Management Systems and Strategic Consulting

With today’s changing regulatory environment and the growing demands related to infrastructure safety, performance and reliability, organizations can benefit from a strategic partner to help navigate these increasing challenges.  Our Strategic Consulting professionals can enhance an organization’s safety culture, elevate safety performance, drive operational excellence and provide expert guidance to the energy sector.

Services

In response to growing industry expectations and regulatory guidance, including standards such as API RP 1173, ANSI Z10.0, and ISO 45001, utility operators are increasingly adopting Safety Management Systems (SMS) to strengthen operational safety and reliability. These frameworks promote a proactive, risk-based approach to managing safety, fostering a culture of continuous improvement and accountability across all levels of an organization.

ENTRUST Solutions Group brings deep, cross-sector expertise in the design, implementation, and continuous improvement of SMS programs. Our team of experienced professionals partner with electric, natural gas, and liquid pipeline operators to build and sustain robust safety systems that align with industry best practices and regulatory expectations.

Whether you are launching a new SMS initiative or enhancing an existing program, ENTRUST Solutions Group delivers the strategic insight and technical depth to help you achieve measurable safety and performance outcomes.

Comprehensive Safety Management System Development Services

ENTRUST Solutions Group provides end-to-end support for the development, implementation, and enhancement of Safety Management Systems (SMS) tailored to the needs of the organization. Our experienced team aligns SMS programs with leading industry standards such as API RP 1173, ANSI Z10.0, and ISO 45001, helping organizations build safer, more resilient operations. From initial assessments to long-term performance improvement, we guide clients through every phase of the SMS lifecycle to ensure their programs are both effective and scalable.

Our services include gap assessments, custom implementation roadmaps, and the development of robust SMS frameworks. We support the implementation of all SMS elements—such as leadership engagement, risk management, and continuous improvement—while also offering effectiveness assessments, risk integration, management of change (MOC) processes, and incident investigation support. ENTRUST delivers the tools and expertise needed to embed safety into daily operations and foster a culture of accountability and continuous improvement.

Risk Management

The Risk Management element of a Safety Management System is central to proactive safety performance, enabling organizations to identify, evaluate, and mitigate hazards before they impact operations. ENTRUST Solutions Group brings extensive experience in designing and implementing risk management programs that are practical, scalable, and aligned with both operational realities and regulatory standards across electric, natural gas, and liquid pipeline systems.

Our services include the development of formal risk procedures and registers, application of both quantitative and qualitative assessment tools, and the design of targeted mitigation strategies. We also support program effectiveness reviews and governance structures to ensure alignment with SMS standards. By integrating risk management with asset integrity programs and broader Enterprise Risk Management (ERM) frameworks, ENTRUST helps utilities manage safety, operational, and business risks through a unified, strategic approach.

Auditing and Effectiveness Assessment

Effectiveness is a cornerstone of any Safety Management System. The Safety Assurance element calls for rigorous auditing and evaluation to ensure safety programs are not only implemented but are functioning as intended and continuously improving. ENTRUST Solutions Group supports companies in assessing and enhancing the performance of their SMS and related programs through a structured, data-driven approach.

Our services include the development and execution of audit programs, effectiveness assessments of existing safety initiatives such as integrity management and operator qualification, and integration of insights from our Integrity, Data Solutions, and Operations teams. By identifying gaps and opportunities for improvement, ENTRUST helps companies strengthen safety culture, meet regulatory expectations, and drive continuous improvement across their operations.

Management of Change

A robust Management of Change (MOC) process is essential to maintaining an effective Safety Management System and built on the principles of continuous improvement and the Plan-Do-Check-Act (PDCA) cycle. MOC ensures that changes in technology, equipment, procedures, and organizational structure are systematically evaluated and safely implemented, minimizing risk and maintaining operational integrity.

ENTRUST Solutions Group helps companies design, implement, and strengthen MOC frameworks tailored to their specific needs. With our expertise, organizations can confidently manage change while reinforcing safety and compliance.

Incident Investigation and Improvement Planning

Incident investigation is a critical component of a Safety Management System, supporting the continuous improvement principles. A well-structured investigation process helps organizations identify root causes, uncover systemic issues, and implement corrective actions that prevent recurrence. This not only strengthens operational safety but also reinforces a culture of accountability and learning.

ENTRUST Solutions Group offers expert support in developing and executing incident investigation processes that align with industry standards and organizational needs. Our team assists with designing investigation protocols, facilitating root cause analysis, and documenting findings in a way that drives meaningful change. Whether responding to a specific event or enhancing your overall incident response framework, ENTRUST helps companies turn lessons learned into long-term safety improvements.

The ENTRUST Solutions Group SMS team of professionals is well rounded, with many of them having worked on the operator or owner’s side, giving them a unique perspective and ability to understand client concerns. These experts can help develop and implement a PSM program or evaluate and improve existing PSM programs for safe operations and compliance with PSM standards.

