Introduction
For many organizations, the Safety Management System (SMS) still relies on a simple, familiar… and terribly limited tool: Excel.
Incidents are recorded there, corrective actions are tracked, sometimes a follow-up column is added. And over time, that file becomes increasingly complex, fragile, and hard to maintain.
The Spreadsheet as a "System": A Default Choice
Using Excel (or Google Sheets) may seem like a practical solution at first:
- Easy to customize.
- Accessible to everyone.
- No extra costs.
But this apparent flexibility actually hides serious limitations that hinder safety, consistency, and collaboration.
The Flaws of Using a Spreadsheet for SMS
Here’s what our clients tell us all the time:
“We waste a crazy amount of time doing follow-ups manually.”
“Sometimes we forget to follow up with people.”
“It’s hard to see where we’re at with all these reports.”
All these frustrations come down to the same reality: the spreadsheet doesn’t do anything on its own.

No automation
- No reminders when an action is overdue
- No automatic notifications to involved parties
- No logic or adaptability based on report severity
No long term visibility
- Hard to track report progress
- Impossible to generate a clear timeline
- Everything depends on filters and manual sorting
Hard to involve the right people
- Who needs to be informed?
- Who’s responsible for what?
- Who received the info? No automatic trace
A System That Follows Up for You — Not the Other Way Around
Imagine a tool that:
- Automatically identifies the people involved in a report
- Sends information requests and follow-up reminders with no manual effort
- Adjusts the follow-up level based on the severity of the report
- Generates a clear timeline for each event
- Centralizes all actions in a simple, seamless interface
That’s exactly what we’re aiming for with our upcoming SMS software. Thanks to integration with Nabu Pro, it will be possible to:
- Link a corrective action to mandatory training in Nabu Pro
- Automatically track who completed the training related to a report
- Keep all incident-related data in one connected ecosystem
Recognize yourself in this situation?
Write to us to learn more about our upcoming SMS module — built for those who are tired of managing safety… in a spreadsheet.
