Operations & site management
Coordinate operational activities across your portfolio through a single environment. Manage tasks, deadlines, maintenance activities and spare parts inventory, ensuring efficient execution, compliance and greater control over day-to-day operations.

Choose the feature that best suits your needs
Site management - Task Planner
Site Management - Task Planner includes activities deadlines to be monitored. In this module it is possible to:
- Access to detailed task event list;
- Group subtask with specific deadline under main activity;
- Categorize activities for different area of interest (technical, commercial, HSE, etc…);
- Check activities pending, performed in time, delayed, expired or cancelled;
- Compare status of similar activities for different plants;
- Map contractual details, deadlines, renewals term and related covenants generating calendar task also adding notes;
- Set customized reminders about deadline expiration also including other users.

Checklist
Check list includes historical log of projects under management. In this module it is possible to:
- Access and work on the list of all the pending, ongoing, and completed projects affecting the customer’s portfolio;
- Timeline of updates follow the evolution step-by-step;
- Categorize projects for different area of interest (technical, commercial, HSE, etc…);
- Assign responsible, budgets and costs for each step and goals to reach next step;
- Track potential delays or low efficient processes for each step;
- Set deadlines, priorities and reminders for open projects;
- Export project status in report.

Frequently asked questions
Can I manage operational activities across multiple assets from a single platform?
Yes. The platform allows you to coordinate operational activities across your entire portfolio through a single environment. You can monitor tasks, deadlines, maintenance activities and project status across multiple plants, while maintaining full visibility of ongoing and upcoming actions.
What is the difference between Task Planner and Checklist?
Task Planner is focused on managing recurring operational activities, deadlines, contractual obligations and reminders, helping teams stay on top of day-to-day asset management tasks. Checklist is designed to track projects and initiatives over time, providing a structured workflow, progress updates, assigned responsibilities, budgets and milestones.
Can I track contractual obligations and important deadlines?
Yes. The Task Planner module allows you to map contractual details, renewal dates, covenants and other key obligations, automatically generating calendar tasks and reminders. You can also add notes and involve additional users to ensure deadlines are monitored and managed effectively.
Can I assign responsibilities and monitor project progress?
Yes. Within the Checklist module, you can assign responsible team members, define budgets, set goals and monitor progress throughout each project phase. The platform provides a clear timeline of updates, helping teams track activities from initiation through completion.
How does the platform help identify delays or inefficiencies?
The system highlights pending, delayed, expired and completed activities, making it easier to identify bottlenecks and areas requiring attention. For projects, you can monitor progress at each stage and track potential delays or inefficient processes before they impact overall performance.
Can I customise reminders and notifications?
Yes. You can create customised reminders for important deadlines and involve additional users when required. This helps ensure that critical operational activities, compliance requirements and project milestones are never overlooked.
Can I generate reports on projects and operational activities?
Yes. The Checklist module allows you to export project status reports, providing a structured overview of progress, responsibilities, budgets and outstanding actions. This can support internal reporting and stakeholder communication.
Is the platform suitable for technical, commercial and HSE activities?
Yes. Both Task Planner and Checklist allow activities and projects to be categorised by area of interest, including technical, commercial and HSE topics. This makes it easier to organise information and maintain visibility across different workstreams.