End-to-End Operations Platform for an NDT & Non-Destructive Testing Firm
A comprehensive firm management system unifying work orders, quotations, personnel certificate tracking, fleet management, milestone billing and electronic signatures into a single platform.
Situation
An NDT firm executing thousands of inspection jobs per year was managing every operational area with disconnected tools: work orders in Excel, quotations in email threads, personnel certificates scattered across folders, vehicle maintenance tracked on paper. Opening a new project meant hours of research to determine which technician held the right NDT certification, which equipment was available, or when a vehicle was due for service. Milestone billing was error-prone and time-consuming due to manual calculations spread across multiple communication channels.
Solution
We built a custom management platform covering the firm's entire operation:
- Project & work order management: Staff assignment, equipment tracking and status updates for every work order are handled from a single screen
- Quotation & milestone billing module: Project-level quotation preparation with line-item consistency checks and automatic milestone calculation based on completed work items
- Personnel certificate tracking: ISO/NDT certificate expiry dates are monitored; responsible managers receive automated alerts as deadlines approach
- Equipment shipment & inventory: Real-time visibility into which equipment is at which job site; low-stock alerts are triggered when warehouse inventory drops below critical levels
- Fleet management: Maintenance schedules, roadworthiness inspections, insurance renewals and tyre changes are tracked from a single dashboard; overdue tasks are surfaced automatically
- QMS & document management: Version control and approval workflows for quality documents are handled entirely within the system
- Electronic signature integration: Quotations and milestone claims are digitally signed by authorised personnel, eliminating paper-based processes
- Role-based access control (RBAC): From field technicians to senior management, each user sees only the data and actions relevant to their role
Outcome
- Opening a work order and assigning personnel takes minutes; certification eligibility is visible instantly
- Certificate expiry risk is eliminated — the notification system ensures renewals are initiated on time
- Milestone billing moved from manual spreadsheet calculations to a system-driven approval workflow
- Fleet maintenance delays were minimised, reducing unplanned vehicle breakdowns and associated operational disruptions
- All operational data consolidated into a single system, simplifying management reporting