OESuite® Software

OESuite® Full Overview

OESuite® Overview

One System Interface.

One Source of Truth.

One Unified Outcome.

OESuite® is a proven web-based enterprise software platform delivered in the cloud or on-premises that is purpose built to help organizations achieve Operational Excellence (OE). With nearly 40 Modules and Mobile Applications that can be combined to address all areas of workforce, assets, operations, compliance, and risk, you can start anywhere and take advantage of our Frameworks & Solutions to transform your organization.

The unique interoperability of the OESuite® Modules ensures that data from multiple and sometimes divergent sources are harnessed in new and innovative ways. All of the action items, tasks, and scheduling roll up to a single system with a compliance calendar, dashboards, and email escalations to ensure that things are proactively addressed.

OESuite® Frameworks & Solutions

Why does Operational Sustainability® address critical areas as frameworks? In complex systems, every moving part affects something else. The only way to holistically see and understand the cumulative effect of those interactions in near real time is through a framework of interoperable modules with mobile capabilities. Decisions can only move as fast as the data that supports them, and waiting days or even hours for reporting on production, activities, threats or outcomes puts companies at a clear disadvantage. With a comprehensive platform that multiplies value as you add modules in each framework, every investment helps organizations achieve new aspects of Operational Excellence.

  1. EHS Compliance Framework
  2. APM Framework
  3. Operations & Production Framework
  4. Process Safety Framework
  5. Workforce Framework
  6. Capital Projects Solution
  7. Contractor Safety Management Solution
  8. Failure Elimination Solution
  9. PSI Solution
  10. Mechanical Integrity Solution
  11. Safety Lifecycle Solution
  12. ESG Solution
  13. Quality Management Solution

Clear actions and tasks.

Clear insights.

Clear ROI.

It sounds too good to be true, but with OESuite® from Operational Sustainability® it is possible. OESuite® can integrate data from multiple systems including SAP®, IBM® Maximo®, OpenText™ Documentum™, Aveva PI (formerly OSI PI), Aspen InfoPlus.21®, and others with the real or near real-time data generated by your people and your assets into a single pane of glass.

OESuite® helps users measure risk, make risk informed decisions, and drive efficient execution in a single, seamlessly interoperable platform.

Initiate • Evaluate • Coordinate • Manage • Monitor • Optimize • Collaborate

Easily schedule items, with related information all in one place.

OESuite® Scheduler

Easily implement procedures and manage work.

Operator Rounds Portal

Easily monitor and optimize for various operating scenarios.

Asset Health Dashboard

OESuite® Connectors & Integrations

OESuite® has a set of pre-built connectors to enable integration with key plant systems by leveraging our powerful application programming interface (API). The outcome is single or bi-directional, real time and asynchronous communication to and from OESuite®.
Connector icon graphic

Enterprise Loss Prevention

Built on our unique premise of Enterprise Loss Prevention, all OESuite® Modules and Mobile Applications focus on delivering insight at the speed of data. What does that mean for your organization?

  • Enhanced compliance assurance
  • Comprehensive operational risk management
  • Improved asset performance
  • More resilient supply chain
  • Production efficiency and optimization
  • Greater operational discipline
  • Implementing a connected workforce
  • Improved workforce competency
  • Continuous improvement
  • Operational excellence

Operational Excellence Platform

OESuite® Mobile Applications

OESuite® provides a comprehensive enterprise mobile application management platform with all the features you need. Your team gets access to field data gathering, first report of incident, remote computer based training, work management, operator rounds, visual inspections, and more.

oesuite mixed devices
With OESuite®, we give you true visibility through a rich, enterprise level software solution, delivering powerful insights into your operational data and empowering your entire organization to make smarter, faster, risk-informed decisions at the point of need.

OESuite® Implementation and Optimization

Our robust implementation approach is designed to focus on People, Plant, Process, and Technology (P3T) and provides a fully integrated solution. Our project management organization use pilot projects to build consensus, overcome natural resistance to change, and gain first-hand knowledge of your organization. We follow our detailed project management methodology or can leverage your project approach to maximize project success.

