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GATEWAY SOLUTIONS & SERVICES

Divestiture PSM Transition & Implementation Services

Establish an independent Process Safety Management system before access to your former parent company's applications expires.

Gateway helps divested and newly independent facilities maintain PSM continuity, configure essential business processes, transition active records, and preserve historical safety information—without making operational readiness dependent on a massive legacy-data migration.

Discuss Your TSA Deadline

The divestiture is complete. The PSM transition clock is ticking.

For years, your facility may have relied on its parent company's applications for Management of Change (MOC), Process Hazard Analysis (PHA), Pre-Startup Safety Review (PSSR), incident investigations and corrective actions.

Those systems may still work—but a Transition Services Agreement (TSA) typically limits how long the newly independent organization can use them. The deadline can arrive before a replacement platform and historical-record strategy are ready.

PSM obligations and day-to-day safety processes do not pause during an ownership transition. The challenge is to establish independent operations while preserving the information needed for engineering decisions, compliance and audits.

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Your divestiture plan must answer:
  • When does access to the former parent's PSM systems end?
  • Which PSM processes must operate independently at cutover?
  • How will open MOCs and outstanding actions be transferred?
  • Where will historical PHAs, MOCs and technical records reside?
  • How will completeness, relationships and access be verified?
  • Can we meet the deadline without rebuilding every legacy record?
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TSA Deadlines Are Fixed

Limited access to corporate systems makes timely decisions about replacement applications, data extraction and cutover essential.

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PSM Must Continue

Changes, hazard reviews, investigations, approvals and corrective actions still need to be managed throughout the transition.

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Open Work Must Transfer

Active MOCs, action items and supporting documents need a controlled transition so work does not disappear between systems.

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History Must Remain Available

Completed records may be needed for future engineering reviews, audits, incident investigations and retention obligations.

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Migration Can Be Selective

Historical records do not always need to be reconstructed as active workflows. Vaulting and migration can serve different purposes.

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Independence Creates Opportunity

A new operating environment can reflect the facility's own roles, approval paths and priorities rather than duplicating its former parent's configuration.

A deadline-driven implementation sequence establishes the essential operating environment while a parallel information-preservation workstream protects historical records before legacy access ends.

1
Confirm
Confirm the TSA window, system access, export rights, responsibilities and critical dates.
2
Prioritize
Identify essential PSM processes, open records, users and minimum cutover requirements.
3
Assess
Inventory legacy data, attachments, links, approvals and historical retention needs.
4
Configure
Configure the replacement PSM lifecycles, responsibilities, access and approvals.
5
Validate
Test representative workflows, notifications, reports and selected data migration.
6
Prepare
Transfer active work, train users, finalize extraction and rehearse cutover.
7
Cut Over
Launch independent PSM operations with defined support and acceptance checks.
8
Preserve
Complete required historical vaulting within TSA constraints and expand capabilities in phases.
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Track 1 — Independent PSM Operations

Implement the essential applications first. Configure your existing MOC and related workflows, establish users and permissions, transfer active records, test functionality and prepare for production use.

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Track 2 — Historical Information Preservation

In parallel, inventory, extract, validate and preserve completed MOCs, historical PHAs, incident records and related documents in an appropriate, accessible repository.

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Coordinate the Two Tracks

Use shared cutover milestones and data ownership decisions, but do not make launch of the new operating system dependent on reconstructing every historical record.

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Protect Record Integrity

Preserve required metadata, revision context, approval history and document relationships, with reconciliation and acceptance criteria appropriate to the source information.

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Work Backward from the TSA Date

Identify the last dates for source access, extraction, validation, training and cutover, including dependencies on the former parent company's support.

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Expand After Stabilization

Once core processes are operating independently, add further applications, integrations, reporting and process improvements through controlled phases.

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TSA Transition Planning

Define critical milestones, former-parent dependencies, data access needs and a workable implementation sequence.

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PSM Process Alignment

Configure facility-specific MOC and related lifecycles without unnecessarily redesigning established processes during the transition.

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Focused MOC Proof of Concept

Evaluate a representative MOC lifecycle, user roles, approvals, actions and migration assumptions before committing to production scope.

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Active Record Migration

Identify, map, transfer and validate open MOCs, outstanding actions and supporting documents required after cutover.

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PSI Vaulting & Historical Records

Develop a preservation strategy for closed records and associated documents without automatically recreating them as active workflows.

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Production Readiness & Support

Validate access, notifications, reporting, training, acceptance criteria and transition support before the former platform is retired.

Ownership changes. Process safety obligations continue.

For covered facilities, transition plans should account for applicable regulatory obligations and site-specific retention, operating and governance requirements. Software supports the PSM program; it does not replace the operator's compliance responsibilities.

Start with essential processes. Build a connected PSM environment.

FACILEX® supports configurable, lifecycle-based PSM processes and relationships among business objects. Gateway can help determine which processes need to be live at cutover and which can be introduced later.

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Management of ChangeEstablish the new MOC workflow and transition open changes without interrupting approval and implementation activities.
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Process Hazard AnalysisPreserve historical hazard studies and make necessary information available for continuing risk evaluations.
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Pre-Startup Safety ReviewMaintain readiness verification, outstanding actions and startup approval processes through the ownership transition.
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PSI Vaulting & Data MigrationPreserve completed records and selectively migrate active data with documented validation and acceptance.

Independent operations now. A stronger PSM foundation for the future.

Gateway combines process safety consulting, FACILEX® configuration, implementation and information migration services to help newly independent facilities establish essential PSM capabilities under a realistic transition schedule. A focused MOC Proof of Concept can form the foundation for production implementation, subject to project scope and prerequisites.

Don't let the transition deadline dictate your PSM future.

Tell us when your existing PSM access ends, which processes must continue, and what historical information needs to be preserved. Gateway can help define a practical path to independent operations.