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Financial Services Case Studies and Customer Success Stories with Ideagen EHS

 

National Australia Bank (NAB) London - Financial Services - Large

London, UK

Ideagen WorkRite helped National Australia Bank (NAB) London achieve 100% compliance with UK HSE regulations. The bank automated DSE administration... and onboarding, saving time and reducing manual work. Support queries dropped as employees received instant ergonomic recommendations. Staff wellbeing and satisfaction improved with comprehensive training. NAB London avoided fines and office closures by meeting all regulatory requirements.

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International Personal Finance (IPF) - Financial Services - Large

Leeds, UK

Ideagen Risk Management helped International Personal Finance (IPF) move from manual, Excel-based risk tracking to a centralized digital system. IPF reduced reporting... time and gained real-time access to risk data. The solution enabled better decision-making and improved internal controls. Stakeholders now have dynamic reporting and faster risk mitigation. IPF can focus more on strategic initiatives, not just administration.

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National Bank of Georgia - Financial Services

Ideagen helped the National Bank of Georgia improve its internal audit processes. The bank had problems with manual audits. With... Ideagen, they made their work faster. They managed risks better. They met IIA standards for compliance. This made their audits stronger and more reliable.

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FORUM Credit Union - Financial Services

Ideagen helped FORUM Credit Union move away from manual auditing. The credit union increased audit capacity by 35%. They reduced... manual tasks. Compliance with regulatory standards improved. The solution made audits faster and more efficient.

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Hospital & Health Care Case Studies and Customer Success Stories with Ideagen EHS

 

Spire Healthcare - Hospital & Health Care - Large

London, UK

Ideagen Quality Management helped Spire Healthcare standardize procedures across 22 laboratories. The company struggled with paper-based systems and inconsistent practices,... making ISO 15189 accreditation difficult. With Ideagen, Spire Healthcare centralized document management and audits. They eliminated up to 100 errors per inspection and achieved zero findings post-inspection. The solution enabled quick accreditation and improved staff ownership of quality processes.

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Sussex Community NHS Foundation Trust - Hospital & Health Care - Large

Brighton, UK

Sussex Community NHS Foundation Trust used Ideagen Healthcare Guardian to centralise governance processes. Over 200 teams adopted the new self-assessment... tool, with more than three quarters completing assessments in two months. The platform replaced fragmented spreadsheets and documents, enabling real-time evidence management and continuous CQC readiness. Managers now use visual dashboards to identify areas for improvement. The Trust moved from reactive inspections to proactive compliance, reducing last-minute stress and improving quality conversations.

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Maidstone and Tunbridge Wells NHS Trust - Hospital & Health Care - Large

Maidstone, UK

Maidstone and Tunbridge Wells NHS Trust used Ideagen Healthcare Guardian to unify fragmented governance systems. The Trust replaced manual workflows... and spreadsheets with a single platform, improving data quality and oversight. Monthly incident reports increased by 54%, from 1,300 to over 2,000, showing better staff engagement. Real-time dashboards and automation reduced admin work and improved reporting speed. The Trust earned national recognition for its governance transformation.

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Greater Manchester Mental Health NHS Foundation Trust - Hospital & Health Care - Large

Manchester, UK

Ideagen Healthcare Guardian helped Greater Manchester Mental Health NHS Foundation Trust improve patient safety and meet LFPSE compliance. The Trust replaced... its old Datix system, which made incident tracking slow and manual. With Ideagen, staff can now link incidents to individuals and generate reports instantly. Real-time dashboards give leaders a clear view of risks and feedback. Automated reporting and better permissions save time and boost security. The Trust plans to expand the platform to support new clinical divisions and AI-powered features.

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Food & Beverages Case Studies and Customer Success Stories with Ideagen EHS

 

Britvic - Food & Beverages - Large

Hemel Hempstead, UK

Britvic uses the Ideagen platform to fight food fraud and protect its brand. The company faces risks from complex global... supply chains and rising food fraud. Britvic applies risk-based authenticity checks and real-time supply chain monitoring. The Ideagen platform helps manage non-conformances, schedule audits, and extract data for supplier performance. This approach supports continuous improvement and ensures product safety for millions of consumers.

