Features

Strategy on a Page
One page. All your strategy. Zero fluff - Assign objectives, allocate owners, and monitor progress in real time.
Manage Objectives
Turn goals into momentum. Epic’s Manage Objectives feature helps teams capture, track, and execute strategic and operational targets—with live updates, smart delegation, and progress that actually moves the needle
Strategy Reports
Red, Amber, Green—and everything in between. Visualise progress like a pro and spot wins before they happen.
Strategy Dashboard
Visualise execution with Red-Amber-Green performance indicators across monthly and year-to-date views.
Strategy KPI Tracker
KPIs that actually mean something. Track what matters, ditch what doesn’t, and stay ahead of the curve.
Risk Register
Stay ahead of uncertainty with structured risk tracking across strategic, departmental, and project levels.
Projects
Link objectives to projects and generate live reports with integrated timesheets, risk tracking, and site diaries.
Dashboards
Build custom dashboards that spotlight your priorities—bringing clarity to performance, operations, and leadership.
Performance Appraisal (KPI Scorecard)
Choose from flexible scorecard formats to evaluate performance with clarity and consistency.
Staff Survey
Capture meaningful feedback and spark better conversations between staff and managers.
360° Review
Design multi-source reviews —customisable, comprehensive, and easy to deploy.
Activities
Assign recurring tasks with progress ratings to keep staff & teams aligned and accountable.
Weekly Commitments
Build a rhythm of focus by setting weekly goals that drive personal and team momentum.
Assignments
Delegate tasks with deadlines and track completion in a way that’s clear, simple, and effective.
Kudos
Celebrate the wins—big or small—with one click. Epic’s Kudos feature makes recognition fun, fast, and contagious, turning everyday appreciation into a culture-building tool.
Suggestions
Got ideas? Toss ’em in. From genius hacks to “why didn’t we think of that?” moments—this is your team’s improvement engine.
Live / Pulse Surveys
Run instant feedback polls during meetings or events to capture sentiment in real time.
Surveys
Design and deploy custom surveys to gather insights on any topic, from engagement to customer satisfaction.
Company Poll
Launch quick polls and view live results to gauge team preferences and opinions.
Participation Points Lucky Draw
Reward platform engagement with a gamified draw—turning everyday actions into chances to win.
Deadlines & Events
View deadlines and events captured in epic on a personalized Calendar with links to each item for quick & easy updating
Job Detail
Create structured job profiles with Epic Copilot—clarifying roles, responsibilities, and qualifications.
Training Needs Analysis (TNA)
Empower staff to explore training options and submit requests that align with their growth goals.
Onboarding & Offboarding
Deliver consistent, structured experiences for new starters and exiting staff—complete with task flows and document trails.

