Muddy Boots, Clean Data

Best Practices

Our boots might be muddy but we like to keep our data clean. Through the years we have developed best practices and tricks that we use regularly to keep your data clean and useful. Your equipment master database is central to what you do and it’s only as useful as the data it contains. Our customers have added to that experience and we have compiled all that knowledge and made it available to you so you can be confident your information is correct.

Maintaining Data is like tending a garden

If you have ever tried to grow a garden you know that planting is just the start and just planting the seeds will not ensure you have fresh veggies to eat or pretty flowers to enjoy, it’s the tending that makes the difference. Daily watering, frequent weeding and maintaining a good fence to keep the deer and rabbits away is what will keep your garden healthy and thriving.

Your data in muddy boots is no different. Implementation may seem like the whole process, but it’s regular weeding, care and protection that will ensure you harvest the rewards.


Take the time to review your data at regular intervals and don’t take it personally when you find mistakes – that’s the goal of this process.


  • Break it into small chunks – perhaps fields or areas – and focus on one chunk at a time

  • Use tools like Petro Ninja and the monthly public data load to make sure your internal data matches the public data.

  • Remember this is a marathon, not a sprint. Some days it’ll feel like the bad data is winning – but that will all be forgotten when you can find the answers you need.


Don’t enter data carelessly. It might take you 20 minutes to fix now, but it could take you 5 hours to undo the mess down the road.


  • Excel is your friend. Use functions like the duplicate finder and match to avoid fat finger mistakes.

  • Don’t be afraid to ask for help. The Muddy Boots Team has lots of experience ensuring your data is sparkly clean. Whether you are looking for advice or maybe a helping hand we are happy to help.

  • TRAINING, TRAINING, TRAINING. It cannot be emphasized enough, anyone who will be accessing the system should receive training. It will prevent frustration, encourage usage and create a whole group of people who rely on the information – which means they care about quality! More people with access to more clean data who are using it to make informed decisions – that’s a win-win-win situation.


Good protection does not necessarily mean keeping people out, but it’s about giving people the appropriate levels of access and ensuring each level receives the right training.


  • Know who will ultimately be responsible for the data – ensure this individual has the support and training they need to make this happen.

  • Make one person responsible for the quality of the data. This doesn’t mean they have to do it all, but it will make sure nothing slips through the cracks.

  • Use the roles access in Muddy Boots to fine tune access. If someone’s role changes make sure their access changes with it.

  • Set up processes to help communicate changes that are easy to follow and well dispersed throughout the organization.

  • Make people accountable. Every change is tracked in, ensure people know that quality is important.

Have a story or tip of your own you’d like to share? Pass it along to, we would love to hear it.

It’s a Bird, it’s a plane, it’s a Safety System?

Did you know that Operate is also a Safety System?

While this may seem like a far cry from the schematics you know us for, Operate is a powerful mobile tool that gives you the flexibility to record incidents or hazard IDs as they occur and schedule and track your growing list of HS&E inspections so you can be confident they all get completed.

The integrated Master Equipment Database with advanced searching capabilities allows you to find what you’re looking for, whenever you need it. This is a quick way to manage what has yet to be done, present current trends and safety numbers quickly at internal meetings and retrieve the forms you need for the next audit.

All recorded activities, forms and incidents are directly linked to a site or piece of equipment. This streamlines communication allowing you to be confident the incident occurred at 08-03-021-04W5 instead of 08-03-022-03W5 and confirming that is was the 300 bbl tank that was starting to show interior rust. Activities are also traceable to the individual who recorded them and time stamped, so when you need a bit more clarity on the incident you know who to call. When combined with the Schematics tool you can visualize where exactly this happened and use upstream and downstream reports to identify the impact it could have on production.

As mentioned above, the runsheet is a mobile tool. This means your safety incidents etc. can be recorded offline on a phone, tablet or laptop. This information is then automatically sync’d with your company’s site as soon as the device is connected to the internet or cellular data.  Once they are loaded to the cloud, the safety manager, foreman or whoever else might need to know can review what has happened from where ever they happen to be. Quick access to the information allows your company to identify the root cause of the incident and move towards a solution.

Corrective action requests are created directly from the forms being recorded. This means if an operator notices a gate needs repair when he’s out at site, the foreman can know it needs to happen and allocate resources appropriately, all from the platform. Concerns stemming from incidents or hazard IDs can also be reviewed, assigned and prioritized from the corrective action requests screen. This becomes your one stop shop to know what’s happening now, plan what’s happening next and trend what has already occurred.  

Beyond just safety, also works to record environmental concerns. If you’re searching for a simple way to track and record every flare and vent incident empowers your operators to capture the release as soon as it happens. Giving you access to the right data when you need it.

With forms built to mimic your current HS&E process there’s no need to compromise company process for electronic recording. Combined with API plug-ins to various third party systems, is built to fit with the systems you have in place.

With Operate, Schematics, Measure already available and Maintenance soon to come, is fast becoming a one stop shop helping make operations visible for the entire company.


Want to learn more? Contact to schedule your demo today.

Schematics: From Regulatory Requirement to Resource

Looking for ways to do more with your schematics? and our customers have been tackling this question for the last 7 years. We recently compiled a collection of ways to use schematics into a case study.

Learn how industry is using their schematics to:

·       Reconcile Petrinex with company records of wells and facilities

·       Prepare for EPAP and MARP audit with ease

·       Confirm County tax information

·       Build a master asset list

·       Track all Fuel, Flare and Vent requirements

·       Communicate between the field and the head office

·       Track Material Transfers and movement of equipment

Access the full white paper here.

Curious about what could do for your company? Contact us today!

