Integral ERP Design

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Integral ERP Design by Mind Map: Integral ERP Design

1. Core Models

1.1. /users/

1.1.1. Users

1.1.2. Teams (sets of users) Owners Managers Employees Contractors Customers/Clients Suppliers

1.1.3. Roles (set of permissions granted to users or teams) Tech admin Accountant HR manager

1.2. /accounting/

1.2.1. Accounts

1.2.2. Transactions

1.3. /tasks/

1.3.1. Tasks Operational (recurring or responsive) Deliverable (well defined end-goal)

1.3.2. Projects (collections of deliverable tasks)

1.3.3. Operations (collections of recurring tasks) Meetings

1.4. /goods/

1.5. /calendar/

1.6. /notes/

1.7. /suppliers/

1.8. /employees/

1.9. /customers/

2. Default Apps/Modules

2.1. Accounting

2.2. Project Management

2.3. Inventory

2.4. Customer Relation Management

2.5. Manufacturing

2.6. Costing

2.7. Human Resources

2.7.1. Manage employees, positions and responsibilities, heirarchy of th

2.8. Hiring

2.9. Support & Issue Tracking

2.10. Business Planning

2.11. Internal Documentation

2.12. eCommerce

2.13. Budgeting?

3. User Stories


4.1. Project Views

4.1.1. Kanban

4.1.2. Gantt

4.1.3. Burndown

4.1.4. Project tree

4.1.5. Project calendar

4.1.6. Agile? waterfall? lean? maybe include 'templates' which can be attached to projects?

4.1.7. Deliverables/user stories?

5. Core Utilities

5.1. Activities (Stream)

5.1.1. Edit History - i.e. logs

5.1.2. User Notifications: reminders, warnings, announcements, etc. Should we have customizable Slack channels which match the internal 'notifications channels'?

5.2. Email (integration only)

5.3. Export/Print

5.3.1. PDF

5.3.2. CSV

5.4. File Storage (simulated - integration only)

5.4.1. Dropbox

5.4.2. Box

5.4.3. Google Docs

5.4.4. Hubdoc

5.4.5. Microsoft products (?)

5.5. Messaging (simulated - integration only)

5.5.1. Slack

5.5.2. Activity/Notification integration

5.6. Calendar

5.7. Credentials (passwords)

6. Global Plugins

6.1. Form autocomplete

6.2. Search


6.4. Internationalization

7. Technical Specifications

7.1. Server/infrastructure setup (python, django, ubuntu, docker, heroku)

7.2. Database (PostgreSQL - also, database backups are accomplished how?)

7.3. Redis/celery/cassandra?

8. (Ideas not yet developed)

8.1. Project Management


8.1.2. Specification should answer... who - who is assigned to the project (who is responsible) what - are the deliverables? when - estimated time/deadline where (location specific? regions?) why - business value how - project breakdown (i.e. task plan)

8.1.3. Ability to assign colour codes for specific things? (tags, status, category, team)

8.1.4. filters: per project, per user, per team... per tags

8.1.5. Types of projects (include as templates, with features pre-configured?) Research - goal is to answer a question Product development/design Make a choice among options construction project custom manufacturing? services - freelance, consultation, contract, commission information campaign, advertising/marketing

8.2. Company docs overlay

8.2.1. i.e. somewhere, a company can add their policies, processes, and maybe a wiki or some guides as to how to do things or what the process is. Then, you can overlay relevant info over apps? (seems like an interesting idea to explore)

8.3. misc software development notes

8.3.1. there is a beauuutiful user interface @ Slack > Inviting People

8.3.2. awesome idea: give account credit for a web service in exchange for answering survey questions, or tweeting!

8.4. Design your own virtual desktop: bring together various widgets/apps in order to have exactly what you want laid out in front of you. (vis a vis the goals of customization and flexibility)