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Top-level pillar
Financial Accounting
General ledger, accounts payable, accounts receivable, asset management, and cash management.
Transaction Entry → General Ledger Posting → Trial Balance → Financial Reporting → Auditing
Top-level pillar
Customer Relationship Management
Sales force automation, customer support, marketing, and field service.
Contact Management → Lead Tracking → Opportunity Management → Sales Order Processing → Customer Support → Feedback & Improvement
Top-level pillar
Data Services
Reporting, analytics, data warehousing, and business intelligence.
Data Collection → Data Cleansing → Data Analysis → Data Reporting → Decision Making Support
Top-level pillar
Enterprise Asset Management
Maintenance scheduling, asset lifecycle management, and energy management.
Asset Tracking → Preventive Maintenance Scheduling → Work Order Management → Asset Performance Monitoring → Replacement Planning
Top-level pillar
Project Management
Project planning, resource planning, project costing, work breakdown structure, and billing.
Project Setup → Task Assignment → Progress Tracking → Resource Management → Budget Control → Project Reporting
Top-level pillar
Human Capital Management
Core employee records, payroll, time and attendance, talent, learning, benefits and compliance.
Hire → Employee Record → Pay and Entitlements → Time and Attendance → Performance and Development → Exit
Top-level pillar
Governance
Top-level pillar
Integration
Top-level pillar
Security
Top-level pillar
PMO
Top-level pillar
Go Live Toolkit
Top-level pillar
Atlas
Top-level pillar
Guides
Top-level pillar
Payments
financial accounting
Accounts Payable
Invoice Receipt → 3-Way Match → Payment Approval → Payment Disbursement
financial accounting
Accounts Receivable
Billing Creation → Payment Tracking → Collections Management → Revenue Recognition
accounts payable
3-Way Matching
accounts payable
AP Automation
financial accounting
General Ledger
Central repository for accounting data.
Transactions Entry → Posting → Trial Balance → Financial Reporting
financial accounting
Cash Management
Managing cash flow and liquidity.
Cash Forecasting → Daily Cash Update → Cash Positioning → Funds Transfer
cash management
Bank Reconciliation
financial accounting
Asset Management
Asset Acquisition → Depreciation Calculation → Asset Maintenance → Asset Disposal
payments
EFT Files
payments
ABA
data services
Business Intelligence
Using data to inform strategic decisions.
Query Formulation → Data Visualization → Trend Identification → Decision Support
data services
Data Models
Applying statistical analysis to business data.
Data Collection → Model Building → Data Analysis → Insight Generation
data services
Data Warehousing
Consolidating data from various sources.
Data Extraction → Data Transformation → Data Loading → Data Maintenance
data services
Data Migration
customer relationship management
Customer Support
Managing customer service operations.
Lead Capture → Lead Assignment → Opportunity Management → Order Closure
customer relationship management
Field Service
Managing field service operations.
Service Request Receipt → Technician Dispatch → Service Provision → Service Confirmation
enterprise asset management
Asset Lifecycle Management
enterprise asset management
Energy Management
Monitoring and managing energy consumption.
human capital management
Benefits
Administering employee benefits programs.
Enrollment Processing → Eligibility Verification → Benefits Administration → Reporting
human capital management
Compliance
Ensuring adherence to labor laws and regulations.
Policy Dissemination → Compliance Monitoring → Incident Reporting → Corrective Action
human capital management
Core HR
The system of record for people: the employee master, the position and reporting structure, and the effective-dated history every other process reads from.
Position Approval → Hire → Employee Record Created → Assignment and Reporting Line → Effective-Dated Changes → Termination
core hr
Org and Position Management
Legal entities, business units, cost centres, positions and the reporting lines that hang off them.
Org Design → Position Creation → Funding and Grade → Reporting Line → Vacancy Release
core hr
Employee Self Service
The employee and manager front door to HR transactions, with approval routing behind it.
Request Raised → Validation → Approval → Record Updated → Notification
core hr
Onboarding
Turning an accepted offer into a provisioned, paid, productive employee.
Offer Acceptance → Pre-boarding → Day One → Provisioning → Probation Review
core hr
Offboarding
Ending employment cleanly: final pay, access revocation, asset return and records retention.
Notice → Final Pay Calculation → Access Revocation → Asset Return → Records Retention
human capital management
Payroll
Calculating, approving, paying and reporting employee pay, deductions and statutory obligations.
Input Cut-off → Calculation → Validation → Approval → Disbursement → Posting and Reporting
payroll
Payroll Automation
The layer that removes the handling between time capture, pay calculation, payment and statutory reporting.
payroll
Superannuation
Employer retirement contributions calculated on ordinary time earnings and paid to employee-nominated funds.
Contribution Calculation → Fund Validation → Clearing House Submission → Reconciliation
payroll
Single Touch Payroll
Reporting salary, withholding and superannuation to the ATO each time employees are paid.
Pay Run Finalised → Pay Event Assembled → ATO Lodgement → Response Handling → EOFY Finalisation
human capital management
Time and Attendance
Capturing worked time and converting it into pay, cost and compliance outcomes.
Roster Published → Time Captured → Exceptions Cleared → Manager Approval → Interpretation → Payroll Input
time and attendance
Rostering and Scheduling
Planning who works when, against demand, skills, availability and rule constraints.
Demand Forecast → Shift Build → Availability and Skills Match → Publish → Shift Swaps
time and attendance
Leave Management
Accruing, requesting, approving and paying absence.
Accrual → Request → Approval → Balance Update → Payroll Input
time and attendance
Award Interpretation
Applying award, agreement and policy rules to raw worked time to produce payable hours.
Raw Time → Rule Set Applied → Overtime and Penalties → Allowances → Payable Hours
human capital management
Talent Acquisition
Attracting, assessing and hiring people into approved positions.
Vacancy Approval → Sourcing → Screening → Interview → Offer → Acceptance
human capital management
Performance Management
Setting expectations, reviewing delivery and acting on the outcome.
Goal Setting → Check-ins → Review → Calibration → Outcome and Development Plan
human capital management
Learning and Development
Assigning, delivering and evidencing training, including mandatory compliance training.
Needs Analysis → Curriculum Assignment → Delivery → Completion Evidence → Compliance Reporting
human capital management
Workforce Analytics
Headcount, turnover, cost and capability reporting drawn from the HR system of record.
Data Consolidation → Measure Definition → Reporting → Workforce Planning
project management
Billing
Invoicing clients for project work.
Billable Work Identification → Invoice Generation → Payment Tracking → Revenue Recognition
governance
Actions and Decisions
governance
Change Requests
governance
Functional Specifications
governance
Technical Specifications
governance
SoD and RBAC
integration
Development Standards
integration
Integration Catalogue
integration
Environment and Deployment Management
security
BCP
security
Disaster Recovery
pmo
Cutover and Go Live
pmo
Comprehensive Guide to ERP Project Budgeting: Ensuring Financial Health Amidst Complexity
go live toolkit
Cutover Checklist
go live toolkit
Functional Module Implementation
atlas
Ask for Help
atlas
Be a Hero
atlas
Change is the word
atlas
Ditch the Dirty Talk
atlas
Empower People
guides
ERP Health Check
guides
Digital Transformation Readiness Checklist
guides