Daily planning conversations are a pivotal point where safety, culture, and productivity intersect, creating an unmatched opportunity to drive organizational alignment, engagement, and risk reduction. These conversations provide a real-time snapshot of how work is planned, communicated, and executed in the field, making them an invaluable source of actionable insights.

Here’s why recording these interactions matters:

1. Proactive Hazard Awareness: Daily planning conversations bring hazards to the forefront, ensuring teams anticipate and address risks before they become incidents. By encouraging open, real-time discussions about site-specific challenges, these conversations increase situational awareness and preparedness.
2. Cultural Reinforcement: These conversations serve as a daily stage for frontline leaders to demonstrate company values in action. By modeling care, respect, and accountability, leaders build trust, foster alignment, and reinforce the organization’s cultural priorities.
3. Team Engagement and Collaboration: High-quality planning conversations foster shared ownership of safety and productivity. When all team members contribute, it creates a sense of collaboration and mutual accountability that strengthens team dynamics and improves outcomes.

Recording these conversations unlocks transformative insights:

1. Unfiltered Reality: SmartTagIt captures the actual dynamics of field planning, revealing the quality of engagement, the clarity of expectations, and the alignment between leadership’s goals and frontline actions.
2. Data-Driven Improvement: Analysis of these recordings highlights opportunities to enhance planning effectiveness, improve hazard discussions, and strengthen team collaboration.
3. Real-Time Adjustments: Insights from recordings allow organizations to quickly identify gaps, share best practices, and refine processes for immediate impact.

By focusing on daily planning conversations, organizations can operationalize culture, improve safety outcomes, and drive meaningful collaboration. For a deeper dive into the value of this approach, explore our whitepaper: Conversations Are the New Currency.

Recording and analyzing these critical conversations isn’t just about compliance—it’s about creating a safer, more engaged, and more effective workforce.

We understand that being on camera may feel unfamiliar or uncomfortable, and we approach this with the utmost respect, trust, and transparency. Our priority is to create an environment where your team feels empowered to make their own decisions about participating on camera.

Here’s how we support this transition using field-proven, academically grounded best practices:

1. Respect for Individual Decisions: Participation is always the user’s choice, and we honor this with respect and clarity. No one is forced to be on camera, and we provide alternatives that allow for meaningful participation without added pressure.
2. Clear Alternatives: Teams can begin with options such as audio-only recordings or positioning cameras to capture the task or worksite instead of individuals. These alternatives help users feel in control while still benefiting from SmartTagIt’s insights.
3. Building Trust and Transparency: We help organizations create a supportive culture where the focus is on learning, collaboration, and improvement—not on perfection or critique. This trust-building approach aligns with our core philosophy of empowering users to share their expertise in a way that feels authentic and valued.
4. Simple and Structured Onboarding: Through step-by-step guidance and clear communication, we make the transition to recorded conversations approachable and manageable. By involving leadership and frontline teams in setting expectations, we address concerns early and create buy-in across all levels of the organization.
5. Recognition for Expertise: As team members see how their contributions are recognized and valued—whether through safety improvements, operational efficiencies, or peer recognition—they often feel more comfortable participating on camera.

The evidence of this approach is clear: SmartTagIt has facilitated nearly 1 million recorded conversations across over 10,000 unique users. This success is a testament to the fact that, when trust and respect are prioritized, most initial hesitations can be addressed effectively.

Our Customer Success team is here to partner with you throughout this process, ensuring your team feels supported and empowered every step of the way. By providing alternatives, control, and recognition, we help organizations build trust and unlock the full potential of their safety systems.

Absolutely. FactorLab’s methodology is deeply rooted in decades of research on safety, culture, and human behavior, aligning with the work of leading experts in these fields. By integrating their insights with advanced technology, we bridge the gap between academic theory and practical application, delivering actionable solutions for organizations.

