Liaison Corporation ERP

Liaison Corporation runs several projects at once, with donor reporting, budgets, purchasing and staff to coordinate. Hectagon built an ERP that connects that work, from a request raised by one employee to its approval, the payment and the record left behind.

When approvals travel by email and paper, and budgets, advances and donor reports sit in separate files, leadership sees a problem only once it is already late. The organisation needed one place where work moves through defined approval chains and every figure comes straight from the records.

We organised the system around the questions leadership asks every morning, then built the modules underneath to answer them from live data.

• An overview calculated from the records each time it loads, not from a cached copy

• One inbox for everything waiting on a person, with approvals, forms and notifications alongside

• Modules grouped the way the organisation works: my work, buying, money, delivery, people and records

Every employee starts from their own inbox and approvals. The CEO starts from an overview of the whole organisation.

• At a glance: work waiting and overdue, projects needing attention, overdue donor reports, budget used, advances outstanding, asset incidents, policies signed and timesheets

• Charts for approvals completed, approvals by state, amounts waiting to be paid and spending by supplier

• An activity feed of changes across the organisation

• Overview for 7, 30 or 90 days, exported as PDF or PNG

Leadership sees the state of the organisation on one screen, and every approval, payment and document change leaves a record behind it.