ReimbursementApprovalSystem
🔥 Popular某小微Enterprise(50people)用简道云搭建ReimbursementApprovalSystem,1Hours落地
CoreRequirements
- 痛点:手工FillReimbursement单,效率低、易出错、Statistics困难
- 目标:Implement线onReimbursement申请、多级Approval、自动Statistics
- Applicable:小微Enterprise、行政FinanceTeam
ImplementSteps
搭建ReimbursementForm(10Minutes)
FieldConfigure:
ConfigureApprovalProcess(20Minutes)
Process设计:
💡 IntelligentBranch:Amount>5000元时,增加总经理ApprovalNode;≤5000元直接走简化Process
CreateStatisticsDashboard(15Minutes)
Number据可视化:
PermissionConfigure&Go Live(15Minutes)
- AllEmployee可见"我ofReimbursement"(仅View自己ofNumber据)
- Department经理可见copiesDepartmentAllReimbursement单
- Finance主管可见全CompanyReimbursementNumber据&StatisticsReport
- 移动端Publish(微信小程序/APP)
落地效果
Approval周期from3Days缩短至1Days
自动校验,减少people工录入Error
无需people工核算,实时ViewNumber据
EmployeeAttendanceManage
HRScenario某ManufacturingEnterprise(100people)用简道云替代传统打卡机,1.5Hours搭建Complete
CoreRequirements
- 痛点:手工打卡易忘记,Statistics繁琐,无法移动端Operation
- 目标:Implement移动打卡、GPS定positions、自动Statistics、LeaveApproval
- Applicable:in小Enterprise、outside勤people员Manage
CoreFunction
移动打卡(GPS定positions)
- • 手机APP/小程序一键打卡
- • 自动RecordGPSpositions置&Time
- • Supportoutside勤打卡(SettingsRange)
- • 异常打卡提醒(迟to/早退)
LeaveApprovalProcess
- • EmployeeSubmitLeave申请(事假/病假/Year假)
- • on传Leave证明(病假需附病历)
- • Department经理Approval
- • 自动SynchronizationtoAttendanceStatistics
落地效果
Employee随时随地打卡,无需回Company
fromMonth底Statistics3Days降至实时View
GPS定positions+自动计算,无people工误差
Customer ManagementCRM
SalesScenario某B2BEnterprise(30peopleSalesTeam)用简道云搭建CRM,2Hours落地
CoreRequirements
- 痛点:CustomerInfo分散atExcel/微信,无法统一Manage&跟进
- 目标:Implement线索录入、跟进Record、商机转化、业绩Statistics
- Applicable:B2BEnterprise、SalesTeam
CoreFunction
线索Manage:
CustomerBasic Information(CompanyName、联系people、电话、Industry、Region)+ 线索来源(展会/广告/转介绍)+ 意向etc.级
跟进Record:
Sales每times拜访/电话沟通afterFill跟进Record(Time、Method、Content、belowtimes跟进Plan)
商机转化:
线索 → 商机 → Quote → 合同签订 → 成交Customer(全生命周期Manage)
落地效果
and时跟进,Customer不流失
告别Excel,Info实时Synchronization
Dashboard实时ViewSales漏斗
Inventory ManagementSystem
Supply ChainScenario某零售Enterprise(3itemsWarehouse)用简道云搭建InventorySystem,2Hours落地
CoreRequirements
- 痛点:多WarehouseInventory混乱,入库/出库Record不Specification,无法实时Query
- 目标:Implement入库登记、出库Approval、Inventory预警、盘点Manage
- Applicable:零售Enterprise、仓储Logistics
CoreFunction
入库Manage
- • Procurement入库(Supplier、Product、Number量、批times号)
- • 退货入库(Association出库单)
- • 自动UpdateInventory余额
出库Manage
- • Sales出库(CustomerOrder、Product、Number量)
- • 领用出库(Department领用Approval)
- • Inventory不足自动预警
落地效果
实时ViewInventory余额,告别翻账copies
低atSecureInventory自动提醒Procurement
手机扫码盘点,自动Comparison差异
设备巡检Manage
运维Scenario某ManufacturingEnterprise(200台设备)用简道云搭建巡检System,1.5Hours落地
CoreRequirements
- 痛点:设备巡检靠纸质Record,无法追溯,异常处理不and时
- 目标:Implement巡检打卡、异常on报、维修Work Order、设备档案
- Applicable:ManufacturingEnterprise、物业Manage
CoreFunction
扫码巡检
- • 设备贴二维码,扫码打卡
- • Record巡检Time、people员、Result
- • 拍照on传设备Status
异常处理
- • 发现异常立即on报
- • 自动Create维修Work Order
- • 维修people员接单处理
落地效果
扫码打卡,杜绝漏检
异常自动推送,1Hoursinside处理
设备全生命周期Record可查
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