Case Study: Asset Tracking App for JRT Insurance Brokers

JRT Insurance Brokers, a Nottingham-based firm, manages a growing team that includes both in-office and remote staff. With assets ranging from IT equipment to company vehicles distributed across various users and locations, the company needed a streamlined way to monitor, manage, and track these resources.

Previously, the process of tracking assets was ad-hoc and manually recorded, leading to misplaced equipment, unclear responsibility, and limited visibility over asset depreciation and usage history. To address this, the leadership team approached us to create a smart, scalable solution for asset tracking.

The business lacked a consistent asset management process. Items would often go untracked when loaned to staff or relocated between offices, and older equipment wasn’t always returned in a usable condition. This created uncertainty over what assets were available, where they were located, and who was responsible for them. Manual records were prone to error and difficult to audit.

We developed a custom Asset Tracking App using Microsoft PowerApps, tailored to JRT Insurance Brokers' specific needs:

1. Centralised Asset Register
   A structured database was created to include all company-owned assets — from laptops and monitors to vehicles and peripherals like wireless keyboards. Each asset record includes make, model, assigned user, location, status, and depreciation tracking.
    
2. User-Friendly App Interface
   Designed for both desktop and mobile use, the PowerApp enables employees to easily sign equipment in and out, transfer items between users, and update the condition of assets. QR code support was integrated for quick scanning and lookup.
    
3. Depreciation Logging
   The app includes functionality to track depreciation values over time, helping the company understand the current worth of their assets and when replacements may be due.
    
4. Accountability & Audit Trail
   Every interaction with an asset — assignment, return, damage report — is logged, creating a full audit trail. This has improved asset recovery and accountability among staff.
    
5. Cloud-Hosted with Microsoft 365 Integration
   The app is fully integrated within the Microsoft 365 environment, ensuring secure access, scalability, and easy administration by internal stakeholders.