Easy Resource Planning · Alpha

Making ERP and digital transformation easier for everyone.

ERP programmes connect nearly every part of an organisation, which means small decisions can create expensive problems elsewhere. EZRP turns that complexity into practical maps and field guides so more people can understand the work, spot the pitfalls, and make better decisions.

01 · The system

What is ERP?

Enterprise Resource Planning is the connected system a business uses to run finance, people, customers, supply, operations, assets, projects and reporting. It creates one operational backbone rather than a collection of disconnected tools.

02 · The change

What is digital transformation?

It is not simply installing software. It is changing how work flows across people, process, data and technology—with governance, security, adoption and delivery all shaping whether the change succeeds.

03 · The reality

What is involved?

Strategy and scope, process design, data, integrations, controls, implementation, testing, migration, training, cutover and ongoing improvement. The map below shows how those concerns connect rather than treating them as separate projects.

The knowledge map

See the whole system, then follow the work.

Start at EZRP, move through a business domain, then follow its value streams into the practical guides. Shared concerns connect across the map because transformation never happens in neat departmental boxes.

the map. Hover to trace a chain, drag a node to test the system, click to open it.

FinancePeople/HCMCustomer & RevenueOperationsAssetsProjects & PortfolioData & TechnologyDeliveryFinancial AccountingCustomer Relationship ManagementData & AnalyticsEnterprise Asset ManagementProjects and Portfolio (PPM)Human Capital ManagementIntegrationSecurity & IdentityPMO & Programme GovernanceSupply Chain ManagementManufacturingChange, People & AdoptionRecord-to-ReportProcure-to-PayOrder-to-CashAcquire-to-Retire (Assets)Cash & TreasurySource-to-ContractRequisition-to-ReceiptInvoice-to-PayOrder-to-FulfilFulfil-to-InvoiceInvoice-to-CashHire-to-RetireTime-to-PayPerformance & DevelopmentBenefits & ComplianceRecruit-to-OnboardManage-to-DevelopOffboard-to-ExitCapture-to-ApproveCalculate-to-DisburseReport-to-ComplyLead-to-OrderService-to-ResolutionCampaign-to-ConversionDispatch-to-Done (Field Service)Contact-to-LeadLead-to-OpportunityOpportunity-to-QuoteQuote-to-OrderPlan-to-ReplenishOrder-to-ShipPlan-to-Deliver (Logistics)Design-to-ProductionPlan-to-ProduceQuality-to-ConfidencePlan-to-MaintainDetect-to-Respond (Condition)Acquire-to-Retire (Physical)Idea-to-Investment (Portfolio)Plan-to-Deliver (Project)Resource-to-UtilisationBill-to-RecogniseSource-to-InsightMigrate-to-Steady-StateGovern-to-TrustSpecify-to-Live (Build)Detect-to-Recover (Failure)Identity-to-AccessControl-to-EvidenceDetect-to-Continue (BCP/DR)Initiate-to-GateTrack-to-Decide (Status)Plan-to-Cutover (Go-Live)Awareness-to-AdoptionImpact-to-MitigationTrain-to-CapableGeneral LedgerTransactions EntryPostingTrial BalanceFinancial ReportingBank ReconciliationOrder to CashOrder to FulfilFulfil to InvoiceInvoice to CashAsset ManagementAsset AcquisitionDepreciation CalculationAsset MaintenanceAsset DisposalCash ManagementCash ForecastingDaily Cash UpdateCash PositioningFunds TransferProcurementVendor EvaluationBidding ProcessContract AwardingSupplier Performance ReviewPaymentsAccounts PayableInvoice Receipt3-Way MatchPayment ApprovalPayment Disbursement3-Way MatchingAP AutomationEFT FilesABAOrder ProcessingOrder ReceiptOrder ConfirmationPicking & PackingShippingOrder to FulfilOrder EntryAvailability CheckInventory AllocationPicking and PackingShipping and DeliveryFulfil to InvoiceDelivery ConfirmationBilling Document CreationInvoice GenerationRevenue RecordingAccounts ReceivableBilling CreationPayment TrackingCollections ManagementRevenue RecognitionInvoice to CashInvoice TransmissionPayment TrackingReceipt ApplicationCollectionsReceivables ClearingCore HRPosition ApprovalHireEmployee Record CreatedAssignment and Reporting LineEffective-Dated ChangesTerminationOrg and Position ManagementOrg DesignPosition CreationFunding and GradeReporting LineVacancy ReleaseEmployee Self ServiceRequest