Navigating the Managed Decline in the Oil Industry with KanBo
Strategic Realignment in Energy
Amid a global shift toward cleaner energy, leading oil companies are executing a strategic transition. Capital expenditures are being reduced while shareholder returns and low-carbon initiatives rise in priority. To manage this complex transformation, one multinational energy company selected KanBo—a platform that turns financial strategy into real-time, operational execution.
Company’s Overview
Industry:
Global Energy & Oil
Key Focus Areas:
30+ countries across Europe and North America
Size:
Capital discipline, investor value, and energy diversification
Challenges:
Aligning managed decline with agile execution and transparent reporting
Stakeholder Perspective
CChief Strategy Officer (CSO)
We needed a platform that connects financial planning, project oversight, and ongoing decisions in one space. KanBo made that possible. It helped us move faster and stay aligned while we adapt to big changes.
How the Organization Uses KanBo
KanBo ensures strategic energy transitions remain efficient, transparent, and well-coordinated—especially when downsizing legacy investments and scaling emerging initiatives.
I. Strategic Planning and Capital Oversight
- Workspaces: Dedicated to themes like Capital Planning, Investor Relations, and Operational Shifts.
- Spaces: Focus on budget approvals, performance tracking, and restructuring plans.
- Card Templates: Used to standardize capital project workflows and compliance steps.
II. Budget Execution & Forecasting
- Cards: Track expenditure planning, divestment timelines, and reallocation of funds.
- Forecast Charts: Model multiple CAPEX scenarios and their operational impacts.
- Document Templates: Automate updates to boards and investors.
III. Timeline Control & Visual Dependencies
- Gantt Views: Provide executive-level visibility into regional asset changes and project adjustments.
- Timeline Views: Identify high-impact tasks and sequence dependencies.
- Card Statistics: Expose workflow delays and resourcing mismatches.
IV. Resource and Workforce Realignment
- Resource Management: Sync workforce planning with operational downsizing.
- Real-Time Allocation: Match roles and capabilities to scaled-back capital projects.
- Workload Adjustments: Identify overcommitments and redistribute teams efficiently.
V. Collaboration & Investor Communication
- Spaces for IR Teams: Track messaging cadence, shareholder responses, and campaign outcomes.
- Comment Threads & Activity Streams: Ensure coordinated responses across global offices.
- Microsoft 365 Integration: Connect KanBo with internal reporting and communication tools.
VI. Strategic Governance & Executive Oversight
- Dashboards: Provide C-suite with a live view of transformation KPIs and regional execution.
- Board Reporting: Cards hold data packages, visual charts, and compliance updates.
- Scenario Planning: Combine economic forecasting with active project data.
Roadmap for Implementation
Planning and Setup
Pilot Phase
Pilot Evaluation
Full Rollout
Project Highlights
Deployment Timeline:
14 months
System Integration:
Microsoft 365, ERP platforms
Key Gains:
22% faster decisions, 17% fewer budget overruns
Real-World Applications in KanBo
Capital Strategy Workspace:
Regional teams update spend plans and status reports in real time.
Investor Relations Cards:
Track campaign progress and automate board communication packets.
Resource Planning:
Adjust staffing levels dynamically based on project downsizing or postponements.
Benefits of Using KanBo for Managed Energy Decline
End-to-End Strategic Execution
Capital goals converted into operational plans and actions
Accelerated Financial Oversight
Faster budget cycle feedback and fewer overruns
Investor Transparency & Readiness
Real-time progress updates and reporting templates
Dynamic Resource Reallocation
Align people and budgets as priorities shift
Security and Installation Options
On-Premises & Government Cloud Deployment
Ensures compliance with national security regulations.
Role-Based Access Controls
Restrict sensitive investment data to authorized personnel.
Data Encryption & Audit Logging
Protects against cyber threats and ensures transparency.
KanBo – Work Coordination Platform
KanBo is a work coordination software designed to help self-organizing teams work smarter and faster. You can see KanBo in action by accessing our demonstration environment.