Smarter Safety Decisions: Origami’s Safety Risk Assessment Solution

Alright. We’re gonna go ahead and get started. Welcome to our solution showcase, smarter dis safety decisions, Origami’s safety risk assessment solution. I’m Emily Wengel, and I’m really glad you joined our session today. Today, we’re gonna tell you about how our safety risk assessment solution built for EHS professionals can help elevate your risk management practice and proactively reduce the risk of future incidents and injuries. So during the demo today, you’re gonna see how to evaluate task level risks before work begins using risk assessments for JSIs. You’ll be able to see how to identify and prioritize hazards using risk assessments for audits and inspections and assess contributing risk incidents and prevent reoccurrence of those incidents with risk assessments for RCAs. So along with all this, you’ll see how the solution helps EHS teams prioritize hazards based on inherent and residual risk, gain executives’ visibility, and secure buy in by working with enterprise risk executive stakeholders and align safety efforts to enterprise risk strategies. Before we get started, I just have a couple of housekeeping items to cover. All participants are in listen only mode. We are gonna have q and a at the end, as you can see on this agenda. So, please, at any time, feel free to use the q and a button at the bottom of your screen, and we’ll take as many as we can. And you will get a recording of the event via email in the next few days, so be on the lookout for that. So I’m gonna go ahead and move into introductions. Today, I’m joined by Katie Bratti and Sean Salvas. Katie is our EHS technical sales consultant, and has years of experience building and demonstrating EHS solutions. She’ll be doing our demo today. Sean is a group product manager at Origami where he focuses on Origami’s EHS mobile and health care solution offerings. So now I’m just gonna go ahead and give it over to Katie to do the demo. Perfect. Let’s get started. While the hazards behind most major incidents are often understood, without a structured approach to record, monitor, and assess those hazards, the data around them is often incomplete or subjective, making them difficult to act on. Today, we’ll be covering the risk assessment process that we’ve created to help safety teams prioritize actions, allocate resources, and build a safer working environment. Let’s take a look at how forklift safety risks can be identified, controlled, and tracked across your safety programs. To start, we’ve incorporated this functionality into our job safety analysis module to focus on the prevention of accidents and injuries. Today, we’re looking at a forklift operation JSA where we’ve broken down this role into its individual job steps. For each of these steps, we can describe the action, of course, but we can also identify potential safety hazards and determine which measures will ultimately reduce the risk of incident or injury. For this step, we might identify potential risks like forklift accidents. This list of hazards is pulled directly from your internally managed risk register. That register is where you can add hazards that are common across different regions or departments, and those are then made available in areas like this to select from. Here, I’ll search for my forklift related hazards and add those into my list. Now in that same risk register, safety teams will be able to, assign or associate controls that go along with that hazard. And to make sure that they’re implemented consistently, you can have them automatically selected here as best practice ways to mitigate the risk. Here, that includes things like forklift safety training and traffic management. Now once those are confirmed, as a final step, safety teams will be able to conduct risk assessments in line with the job step. Here is where they’ll be able to use a configurable risk matrix to determine inherent and residual risk, ultimately understanding how effective these controls are. As those selections are made, a score and rating are given to the risk. And when marked as complete, the scores of each risk for this action combined to give the step an overall rating, and the scores of each step combined to give the JSA a combined risk rating up at the top. So now you’ll have a common language for communicating which are the highest risk tasks for this job and the importance of adhering to the controls put in place to keep workers safe. Another area that we’ve made this functionality available in is the audits and inspections module, also aimed at identifying potential hazards and preventing risk. Here, I’ve opened an in progress forklift inspection checklist. While creating the audit, safety teams can define known risks for individual audit questions so there’s a consistent baseline for what hazards or issues are expected in the area. Otherwise, they have the ability to add in risks for the individual question, and this could even be enforced so that on a negative response, they are now required to add a risk. This ensures real time hazard recognition and improves the quality of the audit. Again, those risks are pulled from the centralized risk register so that the hazard identifications or findings are consistent across the board. Being able to combine the audit process with risk assessments gives safety teams better insights to determine where to focus their time, investment, and resources to be more proactive. Now when this audit is completed, Origami will automatically combine the scores of all risk assessments under each question and roll those up to give the audit an inherent and residual risk rating. Automated workflows like task assignment and notifications can then be set up based on risk thresholds. So if our rating is still high, after controls have been put in place, this topic could be escalated to your safety team and be be prioritized for better risk mitigation. More broadly, having this insight will enable safety teams to see exactly which areas of the business have the greatest amount of risk by ensuring these hazards that are identified feed directly into your ongoing risk programs. Now despite these proactive measures to identify risk before damage or injury takes place, incidents can still happen. We’re seeing here that recently, there was an event where a container fell from a forklift during a loading procedure, and this is the investigation we started to find