RaisedValidationApprovalRecord UpdatedNotificationBenefitsEnrollment ProcessingEligibility VerificationBenefits AdministrationReportingCompliancePolicy DisseminationCompliance MonitoringIncident ReportingCorrective ActionOnboardingOffer AcceptancePre-boardingDay OneProvisioningProbation ReviewTalent AcquisitionVacancy ApprovalSourcingScreeningInterviewOfferAcceptancePerformance ManagementGoal SettingCheck-insReviewCalibrationOutcome and Development PlanLearning and DevelopmentNeeds AnalysisCurriculum AssignmentDeliveryCompletion EvidenceCompliance ReportingWorkforce AnalyticsData ConsolidationMeasure DefinitionReportingWorkforce PlanningOffboardingNoticeFinal Pay CalculationAccess RevocationAsset ReturnRecords RetentionTime and AttendanceRoster PublishedTime CapturedExceptions ClearedManager ApprovalInterpretationPayroll InputRostering and SchedulingDemand ForecastShift BuildAvailability and Skills MatchPublishShift SwapsLeave ManagementAccrualRequestApprovalBalance UpdatePayroll InputAward InterpretationRaw TimeRule Set AppliedOvertime and PenaltiesAllowancesPayable HoursPayrollInput Cut-offCalculationValidationApprovalDisbursementPosting and ReportingPayroll AutomationSuperannuationContribution CalculationFund ValidationClearing House SubmissionReconciliationSingle Touch PayrollPay Run FinalisedPay Event AssembledATO LodgementResponse HandlingEOFY FinalisationSales Force AutomationLead QualificationOpportunity ConversionQuote CreationQuote NegotiationOrder CreationCustomer SupportInquiry InitiationTicket GenerationAssignment and NotificationIssue ResolutionFollow-up and FeedbackMarketing AutomationCampaign CreationAudience TargetingInteraction CaptureLead IdentificationLead ScoringField ServiceService Request CreationService Order ManagementDispatchingService ExecutionBilling and PaymentContact to LeadChannel CaptureConsent and Contact CreationInteraction TrackingLead ScoringLead QualificationLead to OpportunityLead ReviewQualification AssessmentSales HandoverOpportunity CreationPipeline EntryOpportunity to QuoteOpportunity AssessmentNeeds ConfirmationSolution ConfigurationPricingQuote IssueQuote to OrderQuote PresentationNegotiationApprovalAcceptanceOrder CreationInventory ManagementStock MonitoringReorder TriggeringReceiving StockInventory AuditingLogisticsRoute PlanningTransportation ExecutionDelivery TrackingReturn ProcessingProduct Lifecycle ManagementConcept DevelopmentDesign EngineeringPrototype TestingProduct LaunchProduction PlanningSales ForecastingProduction SchedulingWork Order ReleaseProduction MonitoringMaterials ManagementRequisition CreationPurchase Order ManagementInventory ReceiptInventory ReplenishmentQuality ControlInspection PlanningQuality InspectionNon-Conformance HandlingQuality ReportingEnergy ManagementAsset Lifecycle ManagementBillingBillable Work IdentificationInvoice GenerationPayment TrackingRevenue RecognitionBusiness IntelligenceQuery FormulationData VisualizationTrend IdentificationDecision SupportData ModelsData CollectionModel BuildingData AnalysisInsight GenerationData WarehousingData ExtractionData TransformationData LoadingData MaintenanceData MigrationDevelopment StandardsIntegration CatalogueEnvironment and Deployment ManagementSoD and RBACBCPDisaster RecoveryComprehensive Guide to ERP Project Budgeting: Ensuring Financial Health Amidst ComplexityProgramme GovernanceActions and DecisionsChange RequestsFunctional SpecificationsTechnical SpecificationsCutover & Go-LiveCutover and Go LiveCutover ChecklistFunctional Module Implementation

How to use the library

Start wherever the problem is.

The field guide is a working reference, not a course you need to read front to back. Use the path that matches the question in front of you.

  1. Find a topic

    Search for the system, process or delivery challenge you are working through.

  2. Follow the value stream

    See what happens before and after your topic, including where work crosses business domains.

  3. Use the guide in the room

    Bring the definitions, workflows, questions and measures into planning, design and delivery conversations.

The library currently connects 95 guides across 14 top-level areas, and will keep growing during Alpha.

Browse the field guide