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50% fewer budget overruns | 3x faster PM onboarding | Up to 1 year saved on reclamation certifications |
Summit Earth (formerly Summit Liability Solutions) is an environmental consulting and services company providing comprehensive liability management, environmental assessment, reclamation, remediation, site assessments, and drilling waste management services. They operate across Canada, the USA, and Australia, servicing leading oil and gas companies in all three markets.
In the early days, Summit Earth managed their entire project portfolio through Excel spreadsheets. Robin Weseen, VP of Operations, describes how quickly that approach broke down as the company grew.
Critical data was disappearing. Spreadsheets stored locally on personal devices meant information lived in silos. “In our early years, we had entire folders go missing and we didn’t know where they could have gone. Maybe some summer student went in there and accidentally deleted them and didn’t really understand what he was doing.” In an Excel-based system, there was always a greater possibility of accidental deletion. Information was being painstakingly collected in the field, then stored in a system where it could simply get lost.
Staff turnover erased project history. When project managers left, their institutional knowledge walked out the door with them. New PMs couldn’t just pick up where the previous manager left off. Entire project histories vanished. Robin puts the cost in perspective: “You might end up getting a site to its rec certification a full year later because information was lost when a project manager left.”
Personal devices created real liability. Without centralized storage, employees worked from their own laptops and hard drives. “We had a guy who always worked off his laptop and his information was just in there, not in any central location. He went to Hawaii for two weeks and the client needed his reports for a board meeting, and we had no way to provide the information.” Legacy software solutions required too much training, so they went unused when they were needed most.
Budget overruns caught too late. Without centralized cost tracking, projects frequently exceeded budgets with little warning. By the time overruns were caught, the damage was done and the client relationship took the hit.
Summit Earth needed a system that could keep pace with their growing portfolio. After evaluating options, they chose Fieldshare for its visual interface and the ability to provide near real-time access to managers, executives, and clients.
“Out of the gate, one of the really early appeals was the visual representation of our location,” Robin explains. The visual interface made the software intuitive enough that even slow adopters got on board. “Fieldshare is used quite extensively throughout the company and even the very slow adopters from the beginning are now in there and committed to using it.”
With Fieldshare in place, Summit Earth now operates from a centralized platform where every project manager, executive, and client stakeholder can see what’s happening across the entire portfolio in real time. The key changes:
- A single system of record replacing scattered spreadsheets, emails, and local files
- Real-time visibility into project costs, progress, and milestones across all three countries
- Standardized workflows that any PM can pick up and run with immediately
- Streamlined invoicing and cost accrual tracking that connects field activities to budgets
Reclamation certifications delivered up to a year faster. By eliminating the data loss and rework that plagued the old system, Summit Earth now moves projects through to completion significantly faster. Sites that used to stall for months due to missing information or PM transitions now stay on track from start to finish.
50% reduction in budget overrun frequency. Fieldshare gives Summit Earth real-time cost visibility, so budget variances surface early instead of after the fact. “Fieldshare has been a huge help in not overshooting a client’s budget,” Robin says. “Projects go over budget, that happens. There’s too much uncertainty not to, but it’s about letting the client know in advance and not telling them afterwards that you were $10,000 too high.”
3x faster PM onboarding. New project managers no longer spend weeks piecing together project status from scattered files. Every project’s complete history, documentation, and current status lives in Fieldshare, so new PMs are productive in days rather than weeks.
5 hours per week saved on invoicing and administration. The manual process of reconciling invoices, tracking cost accruals, and generating financial reports that used to consume entire afternoons is now handled through Fieldshare’s integrated cost tracking. That’s over 260 hours per year redirected to client work.
A new competitive advantage. Perhaps the most telling result is what happened next. Summit Earth started using Fieldshare as a marketing tool to win new business. “We used it as a marketing tool for ourselves; it’s unquestionable the value that was involved. Our clients liked that we had this system that would take care of their stuff. It drove business.” Having the most knowledgeable users of Fieldshare became a genuine selling point, giving Summit Earth an edge over competitors still running on spreadsheets.
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