Inspection Process Automation using nexaFIELD and SugarCRM

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The Client

The company is a top provider of fire and acoustic rated wall systems in Australia. They needed a digital system to manage inspections, reports, and follow-ups across projects as part of their compliance requirements.

Challenges Faced

  • The inspection management process was manual, prone to errors, and did not allow for real-time tracking. 
  • Inspection schedules were tracked in Excel. 
  • There was no central repository for inspection reports. 
  • Communication with clients and inspectors was handled through manual emails. 
  • Customer and project data were not integrated. 
  • Turnaround times for inspection summaries were delayed. 
  • Follow-ups for re-inspections were often missed. 
  • Field staff could not access historical reports on site. 
  • There was no tracking of pass or fail status or audit trails. 
  • Management lacked a dashboard for the inspection KPIs. 
  • Compiling regulatory documentation took days.

Ambit’s Solution

Ambit implemented nexaFIELD integrated with SugarCRM Serve for better field inspection management. 

  • Strategically digitized inspection checklists on nexaFIELD. 
  • Integration with SugarCRM Serve provided customer and project context. 
  • Reports are generated automatically after inspections. 
  • Field inspectors can log outcomes using mobile access. 
  • Re-inspections are assigned automatically. 
  • There are escalation alerts for overdue inspections. 
  • A pass/fail analytics dashboard is available for leadership. 
  • A customer portal allows real-time download of inspection reports. 
  • Workflows for compliance types can be configured. 
  • Training and onboarding support were provided for field teams.

Results Achieved

  • The client gained operational transparency, improved compliance, and faster inspection turnaround. 
  • Inspection cycle time decreased by 45%. 
  • Digital adoption by field inspectors reached 90%. 
  • Better real-time visibility into compliance health. 
  • Audit preparation time was reduced by 70%. 
  • Customer satisfaction improved due to quicker reporting.

Conclusion

nexaFIELD and SugarCRM helped the company deliver high-quality inspections at scale while focusing on regulatory compliance and operational efficiency.

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