DIGITALISING FIRST LINE OF DEFENSE ACTIVITIES IN THE OIL AND GAS INDUSTRY
RISK MITIGATION CASE STUdy
An industry-leading company in the oil and gas sector has implemented the CARE digital platform to improve their first line of defense activities. These activities are planned upfront as part of their divisional targets, and the CARE platform helps monitor and assess if the targets are being met in terms of the number of planned inspections.
The platform also facilitates the identification of issues at an early stage, which could lead to additional training, process improvements, and corrective actions. The CARE platform integrates these first line of defence checks via the iCertify module, which validates and ensures the certification status of personnel.
This use case focuses on the benefits and advantages of using the CARE platform while strengthening their first line of defense being active in the highly regulated oil and gas industry.
CHALLENGES
Prior to adopting the CARE digital platform, our client managed their first line of defense activities manually, which made it difficult to track planned inspections, identify issues in a timely manner, and ensure prompt follow-up and closure of actions. There was a need to streamline and automate these activities to enhance operational efficiency, risk mitigation, and decision-making.
The CARE digital platform provides our client with a comprehensive solution for managing their first line of defense activities. By linking the iCertify module to the first line of defense activities, our client ensures that only certified individuals have access to specific checklists and activities.
This integration adds an additional layer of control and validation, guaranteeing that critical activities are performed by skilled and certified personnel, reducing the potential for errors and promoting a safer working environment. Furthermore, The iCertify module allows for the creation of competency passes, which can be easily checked by reading the QR code with any mobile device.
CARE FEATURES AND BENEFITS
1. Target Monitoring
The CARE platform allows the company to define divisional targets for the number of planned inspections. These targets are tracked in real-time, providing visibility into the progress and ensuring accountability for meeting the set goals. Dashboards and reports enable management to monitor performance and take timely decisions based on real-time data analytics.
2. Inspection Workflow Inspectors perform their work using tablets equipped with the intelligent CARE App. They have access to pre-defined checklists of inspection activities and requirements. During the inspection-round, the data is synchronized with the CARE cloud platform, and the team is automatically notified of the captured information.
3.Early Issue Identification The user-friendly CARE App enables inspectors to identify issues in the field and create actions directly via their tablets. These actions can include requests for extra training, process improvements, or other necessary steps to address the identified issues. The platform notifies the respective action owners, ensuring timely awareness and immediate action and follow-up.
4. Action Management Action owners receive notifications regarding the actions assigned to them through the CARE platform. They can track and manage the actions, ensuring follow-up and closure in a timely manner. This streamlined process facilitates efficient collaboration and eliminates the need for manual tracking and communication.
5. Dashboard and Reporting The CARE platform provides dashboards and reports that monitor the first line of defense activities. Management has real-time visibility into the status of inspections, identified issues, and actions taken. This empowers decision-makers to assess the effectiveness of controls, identify trends, and make data-driven decisions to improve operations and mitigate risks. All this is resulting in day-by-day, operational assurance.
OUR CLIENT'S BENEFITS 1. Enhanced Risk Mitigation The platform facilitates early identification of issues during inspections, enabling prompt corrective actions. This proactive approach helps mitigate risks, improve process effectiveness, and prevent potential incidents or non-compliance penalties.
2. Streamlined Communication and Collaboration The CARE platform ensures seamless communication between field workers, field inspectors, action owners, and management. Notifications and alerts enable timely awareness and efficient action, fostering collaboration and accountability across the organization, thus leading to better workforce utilization and ultimately, employee happiness.
3. Efficient Target Monitoring The real-time tracking of planned inspections against divisional targets allows the management to assess performance and take corrective measures when necessary. Dashboards and reports provide insights into the status and progress of activities, enabling informed decision-making and operational assurance.
4. Improved Compliance and Process Quality The systematic approach provided by the CARE platform ensures that inspections and control activities are consistently executed according to internal policies and procedures. This strengthens compliance efforts and contributes to maintaining corporate process quality standards.
5. Data-Driven Decision-Making The CARE platform's robust reporting capabilities and real-time data availability empower management to make data-driven decisions. The insights gained from the dashboards and reports enable continuous improvement, effective resource allocation, and strategic planning, and avoids potentially heavy penalties.
6. Certification Validation The iCertify module validates the certification status of individuals before allowing access to specific checklists within the CARE platform. This ensures that only certified personnel can execute certain critical checks, significantly reducing risk and cost of risk, while maintaining compliance with industry standards and regulations.