out why. Our investigator completed this five y root cause analysis with his findings on specific reasons this might have happened, why we didn’t catch this risk earlier on, and if there are systemic factors that should be considered. In doing this, they were able to identify the causes, summarize the recommendations, and share lessons learned. But because investigations often reveal previously unrecognized risks for a process, we provide that same risk identification and evaluation method in investigations. Now here, we’ve already identified that forklift accidents are a present hazard. But in this case, we might want to update the score to reflect new controls that were put in place at this location. Now as those changes are made, we can see how that change affects the score in comparison to what it was previously to show how these additional controls have a measurable impact. This turns the investigation from a reactive exercise into an opportunity for preventative action and makes contributing factors easier to prioritize so that safety teams have the insights, to make meaningful, lasting improvements. To show how your team can use the information from each of those areas together, we’ll take a look at the risk register next. This is where safety teams can store and manage their business risks. The register is built to search through easily, or sort based on information like the type of risk and its status so that it’s easy to find and learn more about the risks that are most relevant. Now each risk will have its own record where its information is stored. Here, you’ll find who is responsible for it, how long it’s been watched, and what the combined scores and ratings are. Those values are calculated from all of the child risks or areas where this specific hazard has been identified across your entire safety program. This helps us answer questions like which JSAs, inspections, or investigations is this risk relevant for, and how serious of a risk is it in those areas. Now that employees and safety teams can identify and assess risks across these different processes, that information can be used for all kinds of reporting. Your teams will have the flexibility to create dashboards like this one that tracks trends and makes it easier to identify emerging risks, engage the effectiveness of controls. Reports like this one are easily shared with relevant stakeholders, either as needed or on an automatic schedule so that everyone who needs to be is aware of critical risks. Stakeholders can then use this information to support their strategic planning, helping safety teams to gain internal alignment and buy in to justify additional investment in their programs, ultimately sending more people home safely. Thanks so much, Katie. So now we’re gonna go ahead and move on to the q and a portion of the session. So like I said, there should be a q and a bar at the bottom of your screen. So just drop any of those questions you have in that chat, and Sean’s gonna go ahead and address those questions for you. We do have a couple questions coming in already, so we’ll get started there. But like I said, feel free to continue to drop those in. Sean, the first question for you is, is the risk matrix customizable? Yes. Yes. It is customizable. What you saw was largely a five by five matrix of severity, probability. You can really tailor it to your needs. I’ve seen occurrence brought in, for example, making it three factors. Also, you could have eight by eight, three by three, however you would do it for your organization. There might even be models or methods that you’re using based on your industry. Government, for example, has kind of standard, for, Navy, for example, has standard matrices as well they use for their risk assessment processes. So, yes, and, in a variety of ways and use cases. So, yeah, very flexible. I’ll also mention too in terms of definition of what each of those categories means can also be customized. So if you’re looking at what does one mean versus maybe five on the matrix, you can customize exactly what each of those ratings means in terms of your scoring, your roll ups as well. So good question. Great. Another question we have is, can these risk assessments trigger automatic workflows, and how does that integrate with other modules? Yes. Absolutely. And that is core to Origami Risk. Everything we build, everything that we do is about automation and streamlining your process, creating those automated workflows to take action. So, in the realm of risk assessment and risk mitigation, this is key. So, you know, if you are identifying a risk, perhaps it gets to the top of the priority list based on score. You can trigger workflows, trigger notifications, alerts to your stakeholders, and basically allow them get to take action. This is actually really nice too because it really helps you kind of do the the priory’s prioritization in the background as well as you’re rolling up these hazards and risks throughout the field, as you’re doing your audit activities or inspections, as you’re doing your, maybe, your corporate audit or corporate risk assessments, you’re seeing in real time how these risks roll up and how they stack rank against other risks within your different various inspection activities and evaluation throughout the field. So good question. Yeah. That that’s something that we are doing, and you can tailor those workflows to your needs as well, right, based on thresholds, based on any kind of indicator that may result in action. Another question we have is, can the risk be added to other areas besides JSA’s audits and RCAs that we saw in the demo? Yes. They can. Yeah. And those are just some key examples that you saw there that we see common amongst our our clients across our industries. But, yeah, the it’s really very, very much open in terms of how you would apply it. I’ve personally used it for things like chemical risk, for example, right, looking at substances, maybe if there are, you know, certain hazard rating, hazard class, or there may be substitute chemicals you could use. Could you do a risk assessment to evaluate using this chemical versus another chemical? That would be one example. From an exposure perspective, another really good example in the realm of industrial hygiene, you could utilize that as well if you’re looking at how do these stressors rank against other stressors being exposed to the environment, like, exposed to your people, for example, and