- 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
- An IT service provider supporting multiple business customer environments under service agreements, with authorized remote support, customer asset context and controlled technical changes.
- Feature modules
- 59
- 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
- 10
- Conditional common-pool MicroERPs
- 24
- Source assignments
- [{"key": "msp-client-discovery", "owner": "managed-it-services", "assignmentId": "ERP-41-M001", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-configuration-management"}, {"key": "msp-configuration-register", "owner": "managed-it-services", "assignmentId": "ERP-41-M002", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-configuration-management"}, {"key": "msp-service-dependencies", "owner": "managed-it-services", "assignmentId": "ERP-41-M003", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-configuration-management"}, {"key": "msp-service-catalogue", "owner": "managed-it-services", "assignmentId": "ERP-41-M004", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-agreement-coverage", "owner": "managed-it-services", "assignmentId": "ERP-41-M005", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-monitoring-alerts", "owner": "managed-it-services", "assignmentId": "ERP-41-M006", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-major-incidents", "owner": "managed-it-services", "assignmentId": "ERP-41-M007", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-problem-management", "owner": "managed-it-services", "assignmentId": "ERP-41-M008", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-change-release", "owner": "managed-it-services", "assignmentId": "ERP-41-M009", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-change-and-patch-management"}, {"key": "msp-maintenance-windows", "owner": "managed-it-services", "assignmentId": "ERP-41-M010", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-change-and-patch-management"}, {"key": "msp-patch-management", "owner": "managed-it-services", "assignmentId": "ERP-41-M011", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-change-and-patch-management"}, {"key": "msp-remote-support", "owner": "managed-it-services", "assignmentId": "ERP-41-M012", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-endpoint-baselines", "owner": "managed-it-services", "assignmentId": "ERP-41-M013", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-configuration-management"}, {"key": "msp-network-configurations", "owner": "managed-it-services", "assignmentId": "ERP-41-M014", "necessity": "Conditional", "appliesWhen": "The MSP manages customer network infrastructure.", "functionalProduct": "it-configuration-management"}, {"key": "msp-backup-operations", "owner": "managed-it-services", "assignmentId": "ERP-41-M015", "necessity": "Conditional", "appliesWhen": "Managed backup is included in the customer service agreement.", "functionalProduct": "managed-backup-and-recovery"}, {"key": "msp-restore-tests", "owner": "managed-it-services", "assignmentId": "ERP-41-M016", "necessity": "Conditional", "appliesWhen": "The MSP operates or assures customer backup services.", "functionalProduct": "managed-backup-and-recovery"}, {"key": "msp-disaster-recovery", "owner": "managed-it-services", "assignmentId": "ERP-41-M017", "necessity": "Conditional", "appliesWhen": "The client contracts for disaster recovery planning or testing.", "functionalProduct": "managed-backup-and-recovery"}, {"key": "msp-cloud-operations", "owner": "managed-it-services", "assignmentId": "ERP-41-M018", "necessity": "Conditional", "appliesWhen": "The MSP manages customer cloud infrastructure or platforms.", "functionalProduct": "it-configuration-management"}, {"key": "msp-license-subscriptions", "owner": "managed-it-services", "assignmentId": "ERP-41-M019", "necessity": "Conditional", "appliesWhen": "The MSP administers or resells customer software subscriptions.", "functionalProduct": "it-configuration-management"}, {"key": "msp-domain-certificates", "owner": "managed-it-services", "assignmentId": "ERP-41-M020", "necessity": "Conditional", "appliesWhen": "The MSP is responsible for customer domains certificates or hosting.", "functionalProduct": "it-configuration-management"}, {"key": "msp-vendor-cases", "owner": "managed-it-services", "assignmentId": "ERP-41-M021", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-security-remediation", "owner": "managed-it-services", "assignmentId": "ERP-41-M022", "necessity": "Conditional", "appliesWhen": "The MSP provides agreed defensive security monitoring or remediation services.", "functionalProduct": "it-change-and-patch-management"}, {"key": "msp-access-lifecycle", "owner": "managed-it-services", "assignmentId": "ERP-41-M023", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-configuration-management"}, {"key": "msp-hardware-deployment", "owner": "managed-it-services", "assignmentId": "ERP-41-M024", "necessity": "Conditional", "appliesWhen": "The provider supplies or deploys customer hardware.", "functionalProduct": "it-configuration-management"}, {"key": "msp-hardware-disposal", "owner": "managed-it-services", "assignmentId": "ERP-41-M025", "necessity": "Conditional", "appliesWhen": "The provider handles retirement return or disposal of customer equipment.", "functionalProduct": "it-configuration-management"}, {"key": "msp-usage-entitlements", "owner": "managed-it-services", "assignmentId": "ERP-41-M026", "necessity": "Conditional", "appliesWhen": "Customer charges depend on active seats devices consumption or service allowances.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-agreement-profitability", "owner": "managed-it-services", "assignmentId": "ERP-41-M027", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-service-reviews", "owner": "managed-it-services", "assignmentId": "ERP-41-M028", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-technology-roadmaps", "owner": "managed-it-services", "assignmentId": "ERP-41-M029", "necessity": "Conditional", "appliesWhen": "The provider sells ongoing technical advisory or virtual IT leadership services.