[Primijetiti: Ovaj članak objavljen na cross- Krajnjeg korisnika SharePoint ovdje: http://www.endusersharepoint.com/2009/09/09/sharepoint-a-case-study-in-ask-the-expert/]

Ponekad, kada radite kao konzultant (kao zanimanje, ili u savjetodavnu ulogu u vašoj tvrtki), you find yourself living in an Onion story. The Onion has a series of articles called “Ask an [stručnjak] oko [neki problem]". This follows the famous “Dear Abby” format where a concerned person is asking for personal advice. The onion’s “expert”, međutim, is so focused on his/her area of expertise and current problems that the expert ignores the question entirely and rambles on about his area of expertise. As consultants, we need to keep that in mind all the time and avoid falling into that trap. It’s classically described like this – “when you use a hammer all day long to solve your problems, everything starts to look like a nail.” We professional consultants are always on guard against that kind of thing, ali dolaze u dodir s ljudima koji su ozbiljni profesionalci u svojoj ulozi, but are not consultants. They don’t have the same need or training to do otherwise.

Prošli tjedan, Sam pisao o jednom od moje tvrtke klijentima i da će projekt we have to enable high quality collaboration between various eye doctors in the US and Canada performing clinical research on rare disease. In addition to leveraging core SharePoint features to enable that collaboration, we’re also working an expense submission and approval process. It’s complicated because we have so many actors:

• Nekolicina pojedinaca na različitim liječničkim praksama koje mogu ući troškove na liniji.
  • Postoji više od 40 liječničke prakse.
  • Na nekim praksi, liječnik koristi sustav izravno.
  • Na mnogim praksama, na liječnička osoblje koristi sustav izravno.
• Financijska administrator (koji radi za moj klijent izravno) koji provjerava troškove za točnost i relevantnost, odobrava ili odbija ih na organizacijskoj razini.
• A 3rd party accounts payable group. These people pay all of the bills for out client, not just bills coming out of the rare disease study.

The Accounts Payable group has been a challenge. Working with them yesterday reminded me of the Onion series. In my role as business consultant, Objasnio sam potrebu da se na obveze prema dobavljačima društva:

• Kliničke studije stranice (liječničke prakse) nastati troškovi studija-.
• They log onto the “web site” and enter their expenses using an online form. U tom slučaju, the “web site” is hosted with SharePoint and the expenses are entered into an InfoPath form. Expense receipts are scanned, postavljena i priključen izravno u obliku.
• Automatizirani proces tijek traži odobrenje odgovarajućeg financijskog administratora.
• Vi, dear 3rd party AP company – please review and approve or deny this expense. I’ll send it to you any way that you want (u roku od razloga).U ovom trenutku u raspravi, I don’t really care how it needs to be bundled. I want to work with the AP group to understand what they need and want.

Kad sam objasnio potrebu, 3. Stranka je duboko zaroniti u svom unutarnjem mumbo jumbo žargon o troškovima odobrenja procesa, Oracle kodovi, potpredsjednika potpisa, 90 dan turn-zaobilazna, itd.. And panic. I shouldn’t forget about the panic. One of the bed rock requirements of the consulting profession is to learn how to communicate with people like that who are themselves not trained or necessarily feel a need to do the same. Among other things, it’s one of the best parts of being a consultant. You get to enter a world populated with business people with completely different perspectives. I imagine it’s a little bit like entering the mind of a serial killer, osim što nisu srušene za život nakon iskustva (iako ulazak u um AP menadžera nije šetnja po parku 🙂 [vidi značajnu notu ispod ***] ).

One of the great things about our technical world as SharePoint people is that we have ready-made answers to many of the very valid concerns that people such as my AP contact have. Is it secure? How do I know that the expense was properly vetted? Can I, kao konačni obveznik, vidjeti sve pojedinosti o trošku? How do I do that? What if I look at those details and don’t approve of them? Can I reject them? What happens if the organization changes and the original approver is no longer around? Can we easily change the process to reflect changes in the system? Mogu li ponovno ovu trošak Godinu dana kasnije, ako i kad sam se revidiraju i treba braniti plaćanje?

Kao SharePoint ljudi, we can see how to answer those questions. In my client’s case, ćemo odgovoriti na njih više ili manje kao što je ovaj:

• InfoPath obrazac kako bi se omogućilo web stranice kako bi snimili svoje troškove te ih podnijeti na odobrenje.
• Mjesta mogu se vratiti na mjesto kako biste vidjeli status svoje izvješće troškova u bilo koje vrijeme.
• Kako doći do značajnih događaja (e.g. Troškovi se odobrava i podnosi za plaćanje), Sustav proaktivno ih obavijesti putem e-maila.
• Sustav obavještava financijski administratoru jednom izvještaj podnesen na odobrenje.
• Financijski administrator odobrava ili odbija zahtjev.
• Nakon odobrenja, rashodi u paketu se u poruci e-pošte i poslati na 3rd party platitelja organizacije.
• 3. stranka obveznik ima sve informacije koje su potrebne za ocjenu troškove i mogu pristupiti SharePoint okoliš da kopaju u detalje (prvenstveno reviziju povijesti za provjeru "istina" od troškova).
• 3rd party payer can approve or reject the payment using their own internal process. They record that outcome back in the SharePoint site (koji izaziva obavijest e-poštom na odgovarajuće osobe).
• U budućnosti, bilo bi lijepo izrezati ovu tiho e proces i umjesto hrane troškova podatke izravno u sustav.

U zaključku, postoji stil života ovdje da opišem od stručnog konzultanta gledišta, but which applies almost equally to full time employees in a BA and/or power user role. Work patiently with the experts in your company and extract the core business requirements as best you can. With a deep understanding of SharePoint features and functions to draw upon, više nego često ne, ćete biti u mogućnosti odgovoriti na pitanja i ponuditi načine kako unaprijediti svačiji radnog dana utjecati osnovne značajke SharePoint.

***Važna napomena: I really don’t mean to compare AP people to serial killers. Međutim, I could probably name some AP pro’s who have probably wished they could get a restraining order against me stalking them and asking over and over again. “Where’s my check?” “Where’s my check?” “Where’s my check?"

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