HAZOP Edge Pilot Programme
- Soter Software Team
- Mar 25
- 7 min read
Updated: Mar 26
A Collaborative Project to Transform Your Organisation’s HAZOP Data into Strategic Safety Insights
This post explains what a pilot with HAZOP Edge involves, and what organisations can expect from taking part.
The aim is to give a clear, practical view of how the pilot works, what is required from your team, and the kind of outcomes it is designed to deliver — so you can quickly decide whether it would be of benefit to your organisation. It covers the following topics:
What is a Pilot Project?
A pilot project is a small-scale, preliminary test of a new process, system, or approach before full-scale implementation. It is designed to help organisations explore feasibility, identify challenges, and refine their approach using real-world feedback — before committing to a full rollout.
For HAZOP Edge, this means working with a single site in an organisation’s portfolio of sites, or a single process area within a large site, to structure and make existing HAZOP data more usable. At the same time, it provides an opportunity to see how the collaborative software platform works in practice and understand how it could improve risk management across your operations.
The Current Challenge:
How Organisations Store HAZOP Data — And Why It’s Often Hard to Use.
HAZOP studies are thorough, detailed, and essential to managing process risk. They are often lengthy and costly, and while they generate valuable information, much of that insight remains underutilised outside process safety teams.
Once HAZOPs are complete, the data can become difficult to use day-to-day. It often lives in spreadsheets, PDFs, or legacy systems that operate on a single-use or per-seat basis, with access limited to process safety or engineering teams. For most site personnel who could benefit from process safety data — including maintenance, operations, controls and instrumentation, environmental, and site management teams — HAZOP data is simply not something they can work with easily.
Over time, this creates a gap:
The hazard analysis is there
The risk insight exists
But it is not always accessible to the people who need it
This leaves gaps in an organisation’s ability to manage risk comprehensively, make strategic decisions, and maximise institutional knowledge across its portfolio of sites.
The Focus of the Pilot Study.
The pilot study is centred around the implementation of HAZOP Edge in your organisation as a replacement for your existing system for managing HAZOP data.
The aim is simple:
To build a clean, usable foundation for process hazard data — moving HAZOPs from static documents into a structured system that can be accessed and used across the site.
This will not involve re-running existing HAZOPs studies. Instead it involves taking the process safety data that already exists and making it easier to:
Access
Understand
Maintain
And use in day-to-day operations
This approach works particularly well when a HAZOP study has recently been completed or is scheduled to be carried out soon. Doing so provides a clear baseline for structuring the data and maximising its ongoing usefulness across the site.
Project Structure: How the Pilot Works in Practice.
Each pilot is tailored to the specific needs of the organisation and scoped to keep it focused and practical, to maximise benefits and impact of the project. We recognise that internal resource and time are always limited.
The pilot is designed to be manageable alongside day-to-day operations, with a hands-on, collaborative approach where we support the setup, migration and implementation of your HAZOP data. This includes supporting the import and structuring of existing HAZOP data, even where formats vary (e.g. spreadsheets, PDFs, or legacy systems).
Generally, the pilot will follow the following steps:
Stakeholder identification and mapping
We work with your project champion to identify and engage the key personnel who would benefit from interacting with HAZOP data — including process safety, HSE, engineering, operations, maintenance, environmental teams, and site or corporate-level management. Mapping roles and expectations ensures the pilot is relevant across the site and that everyone’s input is considered.
Key deliverables and milestones
The pilot follows a structured process:
Importing and structuring your HAZOP data within HAZOP Edge
Reviewing and validating data usability with your team
Demonstrating cross-functional access and practical use
Checkpoints along the way to ensure progress and resolve any issues
This approach ensures transparency and allows you to monitor performance and make adjustments as needed.
Pilot project success criteria
We work with you to define practical success measures, tailored to your site. Examples could include:
Data usability: HAZOP data is structured and easily navigable by multiple teams
Cross-functional adoption: Operations, maintenance, and engineering can access and act on the data
Time savings: Reduction in effort needed to locate or review hazard information
Data quality improvements: Identification of gaps, inconsistencies, or outdated information
Risk visibility: Clearer understanding of hazard distribution across units or systems
Stakeholder feedback: Positive input on the system’s usefulness and accessibility
Lessons learned
At the end of the pilot, we capture key insights, challenges, and best practices. This helps refine processes, informs future improvements, and ensures that lessons are available for wider site or multi-site deployment.