Solution Optimization:
Once you complete your OESuite® implementation, we work tirelessly with you post deployment to ensure that your users: get the support they need including making changes to your configuration and creation of reports, dashboards and portals. We can help you identify areas of greatest opportunity for improvement and maximum return on investment (ROI).

OESuite® Business Benefits

Companies who achieve Intelligent Operations can achieve new levels of performance, leading to optimal profitability and top quartile performance. Additional business benefits include:
Overall Benefits graphic

OESuite® Mobile Applications


Technical Content

OESuite® Integrations / Connectors

Webinars, Workshops, Tradeshows, and Training


For Industry


Ad Hoc Reporting

The OESuite® ad-hoc reporting tools help build reports without the need for IT skills or coding. Users can select the fields from the data models and generate the outputs in a matter of minutes, then make reports private or shareable with their stakeholders and subscribe to the outputs.


As data set grows over the years, users can archive their data with OESuite® to reduce the storage demands, increase performance, or remove historical data after the retention period. The archiving will still be available for reference in the future or restored.

Asset Registry / Navigation

The OESuite® Asset Registry is the central hub for all the equipment information. From equipment properties to all related activities (e.g., Work History, Management of Change, Root Cause Analysis, Operator Rounds) to the basis for compliance, OESuite® aggregates this information under the registry.

Audit Trail

Never worry about who edited, overwrote, or changed a record. OESuite® has all that covered – down to who, when, and what was modified in OESuite by the users on a specific record. The Audit Trail search will allow users to query the system as part of their investigation.

Bow Tie / Swiss Cheese Analysis

Need to analyze Major Accident Hazard (MAH) risks? OESuite® will help users to ensure their safeguards are adequate and can visualize their data as a Bow Tie or Swiss Cheese.

Calculation Engine

The OESuite® calculation engine enables users to produce complex calculations, including variables stored in the system and sub-equations. Whether users have a simple algorithm or a complex calculation (e.g., Title V permitting, Risk Based Inspections, Calculated Tag, etc.), OESuite® can cover their needs.

Coordination Compliance

Schedule compliance activities in a single calendar to coordinate activities in your facility. Drill into discrete tasks to close them out as they tie back to the applicable modules enabled through the OESuite® interoperable framework.

Configurable Notifications

Configure and schedule email escalations within any module and workflow step. Never worry about missing a deadline or having to remind someone of an impending due date.

Damage Mechanisms

OESuite® allows users to catalog Damage Mechanisms based on the Corrosion Loop or Component. New damage mechanisms can be detected as they are introduced automatically based on the fluid content, the material of construction, and operating conditions.

Data Export / Import

OESuite® bulk upload templates allow users to import data, making it easier to initialize their software solutions. Data can also be exported in several formats to make it easier to structure reports.

Document Links / Attachments

Files can be linked or attached in any native format for viewing and redlining. Users can also load multiple files at the same time in the OESuite® Document Management module and link back to individual records with the correct version.

Form Builder

The OESuite® form builder allows users to drag-and-drop to build forms using its object-based pallet of controls. Add a drop-down, radio button, date field, calculation, text box, and more in seconds with no coding required.

Integration / Connectors

Leverage OESuite® connectors to facilitate data transactions (pull and push) with systems such as SAP, Maximo, Active Directory, and more that will be more sustainable in years to come. Depending on the connectors, OESuite® can support web services, flat files, and direct connection to the systems.

Multi-Lingual / International Formatting

OESuite® supports up to 192 cultures (i.e., language, date format, number format, and units of measure) within its framework that will allow users to change them according to their preference.

KPI Manager

Users can create KPI dashboards using available web parts / charts and filter by location and date range. Use the security layer to limit access to a selected group of users. Add in notifications triggered upon exceedances of limits on data sets.

Material Library

Store your materials in the OESuite® library including spares, chemicals, and consumables. Track pollutants as materials, material types, material categories, physical properties, SDS information, compositions, and thresholds.

Mobile Applications

Mobile applications enable users in the field to access information on any device from anywhere, whether they are connected or offline.

Module and Hierarchy Specific Security

Create plant, unit, and functional locations based upon the organizational structure and assign what hierarchy attributes users can access based on their role through the security layers. Drill down to the level where users are interacting in OESuite® (i.e., entity, equipment, component).

