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#18 Incidents

HSE incident reporting with root cause analysis

Mobile app to report accidents / near-misses, with guided form, photos and investigation workflow until closure.

Implementation: 4-6 weeks 5 technologies
The pain

What it costs you today

In an industrial operation with 800 workers and 4 rotating shifts, HSE incidents are reported in a Word template, printed, signed with a pen and filed in a physical folder that ends up in the shift supervisor's locker, and when the ISO 45001 audit lands the team has to open 50 folders, scan them and consolidate by hand over a full month of preparation that consumes the entire team. The HSE team spends 12 to 18 hours per week consolidating reports and chasing owners to close corrective actions, and traceability of an incident to root cause via 5-Why is practically impossible to reconstruct. An uninvestigated serious near-miss older than 30 days triggers a regulator observation from the labor authority with a potential fine of up to USD 50,000. "We have incidents from 2022 with corrective actions still open" is what one safety coordinator confessed to the audit committee. What does it cost to run an HSE process that cannot survive an audit without a full month of manual preparation?

The value

What changes when you have it

The operator opens the app from the corporate phone at the moment of the incident or near-miss, completes the guided form step by step, uploads georeferenced photos, and the report lands in Dataverse with an immutable timestamp and an automatic case number. The supervisor assigns the investigator, runs the 5-Why analysis, defines corrective actions with owner, target date and verification, and the app fires automatic reminders via Teams until closure with the verifier's digital signature. The visible output is the mobile Canvas app plus a Power BI dashboard with incident rate, days-without-accident and action backlog by area, served to the HSE committee each month. The solution is in production at a 1,200-employee petrochemical plant with 6 operating areas where the latest ISO 45001 audit closed without major non-conformities and the open-action backlog dropped 80%. The project pays for itself with the first avoided sanction and the renegotiated ARL premium.

Stack
Technologies we touch in the implementation
Power Apps CanvasDataversePower AutomatePower BISharePoint
HSE incident reporting with root cause analysis
#18 · Incidents

Mobile form + incidents and actions dashboard

Technical references
Incidents

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