Digitizing Operational Workflows with Scalable Digital Forms & Reporting

DIGITAL TRANSFORMATION

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OVERVIEW

A global dairy manufacturing organization specializing in milk and high-protein beverage production sought to modernize its operational data collection and reporting processes across multiple facilities.

The organization required a scalable, standardized solution to replace manual and fragmented workflows.

THE CHALLENGE

The client faced several challenges with their existing processes:

• Reliance on manual, paper-based forms and inconsistent digital tools
• Limited visibility into asset reliability and operational performance
• Lack of standardized reporting across sites and teams
• Inefficient workflows for diagnostics, approvals, and documentation
• Difficulty managing asset data, parts lists, and OEM updates in a centralized system

The client needed a unified digital solution to improve data accuracy, streamline workflows, and enable real-time visibility into operations.

THE SOLUTION

DASH Engineering partnered with the client to design and implement a comprehensive digital forms and reporting system using the Ignition Perspective platform.
Centralized Reliability Digital Reporting
  • Defined and documented business and functional requirements for a centralized reliability reporting system
  • Designed system behavior, workflows, and user interactions aligned with operational needs
Digital Forms Expansion & Enhancement
  • Developed new digital forms (including Factory Acceptance Testing forms) 
  • Enabled flexible form configurations to support diverse operational use cases 
Advanced Functionality & System Features
  • Dynamic Asset Management: Ability to add or remove assets directly within forms
  • Parts & Documentation Management
  • Expanded Data Capture 
Automated Reporting & Notifications
  • Developed automated PDF report generation for all digital forms
  • Standardized report formatting for consistency across operations
Role-Based Access & Workflow Approvals
  • Designed and implemented role-based access control (RBAC)
  • Defined user roles for form creation, review, and approval
  • Built structured approval workflows aligned with operational processes 

THE RESULTS

Real-time Visibility

into asset performance and diagnostics

FASTER REPORT GENERATION

and distribution

0%

0%

IMPROVEMENT IN DATA ACCURACY

and consistency

0%

reduction

in manual data entry and paperwork

Improved Decision Making Speed

with standardized reporting

deployed across multiple facilities

Scalable Solution

BUSINESS INTELLIGENCE / MANAGED
REQUIREMENTS / AUTOMATION LAYER / OT NETWORK / OEE / ERP TRANSFORMATION / WMS / QMS / CLOUD ARCHITECTURE / FOOD AND BEVERAGE / CONSUMER PACKAGED GOODS
MES SOLUTIONS / DATA INDUSTRIAL MANAGEMENT / HMI / SCADA SYSTEMS / AUTOMATION AND CONTROLS / ENTERPRISE APPLICATION INTEGRATION / BUSINESS INTELLIGENCE
BUSINESS INTELLIGENCE / MANAGED SERVICES / EMBEDDED ENGINEERING / BUSINESS REPRESENTATIVE / SMART MANUFACTURING CONSULTING / INFRASTRUCTURE / FUNCTIONAL REQUIREMENTS

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