Risk Management and Training Software for businesses and organizations who want to reduce their Total Cost of Risk (TCOR)

1. Risk Management Center
Jason Hitz
SVP, Sales
503.783.1923
jason.hitz@succeedms.com
www.succeedms.com
Introducing the
Risk Management Center
Enhanced Risk Management
Resources, Efficiencies, and
Bottom-Line Results
Powered By
The Standard in Enterprise Risk Management

2. Risk Management Center
 Curt Shaw | Founder, President & CEO
 Over 35 years experience with Fortune 500
organizations
 Retired Board Certified Industrial Hygienist and
Safety Professional
 Reputation as an expert on risk mitigation
 Succeed…Started in 1996 as a risk mitigation
consulting company
 Built web-based software to service clients with
risk mitigation tools
 Now serving tens of thousands of organizations
internationally
About Succeed… Started in EHS

3. Risk Management Center
Save Time
Improve Uniformity & Oversight
Reduce Costs
Access Enhanced Resources
Compliance & Time, & Money!
Benefits
$
$
Comply with Regulations

4. Risk Management Center
Accessibility
 Cloud Computing:
 24/7 access, from ANY workstation with
internet connectivity
 Constant data backup
 Top-of-the-line security systems in place
 Access through all major browsers
 Chrome
 Firefox
 Internet Explorer
 Safari
 Completely tablet-accessible
 Use on the job site or while traveling
 Instant Return on Investment

5. Risk Management Center
Client Access & Login

6. Risk Management Center
The Dashboard

7. Risk Management Center
The Risk Management Platform Resources Includes:
Risk Management Library
Policies, procedures, training shorts,
posters, training materials, quizzes, links,
and more
My Content & My Content Inbox
Create and distribute your own
documents from internal resources or
edited Library resources and documents
HR & Benefits Library
A comprehensive HR Library to help your
organization stay compliant with federal
and state labor laws
News, Calendar of Events,
Announcements
Contains important news and timely
resources
Risk Management Manual
Build your risk management manual from
My Content

8. Risk Management Center
Risk Management Library®
Enhance your safety program with a multitude of bilingual
safety and risk management resources
 Establish guidelines and procedures
 Improve training programs
 Inform and engage employees
 Create a safety culture
 Demonstrate compliance
 Form an Injury and Illness Prevention Program

9. Risk Management Center
Risk Management Library
 The Library contains over
2,000 documents in
English & Spanish
 Search for anything in the
Library by keyword
 Add any document,
training, or video to My
Content

10. Risk Management Center
Risk Management Library
 The Library contains a
variety of training
programs
 Use Succeed to create
custom online training
programs that address
your unique exposures
and workplace issues

11. Risk Management Center
My Content
Users can easily build out My Content by creating folders and uploading documents.

12. Risk Management Center
My Content Inbox
My Content Inbox – access via the mail icon in the main menu bar. Forward company-
specific documents to your entire staff.

13. Risk Management Center
Risk Management Manual
Build out your risk management manual using the intuitive interface.

14. Risk Management Center
Weekly Email and “Toolbox Talk” Sample
 Timely and important topics
 Toolbox Talks are both in English and
Spanish

15. Risk Management Center
Educational Webinars (Succeed University®)
A comprehensive training
curriculum for you and your staff
• Free service, designed to deliver
important and topical educational
webinars
• Courses are developed and
presented by safety and health
professionals
• Fresh insight into relevant risk
management issues, and how to
apply the Risk Management
Center effectively to save time
and money
Click to see a full schedule

16. Risk Management Center
The Risk Management Center Includes:
Incident Track®
Reduce your clients’ claims by
tracking incidents.
SDS Track®
Assist clients with organizing and
managing their Safety Data
Sheets.
Job Description Track®
Clients can create job descriptions
and return-to-work programs
easily.
Safety Observation Track™
Assists clients in maintaining safe
practices in a workplace.
Training Track®
Users track their training—
automatically!
BBS Track®
Help clients build Behavior-Based
Safety programs easily!
COI Track®
Help manage your clients’
certificates of insurance before a
problem occurs.
The HR Library™
Provide access to an HR Library to
help clients stay compliant with
federal and state labor laws.
Daily Training Webinars for Users

17. Risk Management Center
Incident Track™
 Help minimize report times
 Trend losses, generate near miss and claims
reports
 Provide focused resources to mitigate risk,
reduce claims and lower litigation costs

