Modern Foundation for Scalable Field Operations for Infrastructure Services Provider

About Company

The company is a infrastructure services provider that partners with regulated utilities to build and maintain the energy network that powers millions of homes and businesses across the U.S. and Canada.

The Challenge

The infrastructure services company set out to transform its project planning, field operations, and compliance processes. The company needed to unify workflows across desktop and mobile users, improve visibility, and move away from paper-based reporting.

Prior implementation efforts had failed to deliver a functioning solution. Project scope was misaligned, systems were disconnected, and internal teams struggled with inconsistent processes for estimating, scheduling, and safety tracking. Field users lacked mobile tools they could rely on, and platform limitations made offline support unreliable. The company needed a trusted partner to realign the initiative and guide it toward success.

The Solution

Bolt Data assembled a strategic team of consultants and architects who stabilized the program, restored trust in the Salesforce platform, and delivered working solutions that dozens of previous resources could not.

Key Highlights of the Solution:

• Centralized Project Estimation: Built project planning and time & materials estimation tools in Salesforce for desktop-based users, enabling consistent forecasting across all jobs.

• Mobile Field Enablement: Developed custom Lightning Web Components (LWCs) for mobile devices to support Daily Progress Reports (DPRs) and crew time entry, designed for online-first access after offline capabilities proved unreliable.

• Work Authorization Tracking: Configured robust workflows to manage permits and locate markings, a critical need for the company’s compliance and coordination efforts.

• Real-Time Field Communications: Enabled managers to send instant notifications about weather hazards, safety alerts, and other critical site updates.

• Field Forms for Safety and Site Conditions: Deployed custom mobile forms to replace paper safety documentation and ensure audit-readiness.

• Smart Consulting: Focused on achievable milestones, guided decision-making, and built trust by providing honest feedback and identifying areas of improvement.

The Results

Bolt Data's solutions successfully transformed a failing program into a functioning, scalable field operations platform.

• Delivered a usable field solution that field crews are actively adopting.

• Enabled standardized estimation and tracking, allowing comparison of project estimates vs. actuals.

• Streamlined compliance workflows and real-time communication for field safety.

• Built foundational reporting and dashboards, giving visibility into key KPIs across operational, financial, and planning metrics.

Future Objectives

The company now has a reliable foundation to scale its digital transformation. With working tools in place and measurable outcomes delivered, the team is focused on expanding adoption and continuing to modernize field operations in a thoughtful, phased approach.

• Complete time tracking functionality with configurable pay rules

• Launch a customer portal for pre-invoice approvals

• Expand reporting and analytics capabilities

• Roll out the platform to additional districts across North America

‍