现代化金融科技业务流程：CSI, Inc 案例研究
技术
- 应用基础设施与中间件 - 中间件、SDK 和库
- 网络与连接 - 网关
适用行业
- 设备与机械
- 金融与保险
适用功能
- 维护
- 采购
用例
- 租赁金融自动化
- 现场人员安全管理
服务
- 系统集成
关于客户
Computer Services, Inc. (CSI) 是一家为金融机构和其他企业提供金融技术 (fintech) 和监管技术 (regtech) 解决方案的领先提供商。 CSI 拥有丰富的行业历史，不断努力为客户提供最好的服务。然而，随着时间的推移，该公司开始依赖几种传统的基于纸张和电子表格的工作流程，这些工作流程已成为标准操作模式。作为一家拥有 50 年历史的公司，CSI 拥有许多简单的工作流程，这些工作流程代表着繁忙且经常重复的工作。
挑战
Computer Services, Inc. (CSI) 是一家领先的金融技术和监管技术解决方案提供商，严重依赖传统纸张和基于电子表格的工作流程。这包括为客户和员工分配设备的繁琐过程，需要不断更新集中式电子表格，因此很容易出错。此外，CSI 的托管服务团队还发现需要一种数字流程自动化解决方案，以与其基于云的票务系统 Autotask 集成。该过程称为 MAC（移动/添加/更改），有许多步骤与 Autotask 和 Microsoft SQL Server 集成。最后，作为一家拥有 50 年历史的公司，CSI 拥有许多简单的工作流程，这些工作流程代表着繁忙且经常重复的工作，其中大约 30 个已确定无需人工交互即可运行。
解决方案
CSI 采用 K2 软件将其手动流程转变为数字化工作流程和表格。新的采购流程从始至终简化了请购流程，从 SmartForm 开始。用户可以发起请求并指定它是小额采购的运营费用还是资本费用。 MAC 流程也是自动化的，从 Microsoft Dynamics CRM 开始，使用自定义按钮启动 Nintex K2 Five 工作流程。这会将特定于机会的信息传递给表单，该表单用于查找其详细信息。使用其开箱即用的服务代理集成 Microsoft Dynamics CRM 和 K2 Five 的能力带来了巨大的好处。 CSI 还自动执行非托管流程，例如在将文档输入 Microsoft SharePoint 文档库时进行适当的电子邮件路由。
运营影响
数量效益
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