San Diego Gas & Electric Fleet Management Case Study

This case study focuses on San Diego Gas & Electric (SDG&E), a regulated public utility serving 3.6 million customers in California. The document outlines SDG&E's long-term use of AssetWorks FleetFocus for fleet management, highlighting the recent upgrade to the latest version in August 2020. It details the unique application of FleetFocus for Sarbanes-Oxley (SOX) compliance and invoicing, emphasizing the importance of secure data handling and the need for a compliant invoicing process. The study describes the development of the Invoice Approval module within FleetFocus, which ensures that only authorized users can approve invoices, thus enhancing data integrity. It also presents the Unit Attachment Query functionality that significantly reduces the time needed to locate invoices, improving operational efficiency. The case study concludes with insights into how these technological advancements position SDG&E for future success in fleet management and compliance.