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ERP ATLASAPPNEURALOperationsP2Reference
Agencies & Consultancies ERP
A client-service agency or consultancy delivering scoped projects and ongoing retainers using specialist teams and approved external partners.
Micro-ERP configurations8
Conditional common pool configurations23
LifecycleReference
ERP composition
Micro-ERPs in this ERP 31
Explore every Micro-ERP linked to Agencies & Consultancies ERP. Open a record to see its applications and extensions.
Micro-ERP
Agency & Campaign Management MicroERP
Delivered campaign/retainer with outcome report
Micro-ERPCustomer & Opportunity Management MicroERP
Qualified customer/opportunity and documented sales handover
Micro-ERPDigital Asset Management MicroERP
Approved discoverable licensed assets and delivery trace
Micro-ERPField Service Management MicroERP
Accepted mobile job and reconciled service obligation
Micro-ERPHelpdesk & Support MicroERP
Resolved case or controlled warranty/remedy outcome
Micro-ERPPricing & Promotions MicroERP
Approved effective price/promotion policy and accountable exceptions
About this erp
Purpose and scope
A client-service agency or consultancy delivering scoped projects and ongoing retainers using specialist teams and approved external partners.
- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Operating model
- A client-service agency or consultancy delivering scoped projects and ongoing retainers using specialist teams and approved external partners.
- Feature modules
- 48
- Primary workflow
- Compose canonical functional MicroERPs; preserve each module operating trigger.
- Dependencies
- Shared Platform and applicable functional MicroERPs
- Enablement
- Apply each source operating trigger and user permissions; list membership is not automatic enablement.
- Direct functional MicroERPs
- 8
- Conditional common-pool MicroERPs
- 23
- Source assignments
- [{"key": "agency-client-onboarding", "owner": "project-management", "assignmentId": "ERP-38-M001", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "agency-management"}, {"key": "agency-discovery-research", "owner": "project-management", "assignmentId": "ERP-38-M002", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "agency-management"}, {"key": "agency-service-packages", "owner": "project-management", "assignmentId": "ERP-38-M003", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "agency-management"}, {"key": "agency-creative-briefs", "owner": "project-management", "assignmentId": "ERP-38-M004", "necessity": "Conditional", "appliesWhen": "The agency provides design, content, branding or campaign production.", "functionalProduct": "agency-management"}, {"key": "agency-campaign-planning", "owner": "project-management", "assignmentId": "ERP-38-M005", "necessity": "Conditional", "appliesWhen": "The agency manages multi-asset or multichannel campaigns.", "functionalProduct": "agency-management"}, {"key": "agency-content-calendar", "owner": "project-management", "assignmentId": "ERP-38-M006", "necessity": "Conditional", "appliesWhen": "The agency delivers recurring content or social publishing services.", "functionalProduct": "agency-management"}, {"key": "agency-creative-production", "owner": "project-management", "assignmentId": "ERP-38-M007", "necessity": "Conditional", "appliesWhen": "The agency produces creative assets, media or design deliverables.", "functionalProduct": "agency-management"}, {"key": "brand-guideline-control", "owner": "project-management", "assignmentId": "ERP-38-M008", "necessity": "Conditional", "appliesWhen": "The agency manages client brand assets or brand implementation.", "functionalProduct": "digital-asset-management"}, {"key": "creative-rights-register", "owner": "project-management", "assignmentId": "ERP-38-M009", "necessity": "Conditional", "appliesWhen": "Deliverables use licensed stock, talent, music, fonts or other third-party material.", "functionalProduct": "digital-asset-management"}, {"key": "agency-production-delivery-formats", "owner": "project-management", "assignmentId": "ERP-38-M010", "necessity": "Conditional", "appliesWhen": "The agency delivers files requiring multiple technical formats or channel variants.", "functionalProduct": "agency-management"}, {"key": "agency-media-spend-control", "owner": "project-management", "assignmentId": "ERP-38-M011", "necessity": "Conditional", "appliesWhen": "The agency administers client advertising or media budgets.", "functionalProduct": "agency-management"}, {"key": "agency-channel-setup", "owner": "project-management", "assignmentId": "ERP-38-M012", "necessity": "Conditional", "appliesWhen": "The engagement includes configuration of client-owned advertising or publishing channels.", "functionalProduct": "agency-management"}, {"key": "agency-measurement-plans", "owner": "project-management", "assignmentId": "ERP-38-M013", "necessity": "Conditional", "appliesWhen": "The agency is accountable for campaign or digital-performance reporting.", "functionalProduct": "agency-management"}, {"key": "agency-performance-reporting", "owner": "project-management", "assignmentId": "ERP-38-M014", "necessity": "Conditional", "appliesWhen": "The engagement includes recurring marketing or service-performance reporting.", "functionalProduct": "agency-management"}, {"key": "agency-partner-resourcing", "owner": "project-management", "assignmentId": "ERP-38-M015", "necessity": "Conditional", "appliesWhen": "The agency uses freelancers or delivery partners.", "functionalProduct": "agency-management"}, {"key": "agency-client-backlog", "owner": "project-management", "assignmentId": "ERP-38-M016", "necessity": "Conditional", "appliesWhen": "The client receives recurring or retainer-based agency services.", "functionalProduct": "agency-management"}, {"key": "agency-workshop-delivery", "owner": "project-management", "assignmentId": "ERP-38-M017", "necessity": "Conditional", "appliesWhen": "The consultancy delivers facilitated discovery, strategy or training workshops.", "functionalProduct": "agency-management"}, {"key": "agency-strategy-roadmaps", "owner": "project-management", "assignmentId": "ERP-38-M018", "necessity": "Conditional", "appliesWhen": "The