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-service-transition", "owner": "managed-it-services", "assignmentId": "ERP-41-M030", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-customer-offboarding", "owner": "managed-it-services", "assignmentId": "ERP-41-M031", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-operational-automation", "owner": "managed-it-services", "assignmentId": "ERP-41-M032", "necessity": "Advanced", "appliesWhen": "The MSP operates repeated high-volume tasks and has tested automation controls.", "functionalProduct": "it-change-and-patch-management"}, {"key": "msp-environment-documentation", "owner": "managed-it-services", "assignmentId": "ERP-41-M033", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "it-configuration-management"}, {"key": "msp-coverage-rosters", "owner": "managed-it-services", "assignmentId": "ERP-41-M034", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-client-request-catalogue", "owner": "managed-it-services", "assignmentId": "ERP-41-M035", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "managed-it-service-desk"}, {"key": "msp-availability-reporting", "owner": "managed-it-services", "assignmentId": "ERP-41-M036", "necessity": "Conditional", "appliesWhen": "The customer agreement includes measurable availability commitments.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-service-provider-reconciliation", "owner": "managed-it-services", "assignmentId": "ERP-41-M037", "necessity": "Conditional", "appliesWhen": "The MSP resells third-party licenses cloud services or managed tooling.", "functionalProduct": "managed-service-agreement-management"}, {"key": "msp-project-cutover", "owner": "managed-it-services", "assignmentId": "ERP-41-M038", "necessity": "Conditional", "appliesWhen": "The provider implements migrations rollouts or other customer IT projects.", "functionalProduct": "it-change-and-patch-management"}, {"key": "service-sla-escalation", "owner": "service-operations", "assignmentId": "ERP-41-M039", "necessity": "Core", "appliesWhen": "The reference MSP operates customer service agreements with accepted response and resolution rules.", "functionalProduct": "helpdesk-and-support"}, {"key": "service-request-triage", "owner": "service-operations", "assignmentId": "ERP-41-M040", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "helpdesk-and-support"}, {"key": "onsite-service-dispatch", "owner": "managed-it-services", "assignmentId": "ERP-41-M041", "necessity": "Conditional", "appliesWhen": "The business performs service at customer or field locations.", "functionalProduct": "managed-it-service-desk"}, {"key": "work-order-execution", "owner": "service-operations", "assignmentId": "ERP-41-M042", "necessity": "Conditional", "appliesWhen": "Service work requires a distinct approved field or multi-step execution order rather than a single support ticket.", "functionalProduct": "field-service-management"}, {"key": "service-closeout-handover", "owner": "service-operations", "assignmentId": "ERP-41-M043", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "field-service-management"}, {"key": "commercial-feasibility-review", "owner": "crm-and-customers", "assignmentId": "ERP-41-M044", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "quotation-estimating", "owner": "sales-and-billing", "assignmentId": "ERP-41-M045", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "quotation-management"}, {"key": "customer-work-portal", "owner": "project-management", "assignmentId": "ERP-41-M046", "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-41-M047", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "helpdesk-and-support"}, {"key": "industry-data-bridge", "owner": "shared-platform", "assignmentId": "ERP-41-M048", "necessity": "Conditional", "appliesWhen": "The deployment connects to customer, vendor, device or specialist software systems.", "functionalProduct": "shared-platform"}, {"key": "service-renewals", "owner": "service-operations", "assignmentId": "ERP-41-M049", "necessity": "Conditional", "appliesWhen": "The business sells renewable service or support agreements.", "functionalProduct": "field-service-management"}, {"key": "change-request-control", "owner": "project-management", "assignmentId": "ERP-41-M050", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "project-management"}, {"key": "project-scope-planning", "owner": "project-management", "assignmentId": "ERP-41-M051", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "project-resource-booking", "owner": "project-management", "assignmentId": "ERP-41-M052", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "project-budget-control", "owner": "project-management", "assignmentId": "ERP-41-M053", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "time-and-material-recovery", "owner": "project-management", "assignmentId": "ERP-41-M054", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "milestone-acceptance", "owner": "project-management", "assignmentId": "ERP-41-M055", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "project-risk-issues", "owner": "project-management", "assignmentId": "ERP-41-M056", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "project-dependency-control", "owner": "project-management", "assignmentId": "ERP-41-M057", "necessity": "Conditional", "appliesWhen": "The IT provider undertakes scoped customer implementation migration rollout or improvement projects.", "functionalProduct": "project-management"}, {"key": "engagement-suspension-termination", "owner": "project-management", "assignmentId": "ERP-41-M058", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for IT Services & MSPs.", "functionalProduct": "project-management"}, {"key": "delivery-capacity-forecast", "owner": "project-management", "assignmentId": "ERP-41-M059", "necessity": "Advanced", "appliesWhen": "Multiple concurrent projects require forward capacity and scenario planning.", "functionalProduct": "project-management"}]