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Every inspection finding chased to closure, across every department

The AI Operating System for the oil & gas industry.

One system schedules every inspection task, reads every report, flags what's critical, and follows up on each hand-off between Inspection, Maintenance and Operations until it is closed with evidence, with your engineers deciding, not chasing.

~20 hand-built reports1 live Eagle Viewfor leadership
9OS · WhatsApp
Task INSP-0118 · no login needed

UT-Report-CU-OH-04.pdf uploaded
9OS for Oil & GasLIVE
Scheduling the inspection round
The problem

A refinery doesn't get hurt by what it finds. It gets hurt by what it drops.

Every finding must cross three departments before it is fixed. Today that journey runs on notifications, emails and memory, and no single system owns it.

Where the loop lives todaysix systems, none of them talking

Inspection PDFs
SAP notifications
Email threads
Meeting minutes
WhatsApp photos
Excel trackers

Carried by hand, per finding

Damage mechanismCorrosion rateRemaining lifeSAP notificationRepair-or-deferBudget approvalMOC statusClose-out evidence

One finding's journey

Five hand-offs, four desks, nobody owning the relay.

Week 0
W0W3W6W9W12
Inspection
01Inspect & type up
02Read & notify
Maintenance
03Assess & decide
Operations
04Approve & budget
Leadership
05Chase & report
hand-offhand-offhand-off

01 · Inspect & type up — Findings hand-written on the round, keyed into SAP later.

1

Inspect & type up

Inspection

W0–1
2

Read & notify

Inspection

W1–3
3

Assess & decide

Maintenance

W3–6
4

Approve & budget

Operations

W6–9
5

Chase & report

Leadership

W9–12

Months from finding to closure, while remaining life ticks down.

Critical findings sit unnoticedHand-offs dropped between departmentsDecisions stall invisiblyLeadership finds out too late
See it live

Follow one finding from flag to close-out.

The loop that takes months of chasing today, run by the system: the task creates itself, the gate fires, the follow-up is chased daily, and a stalled decision escalates before remaining life is spent.

Finding FND-2214 · CU-OH-04

Delay risk8%
Day 0
Inspection
FND-2214

CU-OH-04 · crude overhead

Task created
Maintenance
Operations
VP · Close-out
Scheduler agent

The inspection task creates itself

The RBI model puts CU-OH-04 in the window. It arrives with an owner, a date and acceptance criteria — nobody typed it.

Two follow-ups, one escalation, zero dropped hand-offs — and nobody built a report about it.

The workflow

One governed loop, from inspection plan to closure.

Not a dashboard bolted onto SAP: a staged workflow where AI schedules, reads, chases and escalates, and your people make every decision that matters.

01 · Task Schedule

Turn the plan into scheduled tasks

The RBI inspection plan, meeting actions and programme milestones become dated tasks with named owners, created by the system and dispatched over WhatsApp. Nobody types a task.

  • RBI windows become inspection rounds with owners and due dates
  • Tasks arrive on WhatsApp as a link: no login, no new app
  • Meeting minutes and annual milestones feed the same schedule
INSP-0118CU-OH-04 on-stream surveyAiman · Thu
INSP-0121T-204 CUI external checkFatma · Fri
ACT-0447MoM action · scaffold accessNaif · Fri
Dispatched on WhatsAppno login, no new app
01 · Task Schedule

Turn the plan into scheduled tasks

The RBI inspection plan, meeting actions and programme milestones become dated tasks with named owners, created by the system and dispatched over WhatsApp. Nobody types a task.

INSP-0118CU-OH-04 on-stream surveyAiman · Thu
INSP-0121T-204 CUI external checkFatma · Fri
ACT-0447MoM action · scaffold accessNaif · Fri
Dispatched on WhatsAppno login, no new app
  • RBI windows become inspection rounds with owners and due dates
  • Tasks arrive on WhatsApp as a link: no login, no new app
  • Meeting minutes and annual milestones feed the same schedule
02 · Extraction

Read every report, extract every finding

Inspectors upload reports from the field; Document Intelligence reads them and pulls out readings, mechanisms and findings, with every value pointing back to its source page.

