One Platform for Global Field Execution

A Frictionless Deployment Journey to Total Operational Control

Everyone's journey starts somewhere. Choose where your operational execution begins.

From initial onboarding to global site deployment, discover how Tansi aligns your assets, inventory, field crews, and compliance into a single operational ERP — without legacy complexity.

● Business Directory & Portal Setup

01 / Business Directory & Portal Setup

Enterprise Business Profile Configuration

Your Tansi journey starts here. Set up your company identity — the foundation every other feature builds on.
  • Company logo, name, and details
  • Locations and site configuration
  • Team structure and admin access
  • Capabilities and services offered
  • Project history and past work
  • Certifications and credentials
02 / Business Directory & Portal Setup

Vetted B2B Vendor Network Access

Once your profile is live, you're part of the Tansi network — connect with like-minded businesses, find partners, and grow together.
  • Added to the Tansi trusted business network
  • Search and discover like-minded businesses
  • Send and receive RFP requests
  • Contact businesses directly from their profile

● Workforce & Contractor Management

03 / Workforce & Contractor Management

Integrated Field Job Board

Post open roles and attract the right candidates directly through your Tansi company profile — no third-party job sites needed.
  • Create and publish job listings
  • Manage applicants in one place
  • Link postings to your public profile
04 / Workforce & Contractor Management

Automated Digital Worker Onboarding

Review applicants, run background checks, collect documents, and complete onboarding — all without leaving Tansi.
  • Review and shortlist applicants
  • Digital document collection
  • Automated onboarding workflows
05 / Workforce & Contractor Management

Unified Worker Profiles & Qualification Logs

Every worker gets a personal profile — a single source of truth for their qualifications, history, and status on any project.
  • Certifications and expiry tracking
  • Role history and site assignments
  • Document and license storage

● Learning Management System (LMS)

06 / Learning Management System (LMS)

Remote Workforce Training & Site Orientations

Assign training and orientations to workers before they set foot on site — track completions, pass rates, and keep certifications current automatically.
  • Assign training to workers or groups
  • Track completions and pass rates
  • Auto-reminders for expiring training
  • Site-specific orientation workflows
07 / Learning Management System (LMS)

Drag-and-Drop Course Builder & Monetization

Build rich, structured courses from scratch — add requirements, full curriculum, quizzes, resources, and survey forms. Monetize training with built-in revenue tools.
  • Curriculum builder with sections and lessons
  • Add requirements and prerequisites
  • Quizzes, assessments, and pass thresholds
  • Attach resources, documents, and videos
  • Survey forms for feedback and evaluation
  • Revenue tools to sell courses externally
Operational webinars & video walkthroughs
08 / Learning Management System (LMS)

Operational Webinars & Video Walkthroughs

Schedule and host live webinars or repurpose recorded sessions — with built-in scheduling, payments, and assessments all in one place.
  • Schedule and host live webinars
  • Save and reuse recorded webinars
  • Scheduling and registration management
  • Payment processing for paid webinars
  • Tests, marking, and completion tracking
09 / Learning Management System (LMS)

Automated B2B Payment & Invoice Processing

Track and manage all course-related payments in one place — from credit card transactions to invoiced billing for your trusted clients.
  • Track payments per course and learner
  • Credit card payment processing
  • Bill me requests for trusted clients
  • Invoice generation and payment history
  • Revenue reporting and payout tracking

● Resource Scheduling & Dispatch

10 / Resource Scheduling & Dispatch

Shift Scheduling & Resource Allocation

Build and publish workforce schedules so every shift is covered, every worker knows when they're on, and managers have full visibility.
  • Create and assign shifts
  • Manage availability and time-off
  • Publish schedules to workers instantly
11 / Resource Scheduling & Dispatch

Collaborative Mobile Shift Management

Give your workforce flexibility while keeping operations running smoothly — workers can swap shifts, pick up open shifts, and request time off all in one place.
  • Shift swapping between workers
  • Open shift visibility and self-assignment
  • Time off requests and approvals
  • Assign tasks directly to shifts

● Digital Forms & Automated Workflows

12 / Digital Forms & Automated Workflows

Smart Mobile Forms & Offline Field Documentation

Create and manage your entire paperwork workflow digitally — no more paper. Build forms from scratch or convert existing PDFs into smart digital forms, then assign them anywhere across your workforce or assets.
  • Dynamic drag-and-drop form builder
  • Tansi Smart Forms — convert any PDF into a digital form
  • Assign forms to workers, teams, or assets
  • Conditional logic and dynamic field behaviour
  • Collect signatures, photos, and GPS stamps
  • Works offline, syncs when reconnected
  • Full submission history and audit trail
13 / Digital Forms & Automated Workflows

AI-Powered Process Workflows & Triggers

Create automated workflows for every scenario — from form submissions to corrective actions. Let the AI workflow assistant guide you, or build your own from scratch.
  • Create workflows for any scenario
  • AI workflow assistant to help you build
  • Corrective action workflows
  • Assign forms and workflows to workers, assets, or inventory
  • Trigger workflows from form submissions or events
  • Track workflow progress and completions

● Assets, Inventory & Preventive Maintenance

14 / Assets, Inventory & Preventive Maintenance

Smart Asset Tracking & QR Code Scanning

Know where every piece of equipment is, who has it, and whether it's ready to use — from the yard to the field.
  • QR and barcode scanning
  • Assignment tracking by worker or site
  • Status, condition, and documentation
  • Assign documents, forms, and SDS to any asset
  • GPS location tracking in real time
15 / Assets, Inventory & Preventive Maintenance

