转变业务运营：简单解决方案和 SweetProcess 案例研究
技术
- 功能应用 - 库存管理系统
- 功能应用 - 仓库管理系统 (WMS)
适用行业
- 设备与机械
- 零售
适用功能
- 质量保证
- 销售与市场营销
用例
- 库存管理
- 时间敏感网络
服务
- 测试与认证
- 培训
关于客户
Simple Solutions 是一家位于哥伦比亚的 B2B 咨询公司，拥有 13 名员工的团队。该公司为制造、零售和分销行业的客户提供帮助，帮助他们改进生产和库存管理中的规划和调度流程。该公司在巴拉圭和厄瓜多尔拥有客户，并计划将其业务扩展到萨尔瓦多及其他地区。 Simple Solutions 的首席执行官 Alejandro Céspedes 负责监督公司内部的营销、销售和管理任务。
挑战
Simple Solutions 是一家位于哥伦比亚的 B2B 咨询公司，由于缺乏标准化程序和文档，面临着重大的运营挑战。该公司专门为制造、零售和分销领域的客户改进规划和调度流程，一直在与效率低下和重复错误作斗争。缺乏统一的任务管理方法导致工作不一致，员工经常因错误而不得不重做任务。首席执行官亚历杭德罗·塞斯佩德斯 (Alejandro Céspedes) 发现自己不断地回答助手提出的相同问题，尽管有他的指导，助手还是不断犯错误。缺乏既定系统也影响了销售渠道，塞斯佩德斯因需要定制而在销售提案中犯了错误。该公司使用 Basecamp 和 Trello 等混合工具来进行项目文档和组织，但这些不足以用于流程文档。缺乏标准化程序也影响了对客户的服务质量，不同的团队成员提供了不同的答案。
解决方案
认识到需要一个更强大、更统一的系统，Simple Solutions 开始探索各种流程记录工具。在根据易用性、共享、编辑和定制等标准评估了多个选项后，他们选择了 SweetProcess。尽管团队最初因各自的工作方法而遭到抵制，但塞斯佩德斯最终获得了支持并开始了标准化程序的过程。 SweetProcess 用于为客户创建用户手册，帮助他们更有效地管理库存。在内部，该工具被用于广泛的流程，包括软件、销售、提案、会计和服务器创建。 Céspedes 还在他的研讨会上使用了 SweetProcess，设置了准备和执行程序。该工具还用于管理业务的会计方面，并设置重复任务来提醒塞斯佩德斯纳税到期日。
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