My Obligations / Calendar

OESuite® displays a user’s obligations or to-dos from any module in one central location (e.g., review an MOC, approve an incident investigation, review the newly revised procedure, execute a work order, etc.).

My Subscriptions

OESuite® enables users to subscribe to system outputs, including reports and documents according to their schedule. Users will be notified if they subscribe to any changes to the document when a newer version is available.

Obligation Reassignment

OESuite® supports personnel changes across the entire system to the My Obligation feature (e.g., change tasks, action items, and other time-sensitive information). This can address both temporary and permanent changes.

OE View

OESuite® provides an aggregate of a user’s KPIs at the Entity level from any data source with the ability to drill-down to the individual records.

Planning / Scheduling

OESuite® permits users to schedule activities in addition to the actual due dates and assigned based upon the role or individual.


Display information specific to modules or roles such as KPIs, shortcuts, My Obligations, or reference materials such as policies and procedures with OESuite®.

RACI Chart

Create roles and accountability structure based upon RACI principles to align work processes with stakeholders, within OESuite®.


OESuite® enables annotation and redaction of documents, images, and drawings. Save the redlines as different layers with security to control the layer access.

Report Builder

Create drag and drop KPIs on the fly and publish these out to consumers with OESuite®.

Risk Ranking

Prioritize your recommendations with OESuite®. Create a single risk matrix or multiple risk matrices to manage mitigated and unmitigated risks by severity and frequency.

Risk Registry

Create risk matrices of severity / consequence and frequency / likelihood as needed along with supporting definitions in OESuite®. These can be applied to modules to prioritize follow-through and build a risk registry.

Robust Search

Use Advanced Search, Basic Search, Material Search, Asset Search, and Obligation Search to locate the information by specific criteria designed for each module in OESuite®, using Boolean logic.

Single Sign On (SSO)

Leverage Azure AD, ADFS, or SAML 2.0 to simplify user access in OESuite® – no need for passwords and separate deactivation of accounts.

Standard Reporting

OESuite® uses SSRS as the standard reporting solution to enable built for purpose reports including metadata and specific format. Users can subscribe to the report and receive the output according to their schedule.


The OESuite® tag function allows users to track numeric or fixed variables with limits that can trigger notifications and tasks, or create an incident record. The data feed can come from manual entry, operator rounds, historians, external databases, and calculations.


The verification step in OESuite® is available on tag data, along with data locking to preserve the data integrity. Workflows, such as action items, will have the verification steps built-in.

Visual Operations

Visual Operations within OESuite® enable users to view the data collected on a plot plan, map, P&ID, PFD, and more – this allows users to investigate or view the underlying information. Different layers in the Visual Operations will display the same layout with a different set of information.

Workflow (Initiate, Approval, Execution, etc.)

The OESuite® workflow helps users intuitively navigate work processes, such as Management of Change, Incident Reporting, and Process Risk. Build custom work processes along with supporting forms and publish them to create unique cultural experiences necessary to fit the organizational culture.

Facility Siting / Human Factors Feature

Provide in-depth studies of human factors that can be addressed in different phases of a hazard evaluation and help ensure the efficiency and safety of a facility with the OESuite® Facility Siting / Human Factors Feature. With the Facility Siting / Human Factors Feature, users can also assess potential risks and hazards to address equipment spacing and permanent and temporary buildings and assess the results of a potential explosion, fire, or toxic chemical release.
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Shift Handover Feature

Review and document activities / conditions, and track follow-ups before the end of the shift with the Shift Handover Feature. Improve the confidence of your incoming shifts in the work they are inheriting, including control measures in-place, to enhance shift effectiveness.
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Production Operating Plan Feature

The Production Operating Plan Feature allows users to track the operating range of individual tags or variables as part of their operating plan through their DCS, historian system, or manual entries. Aggregate results will be available within the portal, KPI dashboard, and your BI tools.
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Alarm Rationalization Feature

Capture alarm-related information (e.g., decision support, priority determination, safeguard associations, etc.) and define priority determination criteria by category and calculation to set alarm priority. With integration to your DCS or historian, the Alarm Rationalization Feature can send notifications and create investigation records associated with exceedances.
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Calibration Feature

