简化程序和政策：Liston Newton Advisory 和 SweetProcess 案例研究
适用行业
- 建筑物
- 金融与保险
用例
- 时间敏感网络
服务
- 培训
关于客户
Liston Newton Advisory 是一家 B2B 金融服务和会计事务所，通过提供后端会计、工资、税务和咨询服务，帮助企业主发展和扩大公司规模。该公司拥有 30 名员工，在澳大利亚、菲律宾和印度设有 6 个办事处。他们计划扩展到澳大利亚所有主要城市，包括悉尼和布里斯班。该公司坚信标准化其服务，以确保所有客户都能获得相同水平的服务，无论他们与谁互动。
挑战
Liston Newton Advisory 是一家 B2B 金融服务和会计事务所，在标准化澳大利亚、菲律宾和印度六个办事处的服务方面面临着重大挑战。随着公司的发展，他们需要快速有效地招募新员工。然而，使用 Microsoft Word 文档和标准程序模板会导致混乱和效率低下。更新程序是一个繁琐的过程，并且很难为最新程序建立单一的事实来源。该公司尝试了多种策略来解决这个问题，包括创建程序的版本历史记录和指定程序的领导者。尽管做出了这些努力，他们仍无法解决问题，导致时间和资源的浪费。
解决方案
Liston Newton Advisory 转向 SweetProcess，这是一种帮助企业记录和简化其程序和工作流程的工具。该公司的主管 John Liston 通过 Google 搜索找到了 SweetProcess，并因它允许用户下载所有数据而感到放心。尽管最初对学习新应用程序所需的时间持怀疑态度，Liston 发现 SweetProcess 易于使用，并且使培训过程更加简化。该公司现在使用 SweetProcess 中的标签功能可以轻松地按标签搜索程序，并将所有内容分为三个类别 - 会计、财富和管理以便于查找。事实证明，SweetProcess 对于制定公司政策也很有价值，员工现在可以随时轻松访问这些政策。该工具还大大加快了员工入职流程。
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