then kind of looking at mitigating those risks as well. We have the realm of quality of exposure assessments as one. Basically, a risk assessment in itself, a risk matrix in itself of looking at the exposure perspective of risks. And then there’s various others. Right? Looking at contractor risk, safety risk, looking at risks related to, you know, any kind of environmental regulatory, permits, things that may result from any kind of permit activities, for example, well. Looking at pretest plans, another very common run right in construction, for example, looking at any kind of hazards that may exist prior to going on the job site and doing your day to day projects work. Confined space entry, another example of that. So, yes, it can be utilized really anywhere in origami and really any use case you think of that would be a good way to evaluate roll up and really tag risk in general, you can do that across the platform. Great. It looks like we have a couple questions from existing clients, based on the way the question was asked. So are some questions around additional costs for the offering and kinda where the risk register module lives. I I can quickly say a couple words about the fact that the risk assessment functionality is part of the what was previously called the process safety management module, we are now calling the operational risk module. So if you already have that module, there would be kind of an implementation cost to that, but it is included in that license. Sean, anything you wanna add there? Yeah. That’s exactly right. So it’s, yeah, formerly PSN, the ORM, really because of our broader nature of risk and tying it to other areas. We’ve made this a bigger kind of solution in the grand scheme of things. But, yeah, come talk to us about that because we’d love to be able to, like, work with you on implementing into your processes. Yeah. And I would also just say the risk register is something that’s available both within the ORM license if you’re an EHS client as well as the enterprise risk management license within GRC, and there’s a lot of synergies between having both of those and being able to roll up risks to more of, like, the enterprise risk level if you have both safety risk assessments as well as enterprise risk management. Anything you wanna add there, Sean? You set it off. Okay. Great. So we have another question. We have a lot of questions, which is great. So how can Origami help us identify and manage a risk that is present across multiple business locations but not being controlled consistently at each site? Yeah. That’s a very good question. So for one, we’re obviously tracking risk, and it can be tracked across different locations. One thing I would say that could be an interesting take on this is from a benchmarking perspective, and this is straight up from just kind of being in the field and doing this as a as a practitioner as well. I would I think kind of there’s there’s ways you can gamify this, whether it’s using our dashboards, whether it’s looking at how locations are tracking risk and how that risk is either going up or going down. As time goes on, there’s ways to kinda showcase that from a maybe corporate dashboard perspective, perhaps a location by location dashboard as well. I would say also to the point of the the workflow discussion we had earlier, that could be another way you can kinda trigger, hey. We noticed that a risk that is common across these other locations has gone up at your location. Why is that? Maybe you wanna do a follow-up investigation or follow-up, proactive inspection or something that may hopefully mitigate that risk and lower that risk and then be maybe in line with what you’re seeing across other locations. There’s a lot of ways to look at this. I would say, I mean, coming from the safety world as well, make it fun, make it, engaging for the audience at those different locations. They can really contribute to lowering that risk if it indeed is at risk at your organization, and then have ways to showcase that. Maybe you even have a presentation from a safety meeting perspective. Perhaps that’s a topic of, hey. This is our risk at this location. This is what we’ve done to lower that risk. How are other locations doing it? How are they applying methods to lower that risk as well? So lots of ways to do, I would say, sharing lessons learned are really good avenue of this. And straight up kinda coming from my consulting background, I’m telling this in terms of how I would approach it, but could be some ideas for you to think about as well. Great. It looks like we have one more question. And unless anyone else wants to drop another question in the chat, it’s also related to workflows. So it says for the workflows, can the RCA be triggered after an employee injury report? Yeah. Absolutely. It’s it’s interestingly enough, we’re actually doing some pretty big things on that front in the next year for Origami. If you guys are curious, we’re doing some pretty big, enhancements to kind of really tie some pieces together. TRCA point, looking at the overall incident review, incident investigation process as a whole. So, I’ll give you a little preview of that just because that’s some exciting stuff we’re gonna be doing some more work on to really tie those pieces, the entire life cycle of the incident process from first intake all the way through, you if there’s a claims perspective at the end or workers’ comp perspective at the end, we’re looking at that whole process. But, yes, today, can do that. You can trigger, even, intermediate step of just an investigation as well. Right? Hey. We go to get some follow-up information, maybe get some evidence that can also go into maybe, hey. Go do a follow-up investing or RCA, which may have a team involved as well. You can do all that in Origami today. We’re gonna make more enhancements in terms of where you’re on the the process. Right? Status indicators, things like that. We’re looking to make some tweaks to to make it even more usable and intuitive. So good question. Great. Thanks, Sean. Well, I think that wraps up our q and a portion. Just if you are interested in learning more about our risk assessment solution, you can go ahead and request a demo at that link you see on the screen over there. And, also, like I said, there will be a recording sent out in the next few days with the full, you know, demo and q and a. So be on the lookout for that. Thanks all for your time today.