With the Calibration Feature, users can check and test instruments using configurable temples for each instrument type and model; define their requirements for test points, strategies, ranges, and accuracy. Users can also set the calibration frequency, schedule the calibration activity, capture data, and manage any recommendations / findings within the Inspection Management Module.
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Asset Criticality Analysis Feature

Configure our system to fit your processes and identify the asset criticality individually or from top to bottom with the OESuite® Asset Criticality Analysis Feature. Your analysis can vary from risk-matrix-based (with different categories) to a series of questionnaires to determine the criticality or ranking of the equipment.
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CBM / PdM, Work History Feature

Monitor the actual condition of your assets to determine what maintenance needs to be performed driven by frequency, meter-based, or condition of the asset with the OESuite® CBM / PdM Feature element. This feature can establish and monitor limits on equipment, import assets to a watch list, and set alerts for potential problems and failures via advanced detection algorithms.

Leverage the work history performed from OESuite or another CMMS solution on the equipment to determine the failure patterns and determine the bad actors. With the Work History Feature element, users can generate better cost forecasts based on historical work or preventative maintenance schedules.
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Chemical / Warehouse Inventory Feature

Track and manage your materials inventory (spares or chemicals) by integrating your Enterprise Resource Planning (ERP) system and data historian via the OESuite® Chemical / Warehouse Inventory Feature. This feature can keep track of the current holding, reserved, or non-reserved items and determine the material cost (based on First In, First Out (FIFO), Last In, First Out (LIFO), or average).
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Collaboration Feature

Collaborate with resources from different projects or groups using the OESuite® Collaboration Feature. Users can track progress and roadblocks themselves in real-time, simultaneously enabling total visibility to the team.
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Competency Assessment, Interventions Feature

With the OESuite® Competency Assessment Feature element, users can conduct individual assessments to determine gaps based on the pre-determined competency map for the role. Those gaps are then used to create a series of interventions (e.g., training, job aid, mentoring, etc.) to bring the individual’s competency up to par and match the role.

When gaps are identified in a competency assessment, users will require interventions to improve the competency defined by the role. The Interventions Feature element enables users to track training interventions while the Document Management Module stores the job aids, procedures, and more.
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Deferral & Deviation Management Feature

Identify conformities and potential non-conformities, including who, when, where, and how corrective actions should be taken with the OESuite® Deferral & Deviation Management Feature. As equipment deferrals occur, users can use Root Cause Analysis for quality improvement. As equipment deferrals accumulate, users can quantify the value of lost production time.
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Dust Hazard Analysis, PSM Boundary Feature

Evaluate the potential hazard of the dust / explosive materials using workflows in the OESuite® Dust Hazard Analysis Feature element. Users follow the steps to minimize the risk by calculating the risk (i.e., probability of ignition, review checklist criteria) and identifying the suitable safeguard (i.e., proper handling, housekeeping, and ventilation).

Establish your regulatory boundary based upon the quantity (using the material library) and location of stored materials that exceed regulatory thresholds in the PSM Boundary Feature element.
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Failure Elimination / Bad Actors

Leverage your work history and failure data on your equipment to create a bad actor list in the OESuite® Failure Elimination / Bad Actors Feature. This feature can identify the impacts tied to Production Loss Analysis, number of repairs, and repair costs, and track the recommendations from the Root Cause Analysis (RCA) as action items, Management of Change, or Corrective Action.
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FMEA, RCM Feature

Conduct a FMEA study in a workflow process by tracking the details to identify risks within the sub-system. With the OESuite® FMEA Feature element, users will have the option to track the recommendations as action items or in other modules (i.e., Management of Change, Corrective Action, etc.).

Facilitate your Reliability-Centered Maintenance (RCM) analyses to ensure that the present operating context of equipment can be maintained in the RCM Feature element. Our RCM2 and RCM3 methodologies are developed with our partner Aladon Network®.
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GHG, Offset & Allowance Trading Feature

Set up, calculate, and generate your GHG emissions report for your fleet of assets in the OESuite® GHG Feature element. This feature can analyze energy cost and usage data to implement cost-saving measures, while simultaneously evaluating energy reduction options by feasibility, cost, and business impact.

