No Shortcuts to Effective Critical Risk Management
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I recently shared a post about the idea that there are no shortcuts to building an effective critical risk management (CRM) program. The discussion that followed was fantastic with some great insights around how software and AI can help fast-track the process.
That’s a fair and valid point. There are indeed some excellent digital platforms out there that can make the work more efficient. However, based on my experience, I’ve also seen a recurring issue: some of these health and safety platforms are built on processes that aren’t as robust as they should be.
When “Critical Controls” Aren’t Really Critical
Let me give you an example.
I’ve seen off-the-shelf safety platforms that claim to identify or manage “critical controls.” The problem? Many of the so-called critical controls within those systems wouldn’t actually pass the test of being a true critical control.
A real critical control should be:
- Specific, measurable, and auditable
- Linked directly to the risk it’s designed to control
- An act, object, or system that actively prevents or mitigates the event
Too often, I find that what’s being labeled as a “critical control” is actually something else. A support activity, monitoring function, or verification step. Those things are important, but they aren’t controls in themselves.
When software defaults to calling those activities “critical controls,” it creates a false sense of confidence. The technology might look slick, but if it’s built on a weak foundation, it can undermine the integrity of your CRM program.
The Problem with Frontline “Verification” Checklists
Another example I’ve seen is critical control verification checklists that are essentially frontline worker checks.
Now, I’m a big believer in engaging the frontline but critical control verification should be focused on assessing the system that enables safe frontline work, not duplicating what the workers or supervisors are already doing.
If your verification process mirrors a Level 3 activity (like a hazard checklist, housekeeping inspection, or visible field leadership check), it’s likely you’re testing the wrong thing. The goal isn’t to tick a box. It’s to verify that the systems supporting those frontline activities are effective and sustainable.
Software Can Help But Only If the Foundation Is Sound
Don’t get me wrong I think software and AI tools can play an important role in advancing CRM. They can make it faster to gather data, visualize trends, and standardize processes.
But before you implement or rely on these tools, do your due diligence. Make sure the underlying methodology and logic within the system are sound. Otherwise, you risk embedding an ineffective process at scale.
So, as I reflect (over a glass of red wine), my message is simple:
Technology can fast-track the journey but it can’t replace rigor, validation, and a robust foundation.
Key Takeaway
Software can accelerate your critical risk management efforts but only if it’s built on a framework that’s technically sound, risk-based, and validated.
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