES COMPANIES

Unify field, safety, and finance teams around a single source of truth for documents, email, and other electronic files

Energy and natural resources organizations manage distributed assets, regulated workflows, and extensive vendor networks. Missing permits, outdated procedures, or unlinked inspection results can halt field work, introduce compliance risk, and delay critical decisions. Scattered documents across inboxes, shared drives, and legacy systems slow responses to incidents, audits, and community inquiries.

Field and office teams spend valuable time searching for drawings, MSDS sheets, inspection histories, and contractor documentation. These gaps increase schedule risk, raise operating costs, and make it harder to sustain safe, compliant operations.

Datahaven keeps every field activity documented, traceable, and on schedule by linking each file to the correct asset, site, or job inside Microsoft Dynamics.

Permits, inspections, contractor qualifications, and supporting documents appear exactly where teams work. With accurate, in-context visibility, field and office staff respond faster, reduce administrative effort, and maintain the documentation required for regulatory reporting, audits, and operational continuity.

Connect every permit, inspection, work order, invoice, and environmental record to transactions that touch every department

COMPLIANCE

Meet EPA, OSHA, FERC, and ISO standards with linked records, retention controls, and time-stamped traceability across every asset and site.

    FINANCE 

    Connect invoices, field tickets, and receipts to jobs and assets for faster closing, accurate accruals, and complete cost visibility.

    IT INFRASTRUCTURE

    Provide secure, role-based document access inside Microsoft Dynamics and Power Platform so field and office teams share one trusted source.

      OPERATIONS 

      Attach work packs, inspections, and procedures to assets and jobs so crews work confidently and every maintenance record stays complete.

        HSE

        Access permits, training logs, and incident reports instantly to improve safety, prevent downtime, and simplify environmental compliance.

        PROCUREMENT

        Manage supplier documents, purchase orders, and receipts in one place to control costs, track materials, and strengthen vendor compliance.

          Archiving Automation for Energy & Natural Resources USING MICROSOFT DYNAMICS

          AP AutomationSales Automation

          Centralize energy and natural resource documentation to improve compliance, safety, and operational efficiency

          Energy and natural resource companies manage thousands of documents daily, from permits, inspection reports, and safety certifications to vendor invoices, equipment logs, and environmental records. When these files are scattered across shared drives or buried in email, teams struggle to maintain visibility, respond to audits, or prove compliance. Missing or outdated documentation can delay projects, increase regulatory exposure, and compromise operational safety.

          Automatically capture, classify, and link every operational and compliance record inside Microsoft Dynamics

          Datahaven Archiving Automation, centralizes document control for energy and resource environments. Every document and email is automatically captured, classified, and linked to the correct asset, site, or transaction record in Microsoft Dynamics. Work orders, inspection reports, maintenance records, and supplier certifications are organized within Datahaven’s intelligent virtual folder structures, keeping Operations, HSE, and Finance teams aligned. Real-time document visibility eliminates the uncertainty of disconnected systems and ensures that every stakeholder has access to current, verified information.

          Strengthen audit readiness, traceability, and environmental accountability across every operation

          Intelligent indexing, secure retention, and complete audit trails enable full traceability from field to finance. Organizations can demonstrate compliance with EPA, OSHA, FERC, PHMSA, and ISO 14001 or 45001 standards in minutes instead of days. Auditors and regulators can access time-stamped, linked documentation for any project or asset, while teams eliminate the paper chases and version confusion that slow reporting. Embedded within Microsoft Dynamics, Datahaven transforms unstructured content into a strategic resource that supports safety, sustainability, and continuous improvement across every operation.

          TAKE THE NEXT STEP IN YOUR ARCHIVING AUTOMATION JOURNEY

          Learn more, watch a video, or schedule your personalized demo to explore how Datahaven transforms document archiving into a streamlined, automated advantage inside Microsoft Dynamics. From compliance to customer service, Datahaven delivers instant document visibility, automated naming and filing, and consistent, reliable access for every user, so everyone can move faster, work smarter, and deliver with confidence.

          AP Automation for Energy & Natural Resources using microsoft dynamics

          Archiving AutomationSales Automation

          Automate field and vendor payables to improve cash flow, compliance, and operational visibility

          Energy and natural resource organizations handle complex supplier networks, field contractors, and service providers — all generating high volumes of invoices linked to specific assets, wells, sites, or projects. Manual processing causes delays, duplicate payments, and errors that disrupt field operations and vendor relationships.Paper-based approvals make it difficult to manage cost allocations, reconcile expenses, or maintain compliance with environmental and safety standards.

          Capture, match, and validate every field and supplier invoice automatically inside Microsoft Dynamics

          Datahaven AP Automation brings speed, accuracy, and control to the entire procure-to-pay process. Invoices arriving from email, portals, and other sources are captured automatically, validated against purchase orders, contracts, and vendor records in Microsoft Dynamics, and routed through intelligent, document-centric workflows for review and approval. Supporting documents, such as field tickets, delivery receipts, inspection reports, and safety certifications, are automatically organized within Datahaven’s virtual folder structures embedded directly in the ERP, ensuring AP, Operations, and HSE teams share a complete, real-time view of every transaction.

          Gain real-time insight into project costs, allocations, and regulatory compliance across every site

          Automation accelerates approvals, ensures accuracy, and keeps budgets under control. Embedded within Microsoft Dynamics, Datahaven AP Automation reduces processing time, strengthens control over joint-venture and field expenses, and ensures every payable is complete, compliant, and traceable. The result is improved cash flow, vendor trust, and a more transparent, efficient payables process that keeps energy and resource projects running smoothly and profitably.

          No matter your industry, you can use Datahaven to automate your payables from capture to posting, cut cycle times, and transform AP into a strategic driver of accuracy, cash control, and operational efficiency.

          Sales Automation for Energy & Natural Resources USING MICROSOFT DYNAMICS

          Archiving AutomationAP Automation

          Automate complex energy and resource order processing to improve accuracy, billing speed, and compliance

          Energy and natural resource organizations manage high volumes of sales and service orders tied to commodities, projects, and site operations. Each order can involve variable pricing, contract-based terms, and regulatory documentation that must be verified before fulfillment or billing. When this process depends on manual entry, email trails, and spreadsheets, errors and delays multiply, impacting delivery timelines, cash flow, and compliance with customer or regulatory requirements.

          Capture, validate, and create sales and service orders automatically inside Microsoft Dynamics

          Datahaven Sales Order Automation eliminates manual order handling by automatically capturing and validating every incoming customer, project, or service order from email, portal, or EDI. Each order is verified against contracts, pricing, and customer data in Microsoft Dynamics, then routed through intelligent, document-centric workflows for review, scheduling, or approval. All related files, includingpurchase orders, contracts, inspection reports, field tickets, and correspondence, are linked within Datahaven’s virtual folder structures embedded directly in the ERP, ensuring complete order visibility across Sales, Operations, and Finance.

          Accelerate fulfillment, strengthen compliance, and ensure complete traceability from order to invoice

          Automation ensures accuracy from order intake through billing. Embedded within Microsoft Dynamics, Datahaven Sales Order Automation enables real-time tracking of every order and its supporting documentation,—reducing errors, improving reporting accuracy, and ensuring compliance with environmental, safety, and contractual obligations. The result is faster billing, stronger customer confidence, and a more efficient, transparent order-to-cash process across every operation.

          No matter your industry, you can use Datahaven to automate your sales order process from capture to fulfillment, reduce errors, and give every team instant visibility into the documents that drive revenue.