⭐ Case study: How a Risk Management Firm Used Bindy for Safety Audits at 250 Sites


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Privately owned UK insurance broker and their risk management partner specializing in safety analysis and legal compliance in construction and engineering sectors.


The customer required the flexibility to create and update numerous specialized forms based on client needs, record non-compliant safety issues in real time, track resolution and easily identify safety trends for clients.

Paper-based and Excel methods were proving too slow and did not allow for convenient follow-up on critical safety issues. Attempting to track and report on safety trends using the data gathered on paper was laborious and time consuming. Clients were waiting too long to receive audit results.

Business and functional requirements

The risk management firm was interested in deploying a field-ready solution using their own field safety auditors. Data security was a concern. The customer, the field auditors, and clients all need to access data. At the same time, client data must be siloed for confidentiality. The client must be able to see, interact with, and run reports for their own data and only their data.

The Bindy team consulted with the customer and confirmed the customer could:

  • upload and manage their site locations, auditors and clients. Locations are automatically geo-coded for on the go safety auditors
  • create a complete national hierarchy of their clients and field auditors within one business day and restrict client visibility to specific locations to ensure data confidentiality
  • affiliate field auditors to specific locations with specialized forms based upon their area of safety expertise
  • forms can be created, updated and adjusted to each client’s needs as work progressed to completion
Finding site issues is good. Fixing them is better.

Solution execution

Field auditors deployed across 250 construction sites running simultaneously at different project completion levels. Site data is instantly available to the brokerage, firm and clients. Safety auditors attach verification photos to document compliance/non-compliance of safety policies, posting of required site information, certificate dating and verify the presence of required safety equipment.

Violations are assigned to site supervisors with targeted resolution dates. Violation resolution are tracked in-real-time using Bindy reports. Site auditors document work progression and reasons for interruptions (weather, staffing) to better understand how site management was affecting progression.

Safety auditors found the audit process to be quicker and the solution intuitive. They can easily identify safety trends using Bindy’s out-of-the-box reports. Information turn around to clients has been dramatically improved.

Summary: Excel or paper-based audits vs Bindy

The combination of automation and labor savings means an organization saves 145 minutes for every field audit conducted using Bindy.

Safety auditors find the audit process to be quicker and the solution intuitive. They can easily identify safety trends using Bindy’s out-of-the-box reports.

Clients are provided with a greater depth of information and the well -organized nature of the audit make the results digestible resulting in improved communication. Clients no longer have to wait for the auditor to return to the office, enter results, and email the information. Instead, Bindy automatically emails clients at audit completion with a link to view the results instantly.


Refer to the Health and Safety category for checklists, how-tos and best practices for health and safety.

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