We are committed to providing innovative solutions for maintaining ongoing management standards conformity and regulatory compliance. The genesis of this cloud / mobile system is found in an article by Founder Jeffrey Lewis called Eliminating the paper checklist in 2001 based on 25 years industrial experience. However, the mobile technology had to catch with the concept of placing all the work information related to a technician`s safety at their fingertips via a mobile to achieve his mission of incident-free facilities. The patent 6994258 was assigned. We provide Software as a Service(SaaS) technology with two components that can either be stand alone or integrated.
This technology keeps organizations in conformity to management standards. Companies using this technology are assured that their operations are managed in accordance with Management standards. The technology manages all the operational disciplines for each asset stage in the process. For example - if there are ten assets to the final product - at each the user can identify the targets and track the stages through the process.Regulatory Compliance
This technology is designed to for users to be always in compliance with the respective regulatory requirements. From the management of air and water emissions to other regulations such as confined space, hot work, lock out tag out and safety data sheets.
Management by Automation is a technology which maintains on-going conformity to management standards ISO 9001:2015/ ISO 22000 / API Spec Q1/Q2 and compliance to Environmental and Occupational Safety Regulations to include safety data sheets, confined space, lock out tag out and hot work.
With little or no knowledge of the mechanics of Management Standards or specific safety requirements, users are intuitively guided by the technology through the Management Standards and legal requirements, so that process, utilities or mining companies are never out of compliance.Human input is required only for the following
- Customized procedures / inspections from risk assessments and determined schedules
- Mobile users for point of use application
- Monitoring measurements on iPad
- Closing of corrective actions and verification of effectiveness
- Input of incident /injury reporting and investigations
- Selection of the procedure that caused the incident
Conformity and compliance are error-proofed for assured outcomes at the point of use. Management Standards clauses are formatted as a method system. The 'Management By Automation' technology directs and controls the method of the clauses. The technology provides direction with restrictions to ensure conformity and compliance, within an efficient and effective framework for attaining operational planned objectives.
Management by automation addresses the potential risks that deny the achievement of the stated objectives at each stage in the process. A holistic risk matrix comprising the four disciplines within the operations: Maintenance, Quality, Environment & Occupational Safety is used to determine the level of risk and the respective treatments.
'What if' considerations explore scenarios for addressing the risk related to the likelihood of occurrence and the severity of impact. Resultant risk treatments are intended to ensure no non-conformities or incidents occur.
Regulatory requirements are legally mandated risk treatments. The technology follows the law for confined space, hot work and lock out tag out to ensure the safety of personnel assigned to corrective action work orders. In the case of confined space, an option of real time attendant continuous gas reading reduces the risk, in those instances, where used.
Waste water and air emissions are measured against the legally allowed specifications and recorded on the mobile to treat with those risks to the environment. Safety Data Sheets and PPEs are cut and paste into all electronic checklists for training, acknowledgement and ease of reference at point of use.
Administrative risks such as training and management of change, record keeping are error-proofed because these are built into the technology. Therefore non-conformity root causes cannot be from these specific administrative functions. They need not be included in risk assessments. These risks are eliminated.
Typically audits are a snapshot in time as an indication of the operational status quo. Management By Automation provides extensive controls and auditable objective evidence from searchable time and personal records, which indicate if the risk treatments were conducted late or on time.
Consequently, the technology narrows the window for non-conformities or incidents. Hence greater asset reliability and met quality specifications reduces the risk of environmental and occupational incidents.
Risks are further managed by the provision of leading indicators from appropriate reports. When non-conformance or incidents are indicated, corrective actions are triggered to facilitate improvement. The risk is revisited to add further controls to ensure there is no reoccurrence with the effectiveness of such action verified and recorded.
Management needs information to determine if the prescribed risk treatments are effective. The success of the prescribed risk treatments is dependent on being delivered at the scheduled time or completed. The reason for the occurrences of incidents or non-conformances can be skewed, if the scheduled delivery is not done or if the thresholds are exceeded and not known.
Management cannot inspect all the generated records or determine if all the prescribed thresholds are within the limits or if schedules completed. Management by automation provides real time alerts, when specifications are not met and auto-generate real time corrective actions. When tasks are incomplete managers are alerted within a 24 hour period. The introduction of this resource reduces the risk of degradation associated with incomplete tasks.
When non-conformances or incidents arise, exception reporting quickly provides information for consideration in developing improvement strategies. The automation provides traceability trending, efficiency charts and leading indicators up to the current time for referencing.
As management, there is more value in opening a corrective action and determining not to take action, rather than the indecision of not opening one. The auto-corrective action, directs attention to the situation at hand.
Jeffrey Lewis is a Fellow of Chartered Quality Institute and an IRCA Principal QMS Auditor A 016262. He is the founder of the company. He is the holder of two related patents 6994258 and 741010. He has implemented Quality Management System on behalf of the state of California and NIST, over the past 15 years.
Jeffrey Lewis has won an award as the best practice process, for the integration of management standard and regulatory compliance technology. The technology consists of a cloud delivering plans to two iPad programs (SHECklist and SHECA) at the point of use and returning data from the completion of the exercise at the point of use, to the cloud as records. Previous winners were UPS, Liberty Mutual, Ford, TATA consulting.