18. Risk Management Center
Incident Track®
Reduce your claims by tracking and trending exposures, at-risk
behaviors, incidents, and near-misses
 Automates incident tracking, claims reporting, OSHA logs, incident trending
 Enter and incident once to generate: Incident Reports, all 300 OSHA logs, and First Report of Injury.
 Track claims cost, near miss, all incident types, and use trending graphs to focus efforts.
Track All Types of Claims:
 Work related illness and injury
 General liability
 Property
 Auto/fleet
 Environment
 And more!
Go back to Applications

19. Risk Management Center
Incident Track®
• Simple, step-by-step wizard

20. Risk Management Center
Incident Track®

21. Risk Management Center
Incident Track™: Improve the visibility, efficiency and accuracy of your
workplace incident management system.

22. Risk Management Center
Incident Track® - OSHA 300 Log

23. Risk Management Center
Incident Track® - First Report of Injury: State-specific

24. Risk Management Center
Incident Track® - Sophisticated Trending and Graphs
Print and distribute trending reports to
multiple sites, enabling a targeted,
proactive training response.

25. Risk Management Center
Training Track™
 Automatically notifies you of upcoming training
 Generates compliance reports
 Streamlines the training process

26. Risk Management Center
Training Track™
Track your training automatically & stay OSHA-
compliant.
 Schedule and record training sessions for your employees
effortlessly.
 Employees and Managers receive reminders of trainings coming due.
 Keep records and run reports easily by using Training Track as your solution.
Track:
 Training
 Departments
 Employees
 Supervisors
 Sessions
 And more!
Go back to Applications

27. Risk Management Center
Training Track™: delivers the scope and flexibility needed for a complete and
automated online training program.

28. Risk Management Center
Training Track™
• Clear distinction between
Online and live training
throughout Training Track
– Create training categories
for classroom trainings
• Schedule training – online,
live, and by Employee
• Auto-notifications
• Clear and useful reporting

29. Risk Management Center
Online Training Library
Trainings are accessible
across all major desktop,
laptop, and tablet formats,
and all major web browsers
View a brochure

30. Risk Management Center
Online Training Library
Review training information, preview, and schedule an online training from the library.

31. Risk Management Center
Automatic Notifications: Employees and Managers

32. Risk Management Center
Employee Portal
Your employees have their own portal, where they can access assigned training, library
materials, News and Announcements, and more.

33. Risk Management Center
Employee Portal
 Online e-Learning:
efficient, convenient, and
cost-effective
 Instant ROI
 Cost savings versus
classroom-based
training
 Access anywhere
with an internet
connection

34. Risk Management Center
Employee Portal
 Reduces incidents,
accidents & claims
 Ensures compliance
 Targeted training to
address loss sources

35. Risk Management Center Example training: Driver
Safety

36. Risk Management Center Example training: Driver
Safety

37. Risk Management Center Example training: Driver
Safety

38. Risk Management Center Example training: Distracted
Driving

39. Risk Management Center Example training:
Maintenance Inspections

40. Risk Management Center
Effective method for employee development
 Complete required training with a multitude of training
titles
 High-quality course content
Example training: Welding &
Hot Work Safety

41. Risk Management Center
Training Track™
• Pause scheduled trainings
• Download certificates of
completion from Training
History
• Recording Offline trainings
– Include attachments
– Track and record the
instructor of the course,
cost, education credits,
and license information

42. Risk Management Center

43. Risk Management Center
Training Track™: Custom Reports – by training, department, and more

44. Risk Management Center
Compliance Report
Training History
Assigned Documents
Example Reports

45. Risk Management Center
Custom Online Training Service
• We build custom online trainings that sync
to Training Track™
• Ensure employees are working safely and
in compliance with:
– unique company policies
– Industry-specific regulatory standards
– best practice guidelines
• Save your organization valuable time and
increase training efficiencies

46. Risk Management Center
Help and Training Center
• Integrated Help
• Send help desk requests
• Sign up for training and
educational webinars
• Short, how-to videos and
documents
Daily Platform Training Webinars

47. Risk Management Center
Proactive risk
mitigation
management
addresses
Essential
Behaviors and
Root Causes
1 Major Claim
10 Serious Claims
100 Incidents
10,000 Unsafe Acts and Conditions
1,000 Near Misses1,000 Near Misses
10,000 Unsafe Acts and Conditions
Risk Mitigation Pyramid