Alignment with Leading Thinkers:

1. Dr. Amy Edmondson – Psychological Safety and Team Learning: Our focus on enhancing the quality of workplace conversations aligns with Dr. Edmondson’s research on psychological safety, which emphasizes the importance of open dialogue and trust in creating high-performing teams. SmartTagIt analyzes conversational dynamics to identify opportunities for fostering safety and collaboration, helping organizations cultivate these critical elements.
2. Dr. Todd Conklin and Dr. Sydney Dekker – Organizational Capacity and Resilience: Embracing the principles advocated by Dr. Conklin and Dr. Dekker, FactorLab focuses on building organizational capacity and resilience. SmartTagIt’s insights assist organizations in moving beyond mere compliance by developing the adaptive capacity needed to anticipate, mitigate, and recover from unexpected events and reinforce safety as an ongoing, dynamic process.
3. Dr. Sandy Pentland – Balanced Participation and High-Performing Teams: Research indicates that balanced participation in conversations leads to better outcomes. SmartTagIt analyzes team interactions to ensure equitable engagement, fostering the kind of collaboration and shared ownership that Dr. Pentland highlights as essential for high performance.
4. Dr. Michael Beer – Systemic Learning and Leadership Alignment: Our tools empower leaders with insights into cultural indicators such as trust, care, and respect—aligning with Dr. Beer’s focus on the critical role of leadership in fostering systemic learning and cultural alignment. By identifying and addressing barriers to learning, SmartTagIt helps teams build a culture of continuous improvement.
5. Dr. Matthew Hallowell – Hazard Recognition and Preventing Serious Incidents: Dr. Hallowell emphasizes the importance of daily interactions in hazard recognition. SmartTagIt operationalizes this by analyzing daily planning conversations and uncovering recurring risks, equipping teams to proactively address hazards before they escalate.

Technological Integration:

SmartTagIt leverages advanced AI and machine learning to analyze workplace conversations, detect patterns, and deliver real-time, research-backed insights. This technological approach enables organizations to operationalize cultural improvements, enhance safety outcomes, and foster team performance at scale.

Peer-Reviewed Research:

Demonstrating our commitment to bridging research and practice, FactorLab contributed to a special edition of the American Journal of Industrial Medicine (AJIM), focusing on occupational safety and health. Our peer-reviewed paper delves into the methodologies and outcomes of our approach, providing a scholarly foundation for our practical applications.

For a comprehensive exploration of the research underpinning our approach, please refer to our whitepaper: Conversations Are the New Currency. This document details how FactorLab integrates the work of leading thinkers with real-world data to create lasting organizational impact.

By aligning with the work of these renowned experts and integrating advanced technology, FactorLab offers a robust, research-driven framework that helps organizations build safer, more collaborative, and resilient teams.

At FactorLab, data security is a top priority. Our SmartTagIt platform employs advanced, industry-leading encryption protocols to protect your data both during transmission (in transit) and while it is stored (at rest).

1. Encryption: We use AES-256 encryption to secure your data, ensuring it remains safe from unauthorized access.
2. Access Controls: Robust role-based access controls ensure that only authorized users, as defined by your organization, can access or manage your information. Multi-factor authentication (MFA) adds an extra layer of security.
3. SOC 2 Type 2 Certification: We are proud to be SOC 2 Type 2 certified and compliant, meaning our processes and systems meet rigorous security, availability, and confidentiality standards to protect your data.
4. Compliance Standards: In addition to SOC 2 Type 2, we adhere to other strict privacy and security frameworks, including [specify standards, e.g., GDPR, CCPA, ISO/IEC 27001, if applicable], to ensure your data is handled with the highest level of care.
5. Secure Infrastructure: Your team’s data is stored in highly secure data centers with state-of-the-art physical and virtual protections. Regular third-party audits and penetration tests validate our security measures.
6. Anonymization: All data collected is anonymized using industry best practices, further protecting individual privacy while allowing for aggregated insights.

We continuously monitor and update our security practices to stay ahead of emerging threats, ensuring that your data is always safeguarded. With SmartTagIt, you can trust that your information is protected by robust, independently verified security standards.

FactorLab’s SmartTagIt platform is designed for seamless integration with your existing Finance, Project Management Human Resource, and Risk Management systems. We offer standard and custom REST APIs for two-way data exchange of project, site, user, and system information to ensure smooth interoperability between SmartTagIt and other platforms.

Additionally, SmartTagIt supports integration with data visualization tools like Tableau Server, providing rapid, preconfigured, and powerful data visualization capabilities. This enables you to consolidate and visualize incidents and leading metrics from all your current safety systems in one centralized location.

For organizations utilizing custom or proprietary safety management systems, FactorLab’s team offers tailored integration solutions to align with your specific workflows and operational goals, ensuring a seamless connection.

By integrating SmartTagIt with your existing systems, you can enhance data visibility and streamline safety management processes across your organization.

