Embedded Files
The construction company had long depended on paper forms to capture field activities and hazard assessments. While this method was familiar, it often created problems: misplaced forms, incomplete entries, and delays in transferring information back to the office. These issues not only caused inefficiencies but also raised concerns about compliance and safety oversight. A digital approach was needed—something lightweight and accessible to workers in the field.
I started by shadowing crews and speaking with supervisors to see how forms were filled out in real time. From there, I reviewed the most frequently used documents and worked with stakeholders to identify which forms would deliver the biggest impact if digitized first. Because adoption was a key concern, I structured the rollout in phases. Hazard assessments were prioritized as the first digital forms, since they were high-risk and high-frequency, before extending the system to job activity records. This gradual approach helped the team adjust to the new process while still delivering early improvements in accuracy and speed.
Business Context & Challenge
Business Context & Challenge
Industry: Residential and commercial construction
Paper forms used for daily job and safety logs caused frequent errors and delays
Stakeholders: Field supervisors, site workers, administrative staff
Business need: Digitize forms to reduce loss, rework, and improve site-level compliance
My Role & Objectives
My Role & Objectives
Led requirements gathering and solution prototyping
Delivered editable, low-barrier tools for field use
Success Criteria: Reduce form errors, simplify data handling
Constraints: Minimal training time; workers with low digital familiarity
Analytical Approach
Analytical Approach
Techniques Applied
Techniques Applied
Document Analysis, Stakeholder Interviews, Process Mapping, Lessons Learned
Focused on high-volume, error-prone forms first
Tested solution usability in field conditions
Tools Utilized
Tools Utilized
Microsoft Excel (form templates with validations)
Lucidchart (workflow mapping)
Google Docs (feedback & revisions)
Thought Process & Journey
Thought Process & Journey
Discovery Phase
Discovery Phase
Inconsistencies and missing info were common
Hypothesized that poor layout, not intent, caused issues
Strategy: Prioritize quick gains with minimal disruption
Analysis Phase
Analysis Phase
Mapped existing form flow; interviewed foremen
Found repeated confusion around field instructions
Defined key data fields that must be digitized
Solution Design
Solution Design
Built Excel-based FLHA & job log templates
Added drop-downs, auto-fill, and locked formatting
Matched layout to paper version for quick adoption
Deliverables Created
Deliverables Created
FLHA Form (Excel with validations)
Job Activity Log (Excel)
Workflow Diagram
Implementation checklist
Results & Impact
Results & Impact
Form completion time improved by ~25%
Reduced errors and re-submissions by field staff
Admins processed forms faster, improving record traceability
Lessons Learned & Growth
Lessons Learned & Growth
Simple formatting changes can drive major behavior shifts
Engaging end users early increases adoption
Even non-digital teams can adapt with the right support
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