Data continuity & onboarding
Keep analysis comparable when sources change.
Acquiring a portfolio or changing operators or accounting systems? Plan the source inventory, property identities and analysis mappings so historical and new records can be reviewed in a consistent structure.
Keep the operating story connected.
- 01Source records
Inventory the periods and properties.
- 02analysis structure
Map history into a comparable view.
- 03Review & tie out
Validate with the people who know the record.
- 04Reusable views
Build the next operating review.
A change in sources. A consistent review.
Keep useful history in the operating conversation.
Acquisitions, operator transitions, and accounting changes can create gaps or overlapping records. Begin with a source inventory and a analysis structure the team can review together.
Inventory the operating history
Identify the periods, properties, and source records needed for a comparable review.
Normalize the analysis structure
Agree on category and property mapping while retaining the ability to trace the source.
Review overlap and gaps
Resolve duplicate periods and make missing history visible before accepting the view.
Tie out the first analysis period
Have the people who know the record validate the initial financial and operating view.
Prepare for a useful working session
Bring the source landscape. Start with a specific question.
You do not need to share confidential records in the website form. Tell us what is changing, which systems hold the history, and what the next analysis view needs to explain.
- 01
Name the change
Acquisition, operator change, source transition, or recurring analysis reconstruction.
- 02
Describe the history
The periods, properties, and source structures that need to stay comparable.
- 03
Define the first accepted view
The report and review owner who will validate the initial scope.
Customer perspectives
Hear from the teams using Upstream+.
“Upstream+ gives Fowler Oil & Gas the tools we need to evaluate company performance, analyze project economics, plan cash flow, and manage annual budgets. We have the information we need to make sound financial decisions without having to maintain a fully staffed back office.”
Fowler Oil & Gas
Start the conversation
Change the source. Keep the operating story.
Discuss the analysis question, relevant history, and a practical activation scope.