When explaining the 10 default ERP modules that are part of the project, it’s

essential to focus on their core functionalities and how they contribute to the overall
ERP system. Below is an in-depth explanation of each module, along with their sub-
modules, use in the project, and dependencies.

1. CRM (Customer Relationship Management)

Key Elements:

• Lead Management: Capture and track leads from various sources.

• Opportunity Management: Manage sales opportunities and conversion processes.
• Customer Data: Store and maintain customer information, including contact
details, preferences, and interactions.
• Sales Pipeline Management: Visualize and manage sales progress.
• Task and Activity Tracking: Keep track of customer follow-ups and activities.

Use in the Project:

• This module is essential for managing client relationships and improving customer
interactions across departments like sales and support.

Dependencies:

• Integration with Invoice Management: To ensure that customer transactions are

properly reflected in the system.
• Data Flow: CRM data should flow into the finance and reporting systems for
accurate financial and performance analysis.

2. Project Management- compass

Key Elements:

• Task and Milestone Tracking: Create tasks, assign roles, and track progress on
each task.
• Resource Management: Allocate human and material resources to projects
efficiently.
• Gantt Charts & Project Timelines: Visual tools to monitor project progress.
• Budgeting: Set project budgets and track expenses.
• Time Tracking: Monitor time spent on each task.

Use in the Project:

• This module helps track project progress, ensuring that all tasks related to ERP
implementation are on time and within budget.

Dependencies:
• Finance and Accounting: For monitoring project costs and ensuring they align with
the overall budget.
• HR Module: For assigning the right personnel to specific tasks and projects.

3. Human Resource (HR)- Omnidesk

Key Elements:

• Attendence-checkin-checkout time.
Delay THROUGH GPS
Employee Management: Store and manage employee details.
• Payroll Management: Automate the calculation of employee salaries, deductions,
and bonuses.
• Leave Management: Track employee leave and absences.
• Attendance Tracking: Record and analyze attendance data.
• Recruitment: Manage the recruitment process from job posting to hiring.
Goal Setting: Define performance goals for employees.
• Appraisal Management: Conduct performance reviews and appraisals.
• Feedback Mechanisms: Gather feedback from peers and supervisors.
• KPI Tracking: Monitor key performance indicators (KPIs) for each role.
• Training and Development: Identify training needs based on performance gaps.

Backend- Java
Frontend- React JS
DB-Oracle

Use in the Project:

• The HR module is essential for managing the workforce and ensuring that
employee data is integrated across the system.

Dependencies:

• Payroll Integration: Ensure payroll data integrates smoothly with finance for
accurate salary disbursements.
• Leave Management: Needs to integrate with the scheduling system to ensure
projects are not affected by employee leaves.

4. Performance Management (PMS)

Key Elements:

• Goal Setting: Define performance goals for employees.

• Appraisal Management: Conduct performance reviews and appraisals.
• Feedback Mechanisms: Gather feedback from peers and supervisors.
• KPI Tracking: Monitor key performance indicators (KPIs) for each role.
• Training and Development: Identify training needs based on performance gaps.

Use in the Project:

• Performance management ensures that the team is meeting goals and identifies
areas for improvement, which can impact overall project success.

Dependencies:

• HR Module: Employee data from HR needs to flow into PMS to assess performance
and suggest improvement plans.

5. Finance & Accounting

Key Elements:

• General Ledger: Record all financial transactions.

• Accounts Payable & Receivable: Manage incoming payments from clients and
outgoing payments to vendors.
• Bank Reconciliation: Ensure bank statements match accounting records.
• Budgeting & Forecasting: Set and track financial goals.
• Expense Management: Track project and operational expenses.

Use in the Project:

• This is a core module for managing the financial health of the organization,
tracking project costs, vendor payments, and generating financial reports.

Dependencies:

• Invoice Management: To ensure that all sales and transactions are correctly
accounted for.
• Procurement: To manage vendor payments and ensure budget adherence.

6. Invoice Management

Key Elements:

• Invoice Generation: Automatically create and send invoices based on sales and
transactions.
• Payment Tracking: Track payments and flag overdue invoices.
• Recurring Invoices: Set up schedules for recurring transactions.
• Tax Compliance: Calculate and apply taxes on invoices.
• Payment Gateway Integration: Enable online payments through integrated
gateways.

Use in the Project:

• Ensures timely and accurate billing, tracks payments, and ensures cash flow
remains positive throughout the ERP deployment.

