Summary

Safety Shield Global specialises in advanced AI collision-avoidance systems, working to improve safety for road users and construction and rail workers worldwide. With a dedicated team of field engineers carrying out on-site installations, the business needed a reliable way to manage field operations, centralise documentation and meet the rigorous demands of ISO compliance.

Challenge

As Safety Shield Global grew, its reliance on paper copies and Excel spreadsheets became increasingly difficult to sustain. Managing workflows, job sheets and documentation across departments was time-consuming and the system simply couldn’t scale with the business.

ISO Compliance Pressure

ISO compliance added further pressure. Collecting paper records from multiple departments was challenging and switching between spreadsheets during audits slowed the team down significantly.

“Our ISO requirements demand detailed process evidence. Previously, collecting paper records from multiple departments proved challenging — switching between spreadsheets during audits slowed us down significantly.”

The business needed a digital solution that could manage field engineers and centralise paperwork in one place.

Solution

WorkPal brought everything under one roof — covering product testing, system builds, installations and customer job sheets across departments. The implementation team reviewed Safety Shield Global’s existing processes, digitised their forms and configured the system to fit how the business operates before delivering full training on both the desktop and mobile app.

“The WorkPal team always helped us find solutions. They were available to discuss requirements, and in the end the system works exactly as intended.”

Visibility and Customer Experience

Client portals added a further layer of visibility, allowing managers to track jobs in real time while clients can view job status and access key documents directly. Vehicle tracking also removed the need for customers to call the office for engineer updates — a live tracker shows arrival times automatically.

Results

WorkPal has delivered improvements across efficiency, accountability, compliance and customer experience. Centralising all job and process documentation in one platform has made end-to-end financial traceability significantly easier to manage.

Accountability and Compliance

Unique mobile user accounts have improved accountability across the field team — when issues arise, they’re identified quickly and additional training can be actioned sooner. For customers, live vehicle tracking means engineers’ arrival times are visible without any need to contact the office. On the compliance side, having all process evidence stored digitally has made ISO audits considerably less burdensome.

Training & Support

Training was delivered in an intensive format, with back-to-back sessions that covered everything staff needed to get up and running quickly. Because sessions were recorded, team members could revisit specific areas at any time, helping confidence grow across the business.

After go-live, the WorkPal team stayed in regular contact — checking progress, answering questions, and ensuring everything was running smoothly. Long-term, WorkPal’s Customer Success team and Technical Account Managers continue to support the business, helping maximise feature usage and managing updates and queries as they arise.

“Yes, we received plenty of training. The WorkPal team always helped us find solutions.”

Client Testimonial

WorkPal has brought everything under one roof. Overall, it offers a strong solution at a competitive price — and the onboarding and customer care really stand out. Yes, 100% we would recommend it.

— Safety Shield Global