Help CenterPurpose
This article explains how the different UNEEVO modules work together to support complete business processes.
Unlike the Platform Architecture article, which presents the structure of the platform, this article focuses on how information moves between modules and how each functional area contributes to the overall business lifecycle.
Understanding these relationships helps users identify where information originates, how it evolves throughout the platform, and which modules participate in each process.
Overview
UNEEVO has been designed as an integrated platform where each module specialises in a particular business domain.
Although every module can be used independently, the platform delivers its greatest value when modules operate together.
Business information is progressively enriched as it moves through different functional areas, allowing departments to collaborate using the same source of information.
Rather than asking:
"Which screen should I open?"
Users should first understand:
"Where am I in the business process?"
How the Modules Work Together
The following diagram illustrates the typical relationships between the major UNEEVO modules.
FOUNDATION
General Parameters
Companies • Users • Roles
Currencies • Services • Taxes
│
▼
PEOPLE MANAGEMENT
│
Creates and manages
employees and contracts
│
▼
RESOURCE MANAGEMENT
│
Makes people available for
operational activities
│
▼
PROJECT MANAGEMENT ◀────────────── SALES MANAGEMENT
▲ │
│ │
│ Creates commercial
│ opportunities
│ and Proposals
│ │
└─────────────── Won Opportunity
becomes Project
│
▼
OPERATIONS MANAGEMENT
│
Executes work through
timesheets and activities
│
▼
BILLING MANAGEMENT
│
Converts operational work
into customer invoices
│
▼
REPORTING & ANALYTICS
Module Responsibilities
Each module has a clearly defined responsibility within the platform.
| Module | Primary Responsibility | Typical Outputs |
|---|---|---|
| People Management | Maintains employees, contracts and organisational information. | Persons, Contracts, Journeys |
| Sales Management | Manages customer relationships and commercial opportunities. | Opportunities, Estimations, Proposals |
| Project Management | Plans and controls customer projects. | Projects, Deliverables |
| Resource Management | Allocates people according to availability and skills. | Resource Assignments |
| Operations Management | Records work performed by teams. | Timesheets, Travel Request, Billing, Invoicing, Transactions, Operational Records |
| Reporting & Analytics | Consolidates operational and financial information. | Dashboards, KPIs, Insights |
Typical Business Journeys
Most organisations execute several business processes simultaneously.
The following examples illustrate how UNEEVO supports these workflows.
Commercial Journey
Lead
↓
Contact
↓
Accounts
↓
Opportunity
↓
Proposals
↓
Contract
↓
Project
Responsible Modules
Sales Management → Project Management
Project Delivery Journey
Project
↓
Planning
↓
Resource Allocation
↓
Timesheets
↓
Project Monitoring
↓
Completion
Responsible Modules
Project Management → Resource Management → Operations Management
Billing Journey
Completed Work
↓
Billable Items
↓
Billing Plan
↓
Invoice
↓
Financial Reporting
Responsible Modules
Project Management (Billing Planning) → Operations Management (Billing Management)
Employee Journey
Person
↓
Contract
↓
Journey
↓
Resource
↓
Project Assignment
↓
Timesheets
Responsible Modules
People Management → Resource Management → Operations Management
Module Dependencies
Some modules can operate independently, while others rely on information managed elsewhere.
| Module | Depends On |
|---|---|
| People Management | General Configuration |
| Sales Management | General Configuration |
| Project Management | Sales Management (optional), Assortment Planning (Services) |
| Resource Management | People Management, Projects |
| Operations Management | Projects, Resources, Transactions |
| Billing Management | Projects, Billing |
| Reporting | All Modules |
These dependencies explain why UNEEVO implementations typically follow a recommended sequence.
Key Integration Principles
Although each module has a specific responsibility, they all follow common integration principles.
Information is created once.
Business entities should only be maintained in one place and reused throughout the platform.
Modules enrich existing information.
Rather than duplicating records, each module adds information that is relevant to its business domain.
Processes span multiple modules.
A complete business process almost always involves several functional areas.
Configuration drives behaviour.
Business rules and workflows are primarily determined through configuration rather than software customisation.
Explore Each Functional Area
The following articles explain how each major module works within the UNEEVO platform.
| Article | Description |
|---|---|
| How Sales Management Works | Understand the commercial lifecycle, from opportunities to estimations, Proposals and contracts. |
| How People Management Works | Learn how employees, contracts and organisational data are managed. |
| How Project Management Works | Explore project planning, execution and monitoring. |
| How Resource Management Works | Understand capacity planning and resource allocation. |
| How Operations Management Works | Learn how operational activities are recorded and managed. |
| How Billing Management Works | Discover how operational work becomes customer invoices. |