简化业务运营：Altvia 凭借 SweetProcess 取得的成功
技术
- 基础设施即服务 (IaaS) - 私有云
- 传感器 - 全球定位系统
适用行业
- 教育
- 设备与机械
适用功能
- 物流运输
用例
- 最后一英里交付
- 虚拟培训
服务
- 系统集成
- 培训
关于客户
Altvia 是一家位于布鲁姆菲尔德的软件公司，成立于 2006 年，致力于利用数据智能协助私募股权公司加强与客户的关系。该公司利用技术和流程促进有限合伙人、普通合伙人和投资组合组织之间的沟通。 Altvia 提供一系列专家服务，包括投资者关系、商业情报、资本筹集和部署以及合规性。该公司拥有全球顶级公司客户，是在 Salesforce 上创建的私募股权的主要实体。
挑战
Altvia 是一家软件驱动型公司，利用数据智能帮助私募股权公司加强与客户的关系，该公司面临着重大的运营挑战。尽管 Altvia 是一家帮助他人简化流程的公司，但其内部运营却陷入困境。该公司创建了大量流程以试图提高效率。然而，事实证明这种做法适得其反。一项任务有多达十个不同的流程，团队成员不知所措，难以从混乱中识别出有用的信息。他们经常从一堆文件中挑选出错误的文件，并且对于该做什么以及如何做有很多疑问。首席运营官 Ben Hendershot 认识到问题在于流程中的漏洞以及缺乏统一的系统。
解决方案
为了解决操作问题，Ben 决定采用 SweetProcess，一个基于云的工作流管理系统。该决定是由于需要为每个过程创建单一版本以避免混淆。 SweetProcess 基于云的特性使 Ben 和他的团队能够在系统上跟踪活动并立即更新文件，这与他们之前使用的 Google Docs 不同。 SweetProcess 使 Altvia 能够简化其文档流程。他们可以创建一个包含执行每个任务的所有必要信息的单个文档，而不是针对单个任务使用多个文档。该系统还促进了员工的无缝入职和培训，为新员工提供了了解其职责所需的所有信息。此外，SweetProcess 还可作为知识分配的参考，消除员工之间的知识差距并减少对少数人的依赖。
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