Leave Management
Manage leave requests, approvals, and balances online—giving staff and managers full visibility and control.
Staff Directory & Organogram
Generate a visual directory and organogram with names, faces, and reporting lines—instantly.
Staff Records
Centralise employee files and training history for secure, structured, audit‑ready management.
Company Documents
Store and retrieve essential documents in one secure, searchable hub - find what you need, when you need it.
Company Videos
Upload training and culture videos with built-in quizzes to reinforce understanding and track engagement.
Staff Card
Issue QR-coded access cards for secure, mobile-friendly tracking of staff arrivals and departures.
Non-Conformance
Log and resolve issues with full traceability—turning problems into opportunities for improvement.
Standards Management System
Audits without anxiety. Plan, track, and present evidence like a compliance pro.
See Something, Say Something
Enable staff to report safety concerns instantly via mobile—triggering alerts and supporting proactive resolution.
Site Diary
Daily logs that don’t get lost. Dual sign-off, structured entries, and peace of mind built in.
Tender Management
Manage tenders with live contributor tracking, deadline alerts, and historical insights that boost win rates.
Meeting Management System
Meetings that don’t waste time—or energy. Epic’s Meeting Management System turns chaos into clarity with smart agendas, live tracking, and AI-powered summaries that actually know what matters
Weekly Timesheets
This feature provides a paperless and automated method of completing weekly timesheets and publishing a consolidated report linked to a project.
Periodic Timesheets
Shift work, sorted. Digital sign-off and audit-ready records—no clipboard required.
Asset Register
Know what you own, where it is, and what it’s worth. Asset tracking that’s actually useful.
Inventory Management
Stock levels that speak for themselves. Reorder alerts, monthly counts, and zero guesswork.
Fleet Management
Allocate vehicles, track usage, and manage travel authorisations—all paperless and mobile-enabled.
Service Manager
Log, route, and resolve every service request automatically—giving employees fast answers and managers full visibility.
Travel Authorisation
Submit, approve, and audit travel with ease. No forms. No fuss. Just fast, smart authorisation.
Property Condition Assessment
Conduct structured property inspections with photos, notes, and repair quantification—ready for client reporting.
Customer Relationship Management (CRM)
Log customer interactions, track engagement, and generate weekly reports to drive service-led growth.
Supplier Relationship Management
Centralise supplier records, track document expiry, and assign follow-up tasks for compliance confidence.
Rate My Service (RMS)
Add a feedback link to your email signature and let customers rate you in real time. Brave? Yes. Brilliant? Absolutely.

Scenarios

Strategy on a Page
See how Candy Wrapper (CEO) builds a focused, co-created, one-page strategy with her executive team that guides and aligns the organisation and drives execution.
Manage Objectives
Learn how ABC Suites uses the Strategic Dashboard to turn objectives into weekly accountability and measurable progress.
Strategy Reports
Discover how leadership uses clear, board-ready reports to track strategic performance and guide decision-making.
Strategy Dashboard
Explore how ABC Suites creates a rhythm of review using visual dashboards that highlight wins and gaps.
Strategy KPI Tracker
See how the management team monitors key performance indicators in real time to stay aligned and agile.
Risk Register
Watch how Celia Fate (Risk & Compliance) identifies and mitigates risks across company, business units and project levels using structured dashboards.
Projects
Follow Stu Pendous (Operations Manager) as he tracks project progress, manages timesheets, and links risks to delivery.
Dashboards
See how Candy Wrapper uses simple, visual dashboards to instantly assess company performance and team alignment.
Performance Appraisal (KPI Scorecard)
Learn how ABC Suites uses tailored scorecards to drive behaviour, accountability, and performance culture.
Staff Survey
Discover how one-on-one check-ins are enriched through structured feedback and manager responses.
360° Review
See how Molly Coddle (HR Manager) brings full control and flexibility to multi-source feedback—no outsourcing required.
Activities
Watch how the Factory Manager defines routine expectations and tracks progress to keep teams on course.
Weekly Commitments
Learn how ABC Suites builds a culture of focus by prioritising important-but-not-urgent goals each week.
Assignments
See how managers assign and track deadline-driven tasks with clarity and follow-through.
Kudos
Discover how Molly Coddle boosts morale and motivation through peer-to-peer recognition.
Suggestions
See how Stu Pendous encourages creative thinking and ensures ideas are captured, shared, and actioned.
Live / Pulse Surveys
Capture instant feedback during meetings or events—See how ABC Suites uses Pulse Surveys to spark real-time insights and energize group engagement.
Surveys
Learn how ABC Suites uses custom surveys to gather insights and generate clear, actionable reports.
Company Poll
Gauge team sentiment in seconds—ABC Suites uses Company Polls to quickly surface opinions and guide inclusive decision-making.
Participation Points Lucky Draw
See how ABC Suites gamifies engagement—rewarding platform use with a fun, fair weekly draw.
Deadlines & Events
Discover how users stay organised with a personalised calendar that links directly to tasks and commitments.
Job Detail
Learn how ABC Suites uses Epic’s Copilot Wizard to create structured job profiles that support clarity and growth.
Training Needs Analysis (TNA)
See how HR empowers staff to request training and shape their own development journey.
Onboarding & Offboarding
Watch how Molly Coddle delivers consistent, welcoming experiences for new starters and respectful exits for leavers.

