Case Study: XI Training achieves 60% time savings with Papertrail

XI Training - Customer Case Study

XI Training, a leading UK work-at-height compliance specialist, faced a significant challenge in managing the extensive documentation for its personnel and PPE equipment. They struggled with an inefficient and onerous system that combined Microsoft Excel and Ideagen Q-Pulse, making it difficult to turn data into actionable information and hampering their critical audit processes. To address this, they implemented the Papertrail inspection, certification, and audit management platform.

The solution from Papertrail centralized all certification management into a single, cloud-based system. This provided intuitive workflows, brilliant document storage, and smarter search capabilities. The results were substantial, with Papertrail enabling an estimated 60% saving in time and effort across processes. A key example was allowing a client to instantly retrieve a forgotten medical certificate on-site, preventing project delays and demonstrating the platform's critical value in ensuring compliance and operational efficiency.

XI Training

Barry McLeod

Sales and Marketing Manager