Transcript Document

GEMI EHS-IMS Survey
Presented
June 25, 2003
Developed in conjunction with
Rick Mock of EDSG, the IMS
Workgroup, and other
participating GEMI members
Summary
28 companies responded
 Type of respondents
 Non-EHS providing input
 No. of facilities that apply to this
survey


2
Min 2, Max 1500, Mean 176, Med 70
7. Does the organization for which this survey is
completed include domestic facilities,
international facilities, or both?
Domestic
26%
Both
70%
3
International
4%
How EHS-IMS Fits into
Environmental, Health,
and Safety Management
8. Does your organization have an Environmental
Management System in place?
No
7%
Yes
93%
5
9. Is EHS-IMS an essential component of
environmental management?
Absent
23%
Exists
19%
6
Integral
58%
10. Does your organization have a Health & Safety
management system in place?
No
8%
Yes
92%
7
11. Is EHS-IMS an essential component of your
health and safety (H&S) management?
Absent
21%
Exists
25%
8
Integral
54%
12. What percentage of your environmental
information needs are managed with the EHSIMS?
Count – 27
 Min - 0%
 Max - 80%
 Mean - 37%
 Median - 35%

9
13. What percentage of your H&S information
needs are managed with the EHS-IMS?
Count - 25
 Min – 0%
 Max – 90%
 Mean – 38%
 Median – 25%

10
EHS-IMS Vision
14. Has your organization developed one over
arching plan that defines a long-term, strategic
direction for EHS-IMS within your entire
organization?
No
54%
12
Yes
46%
15. How far along is your organization in executing
the plan?
Count – 13
 Min – 5%
 Max – 100%
 Mean – 47%
 Median – 40%

13
16. Does your EHS-IMS strategic plan provide
general direction/goals or specific
actions/timelines?
Other
0%
Both
54%
General
38%
Specific
8%
14
17. Identify your greatest roadblock in fulfilling
your EHS-IMS needs.
Other: Willingness
of business units to
migrate from local
legacy systems;
implementation
7%
No Roadblocks
14%
Budget
21%
Undefined
Needs
7%
Technology
7%
15
Resources
44%
18. What are the top three needs you would like to
see fulfilled in the EHS-IMS market?











16
18/26 - Integration with internal data source systems (e.g. ERPs -
includes SAP & PeopleSoft, HRPs, LIMS, CEMS, etc)
12/26 - Better ability to manage EHS information organization-wide
10/26 - Greater flexibility in applications to better match business
needs
9/26 - Move from client-server to web applications
7/26 - Lack of confidence in the viability / experience / longevity of
vendors in the marketplace
6/26 - Improvement in user-friendliness of applications
4/26 - Need for better Commercial Off-the-Shelf (COTS) applications
4/26 - Electronic Reporting – internal
3/26 – Other: Multi-language issues, more compelling cost-benefit
case, consensus business needs
2/26 - Electronic Reporting – agencies
2/26 - Interfacing with external systems (vendors, clients, etc.)
System Justification
19. Does your organization require justification to
purchase and implement EHS-IMS?
No
14%
Yes
86%
18
20. Is there a standard procedure you are required
to follow when justifying any information
management system?
No
4%
Yes
96%
19
21. Which statement best describes your
justification procedure?
8%
Standard developed
by IT dept.
4%
50%
38%
Standard developed
by depts. other than
IT
Standard developed
by all or part of the
EHS function
Other: Business
case - cash flow rate
of return and NPV
20
22. What justification factor(s) must be met to get
a system approved? (Choose all that apply)




18/24 - Compliance requirements
18/24 - Return on investment
demonstration (cost savings)
16/24 - Better alignment with other
initiatives (e.g. IT initiatives)
6/24 – Others: Value added and appears to work,
cost effectiveness for business needs, some of the
above but not all, availability of resources to work on
project, qualitative business case, business needs
21
23. Are there systems that you need but are
unable to purchase or develop?
No
54%
22
Yes
46%
24. What tools do you currently use to meet those
needs now?
Other
33%
Manual
processes
13%
23
Spreadsheets
and other
non-EHS
software
packages
54%
25. What major justification factors are not being
met for these systems?
Other
15%
No budget
to move
forward
31%
24
System not
necessary
for
compliance
31%
No
adequate
return on
investment
23%
26. Provide a short description of one major or
significant EHS-IMS you have implemented

