💼 PracticeCase拆解

Scenario + Steps + 效果 · 真实Enterprise落地Solution

5+

高频Scenario

Coverage主流Requirements

1-2Hours

Fast落地

from零toGo Live

50%+

效率提升

真实Number据验证

0编程

No-Code搭建

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ReimbursementApprovalSystem

🔥 Popular

某小微Enterprise(50people)用简道云搭建ReimbursementApprovalSystem,1Hours落地

CoreRequirements

  • 痛点:手工FillReimbursement单,效率低、易出错、Statistics困难
  • 目标:Implement线onReimbursement申请、多级Approval、自动Statistics
  • Applicable:小微Enterprise、行政FinanceTeam

ImplementSteps

1

搭建ReimbursementForm(10Minutes)

FieldConfigure:

必填:Reimbursementpeople、Department、ReimbursementType(差旅/餐饮/办公)
必填:ReimbursementAmount、ExpenseDate、事由Description
可选:InvoiceAttachment(SupportImage/PDFon传)
自动:SubmitTime、Reimbursement单号(自动生成)
2

ConfigureApprovalProcess(20Minutes)

Process设计:

发起people
EmployeeSubmit
Approvalpeople
Department经理
Approvalpeople
Finance主管
抄送people
出纳

💡 IntelligentBranch:Amount>5000元时,增加总经理ApprovalNode;≤5000元直接走简化Process

3

CreateStatisticsDashboard(15Minutes)

Number据可视化:

DepartmentExpenseStatistics
按DepartmentSummaryMonth度Reimbursement
ExpenseTrendAnalysis
按MonthcopiesViewReimbursement走势
ReimbursementType占比
差旅/餐饮/办公分布
4

PermissionConfigure&Go Live(15Minutes)

  • AllEmployee可见"我ofReimbursement"(仅View自己ofNumber据)
  • Department经理可见copiesDepartmentAllReimbursement单
  • Finance主管可见全CompanyReimbursementNumber据&StatisticsReport
  • 移动端Publish(微信小程序/APP)

落地效果

效率提升 60%

Approval周期from3Days缩短至1Days

Error率降低 80%

自动校验,减少people工录入Error

StatisticsAutomation

无需people工核算,实时ViewNumber据

EmployeeAttendanceManage

HRScenario

某ManufacturingEnterprise(100people)用简道云替代传统打卡机,1.5Hours搭建Complete

CoreRequirements

  • 痛点:手工打卡易忘记,Statistics繁琐,无法移动端Operation
  • 目标:Implement移动打卡、GPS定positions、自动Statistics、LeaveApproval
  • Applicable:in小Enterprise、outside勤people员Manage

CoreFunction

移动打卡(GPS定positions)

  • • 手机APP/小程序一键打卡
  • • 自动RecordGPSpositions置&Time
  • • Supportoutside勤打卡(SettingsRange)
  • • 异常打卡提醒(迟to/早退)

LeaveApprovalProcess

  • • EmployeeSubmitLeave申请(事假/病假/Year假)
  • • on传Leave证明(病假需附病历)
  • • Department经理Approval
  • • 自动SynchronizationtoAttendanceStatistics

落地效果

移动端打卡率 98%

Employee随时随地打卡,无需回Company

StatisticsTime节省 90%

fromMonth底Statistics3Days降至实时View

Number据准确性 100%

GPS定positions+自动计算,无people工误差

Customer ManagementCRM

SalesScenario

某B2BEnterprise(30peopleSalesTeam)用简道云搭建CRM,2Hours落地

CoreRequirements

  • 痛点:CustomerInfo分散atExcel/微信,无法统一Manage&跟进
  • 目标:Implement线索录入、跟进Record、商机转化、业绩Statistics
  • Applicable:B2BEnterprise、SalesTeam

CoreFunction

线索Manage:

CustomerBasic Information(CompanyName、联系people、电话、Industry、Region)+ 线索来源(展会/广告/转介绍)+ 意向etc.级

跟进Record:

Sales每times拜访/电话沟通afterFill跟进Record(Time、Method、Content、belowtimes跟进Plan)

商机转化:

线索 → 商机 → Quote → 合同签订 → 成交Customer(全生命周期Manage)

落地效果

成交率提升 40%

and时跟进,Customer不流失

CustomerNumber据统一

告别Excel,Info实时Synchronization

业绩可视化

Dashboard实时ViewSales漏斗

Inventory ManagementSystem

Supply ChainScenario

某零售Enterprise(3itemsWarehouse)用简道云搭建InventorySystem,2Hours落地

CoreRequirements

  • 痛点:多WarehouseInventory混乱,入库/出库Record不Specification,无法实时Query
  • 目标:Implement入库登记、出库Approval、Inventory预警、盘点Manage
  • Applicable:零售Enterprise、仓储Logistics

CoreFunction

入库Manage

  • • Procurement入库(Supplier、Product、Number量、批times号)
  • • 退货入库(Association出库单)
  • • 自动UpdateInventory余额

出库Manage

  • • Sales出库(CustomerOrder、Product、Number量)
  • • 领用出库(Department领用Approval)
  • • Inventory不足自动预警

落地效果

Query效率提升 100%

实时ViewInventory余额,告别翻账copies

Inventory预警准确

低atSecureInventory自动提醒Procurement

盘点效率提升 70%

手机扫码盘点,自动Comparison差异

设备巡检Manage

运维Scenario

某ManufacturingEnterprise(200台设备)用简道云搭建巡检System,1.5Hours落地

CoreRequirements

  • 痛点:设备巡检靠纸质Record,无法追溯,异常处理不and时
  • 目标:Implement巡检打卡、异常on报、维修Work Order、设备档案
  • Applicable:ManufacturingEnterprise、物业Manage

CoreFunction

扫码巡检

  • • 设备贴二维码,扫码打卡
  • • Record巡检Time、people员、Result
  • • 拍照on传设备Status

异常处理

  • • 发现异常立即on报
  • • 自动Create维修Work Order
  • • 维修people员接单处理

落地效果

巡检Coverage率 100%

扫码打卡,杜绝漏检

响应速度提升 3倍

异常自动推送,1Hoursinside处理

Number据可追溯

设备全生命周期Record可查

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