Is Excel holding you back?

Is your Data locked in Excel sheets?

Sure, you’re an Excel wizard – you get creative with your formulas and make sure to encrypt your files which are stored on the company intranet for your team to access and use. You even wrote up a step-by-step instructions page!

And yet, the data still comes back a little different then imagined and somehow, you are making even more phone calls to find the most up-to-date information. It’s not your fault – gathering information in one place and keeping it there is HARD! Trust us, it’s been our full-time job for SEVEN YEARS!

Imagine if your master equipment list was easy to update and accessible, from the field and the head office. In a simple search could make you the hero of your next meeting, confidently stating that there are currently 438 meters in the field, 30 of them need to be calibrated this month and 6 are out of service. It’s amazing what you can be certain of when the data is at your finger tips (and entered correctly).

Are you trying to draw your schematics in Excel?

Maintaining and drawing your Schematics in Excel can create a sense of anxiety and dread every time someone mentions updating the schematics. Perhaps, it even feels like it takes more time to change the drawing then to physically install the new meter or change the flow direction in the field. Let’s face it Excel was not built as a drawing tool. And drawing is only half the battle – you still have to fill out the accompanying historical changes page to reflect the changes that were made.

Working with the Schematic module lets you make the required edits to the schematics quickly and easily. Automatically tracking the changes that were made and maintaining a version history keeps schematics compliant with no extra time spent. Allowing you to make the changes right when they happen, helping to keep your company’s data current and building a single source of truth to support your company’s operations. Reduce the little mistakes that stop your company from reaching its potential.

What is Excel really costing you?

Since you already own Excel it can feel like you are maintaining your schematics and master database for free. However, appearances can be deceiving and in reality, once you’ve included employee time Excel can be costing you thousands of dollars a year, and you’re not even getting the right answers! You deserve a better way!

See what can offer

Save time, save money and get access to your data. Contact today to see what we can do for your company.

Accounting Diagrams

What are Accounting Diagrams?

Accounting diagrams are the foundation for your organization’s success. Allowing the field to communicate critical details to the head office.

Follow product flow and read critical equipment details at a glance.

Follow product flow and read critical equipment details at a glance.

Accounting diagrams or measurement schematics show how product flows through your properties. They give you an understanding of what you own and where it is. They form the basis of good, accurate measurement – making sure your company doesn’t leave any cash on the table.

An Accounting Diagram should answer the following:

  • What product is delivered where for processing and allocation?

  • Where do liquids drop out along the way? Do we recombine anywhere?

  • Where are the measurement points and what type of equipment is used?

  • Does Flare, Fuel, or Vent take place at the well or at the facility and is it before or after measurement?

In other words – accounting diagrams help keep your whole company organized. So, everyone from the field operator changing the orifice plate on the meter, to the service provider performing the meter prove, to the production accountant working through the allocation, to the engineer designing new sites, can focus on ensuring the company produces the most product, at the lowest cost.

Accounting diagrams form the cornerstone of data management. When combined with good Standard Operating Procedures and processes your company can:

  • Streamline audits – know what you own and where it is

  • Reduce accounting errors – let the accountants know when a new well has been tied in or if there has been a change in flow direction

  • Safe guard your reputation – keep disputes to a minimum by understanding upstream and downstream relationships

Contact to take control of your data and keep your organization on the path to success.

It’s never too late to start!

Focus on Efficiency in Operations

Since we can't control the prices....
Focus on efficiency in operations with
Save Time and Money

  • Allow for 'Operations by Exception' with mobile technology

  • Streamline service requests

  • Optimize your chemical usage

  • Refine pigging programs

  • Capture the data you need

  • Spend your time operating, not re-entering data

  • Provide the data for audits in minutes

Shift Log

  • Record today’s events

  • Access your data from a single login

  • Gain key insights from historical data


  • Reduce and streamline service requests

  • Schedule with third parties to avoid missed communications


  • Answer head office questions quickly so you can get back to work

  • Capture the right data

  • Schedule the work that needs to be done


  • Reduce drafting expenses

  • Make edits quickly and keep your schematics current

  • Perform EPAP audits in hours not days

Let help your company save on costs in these trying times.

Directive 017 updates released

The long awaited updates to AER directive 017 have been published.

“This directive specifies

  • what and how volumes must be measured,

  • what, where, and how volumes may be estimated,

  • if accounting procedures must be performed on the determined volumes and what they are, • what data must be kept for audit purposes, and

  • what resultant volumes must be reported to the AER.”

The full directive can be reviewed at

Whether your looking for an easier way to store and edit your schematics or need somewhere to record and track your measurement requirements can help. Not convinced? Talk to us today

Master Data: The quest for the source of truth

As data become ubiquitous throughout the business world the same information is required in multiple departments on multiple systems. Everyone has found creative ways to use the data to make better decisions that impact the bottom line. Each department wants to see the same data in their system, so how do you know which replication is correct? Who do you look to define the source of truth? wants to be your one source of truth. The place where your data is collected, verified and dispersed to the many systems that transform and analyze your data. The system should be your first line of defense in the battle for clean, accurate data. An integrated collection providing confidence that you’re working off the right information.

So before you load the equipment data into your production accounting system you can be confident that it is correct. When you go to pay your property taxes, you can be certain you’re paying for only what you have and follow material transfers so your accounting records are kept meticulously.

Find the document you’re looking for in minutes instead of weeks of phone calls, and email exchanges. Not to mention, as your one source of truth there’s no need to lose sleep wondering if it is the most current version.

With you can spend your time getting the job done, not tracking down documents or cleaning up data. We know how important your data is, let be your starting point.