Process Hazard Analysis (PHA)

The Process Hazard Analysis (PHA) element of OSHA’s PSM standard (29 CFR 1910.119) is critical for identifying, evaluating, and controlling potential hazards associated with highly hazardous chemical processes. ENTRUST consultants can bring significant value to this process by offering industry-specific expertise, facilitating objective hazard assessments, and guiding the selection of appropriate methodologies such as HAZOP, What-If, or other methodologies, including LOPA to enhance the PHA.

By incorporating best practices—such as engaging cross-functional teams, ensuring thorough documentation, and integrating lessons learned from past incidents—ENTRUST PHA Facilitators help clients not only meet compliance requirements but also enhance overall process safety. Furthermore, ENTRUST can provide training and mentoring to build internal PHA competencies, ensuring the sustainability of the client’s PSM program and fostering a proactive safety culture.

Process Safety Information (PSI)

The Process Safety Information (PSI) element of OSHA’s PSM standard (29 CFR 1910.119) serves as the foundation for all other PSM elements by requiring accurate, complete, and accessible documentation of chemical hazards, process technology, and equipment design. ENTRUST consultants can provide substantial support by reviewing existing PSI for completeness and accuracy, identifying gaps, and ensuring it aligns with regulatory requirements and industry standards. Best practices introduced by ENTRUST may include implementing a structured PSI management system, digitizing and centralizing documentation, and integrating PSI updates into Management of Change (MOC) procedures. By doing so, ENTRUST helps the client improve data integrity, enhance process understanding among personnel, and reduce the risk of incidents due to outdated or missing information. Ultimately, this leads to stronger compliance and a more resilient process safety framework.

Compliance Auditing

The auditing element of OSHA’s PSM standard (29 CFR 1910.119) requires employers to conduct a comprehensive compliance audit at least every three years to evaluate the effectiveness of their PSM program. ENTRUST can play a critical role in this process by bringing an objective, third-party perspective and deep knowledge of regulatory requirements and industry benchmarks. Through systematic reviews, field verifications, and personnel interviews, ENTRUST can help identify deficiencies, recommend practical corrective actions, and prioritize findings based on risk. Best practices introduced may include the use of standardized audit tools, gap analyses against leading industry practices, and actionable audit reports that support continuous improvement. With ENTRUST guidance, clients not only strengthen their compliance posture but also enhance process safety performance and organizational accountability.

Management of Change

The Management of Change (MOC) element of OSHA’s PSM standard (29 CFR 1910.119) is essential for ensuring that any modifications to processes, equipment, chemicals, or procedures are evaluated for potential safety and health impacts before implementation. ENTRUST consultants can assist clients by evaluating the effectiveness of their current MOC system, identifying procedural or documentation gaps, and recommending improvements that align with regulatory expectations and industry best practices. This may include establishing clear approval workflows, integrating MOC with other PSM elements like Process Safety Information and Process Hazard Analysis, and training personnel to recognize and initiate MOCs when necessary. By implementing a robust MOC process with ENTRUST support, clients can reduce the likelihood of unforeseen hazards, maintain compliance, and promote a culture of safety and operational discipline across the organization.

Mechanical Integrity

The Mechanical Integrity (MI) element of OSHA’s PSM standard (29 CFR 1910.119) is designed to ensure that critical process equipment is properly designed, installed, maintained, and inspected to prevent failures that could lead to catastrophic releases. ENTRUST can provide valuable support by evaluating a client’s MI program for completeness, regulatory compliance, and alignment with industry standards such as API and ASME codes. By introducing best practices—such as risk-based inspection strategies, asset hierarchy development, and computerized maintenance management systems.  ENTRUST helps the client improve reliability, extend equipment life, and minimize unplanned downtime. Additionally, ENTRUST can assist in developing or refining procedures for inspections, testing, and preventive maintenance, as well as training personnel to ensure consistency and competence. This holistic approach enhances both safety and operational efficiency, while ensuring the MI program is sustainable and audit ready.

In response to evolving industry expectations and regulatory guidance, companies are increasingly implementing Quality Management Systems (QMS) to enhance operational performance, ensure compliance, and drive continuous improvement. Standards such as ISO 9001, ISO 45001, and others are being applied across utility operations to streamline processes, elevate quality, and support broader organizational goals. While these frameworks complement safety and compliance efforts, their value extends well beyond, promoting a structured, process-based approach to quality management across electric, natural gas, and liquid pipeline sectors. They help foster a culture of accountability, consistency, and customer satisfaction.

ENTRUST Solutions Group has the expertise to empower organizations in building and implementing robust QMS programs that align with both regulatory requirements and industry best practices. Our team provides comprehensive support—from initial assessments and roadmap development to full-scale implementation and performance optimization. Whether you’re launching a new QMS initiative or enhancing an existing program, ENTRUST delivers the strategic insight and technical depth needed to achieve measurable quality outcomes and long-term operational excellence.

Program Development

ENTRUST Solutions Group brings deep expertise in evaluating, developing, and implementing comprehensive Quality Management Systems (QMS) tailored to the needs of the organization. Whether building a new program or enhancing an existing one, our team provides strategic, end-to-end guidance across every phase of the QMS lifecycle. We help organizations align with industry standards, streamline operations, and embed a culture of continuous improvement that drives measurable performance.