Track blocks of allowance purchased from various sources for different pollutants and utilization of the allowance across all facilities in the Offset & Allowance Trading Feature element. Users achieve the reductions you are targeting while providing transparency and proper accounting.
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HAZOP / LOPA / PHA / Bowtie Feature

With the HAZOP / LOPA / PHA / Bowtie Feature, users can conduct their PHA / HAZOP studies using a corporate-controlled template across all the facilities to ensure consistency either online or offline. Users can also either conduct LOPA as an independent study or perform the LOPA study as a continuation of HAZOP to further evaluate hazards. This feature can roll-up all studies to compare consistencies (e.g., data qualities, risks, recommendations), and employ flexible worksheets with OESuite to calculate risks and ensure adequate risk reductions can be achieved.
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IPL Lifecycle, Scheduler Feature

Track the IPL from design, to the by-pass process, proof testing the elements, and the SIS activation investigation in the OESuite® IPL Lifecycle Feature element. Each group of personnel will leverage different modules within OESuite to achieve the complete tracking of the IPL lifecycle.

Use the Scheduler Feature element to ensure work orders, operator rounds, inspections, and more are scheduled according to the workload instead of due dates. Users can schedule the activities according to the roles, type of activities, and workloads.
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Job Role Maps Feature

Job role maps by Area / Specialization / Discipline are critical to the competency program. With the OESuite® Job Role Maps Feature, users can track the competency by the state of operations (i.e., normal or stable), duty or activity (i.e., monitor, maintain), and objective (i.e., assure compliance, improve performance) to determine the gaps in competency assessments.
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Lifecycle Cost, CCD / IOW Analysis Feature

Use the OESuite® Lifecycle Cost Feature element to determine the next best step for your asset by comparing each scenario’s Net Present Value (NPV), Total Cost of Ownership (TCO), and the Internal Rate of Return (IRR) for a given period or interest rate. Users can specify the cost for the new asset (i.e., installation, maintenance, repair, potential downtime) and recommend the most financially valuable strategy.

Identify the assets, asset components, damage mechanisms, documents, material specifications, and other necessary components that tie to process streams with fluid operating conditions using the CCD / IOW Analysis Feature element.
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Major Accidents Hazards (MAH) Feature

Identify the Major Accident Hazards (MAHs) using the OESuite® MAH Feature and manage / monitor the health of the barriers to ensure that there are sufficient barriers available to prevent any incident. The barrier health is calculated based on data from historians, integrations, inspection before any bypass is approved.
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Nonconformances / Product Quality Feature

Ensure efficient testing and exception handling, release safe and in-spec products, and comply with standards & regulatory affairs in the OESuite® Nonconformances / Product Quality Feature. This feature can target product nonconformances and optimize process efficiency, audit suppliers and internal processes, devise control plans, capture off-spec product, conduct FMEAs, carry out operational inspections, and track corrective actions to closure.
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Organogram, Succession Planning Feature

Track your organizational hierarchy in the form of an Organogram along with the basic personnel information with the OESuite® Organogram Feature element.

With the Succession Planning Feature element, users can identify the right candidates to replace a key resource or to redistribute job roles by defining the step-by-step plan for when an individual is no longer with the organization. This feature can assess the potential for promotion, the timing of the promotion, and address any shortcomings of the candidate.
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Root Cause Analysis, Consequences of Deviation Feature

Conduct Root Cause Analyses (RCA) for any unwanted event using various methodologies (e.g., 5 Whys, Root Cause structure, etc.), track information and recommendations, identify contributing factors, assign costs, and facilitate a cause analysis with the OESuite® RCA Feature element.