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Yo-Chi - Food & Beverages - Medium

Melbourne, Australia

Yo-Chi used Ideagen Procedure Management to unify audits, SOPs, and training across 60+ locations. The platform replaced paper-based audits and... inconsistent procedures with a single source of truth. Training became consistent, and new venue openings turned into a near-replicable process. Real-time audit visibility and accelerated onboarding improved operational consistency. Yo-Chi scaled rapidly while maintaining high guest experience standards.

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Heineken - Food & Beverage

Ideagen Internal Audit helped Heineken standardize audit processes across over 165 breweries worldwide. Heineken needed a centralized system to manage... complex audits as they grew. The solution improved efficiency and compliance. Audit findings dropped from 100 to nearly zero per inspection. Heineken now has a refined, global auditing process.

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Education Case Studies and Customer Success Stories with Ideagen EHS

Leeds University Business School - Education - Large

Leeds, UK

Ideagen’s audit intelligence solution helped Leeds University Business School speed up research for students. Manual data extraction was replaced with... streamlined, browser-based access to quality audit data. Students gained more time for analysis and produced more audit-related dissertations. In 2023, a research paper was published in the European Accounting Review, challenging established audit fee methods. The school’s reputation in accounting and finance research grew stronger.

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University of Kansas - Education - Large

Lawrence, USA

Ideagen Audit Analytics helped the University of Kansas improve research quality. The university needed reliable, comprehensive datasets for academic studies.... Ideagen provided seamless integration, responsive support, and rich data modules. Researchers saved time on data sourcing and focused more on publishing and innovation. The platform enabled new courses and increased academic recognition through published papers.

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Longwood University - Education - Medium

Farmville, USA

Ideagen Audit helped Longwood University save 1,200 audit hours each year. The team replaced manual, paper-based audits with digital workflows.... They eliminated time-consuming tasks like page numbering and document formatting. Built-in time tracking showed they saved 100 hours per audit. The team used this time for higher-value audit activities. The switch also reduced paper use, supporting the university's sustainability goals.

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Government Administration Case Studies and Customer Success Stories with Ideagen EHS

Travis County - Government - Large

Austin, USA

Ideagen Internal Audit helped Travis County cut audit preparation time by 50%. The county replaced manual processes and shared drives... with a centralized audit platform. This improved data accuracy and integrity. The risk matrix feature enabled targeted audits on high-risk areas. Audit consistency and risk management improved across all departments.

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US Department of Energy (DOE), Hanford Site - Government Administration - Very Large

Washington, USA

Ideagen’s quality, safety and compliance software replaced spreadsheets at the DOE’s Hanford Site. The platform unified contractor assurance, giving real-time... oversight and secure data access across multiple contractors. DOE gained direct system access, automating workflows and reducing manual record requests. Mobile app rollout let field workers log issues instantly, improving safety and compliance. Automated review processes ensured prompt follow-up on non-compliance, boosting confidence and efficiency.

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Construction Case Studies and Customer Success Stories with Ideagen EHS

Built - Construction - Large

Sydney, Australia

Built used Ideagen EHS to manage safety across many construction sites. They replaced manual tracking and disconnected systems with a... unified solution. Staff now spend less time on admin and more time on-site. A new safety form is completed every 1.3 minutes, giving real-time data for reports. The company improved safety culture and workforce engagement in health and safety.

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Events Services Case Studies and Customer Success Stories with Ideagen EHS

Encore - Events Services - Very Large

Schiller Park, USA

Encore used Ideagen EHS to manage safety across 23 countries. Before, Encore relied on spreadsheets and paper forms, which slowed... teams and led to unreported incidents. With Ideagen EHS, Encore created digital risk assessments faster and made incident reporting easier. Teams now share live safety data across regions and devices. Management can see real-time safety activity at any site worldwide.

