Total Skills
67
Author Profile: erphq
Skills published by erphq with real stars/downloads and source-aware metadata.
Total Stars
67
Total Downloads
0
Skills Performance
Comparison chart based on real stars and downloads signals from source data.
campaign-management
1
Stars
1
Downloads
0
commissions
1
Stars
1
Downloads
0
contracts-renewals
1
Stars
1
Downloads
0
customer-360
1
Stars
1
Downloads
0
lead-management
1
Stars
1
Downloads
0
pipeline-forecasting
1
Stars
1
Downloads
0
quoting-cpq
1
Stars
1
Downloads
0
territory-management
1
Stars
1
Downloads
0
Published Skills
campaign-management
This skill should be used when planning and running marketing campaigns at an organization under 100 employees — typically a small marketing team (1-5 people), HubSpot/Mailchimp/Marketo for email, LinkedIn/Google Ads for paid, Webflow/HubSpot CMS for landing pages, and attribution through UTM + CRM reporting.
Repository SourceNeeds Review
commissions
This skill should be used when designing and paying sales commissions at an organization under 100 employees — typically simple commission plans (% of ACV on new business), monthly or quarterly payout via payroll, calculated in a spreadsheet or lightweight tool (QuotaPath, Spiff, CaptivateIQ), with founder or VP Sales owning plan design.
Repository SourceNeeds Review
contracts-renewals
This skill should be used when managing contract lifecycle and renewals at an organization under 100 employees — typically standard MSA + order form structure, lightweight CLM in HubSpot/Pipedrive or a tool like Ironclad, auto-renewal clauses on most contracts, and founder-or-head-of-CS-led renewal conversations.
Repository SourceNeeds Review
customer-360
This skill should be used when building a unified customer view at an organization under 100 employees — typically centered on the CRM (HubSpot, Pipedrive, Salesforce Starter/Pro) with CRM activity + email + meeting notes + product usage + support tickets + billing status joined into one account view.
Repository SourceNeeds Review
lead-management
This skill should be used when capturing, scoring, and routing leads at an organization under 100 employees — typically using HubSpot, Pipedrive, or Salesforce Starter/Essentials, with founder-led or small-team sales, inbound + outbound mix, and lightweight qualification process.
Repository SourceNeeds Review
pipeline-forecasting
This skill should be used when managing sales pipeline and forecasting at an organization under 100 employees — typically founder-led or head-of-sales-led pipeline reviews, weekly deal-reviews, simple stage-based probability, and monthly forecast calls with leadership.
Repository SourceNeeds Review
quoting-cpq
This skill should be used when generating quotes and proposals at an organization under 100 employees — typically templated Google Docs or HubSpot/Pipedrive Quotes for simple products, rep-authored with light pricing rules, legal review of non-standard terms, and e-signature via DocuSign/PandaDoc/HelloSign.
Repository SourceNeeds Review
territory-management
This skill should be used when designing and managing sales territories at an organization under 100 employees — typically 1-10 AEs, simple geographic or vertical-based territories, manual rebalancing as team grows, with founder or VP Sales owning territory design and quota allocation.
Repository SourceNeeds Review
leave-attendance
This skill should be used when managing leave and attendance at an organization of 100-1,000 employees — typically with FMLA active, multi-state PFML compliance (CA, NY, NJ, MA, CO, WA, OR, CT), dedicated leave administration (in-house or via Matrix/Sedgwick/Reed Group), structured parental leave program, and ADA interactive-process workflow.
Repository SourceNeeds Review
offboarding
This skill should be used when separating employees from an organization of 100-1,000 employees — typically a dedicated HR specialist coordinating IT SCIM access revocation, standardized severance and release agreements, multi-state final-pay compliance, and a structured alumni program.
Repository SourceNeeds Review
performance-reviews
This skill should be used when running performance reviews at an organization of 100-1,000 employees — typically a structured semi-annual or quarterly cycle in Lattice/Culture Amp/15Five, with formal career ladders, cross-team calibration, promotion committees, compensation bands, and pay-equity analysis.
Repository SourceNeeds Review
training-development
This skill should be used when running learning and development at an organization of 100-1,000 employees — typically a dedicated L&D function (1-5 specialists), formal LMS (Docebo, 360Learning, Absorb, Workday Learning), leadership development programs, role-based learning paths, and skills marketplace for internal mobility.
Repository SourceNeeds Review
customer-satisfaction
This skill should be used when the task involves how to collect, analyze, and act on CSAT surveys, NPS, CES, sentiment analysis, and customer feedback.
Repository SourceNeeds Review
escalation
This skill should be used when the task involves how to route tickets through support tiers, handle functional and management escalations, and manage on-call.
Repository SourceNeeds Review
field-service
This skill should be used when the task involves how to dispatch technicians, schedule on-site work, manage mobile workforce, parts inventory, work orders, and on-site SLAs.
