Case Study: PJ Hegarty achieves 25% admin time reduction and 40% increase in safety observations with FlowForma Process Automation

Site Safety Solution Kickstarts Digital Transformation

PJ Hegarty, an Irish construction firm with over 95 years in business, faced an overly manual Safety Behavior Observation (SBO) process that relied on paper cards and Excel, creating heavy administrative load, inconsistent reporting, and no real-time insight. To modernize this critical health and safety workflow they selected FlowForma and its no-code FlowForma Process Automation platform to digitalize SBOs and other safety processes.

FlowForma implemented a proof-of-concept using its mobile app, QR-code capture, SharePoint Online integration and built-in analytics, training teams to adopt the new workflows. The pilot scaled to 50+ processes and delivered measurable benefits: administration time down 25%, SBOs input increased 45%, observation data up ~40%, and a reduction in safety incidents alongside real-time dashboards and improved EHS productivity.

PJ Hegarty

Anthony Condon

Digital Manager