使用 Scribe 转变文档和培训：Beacon Benefits, Inc. 案例研究
技术
- 网络安全和隐私 - 安全合规
- 机器人 - 协作机器人
适用行业
- 教育
- 设备与机械
适用功能
- 质量保证
用例
- 租赁金融自动化
- 虚拟培训
服务
- 培训
关于客户
Beacon Benefits, Inc. 是一家位于马萨诸塞州波士顿的小型专业服务提供商。该公司为小微企业提供服务，与国家投资服务提供商以及地方税务和金融专业人士合作，提供最先进的退休计划。他们的专业知识使他们能够创建适合每个企业的定制退休计划。他们的员工包括退休计划专家，在该领域拥有 20 多年与中小型企业合作的经验。他们的本地支持可确保服务的连续性，从而实现长期成功。该公司在 401K 市场运营，担任退休计划的设计者、律师和会计师，确保客户的合规性和获得减税的能力。
挑战
Beacon Benefits, Inc. 是一家为小型和微型企业提供服务的小型专业服务提供商，在文档、培训和协作学习文化方面面临着挑战。该公司专门提供最先进的退休计划，但在记录程序和培训计划的耗时过程中遇到了困难。他们的服务非常复杂，包括薪资、第 125 条管理和退休计划合规性，需要高水平的组织和效率。该公司还寻找一种方法来促进团队成员之间的协作学习，让每个人都能为团队成长做出贡献并学习新流程。
解决方案
Beacon Benefits, Inc. 在 Scribe 中找到了解决方案，该工具可以简化创建分步指南和记录程序的过程。该公司的负责人 Danim Ahmed 及其团队利用 Scribe 开创了两项主要工作：正式培训和协作学习。对于正式培训，他们创建了 Scribes 来快速有效地推出培训计划，确保所有员工即使在最困难的流程中也能达成共识。他们还使用 Scribe 来构建和组织公司文档、SOP 和其他培训文档。对于协作学习，Scribe 允许每个团队成员回答快速问题，在新流程上进行协作，并为团队成长做出贡献。该工具还与 Loom、Miro、Monday CRM 和 Journey 等其他软件集成，进一步增强了其功能。
运营影响
数量效益
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