ChuanYun project construction process from 0 to 1

Communicate in depth with business departments to understand real needs and pain points

• Interview key users (at least 3-5 people) and record business processes and pain points
• Collect forms, Excel templates, and approval documents for existing processes
• Understand the data magnitude (number of users, average daily document volume, historical data volume)
• Clarify system boundaries (which functions are to be performed and which are not to be performed)

Structure scattered requirements to distinguish core functions and extended functions

Form a formal document to ensure that all parties have a consistent understanding

• Project background and goals (what problem to solve, expected results)
• User role definition (administrator, approver, ordinary employee)
• List of functional modules (forms, processes, reports, permissions)
• Non-functional requirements (performance, security, mobile adaptation)
• Project milestones and delivery times

Determine how many forms are needed and the relationship between the forms

List all fields of each form and define field types and rules

• Field name (Chinese name + English identifier, such as "applicant applicant")
• Field type (single line text/date/number/drop-down box/association, etc.)
• Whether it is required, default value, verification rules
• Calculation formula (such as automatic calculation of days of leave)

Confirm field integrity with the business party to avoid frequent subsequent modifications

• Let the business party confirm field by field whether there are any missing or redundant fields
• Confirm the data linkage rules (such as automatically displaying relevant fields after selecting the leave type)
• Confirm permission design (who can see which fields and who can change them)

Create forms, configure fields and layout in ChuanYun

• Add fields one by one according to the field list and set field properties
• Adjust form layout (grouping, typesetting, mobile adaptation)
• Configure field formulas (such as date calculation, amount summary)
• Set data linkage (such as drop-down box option linkage)
• Configure field permissions (read-only, hidden, required rules)

Configure process nodes and approval rules

Set up data statistics and visual display

• Create data reports (statistics by department, statistics by month)
• Configure chart type (bar chart, pie chart, line chart)
• Design dashboard layout (combination display of multiple charts)
• Set report permissions (different roles see different data)

Set app membership and data permissions

• Add application members (in batches by department or role)
• Configure role permissions (administrator, approver, ordinary user)
• Set data permissions (all data/this department/only me)
• Configure field permissions (visible/editable fields for different roles)

Development team or IT department conducts testing first

• Functional testing: verify whether each function point meets the requirements
• Process test: simulate the real approval process and check whether the flow is normal
• Boundary testing: input abnormal data and check whether the system reports an error
• Performance test: submit data in batches and check the system response speed
• Mobile terminal test: DingTalk/WeCom mobile terminal operation experience

Invite business parties for practical verification

• Select 3-5 key users to participate in the test (covering different roles)
• Provide a list of test cases to allow users to operate according to scenarios
• Collect user feedback (missing functions, inconvenient operation, interface problems)
• Organize the optimization list and distinguish between "must changes" and "optional changes"

Adjust and optimize based on test feedback

Help users get started quickly

• Operation manual (step-by-step tutorial with pictures and text)
• Frequently asked questions FAQ (prepare 10-15 frequently asked questions in advance)
• Video tutorial (record 3-5 minute operation demonstration video)

Training users in batches

• Administrator training (application configuration, rights management, data maintenance)
• Ordinary user training (how to submit applications and query records)
• Establish a Q&A group (DingTalk group or WeCom group)

First conduct a trial run on a small scale, and then promote it to all employees

Monitoring and optimization after launch

• Daily monitoring: check submission volume, approval progress, abnormal error reports
• Weekly review: collect user feedback and optimize experience
• Monthly iteration: new features, optimized processes
• Data backup: Export important data backup regularly