Finding 1Finding 2Finding 3
Wall4.2 mm @ TML-7↳ Report p.3
MechanismSour water corrosion↳ Report p.4
Rate0.42 mm/yr short-term↳ Computed
Rem. life~9 months↳ Computed
Every value keeps its source
  • UT readings, corrosion rates and damage mechanisms extracted automatically
  • Every value keeps a pointer to the exact page it came from
  • Scanned, photographed and messy documents normalised
03 · Critical gate

Flag critical findings the moment they land

A gate checks every finding against your rules, remaining life against the next turnaround, measured wall against T-min, and fires the SAP notification itself, evidence attached.

G-01 · Critical findinggate fired

Rule: remaining life < time to next turnaround

Notification 10023741 raised in SAP Auto
Evidence attached: readings · photos · history Complete
No human in the hand-off to forget it
  • Remaining life vs time-to-turnaround checked on every finding
  • Notification raised in SAP with readings, photos and asset history attached
  • No human in the hand-off to forget it
04 · Follow-up

Chase the hand-off, escalate the stall

The assessment is chased daily and risk-scored continuously. If the decision stalls past its date, it escalates up the ladder automatically, before remaining life is spent waiting.

Day 1Assessment requested · Maintenancelogged
Day 3Reminder sent, still pendingchased
Day 5Risk rising · raised on Eagle View escalated
Day 7 decision: repair now, in the November window
  • Repair-now vs defer-to-turnaround chased to a decision
  • Risk climbs as remaining life is spent, not when a timer expires
  • Stalled hand-offs raised to leadership without anyone complaining
05 · Approvals

Route money and change to humans

Budget goes to the asset owner, process change goes to MOC in Intellect. AI routes, chases and assembles the evidence; a named person always approves.

Budget → Operations asset ownerhuman decides
MOC → Change board in Intellecthuman decides
Case assembled · thread chased daily AI
AI never approves spend or change — it keeps the request moving
  • Budget requests routed to the right approver with the case attached
  • MOC raised and tracked in Intellect, never bypassed
  • AI never approves spend or change: it keeps the request moving
06 · Close-out

Execute, verify and close with evidence

The work order is scheduled into the window in SAP; on completion, NDT, cost and records are gathered onto one close-out screen and leadership signs once. The dossier archives itself.

Work order 5000871 · November windowSAP
NDT verification clearverified
Cost closed within estimateverified
Integrity record updated · dossier archivedauto
The VP signs once, reading one screen
  • Work order created and scheduled in SAP by the gate passing
  • NDT verification, cost and integrity record on one close-out screen
  • Reporting is a by-product: the Eagle View is always current
The workspace

One system, three surfaces.

Everyone works on the same engine, but each person sees only the view that answers their question — the inspector's phone, the team lead's board, and leadership's Eagle View.

Inspector

“What do I do next?”

CU-OH-04 survey due today. Open your round: 9os.link/r/118

UT-Report.pdf

Readings extracted ✓ Round complete. Nothing else today.

  • Tasks arrive on WhatsApp — no login, no new app
  • Checklist and photo upload from the field
  • Readings extracted automatically, no re-typing

Team lead

“Where is my work, and who is carrying it?”

INSP-0118Aon track
FND-2214Iday 5 · escalated
ACT-0447Ndone
Team load
  • The Task Schedule OS: every task, owner and date
  • Follow-ups chased and escalations raised for you
  • Workload visible, so it can be shared fairly

Leadership

“What needs my attention?”

34
on track
3
at risk
1
escalated
Asset Integrity
Reliability
Material & Corrosion
Project Control
  • One live Eagle View — the ~20 hand-built reports retire
  • Escalations and stalls surface themselves
  • Branch health and workload at a glance

One engine underneath

Task Schedule OSFollow-up & escalation ladderAction InboxMeeting actionsAnnual initiativesPeople & workloadAssets & integrity records
What changes

Reporting stops being a job. It becomes a by-product.

Nobody fills in a dashboard. Because every task, hand-off and approval runs through the system, the picture assembles itself, and three chronic failure modes disappear.

Today

~20 hand-built reports, always slightly out of date

With 9OS

One always-live Eagle View for leadership

Today

Hand-offs between departments get dropped

With 9OS

Every hand-off tracked end to end, chased daily

Today

Nobody can see who is overloaded or what has stalled

With 9OS

Workload and risk visible per person, escalated automatically

Proven core, running in production

The same 9OS engine already runs a SAP-integrated plant

Read the case study

A SAP-integrated manufacturer runs its whole quoting workflow on this core: turnaround 92% faster, ₹15L/month saved, 585% first-year ROI. The oil & gas configuration runs the same engine — workflows, gates and agents — over your inspection, maintenance and operations loop.

