适用行业
- 教育
- 金融与保险
用例
- 时间敏感网络
- 虚拟培训
服务
- 系统集成
- 培训
关于客户
CFO Services Group 是一家总部位于华盛顿特区的金融机构,为美国各地的小型企业和非营利组织提供会计服务。该公司成立于2012年,采用以客户为中心的方法来保护客户的利益。该公司处理企业的所有会计文书工作,使企业主能够专注于他们的专业领域。随着组织的发展,它在管理日益复杂的运营以及确保将专业知识传授给新员工方面面临着挑战。
挑战
CFO Services Group 是一家管理会计师事务所,在发展过程中面临着重大挑战。该公司总裁兼首席执行官 Manny Cosme 发现越来越难以捕捉每个客户需求的细微差别,尤其是在没有标准化工作流程的情况下。公司的发展也使得向新员工传授专业知识变得更加困难,从而导致潜在的错误,可能给客户造成重大的财务损失。该公司还努力提供标准化、定制的服务,以满足企业的特定需求,以实现最高价值。 Manny 最初尝试在 Microsoft Word 文档中记录他的流程,但事实证明这种方法对于提高员工的绩效无效。
解决方案
为了寻找更好的系统,Manny 发现了 SweetProcess,这是一款工作流程软件,可以让他记录流程并更有效地培训员工。 SweetProcess 成为 CFO Services Group 业务运营的重要组成部分,用于从员工入职和培训到任务管理和综合文档的几乎所有内容。该软件使曼尼能够创建一个集中的知识库,员工可以在其中找到执行任务所需的信息,从而减轻他们不知道该做什么和寻求他人帮助的压力。作为管理员,Manny 还可以授予团队成员编辑自己流程、设置审核日期以及更新策略、流程和程序的权限。
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