JO
Joint Operations
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CASE STUDY
LIVE IN PRODUCTION
Case studies/Case study
Professional Services
JO
Joint Operations
Marketing & events operations

From paper and guesswork to a live view of every asset.

Joint Operations ran its whole event-equipment operation on paper — no tracking, no audit trail, no reliable way to stop double-bookings. Cloudbliss built one system that catalogues every asset, auto-assembles event kits, and tracks the full lifecycle from dispatch to return. They came back for Phase 2.

100%
Asset visibility, from zero
Phase 2
Client returned to expand
Project snapshot
Industry
Events & marketing operations
Team
1 developer
Build effort
≈120 hours
Engagement
Event Asset Management System
Stack impact
No new licensing
Microsoft stack
Power Apps · SharePoint · Power BI
Status
In production · Phase 2
Professional Services
0
Double-bookings since go-live
Outcomes · measured
0
Double-bookings
Since go-live, via live availability checks
100
%
Asset visibility
Location, condition and availability, live
Full
Audit trail
Every dispatch, on-site change and return
Phase 2
Repeat engagement
The client returned to expand it
The short version
The three things that mattered for the quick skim.
Read the full story
1
Going from paper to a live system eliminated double-bookings and gave Joint Operations a complete audit trail for every event.
2
Built entirely on the client's existing Microsoft 365 — Power Apps, SharePoint and Power BI — with no new licensing.
3
The clearest proof of value: the client came back for a Phase 2, expanding the platform across their sales force.
01
Challenge

An entire event-equipment operation run on paper — no tracking, no audit trail, and no way to stop double-bookings.

Joint Operations' marketing team ran every event off a shared inventory of equipment, and the whole process lived on paper. There was no visibility of where any asset was at a given moment, no audit trail for dispatch, on-site changes or returns, and no systematic record of condition, damage or loss.

With no reliable way to check availability across dates, double-bookings were routine and missing or damaged kit was a surprise discovered too late. Every booking was, in effect, a guess.

02
Approach

One system on the Microsoft platform they already paid for — catalogue, bookings, and full lifecycle tracking.

Cloudbliss built a centralised asset and event management system for the marketing department on a Power Apps Canvas front end with a SharePoint back end — no new licensing, running entirely on the client's standard Microsoft 365.

It holds a full asset catalogue with condition, location, maintenance history and photos; event bookings that auto-assemble asset kits and check live availability across date ranges to prevent double-bookings; and full lifecycle tracking — pick-list generation, barcode- and QR-scanned dispatch via the device camera, on-site check-outs, and returns with condition verification and photo evidence. An approval workflow routes rep-submitted event requests to Marketing, with email notifications on key status changes.

It was delivered by a single developer working directly with the Marketing department as stakeholder, in roughly 120 hours of focused build.

03
Outcome

Full visibility, zero double-bookings, and a complete audit trail for every event.

Joint Operations went from manual tracking — with missing items and inaccurate stock records — to a live view of asset location, condition and availability where there was none before. Automated availability checks eliminated double-bookings, every event now carries a complete audit trail from dispatch through on-site additions to return, and damage or loss is tracked with photo evidence.

Auto-generated pick lists sped up event turnaround, utilisation insights now support smarter purchasing, and reps have a self-service channel to view the catalogue and submit requests.

04
Phase 2

The strongest signal a client can give: they came back to take it to v2.0.0.

Joint Operations returned for a second engagement, taking the system to v2.0.0 — structured request-booking, event duplication, rep event visibility, a full Power BI reporting layer (utilisation, availability, damage and loss, turnaround), and Home Screen quick actions — targeted at a 1 July 2026 production cutover.

What started as a fix for a paper process is now a platform the business is expanding across its sales force.

Assembling an event kit
Auto pick-lists — ~8× faster
Before
40
min
After
5
min
In their words
We've gone from manual tracking, with missing items and inaccurate stock records, to a live view of asset availability and locations. Cloudbliss made what could have been a very challenging project feel straightforward. I cannot recommend them enough.
LM
Laura McClements
Medical Education & Events Specialist · Joint Operations
How we did it

Projecttimeline.

In production · Phase 2 in build
Wk 1–2
Discovery & design
Complete
Mapped the asset catalogue, booking rules, and the lifecycle from dispatch to return.
Wk 3–6
Build (Phase 1)
Complete
Canvas app and SharePoint back end: catalogue, bookings, barcode dispatch and returns.
Wk 7–8
Go-live & embed
Complete
Rolled out to Marketing, with self-service request access for reps.
In build
Phase 2 (v2.0.0)
In progress
Request-booking, event duplication, a Power BI reporting layer and Home Screen quick actions — targeted 1 July 2026.
Built on

Technologystack.

All Microsoft-first, no custom infra.
Power Apps (Canvas)
SharePoint
Power BI
Power Automate
Barcode / QR scanning
Microsoft 365
Sound familiar?

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