Epsilon3 Features
Reports (5)
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Self Service (6)
Calculated Fields
Using formulas based on existing data elements, users can create and calculate new field values.
Data Column Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Discovery
Users can drill down and explore data to discover new insights.
Search
Ability to search global data set to find and discover data.
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.
Automodeling
Tool automatically suggests data types, schemas and hierarchies.
Building Reports (4)
Data Transformation
Converts data formats of source data into the format required for the reporting system without mistakes.
Data Modeling
Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
WYSIWYG Report Design
Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
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.
CMMS Platform Features (10)
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.
Customization (4)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
Process Design
The ability to create custom workflows aligned with business objectives.
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.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Collaboration (6)
Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees.
Data Unification
Compile data from across all systems so that users can view relevant information easily.
Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
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)
Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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.
Unstructured Processes
Provides the ability to manage unstructured processes.
API Connection
Connect with existing systems via API.
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 (2)
Analysis
Analyzes both structured and unstructured data
Data Interaction
Interacts with data to prepare it for visualizations and models
Decision Making (4)
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
Planning (7)
Identify Demand
Calculate demand by consolidating data from multiple sources.
Manage Resources
Track resource availability for raw materials and production capacity.
Production Plans
Generate production plans based on demand and resource availability.
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.
Scheduling (3)
Production Schedules
Allowa supervisors to convert production plans into production schedules.
Deployment
Implement production schedules on the shop floor in multiple locations.
Monitoring
Track production schedules to identify issues and adjust accordingly.
Workflow & Automation (5)
Safety checks & inspections
Provide templates, forms and checklists to record tasks, inspections, and progress
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)
Planning
Create work plans for predefined periods such as weeks or months, and allow users to create custom periods.
Scheduling
Assign activities to workers based on availability, qualifications, and other criteria.
Collaboration
Allows employees to collaborate on tasks and ask for help from supervisors.
Analytics & Reporting (3)
Monitoring
Track the status of work activities per location, employee, or team.
KPIs
Monitor task completion, employee productivity, and other metrics.
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)
Rich Text Editor
Allows users to create guides using a rich text editor.
Drag and Drop Editor
Allows users to create guides with a drag and drop interface.
Page Templates
Provides pre-built templates for guide and allows users to create templates.
Video Tutorials
Allows users to created video-based work instructions.
Document Upload
Allows users to upload documents of user guides or documentation to be included in user guides.
Guide Tools (4)
Prerequisites
Provides a list of prerequisite tasks or tools necessary for a particular set of work instructions.
Workflows
Attaches user guides to pre-defined workflows.
Training Modules
Allows users to create cohesive training modules using work instructions.
Analytics
Gathers data on manual usage and user data.
Access Options (3)
Multi-Language Support
Supports multiple languages.
Mobile Device Support
Guides can be accessed on mobile devices like tablets and mobile phones.
Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
Task Tracking (3)
Activity Feed
Provides a live feed that updates when the status of a task has changed.
Task Schedules
Organizes tasks for different checklists into a daily, weekly, or monthly schedule
Comments
Allows users to comment on tasks or checklists.
Checklist Options (3)
Templates
Provides pre-made templates for specific types of procedures and processes.
Native Forms
Natively provides an online form builder option.
Downloadable Manuals
Allow users to download a manual or checklist as a PDF, image file, etc.
Software Availability (4)
Integrations
Integrates with other outside software.
Permissions
Allows administrators to set permissions on editing rights, specific checklists, etc.
Mobile Application
Software is available as a mobile application.
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)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Generative AI (7)
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.
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.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
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.
Production Control - Manufacturing Execution System (MES) (3)
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.
Production Monitoring - Manufacturing Execution System (MES) (3)
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.
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) (3)
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.
Agentic AI - Advanced Planning and Scheduling (APS) (1)
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Business Process Management (7)
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
Agentic AI - Manufacturing Execution System (1)
Cross-system Integration
Works across multiple software systems or databases
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.
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.