engagement includes strategy or advisory deliverables.", "functionalProduct": "agency-management"}, {"key": "agency-experiment-management", "owner": "project-management", "assignmentId": "ERP-38-M019", "necessity": "Advanced", "appliesWhen": "The engagement has sufficient traffic or observations for structured experiments.", "functionalProduct": "agency-management"}, {"key": "agency-launch-readiness", "owner": "project-management", "assignmentId": "ERP-38-M020", "necessity": "Conditional", "appliesWhen": "The agency coordinates public campaign or digital-deliverable launches.", "functionalProduct": "agency-management"}, {"key": "agency-pitch-production", "owner": "project-management", "assignmentId": "ERP-38-M021", "necessity": "Conditional", "appliesWhen": "Winning work requires substantial competitive pitches or formal proposals.", "functionalProduct": "agency-management"}, {"key": "agency-client-review-cadence", "owner": "project-management", "assignmentId": "ERP-38-M022", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "agency-management"}, {"key": "agency-engagement-health", "owner": "project-management", "assignmentId": "ERP-38-M023", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "agency-management"}, {"key": "project-scope-planning", "owner": "project-management", "assignmentId": "ERP-38-M024", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "project-resource-booking", "owner": "project-management", "assignmentId": "ERP-38-M025", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "deliverable-review", "owner": "project-management", "assignmentId": "ERP-38-M026", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "project-budget-control", "owner": "project-management", "assignmentId": "ERP-38-M027", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "time-and-material-recovery", "owner": "project-management", "assignmentId": "ERP-38-M028", "necessity": "Conditional", "appliesWhen": "The engagement is time-and-material or reimburses documented effort and materials.", "functionalProduct": "project-management"}, {"key": "milestone-acceptance", "owner": "project-management", "assignmentId": "ERP-38-M029", "necessity": "Conditional", "appliesWhen": "Contracts tie payment or progress charges to deliverables or milestones.", "functionalProduct": "project-management"}, {"key": "client-retainer-utilization", "owner": "project-management", "assignmentId": "ERP-38-M030", "necessity": "Conditional", "appliesWhen": "Clients purchase a recurring allowance or capacity retainer.", "functionalProduct": "project-management"}, {"key": "pass-through-cost-control", "owner": "project-management", "assignmentId": "ERP-38-M031", "necessity": "Conditional", "appliesWhen": "Third-party purchases or expenses are rechargeable to the client.", "functionalProduct": "project-management"}, {"key": "project-closeout", "owner": "project-management", "assignmentId": "ERP-38-M032", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "project-risk-issues", "owner": "project-management", "assignmentId": "ERP-38-M033", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "project-dependency-control", "owner": "project-management", "assignmentId": "ERP-38-M034", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "delivery-capacity-forecast", "owner": "project-management", "assignmentId": "ERP-38-M035", "necessity": "Advanced", "appliesWhen": "Multiple concurrent projects require forward capacity and scenario planning.", "functionalProduct": "project-management"}, {"key": "project-commercial-disputes", "owner": "project-management", "assignmentId": "ERP-38-M036", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "engagement-suspension-termination", "owner": "project-management", "assignmentId": "ERP-38-M037", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "customer-work-intake", "owner": "crm-and-customers", "assignmentId": "ERP-38-M038", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "commercial-feasibility-review", "owner": "crm-and-customers", "assignmentId": "ERP-38-M039", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "quotation-estimating", "owner": "sales-and-billing", "assignmentId": "ERP-38-M040", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "quotation-management"}, {"key": "customer-pricing-agreements", "owner": "crm-and-customers", "assignmentId": "ERP-38-M041", "necessity": "Conditional", "appliesWhen": "Repeat customers have negotiated rates, volume commitments or contract service terms.", "functionalProduct": "pricing-and-promotions"}, {"key": "change-request-control", "owner": "project-management", "assignmentId": "ERP-38-M042", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "customer-work-portal", "owner": "project-management", "assignmentId": "ERP-38-M043", "necessity": "Conditional", "appliesWhen": "Customers need a self-service view of active orders, projects or service work.", "functionalProduct": "project-management"}, {"key": "customer-complaints", "owner": "service-operations", "assignmentId": "ERP-38-M044", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "helpdesk-and-support"}, {"key": "industry-data-bridge", "owner": "shared-platform", "assignmentId": "ERP-38-M045", "necessity": "Conditional", "appliesWhen": "The deployment connects to customer, vendor, device or specialist software systems.", "functionalProduct": "shared-platform"}, {"key": "partner-work-referrals", "owner": "crm-and-customers", "assignmentId": "ERP-38-M046", "necessity": "Conditional", "appliesWhen": "The business uses subcontracted referrals or a partner delivery network.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "job-costing", "owner": "project-management", "assignmentId": "ERP-38-M047", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Agencies & Consultancies.", "functionalProduct": "project-management"}, {"key": "service-renewals", "owner": "service-operations", "assignmentId": "ERP-38-M048", "necessity": "Conditional", "appliesWhen": "The business sells renewable service or support agreements.", "functionalProduct": "field-service-management"}]
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