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ERP ATLASAPPNEURALOperationsP2Reference
Consulting ERP
Full nameConsulting Practice ERP
Consulting Practice ERP for Consultants, coaches and mentors. Composes 10 independently scoped Micro-ERPs, 30 role-based applications and 60 optional extension mappings.
Micro-ERP configurations10
Application configurations30
Extension mappings60
LifecycleReference
ERP composition
Micro-ERPs in this ERP 10
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Micro-ERP
Sales & Proposals
Full nameConsulting Sales and Proposals Micro ERP
Enquiries, quotations and follow-ups need one customer history.
Micro-ERPConsultation Appointment Scheduling
Full nameConsulting Consultation Appointment Scheduling Micro ERP
Availability, bookings, queues, visits and appointment fees need connected scheduling.
Micro-ERPEngagement Delivery
Full nameConsulting Engagement Delivery Micro ERP
Tasks, resource allocation, work logs, costs and approvals need one project record.
Micro-ERPCoaching Courses & Assignments
Full nameConsulting Coaching Courses and Assignments Micro ERP
Courses, enrolments, class activities and learner progress need connected records.
Micro-ERPSession Packages & Memberships
Full nameConsulting Session Packages and Memberships Micro ERP
Member status, entitlements, usage and renewals need a common membership ledger.
Micro-ERPBilling & Collections
Full nameConsulting Billing and Collections Micro ERP
Bills, payments, refunds and balances need to reconcile.
About this erp
Purpose and scope
Consulting Practice ERP for Consultants, coaches and mentors. Composes 10 independently scoped Micro-ERPs, 30 role-based applications and 60 optional extension mappings.
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Configuration prefix
- Consulting
- Operating model
- Industry-specific composition of standalone Micro-ERPs with role-based applications and optional host-dependent extensions.
- Readiness
- Source-defined reference configuration; implementation and production readiness have not been verified.
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Connected catalog
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30 linked records · showing 12
Application
Sales & Proposals: Sales Representative
Full nameConsulting Sales Representative App
Capture enquiries, prepare quotations and record follow-ups.
ApplicationSales & Proposals: Customer Enquiry
Full nameConsulting Customer Enquiry App
Submit requirements, view quotations and accept a proposed offer.
ApplicationSales & Proposals: Sales Manager
Full nameConsulting Sales Manager App
Assign enquiries, approve quotations and review pipeline progress.
ApplicationConsultation Appointment Scheduling: Front Desk Scheduling
Full nameConsulting Front Desk Scheduling App
Book appointments, manage arrivals and coordinate the queue.
ApplicationConsultation Appointment Scheduling: Provider Schedule
Full nameConsulting Provider Schedule App
Review the schedule, manage availability and record visit completion.
ApplicationConsultation Appointment Scheduling: Client Booking
Full nameConsulting Client Booking App
Book, reschedule or cancel eligible appointments and pay fees.
ApplicationEngagement Delivery: Project Manager
Full nameConsulting Project Manager App
Plan tasks, assign resources and review costs and progress.
ApplicationEngagement Delivery: Project Team
Full nameConsulting Project Team App
View assigned work, record time and submit progress evidence.
ApplicationEngagement Delivery: Project Client
Full nameConsulting Project Client App
Review deliverables, submit feedback and approve milestones.
ApplicationCoaching Courses & Assignments: Instructor
Full nameConsulting Instructor App
Schedule classes, assign activities and review learner submissions.
ApplicationCoaching Courses & Assignments: Learner
Full nameConsulting Learner App
Access lessons, submit assignments and track assigned work.
ApplicationCoaching Courses & Assignments: Learning Coordinator
Full nameConsulting Learning Coordinator App
Manage batches, allocate instructors and review learner progress.