The document describes an integrated risk management system called CARE+ developed by Perception BI Limited. It captures data from multiple sources, allows advanced analytics to identify risks, exceptions, and patterns. It enables review of risks at different organizational levels and generation of automated reports. The system aims to help identify, understand, manage, and minimize risks while educating users and driving behavioral changes.

1. Integrated Risk Management, Assurance and Improvement System www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

3. Registered Clinicians

4. Risk Management Experts

5. Behaviour Management / Engagement Experts

6. Former Director of Clinical Risk at DH

7. Current Risk & Compliance Manager for NHS CFH

8. 20 years experience in delivering Risk Management solutions to both Public and Private Sector

9. Coverage includes large, multi-national blue-chips, mid-size corporate and SMEswww.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

11. What we can do is provide the tools to:

12. Identify it

13. Understand it

14. Manage it

15. Minimise it

16. Educate others

17. Change behaviourwww.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

18. Excel HR Risk Direct connection to data sources Advanced analytics Exceptions, Patterns & Threshold breaches Make improvements www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

19. Excel HR Risk C A P T U R E Connect to your existing, electronic data sources Integration with systems such as DATIX Multiple data sources simultaneously Rapid data acquisition Automatically refresh data (hourly  monthly) Integrate historic data for accurate analysis, comparison and trending Direct connection to data sources www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

20. Excel HR Risk C A P T U R E Option for bespoke “back-end” database Handle any Administrative data No data-warehouse required Direct connection to data sources Bespoke Database Finance HR DATIX CARE+ L&D Other Data Sources www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

21. C A P T U R E Rapid data capture – 90 second input process Graphical Interface Interactive Floor Plan / Google Maps integration Browser based, no training required www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

22. C A P T U R E Capture evidence from multiple systems Store documents and evidence to support compliance inspections Generate action plans to show how progress is being monitored Show compliance dashboard to demonstrate improvements www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

23. A N A L Y S E Risk Management, not just Risk Reporting www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

24. A N A L Y S E Employee Team - Health & Safety - Information Governance - Compliance - Training - Health & Safety - Absence Management - Behaviour Management Department Organisation - Health & Safety - Financial - Staffing (competence, skill mix) - Performance Management - Balance Scorecard - Service Delivery - Operational Risk - Corporate Risk, inc: - Strategic Objectives - Operational Plan www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

25. Advanced analytics A N A L Y S E Simplify analysis of complex data relationships Top level KPI & KSI dashboard to monitor performance Drill-down to granular level, to see detail of actual activity Iterative investigation of issues, e.g. “what?” becomes “who else, where and when?” Search for patterns, clusters, commonalities etc Detect data quality issues www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

26. R E V I E W Surveillance: Action tree Action tree HR data already integrated action Dashboard action action HR work related absence stats action Identify areas for improvement www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

27. R E V I E W Provide visibility to managers, so that remedial action can be taken Set response times, reporting lines, escalation routes, etc. by incident-type Generate and monitor progress and actions Demonstrate compliance and auditability Performance management Learning & Development compliance Exceptions, Patterns & Threshold breaches www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

29. Alerts, triggers and advanced analytical capability

30. HSHE & RIDDOR reporting templates

31. Ability to bookmark, share and collaborate with other users

32. Quickly and easily develop and change dashboards and reports to suit your exact requirementswww.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

34. Make improvements E V O L V E + Benchmarking & Data Quality Audit Health and Safety Audit Risk Management Consultancy Strategic & Tactical Behavioural Interventions e.g. Links in the chain Mindfulness and consequences Information Governance www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

36. User-friendly, intuitive interface through Internet Explorer

37. Minimal end-user training required

38. Optional, fully hosted, managed solution

39. No new systems or hardware required

40. 24/7 access and availability

41. 100% secure, with encryptionwww.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

42. Excel HR Risk D E P L O YMENT Data Sets Deployment C A R E + Hosted Solution www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

43. Excel HR Risk D E P L O YMENT Data Sets Deployment Bespoke Database Locally Hosted Server web-based data entry interface www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

44. D E P L O YMENT Security Optional, secure remote delivery No change required to existing IT systems No local software necessary (via Internet Browser) Secure and protected source location Access level control Anonymous data except where permitted Secure, online management console for managers and administrators Security and hierarchy information can be automatically derived from HR system www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

45. D E P L O YMENT Administration www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

46. D E P L O YMENT Administration www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

47. D E P L O YMENT Administration www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

49. Compliant with Data Protection Act requirements

50. User-friendly interface

51. Minimal end-user training required

52. Developer coaching (5 days)www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

53. Specialist Consultancy D E P L O YMENT Health and safety protocols Behavioural safety solution Engagement Risk Management Information Governance Consultancy Learning & Development support www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

54. Excel HR Risk Direct connection to data sources Advanced analytics Exceptions, Patterns & Threshold breaches Make improvements www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited

55. Next Steps D E P L O YMENT No leap of faith required: We can demonstrate your solution working before you buy Call us today on 0845 0945 821 www.perceptionbi.co.uk 0845 0945 821 © 2011 Perception BI Limited