7. Real-Time Certification Status Each worker's competency pass is associated with a unique QR code. Field supervisors or personnel responsible for verifying certifications can easily scan the QR code using any mobile device. This integration between the CARE platform and the iCertify module ensures that the displayed certifications are up to date and accurately reflect the worker's current competency status. This real-time synchronization eliminates potential errors or delays in verifying certifications and enhances the reliability of the verification process.
OUTCOME The platform's user-friendliness with integrated features for target monitoring, inspection workflow, issue identification, action management, and reporting have transformed our clients' first line of defense activities, mainly because of its important reach within the organization.
By enabling early issue identification, efficient action management, and data-driven decision-making, the CARE platform empowers our client to maintain effective internal controls, improve process quality, and ensure compliance in their highly regulated oil and gas industry, leading to significant risk reduction, across. The use of QR codes linked to competency passes enables quick and accurate verification of workers' certifications, ensuring that only qualified personnel perform specific tasks. This streamlined process enhances compliance monitoring and promotes a safer overall working environment impacting employee happiness.
2. Inspection Workflow Inspectors perform their work using tablets equipped with the intelligent CARE App. They have access to pre-defined checklists of inspection activities and requirements. During the inspection-round, the data is synchronized with the CARE cloud platform, and the team is automatically notified of the captured information.
3.Early Issue Identification The user-friendly CARE App enables inspectors to identify issues in the field and create actions directly via their tablets. These actions can include requests for extra training, process improvements, or other necessary steps to address the identified issues. The platform notifies the respective action owners, ensuring timely awareness and immediate action and follow-up.
4. Action Management Action owners receive notifications regarding the actions assigned to them through the CARE platform. They can track and manage the actions, ensuring follow-up and closure in a timely manner. This streamlined process facilitates efficient collaboration and eliminates the need for manual tracking and communication.
5. Dashboard and Reporting The CARE platform provides dashboards and reports that monitor the first line of defense activities. Management has real-time visibility into the status of inspections, identified issues, and actions taken. This empowers decision-makers to assess the effectiveness of controls, identify trends, and make data-driven decisions to improve operations and mitigate risks. All this is resulting in day-by-day, operational assurance.
OUR CLIENT'S BENEFITS 1. Enhanced Risk Mitigation The platform facilitates early identification of issues during inspections, enabling prompt corrective actions. This proactive approach helps mitigate risks, improve process effectiveness, and prevent potential incidents or non-compliance penalties.
2. Streamlined Communication and Collaboration The CARE platform ensures seamless communication between field workers, field inspectors, action owners, and management. Notifications and alerts enable timely awareness and efficient action, fostering collaboration and accountability across the organization, thus leading to better workforce utilization and ultimately, employee happiness.
3. Efficient Target Monitoring The real-time tracking of planned inspections against divisional targets allows the management to assess performance and take corrective measures when necessary. Dashboards and reports provide insights into the status and progress of activities, enabling informed decision-making and operational assurance.
4. Improved Compliance and Process Quality The systematic approach provided by the CARE platform ensures that inspections and control activities are consistently executed according to internal policies and procedures. This strengthens compliance efforts and contributes to maintaining corporate process quality standards.
5. Data-Driven Decision-Making The CARE platform's robust reporting capabilities and real-time data availability empower management to make data-driven decisions. The insights gained from the dashboards and reports enable continuous improvement, effective resource allocation, and strategic planning, and avoids potentially heavy penalties.
6. Certification Validation The iCertify module validates the certification status of individuals before allowing access to specific checklists within the CARE platform. This ensures that only certified personnel can execute certain critical checks, significantly reducing risk and cost of risk, while maintaining compliance with industry standards and regulations.
7. Real-Time Certification Status Each worker's competency pass is associated with a unique QR code. Field supervisors or personnel responsible for verifying certifications can easily scan the QR code using any mobile device. This integration between the CARE platform and the iCertify module ensures that the displayed certifications are up to date and accurately reflect the worker's current competency status. This real-time synchronization eliminates potential errors or delays in verifying certifications and enhances the reliability of the verification process.
OUTCOME The platform's user-friendliness with integrated features for target monitoring, inspection workflow, issue identification, action management, and reporting have transformed our clients' first line of defense activities, mainly because of its important reach within the organization.
By enabling early issue identification, efficient action management, and data-driven decision-making, the CARE platform empowers our client to maintain effective internal controls, improve process quality, and ensure compliance in their highly regulated oil and gas industry, leading to significant risk reduction, across. The use of QR codes linked to competency passes enables quick and accurate verification of workers' certifications, ensuring that only qualified personnel perform specific tasks. This streamlined process enhances compliance monitoring and promotes a safer overall working environment impacting employee happiness.