Connecting 5,000 assets in a new inspection management system

For an inspection company, an asset record needs context: where the equipment is, which client it belongs to, what inspections have taken place and where the supporting documents can be found.

We worked with a major Hungarian lift and lifting equipment inspection company to bring these connections into a new system built on Microsoft Power Platform. The project included migrating approximately 5,000 customer assets and giving inspectors a mobile application for field work.

The client’s name is withheld for confidentiality.

Moving beyond the legacy ERP

The company works in the inspection of lifts and lifting equipment. Its existing DOS-based ERP formed the starting point for the project, together with the operational data and processes built around it.

The aim was to move that work into a cloud environment supporting both inspectors and office colleagues. This meant reviewing how clients, sites, equipment, inspections and documentation fit together, then reflecting those relationships in the new system.

We have been working with the organisation since summer 2026. The scope combines a new operational system with company-wide Microsoft 365 adoption.

Migrating the assets with their relationships

The migration covered approximately 5,000 customer assets. The record count was only part of the task: an asset also needed to sit under the correct customer and site, with its inspection and service history available in context.

The new relational database connects these records. This gives the team a structured way to navigate from a client to a worksite, from the worksite to its equipment, and from the equipment to the relevant operational history.

CRM functionality also makes client interactions traceable, bringing commercial and operational context closer together.

Connecting planning, field inspections and the office

The Power Platform solution covers worksite and asset management, inspection planning and execution, documentation and CRM. It supports the people carrying out inspections and the office team coordinating the work.

Inspectors have a mobile application for field use. Map integration adds a geographical view of the operation, while the central system connects the work with the relevant client, site and asset records.

SharePoint provides the document environment alongside the operational application. Microsoft 365 adoption extends the change across the organisation, giving colleagues a common cloud foundation for their work.

Preserving the context behind each inspection

An inspection record is useful when the team can understand what it refers to. A report needs to relate to the right equipment, at the right location, for the right customer. The same applies to earlier activity: historical information has to remain meaningful when someone reviews it months or years later.

This is why the data structure and the application need to be designed together. The relationships in the database determine what an inspector or an office colleague can find when they open a record. A clear structure supports everyday questions, such as which equipment belongs to a site and which previous inspections relate to it.

Document management is another part of that continuity. SharePoint provides the environment for the files, while the operational system provides the business context around the work. Together, they give the organisation a basis for managing both structured records and the documents that support them.

A clearer record of the inspection operation

The result is a connected view of assets, client interactions, inspection activity and service history. Information can be followed through its business relationships, and inspectors can work through a mobile interface rather than relying solely on the legacy office system.

We designed the workflows and documentation around the regulatory requirements relevant to the client’s operation. The software supports that work by making the records and processes easier to manage and trace; compliance still depends on how the organisation carries out and governs its inspections.

For inspection businesses considering a similar move, the existing asset register is a useful starting point. Understanding how equipment, locations, customers and historical records connect helps define both the migration and the new application.

Contact JP Digital to discuss your inspection processes and the data behind them.

Results at a glance

Approximately 5,000 customer assets migrated into a connected inspection management system.

The result is a more traceable inspection operation, with the underlying asset records, field work and office processes connected in one Microsoft-based environment.