Technical

How it works under the hood.

Four agents, each with one job, over a gate engine. And because Workflow → Stage → Gate → Task is configuration, not code, a new loop is a config change, not a rebuild.

01

Document Intelligence reads the paperwork

Inspection reports, corrosion surveys, drawings and meeting minutes parsed as they land. Findings, readings and actions are extracted with a pointer to their source, nothing re-typed, nothing invented.

02

Scheduler turns plans into tasks

The RBI plan, gate outcomes and meeting actions decompose into dated tasks with owners and dependencies. Completing one stage creates the tasks for the next, so the schedule maintains itself.

03

Project Manager & Escalation keep it moving

Daily priorities set, open hand-offs chased, every task risk-scored continuously. Exceptions route up the ladder automatically, even when nobody wants to speak up.

04

SAP, Meridian and Intellect stay in charge

Notifications and work orders are raised and read in SAP, MOC stays in Intellect, documents in Meridian. 9OS runs the loop across them; your systems of record are untouched.

Built on 9OS, the AI Operating System by 9AI
Every task, gate, escalation and dossier here lives in the same platform behind every 9AI deployment.
See the AI Operating System
Security

Built for a plant, not just an office.

An operating layer inside a refinery is held to a different standard. The system is self-hosted, fenced off from plant controls, and every decision that matters stays human.

Never touches plant controls

A visibility and coordination layer only. It never connects to DCS, SIS or any safety-instrumented system: it coordinates people, tasks and records, not the plant.

Self-hosted, in-country

Deploys inside your own environment or private cloud, built to refinery cyber-security and data-residency requirements. Inspection data, costs and records never leave your servers.

Humans hold the pen

Money and safety decisions always stop at a named person; AI never approves spend or change. Every AI action is logged and explainable, nothing is a black box.

How you go AI-native

We deploy it on your floor and own the outcome.

We don't drop software and leave. A forward-deployed engineer learns how your business actually runs, deploys the system on your real work, and drives it into the team, shipping working AI every month.

011–2 weeks

Onboarding Audit

Context & Planning

A forward-deployed engineer maps people, process and data across your branches, finds the one loop worth automating first — usually inspection-finding-to-closure — and sizes the value. You keep the playbook either way.

Explore the Enterprise AI Audit
021–2 months

Embedded AI Implementation

Implementation & Adoption

We run one real loop live for one nominated team: SAP connected, gates and the escalation ladder configured, tasks arriving on WhatsApp, and a real Eagle View replacing that team's reports.

Explore Embedded AI Implementation
03Recurring

AI Operating System

Run & Optimize

Once it's live and adopted, it becomes your operating system on an annual license, with an engineer who keeps it sharp, retrains it on your data, and keeps shipping — branch by branch, then site by site.

Explore the AI Operating System

The Enterprise Audit is free, and you keep the playbook either way.

FAQ

The questions every technical services head asks first.

Never. Gates route money and safety decisions to named people: the asset owner approves spend, the MOC board approves change. The AI assembles the evidence, chases the thread and escalates the stall; a human always signs, and every AI action is logged and explainable.

Start here

Take every finding from flag to
verified closure.

Bring us one live finding. We'll walk it through the loop on a call, and show you your own plant running on the system.

The first step is always a conversation.

Company

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Resources

Media & NewsCareersCrunchbaseBlog
9AI Logo

We turn your company
into an AI Native Organisation.

Starting with an Enterprise AI Audit, we map your business, implement our AI Operating System tailored to your workflows, and work alongside your teams to customize, deploy, and drive adoption across the organization.

ISO Certified

“The next big thing in AI was always going to be human”

team [at] 9ai [dot] in
TwitterInstagramLinkedInWhatsAppFacebookYouTube
9AI Logo

We turn your company
into an AI Native Organisation.

Starting with an Enterprise AI Audit, we map your business, implement our AI Operating System tailored to your workflows, and work alongside your teams to customize, deploy, and drive adoption across the organization.

Company

AboutCase StudiesContactAudit

Resources

Media & NewsCareersCrunchbaseBlog
ISO Certified

“The next big thing in AI was always going to be human”

team [at] 9ai [dot] in
TwitterInstagramLinkedInWhatsAppFacebookYouTube

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