ERP

Functionality Legend

ERP - V1

• Needs Development
• Strategic Direction Unresolved
• Ready
• Likely Not Required

Spark

All Staff - 235

• Credit Card Processing
• Purchase Order Creation
• Quote Entry

• Expense Claim Creation - inc mileage (App)
• Timesheet Creation
• Leave Request Creation
• Flexitime/Overtime Creation
• Update Details, Employment (Superannuation), Banks Accounts
• Pay Advices and Payment Summaries

Financial and HR Delegates - 29

• Leave Request Approval
• WIP Management and Invoice Creation
• Portfolio Performance
• Project Planning
• People and Positions
• Organisation Chart

• Expense Claim Approval
• Credit Card Approval
• Purchase Order Approval
• Bill Approval (inc Compliance Check)
• Invoice Approval
• Quote Approval
• Credit Note Approval

Financial Delegations Policy

Revenue and Billing Policy

Project Costing Policy

Finance Staff

• FBT Identification

or

Engine for all ApprovalMax functions:

• Projects
• Payroll
• Expenses Claims
• Accounts Payable (Purchase Orders, Bills, Credit Notes and Remittance)
• Contacts
• General Ledger

etc.

Engine for certain Spark functions:

• Accounts Receivable (Quotes, Invoices, Credit Notes, Invoice Reminders and Statements)

For resolution:

• Expense claims (inc mileage) vs batch expense claims vs credit card
• Flexitime/Overtime
• Scheduling solution

Requirements:

• Timesheet approval to be removed
• Managers not being further delegated, Directors being further delegated is not a problem
• Directors being allowed to approve all leave not just <4 weeks

Alternatives:

• Expense claim creation could be driven by mobile app
• Timesheet Creation, WIP Management and Invoice Creation could be driven a standalone solution

Notes:

• Bills vs Invoice terminology
• ApprovalMax has a web native app
• Reporting is native across all solutions and Spark will feed live dashboards
• Spark permissions need to be defined
• Spark will generate People, Production and Output plans

Out of Scope:

• Incident reporting, On-boarding and Offboarding, Application to Hire, PDP, L and D, Online Learning, Annual Compliance, Qualification Management, Talent Management, Employee Records, Higher Duties Management, OHS and Records Management

Other functions:

• Assets
• Bank Reconciliation
• Journals and Recoding
• Audit Log and Assurance Dashboard