CAPCapabilities · proposed scope
Technology for thework around your systems.
Your accounting, payroll and HR software does the calculations. The work around it (collecting inputs, checking them, reshaping data, reporting, keeping records) is where time and errors go. That is the proposed focus.
§ 01Index
The capabilities,
one by one.
Workflow automation
Repeating steps in finance and HR operations turned into scripted, logged runs, with a person approving what matters.
Dashboards and MIS
Management reports built from the data you already hold, refreshed on a schedule and reconciled back to source.
Data processing and migration
Moving accounting, payroll and HR data between systems, with balances reconciled on both sides.
Custom back-office software
Small, focused applications for the gaps your main systems leave: trackers, approval tools, calculators and portals.
Document digitisation
Paper and scanned records turned into indexed, searchable files, with the data you need pulled into structured fields.
IT-enabled back-office support
Routine processing done by a trained team on your systems, to your checklists, with the technology carrying the repeat work.
§ 02Capability matrix
Capabilities against
areas of operation.
Core means the capability is built for that area. Supports means it helps there as part of wider work.
| Capability | Payroll and HR inputs | Accounts and finance | Documents and records | Reports and MIS | Systems and integration |
|---|---|---|---|---|---|
| CAP-01Workflow automation | |||||
| CAP-02Dashboards and MIS | |||||
| CAP-03Data processing and migration | |||||
| CAP-04Custom back-office software | |||||
| CAP-05Document digitisation | |||||
| CAP-06IT-enabled back-office support |
§ 03Inputs and outputs
What goes in,
what comes out.
Each capability is defined by the data it receives and the outputs it hands back, so the boundary with your team is clear from the start.
| Capability | Typical inputs | Outputs |
|---|---|---|
| Workflow automation | Attendance and leave exports · Joiner and leaver instructions · Expense claims · Vendor invoices · Bank statements | Validated payroll input files · Journal upload files · Exception reports with owners · Run logs |
| Dashboards and MIS | Trial balance and ledgers · Payroll registers · Sales and purchase registers · Budgets and targets | Monthly MIS pack · Interactive dashboards · Reconciliation note per release · Definitions register |
| Data processing and migration | Legacy system exports · Masters: accounts, parties, employees, items · Open items and balances · Historical transactions (agreed periods) | Mapping workbook with sign-off · Trial-load reconciliation · Cut-over checklist · Readable archive of the old data |
| Custom back-office software | The spreadsheet or process being replaced · Users and their roles · Systems to connect to | A working application · Test cases and results · User and technical documentation · Change log |
| Document digitisation | Physical files and registers · Scanned images · Index requirements | Indexed, searchable files · Extracted field data · Batch reconciliation sheets · Custody log |
| IT-enabled back-office support | Task checklists · Access to your systems through named accounts · Calendar of due dates | Completed tasks with sign-off · Reconciliations · Monthly service report · Open-items list |
§ 04Boundaries
What is not offered.
- No audit, certification or assurance work of any kind.
- No tax, legal or labour-law advice. Rules are applied as instructed by you and your advisers.
- No approval of payments or postings on your behalf. Approvals stay with your named people.
- No third-party security certification is claimed.
GuideThree questions
Which capability
fits your problem?
Answer three questions. The guide points to one or two capability pages and can fill in the enquiry topic for you. Proposed scope · to be confirmed
Your match appears here. Every capability is also listed above.
NextEnquiry