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CASE STUDY

Incident Management

Perrigo Strengthens Global Incident Management with ASTM-Aligned Classification and Severity-Based Safety Intelligence

Moving beyond recordable rates to improve incident data quality, severity visibility, and prevention-focused decision making

INDUSTRY
Consumer Self-Care / OTC Pharma

EMPLOYEES
10,000+

SITES
11+ Global

ASTM

E2920-26 adopted as global classification standard

2008

historical incident data reviewed and reclassified

SIF

Risk, PSIF & Actual SIF classification deployed enterprise-wide

Executive Outcome Summary

Perrigo, a global consumer self-care and over-the-counter pharmaceutical manufacturer with more than 10,000 employees across the U.S., UK, and Europe, is strengthening its incident management program by aligning injury and illness classification with ASTM E2920-26, reviewing historical incident data extending to 2008, and building a more consistent foundation for severity-based analysis and executive reporting. Working with Benchmark Gensuite as its system of record for incident management, the organization is shifting from a recordability-focused performance lens toward a more comprehensive view of serious injury and fatality risk — giving EHS leadership greater confidence that the data driving safety decisions reflects the risks that matter most.

Organization Context

Supporting Consistent Safety Governance Across a Global Consumer Healthcare Enterprise

Perrigo is a leading consumer self-care organization with more than 10,000 employees and operations spanning the United States, the United Kingdom, and Europe across 11 or more manufacturing and distribution sites. The company produces and distributes a broad portfolio of over-the-counter pharmaceutical, oral care, nutritional, and consumer wellness products.

Operating across multiple jurisdictions introduces meaningful complexity into EHS governance. While corporate reporting requirements are managed centrally from the U.S., individual facilities must also navigate country-specific regulatory expectations across the UK and Europe. That dual-reporting environment creates room for inconsistency in how incidents are evaluated, classified, and reported — limiting the organization’s ability to compare risk profiles across sites, build executive reporting that reflects a coherent enterprise picture, and direct prevention resources toward the highest-consequence risks with confidence. For Perrigo’s EHS leadership, improving classification consistency and data quality became the foundational step toward a more mature, prevention-focused safety program.

Industry Context

Recordable rates measure what already happened. Severity-based classification helps identify what could happen next — and where prevention efforts will have the greatest impact.

The Challenge

Why Recordability Alone No Longer Provides Sufficient Visibility Into Serious Risk

Like many organizations, Perrigo historically relied on recordable and reportable incident classifications as primary indicators of safety performance. Those metrics remain necessary for regulatory reporting and benchmarking — but they do not reliably distinguish between events with similar recordability outcomes that represent very different levels of organizational risk. A minor recordable and a high-potential near miss can appear identical in a recordable-rate dashboard while pointing toward dramatically different prevention priorities.

The EHS team identified several interconnected challenges that limited the organization’s ability to evaluate and compare incident severity consistently across its global operation:

Multiple reporting frameworks across regions created different interpretations of injury and illness classifications, limiting cross-site comparability and obscuring enterprise-level risk trends.
Historical records compounded the problem. Older incident data often lacked the detail needed to assess severity under a more rigorous standard — making trend analysis unreliable and leaving executive reporting dependent on data of uncertain quality. The organization’s goal was to establish the ability to consistently identify Serious Injury and Fatality (SIF) risk events, Potential SIFs, actual serious outcomes, and meaningful long-term prevention trends — a capability that required both technical and organizational change.
Just be patient with your company, because it is a total different mindset.

Tanya Moore — Corporate EHS System Analyst, Perrigo

The Partnership

Combining Digital Incident Management with Evolving Safety Classification Practices

Perrigo partnered with the Benchmark Gensuite team to redesign its incident classification and reporting framework around ASTM E2920-26 — a standard designed to bring rigor and consistency to how organizations identify, categorize, and analyze serious injury and fatality risk. The effort extended well beyond software configuration, requiring collaboration among EHS practitioners, system administrators, and operational stakeholders to determine how severity-based classifications could be implemented practically across a diverse global workforce.

A notable component of the initiative was Perrigo’s participation in a Benchmark Gensuite subscriber workgroup focused on incident management enhancements and ASTM alignment. Through that collaboration, Perrigo’s practitioners contributed direct operational experience to platform development decisions — helping ensure that classification logic, workflow design, and reporting structures remained grounded in the realities of incident investigation and multi-site reporting. That kind of co-development participation reflects a core element of the Benchmark Gensuite model, and for Perrigo, it meant that the organization’s investment in ASTM alignment was shaping capabilities with longer-term program value.

