Workspace

Systems

Software in use across the engagement, with vendor, role, and migration status. Each system links to the process steps that depend on it.

System

Vendor

Role

Migration

Used in

NetSuite

Oracle

Primary ERP — GL, AP, AR for 9 entities

stable

6 procs

Workday

Payroll + HRIS, all regions

stable

2 procs

Salesforce

CRM + billing trigger

stable

2 procs

SAP Concur

SAP

Travel & expense (3 regions)

sunset planned

1 proc

Bill.com

AP automation (US only, partial)

evaluating expansion

1 proc

Snowflake

Data warehouse

stable

0 procs

Excel

Microsoft

Cash position, close checklists, recs (everywhere)

replace where possible

7 procs