25
Please refer to attached material
27. In reference to the system you described in
Question 26, what were the benefits (both
financial and non-financial)? If you have not yet
conducted a benefits analysis, but plan to, what
do you anticipate the benefits analysis will show?
No benefit
0%
No benefit
analysis
conducted
40%
Less
benefits
than
expected
4%
26
Benefits
expected
30%
More
benefits
than
expected
26%
EHS-IMS Structure
28. Is the organization that supports your EHS IT
needs across your organization…
4% 7%
4%
Completely centralized
15%
More centralized than
decentralized
More decentralized than
centralized
19%
Completely decentralized
Outsourced
51%
28
Other: Centralized within one
group assigned to EH&S;
Internal to Env. Dept.
29. For your organization, identify which EHS areas have automated
data management systems (may include spreadsheets,
independent databases and EHS-IMS) by selecting the highest
level at which they exist - corporate/business unit OR facility.
In addition, if the system is part of your EHS-IMS and not
stand alone, check the box under "part of EHS-IMS".

EHS-IMS

66.7% (16/24)
• Incident Reporting

59.1% (13/22)
• Metric Roll Up

55.0% (11/20)
• MSDS Authorizing

52.2% (12/23)
• Audit and Follow-up Corrective Action
29
29. For your organization, identify which EHS areas have automated
data management systems (may include spreadsheets, independent
databases and EHS-IMS) by selecting the highest level at which they
exist - corporate/business unit OR facility. In addition, if the system
is part of your EHS-IMS and not stand alone, check the box under
"part of EHS-IMS".

Corporate/Business

95.7% (22/23)
• Audit and Follow-up Corrective Action

91.7% (22/24)
• Incident Reporting

91.3% (21/23)
• Safety - Employee

90.9% (20/22)
• Metric Roll Up
30
29. For your organization, identify which EHS areas have automated
data management systems (may include spreadsheets, independent
databases and EHS-IMS) by selecting the highest level at which they
exist - corporate/business unit OR facility. In addition, if the system
is part of your EHS-IMS and not stand alone, check the box under
"part of EHS-IMS".

Facility

82.4% (14/17)
• Asbestos

75.0% (12/16)
• PCB Management

75.0% (12/16)
• Stormwater

72.2% (13/18)
• Process Wastewater
31
30. In general, what are the most valued functions
provided by the systems referred to in
Question 29? (choose no more than 3)



information (non agency)

8/26
7/26
5/26
4/26
2/26

1/26 – Other:




32
22/26 - Central repository for data
14/26 - Provide reports for analysis
14/26 - Provide internal/external distribution of EHS
- Provide EHS-relevant notifications and reminders
- Provide reports for agency submittal
- Knowledge Retention
- Perform complex calculations
– Collaboration
Continuous improvement through performance
monitoring, trending and tracking of issues at the lowest level
31. Where the systems referred to in 5.2 are not
standardized across the organization, how is the
information managed when consistent data
formats are needed (e.g. roll up data)?
Each system administrator is
responsible for supplying data
output in standard format
4%
Data is provided in the different
formats and made consistent
once collected
15%
The roll up system interfaces
directly with each different
system (0%)
43%
23%
Must be done manually
Combination of any of the
above
15%
33
Other: EHS site reps key in
data
32. Where the systems referred to in Question 29
are not standardized across the organization,
identify the major contributing factor.
Other: All of the
above; business
justification;
organizational
structure; specific
differences
requiring
judgement and
analysis
27%
Business
Factors
23%
People
Factors
42%
34
Technical
Factors
8%
33. What types of the following information
management technologies and tools do you use
or are planning to use for managing EHS needs?
(Choose all that apply)

