Building an EMS Database on a Company Intranet By: Nicholas Bollons Sally Goodman Building an EMS Database Building an EMS database on a company intranet “This workshop will discuss the practical considerations of developing and implementing an intranet based information system to support a multi-site EMS.” 1 Building an EMS Database Scope of Presentation What we’re going to cover • Design and project management of an intranet based EMS including ‘front end’ (user) design and ‘back end’ project management and admin co-ordination including document control • Identification of practical problems with access to an EMS across multiple sites and how to overcome them • Awareness of strategic issues and limitations with both technology and implementation • Understanding benefits of using the intranet as an EMS tool 2 Building an EMS Database Format of Presentation What we’re going to go through 1. Why use the intranet? 2. Background to the client and EMS 3. System design – front end, back end + hardware, software + peopleware 4. Back end – doc management 5. Front end – design issues 6. Linking documents 7. Lessons learnt – benefits + limitations 8. 15 min Q&A 3 Building an EMS Database General Points Few points to consider before we start … • We are assuming you have little / no IT knowledge • Intranet system, not internet reporting • Focus is on system design / management, not EMS itself • EMS was already set up • System we have designed is not perfect – still evolving! • Other people’s experience / input most welcome • Please ask questions … 4 Building an EMS Database Why use the intranet for EMS reporting? Why use the intranet for EMS reporting? • Client requirement – increased number of corporate systems now online (e.g. H&S, HR, finance) • Industry requirement – increasing trend in EMS / CSR reporting to make information available online • Ease of use – documents available across multiple sites 24 / 7 • Increased transparency – key documents and procedures available for review / auditing • Documents and information can be linked together 5 Building an EMS Database Client Background Background to the client • Global Ops • IT heavy • Culture 6 Building an EMS Database EMS Background Background to the EMS • UK 2004 • 15 x EMEA countries 2007 • KPI, TAP, Register Legislation, Procedures • Project Team Proj Leader Proj Manager Co-ordinator Admin Support 7 System Design – Stage 1 Building an EMS Database System Design – Overview The Users EMS Intranet IT System EMS Client Office EMS EMS IT / Doc Man Back Office Support Proj Manager Front End – THE CLIENT Back End – EMS Managment 8 System Design – Stage 1 Building an EMS Database System Design – Here’s one I prepared earlier … Overseas Office Intranet UK Users BV Network Upload Suite Local Network Client Contact Front End – THE CLIENT EMS Co-ord Doc Manag Back Office Proj Manager Back End – EMS Manag 9 Building an EMS Database System Design – Issues you need to consider System Design – For each part of the system, consider … Hardware • • • • • • • • PC Servers Connection speed Type Age Condition Lifetime Limitations Peopleware Software • • • • • • • Common platform Diff types Version No’s Admin Control Upgrades Useability Purpose • • • • • • Culture Ability Awareness Training Language Preference LESSONS LEARNED I: Keep it simple; integrate into existing systems; design it for your grandparents; and beware of geeks!! 10 System Design – Stage 1 Building an EMS Database System Design – Overview The Users Intranet IT System Client Office EMS IT / Doc Man Back Office Support Proj Manager Front End – THE CLIENT Back End – EMS Managment 11 Building an EMS Database Back End – Document Management Back End – Document Management Email / Server Based System Internet Based File Store • Multiple docs at one time • Central document library • Incorrect versions being used • Version control • Time taken to update • Immediate update • Many files are too large to email • No file storage limit • No access to docs at client site • Internet access • No transparency • Client access 12 Building an EMS Database Back End – Document Management Back End – Document Management LESSONS LEARNED II: Central control of uploading; training on use; free trial period; low cost 13 System Design – Stage 1 Building an EMS Database System Design – Overview The Users Intranet IT System Client Office EMS IT / Doc Man Back Office Support Proj Manager Front End – THE CLIENT Back End – EMS Managment 14 Building an EMS Database Front End Front End – Design Issues • • • • Different people will want to access different information • EMS users (e.g. Facilities Managers) • employees Different types of information will need to be accessed easily • EMS docs (e.g. procedures, forms, KPIs) • news & initiatives Documents will be updated regularly • KPI = weekly / monthly • procedures = 6 months Intranet will form part of audit content • completeness 15 Front End Building an EMS Database Front End – Design Issues Office 1 Local News Office 2 How do I? Office 3 Copy of policy Auditor Audit Reports Front Page EMS Docs Country Docs Company Green News Core Proc KPI Env Policy How Doing? Country Proc Audit Reports EMS Cert Initiatives LESSONS LEARNED III: Separate EMS and country docs; regular updates required; doc management essential 16 Linking Documents Building an EMS Database Linking Documents – beginner’s guide • One of the main benefits of implementing an EMS across the internet is the ability to link information and documents together. • Increases user interaction • More robust EMS • Easy to update • Internal and external links Example 17 Building an EMS Database Summary Summary • Design and project management of an intranet based EMS including ‘front end’ (user) design and ‘back end’ project management and admin co-ordination including document control • Identification of practical problems with access to an EMS across multiple sites and how to overcome them • Awareness of strategic issues and limitations with both technology and implementation • Understanding benefits of using the intranet as an EMS tool. 18 Building an EMS Database Lesson Learned Lessons Learned … ‘Front end’ (user) design • Separate out different types of docs – EMS docs, FM docs, user docs ‘Back end’ project management • Recommend using an internet based doc managment system Practical problems • Regular updates to documents on intranet + multiple docs in use Limitations • Keep it simple (e.g. grandparents) + beware of geeks Benefits • Linking documents on intranet increases user interaction 19 Building an EMS Database Lesson Learned Questions? 20 Thank You