Every guide, one place

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 to Lead → Lead to Opportunity → Opportunity to Quote → Quote to Order → Order to Cash

Top-level pillar

Data & Analytics

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

Projects and Portfolio (PPM)

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

PMO & Programme Governance

Programme Governance

Top-level pillar

Integration

Top-level pillar

Security & Identity

Top-level pillar

PMO & Programme Governance

PMO & Programme Governance

Cutover & Go-Live

Top-level pillar

Atlas

Top-level pillar

Guides

Accounts Payable

Payments

Top-level pillar

Supply Chain Management

Inventory management, order processing, procurement, and logistics.

Supplier Management → Purchase Ordering → Goods Receiving → Inventory Control → Order Fulfilment → Logistics Management

Top-level pillar

Manufacturing

Production planning, materials management, product lifecycle management, and quality control.

Product Design → Bill of Materials Setup → Production Planning → Manufacturing → Quality Control → Product Delivery

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

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 & 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

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

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

Integration

Development Standards

Integration

Integration Catalogue

Integration

Environment and Deployment Management

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

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

Finding the One