Monitor potential exceedances of envelopes and limits by collecting the data from the field or integrating with the data historians in the Consequence of Deviation Feature element. This feature can evaluate the consequence of deviation and corrective actions to take for Integrity Operating Window exceedances (i.e., onset of new damage mechanisms, permit violations). Users can review / manage the notification, action item, or Root Cause Analyses in the system based on any exceedance.
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Review / Manage Recommendations Feature

As recommendations are generated from various activities in the system, users can track them to closure using the Manage As Feature. Whether it is In-Kind, Not-In-Kind, tasks, notifications, or requests, you can track all your required, timely follow-through in the OESuite® Review / Manage Recommendations.
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Safe Operating Limits

Track Safe Operating Envelopes / Limits by the type of limits (e.g., Normal Operations, Design, Reliability, Regulation, etc.). For each limit, users can track the consequences of deviation, and steps to correct / avoid deviations associated with the procedure steps in the OESuite® Safe Operating Limits Feature. Users can also set to receive a notification, action item, or assignment to root cause analysis when there is an exceedance.
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Scheduler Feature

Use the OESuite® Scheduler Feature to ensure work orders, operator rounds, inspections, and more are scheduled according to the workload instead of due dates. Users can schedule the activities according to the roles, type of activities, and workloads.
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Scheduler, NDE Data Feature

Use the OESuite® Scheduler Feature element to ensure work orders, operator rounds, inspections, and more are scheduled according to the workload instead of due dates. Users can schedule the activities according to the roles, type of activities, and workloads.

Automatically pull in your Ultrasonic datalogger readings via our Bluetooth® integration using the NDE Data Feature element.
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SCORM / AICC Feature

The OESuite Training Management / LMS Module is SCORM and AICC compliant, so it can host or connect to other eLearning providers using these standards. The result (progress, pass / fail, or score) from each CBT is tracked in the OESuite® SCORM / AICC Feature even when the course is not fully completed.
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SIF, IPL Lifecycle, Proof Testing, SRS Design Feature

The SIF Feature element follows IEC 61511-1 to enable safety functions to be implemented by a Safety Instrumented System. Users can track the design information for the SIF elements and leverage the elements library (data provided by the manufacturers or calculated) maintained by OESuite.

Track the IPL from design, to the by-pass process, proof testing the elements, and the SIS activation investigation in the IPL Lifecycle Feature element. Each group of personnel will leverage different modules within OESuite to achieve the complete tracking of the IPL lifecycle.

Test and track the results of your instrumentation according to the specific instructions and expected results using the Proof Testing Feature element. Any recommendations or findings from the test are tracked as action items, Management of Change, or Corrective Action.

Track the SRS general or element-specific requirements as part of the system and elements design. OESuite follows IEC 61511 specifications that contain all the requirements for SIFs in an SIS for the SRS Design Feature element.
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Skills Matrix / Curriculum Feature

Create a chart of the skills required for your organization that can be converted into a training matrix / curriculum. The OESuite® Skills Matrix / Curriculum Feature holds the essential tools for tracking certification, competency, and training requirements.
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Visual Inspection / Thickness Measurements Feature

By leveraging the OESuite® Visual Inspection / Thickness Measurements Feature with numerous OESuite modules, like Inspection Management + Mobile, inspectors can use pre-defined forms to track internal / external inspections and link their tablet to a datalogger via Bluetooth / file transfer to capture the thickness measurements.
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What-If, Job Safety Analysis, HAZID, FMECA Feature

Use a pre-defined, editable What-If checklist from the library to evaluate causes and consequences, take credits for safeguards, document follow-through recommendations. The OESuite® What-If Feature element enables users to track checklists as recommendations in a Management of Change or Corrective Action, or as action items within the Process Risk Module.

Conduct a Job Safety Analysis (JSA) to identify potential hazards for every step of the job, including the initial and residual risks. With the Job Safety Analysis Feature element, users can track the recommended action or procedure to resolve unacceptable risks as action items or in other modules (i.e., Management of Change, Corrective Action, etc.).

The HAZID Feature element allows users to conduct a Hazard Identification study by system / node, hazard, consequence, risk ranking, existing safeguard, and recommendation in a workflow process. Apply the results to conceptual designs to make adjustments and follow up later with a detailed HAZOP study, a What-if, or a Bowtie study.

Conduct a FMECA study in a workflow process by tracking the details to identify risks within the sub-system. With the FMECA Feature element, users will have the option to track the recommendations as action items or in other modules (i.e., Management of Change, Corrective Action, etc.).
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