[ТК] Как работают Бизнес процессы в системе Platrum

Summary

This video explains how business processes are automated using a system called 'Trum.' The system streamlines routine tasks by allowing employees to follow predefined steps in workflows like support requests, employee onboarding, and probation tracking. Key features include customizable forms, task assignments, multi-step approvals, and automated reminders with deadlines. The system reduces administrative burdens by managing repetitive tasks, ensuring consistent execution, and providing flexibility to adjust processes based on company needs.

Takeaways

• 😀 The 'Trum' system offers a dedicated module for managing business processes within a company.
• 😀 The module automates and organizes repetitive tasks, making workflows efficient and consistent.
• 😀 Multiple employees can collaborate on a business process, with tasks being passed between them seamlessly.
• 😀 The system allows businesses to define the steps involved in a process and the roles responsible for each task.
• 😀 At various points in a process, users can choose to resolve tasks, request more information, or send the task back.
• 😀 Examples of business processes include support requests, employee probation control, and product acceptance processes.
• 😀 For example, in a support request process, an issue is reported, assigned to a support employee, and resolved or forwarded to another employee.
• 😀 The system tracks deadlines, ensuring that actions are completed on time and nothing is missed.
• 😀 The employee probation process spans over months, with periodic surveys or interviews conducted to assess progress.
• 😀 Users can customize workflows, including defining questions to ask, actions to take, and data to collect.
• 😀 By automating business processes, the system reduces manual effort, ensures tasks are completed on time, and improves overall efficiency.

Q & A

What is the main focus of the business process module in the Trum system?

The main focus of the business process module in the Trum system is to automate repetitive, step-based processes within a company, ensuring that employees follow all required steps without missing any key actions.

Can you give an example of a business process that can be automated in the Trum system?

An example of a business process that can be automated in the Trum system is a support ticket creation process. This involves creating a ticket, assigning tasks to appropriate personnel, and tracking progress until the issue is resolved.

How does the system ensure that all steps of a business process are followed?

The system ensures all steps are followed by guiding users through each step of the process, providing necessary prompts and ensuring that tasks are assigned and completed before moving to the next stage.

What is the role of the support staff in the automated support ticket process?

In the automated support ticket process, support staff are responsible for reviewing the ticket, assigning it to an appropriate technician, providing additional information if needed, and confirming whether the issue is resolved or further actions are necessary.

How does the Trum system handle employee probation monitoring?

The Trum system automates the monitoring of employee probation by ensuring that employees complete necessary tasks, such as filling out surveys or undergoing regular reviews. HR staff are also notified to conduct evaluations at scheduled intervals.

Can business processes in Trum be customized to suit different company needs?

Yes, business processes in Trum can be fully customized. Users can define the required fields, determine which tasks are involved, and set specific deadlines, allowing companies to tailor workflows to their unique requirements.

What are some benefits of automating business processes with the Trum system?

Benefits of automating business processes with the Trum system include increased efficiency, reduced human error, better task management, and improved accountability through clear steps and deadlines.

How does the system help with task handoff between employees?

The system ensures smooth handoff between employees by automatically assigning tasks to the appropriate personnel at each step of the process. It tracks progress and allows for communication and updates to be passed along without interruption.

Are deadlines integrated into the business processes within the Trum system?

Yes, deadlines are integrated into the business processes within the Trum system. Each step can have a deadline, helping ensure that tasks are completed on time and that no steps are overlooked.

What kind of flexibility does the Trum system offer to businesses in terms of process management?

The Trum system offers flexibility by allowing businesses to program and adjust processes according to their specific needs. This includes creating custom workflows, determining required fields, and modifying processes as necessary.