Istify Case Study: Field audit mobile app

At a glance

Auditors capture site data on their phones

Every site’s data arrives in one structure

Clients follow progress in their own app

Reports approved before release

The challenge

What Istify needed to fix

Istify is a Saudi ESG and energy-efficiency consulting and platform company. Shyphan built its mobile apps: a field app that auditors use to capture site and energy data, a client app for following progress and reports, and the backend and admin dashboard behind them.

Data capture on siteAuditors needed structured forms, photos and meter readings on their phones, even with poor signal.
Consistent baselinesData from every site had to arrive in the same structure to build energy and carbon baselines.
Client visibilityClients wanted to follow milestones and reports without waiting for emails.
Report approvalReports had to be approved before they reached the client.

Digital smart electricity meter with LCD display. Photo credit

Before and after

What changed for the team

BeforeAfter

Auditors needed structured forms and meter readings on site, even with poor signal

The field app captures forms, photos and readings offline and syncs later

Data from every site had to arrive in one structure for baselines

Every site's data reaches the ESG backend in the same structure

Clients waited for emails to follow milestones and reports

Clients follow milestones and reports in their own mobile app

Reports had to be approved before they reached the client

Only reports approved in the admin dashboard are released to clients

How it works

The business process, step by step

01
Site audit
Auditors visit each site and use the field audit app to complete structured forms per site and asset, adding photos, meter readings and notes. The app works offline when signal is poor.
02
Data sync
When the device is back online, the field app syncs the captured audits to the ESG data backend, where every site's data is stored in the same structure.
03
Baseline model
The backend uses the structured site data, together with energy and carbon data ingested via API where the source permits, to build each client's energy and carbon baseline.
04
Consulting milestones
Istify's team tracks the consulting milestones for each client project, using the client and project records held in the admin dashboard so progress is recorded against the right engagement.
05
Report approval
Reviewers use the admin dashboard to check submitted audit data and approve each report. Only approved reports move on, so nothing reaches the client before it has been signed off.
06
Client app
Clients open their own mobile app to follow milestones and project status and read approved reports and dashboards, with push notifications telling them when a new report or milestone is ready.

The solution

What we built for Istify

Shyphan delivered the project on Field audit mobile app, Client mobile app, ESG data backend and Admin dashboard, covering a 6-step process with 4 integration points.

Field audit mobile app

Audit forms per site and asset
Photos, meter readings and notes
Offline capture with later sync

Field audit mobile app

Audit forms per site and asset
Photos, meter readings and notes
Offline capture with later sync

Continue

Client mobile app

Milestones and project status
Approved reports and dashboards
Notifications when a report is ready

Client mobile app

Milestones and project status
Approved reports and dashboards
Notifications when a report is ready

Continue

ESG data backend

Structured site data for baselines
Data ingestion from energy and carbon sources where permitted

Admin dashboard

Audit review and report approval
Client and project management

Who uses it

Field auditors

Complete site and asset audit forms on their phones, adding photos, meter readings and notes, even offline

Reviewers and consultants

Review synced audit data, track consulting milestones and approve reports in the admin dashboard before release

Administrators

Manage client and project records in the admin dashboard so each audit and report is linked correctly

Clients

Use the client app to follow milestones and project status and read approved reports and dashboards

Architecture

How the systems connect

InputsField audit appEnergy data APIsCarbon data APIs

Delivered by ShyphanField audit mobile appClient mobile appESG data backendAdmin dashboard

OutputsClient mobile appPush notificationsApproved reports

Integrations

Carbon and energy data via API
Data ingested where the source permits.
Field app to backend
Audits sync when the device is online.
Report approval to client app
Only approved reports reach the client.
Notifications
Push alerts for new reports and milestones.

Reports and dashboards

Audit review queue

Synced site audits awaiting review in the admin dashboard, with forms, photos and meter readings

Energy and carbon baseline

Baselines built from structured site data and permitted energy and carbon sources for each client

Client project status

Milestones and project status for each client, shown in the client mobile app

Report approval

Reports pending or approved in the admin dashboard, controlling what is released to the client app

The results

What the system does now

Auditors capture site data on their phones
Every site’s data arrives in one structure
Clients follow progress in their own app
Reports approved before release

Delivery

Five phases, discovery to support

01
Discovery
Process mapping, documents and data reviewed with each team.
02
Design
Target flow agreed across 4 apps and 4 integration points.
03
Build
Apps configured, custom logic built and integrations connected.
04
Test and train
User acceptance testing with real scenarios and role-based training.
05
Go-live and support
Cut-over, hypercare and ongoing improvements.

Local rules built in

ZATCA e-invoicing

Fatoora-format tax invoices with XML and QR, cleared or reported as required.

15% VAT

Standard, zero-rated and exempt supplies mapped, with return-ready reports.

Saudi PDPL

Personal data kept to what the process needs, with role-based access.

Arabic and English

Bilingual documents where customers and authorities expect them.

FAQ

Questions about this project

What happens if an auditor has no signal on site?

The field audit app is built for offline capture. Auditors complete forms, take photos and record meter readings without a connection, and the app keeps the audit on the device. When the phone is online again, the audit syncs to the ESG data backend.

How does Istify control which reports clients see?

Reports are reviewed and approved in the admin dashboard. Only approved reports are passed to the client mobile app, and clients receive a push notification when a new report is ready. Unapproved reports stay on the admin side of the platform.

Does the platform pull data from outside sources?

Yes, where the source permits it. The ESG data backend can ingest energy and carbon data via API and combine it with the structured site data captured by auditors in the field app. Ingestion only happens where the source allows it.

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Istify

What Istify needed to fix

What changed for the team

The business process, step by step

Site audit

Data sync

Baseline model

Consulting milestones

Report approval

Client app