Updated 6 November 2026
Test digital well software with a focused pilot, agreed success criteria and representative users and data. This is useful before committing to wider deployment or changing established operational workflows. A short pre-study can align the operator and vendor on the problem, integrations and measures. Evaluate usability, adoption and operational outcomes together, then use the findings to decide what to configure or scale.
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With new software solutions emerging across the energy industry, the question for operators is no longer whether to digitalize, but how to choose the right tool.
The answer lies in testing.
Running a structured, well-designed software trial allows you to validate the functionality, usability, and impact of a solution before committing to full-scale deployment.
This article explains the key elements required for a successful trial and the positive outcomes an effective test can create for your organization.
A digital transformation project succeeds when technology, people, and processes align.
Testing helps ensure that the software you choose:
Solves the specific operational problems you face
Fits into existing workflows and integrates with your data sources
Has strong buy-in from end-users and management alike
Without structured testing, organizations risk investing in solutions that look good on paper but fail to deliver value in the field.
Additional reading: End-to-End Software Solutions for Drilling and Wells - Buy vs Build
A successful pilot doesn’t happen by accident, it’s the result of careful preparation and clear objectives.
The process should start with a short pre-study that defines goals and measurable outcomes. These should be aligned across business, technical, and end-user perspectives.
Below are the essential components of a successful software trial:
Define what success looks like before the trial begins. Set quantifiable metrics — such as time saved, data quality improvements, or reduction in manual tasks — to enable a fast, confident decision when the pilot concludes.
Adopt an agile methodology to maintain momentum and adaptability. Avoid long pauses between steps. Iterative testing and feedback cycles ensure the solution evolves quickly to meet real operational needs.
Maintain transparent and frequent communication between vendor, project team, and end-users. Regular check-ins help resolve challenges early and celebrate small wins that sustain engagement.
Consensus and commitment should be established at the start. Secure engagement from key stakeholders and product champions within operational teams. Their involvement in testing, prioritization, and internal communication ensures smoother adoption later.
Involve field engineers and planners as “product champions.” Their feedback during early releases is critical for refining workflows and ensuring the software reflects how people actually work.
Work closely with IT and operational stakeholders to enable seamless integration, hosting, and data access. The faster these are configured, the faster the trial can deliver actionable results.
Tip: Choose a vendor experienced in energy operations who can act as a partner, not just a software provider, to accelerate success and reduce onboarding friction.
Read more: What are the Benefits of a Totally Integrated Digital Planning and Execution Package
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A well-executed trial delivers measurable and strategic value:
Accelerated adoption: Testing with real users reduces resistance and speeds up full implementation.
Faster time-to-value: Early wins build confidence and momentum across the organization.
Vendor partnership: Strong collaboration during testing fosters long-term alignment and support.
Improved implementation planning: The pilot phase provides insights into user needs, integration points, and rollout priorities, laying the groundwork for a successful full deployment.
Companies that run structured pilots tend to achieve higher ROI and shorter payback periods once the digital platform is scaled enterprise-wide.
Read more: Top Three Methods to Improve Intervention Planning
A common misconception is that digital software trials require large, dedicated project teams. In reality, when supported by the right vendor and setup, a trial can be executed by operational teams alongside their daily activities.
Key enablers include:
A lightweight, cloud-based deployment (no heavy infrastructure)
Access to real operational data for realistic testing
Vendor support for configuration and user training
The goal isn’t to pause operations, it’s to enhance them through small, incremental steps that prove value early.
Testing digital solutions is not just a technical exercise, it’s a strategic investment in operational excellence. By defining success criteria, engaging users early, and running structured, agile pilots, organizations can confidently identify software that drives real impact.
You don’t need a large digital transformation team to get started. What you do need is a focused trial, a supportive vendor, and a clear vision of what success looks like.
Digitalization is a journey — and it starts with testing.
Testing ensures that a digital tool solves real operational challenges, fits existing workflows, integrates with your data, and gains support from both end-users and leadership before a full deployment.
A short pre-study should establish clear success criteria, measurable goals, and aligned expectations across business, technical, and user perspectives to guide an effective trial.
Agile, iterative testing with frequent feedback keeps momentum high, enables rapid refinement, and ensures the solution evolves to match real operational needs.
Early buy-in and active participation from field engineers, planners, and key decision-makers ensure realistic testing, better prioritization, smoother adoption, and stronger internal communication.
A well-executed trial accelerates adoption, reduces time-to-value, strengthens vendor partnership, and provides critical insights for planning a full rollout, ultimately improving ROI.
No. With vendor support, cloud-based deployment, and access to operational data, a software trial can be run by existing operational teams alongside their daily work.