Case Studies

Problem 

A large retail organization managed critical safety and audit information such as injury reports, incident reports, insurance claims, safety audits, and certification records through a scattered collection of independent forms. Data arrived through multiple channels but was mainly passed through email. Because information lived in spreadsheets, inboxes, and disconnected files, the Safety & Audit team faced: 

• No centralized view of each incident 

• Difficulty tracking the full lifecycle of a case 

• Delays in follow‑up due to fragmented data 

• Duplication of effort when compiling reports 

• A lack of structured, consistent data entry 

• Inability to efficiently meet internal goals for digitization and reporting 

  
  

The result was an inconsistent process that hindered safety oversight, slowed compliance reporting, and made trend analysis nearly impossible. 

Solution 

To unify the process, the team built a centralized data source and a model‑driven app to serve as the hub for all safety‑related records. Key components included: 

• Consolidating all safety and audit forms directly into the model‑driven app, eliminating the need for Microsoft Forms 

• Streamlining data collection so all new submissions flowed into one consistent system 

• Allowing staff to pull up a full incident record in one place including field input, HR updates, certifications, and approval stages 

• Ensuring that incoming data from various departments was captured centrally rather than sitting in inboxes 

• Aligning the solution with the department’s long‑term goal to fully digitize and centralize safety reporting which was achieved years ahead of schedule 

  
  

The organization immediately adopted the system, noting how much more efficient it was than their previous patchwork of forms and spreadsheets. 

Impact 

The new centralized platform delivered substantial operational benefits: 

• Achieved long‑term digital transformation goals early: A multi‑year objective to centralize safety data was completed within a single project. 

• Improved visibility and traceability: Staff can now look up any incident and see all related information consolidated in one interface. 

• Enhanced safety outcomes: Consolidated incident and audit data enables deeper trend analysis and earlier identification of recurring risks. 

• Reduced liability exposure: More complete and accurate reporting supports compliance with regulatory bodies and external agencies. 

• Significant efficiency gains: By removing manual data consolidation, staff have reclaimed time to focus on higher‑value safety and compliance work. 

• Improved collaboration and communication: Data no longer disappears into private emails or siloed folders, strengthening cross‑department awareness. 

  
  

Leadership expressed strong satisfaction, noting the project’s role in meeting departmental goals and increasing overall efficiency. 

Broader Applicability 

Organizations of all sizes, especially those with field teams, safety requirements, or compliance obligations, face similar challenges when incident and audit data are scattered across multiple systems or inboxes. Centralizing these workflows can: 

• Reduce risk by ensuring complete, accurate reporting 

• Improve response times and follow‑up for safety events 

• Create a single source of truth that supports audits and regulatory compliance 

• Enable meaningful trend analysis to prevent future incidents 

• Streamline labor‑intensive processes and reduce administrative overhead 

• Strengthen organizational readiness for future AI‑driven analytics 

  
  

This project demonstrates how a well‑designed model‑driven app can transform safety management from a reactive, fragmented effort into a proactive, data‑driven program.