Epsilon3 Features
Reports (14)
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Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
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Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
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Graphs and Charts
Offers a variety of attractive graph and chart formats.
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Score Cards
Score cards visually track KPI's.
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Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Customizable Reports
Alter the layout and content of reports
Marketing Reports
Reports specific to marketing and associated campaigns
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Interactive Reports
Edit and personalize data view as needed
Customizable Reports
Alter the layout and content of reports
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Dashboard
Alter the layout and content of dashboards
Self Service (10)
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Calculated Fields
Using formulas based on existing data elements, users can create and calculate new field values.
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Data Column Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
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Data Discovery
Users can drill down and explore data to discover new insights.
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Search
Ability to search global data set to find and discover data.
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Collaboration / Workflow
Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
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Automodeling
Tool automatically suggests data types, schemas and hierarchies.
Natural Language Search
Ability to interact with the application using human languages such as English
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Data Blending
Merge data from multiple sources to a single data set
Data Blending
Merge data from multiple sources to a single data set
Building Reports (8)
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Data Transformation
Converts data formats of source data into the format required for the reporting system without mistakes.
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Data Modeling
Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
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WYSIWYG Report Design
Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Real-Time Data
Receive data and information in real time
Real-Time Data
Receive data and information in real time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
CMMS Platform Features (34)
Work Order Management
Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows.
Preventative Maintenance (PM)
Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances.
Predictive Maintenance (PdM)
Monitor enterprise equipment and assets with either built-in data analysis tools or integrated third-party applications to streamline preventative maintenance efforts.
Materials Management
Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.
Equipment Breakdown Reports
Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.
Approval Management
Create approval workflows to streamline the approval of work order or material purchase requests.
Task Templates
Maintain re-usable task templates for preventative and unscheduled work orders. Organize these templates into task libraries that are easily accessible and can be cloned or edited as needed.
Compliance Auditing
Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications.
Vendor Management
Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance within the system.
Reporting & Dashboards
Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more.
Task Management
Create, manage and track all task activities and progression
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Document Management
Store, manage, and track all electronic documents in a centralized location
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Technician Management
Oversee technicians and track their assigned work orders
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Calibration Management
Schedule the calibration of instrumentation and maintenance requirements
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Inventory Management
Track and manage inventory levels to maintain proper supply
Key & Lock Management
Establish procedures for monitoring locations of keys
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Job Management
Manage and track all job information and associated tasks
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Customizable Reports
Alter the layout and content of reports
For Mechanical Equipment
Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Dispatch Management
Manage sending personnel and resources to a site as needed
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contact Management
Manage, organize, and store contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Historical Reporting
Information, data and reports that are being tracked over time
Customization (5)
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Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Collaboration (8)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Distributed use
Allows more than one developer or systems engineer to work on the same model
Stakeholder collaboration
Allows users outside of your company to view and collaborate on projects
Process Management (5)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
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Unstructured Processes
Provides the ability to manage unstructured processes.
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API Connection
Connect with existing systems via API.
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Document Approval
Streamline and simplify document approval processes.
Statistical Tool (3)
Scripting
Supports a variety of scripting environments
Data Mining
Mines data from databases and prepares data for analysis
Algorithms
Applies statistical algorithms to selected data
Data Analysis (4)
Analysis
Analyzes both structured and unstructured data
Data Interaction
Interacts with data to prepare it for visualizations and models
Time Series Analysis
Series of data points indexed in time order
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Decision Making (5)
Modeling
Offers modeling capabilities
Data Visualizations
Creates data visualizations or graphs
Report Generation
Generates reports of data performance
Data Unification
Unifies information on a singular platform
Customizable Reports
Alter the layout and content of reports
Planning (8)
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Identify Demand
Calculate demand by consolidating data from multiple sources.
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Manage Resources
Track resource availability for raw materials and production capacity.
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Production Plans
Generate production plans based on demand and resource availability.
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Optimization
Ability to improve production plans using historical data.
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Real-Time Data
Receive data and information in real time
Scheduling (5)
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Production Schedules
Allowa supervisors to convert production plans into production schedules.
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Deployment
Implement production schedules on the shop floor in multiple locations.
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KPI Monitoring
Tracking the status of previously identified performance measurements
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Workflow & Automation (5)
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Safety checks & inspections
Provide templates, forms and checklists to record tasks, inspections, and progress
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Customizable Workflows
Allow users to configure workflows that predicts issues and alerts teams in real-time
Dynamic SOP Promotion
Trigger dynamic distribution or reinforcement of SOPs when deviations or defects occur.
Nonconformance Event Management
Enable tracking and detection of nonconforming events and suggest corrective actions.
