AI in HSE and risk management software: Enhancing efficiency and safety in operations

Synergi Life brings AI into existing QHSE and risk management workflows. It can help users find answers, capture better information and approach analysis more consistently, while keeping people responsible for reviewing information and making decisions. 

Get guidance when you need it, make case reporting easier and use AI-supported analysis to strengthen investigations.

Practical AI support throughout QHSE work

HSE teams often have more information to manage and less time to turn it into meaningful action. Frontline employees may also find reporting time-consuming or difficult, especially when they are unfamiliar with internal processes or are working in a different language. 

AI in Synergi Life supports users at different stages of their work, from finding guidance and reporting events to investigating why something happened. 

Easier case reporting: Let users describe what happened conversationally rather than starting with a complex form. 

Better-quality information: Use follow-up questions and structured guidance to capture useful details and reduce input errors. 

Less administrative effort: Help users find answers, structure information and begin an analysis without moving between multiple tools. 

More consistent ways of working: Support established processes and methods while leaving validation and decisions with the user. 

AI capabilities in Synergi Life

AI Advisor: guidance when users need it

AI Advisor provides conversational guidance about Synergi Life features, workflows and QHSE topics.

Users can ask questions in everyday language instead of searching through documentation. AI Advisor retrieves relevant information from Synergi Life documentation and uses it to generate an answer that helps the user understand possible next steps. 

How AI Advisor can help:

  • Explain how to use Synergi Life features and workflows 
  • Provide guidance for everyday QHSE tasks 
  • Clarify QHSE and risk management concepts 
  • Help users understand what to consider before taking action 
  • Reduce the time spent searching for relevant documentation 

AI Advisor is designed to make guidance easier to access. Users remain responsible for reviewing the answer and deciding how to apply it.

AI Assistant: easier and more complete case registration

AI Assistant supports customer-specific workflows using your organisation’s knowledge and information. 

For case reporting, users can describe an event conversationally in their preferred language. AI Assistant can help identify an appropriate case type, ask follow-up questions and correct spelling or input errors. The user reviews the information and remains in control of what is registered. 

How AI Assistant can help with case reporting: 

  • Make it easier for employees to report incidents, observations and other events 
  • Capture useful details through relevant follow-up questions 
  • Support more consistent selection of available case types 
  • Reduce spelling mistakes and other input errors 
  • Allow users to describe an event in their preferred language 
  • Support registration in the organisation’s chosen working language 

How conversational case registration works 

  1. Describe the event 
    The user explains what happened in a preferred language. 
  2. Select the case type 
    AI Assistant matches the description with case types available to that user. 
  3. Build the detail 
    AI Assistant asks follow-up questions and helps correct spelling and input errors. 
  4. Review the draft 
    The user reviews the information, decides what to do next and can request registration in the organisation’s working language. 

The result is a simpler reporting experience and a more structured starting point for case management. 

AI-supported 5 Whys analysis

Synergi Life can use AI to suggest a 5 Whys cause analysis within the case workflow. 

The suggestions give investigators a starting point for considering why an event happened. The user reviews the proposed causes, validates the analysis and decides what should be added to the case record. 

Benefits of AI-supported 5 Whys analysis

  • Reduce the effort required to begin a cause analysis 
  • Encourage more consistent use of the 5 Whys method 
  • Keep the analysis connected to the relevant case 
  • Provide a structured starting point for investigators 
  • Keep human judgement central to the investigation 

AI does not determine the root cause or replace an investigator. It proposes a possible analysis for the user to review, challenge and validate. 

How does AI-supported 5 Whys analysis work?

  1. Generate suggestions 
    AI proposes a 5 Whys analysis based on information available in the case. 
  2. Check the causes 
    The user reviews and validates the suggested causes. 
  3. Add the analysis 
    The user decides whether the validated analysis should be added to the case record. 

Turn AI into practical QHSE outcomes

Make reporting easier

Conversational registration provides a more accessible way to report an event. Instead of deciding where every detail belongs from the beginning, users can describe what happened and respond to follow-up questions. 