Leave Management
Discover how managers and staff manage leave requests, approvals, and balances with ease and transparency.
Staff Directory & Organogram
Instantly generate a visual directory and reporting structure to strengthen team connection and clarity.
Staff Records
Centralise employee files and training history for secure, structured, audit‑ready management.
Company Documents
Learn how ABC Suites centralises staff records and company documents for secure, searchable access.
Company Videos
See how training and culture videos are uploaded with quizzes to reinforce learning and track engagement.
Staff Card
Discover how QR-coded access cards simplify arrival and departure tracking across locations.
Non-Conformance
Learn how ABC Suites logs, tracks, and resolves issues with full visibility and audit-ready documentation.
Standards Management System
See how ABC Suites plans and conducts audits with structured evidence and live compliance dashboards.
See Something, Say Something
Watch how the SHEQ Manager drives proactive safety reporting—reducing incidents and improving culture.
Site Diary
Discover how engineers record daily site activity with secure, dual sign-off for accountability and traceability.
Tender Management
Learn how the Tender Manager keeps contributors aligned and submissions on track with live reports and workflows.
Meeting Management System
See how Candy Wrapper transforms meetings into focused, outcome-driven sessions with Copilot-powered summaries.
Weekly Timesheets
Discover how Robin Banks uses paperless timesheets to streamline reporting and improve billing accuracy.
Periodic Timesheets
Track shift-based attendance with secure digital sign-off—ideal for offsite teams and audit compliance.
Asset Register
See how the Finance Team tracks company assets with structured records and audit-ready reports.
Inventory Management
Learn how ABC Suites manages stock levels, reordering, and monthly counts with real-time control.
Fleet Management
Watch how Adam Sapple approves travel, allocates vehicles, and tracks usage—all online and paper-free.
Service Manager
Discover how ABC Suites replaces scattered inboxes with one structured system, where every request is logged, routed, and resolved before it's forgotten.
Travel Authorisation
Discover how Chris (Finance Director) automates travel requests with policy links, approvals, and audit trails.
Property Condition Assessment
Learn how ABC Suites evaluates and documents property condition with structured reports and visual evidence.
Customer Relationship Management (CRM)
See how Celia Fate and her team log interactions, track engagement, and drive service-led growth.
Supplier Relationship Management
Watch how Candy Wrapper ensures supplier documentation is valid, current, and audit-ready.
Rate My Service (RMS)
Discover how ABC Suites captures real-time feedback via email signatures—boosting service quality and accountability

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Videos

Epic Overview

Online software to empower your people & grow your business

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Turning Strategy into Action

Drive Performance with Clarity and Accountability

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Strategic KPI Tracker

Measure what matters—track strategic performance with clarity, consistency, and confidence

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Performance Appraisals

Align effort with strategy, empower growth, and make every appraisal count

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Customer Relationship Management

Build stronger relationships, track every interaction, and stay one step ahead—with clarity and care

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FAQ: Part 1

Get answers to some questions about Epic — from strategy and HR to service, compliance, and reporting. It shows how Epic keeps your business running seamlessly in one place.

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FAQ: Part 2

Get answers to some questions about Epic — from strategy and HR to service, compliance, and reporting. It shows how Epic keeps your business running seamlessly in one place.

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Managing AI Agents in the Workforce - Felix Cheung

Understanding how AI agents can augment human capability, improve productivity and reshape the future of work.

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Company Videos

Company Videos enables organisations to create and share training videos with employees, ensuring consistent learning across teams. Staff can watch videos, complete quizzes to assess understanding, and access content on both desktop and mobile devices, with support for multilingual subtitles and AI-generated quiz questions.

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