How GE Vernova Uses Case IQ to Improve its Speak Up Culture

Organization Overview

GE Vernova, the electrical generation equipment and services business spun off from General Electric in April 2024, faced a critical challenge: transitioning from an aging, in-house case management system to a more modern and robust solution. Ryan Dale, Global Deputy Ombuds Leader, and Michelle Ginart, Global Ombuds Leader, led the search for a platform that could better support their integrity and open reporting programs. Their journey culminated in adopting Case IQ, which transformed how they handled reporting, investigations, and analytics.

The Need for a Modern Case Management Platform

According to Ryan, two primary drivers necessitated a new solution:

1. Structural transition: The spin-off from General Electric meant the company could no longer rely on GE’s legacy case management systems.
2. Functional limitations: The previous in-house developed system, built over two decades, suffered from significant drawbacks:
   1. Cumbersome development cycles
   2. Limited flexibility for updates or changes
   3. Reliance on external tools for data reporting and analytics

“Because it’s in-house and because there’s a development team behind it, all of the development cycle pain points come to fruition,” says Ryan of the legacy system. “If we wanted to make a change, we had to go through the whole . . . development cycle.

”Ryan also emphasized the importance of creating a streamlined and accessible reporting process to foster a culture of integrity and trust. “In the past, we only had a phone number that you could call and just leave a voicemail. You couldn’t talk to anyone,” he explains. “We didn’t have the option of the local numbers in country, dedicated phone lines with a human answering the phone call, even potentially in the same local language. So that was . . . a big selling point.”

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Why Case IQ?

The decision to implement Case IQ was driven by its ability to meet three critical requirements:

1. Robust Case Management: Case IQ offered a highly configurable and user-friendly platform that:

1. 1. Required no advanced IT expertise to make functional changes
   2. Provided a SaaS-based, cloud solution, eliminating the need for database management
   3. Allowed users to focus on value-added tasks rather than technical administration
2. Hotline Functionality: Previously, GE Vernova relied on voicemail-only phone numbers with limited geographic and linguistic accessibility. Case IQ introduced:
   1. Dedicated, local phone lines with live operators
   2. Multilingual support, providing comfort and accessibility to a global workforce
   3. A web portal for submitting concerns, now translated into multiple languages
3. Advanced Reporting and Analytics: The integration of Yellowfin, Case IQ’s third-party reporting platform, was a game-changer because it:
   1. Enabled real-time analytics and automated reporting schedules
   2. Allowed users to configure reports and dashboards without relying on IT teams
   3. Supported broader compliance initiatives, including risk analysis and proactive decision-making

“We thought the platform was user friendly and modern,” Ryan says of the buying process. When evaluating potential case management tools, he says his team’s “consistent feedback on the Case IQ platform was that it looks “usable” and “nice.”Case IQ’s advanced reporting capabilities through the Yellowfin tool also impressed the team.