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EAM Project Management

Control and automate all your asset related projects in one place

UniFi Enterprise Asset Management (EAM) allows you to automate asset related projects with ease.

Within the EAM Project Management App Group you will find Apps for: initial budget, project planning and project monitoring. This App Group integrates each of these steps into one comprehensive solution, saving you both time and money.

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate EAM Project Management processes and replace your EAM Software.

Not only can UniFi replace your EAM Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

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Asset Lifecycle Management

The below is an example overview of workflows for the full Asset Lifecycle in UniFi EAM.

UniFi EAM can be fully customised and configured to suit your organisations needs.

All of the below can be managed and automated within UniFi, as well as integrated to existing systems for a single source of truth.

EAM Lifecycle

UniFi EAM is a cutting-edge project management platform that gives you automation options like never before.

You can effortlessly capture and manage essential details for your ongoing, completed, and upcoming projects.

With the user-friendly interface, you can break down your projects into an infinite array of subprojects with ease. You can seamlessly incorporate an unlimited number of work orders and purchase orders within each project for unparalleled control.

With our Project Management App Group, you gain the ability to: 

  • Create your budget by department/business unit
  • Create and structure projects, subprojects, and work orders with limitless complexity.
  • Accurately estimate costs, ensuring budgetary control.
  • Efficiently reserve and requisition materials, tools, equipment, and various resources.
  • Craft a comprehensive master work order template for streamlined operations.
  • Generate purchase orders based on your project requirements, enhancing procurement efficiency.
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Project Management Dashboard
Condition Monitoring

The project planning app enables you to automate your project processes from initial budget and time-scale planning to completion of the final work.

Project Initiation

Define the project’s purpose, objectives, and determine why the project is necessary and what it aims to achieve. This app also allows users to check the availability of the current budget.

Risk Assessment for Project Prioritisation

The system includes automated risk assessment tools that analyse potential risks based on specific criteria to identifiy the project prioritisation.

Alerts and Notifications

The system can send automated alerts by email to team members and stakeholders for approval or to notify them of a status update.

Reporting and Analytics

Generate automated reports and dashboards that provide real-time insights into project progress, budget, and performance. These reports can be customised to meet the needs of different stakeholders.

Project Monitoring

The Project Monitoring App enables users to monitor existing projects created in the Project Planning Apps.

It allows the user to input the project manager, project team member, the start date and the end date of the project.

The app will automatically populate the information of the project cost (which was already input in the Project Planning Apps). This will populate all related Purchase Order Numbers and calculate the total cost of the Purchase Orders related to the Project.

The app also automatically calculates the number of Days Left until the end date of the project. The app contains several assignments that allows users to know the status of the project.

UniFi EAM Integration

UniFi EAM comes with powerful middleware to enable you to integrate with the other systems you use to manage your business. You can push, pull and convert data from any system, giving you a single source of truth in one platform. You choose the single source of truth for data – UniFi or any other external system and leave UniFi EAM to do the rest.

The UniFi Data Connector allows you to collect real-time data from your existing IoT sensor modules. Alternatively, we have a partnership with an IoT (Internet of Things) sensor module manufacturer, and we can bundle sensors into your EAM project for you.

UniFi EAM Attributes

Customisation Capabilities: With UniFi EAM, you have the power to customise fields and columns effortlessly. The intuitive drag-and-drop feature allows you to tailor the system to your organisation’s specific needs, with no limitation on field types, ensuring that you capture and analyse the data that matters most to you

Dynamic Dashboard & Reporting: Harness the power of next-gen Business Intelligence (BI) with UniFi EAM. Our system allows you to customise dashboards and reports, transforming complex data into clear, actionable insights. You can make informed decisions and drive your organisation forward with ease.

User-Friendly Interface: Technology should be accessible to everyone. UniFi EAM boasts a clean, user-friendly interface that is both intuitive and easy to navigate. You don’t need to be an IT expert to utilise the system effectively; it’s designed for users of all levels. To ensure successful user adoption we provide two weekly free training sessions for all our customers

Simplicity with Power: UniFi EAM’s strength lies in its simplicity. It may be straightforward to use, but it packs a punch when it comes to fulfilling your company’s asset management needs. UniFi EAM addresses an extensive list of EAM use cases.

Autonomous Processes

Autonomous processes mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. They are fulfilled by bots that can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 8 Autonomous Processes:

UniFi automates transaction creation by monitoring emails, extracting key data from attachments using OCR and AI, and seamlessly progressing transactions through workflows for faster, more efficient processing.

UniFi leverages Machine Learning and Generative AI (powered by ChatGPT) to enhance OCR and Autonomous Data Capture, enabling accurate extraction and interpretation of data from various document types, such as invoices, identity documents, forms, and tables. These AI services ensure seamless form population, with machine learning recognising key fields and generative AI providing contextual understanding for financial and HR-related documents, driving continuous automation improvements.

The Scheduler automates transactions at predefined times with preset fields, ensuring consistency, reducing manual effort, and streamlining routine financial processes.

Connect Hub offers pre-integrated autonomous APIs for UniFi, enabling seamless connections to services like Companies House, eCommerce platforms, and travel booking systems, simplifying processes like KYC, procurement, and automated bookings without technical setup.

Robotic Process Automation (RPA), automates repetitive tasks like invoice matching and automated ordering, enhancing efficiency, consistency, and freeing up time for higher-value work.

Generative AI, extends beyond OCR to automate tasks like invoice coding and document authenticity analysis, streamlining workflows, reducing errors, and enhancing compliance.

Integration bots for each inbound UniFi API connection automate interactions with external systems, enabling seamless transaction updates, data syncing, and real-time workflow automation.

 Webhooks in UniFi enable unauthenticated, one-way data transmission for immediate execution, ideal for non-critical processes like real-time notifications where response verification isn’t required.

Find out more about our Autonomous Processes here.

The use case, EAM Project Management, on this page can be turned into and autonomous process and completed by a bot. However, it’s important to note that autonomous processes offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity.

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
  • UniFi EAM Key Benefits
  • Replace your EAM Software with a platform that has multiple use cases. Saving you time and money
  • Access all features and use cases for one price. No paywalls or tiered pricing.
  • Real time asset and inventory visibility
  • Regulatory compliance
  • Faster and more accurate decision-making
  • Decreased maintenance costs
  • Safer work environment across your sites
  • Improvement in inventory level
  • Accurate document dating
  • Reduced downtime

Other UniFi EAM Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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