QMS Implementation

ENTRUST Solutions Group supports companies in translating their Quality Management System (QMS) frameworks into practical, operationalized processes that drive measurable results. Our team works closely with clients to develop and implement quality control testing and monitoring protocols that ensure consistency, compliance, and performance across engineering, safety, and operational functions. These processes are tailored to align with industry standards and organizational goals, enabling companies to detect deviations early, maintain regulatory compliance, and uphold service reliability.

Training and Integration

At ENTRUST Solutions Group, we believe that a successful Quality Management System (QMS) goes beyond documented procedures—it requires a strong organizational culture that embraces quality at every level. Our team emphasizes the importance of building a learning environment where continuous improvement becomes second nature. By fostering awareness, engagement, and accountability, we help organizations embed quality principles into their daily operations.

Our QMS training and cultural integration services are designed to support both initial implementation and long-term sustainability. We develop customized training programs for onboarding, refresher courses, and role-specific instruction, ensuring that employees understand not only the “how” but also the “why” behind quality processes. Through targeted education and change management strategies, ENTRUST helps organizations cultivate a culture that supports lasting performance excellence.

Data Analysis and Performance Monitoring

ENTRUST Solutions Group brings the experience and insight needed to help utility operators develop and continuously refine their Quality Management Systems (QMS). Our team supports organizations in building performance-driven programs by establishing meaningful metrics, identifying inefficiencies, and adapting to evolving operational and regulatory demands. We go beyond compliance to help clients create systems that are agile, data-informed, and aligned with long-term quality objectives.

ENTRUST has a team of knowledgeable professionals with the breadth of experience to help identify regulatory, safety, and other asset related issues that can help inform the decision making process for the acquirer, acquiree, and other commercial stakeholders in an M&A transaction.  ENTRUST subject matter experts can review transmission and distribution pipeline assets, hazardous chemical processing, refining, and terminal facilities, power generation plants, and electrical grid components.  These specialists will evaluate available data to identify potential ‘deal-breakers’ such as significant compliance gaps and potential future liabilities.  By understanding due diligence issues quickly and confidently with ENTRUST support, clients can make informed financial decisions based on highly technical assessments.

ENTRUST has a team of experienced professionals that are well-versed in the regulatory compliance, engineering, operations and maintenance of critical pipeline infrastructure.  As a result, we are well suited to assist with integration activities that may be required after a major acquisition.  These could include:

  • Evaluation of processes and procedures to identify differences
  • Facilitation of sessions to help determine path forward for consistent processes and procedures
  • Integration and / or development of plans, procedures and engineering standards
  • Review of records and data

ENTRUST Solutions Group offers comprehensive support to utility operators navigating the complexities of rate cases and cost recovery mechanisms. Rate cases are driven by factors such as capital investment, operating expenses, cost of capital, and broader economic conditions—all of which influence a utility’s ability to earn its allowed return on equity. ENTRUST helps utilities prepare by developing strategic capital plans, prioritization models, and test-year forecasts that align with regulatory expectations. Our team understands the nuances of rate case filings, including the importance of documenting historical and projected investments, compliance-related expenses, and operational needs.

Beyond planning, ENTRUST provides end-to-end services that span asset and integrity management, system modernization, program design and estimating, data solutions, and regulatory filing support. We assist in building defensible cost tracker programs, which allow utilities to recover costs more dynamically and with reduced financial risk. Our expertise in program evaluation, project management, construction oversight, and compliance tracking ensures that utilities are well-positioned to justify their investments and meet evolving regulatory standards. Whether preparing for a traditional rate case or a forward-looking cost tracker, ENTRUST delivers the insight, tools, and execution needed to support successful outcomes.

ENTRUST Solutions Group partners with organizations to develop and implement structured, data-driven capital planning and prioritization processes that align with regulatory expectations and internal strategic goals. Our approach integrates stakeholder feedback, risk management results, system planning priorities, and compliance requirements to ensure that capital investments are justified, transparent, and defensible. We help utilities build comprehensive decision-making frameworks that incorporate risk reduction modeling, comparative analysis, and criteria-based scoring—allowing clients to evaluate and rank projects based on safety impact, cost efficiency, regulatory alignment, and operational value.

Our services span the full lifecycle of capital planning, from initial strategy development and prioritization modeling to stakeholder engagement, business case preparation, and regulatory filing support. We assist clients in optimizing planning cycles, improving cross-functional communication, and integrating both capital and O&M alternatives into investment decisions. By leveraging insights from integrity management programs and applying advanced decision models, ENTRUST enables organizations to make informed, balanced choices that reduce risk, enhance system reliability, and support long-term infrastructure goals.

ENTRUST Solutions Group provides organizations with comprehensive support in designing and implementing engineering management processes that enhance project execution, governance, and operational performance. Our services span the full lifecycle of capital project management—from initiation and planning through execution, monitoring, and closeout. We help clients establish structured workflows, define roles and responsibilities, and integrate tools and templates that support consistent project delivery. By aligning engineering processes with corporate planning cycles and capital budgeting strategies, we ensure that projects are scoped, prioritized, and resourced effectively to meet both regulatory and business objectives.

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