A leading financial services provider engaged MostonASSET to support a structured asset survey and data upload, ensuring all mechanical, electrical, and fabric assets were accurately recorded and categorised. This project aimed to improve asset tracking, implement a standardised naming convention, and enhance data consistency across the client’s facilities management system.

Challenges

• Ensuring accuracy in asset data collection and categorisation.

• Implementing a standardised naming convention, allowing for structured asset uploads.

• Validating existing asset records against site surveys to eliminate duplicates and errors.

• Coordinating with multiple stakeholders to ensure alignment with the client’s asset management protocols.

Our Approach

• Provided specialist survey support to capture asset condition, lifecycle status, and location data.

• Assisted in implementing a structured naming convention, ensuring alignment with the client’s database taxonomy.

• Helped validate and clean existing asset records, ensuring all duplicate and incorrect entries were removed.

• Contributed to the development of a structured data upload framework, ensuring smooth integration into the client’s CAFM (Computer-Aided Facility Management) system.

Results

• Successfully supported the survey and categorisation of all assets, ensuring database integrity.

• Assisted in implementing a standardised naming convention, enhancing consistency across asset records.

• Helped streamline data uploads, enabling efficient asset management and tracking.

• Contributed to the creation of a repeatable framework, allowing for future asset surveys and updates.

Conclusion

By supporting this structured asset survey, MostonASSET played a key role in helping the client establish a fully structured and compliant asset register, ensuring long-term operational efficiency and maintenance planning.