Use Now

85.7% (12/14)

Plan To Use

• Collaboration Tools


• Knowledge
Management Tools
70.6% (12/17)
• Web tools developed
using .NET, J2EE, or
other
70.0% (14/20)

61.9% (13/21)


35
35.3% (6/17)
• Web tools developed
using .NET, J2EE, or
other
50.0% (10/20)
• Knowledge
Management Tools
40.0% (8/20)
• Document Management
• EHS Content
Management Tools

42.9% (9/21)
• EHS content
Management Tools
• Document Management

60.0% (12/20)

21.4% (3/14)
• Collaboration Tools
Non-EHS Systems
Interfacing
34. Do(es) your EHS-IMS interface directly to nonEHS systems for the purpose of retrieving
and/or depositing data?
No
46%
37
Yes
54%
35. What percentage of your EHS-IMS interface(s)
to source data?
Count – 13
 Min – 5%
 Max – 60%
 Mean – 19%
 Median – 10%

38
36. In general, what type of data sources interface with your
EHS-IMS? If you select ERP, also select the other
options if they apply, such as HR, regardless of whether
or not that option is part of the ERP. (choose all that
apply)










39
9/14 - Human Resource Systems
6/14 - Enterprise Resource Planning System
(includes SAP & PeopleSoft)
5/14 - Purchasing Systems
4/14 - Manufacturing Resource Planning System
3/14 – Other: claims data, notes mail, security
2/14 - Financial Systems
2/14 - Process Controls
1/14 - Receiving Systems
1/14 - CEMS Systems
1/14 - Laboratory Information Management Systems
37. Please provide any example(s) where your EHS
information management systems use source
data

40
Please refer to attached material
Metrics Tracking
38. Do you have a metric roll up program within
your organization?
No
15%
Yes
85%
42
39. For what purpose(s) are you rolling up metric
data?




21/23 - Internal management reporting
20/23 - EHS or Sustainability reporting
17/23 - Analysis for optimization
14/23 - Shareholder reporting (annual
reports)

10/23 - Other non-agency external
reporting

43
9/23 - External agency reporting
40. How are metrics used for roll-up collected?





14/22 - Spreadsheet consolidation
13/22 - Web-based metric input
10/22 - Email/Fax reporting
9/22 - Client-Server based metric input
4/22 - Data automatically "retrieved" from
other systems

44
1/22 - Other: CHESS program, Lotus Notes
41. Identify your primary data sources for roll up metrics used for
EHS performance. EHS performance includes areas beyond
compliance, such as energy and water use. If you select
(Enterprise Resource Planning) ERP systems, also select the
other options if they apply, such as HR, regardless of whether
or not that option is part of the ERP.

12/21 - EHS-IMS
9/21 - Human Resource Systems

8/21 - Other:

7/21
5/21
5/21
4/21
4/21
3/21
3/21
2/21








45
Spreadsheets, Custom systems; In-house designed
web-based system (collection), Cognos Powerplay (reporting); Incident
Mgmt. System; Security; Lotus Notes Databases; Plant Operations Data
-
Enterprise Resource Planning System
Purchasing Systems
CEMS Systems
Manufacturing Resource Planning System
Financial Systems
Receiving Systems
Laboratory Information Management Systems
Process Control Systems
Computer-Based EHS
Training
42. Does your organization use CBT, to any extent,
for EHS training needs?
No
15%
Yes
85%
47
43. What percent of your EHS training needs are
satisfied by CBT?
Count – 22
 Min – 5%
 Max – 90%
 Mean – 40%
 Median – 40%

48
44. How is CBT delivered to students?




49
19/23 - Web-based (internal)
12/23 - CD ROM
9/23 - Web-based (ASP)
6/23 - Client-Server based
45. What types of CBT media are utilized?






50
20/22 - PowerPoint-type material
18/22 - Self-paced applications
6/22 - Digital Video (Local)
6/22 - Digital Video (Streaming)
1/22 - Interactive Satellite Feed
1/22 - Dreamweaver
46. At this time, are you satisfied with the how
CBT has met the training needs in your
organization?
No
43%
51
Yes
57%
47. Do any of the following factors limit your
organization's ability to use CBT for EHS
training needs?

