Built for the whole operation
Helix
Operations.
Every team.
One connected picture.
From the first enquiry to the last sign-off. Bring sales, people, projects, workshop and assurance together, with reporting that connects the dots.
Commercial. Operational. Connected.
CRM & SALESPEOPLE & PLANNINGOPERATIONSWORKSHOPHSE & QUALITYFINANCE & REPORTING
The difference is the connection
Your next decision.
Already in context.
A sales award becomes a delivery plan. That plan tells workshop what to prepare. Site evidence informs progress, cost and reporting. Less chasing. Fewer disconnected records.
Project portfolio
The overlaps become obvious.
Active packages6
Ready to mobilise4
Readiness exceptions2
PROJECT / PACKAGE
W1W2W3W4W5W6W7W8
READYCompression upgrade100%
72%
Terminal shutdown94%
46%
Pipeline integrity76%
24%
Pump station renewal91%
12%
Mechanical maintenance82%
0%
Equipment mobilisation100%
0%
● Recorded progress ● Planned duration
Forecast dates and readiness expose the periods that need a decision.
From opportunity to outcome
The handover is
where the value compounds.
Every function has a job to do. Helix gives them a shared project, a common WBS and a traceable flow of decisions.
- 01
Win & scope
CRM, quote and client price book
Sales knows what has been promised. - 02
Plan & prepare
Schedule, crew and workshop
Delivery knows what must be ready. - 03
Deliver & verify
Timesheets, pre-starts, HSE and QA
Teams capture progress where work happens. - 04
Review & improve
Approvals, financials and reporting
Managers see the outcome and the exceptions.
One platform, broad capability
Start with a need.
Grow without the silos.
Contractor delivery or asset-owner assurance. Configure the modules, roles and workflows around your business, while keeping the information connected.
Win the workSales & CRM+
Enquiries, account plans, opportunity stages, actions and sales handovers. AI-assisted research and outreach drafting can support your team, with human review before sending.
01 / CONNECTED CAPABILITYPrice it properlyQuotes & price books+
Build WBS packages using client-specific rate books and editable assemblies. Keep personnel, equipment, hours and rates explicit, with separate client and internal outputs and a revision library.
02 / CONNECTED CAPABILITYKnow the exposureForecast & project controls+
Follow WBS progress, actual costs, cash flow, earned value and cost-to-complete. Drill from portfolio exceptions into the underlying project records.
03 / CONNECTED CAPABILITYSee what is comingSchedules & readiness+
One expandable project schedule links WBS activities, dates, people and equipment readiness. Follow baseline, forecast and actual dates as delivery records change.
04 / CONNECTED CAPABILITYPut capacity to workPeople & utilisation+
People and equipment planners, demand histograms, assignment conflicts and availability. Review daily rosters, billable and non-billable hours, monthly utilisation and commentary.
05 / CONNECTED CAPABILITYBuild your resource poolRecruitment & onboarding+
Keep candidates, skills and tickets in a searchable pool. Match role requirements, track onboarding and mobilisation, and use optional AI interviews as evidence for recruiter review.
06 / CONNECTED CAPABILITYCapture the site dayDelivery & timesheets+
Record hours, equipment, progress, delays and supervisor comments against the right project and WBS. Submit daily evidence, shift handovers and approvals without rebuilding a spreadsheet.
07 / CONNECTED CAPABILITYKeep equipment readyWorkshop & assets+
Asset history, work orders, labour and materials, defects, inspections, service and calibration dates. Coordinate load-outs and maintenance with the project mobilisation plan.
08 / CONNECTED CAPABILITYMake checks practicalPre-starts & field forms+
QR access, equipment-specific checklists, photos and defect reporting. Supported field forms can queue offline and synchronise when connected; initial access and sync require connectivity.
09 / CONNECTED CAPABILITYAct on riskHSE & control of work+
Safety observations, incidents, investigations, permits, corrective actions and sign-offs. Bring project hours and safety records together for management reporting.
10 / CONNECTED CAPABILITYProve the workQA, ITPs & handover+
Customisable inspection plans, hold points, material inspections, NCRs and evidence. Contractor submissions and owner acceptance contribute to handover assurance.
11 / CONNECTED CAPABILITYClose the loopProject collaboration+
RFIs, project correspondence, decisions and review status belong with the project. Assigned actions and due dates give each recipient a clear next step.
12 / CONNECTED CAPABILITYReconcile the numbersFinance & ERP+
Invoice readiness, missing evidence, actuals and reconciliation. Configure data mapping and approved connections to existing finance systems rather than assuming every integration is plug-and-play.
13 / CONNECTED CAPABILITYTurn records into decisionsDashboards & reporting+
Role-aware dashboards, project and portfolio reporting, PDF outputs and commentary. Reporting schedules support repeatable management cycles with source records close at hand.
14 / CONNECTED CAPABILITYKeep control as you growAccess, audit & administration+
Organisation and project access, module entitlements, user permissions and audit history. Start with the functions you need and expand the workspace as the operating model develops.
15 / CONNECTED CAPABILITYKeep what works. Connect what matters.
A better operational layer.
Not another island.
Your finance, recruitment and enterprise systems do not need to disappear on day one. Agree the data flow, map the records and prove the connection before expanding.
Review the implementation controlsHELIXProjects + people + evidence
SAP / ExactFinance & enterprise records
SEEK / recruitmentApplications & candidate flow
Microsoft 365Email, calendars & collaboration
MaximoAsset and maintenance data
Availability depends on vendor API access, licensing, permissions and agreed scope. Connections are configured and tested per customer.
Trust is part of the product
The right people.
The right access.
A record of the decision.
Organisation and project boundaries
Tenant-scoped records and role-based access support controlled collaboration.
Traceable approvals and changes
Keep evidence, review decisions and administrative changes attributable.
A measured rollout
Confirm permissions, imports and critical workflows in a pilot before extending access.
Less administration. More operational clarity.