You’re One Audit Away from Chaos If your compliance documents live in shared folders, spreadsheets, and inboxes, you’re not in control, you’re just lucky. Worksmatic’s Smart Document Control puts you back in the driver’s seat, transforming disconnected files into a streamlined, centralised system that’s built for accountability, access, and audit-readiness. Let’s explore why more health and safety teams are ditching the paper trail, and upgrading to smarter, audit-ready document control. Why Smart Document Control Matters More Than Ever Auditors Don’t Wait. Neither Should You. When your inspector asks for the latest COSHH assessment, you shouldn’t be scrambling. With Worksmatic, every document lives in a centralised, searchable repository, accessible by department, site, or user role — so you’re always audit-ready. Tribal Knowledge Isn’t a System Relying on “that one person” to know where the latest risk assessment is? That’s risky. Smart Document Control ensures: Version consistency Controlled access Clear distribution tracking Giving your entire team visibility — and peace of mind. Key Benefits That Set You Free All Your Docs in One Place From method statements to toolbox talks, everything is: Securely stored Logically categorised Accessible from anywhere — even job sites Distribute in a Click Send updates instantly to teams, sites, or individuals. No more guessing if someone’s seen the latest SOP — Worksmatic tracks it for you. Stay Compliant, Always Built-in audit trails track: Changes Approvals Acknowledgements No more lost sign-offs. No more version chaos. H ow Worksmatic Is Being Used (Without the Jargon) Here’s how safety and compliance teams are using Smart Document Control today: Creating training hubs with digital toolbox talks Linking safety documents to automated workflows Assigning updated protocols across multiple sites — instantly Preparing for ISO audits with all files stored, tagged, and trackable Bonus: Make Training a No-Brainer Compliance isn’t just about where documents live — it’s also about how teams engage with them. Worksmatic helps you: Turn critical policies into e-learning modules Track engagement, completion, and understanding, not just clicks Still emailing PDFs and hoping for the best? It’s time to evolve. Ready to Simplify Compliance? If you're ready to transform how your business handles health and safety documentation, explore Worksmatic’s Smart Document Control. Pair it with Automated Workflows to eliminate repetitive admin and stay two steps ahead of audits. Work smarter. Stay compliant. Let your documents work for you, not the other way around.

In today’s fast-paced, multi-site work environments, speed matters, especially when implementing a health and safety management platform that’s designed to scale intelligently. Yet many businesses still face the challenge of disconnected tools, outdated processes, and the complexity of onboarding teams across multiple locations. Sound familiar? Here’s the good news: Worksmatic is built for strategic, flexible deployment and is designed to adapt to complex operations through smart planning and partnership. The Setup Struggle: Why Many Platforms Fail to Scale For organisations managing multiple sites, rolling out a new workplace compliance system can feel like launching a rocket: expensive, overly technical, and prone to delays. From trying to align workflows to re-training teams on unfamiliar software, the friction adds up fast. That’s where Worksmatic flips the script. Instead of forcing you to adapt to us, we adapt to you — providing custom workflow solutions that reflect how your organisation already operates, with expert-led configuration that ensures long-term scalability. Configuration, the Worksmatic Way Every business has unique processes, language, and compliance obligations that don’t always fit out-of-the-box solutions. So why settle? With Worksmatic, you get: ✅ Bespoke menus, labels, and terminology tailored to your business ✅ Configurable dashboards by team, site, or role ✅ Automated workflows based on your real approval processes ✅ Custom form builders for inspections, incidents, and audits ✅ Tiered user access levels to give the right people the right tools We’re not just digitising your systems — we’re strategically replicating what works and making it smarter, faster, and more connected with digital safety inspection tools that are built to scale. Set Up Once. Scale Everywhere. Whether you’re managing 3 sites or 30, Worksmatic enables strategic duplication of templates, workflows, and dashboards across all locations. This means: Consistent multi-site compliance standards Centralised document and data management Faster team onboarding with unified processes Total visibility across your entire operation What Our Customers Are Saying ''Worksmatic made the audit process far smoother and more efficient than I anticipated, with information readily accessible at every step. Over the coming months, I’ll continue building out forms and digitising more of our system—Worksmatic has proven to be the perfect platform to support this vision. It’s a genuine reflection of how impactful the app has been.” — Danni Fraser‑Pickard, Quantity Surveyor, RK Bell Setup That’s Simple, But Smart A common concern is: “Will this be too technical for my team?” Not with Worksmatic. Our onboarding is hands-on and collaborative. You’ll have a real implementation expert guiding you through setup, helping you import existing safety data, align workflows, and configure your first site-specific inspection checklist. We make it simple, but we never skip the strategy. Why Strategic Setup Matters More Than Ever In a world of evolving regulations, tighter insurance expectations, and increasing employee safety awareness, the way you set up your system matters more than ever. A thoughtful, strategic deployment gives you: A stronger safety culture Smoother, faster audits Improved regulatory compliance Transparent communication across teams Lower risk, reduced costs, and better reporting Ready to Transform How You Operate? No matter where you are in your workplace safety and compliance journey, Worksmatic gives you the tools to simplify, streamline, and scale, with a setup process that’s fast, flexible, and tailored just for you. Want a closer look? Book a free setup consultation and discover how quickly you can launch with our multi-site compliance software in a strategic way.