11/23 – Other:

10/23 - Depersonalization of training
6/23 - Training regulatory
requirements
3/23 - Privacy issues
3/23 - No limiting factors
2/23 - Union requirements




52
Effectiveness and high costs; Need
global programs; Infrastructure; Familiarization with CBT; E is more
challenging that HS and general awareness is easier to provide
than job-customized; Lack of financial support – low priority;
Personnel ability to use systems; Language (foreign); Ability to
create content in timely fashion; Resistance to change; Network
and IS limitations
Please
refer to attached material
48. In general, what percentage of each of the
following resources do you use for
development and implementation of your
EHS-IMS? (total should add to 100%)
49. In general, what percentage of each of the
following resources do you use for
maintenance of your EHS-IMS? (total should
add to 100%)
53
EHS-IMS Resources
50. Over the last two years, has your organization
increased or decreased use of outsourced
resources for your EHS-IMS needs?
Resources
not
outsourced
8%
Increased
31%
Unchanged
49%
Decreased
12%
55
51. Over the last two years, has your organization
increased or decreased use of internal
resources for your EHS-IMS needs?
Increased
27%
Unchanged
65%
56
Decreased
8%
Resources
completely
outsourced
for past 2
years
0%
52. How much support and attention does the IT group used
by your organization, whether internal, outsourced, or
dedicated IT staff within EHS, provide to EHS
applications vs. non-EHS applications?
EHS more
than nonEHS
12%
EHS
same as
non-EHS
52%
57
EHS less
than nonEHS
36%
EHS no
support
from IT
0%
53. How does your organization manage the
support of EHS-IMS? (IT support may be
internal or outsourced)






58
11/25 - EHS-IMS is part of normal IT
support processes
10/25 - EHS has personnel with EHS
background trained to support EHS-IMS
8/25 - EHS has personnel with IT
background trained to support EHS-IMS
3/25 - EHS-IMS is part of normal IT support
processes, but has lower priority
1/25 - EHS manages EHS-IMS support
without IT group support
1/25 - Other: Both EHS & IT support
IT Alignment with
EHS-IMS
54. Are EHS-IMS platforms and applications
required to align with internal IT standards?
Not required,
but
voluntarily
align
0%
Not aligned,
or no internal
IT standards
4%
Required
to align
96%
60
55. Are there gaps between your current EHS-IMS
and internal IT standards?
No IT
standard
exists
4%
Don't
know
23%
Yes
27%
No
46%
61
56. Does your company's current IT infrastructure
limit EHS-IMS initiatives?
Don't
know
15%
Yes
47%
No
38%
62
57. At this time, is internal IT infrastructure
changing significantly within your
organization?
Yes
35%
No
65%
63
58. Are changes affecting EHS-IMS initiatives?
No
22%
Yes
78%
64
59. Does EHS have a strategy to keep up with
changing IT infrastructure?
No
33%
Yes
67%
65
Application Selection
60. Does your organization currently have a
process for evaluating and selecting EHS-IMS
applications?
No
22%
Yes
78%
67
61. How are applications evaluated within your
organization?
Individual or
very few
stakeholders
10%
68
Other
0%
Internal
team and
outside
consultants
29%
Internal
team
61%
62. If you were evaluating a Commercial, Off-theShelf EHS application, all else being equal,
what would most likely be your organization's
overriding factor for selecting one?
Cost
19%
More
closely
matching
IT needs
14%
69
More
closely
matching
EHS
needs
67%
Miscellaneous
Please
refer to attached material
63. If you are using third party software for managing
EHS regulations and would not mind sharing this
information with other GEMI companies, enter
software name and if it is implemented at the
corporate/business unit or facility level.
64. If you are using third party EHS-IMS for managing
environmental or EHS information, list here if you
would not mind sharing this information with
other companies.
71