Case Study
A growing energy company was buried in disconnected systems and manual processes. Rogue Tech designed and delivered a fully customized Salesforce ecosystem that transformed how they operate.
85%
Reduction in Manual Reporting Time
90
Days to First Results
70%
Increase in Operational Efficiency
1
Unified Source of Truth
The Challenge
A growing energy company was struggling with disconnected systems, manual reporting, and inconsistent data across departments. As the business scaled, these inefficiencies became a serious bottleneck — slowing decisions, increasing errors, and burning hours of leadership time on work that should have been automatic.
Manual Processes & Spreadsheets
Residual Waste Transporter Daily Operational Record — paper-based tracking before automation
Excel-based reporting dashboards — hours of manual data compilation per week
The Goal
The company needed a unified platform that would eliminate manual effort, give leadership real-time insight, and scale as the business grew. Specifically:
The Solution
Rogue Tech designed and implemented a Salesforce solution built around the client's actual workflows — not a generic template. Every component was configured to match how the team operates, from field data capture through to executive reporting.
Digital Manifest & Workflow Automation
Salesforce Community — Manifest Entry Screen
Rogue Tech built a custom Salesforce Community portal that allowed water haulers to submit daily manifests directly — eliminating the daily email chains and spreadsheet attachments from every driver. Each haul record captures pickup date, truck, driver, origin, destination, material type, barrels moved, and hauling invoice details in a single structured entry. The Community replaced a process where every employed water hauler emailed a spreadsheet every single day.
82-Step Automated Workflow — Manifest Ingestion & Charge Calculation
Once a manifest is submitted, an 82-step Salesforce Flow takes over automatically. Based on the hauler identity, origin location, and destination, the workflow calculates hauling charges and disposal charges — applying the correct rate logic for every combination of route and material type. What previously required manual calculation, email follow-up, and spreadsheet reconciliation now runs without any human intervention from submission to invoice generation.
The Results
The results were immediate and significant — within the first 90 days of go-live:
Rogue Tech completely transformed the way we operate by designing and implementing a customized Salesforce ecosystem tailored to our business. They centralized our operational and sales data, automated time-consuming workflows, integrated our existing systems, and built real-time dashboards that gave our leadership team instant access to performance insights.
The system Rogue Tech built gave us the ability to analyze operations from multiple angles simultaneously and make quick, informed business decisions with confidence.
Their team focused not just on implementation, but on building a scalable solution that truly aligned with how our business works.
Why It Worked
This engagement succeeded because Rogue Tech approached it as a business transformation — not a software installation. Four principles drove the outcome:
Deep alignment between technology and actual business workflows — not a template applied from the outside
Focus on outcomes, not just implementation — every decision was anchored to a measurable business result
Clean, scalable data architecture from day one — built to support growth without requiring a rebuild
Continuous collaboration with stakeholders throughout the engagement — no surprises at go-live
Real-Time Dashboards
With the data centralized and flowing automatically, Rogue Tech built a suite of real-time Salesforce dashboards that gave leadership instant visibility into produced water operations — cost per barrel by hauler, material type, and state; daily destination volumes by lifecycle; and a full destination breakdown. What previously required hours of manual aggregation was now available at a glance, updated in real time.
All-In Cost Per Barrel by Hauler
Cost Per Barrel by Material Type
Cost Per Barrel by State
Daily Destination by Lifecycle & Volume
Daily Volume by Origin
Destination Breakdown
Let’s talk about your business challenges and build a solution that delivers the same kind of measurable impact.