Dependencies:

• CRM: Customer data should automatically flow into Invoice Management for
seamless invoicing.
• Finance Module: Ensures that financial records are up to date with invoicing data.

7. Compliance Management System

Key Elements:

• Regulatory Tracking: Monitor relevant industry regulations and legal requirements.

• Audit Trails: Keep a record of all financial and operational activities.
• Risk Management: Identify and mitigate compliance risks.
• Document Management: Store important compliance documents.
• Reporting: Generate compliance reports as required by authorities.

Use in the Project:

• Helps the organization remain compliant with industry regulations, ensuring that
the ERP system meets all legal requirements.

Dependencies:

• Finance & Accounting: Compliance data related to finance must be accurate and
up to date.
• HR: Compliance with labor laws and regulations.

8. Asset Management

Key Elements:

• Asset Tracking: Track the lifecycle of company assets, including purchase, usage,
and disposal.
• Depreciation Management: Automatically calculate asset depreciation.
• Maintenance Scheduling: Set up routine maintenance for assets.
• Asset Valuation: Keep track of asset values for financial reporting.
• Inventory Integration: Ensure assets are linked to the inventory system.

Use in the Project:

• Ensures the organization can manage and track its physical and intangible assets
effectively during and after the ERP implementation.

Dependencies:

• Finance & Accounting: Depreciation and valuation data flow into financial reports.
• Procurement: For acquiring new assets and updating asset records.

9. Procurement Management

Key Elements:

• Vendor Management: Store vendor data and track relationships.

• Purchase Orders: Generate and track purchase orders.
• Inventory Integration: Ensure that purchases are reflected in the inventory
system.
• Approval Workflow: Set up workflows for purchase approvals.
• Contract Management: Manage and store vendor contracts.

Use in the Project:

• The procurement module streamlines vendor interaction and purchasing activities,

ensuring that materials and services needed for the project are acquired on time.

Dependencies:

• Finance: For managing vendor payments and tracking procurement costs.

• Invoice Management: Purchase orders should align with invoices for accurate
record-keeping.

10. Leave Management System

Key Elements:

• Leave Requests: Employees can apply for leaves through the system.
• Leave Balances: Track and calculate remaining leaves.
• Approval Workflow: Set up workflows for leave approvals.
• Integration with Payroll: Ensure that leaves are accurately reflected in payroll.
• Leave Types: Define and manage different types of leaves (sick, annual, etc.).

Use in the Project:

• Helps manage employee leave, ensuring minimal disruption to ongoing projects

and operations.

Dependencies:
• HR: Integration with the employee records for accurate leave tracking.
• Payroll: Leave days need to be accounted for during salary processing.

Non-Default Modules and How to Implement Them

Now, let’s look at the remaining 9 non-default modules, how they fit into the project,
and how they can be implemented using the default ERP points.

11. Bid Management

Integration with: Project Management

• Utilize project management for task allocation and progress tracking in bid-related
tasks.
• Custom workflows can be created for bid approvals and vendor management.

12. Contact Management

Integration with: CRM

• Store and manage contact details of clients, partners, and vendors.

• Extend the CRM module with custom fields to track additional contact data if
needed.

13. Travel Desk

Integration with: Asset Management, Finance

• Manage travel requests and bookings using the procurement module for vendor
contracts and travel services.
• Track travel expenses and employee itineraries using finance and project modules.

14. Guest House Booking

Integration with: Procurement, Asset Management

• Create custom forms for guest house bookings, which integrate with procurement
and asset management for tracking expenses and maintenance.

15. MSC Helpdesk

Integration with: CRM, Project Management

• Use the CRM to manage support tickets and requests.

• Project management can track helpdesk resolution times and team workloads.

16. Claim Management System

Integration with: Finance, HR

• Track and process claims through the finance system.

• Integrate with HR to manage employee-related claims.

17. Vendor Payment Tracking

Integration with: Procurement, Finance

• Track vendor payments directly through procurement, integrating them with the
finance module for accurate financial records.

18. Warranty/AMC Management

Integration with: Asset Management

• Extend asset management functionalities to include warranty and AMC tracking

for assets.

19. Employee Gate Pass

Integration with: HR, Compliance

• Manage employee gate passes through custom workflows in the HR module.

• Ensure compliance with security regulations via the compliance module.

By integrating these 10 ERP modules and extending them with custom workflows
and fields, the project will be well-positioned to streamline operations across
departments.