Safety & Incident Logging / Compliance Reporting
Log safety/quality incidents and generate compliance reports.
Execution (3)
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Planning
Create work plans for predefined periods such as weeks or months, and allow users to create custom periods.
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Scheduling
Assign activities to workers based on availability, qualifications, and other criteria.
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Collaboration
Allows employees to collaborate on tasks and ask for help from supervisors.
Analytics & Reporting (3)
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Monitoring
Track the status of work activities per location, employee, or team.
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KPIs
Monitor task completion, employee productivity, and other metrics.
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Customizable Analytics / BI Integration
Allow users to build custom dashboards or connect to BI tools
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Guide Options (5)
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Rich Text Editor
Allows users to create guides using a rich text editor.
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Drag and Drop Editor
Allows users to create guides with a drag and drop interface.
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Page Templates
Provides pre-built templates for guide and allows users to create templates.
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Video Tutorials
Allows users to created video-based work instructions.
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Document Upload
Allows users to upload documents of user guides or documentation to be included in user guides.
Guide Tools (4)
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Prerequisites
Provides a list of prerequisite tasks or tools necessary for a particular set of work instructions.
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Workflows
Attaches user guides to pre-defined workflows.
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Training Modules
Allows users to create cohesive training modules using work instructions.
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Analytics
Gathers data on manual usage and user data.
Access Options (4)
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Multi-Language Support
Supports multiple languages.
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Mobile Device Support
Guides can be accessed on mobile devices like tablets and mobile phones.
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Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Task Tracking (3)
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Activity Feed
Provides a live feed that updates when the status of a task has changed.
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Task Schedules
Organizes tasks for different checklists into a daily, weekly, or monthly schedule
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Comments
Allows users to comment on tasks or checklists.
Checklist Options (3)
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Templates
Provides pre-made templates for specific types of procedures and processes.
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Native Forms
Natively provides an online form builder option.
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Downloadable Manuals
Allow users to download a manual or checklist as a PDF, image file, etc.
Software Availability (4)
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Integrations
Integrates with other outside software.
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Permissions
Allows administrators to set permissions on editing rights, specific checklists, etc.
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Mobile Application
Software is available as a mobile application.
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Desktop Application
Software is available either in-browser or as a downloadable software application.
Systems Modeling (5)
Systems Modeling Language (SysML)
Allows users to model using systems modeling language (SysML)
Unified Modeling Language (UML)
Allows users to model using systems using the Unified Modeling Language (UML)
Model Based testing
Allows users to simulate and test system models
Graphical programming
Provides users with graphical pogramming features for systems modeling
Drag and Drop
Provides drag and drop modeling features
Requirements (3)
Requirements traceablity
Allows users to link requirements to design elements and test cases to help ensure coverage and assess impact of change.
Requirements analysis
Allows users to analyze requirements in order to maintain design consistency
Requirements priortization
Allows users to prioritize some requirements over others
Debugging (2)
Automatic error list
Provides users an error list to indicate which files have errors
Breakpoints
Allows users to identify failure points in design systems engineering
Process Development (1)
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Generative AI (9)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
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AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Production Control - Manufacturing Execution System (MES) (5)
Scheduling
Generate production schedules based on demand and inventory availability
Dispatching
Create work orders and dispatch them based on availability of personnel and work stations.
Execution
Deploy work orders on the shop floor to personnel and equipment.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Production Monitoring - Manufacturing Execution System (MES) (5)
Materials Movement
Track the movement of raw materials and components between the warehouse and the shop floor.
Quality Control
Implement quality control checks to comply with industry standards and regulations.
Operations Traceability
Monitor work orders execution to identify non conformity with scheduling.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Bills of Material
Material list of manufacturing parts and associated costs
Data Collection and Analysis - Manufacturing Execution System (MES) (4)
Performance Analysis
Analyze production operations to identify bottlenecks and opportunities for improvement.
Machine and equipment
Allow for bidirectional data transfers between the software and industrial equipment.
Document Control
Manage documents related to production and quality such as engineering drawings.
Collect Manufacturing Data
Gather manufacturing data from multiple sources (software, equipment, and sensors).
Integration - Manufacturing Execution System (MES) (3)
Machine and equipment
Allow for bidirectional data transfers between the software and industrial equipment.
Manufacturing Software
Integrate with other manufacturing solutions such as ERP, quality management and asset management.
Internet of Things (IoT)
Synchronize manufacturing data with IoT networks and devices.
Artificial Intelligence - Manufacturing Execution System (MES) (4)
Predictive Analytics
Use machine learning to predict production output or equipment downtime.