Key Benefits of the Pilot:
Maximising the Value of Your HAZOP Data to Unlock Insight Across Your Portfolio of Sites
Participating in a HAZOP Edge pilot allows your organisation to unlock the full potential of existing HAZOP data. Rather than letting valuable insights sit in spreadsheets, PDFs, or per-seat systems, the pilot transforms that information into a structured, accessible, and collaborative platform — usable across the site and across multiple sites in your portfolio.
The outcome is practical and actionable:
Improved accessibility and usability in daily operations
Operations, maintenance, engineering, HSE, and site management teams can access the hazard data they need, when they need it. Teams can interact with the data directly, supporting day-to-day decision-making, planning, and risk mitigation.
Better understanding of risk
Structured data makes it easier to identify hazard trends and system-level risk within and across sites — giving multidisciplinary teams a clearer, more consistent basis for decision-making.
Reduced risk of incidents and operational upsets
By making hazard data visible, structured, and usable across teams, the pilot helps turn insight into action — providing the clarity needed to help prevent major accidents and improve overall process safety performance.
Cross-functional collaboration
Breaking down silos ensures hazard information is shared and acted on across disciplines, improving both operational coordination and decision-making.
Time and efficiency savings
Reduces the effort required to locate, review, or validate hazard information, freeing teams to focus on mitigation and improvement.
Foundation for multi-site deployment
The pilot creates a replicable approach for other sites, allowing lessons learned and best practices to scale.
By the end of the pilot, your HAZOP data will move from being a static record to a living resource. This enables your teams to make better-informed decisions, strengthen risk management and work more efficiently, while improving visibility of process safety risks across the organisation.
The result is a more informed, aligned organisation — better equipped to reduce the likelihood of major accidents and operational upsets that lead to disruption, cost, and lost time.
Is This Pilot Right for Your Organisation?
The HAZOP Edge pilot is designed for organisations that want to make their HAZOP data accessible, usable, and actionable across teams and sites. It’s particularly relevant if you:
Operate one or more high-hazard sites in the UK.
Have recently completed a HAZOP study or are planning one soon — this provides a clear baseline for structuring and validating your data.
You have legacy HAZOP data that are difficult to navigate or learn from
Manage multiple process areas or mini-plants within a larger site, where cross-functional collaboration can be challenging.
Want to involve a range of teams in using hazard data — operations, maintenance, engineering, HSE, environmental, and site management.
Recognise that their existing HAZOP data could be easier to access, use, or maintain
Or you want to make process safety information more accessible across your organisation
The pilot works best when there is:
A single site or process area to focus on initially, keeping the scope manageable and the benefits tangible.
Leadership support from a project champion who can coordinate stakeholders and help the pilot integrate with day-to-day operations.
This pilot is not intended for:
One-off HAZOP studies with no ongoing data management need
Situations where there isn’t capacity to engage, even at a light level
If your organisation falls into the latter category, we are happy to offer a free trial of HAZOP Edge so you can explore the software at your convenience.
Next Steps: How to Get Involved in a HAZOP Edge Pilot
If your organisation is interested in exploring how HAZOP Edge can make your process hazard data more accessible, usable, and actionable, taking part in a pilot is simple.
Here’s how to get started:
Reach out directly — via our Contact Form - or the button below to express interest.
Discuss your site and goals — we’ll talk through your organisation’s HAZOP data, teams, and what you want to achieve.
Define the pilot scope — together, we’ll select the site or process area, key stakeholders, and success measures.
Kick off the pilot — your team will have immediate access to HAZOP Edge, and we will work with your team to migrate existing HAZOP data, guided by our structured approach, while capturing insights and lessons learned.
If you are not ready for a pilot, we can still provide a free license for a limited period, so you can try HAZOP Edge for yourself. Reach out via our Contact Form - or the button above, and we will be happy to arrange trial license for you and your team.