Transforming Safety Operations Through Smart Audit Innovation
Challenge
A leading North American oil & gas refinery and distributor sought to modernize its audit system to improve usability, integrate audit data more effectively, and gain greater visibility into safety compliance efforts. The organization needed a fast, functional, and field-ready solution that enabled dynamic form submissions, robust role-based access controls (RBAC), and comprehensive action tracking—all without compromising field usability.
Solution
Valorian successfully migrated the client's legacy audit system to a customized audit environment within 90 days, delivering:
Audit Migration: Transitioned to Valorian’s customized audit framework for efficiency.
Dynamic Audit Forms: Created flexible forms with dynamic dropdowns.
RBAC Management: Enabled Admins and Site Super Users to manage data and findings.
Action Tracker: Ensured remediation of unclosed findings.
Automated Notifications: Real-time alerts for unclosed findings, Stop Work Moments, and High Potential Risks.
Data Integration: Connected audit outputs to the client’s centralized data environment
Admin Dashboard: Streamlined site-specific data and user management.
“Valorian delivered a functional tool within 90 days as promised, which was a pleasant surprise given that projects of this size typically take six months.
They took the time to observe, listen, and adapt, ensuring their framework wasn’t just another generic tool but an integrated, purpose-built system that enhances safety and efficiency.
Their team engaged directly with our field teams throughout the process, ensuring the solution was practical, user-friendly, and aligned with the operational needs of our teams.”
— Advanced Personal Safety Professional, Fortune 100 Company
