Every guide, one place

PMO & Programme Governance

Programme Governance

Top-level pillar

Security & Identity

Top-level pillar

PMO & Programme Governance

PMO & Programme Governance

Cutover & Go-Live

Supply Chain Management

Procurement

Acquiring goods and services.

Vendor Evaluation → Bidding Process → Contract Awarding → Supplier Performance Review

Supply Chain Management

Inventory Management

Tracking stock levels and locations.

Stock Monitoring → Reorder Triggering → Receiving Stock → Inventory Auditing

Supply Chain Management

Order Processing

Managing the order-to-cash cycle.

Order Receipt → Order Confirmation → Picking & Packing → Shipping

Supply Chain Management

Logistics

Coordinating transportation and distribution.

Route Planning → Transportation Execution → Delivery Tracking → Return Processing

Manufacturing

Production Planning

Scheduling manufacturing processes.

Sales Forecasting → Production Scheduling → Work Order Release → Production Monitoring

Manufacturing

Materials Management

Overseeing materials use and procurement.

Requisition Creation → Purchase Order Management → Inventory Receipt → Inventory Replenishment

Manufacturing

Product Lifecycle Management

Managing product development from inception to discontinuation.

Concept Development → Design Engineering → Prototype Testing → Product Launch

Manufacturing

Quality Control

Ensuring product quality standards.

Inspection Planning → Quality Inspection → Non-Conformance Handling → Quality Reporting

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

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

Data & Analytics

Business Intelligence

Using data to inform strategic decisions.

Query Formulation → Data Visualization → Trend Identification → Decision Support

Data & Analytics

Data Models

Applying statistical analysis to business data.

Data Collection → Model Building → Data Analysis → Insight Generation

Data & Analytics

Data Warehousing

Consolidating data from various sources.

Data Extraction → Data Transformation → Data Loading → Data Maintenance

Data & Analytics

Data Migration

Customer Relationship Management

Contact to Lead

Turning interest captured across channels into a scored, qualified lead.

Channel Capture → Consent and Contact Creation → Interaction Tracking → Lead Scoring → Lead Qualification

Customer Relationship Management

Lead to Opportunity

Qualifying a lead, handing it to sales, and converting it into a tracked opportunity.

Lead Review → Qualification Assessment → Sales Handover → Opportunity Creation → Pipeline Entry

Customer Relationship Management

Opportunity to Quote

Assessing whether an opportunity is ready to be priced, and issuing a quote.

Opportunity Assessment → Needs Confirmation → Solution Configuration → Pricing → Quote Issue

Customer Relationship Management

Quote to Order

Negotiating the quote to agreement and converting it into an order.

Quote Presentation → Negotiation → Approval → Acceptance → Order Creation

Financial Accounting

Order to Cash

Executing the order, invoicing it, and collecting the cash.

Order to Fulfil → Fulfil to Invoice → Invoice to Cash

Order to Cash

Order to Fulfil

Order entry through to goods or services delivered.

Order Entry → Availability Check → Inventory Allocation → Picking and Packing → Shipping and Delivery

Order to Cash

Fulfil to Invoice

Turning a completed delivery into a billing document and recorded revenue.

Delivery Confirmation → Billing Document Creation → Invoice Generation → Revenue Recording

Order to Cash

Invoice to Cash

Getting the invoice to the customer and the money into the bank.

Invoice Transmission → Payment Tracking → Receipt Application → Collections → Receivables Clearing

Customer Relationship Management

Marketing Automation

Planning and executing marketing campaigns.

Campaign Creation → Audience Targeting → Interaction Capture → Lead Identification → Lead Scoring

Customer Relationship Management

Sales Force Automation

Streamlining sales processes.

Lead Qualification → Opportunity Conversion → Quote Creation → Quote Negotiation → Order Creation

Customer Relationship Management

Customer Support

Managing customer service operations.

Inquiry Initiation → Ticket Generation → Assignment and Notification → Issue Resolution → Follow-up and Feedback

Customer Relationship Management

Field Service

Managing field service operations.

Service Request Creation → Service Order Management → Dispatching → Service Execution → Billing and Payment

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

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

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

Payroll

Payroll Tax

A state tax on wages, with its own threshold, rate and grouping rules in each jurisdiction.

Liability Assessment → Registration → Monthly Return → Annual Reconciliation → Grouping Review

Payroll

Long Service Leave

A state entitlement accruing with continuous service, and in some industries a portable scheme that follows the worker instead.

Service Recognition → Accrual → Portable Scheme Return → Taking or Cashing Out → Termination Payout

Benefits

Workers Compensation

Cover for work-related injury, run as a separate scheme with its own premium basis in every state and territory.

Policy and Registration → Wage Declaration → Premium Calculation → Claim Lodgement → Return to Work → Reconciliation

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

Projects and Portfolio (PPM)

Project Planning

Structuring a project so it can be delivered, costed and reported against — scope, breakdown, schedule and gates.

Initiation → Work Breakdown → Scheduling → Baseline → Gate Approval → Progress Measurement

Projects and Portfolio (PPM)

Resource Planning

Matching the people and plant a portfolio needs against what it actually has, before commitments are made.

Demand Forecast → Capacity Assessment → Assignment → Utilisation Tracking → Reforecast

Projects and Portfolio (PPM)

Project Costing

Bringing every cost that belongs to a project onto it — contractor, labour, materials and plant — and forecasting what it will finish at.

Budget Allocation → Commitment Capture → Actual Cost Capture → Accrual → Forecast to Complete → Capitalisation or Closure

Projects and Portfolio (PPM)

Billing

Invoicing clients for project work.

Billable Work Identification → Invoice Generation → Payment Tracking → Revenue Recognition

Programme Governance

Actions and Decisions

Programme Governance

Change Requests

Programme Governance

Functional Specifications

Programme Governance

Technical Specifications

Programme Governance

SoD and RBAC

Security & Identity

BCP

Security & Identity

Disaster Recovery

PMO & Programme Governance

Cutover and Go Live

PMO & Programme Governance

Change and Adoption

Not a module anyone ships — a consideration on every programme, and the delivery work that earns the benefits after go-live.

PMO & Programme Governance

Comprehensive Guide to ERP Project Budgeting: Ensuring Financial Health Amidst Complexity

Cutover & Go-Live

Cutover Checklist

Cutover & Go-Live

Functional Module Implementation

Guides

ERP Health Check

Guides

Digital Transformation Readiness Checklist

Guides

Finding the One