Repository SourceNeeds Review
knowledge-base
This skill should be used when the task involves how to create, organize, and maintain a self-service knowledge base that actually helps customers.
Repository SourceNeeds Review
omnichannel
This skill should be used when the task involves how to unify email, chat, phone, social media, portal, and WhatsApp into one seamless support experience.
Repository SourceNeeds Review
sla-management
This skill should be used when the task involves how to set response times, resolution targets, escalation rules, and handle breaches.
Repository SourceNeeds Review
ticket-lifecycle
This skill should be used when the task involves how support tickets are created, classified, assigned, resolved, closed, and reopened.
Repository SourceNeeds Review
accounts-payable
This skill should be used when the task involves manage vendor invoices, match them to purchase orders and receipts, run payment batches, and keep supplier relationships healthy.
Repository SourceNeeds Review
accounts-receivable
This skill should be used when the task involves send customer invoices, track who owes you money, collect payments, apply cash, and manage aging and dunning.
Repository SourceNeeds Review
budgeting-forecasting
This skill should be used when the task involves create budgets, run variance analysis, build rolling forecasts, and model scenarios so you can plan with confidence.
Repository SourceNeeds Review
consolidation
This skill should be used when the task involves roll up multiple entities into one set of financial statements with intercompany eliminations, currency translation, and minority interest adjustments.
Repository SourceNeeds Review
fixed-assets
This skill should be used when the task involves track company property and equipment, calculate depreciation, handle disposals and revaluations, and manage lease accounting.
Repository SourceNeeds Review
general-ledger
This skill should be used when the task involves manage your chart of accounts, record journal entries, produce trial balances, and generate financial statements.
Repository SourceNeeds Review
period-close
This skill should be used when the task involves run your month-end close efficiently — reconciliations, accruals, adjustments, and reporting on time every time.
Repository SourceNeeds Review
tax-compliance
This skill should be used when the task involves handle sales tax, VAT, GST, withholding tax, 1099 reporting, and statutory filings so you stay on the right side of every tax authority.
Repository SourceNeeds Review
benefits
This skill should be used when setting up and administering employee benefits at an organization under 100 employees — typically a small-group health plan through a broker or PEO, simple 401(k), commuter/FSA, and self-service enrollment via Gusto/Rippling/Justworks.
Repository SourceNeeds Review
onboarding
This skill should be used when bringing new hires into an organization under 100 employees — typically day-1 setup (equipment, accounts, payroll), week-1 immersion (product, team, tooling), and 30/60/90-day check-ins led by the hiring manager with HR/ops support.
Repository SourceNeeds Review
recruitment
This skill should be used when hiring at an organization under 100 employees — typically one recruiter or founder-led hiring, Greenhouse/Lever/Ashby ATS, careers page and referrals dominant, with occasional contingent recruiters for senior or specialized roles.
Repository SourceNeeds Review
payroll
This skill should be used when running payroll at an organization of 100-1,000 employees — typically a dedicated payroll specialist or small team, Workday/UKG/ADP Workforce Now/Rippling Enterprise, multi-state complexity, stock-comp volume, possibly international payroll through EOR or direct entity.
Repository SourceNeeds Review
billing
This skill should be used when the task involves how to generate invoices from project work, handle different billing models, and recognize revenue correctly.
Repository SourceNeeds Review
client-collaboration
This skill should be used when the task involves how to set up client portals, share status reports, manage approval workflows, share documents, and collect feedback.
Repository SourceNeeds Review
portfolio-management
This skill should be used when the task involves how to prioritize projects, allocate resources across your portfolio, manage the pipeline-to-delivery handoff, and score project health.
Repository SourceNeeds Review
project-planning
This skill should be used when the task involves how to set up projects with work breakdowns, milestones, timelines, dependencies, and baselines so delivery stays on track.
Repository SourceNeeds Review
resource-management
This skill should be used when the task involves how to match the right people to the right projects based on skills, availability, and utilization targets.
Repository SourceNeeds Review
subcontractor-management
This skill should be used when the task involves how to onboard vendors, manage rate cards and SOWs, approve subcontractor time, apply markups, and process payments.
Repository SourceNeeds Review
time-expense
This skill should be used when the task involves how to capture timesheets, approve hours, submit expense reports, manage receipts, and enforce company policies.
Repository SourceNeeds Review
demand-planning
This skill should be used when the task involves how to predict what customers will need so you can have the right stuff ready at the right time.
Repository SourceNeeds Review
inventory
This skill should be used when the task involves how to track what you have, where it is, and when to order more.
Repository SourceNeeds Review
logistics
This skill should be used when the task involves how to move products from point A to point B efficiently, affordably, and on time.
Repository SourceNeeds Review
procurement
This skill should be used when the task involves how to buy things your company needs — from requesting items to paying for them.
Repository SourceNeeds Review
production-planning
This skill should be used when the task involves how to figure out what to make, when to make it, and how to keep the shop floor running smoothly.
