In our continuing efforts to provide our clients with innovative solutions to their workplace challenges, I’d like to share one of our many success stories from the past year involving OpenText Smart UI.
Suppose you were the safety officer for a not-for-profit corporation responsible for the safe and efficient movement of cargo through various checkpoints. Your responsibilities include finding ways to simplify, improve, and implement health and safety measures across your organization. After meeting with the various stakeholders of this critical business process, you have decided it is time to perform a much-needed update to the health and safety protocol, starting with the Enterprise Health and Safety (EHS) application responsible for incident tracking and safety reporting.
After an organizational review and collaboration process, the Health and Safety team determined that the updated EHS application must be capable of the following:
- Access to real-time performance metrics, incidents, and interventions
- A simple, modern and intuitive EHS applications usable by both technical and non-technical users
- Intuitive and simple incident reporting accessible on:
- Both mobile and desktop
- In English or French
- From any location
- Ability to enhance the Safety team’s productivity
- Up-to-date, accurate information available for reporting
- Generate positive outcomes while minimizing the need for extensive change management
- Provide an EHS application solution that leverages the company’s strategic document management (OpenText) and ERP (SAP) platforms.
After identifying the needs of the organization, the challenge became aligning both technical and non-technical stakeholders in a “Connected Workspace” that could accommodate incident tracking and safety reporting. This led to the selection of OpenText’s Extended ECM with Smart UI.
What did OpenText Extended ECM Smart UI deliver?
- A modern, Intuitive and mobile-enabled UI with a mobile content server
- Configurable perspectives for landing pages and workspaces
- Extensive Reporting and dashboard capability using WebReports and Content Intelligence Widgets
- Easy to configure Workflows with Smart UI Webforms for review and approval along with storing supporting documents
Our Solution for EHS
USER DASHBOARD
By using OpenText Content Suite 16 Perspectives, Reva Solutions was able to provide employees, supervisors/managers, executives and the safety team with a personalized user experience including their most relevant activities organized according to their role in the organization.
Additional features include:
- Custom Landing pages per user persona
- Custom and connected workspaces for display and storage of safety information
- Workflows with Smart UI forms for data entry, review, approval and document upload
- Integration with SAP SuccessFactors for Employee info/hierarchy
INCIDENT REPORTING AND CONNECTED WORKSPACES
Through the Connect Incident Workspace, users are presented with a snapshot of critical information about a specific incident; in this case an incident and its related corrective measures and investigations. The user can now access the information they need to make quick, informed decisions by navigating the overview and document tabs.
DASHBOARDS
The Incident Chart automatically filters data across multiple regions to present meaningful information to managers and safety teams. Additional filters can be applied dynamically by the user.
Additional EHS reporting capabilities include:
- Overview snapshot for Safety team (total incidents, corrective measure, observations, safety meetings across the organization or by region/location)
- Incidents by region, incident type, location, department or other fields
- Corrective measures snapshot by location or type.
- Top 10 issues during observations and inspections
Conclusion
Through Connected Workspaces and the Smart UI, the EHS solution provides a secure platform to support employees, supervisors and safety team members to collaborate and solve incidents across various regions and departments while limiting the need for IT intervention and paper-based systems. Additional benefits include:
- Automated organization of business content through pre-built templates and user-centered layouts
- Collection and distribution of information in Connect Workspace based on user roles
- Search and communication capabilities
- Increased productivity with access to custom charts and reports