Real-time Monitoring
Identify deviations from optimal performance and recommend corrective actions in real-time.
Adaptive Planning
Generate intelligent production plans that can adapt to changes in real time.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Agentic AI - Advanced Planning and Scheduling (APS) (1)
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Business Process Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Manufacturing Execution System (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Enterprise Management (5)
Cross & Multi‑Site Governance
Allow centralized enforcement of corporate standards, while supporting site‑specific variations.
Site Reporting and Analytics
Report metrics at both individual site and consolidated enterprise levels.
Cross‑Site Collaboration & Communication
Provide channels for idea sharing, communications and collaboration across different sites and facilities.
Multi-Device Scalability
Provide enterprise-wide support across smartphones, tablets, and wearable devices.
Role-Based Access Control (RBAC)
Provide enterprise-grade role/permission management for different user groups.
Agentic AI (3)
Actions & Autonomous Execution
Capable of autonomously perform or propose task actions on behalf of users.
Real‑Time Translation & Transcription
Support live transcription/translation of video/audio and contextual AI support.
Predictive & Prescriptive AI
Use AI models to predict anomalies, prescribe corrective actions, or suggest best next steps.
Knowledge Capture (4)
Frontline Knowledge Capture & Sharing
Allow frontline workers capture ideas, best practices, videos, and distribute them.
Content Versioning & SOP Updates
Track changes to work instructions and notify relevant users of updates or revisions.
Embedded Microlearning
Offer contextual training modules or tips that appear during task execution to reinforce skills.
Offline Knowledge Access
Ensure workers can access SOPs/training offline on mobile/wearables.
Data & Integration (2)
Open API & Extensibility
Provide open APIs and SDKs for developers to extend platform capabilities.
ERP / MES / EAM Integration
Synchronize tasks, assets, and other data with enterprise systems such as ERP, MES, or EAM.
Additional Functionality (327)
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Branding
Add customized logos and colors to align with company branding
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Content Library
Centralized repository to store content and assets
Workflow Management
Create, design and manage workflows for repetitive tasks
Text Editing
Edit text as needed
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Activity Tracking
Track and document all activities across devices, networks, and other systems
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
API
Application programming interface that allows for integration with other systems/databases
Live Chat
Ability to chat online in real time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Commenting/Notes
Leave comments and notes on documents for others to view
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Document Management
Store, manage, and track all electronic documents in a centralized location
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Mobile Reporting
Access reports on mobile devices
Data Mapping
Track the management and flow of data throughout the organization
Multiple Data Sources
Allows users to manage data from a number of sources
Forecasting
Form predictions based on past and present data/trends
Customizable Branding
Add customized logos and colors to align with company branding
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Analytics
Analyze and gain insights into data in real-time
Workflow Management
Create, design and manage workflows for repetitive tasks
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Ad hoc Query
One-off queries made on an as-needed basis
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Application Development
Build unique software tools based on your specific requirements
Real-Time Reporting
Active reporting of data and metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Geographic Maps
Visualize locations on a map
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Self-service Analytics
Generate reports on your own without IT involvement
Ad hoc Analysis
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Integration into Third Party Applications
Embed/link applications into third party software so it can be accessed within a third party system
Ad hoc Reporting
Generate one-off reports that meet information requirements
Visual Workflow Management
Create, design, and visually represent processes within the software
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Single Sign On
Allow users to access multiple services after entering their login credentials once
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Predictive Analytics
Predict future data based on historical data sets
Data Visualization
Graphical representation of data
Data Connectors
Connect to big data sources
Benchmarking
Compare key metrics for the business against prominent players in the industry
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Streaming Analytics
Monitor and visualize trends across live data streams
Mobile Access
Access software remotely via mobile devices
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Dashboard Creation
Creation and customization of dashboards
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Scheduling
Plan availability and assign specific time slots for tasks and resources
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Real-Time Data
Receive data and information in real time
Task Scheduling
Track and manage the scheduling of tasks
API
Application programming interface that allows for integration with other systems/databases
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Service History
Track work performed and resources used for past customers, sites, or assets
Equipment Tracking
Track the location of specific equipment at all times
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Document Storage
Store and organize documents in a centralized system
Multi-Location
Manage and support multiple locations
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Fields
Customize data fields to support various needs and use cases
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Inventory Control
Monitor product stock levels
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Budgeting/Forecasting
Create budgets based on historical data and future projections
AI Summarization
Uses AI to condense large amounts of text, audio, or video data into a coherent form
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Resource Allocation
Assign available resources to various projects and tasks
Downtime Tracking
Track unplanned equipment or network failures
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Real-Time Monitoring
Active monitoring of systems, applications, or networks
KPI Monitoring
Tracking the status of previously identified performance measurements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Task Management
Create, manage and track all task activities and progression
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Manufacturers