The Solution

How Perrigo Built a Structured Framework for Severity-Based Incident Classification

The modernization effort progressed through five interconnected areas. Stronger classification methodology produces better-quality data; better data enables more reliable analytics; better analytics supports the prevention-focused decisions that severity-based safety programs are designed to drive.

1

Aligning injury and illness classification to ASTM E2920-26
Perrigo reviewed and refined its incident classification structures to align injury and illness category values with ASTM definitions and severity criteria. The Benchmark Gensuite platform was configured with updated dropdown values, structured review pathways, work-relatedness evaluation logic, and severity-level determination workflows — replacing variable regional interpretations with a consistent, standard-based decision structure applicable across all global sites.

2

Introducing SIF Risk, PSIF, and Actual SIF evaluation alongside recordability tracking
Rather than relying exclusively on recordability outcomes, incident reviews were expanded to incorporate consideration of severity potential, SIF Risk classification, Potential SIF (PSIF) identification, actual serious outcomes, and exposure scenarios. This richer framework gives EHS leadership a more nuanced and actionable view of the organization’s risk profile — and creates a consistent basis for comparing severity trends across sites and reporting periods.

3

Reviewing and validating historical incident data
Recognizing that future classifications alone would not provide complete visibility, Perrigo initiated a detailed review of historical incident records, including cases at long-standing sites extending as far back as 2008. Where incident descriptions lacked sufficient detail, the team consulted workers’ compensation records, HR documentation, and available medical information to verify severity-relevant details. The process also surfaced the need for practical internal governance guidance on interpreting incomplete records consistently — which the EHS team developed to support ongoing classification reliability.

4

Improving frontline capture with AI-assisted photo and voice reporting
Benchmark Gensuite’s mobile-first photo and voice AI input capabilities were introduced to improve the completeness and accuracy of incident descriptions at the point of capture. By allowing frontline users to document events through images or voice rather than manual text entry, these tools reduce documentation burden, minimize entry errors, and produce richer initial records — strengthening the data foundation that both severity classification and AI-assisted risk analysis depend on.

5

Establishing a foundation for AI-assisted SIF risk identification Improved classification consistency and more complete incident descriptions position the organization to derive greater value from Benchmark Gensuite’s PSI AI Advisor — an AI-powered tool that analyzes incident descriptions against verified SIF scenario data to help identify serious injury and fatality risk earlier in the review process. Cleaner data entering the system means the AI advisor has higher-quality inputs to work from, improving the reliability of its risk identification outputs.

The Results

What Changed: Stronger Data Confidence, Deeper Risk Visibility, and Shifting Safety Culture

Perrigo’s program is still evolving, but the operational outcomes already emerging from the initiative reflect the value of investing in classification quality and data governance before layering on analytics and AI capabilities.

Reduced classification variability across regions through a shared ASTM-aligned severity framework

Historical data validated to 2008, giving leadership confidence in long-term trend analysis for the first time

Executive safety discussions increasingly centered on severity exposure rather than recordable counts

Patterns associated with higher-consequence risks more visible and actionable for prevention planning

Frontline incident capture improved through AI-assisted photo and voice documentation

Internal classification governance guidance established to sustain consistency as the program matures

Voice of the Customer

“Now I know I actually have good data.”

Tanya Moore — Corporate EHS System Analyst, Perrigo

Before & After

How Perrigo’s Incident Evaluation Approach Is Evolving

What Perrigo is building isn’t a single system change — it’s a fundamentally different way of understanding and responding to risk. The shift from recordability-focused reporting to severity-based analysis touches every layer of the incident management program, from how a frontline worker documents an event on a tablet to how an executive interprets safety performance. The table below captures where the organization started and where it’s headed across each of those layers.

