How Zoho Creator powered a LEEA-compliant lifting & HSE ERP for Scope Petroleum Services

The company

Scope Petroleum Services (SPS) is an oilfield services company based in Basra, Iraq. The company provides a diverse range of technical services to the oil and gas sector, including:

• Lifting inspection: Surveys and testing for lifting equipment—from shackles and slings to offshore cranes—aligned with LEEA standards
• NDT inspection: Utilizing Magnetic Particle (MPI), Dye Penetrant (DPI), Eddy Current (ECT), and Ultrasonic Testing (UT)
• HSE training: Delivering safety training aligned with OSHA requirements and relevant ASME practices, covering safe work procedures, risk assessment, and operational safety controls
• Lifting operations training: As a LEEA-aligned provider, SPS delivers courses such as Appointed Person for Lifting Operations and Lifting Supervisor

As part of Iraq’s energy sector, SPS must maintain rigorous standards to satisfy the safety requirements of global energy majors.

The challenges

Prior to the ERP implementation, SPS relied on a disconnected suite of tools, including Excel spreadsheets, Word-based certificates, email approvals, and manual logs. This legacy approach created significant operational bottlenecks:

• Fragmented data management: Lifting accessories (slings and shackles) and appliances (cranes and hoists) were not captured in a single, searchable register.
• Compliance visibility: It was difficult to systematically track inspection due dates and certificate expirations, increasing the risk of equipment being used past its safety window.
• Audit readiness: Providing a complete inspection history during audits or client reviews was a "slow and painful" manual search process.
• Certificate integrity: Clients had no real-time way to verify the authenticity of a certificate, which is a critical requirement in offshore and onshore safety.

The solution

To modernize these critical operations, SPS talked to TECHNO SET, a Zoho Advanced Partner, to design and deploy a centralized lifting inspection and HSE training ERP. The solution transformed SPS’s service delivery from a manual, paper-heavy process into a standard-aligned digital powerhouse, ensuring total transparency and LEEA-compliant safety for international oil and gas clients.

Core modules of the TechnoInspect ERP:

• Centralized lifting register: The equipment-centric master database contains Safe Working Load (SWL), identification numbers, and full inspection histories for all client assets.
• Advanced certification engine: The system supports over 100 types of certificates, from special tools and MPI to lori loaders. When an engineer selects a certificate type, the system automatically populates the required fields and customer data, minimizing manual entry.
• Digital verification (QR and signatures): Every certificate is generated with a QR code and digital signature. This allows quality control officers to scan a certificate and instantly verify its status or download a protected PDF copy.
• HSE and lifting training management: A dedicated module tracks training attendance, competency matrices, and course schedules. It monitors refresher needs for specialized roles like riggers and inspectors.
• Operational dashboards: Dashboards give real-time visibility into inspector workloads, upcoming renewals, and training compliance.

Benefits and ROI

By automating inspection schedules and maintaining audit-ready records, the system ensures that SPS and its clients comply with international safety frameworks. The inclusion of checklist-based inspections ensures that Competent Persons (as defined by LEEA and LOLER) perform their duties with a standardized digital guide, reducing human error and ensuring that all primary load-path elements are thoroughly examined.

Key benefits

Faster, more reliable compliance outputs

• All inspection certificates are now generated as fully protected, digitally signed PDFs, ensuring the integrity of safety-critical data and full alignment with international standards.
• This automation reduced certificate and report issuance times by 50%, while achieving 100% compliance with LEEA and ISO-aligned requirements.

Higher inspection throughput through on-site mobility

• Engineers capture inspection data on site using mobile devices, creating a verified “birth certificate” for each equipment item at the moment of inspection.
• This eliminated post-inspection data entry and rework, driving an over 40% productivity increase across inspection and QA teams and enabling up to 70% expansion in inspection capacity without proportional increases in headcount.

Improved transparency and client experience

• Clients now have full, self-service access to equipment status through digital registers and QR-based certificate validation.
• This level of transparency shortened validation cycles, improved trust, and contributed to 30–45% revenue growth, driven by higher inspection throughput, faster invoicing, and stronger client retention.

Improved transparency and client experience

• Automated alerts for inspections, renewals, and expiration dates ensure that no equipment falls out of compliance.
• With 75–85% of compliance workflows automated, Scope Petroleum Services significantly reduced operational risk and minimized the likelihood of non-compliant equipment being used on site.

Looking forward

Scope Petroleum Services plans to expand the ERP to include tubular inspection capabilities, enabling end-to-end management of tubular inspection workflows, reporting, and certification.