Overview Smiths Group, a multi-division engineering and manufacturing enterprise with over 500 employees across nine divisions, embarked on a digital transformation journey to streamline operations, enhance compliance, and modernise workforce management. Worksmatic partnered with Smiths Group as their dedicated digital transformation and software consultancy partner. Together, we launched a tailored, multi-phase rollout of our platform to centralise operations, digitise compliance, and drive efficiency — all while maintaining business continuity and aligning with Smiths’ unique workflows. Phase 1: Understanding the Business – Needs Analysis & Strategic Planning Our journey began with an in-depth needs analysis across Smith’s operations. We assessed: Existing operational processes Health & safety protocols Compliance management practices Current software ecosystem and gaps Key improvement areas identified by senior stakeholders The goal was clear: to build a centralised platform that connects people, processes, and priorities, tailored specifically to Smith’s needs. We followed this with a collaborative strategy session involving key stakeholders from across the organisation. Together, we: Defined critical business priorities Identified internal champions (“ambassadors”) to drive adoption Aligned our deployment roadmap with business goals Ensured continuity of operations throughout the transition Phase 2: Foundation First – Time & Attendance to Payroll Integration The initial rollout focused on the Time & Attendance to Payroll module, acting as the foundational layer that integrates all users, from full-time staff to subcontractors and external stakeholders. Key features delivered: Custom permissions trees, ensuring each user accesses only what they need Streamlined workflows for document sharing, communication, and task approvals A unified user base to plug into future modules with minimal friction This phase was deployed over 2–3 months, running in tandem with existing processes to avoid disruption. Configuration was done in real time, adapting to Smith’s evolving needs. A major focus was payroll — with over 600 employees across six divisions, Smiths required a highly customised system. We worked closely with the accounts team to: Map out complex payroll rules and sub-rules Address exceptions and edge cases for various employment types Build a reliable, scalable payroll engine within the platform “Worksmatic allowed us to design the system around how we already operate, not the other way around.” — James Cross, Group Operations Manager Early Wins & Measurable Impact X% reduction in payroll processing time X hours/week saved in administrative workflows X% adoption rate within the first 8 weeks Improved visibility across teams and compliance functions Phase 3: Health & Safety Module – Compliance Made Smart With people management in place, we deployed the Health & Safety module. In partnership with Smiths’ SHEQ team, we migrated and rebuilt: Preferred audit templates and safety documentation Risk assessments, COSHH records, policies, and communication workflows Training materials and site-specific requirements Our approach ensured that Smiths’ safety culture wasn’t just preserved — it was enhanced through smarter workflows and digital access. We also rolled out in-person training, carefully coordinated with internal ambassadors and site visits across locations. This hands-on, face-to-face engagement was key to: Driving adoption and confidence Building trust across diverse teams Demonstrating real-world use of the system ''The support and on-site training made a real difference — it helped us bring our teams with us on this journey.” — Russell Robinson, Health & Safety Coordinator Challenges Tackled Head-On Every transformation has its hurdles. A few key challenges we solved: Mapping multi-division payroll rules across 600+ employees Migrating legacy documentation without disrupting workflows Driving user engagement across multiple sites and business units Keeping operations live while digitising core systems Timeline of Key Milestones Month 1–2: Needs Analysis & Strategic Planning Month 3–5: Time & Attendance to Payroll Module Month 6–7: Health & Safety System Launch Month 8–10: Training Rollout & Continuous Optimisation Future Milestones: Asset Management, Digital Training & Induction, Custom Workflows Looking Ahead: A Long-Term Partnership This is just the beginning of our journey with Smiths Group. Over the coming months, we’ll continue to roll out: Asset management solutions Training and induction digitisation Custom-built workflows tailored to division-specific needs As an IOSH-accredited partner, we also support Smiths with expert input into health & safety strategy, ensuring their systems aren’t just compliant — they’re industry-leading. We’re proud to be more than a vendor — we’re a technology partner and digital consultant, evolving alongside the business and delivering continuous value. Conclusion Smiths Group chose Worksmatic not just for software, but for a partner who understands their business, listens to their needs, and builds technology around how they work. As this collaboration continues to grow, one thing is clear: Smiths Group is future-ready, and Worksmatic is right beside them, every step of the way.

Custom Configuration comes as standard with Worksmatic's health, safety and operations management software.