Repository SourceNeeds Review
quality
This skill should be used when the task involves how to make sure what you buy, make, and sell meets your standards every time.
Repository SourceNeeds Review
vendor-management
This skill should be used when the task involves how to find, evaluate, and work with the companies that supply what you need.
Repository SourceNeeds Review
warehouse
This skill should be used when the task involves how to receive, store, find, pick, pack, and ship products efficiently.
Repository SourceNeeds Review
api-design
This skill should be used when the task involves design and manage ERP APIs -- use when building REST endpoints, versioning strategies, rate limiting, webhook systems, error handling, and developer experience for enterprise platform APIs.
Repository SourceNeeds Review
change-management
This skill should be used when the task involves plan and execute organizational change management for ERP implementations on ERP•AI -- use when designing stakeholder engagement, communication plans, training strategies, resistance management, and benefits realization for enterprise transformations.
Repository SourceNeeds Review
configuration-management
This skill should be used when the task involves manage ERP configuration as code -- use when designing promotion pipelines, environment management, drift detection, tenant overrides, and release management for enterprise application configuration.
Repository SourceNeeds Review
data-migration
This skill should be used when the task involves plan and execute data migration from legacy systems into ERP•AI -- use when performing source discovery, data profiling, field mapping, transformation, loading, validation, reconciliation, and cutover execution.
Repository SourceNeeds Review
data-modeling
This skill should be used when the task involves design and structure enterprise data schemas in ERP•AI -- use when defining entities, relationships, field types, validation rules, and multi-tenancy patterns for transactional and analytical workloads.
Repository SourceNeeds Review
deployment-golive
This skill should be used when the task involves planning and executing the transition from development to production -- environment strategy, cutover runbooks, rollback procedures, go/no-go decisions, and hypercare.
Repository SourceNeeds Review
disaster-recovery
This skill should be used when the task involves design and operate disaster recovery and business continuity programs for ERP•AI -- use when defining RTO/RPO targets, backup strategies, failover architecture, DR testing, and incident communication for enterprise SaaS applications.
Repository SourceNeeds Review
integrations
This skill should be used when the task involves connect ERP•AI applications to external systems -- use when designing API connections, data syncs, middleware orchestration, and event-driven communication between enterprise platforms.
Repository SourceNeeds Review
localization-i18n
This skill should be used when the task involves build ERP applications for global use -- use when implementing multi-language support, multi-currency handling, timezone management, locale-specific formatting, and multi-country regulatory compliance.
Repository SourceNeeds Review
master-data-management
This skill should be used when the task involves design and operate master data management programs in ERP•AI -- use when establishing golden records, data stewardship, duplicate detection, data quality frameworks, and cross-system synchronization for enterprise master data.
Repository SourceNeeds Review
observability
This skill should be used when the task involves design and operate observability systems in ERP•AI -- use when implementing logging, metrics, tracing, alerting, incident response, SLA monitoring, and capacity planning for enterprise SaaS applications.
Repository SourceNeeds Review
performance-optimization
This skill should be used when the task involves making enterprise applications fast and scalable -- database tuning, caching, batch processing, monitoring, and capacity planning.
Repository SourceNeeds Review
reports-dashboards
This skill should be used when the task involves designing, building, and managing enterprise reporting and analytics -- from KPI selection through dashboard layout, scheduled distribution, and data security.
Repository SourceNeeds Review
security-roles
This skill should be used when the task involves design and implement access control, authentication, audit logging, encryption, and compliance-driven security configurations in ERP•AI -- use when defining RBAC, segregation of duties, SSO, field-level security, and regulatory controls.
Repository SourceNeeds Review
testing-validation
This skill should be used when the task involves quality assurance strategy and execution for enterprise applications -- from test planning and UAT through performance testing, data validation, and sign-off.
Repository SourceNeeds Review
user-onboarding
This skill should be used when the task involves getting enterprise users productive on a new application -- training design, content creation, adoption tracking, change management, and ongoing knowledge support.
Repository SourceNeeds Review
workflow-automation
This skill should be used when the task involves design and implement business process automation in ERP•AI -- use when building approval chains, state machines, scheduled jobs, notification rules, SLA enforcement, and business rule engines.
Repository SourceNeeds Review
fit-gap-matrix
This skill should be used when the task involves template for scoring requirements against platform capabilities with effort estimates — use during discovery and solution design phases.
Repository SourceNeeds Review
go-live-checklist
This skill should be used when the task involves go/no-go decision criteria across all workstreams — use to make the final decision on whether to launch.
Repository SourceNeeds Review
migration-runbook
This skill should be used when the task involves step-by-step cutover checklist with rollback procedures — use when executing data migration from legacy systems to ERP•AI.
Repository SourceNeeds Review
requirements-traceability
This skill should be used when the task involves template linking requirements to configuration, test cases, and sign-off — use to ensure nothing falls through the cracks from discovery to go-live.
Repository SourceNeeds Review