技术
- 平台即服务 (PaaS) - 应用开发平台
- 传感器 - 全球定位系统
适用行业
- 教育
- 金融与保险
适用功能
- 维护
用例
- 公共交通管理
- 虚拟培训
服务
- 培训
关于客户
connectFirst 是一家加拿大信用社,正准备通过合并四个信用社来实现大幅扩张。此次扩张的目标是为艾伯塔省 40 多家分行提供一致的会员服务体验。该公司有 740 名员工需要获得标准化政策和程序。合并之前,各部门一直使用不同的工具来记录政策和程序,这使得编辑文档和查找必要的文章变得困难。随着业务的扩展,他们需要每个分支机构都能访问最新信息。
挑战
加拿大信用合作社 connectFirst 正准备通过合并四个信用合作社来实现大幅扩张。此次扩张旨在为艾伯塔省 40 多家分行提供一致的会员服务体验。然而,这意味着 connectFirst 需要标准化政策和程序,供所有 740 名员工使用。面临的挑战是协调分散在四个部门的文件,每个部门都有自己的银行系统和流程。此外,这些部门一直使用不同的工具(包括 OneNote、SharePoint 和 Word 文档)记录政策和程序,这使得编辑文档和查找必要的文章变得困难。随着业务扩展,他们需要 40 多个分支机构中的每一个都能够访问最新信息。
解决方案
connectFirst 决定为他们的所有资源创建一个一站式商店。他们的目标是制定一套适用于所有分支机构的政策和程序,确保为其会员提供卓越的服务。主要目标是合并和标准化文档,以创建一个事实来源,并使员工能够轻松查找信息。他们希望为他们的信用合作社提供类似谷歌的体验,让员工可以轻松找到问题的答案。在比较各种平台后,connectFirst 选择了 ScreenSteps,这是一家知识库软件公司,可简化整个组织内文档的创建、存储、共享和使用。 ScreenSteps 因其直观的学习、用户友好的内容导入以及易于文档编辑和维护而被选中。 connectFirst 于 2020 年 1 月正式收购 ScreenSteps,并于 2020 年 11 月推出其知识库。
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