Intended to be used by manufacturers
Real-Time Reporting
Active reporting of data and metrics
Mobile Access
Access software remotely via mobile devices
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Historical Database
Archive of job costs for similar projects
Inventory Control
Monitor product stock levels
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Predictive Analytics
Predict future data based on historical data sets
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Skills Tracking
Track employee skills, competencies, training & qualifications
Utilization Reporting
Track the frequency of asset usage
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
API
Application programming interface that allows for integration with other systems/databases
Project Planning
Organize and schedule projects
Assignment Management
Assign issues and tasks based on availability or required skills
Customizable Fields
Customize data fields to support various needs and use cases
Multiple Projects
Ability to handle several projects simultaneously
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Resource Request
Approve or reject incoming requests for resources based on need and user permissions
Data Import/Export
Import and export data to and from software applications
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Updates
Receive system updates as soon as any changes are made
Project Templates
Pre-designed project plans that can be customized
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Bills of Material
Material list of manufacturing parts and associated costs
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Task Management
Create, manage and track all task activities and progression
Process Control
Monitor and manage manufacturing and production processes.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Color Codes/Icons
A way to visually represent data where different categories of items are marked with different colors
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Packaging
License bundling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Demand Forecasting
Forecast customer demand using historical insights and simulations
Gantt Chart
Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Production Scheduling
Plan and schedule the use of production resources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Raw Material Tracking
Track the availability of raw materials in the production lifecycle
Capacity Planning
Determine and plan production capacity based on changing demands
Traceability
Track and document the history, application, or location of an item or activity
Order Management
Manage and track customer orders for goods, investments, or any other purchases
ERP integration
Integrate with existing ERP systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Management
Track and manage inventory levels to maintain proper supply
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Mobile Access
Access software remotely via mobile devices
Quotes/Estimates
Generate quotes or estimates for customers
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Change Management
Track and monitor efficient handling of all changes/transitions
Scheduling
Plan availability and assign specific time slots for tasks and resources
Status Tracking
Track the status over time for a request, process, asset, or transaction
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Document Management
Store, manage, and track all electronic documents in a centralized location
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
What-if Analysis
Provides varying estimates based on different scenarios
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Visualization
Graphical representation of data
Supplier Management
Manage all supplier data and operations
Production Management
Manage the end-to-end production process for manufacturing operations
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Quotes/Estimates
Generate quotes or estimates for customers
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Resource Allocation
Assign available resources to various projects and tasks
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Built-in Accounting
Accounting functionality within the system, not requiring integration with third-party tools
Supplier Management
Manage all supplier data and operations
Purchase Order Management
Create, send, and track purchase orders and their statuses
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Product Information Management
Import product information from third party sites or create your own, adjust descriptions and make other changes as required
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Supply Chain Management
Manage the planning and execution of supply chain activities
Shipping Management
Manage and track orders being shipped to customers
Task Management
Create, manage and track all task activities and progression
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Data Collection
Process of gathering, measuring, and analyzing accurate data
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Forecasting
Form predictions based on past and present data/trends
Estimating
Estimate expected cost based on various factors before a project begins
API
Application programming interface that allows for integration with other systems/databases
Inventory Management
Track and manage inventory levels to maintain proper supply
Production Management
Manage the end-to-end production process for manufacturing operations
Warehouse Management
Manage and track operations and inventory within warehouses
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Demand Forecasting
Forecast customer demand using historical insights and simulations
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Healthcare
Software designed for the healthcare industry
Forecasting
Form predictions based on past and present data/trends
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multiple Data Sources
Allows users to manage data from a number of sources
For Retail
For Retail Stores
For Education
Used for educational purposes
Data Discovery
Discover and connect variety of data sources to the application for analysis
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Business Rules Management
Define and maintain business rules that determine workflow capabilities and criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Natural Language Processing
Process and analyze human language in text or audio form
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Data Clustering
Clustering or grouping objects based on data similarities
API
Application programming interface that allows for integration with other systems/databases
Data Blending
Merge data from multiple sources to a single data set
Data Classification
Grouping log entries based on similar attributes.
Workflow Management
Create, design and manage workflows for repetitive tasks
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Materials management plays a valuable role in a company’s supply chain management process. Learn more about materials management, how it can benefit production flow, and how to implement it in an inventory structure.
Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.


