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Platform Video: Workflow

Industry Trends & Challenges


Historically, the process of inspecting and issuing certificates for Gas (CP12) and Electricity (EICR) safety compliance was a manual, paper-based task, often taking weeks to complete.

The process would entail the manual completion of a form which would then be returned via post for processing. Once it reached its destination the details would be keyed into a back-office system and a certificate would be generated and issued.

This elongated and extremely dated process was flawed at a number of points, with forms having the potential to be mislaid and the potential for manual data entry error.

Platform Video: Workflow

K2 + Velocity IT Solution


Velocity IT’s responsive solution uses K2’s workflow capabilities combined with Microsoft Dynamics and SharePoint asset management to present a time and cost-efficient alternative to a conventionally manual, arduous and error prone compliance process. Velocity IT designed and implemented a mobile solution facilitates the completion of the CP12 & EICR survey forms on a tablet device.

A More Efficient Safety Certificate Solution


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Accessible & Fast


  • Certificate completion is digital, removing any paper-based requirement
  • Data is captured on-site, during inspection and saved offline, ready to automatically sync with Microsoft Dynamics back-office system
  • Certificates are produced & issued automatically

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Greater Visibility 


  • Enables greater visibility and faster access to certifications in line with regulation and compliance

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Process Efficiency Improvements


  • Time to produce certifications reduced from weeks to a matter of hours
  • Removed the necessity for double-entry of data
  • Eliminate the potential of ‘lost’ surveys
  • Improve accuracy of certificates being issued

How it Works


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Survey Completion


  • A connected, mobile application ensures that engineers are ready for the day’s survey work.
  • Real-time data validation and confirmation signatures handled as part of the form, ensuring that necessary information and client signatures are captured appropriately.
  • Surveys are captured offline and saved locally for syncing with back-end systems at a later time.

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Data Sync


  • Automatic data syncing occurs once the engineer is back online and, automatically kicks off the K2 approval workflow and sends the completed form to the back-office Microsoft Dynamics system.

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Auto Issue Compliance


  • Compliance certificates are auto-populated using the data from the form and saved on the SharePoint database and sent to the client via email.


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Who We Are


Powered by the K2 low-code platform, Velocity IT work closely with their clients to discover and understand the problem(s) they want to solve, within the context of broader business optimization goals, to ensure every digital transformation project delivers maximum value.

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K2 helps you build apps that drive your business forward. Create powerful forms, workflows, and business applications that tie into your line-of-business systems.

Velocity IT specialise in Digital Transformation Solutions focused on workflow, business process automation and RPA. Using the latest low-code technologies, our core focus is the optimisation of your business, it's processes and your customer engagement - whether you are looking to invest in emerging technologies like AI, Cognitive Technologies, IoT and augmented reality, or just have a manual process that requires automation, we will leverage our expertise to deliver the perfect solution for your business.