This can make reporting easier for occasional users and employees who are less familiar with the organisation’s reporting process.

Capture more useful information

An initial event description may not contain all the details needed for follow-up and investigation. AI-supported follow-up questions can help the user identify relevant information that might otherwise be missed, creating a more complete starting point for case management.

  • Users can describe an event in their preferred language and request that the case is registered in the organisation’s working language. This can make reporting more accessible across multilingual and international organisations.

  • AI Advisor makes Synergi Life guidance available through conversation. Users can ask questions about features, workflows and QHSE topics instead of searching for the relevant documentation themselves.

  • AI-supported 5 Whys gives users a starting point for cause analysis within the case workflow. The investigator remains responsible for assessing the suggestions and determining which causes are relevant.

  • AI used in QHSE and operational risk management needs appropriate guardrails. It should support professional judgement, not replace it.

Our approach to AI in Synergi Life is guided by four principles

Useful:

AI should solve real problems within existing workflows and help users complete meaningful QHSE tasks.

Controlled:

AI should operate within the roles, permissions and access controls that govern the user’s work.

Human-centred:

AI can support guidance, case registration, investigation and analysis. People remain responsible for reviewing information and making decisions.

Transparent and responsible:

AI should be deployed with appropriate governance and evolving regulatory requirements in mind.

A shared AI foundation

AI Advisor and AI Assistant share a common Synergi Life AI foundation, but they support different tasks and use different sources of information. 

AI Advisor: AI Advisor uses Synergi Life technical documentation and domain information to provide guidance about features, workflows and everyday QHSE tasks. 

AI Assistant: AI Assistant is a customer-specific solution that can use an organisation’s processes, frequently asked questions and Synergi Life data to support workflows such as case registration and analysis. The generative AI capabilities use OpenAI models hosted on Microsoft Azure. Customer data is not used to train the underlying model and is not shared with OpenAI. 

Frequently asked questions about AI in Synergi Life

  • Synergi Life includes AI Advisor, AI Assistant and Cato. 

    AI Advisor provides conversational guidance about Synergi Life, its workflows and QHSE topics. AI Assistant supports customer-specific workflows, including conversational case registration and AI-supported 5 Whys analysis. Cato uses machine learning to support case categorisation.

  • AI Assistant allows users to describe an event conversationally in their preferred language. It can help select a suitable case type, ask follow-up questions and correct input errors. The user reviews the information before deciding what should be registered.

  • Yes. Users can describe an event in their preferred language and request registration in the organisation’s working language.

  • Synergi Life can suggest a 5 Whys cause analysis based on information in a case. The investigator reviews and validates the suggested causes before deciding whether the analysis should be added to the case record.  

    AI provides a starting point for the analysis. It does not independently determine the root cause.

  • No. AI in Synergi Life is designed to support tasks such as guidance, information capture and analysis. Users remain responsible for reviewing AI-generated content, applying professional judgement and making decisions.

  • AI Advisor provides guidance based on Synergi Life documentation and domain information. It helps users understand product features, workflows and QHSE tasks. 

    AI Assistant is customer-specific and can use an organisation’s processes, frequently asked questions and Synergi Life data to support work such as case registration and analysis.

  • AI Advisor uses Synergi Life technical documentation and domain information to answer questions about functionality, workflows and QHSE topics.

  • No. AI supports people by providing guidance, structuring information and suggesting a possible starting point for analysis. HSE professionals, investigators and other authorised users remain responsible for reviewing the output and making decisions.

  • AI capabilities should respect the roles, permissions and access controls governing the user’s work in Synergi Life.

  • Synergi Life AI is designed to support QHSE and operational risk workflows where appropriate control and human oversight are important. The approach focuses on useful, controlled, human-centred and responsible AI.

Continuing to develop AI for QHSE

We continue to explore how conversational AI and semantic search can support everyday QHSE work. 

Areas under exploration include conversational analysis of reports and search results, semantic case search, additional support for cause categorisation and assistance with privacy reviews. These are development and exploration areas rather than delivery commitments. 

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