SmartTagIt’s AI transforms data from observations, inspections, permits, incidents, and planning conversations into actionable insights that go far beyond compliance. It highlights not just operational risks, but also cultural indicators—such as care, trust, and engagement—essential for building high-performing teams and resilient organizations. Here’s how SmartTagIt drives transformational change:

• Pinpointing High-Impact Conversations and Actions: SmartTagIt AI identifies the specific types of interactions—whether during planning sessions, inspections, or incident reviews—that most influence engagement, hazard anticipation, and safety outcomes. For example, it may reveal that discussions focusing on teamwork and proactive risk identification correlate with fewer incidents and higher engagement, providing clarity on what truly works. 
• Spotting Hidden Risks and Cultural Gaps: By analyzing data across all safety systems, the AI detects risks and inefficiencies that often go unnoticed—like unclear permits, repeated hazards, or disengaged team interactions. These insights empower leaders to address both technical and cultural vulnerabilities proactively, reducing risks and strengthening team cohesion. 
• Measuring and Improving Engagement: Engagement is a key cultural driver of high-performing teams. SmartTagIt AI identifies when engagement is slipping, such as during rushed planning conversations or incomplete inspections, and suggests practical steps to reignite meaningful dialogue. By fostering balanced participation, SmartTagIt ensures every voice is heard, creating a more collaborative and engaged workforce. 
• Tracking Cultural and Safety Progress Over Time: SmartTagIt highlights trends across all safety systems, showing how cultural indicators like trust and care evolve alongside operational metrics. For instance, it may reveal how reinforcing psychological safety during conversations leads to measurable improvements in engagement, team morale, and incident reduction. 
• Recognizing and Scaling Success: SmartTagIt AI pinpoints high-performing teams and effective practices, making it easier to recognize and share success across the organization. Conversations or processes that exemplify respect, trust, and clarity are highlighted, allowing other teams to adopt these proven strategies. 
• Future-Proofing Organizational Capacity: By delivering insights into both safety processes and cultural health, SmartTagIt equips organizations to adapt to growth, industry complexities, and emerging risks. Its ability to align operational excellence with cultural strength ensures that teams are not only safer but also more resilient and ready for the challenges ahead. 

With SmartTagIt, safety systems become more than a set of compliance tools—they become a foundation for a thriving organizational culture, where every conversation, action, and insight drives trust, collaboration, and long-term success.

No problem! SmartTagIt is designed with field conditions in mind. The app works offline, allowing your team to record and save daily planning conversations even in remote areas without an internet connection. Once a connection is available, the data automatically syncs to the system, ensuring no information is lost.

“We aren’t on-site every day, but the tools allow superintendents and foremen to gather and upload insights even when the connectivity is spotty.”
— Jamie Dabbs, Vice President, Safety, Health and Environmental at TDIndustries

SmartTagIt is designed for fast and seamless deployment, with most teams becoming fully operational in under a week—and some organizations even up and running in less than 24 hours. Our experienced Customer Success team ensures a smooth implementation, tailored to your organization’s size, industry, and specific workflows. Here’s how we make the process efficient and stress-free:

1. Step-by-Step Onboarding: From the start, we provide clear, actionable guidance, ensuring every step of the implementation is straightforward and aligned with your goals. Our team works closely with you to configure SmartTagIt to your unique needs, whether you’re integrating it with existing safety systems, or setting it up for the first time.
2. Tailored Support for Any Team: Whether you’re a small team with streamlined workflows or a large organization managing complex processes across multiple locations, we adapt the setup and training to fit your requirements. This ensures your team feels confident and ready to use SmartTagIt from day one.
3. Proven Strategies and Best Practices: We equip your team with field-tested strategies and industry best practices, helping you get the most out of the platform. Training is hands-on, practical, and designed to fit your schedule, so your team can start seeing real results immediately.
4. Scalable and Flexible Implementation: SmartTagIt’s flexibility ensures it scales seamlessly to your organization’s needs. For larger teams or those with advanced requirements, we provide additional resources and support to ensure the process remains efficient without compromising effectiveness.

With SmartTagIt, implementation is more than just a setup process—it’s the start of a partnership designed to help you succeed. You’ll be up and running quickly, often in under a week, with some organizations achieving full operational capability in less than a day, giving you the confidence and tools to immediately improve safety outcomes and operational effectiveness.

“You don’t have to be a tech person to understand it. All you really need to know is how to operate a phone.”
— Kristen Painter, Project Safety Manager at Cupertino Electric