SmartSuite for
Energy & Utilities
SmartSuite centralizes operations, compliance, maintenance, and field workflows to reduce silos and improve reliability.

Transform Operations, Compliance & Field Workflows
Energy and utility providers often manage critical workflows across disconnected systems — from grid operations and asset tools to compliance and field-service applications. These silos slow response times and increase operational and regulatory risk.
SmartSuite brings these workflows into one connected platform, improving visibility, standardizing processes, and helping operations, compliance, and field teams work together more efficiently.
SmartSuite helps energy & utilities organizations:
- Integrate operations, compliance, maintenance, field work, and safety
- Reduce system fragmentation across planning, dispatch, and reporting
- Standardize workflows for inspections, incidents, and maintenance
- Improve coordination between ops, field crews, engineering, and compliance
- Gain real-time visibility into assets, issues, risks, and performance

Integrated Operations
Operations • Maintenance • Field Work
Unified data + connected utility workflows
Connected programs
Compliance • Safety • Inspections • Incidents
One platform replacing fragmented utility systems
Rapid Implementation
Prebuilt utility solutions speed rollout
No-code tools adapt quickly across crews & sites
How SmartSuite Supports Energy & Utility Providers
SmartSuite helps energy and utility companies manage EHS, ESG, and regulatory programs in one connected system. Monitor safety, track sustainability goals, and ensure compliance across all operations.
Simplify Regulatory and Safety Compliance
Automate OSHA, EPA, and NERC reporting, manage incidents, and maintain a complete audit trail for safety and environmental programs.
Key capabilities include:
- Track OSHA, EPA, NERC, and ISO 14001 requirements in one framework-aligned system
- Capture and investigate safety incidents, near misses, and hazards
- Manage corrective and preventive actions (CAPAs) with full traceability
- Maintain audit-ready documentation and compliance dashboards

Track and Report ESG Performance
Collect and analyze sustainability metrics across facilities. SmartSuite enables transparent reporting aligned with GRI, SASB, and CSRD frameworks.
Key capabilities include:
- Track emissions, energy usage, workforce metrics, and sustainability KPIs
- Align reporting with GRI, SASB, and CSRD frameworks
- Automate data collection and validation across departments
- Generate executive-ready ESG reports and disclosures

Enhance Operational Resilience and Recovery
Identify critical systems, assess risks, and maintain recovery plans that protect uptime and customer trust.
Key capabilities include:
- Maintain operational risk registers linked to mitigation plans
- Develop and test business continuity and emergency response plans
- Trigger automated alerts, tasks, and communications during incidents
- Monitor recovery status and resilience KPIs in real time

Manage Suppliers and Critical Assets
Track contractor compliance, certifications, and maintenance schedules for essential assets and facilities.
Key capabilities include:
- Track vendor certifications, audits, and contract requirements
- Monitor supplier performance and compliance risk over time
- Manage asset inventories, inspections, and maintenance schedules
- Link vendors, assets, and incidents for end-to-end traceability

Featured Solution Suites for Energy & Utilities
Explore SmartSuite Solution Suites designed for compliance, sustainability, and operational resilience.
Ensure adherence to AS9100, ITAR, DFARS, CMMC, and aerospace regulatory mandates with structured workflows and audit-ready reporting across programs and operations.
Track and report environmental, social, and governance data across departments and facilities. Align with GRI, SASB, and CSRD frameworks.
Centralize the process of identifying, assessing, and mitigating risks — giving leadership real-time visibility and alignment with strategic objectives.
Capture, investigate, and resolve incidents from detection to closure with automated notifications, communications, and root cause tracking to minimize disruption.
Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.
Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.
Manage site security, safety incidents, inspections, access requests, and corrective actions with auditable workflows.
Streamline IT support, asset management, and incident resolution with service desk automation and built-in analytics.
Energy & Utilities
Challenges
Why Smartsuite for Energy & Utilities
Connected Compliance and Sustainability Workflows
Bring EHS, ESG, and risk programs into a single platform for unified oversight and faster decision-making.
No-Code Flexibility for Field and Corporate Teams
Empower safety, compliance, and ESG leaders to adapt workflows without IT support — across generation, transmission, and distribution operations.
Built for Energy and Utility Standards
Out-of-the-box templates aligned with NERC CIP, OSHA, ISO 45001, and GRI guidelines.
AI-Powered Insights
Use SmartSuite AI Assist to summarize incidents, detect compliance trends, and generate ESG performance summaries automatically.
Aligned with Regulatory Frameworks
Map controls and evidence to the frameworks your institution follows.
- FFIEC, CRI Profile, SOX, and OCC guidelines
- NIST and ISO cybersecurity standards
- Vendor oversight and audit traceability


AI That Adapts to Your Industry — On Your Terms
SmartSuite embeds AI directly into your workflows to accelerate automation, reporting, and insight generation — while giving you complete control over which models you use and how your data is handled.
Choose from OpenAI, Anthropic, Google Gemini, AWS Bedrock, Azure, Perplexity, Nscale, IBM watsonx, and Xai. Connect your own API keys for full privacy and compliance.
- Bring Your Own AI
Accelerated first-response targets for high-severity issues, so critical incidents are acknowledged, triaged, and moving toward resolution as quickly as possible.
- AI in Action
Use AI to generate compliance reports, summarize audits, and build automations that enhance accuracy and efficiency.
- Data Privacy by Design
SmartSuite never uses customer data for model training. All AI calls route securely through your credentials.
- Customizable Intelligence
Mix models for different needs — reporting, content creation, risk analysis — and tailor performance per workflow.
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
Explore Further
Read quick explainers on the ideas and best practices behind high-performing teams in your industry. See how SmartSuite turns critical workflows into connected, trackable work—so execution stays fast and reliable.
Featured Resources
Explore resources and insights for compliance, risk, and quality leaders in aerospace.
Frequently Asked Questions
Common questions from energy providers, utilities, and operational resilience teams.
SmartSuite enables you to collect, validate, and visualize ESG data across environmental, social, and governance dimensions — aligning with frameworks like GRI, SASB, and CSRD.
Yes. SmartSuite centralizes incident management, inspections, and CAPAs with real-time dashboards for corporate and site-level visibility.
SmartSuite includes pre-built compliance workflows aligned to NERC CIP, OSHA 300/301, and ISO standards to automate documentation and reporting.
Most organizations deploy SmartSuite in under 60 days, starting with core workflows for EHS, ESG, and risk management.
Ready to Connect Safety, Compliance, and Sustainability in One Platform?
Discover how leading energy and utility organizations use SmartSuite to strengthen resilience, automate compliance, and drive sustainable performance.
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