Preventive Maintenance & Work Order Management

Schedule preventive maintenance, log work orders, and track service history so equipment stays reliable and downtime stays low.
  • Preventative maintenance scheduling
  • Track and manage work orders end-to-end
  • Maintenance plans and procedures per asset
  • Resource planning and inventory assignment
  • Full service history per asset
16 / Assets, Inventory & Preventive Maintenance

Real-Time Inventory Control & Reorder Alerts

Monitor stock levels, track usage, and manage supplies across every site — so you never run short where it matters.
  • Real-time stock levels by location
  • Usage tracking and reorder alerts
  • Track lot numbers, expiry dates, and special storage needs
  • Create and manage purchase orders, picking, and transfers
  • Order / transfer suggestions based on usage and expiring items
  • Barcode and RFID scanning

● Mass Communications & Outbound Campaigns

17 / Mass Communications & Outbound Campaigns

Mass SMS & Urgent Workforce Notifications

Reach your entire workforce — or a targeted group — instantly via SMS, email, and in-app. Nothing critical sits waiting in an inbox.
  • Target by site, role, or certification
  • SMS, email, and in-app delivery
  • Delivery confirmations and read receipts
18 / Mass Communications & Outbound Campaigns

Targeted Outreach & Enterprise B2B Campaigns

Send branded outreach, promotions, and campaigns to clients and prospects — directly from the platform, without switching tools.
  • Branded templates and content
  • Send to clients and prospect lists
  • Track engagement and opens

● Enterprise Operations & Safety Compliance

19 / Enterprise Operations & Safety Compliance

Cross-Departmental Project Management

Organise your entire operation around projects — with unlimited departments, sub-projects, and everything attached in one place.
  • Add projects and unlimited sub-projects
  • Unlimited departments and project structures
  • Attach companies, workforce, and assets to projects
  • Assign training and forms to project requirements
  • Full project visibility across your organisation
20 / Enterprise Operations & Safety Compliance

Total Contractor Compliance & Certificate Tracking

Keep every contractor on your sites compliant — track safety records, insurance, and policies so nothing slips through the cracks.
  • Track contractor safety compliance
  • Insurance certificates and expiry tracking
  • Policy and procedure acknowledgements
  • Compliance status at a glance per contractor
21 / Enterprise Operations & Safety Compliance

Incident Reporting & OSHA-Ready Investigations

Capture incidents the moment they happen, trigger full investigation workflows, and produce the documentation regulators require — without the scramble.
  • Mobile incident capture from the field
  • Automated investigation workflows
  • OSHA-aligned reporting and audit trail
22 / Enterprise Operations & Safety Compliance

Actionable Corrective Action Register & Accountability Matrix

Turn findings into action — create and assign corrective actions, build accountability, and track resolution against documented KPIs.
  • Create and assign corrective actions
  • Build accountability with owner assignment
  • Document and track KPIs per action
  • Link to incidents, tickets, or audits
  • Full resolution history and sign-off
23 / Enterprise Operations & Safety Compliance

Policy & Corporate Procedure Management

Create, assign, and manage all your policies and procedures in one place — with step-by-step workflows, attached documents, and mandatory sign-offs.
  • Create and version policies and procedures
  • Add steps, instructions, and attachments
  • Assign to workforce, roles, or departments
  • Mandatory sign-offs and acknowledgements
  • Track who has read and signed each policy
24 / Enterprise Operations & Safety Compliance

Digital SDS Management & Chemical Registry Logs

Manage your entire SDS database in one place — scan, import, and assign safety data sheets to assets, inventory, and projects with full QR code support.
  • Centralised SDS database management
  • Scan or import SDS documents instantly
  • Assign SDS to assets or inventory items
  • QR code access on equipment and sites
  • SDS assignment to projects

● Support Services & Technical Escalation

25 / Support Services & Technical Escalation

Integrated Service & Support Ticket Management

Raise, track, and resolve support requests all in one place — whether it's an internal issue, a client request, or a direct escalation to the Tansi development team.
  • Create support tickets for any type of request
  • Assign tickets to your company support team
  • Escalate directly to the Tansi development team
  • Attach documents, screenshots, and files
  • Track ticket status and resolution history
  • Full audit trail and communication log

● Executive Dashboards & Operational Reporting

26 / Executive Dashboards & Operational Reporting

Real-Time Feature Reporting & Dashboard Snapshots

Every feature in Tansi comes with a powerful set of customizable reports — giving you real-time visibility across your entire operation.
  • Customizable reports across every module
  • Real-time dashboards and data snapshots
  • Filter by site, project, date range, or worker
  • Export to PDF, Excel, or CSV
  • Schedule automated report delivery
  • Share reports with clients or leadership
27 / Executive Dashboards & Operational Reporting

Workforce Participation & Demographic Reporting

Powerful demographic reporting for your entire workforce — visualize your workforce on maps and report on spend, hires, training, and more.
  • Interactive maps of your workforce by location
  • Workforce participation reporting and metrics
  • Spend, hiring, and job reporting by region
  • Training and certification demographic breakdowns
  • Contractor and subcontractor demographic reports
  • Export-ready for regulatory and stakeholder reporting