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Customer Results

How Organisations Are Using SRM Genie

Examples of how better records, clearer actions and faster evidence retrieval improve daily compliance management.

3
Sectors covered in this collection
2hrs
Average reduction in audit prep time
100%
Training compliance achieved post-implementation
0
Major findings on client pre-qualification audits
Construction · Multi-Site Operations
Multi-Site Contractor — Midlands
Seven active sites. 85 employees. Subcontractor workforce.
2hrs
Audit prep (was 2 days)
0
Major audit findings
↑94%
Action completion rate
The Challenge

Disconnected compliance across seven sites

This Midlands-based construction contractor was managing compliance records across seven active sites using a mixture of spreadsheets, shared drives and email chains. There was no central record of outstanding actions, overdue inspections or training status.

  • Audit preparation required two days of manual document gathering
  • Actions raised on site inspections were regularly not followed up
  • Training matrix was managed on a spreadsheet with no alerts
  • RAMS were stored in multiple locations with no version control
  • Management had no real-time visibility of compliance status
The Solution

A system configured around their sites

SRM Genie was configured to reflect the contractor's site structure and project portfolio. Existing documentation — including all current RAMS, training records and inspection forms — was migrated during onboarding. The team received full training before go-live.

  • All RAMS stored centrally with version control and sign-off records
  • Site inspection module configured to match existing forms
  • Training matrix transferred with roles, expiry dates and alert triggers
  • Actions assigned to named individuals with deadline tracking
  • Management dashboard giving live compliance overview across all sites
The Outcome

Audit-ready, accountable, and in control

Within six weeks of going live, the business had a clearer compliance process and faster access to evidence.

  • Audit preparation time reduced from two days to under two hours
  • Action completion rate improved from below 40% to over 94%
  • Business passed a client pre-qualification audit with zero major findings
  • Management team able to review compliance status daily without chasing
  • RAMS review and approval cycle reduced from weeks to days
2 days → 2hrs
Audit preparation time
94%
Action completion rate
Zero
Major pre-qualification audit findings
6 weeks
Time to full implementation

"Before SRM Genie, I genuinely dreaded audit prep. It meant two solid days of searching through emails and shared drives hoping I could find everything I needed. Now I can pull everything together in a couple of hours and know it's up to date. The difference has been significant."

— Health & Safety Manager, Multi-Site Construction Contractor

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Modules Used

  • RAMS & Safe Systems of Work
  • Audits & Inspections
  • Training & Competence
  • Contractor Management
  • Incident Reporting

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Manufacturing · Production Facility
Production Facility — West Midlands
Single site. 120 production and maintenance staff. Multiple shift patterns.
0
Expired certifications in 12 months
100%
Training compliance by month 3
↓80%
Admin time on training records
The Challenge

Training records becoming unmanageable

This West Midlands production facility had 120 employees across multiple shifts, each with different training requirements based on their role and the machinery they operated. Training records were maintained on a master spreadsheet, updated manually by one person.

  • No automated alerts for upcoming training renewals
  • Multiple employees found to have expired certifications during an internal audit
  • LOLER and PUWER records stored separately from training records
  • Line managers had no visibility of their team's training status
  • Compliance evidence extremely difficult to compile quickly
The Solution

Centralised training and competency management

All 120 employee training records were loaded into SRM Genie during onboarding, with role-specific training requirements configured for each position in the business. Automated renewal alerts were set up for each type of training and certification.

  • Role-based training matrices built for every position on site
  • All current certificates and training records uploaded centrally
  • Automated alerts sent to line managers 30, 14 and 7 days before expiry
  • LOLER and PUWER records linked to the relevant equipment in the Asset module
  • Management reports generated automatically each month
The Outcome

Full training compliance within three months

The business moved from a reactive approach to training compliance to a fully proactive one. The impact was measurable across multiple areas of the business.

  • Training compliance improved to 100% within three months
  • Zero cases of personnel operating with expired certifications
  • Admin time spent on training records reduced by approximately 80%
  • Line managers engaged with compliance for the first time
  • LOLER and PUWER compliance easier to demonstrate during external visits
100%
Training compliance achieved
Zero
Expired certifications in 12 months
80%
Reduction in training admin time
3 months
Time to full training compliance

"We had a problem we didn't fully understand the scale of until we moved onto SRM Genie. When we loaded all the records and started tracking renewals properly, we realised just how many gaps we had. Three months later, we were at 100% and the whole process runs itself now."

— Operations Director, West Midlands Production Facility

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Modules Used

  • Training & Competence
  • Asset Management
  • Policy Management
  • Audits & Inspections
  • Incident Reporting

Managing training records on a spreadsheet?

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Housing & Facilities Management
Housing Provider — East of England
Multiple properties across three counties. In-house maintenance team. Growing contractor base of 40+ suppliers.
100%
Contractor visibility achieved
↓90%
Reduction in management reporting time
0
Unverified contractors on site
The Challenge

An unmanageable contractor compliance picture

This housing provider's contractor base had grown significantly over three years. Insurance certificates, CHAS accreditations, qualification records and induction completions were being collected and stored inconsistently, with no central system and no process for identifying expiries.

  • No single record of which contractors were currently approved
  • Insurance and accreditation expiry dates not tracked systematically
  • Induction records held by individual managers, not centrally
  • Senior management had no visibility of contractor compliance status
  • Significant liability exposure if contractors had undetected gaps
The Solution

A structured contractor onboarding and management process

SRM Genie's Contractor Management module was configured to create a formal onboarding process for all suppliers. New contractors complete a digital induction and submit all required documentation through the platform before any work commences.

  • Digital contractor onboarding process replacing paper and email collection
  • Insurance, CHAS and qualification records held centrally per contractor
  • Automated alerts for expiring documentation sent to procurement team
  • Site induction records stored against each contractor and individual worker
  • Management dashboard showing contractor compliance status across all properties
The Outcome

Complete visibility and demonstrable due diligence

The housing provider moved from a fragmented, manually-managed contractor records system to one that gave complete visibility and required minimal ongoing management effort.

  • Full visibility of all 40+ contractors' compliance status at any time
  • Expiring insurance and certifications identified and chased proactively
  • Zero unverified contractors working on properties
  • Monthly contractor compliance report now takes minutes to produce
  • Clear audit trail demonstrating due diligence to housing association board
40+
Contractors under active management
Zero
Unverified contractors on site
90%
Reduction in compliance reporting time
4 weeks
Time to full implementation

"We had a contractor compliance problem that we knew existed but couldn't see clearly enough to fix. SRM Genie gave us the visibility we needed. We can now see the status of every contractor at a glance, and when something is about to expire, we know about it before it becomes a problem."

— Facilities Manager, Housing Provider — East of England

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Modules Used

  • Contractor Management
  • Training & Competence
  • Asset Management
  • Policy Management
  • Audits & Inspections

Managing contractors across multiple sites?

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