[ SAIM Reviews ](https://www.g2.com/products/saim/reviews) [ SAIM Reviews ](https://www.g2.com/products/saim/reviews) # SAIM Features ##### ## 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 Show More ##### ## Asset Definition (4) Asset Register Create a list of all the assets owed by a company. Relationships Define relationships between various types of assets. Costs Identify the value of each asset and keep it up to date. Types Define and manage linear assets, facilities, and fixed assets Show More ##### ## Asset Tracking (5) Location Track asset locations using GIS and GPS technology. Status Monitor the status of multiple types of assets. History Maintain a history of adjustments made to assets. Multi-Location Manage and support multiple locations KPI Monitoring Tracking the status of previously identified performance measurements Show More ##### ## Inventory (3) Locations Track inventory of assets accross multiple locations. Spare Parts Manage the inventory of spare parts needed for maintenance. Valuation Calculate the value of the inventory of assets and spare parts. Show More ##### ## Maintenance (5) Inspections Plan inspections to monitor the status or equipment and fixed assets. Planning Schedule maintenance activities based on asset type, usage, and warranties. Corrective Allows users to perform corrective maintenance activities. Unplanned Ability to manage unplanned maintenance tasks. Optimization Identify opportunities to optimize asset use and maintenance operations. Show More ##### ## Field Service (12) Planning Assign human and material resources to maintance tasks. Tracking Monitor field activities such as installation, maintenance, or callibration. Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Location Tracking Identify the physical location of an individual, asset, device, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Asset Planning Manage, prioritize and plan for capital expenses IT Asset Tracking Monitor the movement of one or more IT assets throughout the organization Activity Tracking Track and document all activities across devices, networks, and other systems Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Equipment Tracking Track the location of specific equipment at all times Show More ##### ## Monitoring (3) Use Monitor asset use across multiple locations and keep history. Reliability Track asset reliability data such as downtime or idle time. Risk Identify various types of risks such as non-compliance or safety violations. Show More ##### ## Contract & Warranty (1) SLAs Comply with the service level agreements (SLAs) included in contracts. Show More ##### ## Analytics (5) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Performance Analyze performance for individual assets, by category or location. Monitoring Track the inspection process to ensure it follows procedures and complies with regulations. KPIs Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE). Nonconformace Generate nonconformance records and reports for defective products or noncompliance. Show More ##### ## Integration (3) ERP Provide integration with ERP systems CAD & PLM Provide integration with CAD and PLM software Asset Accounting Manage adding fixed assets to proposed budgets Show More ##### ## Digital Twin Creation (4) Modeling Create realistic models of physical assets. Interface Provides a functional, intuitive interface for building digital twins. Tools Has a variety of tools and features to enhance model designs. Templates Offers pre-built templates for digital twins based on accurate models of physical assets Show More ##### ## Process Simulation (4) Workflows Allows for simulation of real-life data flows and processes involving other systems Interactivity Interact with specific components within simulations. Events Simulate various potential events related to specific assets and processes. Analytics Offers data and visualizations for asset performance, output, and resource usage. Show More ##### ## Condition Monitoring (9) Predictive Inspection Perform inspections and testing while the equipment is in service Monitoring Gather data about equipments and their environmental characteristics such as temperature or humidity. Condition-Based Maintenance Define and implement maintenance schdules based on real ime data and precitive analysis. Asset Types Monitor cvarious type of assets such as equipment, facilities, or networks IoT Monitoring Use IoT to monitor assets accross multiple locations and work centers Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Show More ##### ## Detection & Identification (3) Failure Detection Perform diagnostics and compare with historical failure data Source Identification Allow users to find the sources of failure patterns and anomalies. Proactive Alerts Notify users when there is a risk of failure or malfunction Show More ##### ## Analysis & Insights (3) Root Cause Identify the root cause of equipment failures Recommendations Recommend preventive actions to to address issues before they occur. Systemic Risks Identify risks that may impact asset performance accross multiple locations. Show More ##### ## Execution (6) Sampling Identify and track material samples for inspection or re-inspection. Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Data Capture Capture inspection data including photos and video, both online and offline. Reports Generate inspection reports using the information gathered during the inspection. Ad-hoc Tasks Allow users to create ad-hoc or unplanned inspection tasks. Real-Time Data Receive data and information in real time Show More ##### ## Planning (5) Checklists Ability to create configurable forms and checklists to capture inspection information. Approvals Ability to define criteria and workflows to approve or reject inspection tasks. Scheduling Organize inspection tasks based on constraints such as inspector availability. Procedures Allow users to create procedures and workflows for multiple types of inspections. Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Show More ##### ## Agentic AI - Predictive Maintenance (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Enterprise Asset Management (EAM) (1) Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Additional Functionality (160) 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 Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Facility Management Manage the maintenance of building facilities Historical Reporting Information, data and reports that are being tracked over time Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed IT Asset Management Managing inventories and tracking changes to hardware and software configurations Mobile Access Access software remotely via mobile devices Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Work Order Management Creating, assign, and track jobs and/or tasks for work orders Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Software License Management Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Asset Categorization Organize assets into folders and subfolders or tag assets based on a custom file hierarchy Maintenance Management Manage, maintain and track the performance of assets and equipment Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Generative AI Use AI to generate content in the form of text, images, videos, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws IoT Device Management Organize, monitor, and remotely manage IoT devices Energy Management Track energy consumption and/or manage energy-saving measures. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Parts Management Track parts inventory levels and manage re-stocking Utilization Reporting Track the frequency of asset usage Inventory Management Track and manage inventory levels to maintain proper supply Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Depreciation Management Track and manage the decline in value of assets and plan for improvements Contract/License Management Track, store, and access client contracts or licenses Task Management Create, manage and track all task activities and progression Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Disposal Management Plan when and how to dispose of outdated or decommissioned assets Customizable Fields Customize data fields to support various needs and use cases Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Generative AI Use AI to generate content in the form of text, images, videos, etc. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Work Order Management Creating, assign, and track jobs and/or tasks for work orders Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Reporting Active reporting of data and metrics Customizable Forms Customize contracts and forms to collect specific information API Application programming interface that allows for integration with other systems/databases Dispatch Management Manage sending personnel and resources to a site as needed Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Report Templates Sample of reports that could be customized as needed or used as is AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Equipment Tracking Track the location of specific equipment at all times Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Subcontractor Management Track information, qualifications, and contact details of subcontractors Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Audit Trail A record of all activities within the system, including user access, changes made, etc. Failed Inspection Tracking Track and store information regarding failed inspections Document Management Store, manage, and track all electronic documents in a centralized location Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Task Management Create, manage and track all task activities and progression Data Import/Export Import and export data to and from software applications 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 Inventory Control Monitor product stock levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Risk Assessment Initiate collection and analysis of known risks Electronic Signature Digitally sign online documents Incident Management Manage and track all disruptions and incidents Code Enforcement Ensure all properties are adhering to government and legal codes Forms Management Store, manage and track all forms in a centralized location Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Work Order Management Creating, assign, and track jobs and/or tasks for work orders Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Contract/License Management Track, store, and access client contracts or licenses Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Task Scheduling Track and manage the scheduling of tasks Mobile Access Access software remotely via mobile devices Generative AI Use AI to generate content in the form of text, images, videos, etc. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Customizable Fields Customize data fields to support various needs and use cases Scheduling Plan availability and assign specific time slots for tasks and resources Customizable Forms Customize contracts and forms to collect specific information Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Audit Trail A record of all activities within the system, including user access, changes made, etc. 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 Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reminders Timed notification for any upcoming task, deadline, appointment, or activity Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Purchase Order Management Create, send, and track purchase orders and their statuses Job Management Manage and track all job information and associated tasks Document Management Store, manage, and track all electronic documents in a centralized location 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 Workflow Management Create, design and manage workflows for repetitive tasks Multi-Location Manage and support multiple locations Third-Party Integrations Set up connections to third-party platforms to improve business processes Equipment Tracking Track the location of specific equipment at all times Customizable Reports Alter the layout and content of reports Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 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the features and discover new technology terms. [View Glossary](/glossary) [Work Order Management](/glossary/work-order-management-definition) Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction. [Materials Management](/glossary/materials-management-definition) Materials management plays a valuable role in a company’s supply chain management process. 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