Case Studies — FlowHSQE

Manufacturing · 400+ employees

Automated Incident Reporting

Problem

Incidents were reported by email, with inconsistent detail and no automatic escalation, leading to delayed investigations.

Solution

A Microsoft Forms report triggers a Power Automate workflow that classifies severity, notifies the relevant manager in Teams, and logs the record in SharePoint.

Technologies used

FormsPower AutomateSharePointTeams

Result: Escalation time cut from days to minutes.

Construction · Multi-site

Audit Action Tracker

Problem

Audit findings were tracked in disconnected spreadsheets across sites, making follow-up and close-out difficult to verify.

Solution

A centralised SharePoint list holds every action, with Power Automate handling reminders, overdue escalation and sign-off approvals.

Technologies used

SharePointPower AutomateOutlook

Result: 100% of actions now tracked to close-out with full audit trail.

Facilities Management · National

Digital Inspection Forms

Problem

Paper-based site inspections were slow to compile, easy to lose, and gave no real-time view of site condition.

Solution

Field teams complete inspections on mobile using Microsoft Forms, with results and photos flowing automatically into SharePoint and Power BI.

Technologies used

FormsSharePointPower BI

Result: Inspection turnaround reduced from a week to same-day.

Logistics · Contractor-heavy

Contractor Approval Workflow

Problem

Contractor inductions, documentation and approvals were managed manually, creating compliance risk and onboarding delays.

Solution

A Power Automate workflow routes contractor submissions for review, checks required documents are present, and grants site access approval automatically once complete.

Technologies used

Power AutomateSharePointTeamsOutlook

Result: Onboarding time reduced by 60%.

Engineering · 250 employees

Training Matrix Automation

Problem

Training and certification expiries were tracked manually in Excel, and expired certifications frequently went unnoticed.

Solution

A live training matrix in SharePoint automatically flags upcoming expiries and notifies both employees and managers via Teams and Outlook.

Technologies used

SharePointPower AutomateExcelTeams

Result: Zero lapsed certifications since go-live.

Food Production · ISO 9001

Monthly KPI Dashboard

Problem

Management review packs took days to compile each month, pulling data from multiple disconnected spreadsheets.

Solution

A Power BI dashboard pulls live data directly from SharePoint and Forms submissions, giving leadership an always-current view of HSQE performance.

Technologies used

Power BISharePointForms

Result: Reporting time cut from 3 days to under 1 hour.

More case studies and in-depth write-ups are added regularly as projects complete. If you'd like to see how a similar automation could work for your team, book a free discovery call.

Real Automation Projects

Automated Incident Reporting

Audit Action Tracker

Digital Inspection Forms

Contractor Approval Workflow

Training Matrix Automation

Monthly KPI Dashboard

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