BEFORE AFTER
Primary performance lens was recordable and reportable incident outcomes Severity potential and SIF risk evaluation guide performance conversations alongside recordability
Multiple regional interpretations of injury and illness classifications limited cross-site comparability ASTM E2920-26 framework applied consistently across all global sites through Benchmark Gensuite
Historical records varied in detail and consistency, undermining reliable trend analysis Records reviewed and validated to 2008; internal governance guidance established for ongoing classification consistency
Executive reporting centered on lagging indicators with limited severity context Severity-informed risk discussions give leaders deeper insight into where serious injury exposure is concentrating
Incident descriptions often incomplete at point of capture due to manual text entry burden AI-assisted photo and voice input improves capture completeness and reduces documentation errors at the frontline
High-potential incidents identified through manual review with no systematic AI-assisted risk flagging PSI AI Advisor analyzes incident descriptions against verified SIF scenarios to surface serious risk earlier in the review process

Lessons Learned

What Perrigo’s Experience Reveals About Severity-Based Incident Classification Programs

Perrigo’s initiative surfaces several lessons directly relevant to EHS organizations pursuing similar classification modernization and data quality improvements.

  1. Severity-based programs require cultural alignment, not just system changes
    Moving beyond recordable rates asks the organization to adopt a fundamentally different way of evaluating safety performance and risk. The technical changes are achievable in a defined timeframe; the cultural shift — helping supervisors, site teams, and leadership genuinely think in terms of severity exposure — takes longer and requires sustained communication and executive commitment.
  2. Historical data quality must be addressed before reliable trend analysis is possible
    Organizations seeking better long-term visibility may need to invest time validating and reinterpreting historical records before meaningful comparisons can be made. Retroactive review is operationally demanding, but it establishes the trustworthy foundation that longitudinal analysis and prevention strategy require.
  3. Standardized classification directly improves cross-site and cross-period comparability
    A common classification framework supports more consistent reporting across facilities, business units, and geographies — creating the basis for enterprise-level trend analysis, resource allocation decisions, and executive conversations that reflect a coherent view of organizational risk.
  4. Data governance quality determines the value of executive reporting
    The analytical and decision-making value of executive safety reporting depends directly on the quality and consistency of the underlying incident data. Governance investment is not a back-office function — it is what makes leadership reporting trustworthy and actionable.
  5. Understanding severity potential matters as much as documenting what occurred
    Prevention efforts benefit most from visibility into what could have happened, not just what did. SIF Risk and PSIF classification give organizations a mechanism to direct attention and resources toward the events most likely to produce serious outcomes, regardless of how they ultimately resolved.

Broader Industry Relevance

Why More EHS Organizations Are Moving Beyond Traditional Recordability Metrics

Perrigo’s experience reflects a shift underway across EHS programs in manufacturing, pharmaceutical, and industrial operations globally. For decades, Total Recordable Rate has served as the primary lens for safety performance — a metric that satisfies regulatory reporting requirements but that a growing body of operational evidence suggests is poorly correlated with catastrophic risk. Organizations can maintain low recordable rates while carrying significant latent exposure to serious injuries and fatalities; high-frequency minor incidents can dominate recordable-rate reporting without pointing toward the risks most likely to produce severe outcomes.

The adoption of ASTM E2920-26 and SIF prevention frameworks represents the EHS profession’s practical response to that limitation. By classifying incidents according to their severity potential — distinguishing SIF Risk events, Potential SIFs, and Actual SIFs from the broader recordable population — organizations build prevention strategies targeted at the highest-consequence risks rather than the most frequent ones. That distinction has direct implications for how safety resources are allocated, how leadership attention is directed, and how EHS programs demonstrate operational value beyond compliance metrics.

  • Greater focus on SIF and PSIF analysis as leading indicators of serious risk exposure
  • Increased emphasis on incident data governance and historical record quality
  • Growing adoption of AI-assisted risk identification tools capable of surfacing high-severity scenarios at scale
  • Expanded use of mobile and AI-enabled reporting tools to improve incident capture completeness
  • Executive reporting architectures that reflect severity exposure rather than aggregate recordable counts

It’s getting everyone away from the recordable rate and being all on one page.

Tanya Moore — Corporate EHS System Analyst, Perrigo

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ORGANIZATION

perrigo-logo
Neillsville, Wisconsin facility

Headquarters

Dublin, Ireland

Employees

10,000+

Sites

11+ globally (U.S., UK, Europe)

Industry

Consumer Self-Care / OTC Pharmaceutical

Solutions Used

Incident Management

PSI AI Advisor

TOPICS

SIF Prevention

ASTM E2920

Incident Classification

EHS Data Governance

Severity Analysis

Leading Indicators

AI Risk Identification

Executive Reporting

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