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Accounting Case Studies and Customer Success Stories with Ideagen EHS

Baker Tilly (formerly Moss Adams) - Accounting - Very Large

Chicago, USA

Ideagen Audit Analytics helped Baker Tilly, one of the largest accounting firms in the USA, boost audit efficiency. The platform centralized... SEC data, making research and compliance faster for over 400 partners. Partners now spend less time searching for data and more time on client advisory. The solution improved compliance, risk management, and benchmarking. Firmwide collaboration increased with scalable knowledge sharing.

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Banking Case Studies and Customer Success Stories with Ideagen EHS

BBVA - Banking - Very Large

Madrid, Spain

Ideagen helped BBVA standardize its audit processes across global operations. BBVA improved communication and risk management for 650 users. The... solution enabled consistent audit methodology and compliance with international standards. BBVA achieved centralized document management and enhanced compliance tracking. The bank also met 21 CFR Part 11 requirements. Ideagen's platform supported easy deployment and offline use.

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Telecommunications Case Studies and Customer Success Stories with Ideagen EHS

 

BT Group - Telecommunications - Very Large

London, UK

BT Group used Ideagen software to centralize audit and document management. They replaced multiple outdated databases with a single system.... This change reduced time spent on corrective actions and cut costs. The new solution brought a standardized approach to quality across all business lines. BT Group gained flexibility to support new ways of working. Efficiency and consistency improved across their global operations.

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Transportation/Trucking/Railroad Case Studies and Customer Success Stories with Ideagen EHS

 

Siemens Mobility - Transportation/Trucking/Railroad - Very Large

Munich, Germany

Ideagen Collaboration Portal helped Siemens Mobility save 1,000 hours per bid. The company struggled with poor version control and slow... collaboration. With Ideagen Huddle, they improved document management and security. Siemens Mobility achieved a 90% win rate on bids. The platform made teamwork faster and more reliable.

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Insurance Case Studies and Customer Success Stories with Ideagen EHS

 

Admiral Group plc - Insurance - Very Large

Cardiff, UK

Ideagen Risk Management helped Admiral Group plc cut report creation time and boost user adoption. The insurance leader faced slow,... inconsistent risk reporting and low team engagement. With Ideagen, Admiral centralized risk data and enabled real-time, flexible reporting. Executives now get fast, clear insights into top risks. Teams manage risks better and make quicker decisions.

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Real Estate Case Studies and Customer Success Stories with Ideagen EHS

 

Lambert Smith Hampton - Real Estate - Large

London, UK

Ideagen Collaboration Portal helped Lambert Smith Hampton manage up to 11 bids weekly and submit over 200 bids in one year. The platform solved... problems with document version control and team collaboration. LSH improved security and made it easy to add users and external partners. Bid processes became faster and more efficient. Team members saved time and effort with streamlined document management.

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Pharmaceuticals Case Studies and Customer Success Stories with Ideagen EHS

PSI CRO - Pharmaceuticals - Medium

Zug, Switzerland

Ideagen helped PSI CRO improve their internal audit process. PSI CRO needed a tool to save time and make audits... more meaningful. The company faced challenges with manual processes and global consistency. Ideagen offered a flexible, easy-to-use solution that fit their needs. PSI CRO now adapts audits quickly and plans to grow their team using Ideagen.

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Other Industry Case Studies and Success Stories with Ideagen EHS

 

TSL Healthcare - Healthcare - Medium

Wakefield, UK

TSL Healthcare used Ideagen Collaboration Portal to manage complex product development and compliance. The platform centralized document control and improved... audit readiness. Teams across multiple locations collaborated in real time, reducing manual errors. Automated version control helped meet strict regulatory standards. Project visibility and accountability increased, boosting productivity.

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BDO - Audit, Accounting And Advisory

Ideagen Internal Audit helped BDO unify audit, risk, and control for the three lines of defense. BDO needed to integrate... risk management, compliance, and internal audit functions. The solution streamlined audit processes and improved operational oversight. BDO saw better audit quality, more control over documentation, and stronger risk awareness. This made audits more efficient and supported growth in audit advisory services.

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