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How a Oil & Gas Organisation Accelerated Compliance by 60% with Salesforce

Client Overview

Client Name: Confidential

Contact Person: Regulatory Operations Leadership

Industry: Oil & Gas — Government & Regulatory

A U.S.-based oil & gas regulatory organization responsible for overseeing lease management, Unitization approvals, and compliance reporting wanted to modernize how Unitization data was submitted, reviewed, and tracked.

Pivotal Leap delivered a Salesforce-powered Unitization Management Platform that digitized submissions, reduced manual effort, improved data accuracy, and gave regulators real-time visibility into compliance activity.

Key Results Achieved

60% faster Unitization processing time

90% measurable gain in data accuracy

Centralized digital review process

Real-time compliance visibility

Challenge / Problem Statement

  • 01

    They relied on manual paperwork and Excel sheets to capture Unitization, lease, and land ownership data.

  • 02

    Submissions were slow, inconsistent, and prone to human error, increasing compliance risk.

  • 03

    Repetitive data entry was required for leasing companies, Landmen, and attorneys across multiple forms.

  • 04

    There was no centralized system to compare historical and current Unitization records.

  • 05

    Bulk Exhibit data had to be uploaded and verified manually, consuming significant staff time.

  • 06

    The organization lacked real-time visibility into compliance status, approvals, and pending submissions.

Objectives / Client Priorities

Digitize Unitization submissions

For external operators and companies.

Reduce errors and duplicate data entry

Across forms and records and workflows.

Create a single system of record

For Unitization, leases, and parcels managements.

Enable bulk Exhibit uploads

Without manual validation effort and rework.

Provide regulators with real-time

Dashboards and compliance oversight.

Deliver a secure, scalable platform

Aligned with Oil & Gas regulatory needs.

The Solutions We Brought to the Table

  • Built a secure, Salesforce-based Unitization Management platform

    A centralized system was created to manage Unitization submissions, records, and approvals end to end.

  • Enabled a digital submission portal for external users

    Oil & gas companies could submit Unitization forms and supporting data through a secure online portal.

  • Introduced reusable contact and entity data

    Leasing company, Landman, and attorney details could be stored once and reused across submissions.

  • Implemented unit-level record management

    Each lease, parcel, and unit was tracked accurately within Salesforce for full traceability.

  • Automated bulk Exhibit uploads using Excel

    Users could upload large data sets in bulk, with automated record creation and validation.

  • Delivered real-time dashboards and compliance reporting

    Regulatory teams gained instant visibility into submissions, approvals, and compliance metrics.

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Implementation Details

Designed a Salesforce data model tailored to Unitization, leases, and parcel tracking.
Built a secure external submission portal for regulated companies and operators.
Enabled bulk Excel-based Exhibit uploads with automated validation logic.
Mapped historical and current Unitization records for side-by-side comparison.
Configured real-time dashboards for submission and compliance tracking.
Deployed the solution on Salesforce Cloud, ensuring scalability and security.

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Results / Outcome

  • Reduced Unitization processing time by 60% through digital submissions and automation.
  • Improved data accuracy by 90%, minimizing manual errors and inconsistencies.
  • Strengthened regulatory oversight with standardized, auditable records.
  • Enhanced external user experience, making compliance easier for operators.
  • Provided real-time operational visibility for internal regulatory teams.
  • Replaced paper-heavy workflows with a streamlined, digital-first system.

The Power & Impact of Partnership with Pivotal Leap

  • Streamlined Unitization compliance through Salesforce automation.

  • Reduced operational risk with accurate, centralized data.

  • Improved audit readiness and regulatory transparency.

  • Delivered a scalable platform built for long-term Oil & Gas governance.

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