How to build an information management system independently

This article introduces a new solution for information management, which allows ordinary users to independently build management systems, suitable for managers and IT personnel to read.

I. Introduction

There are many management softwares on the market, but it is often difficult to find one that suits you. Here is a new plan that uses the rapid development platform to build by itself and implement information management independently. It is aimed at non-professional ordinary users, usually within two or three days, you can make a management system that suits you, and it can be used by multiple people, and the computer and mobile phone can be used simultaneously.

The content of this article: the disadvantages of traditional solutions, platform design ideas, scope of application, general usage, analysis of advantages and disadvantages, and finally share a customer example. Read this article, it takes about 10 minutes.

2. Disadvantages of traditional solutions

There are two traditional methods for enterprise information management: one is to purchase finished software, and the other is to re-development, but these two methods are often not easy to use.

The finished software is often too large, not too few functions, but too many like a maze, most of which are not used, and a simple management is often very complicated. In addition, the functional format of the finished software is fixed, and what you can use may not be suitable for you. Going back to the root cause, the problem with finished software is that you need to obey its thinking logic, you need to accommodate it, not it accommodates you.

Re-development requires professional personnel. It is difficult for you to describe the requirements very clearly. When he finally does it, the result is often a lot of problems. You complained that he did not do it right, and he complained that you didn't explain clearly that the N rounds could not be completed without fighting. Therefore, redevelopment is very troublesome, time-consuming, expensive, and highly dependent on others in the later stage.

Is there a tool that allows ordinary users to build their own, simple and comprehensive if they want to be simple? The answer is yes. Huachuang Information Management Platform is designed for this purpose. It is an open management platform for information management. It can be built on demand. Everything obeys your thinking logic and can quickly build a suitable one. Management system.

Three, platform design ideas

The platform designer believes that the core of any management system is a table that stores information. The more types of tables, the more uses they are. The front-end operation interface and back-end database are the implementation methods and serve the tables. It is easy to build a table, but the operation interface and background implementation are troublesome. Therefore, the design philosophy of the platform is to allow users to build tables on demand, and build any tables they want to manage, so that users can control the core. The operation interface of the table and the back-end database are automatically generated and maintained by the platform, without the need for users to worry about it, so as to get rid of the technical details, it is simple to use and easy to build.

Simply put, to use this platform, you only need to do one thing: create tables, set table columns according to your own management needs, you can add, delete, modify, and check data, and you can use it without programming or Additional steps such as compilation. During use, you can adjust it at any time if you find it inappropriate.

Those who have used Excel will find that this is not Excel? Yes, it is similar to Excel in terms of its free table creation ideas. The difference is that Excel is suitable for single use, while the platform adopts the B/S architecture, which is suitable for multiple people to use together, the computer and mobile phones are used simultaneously, and the user's operating authority can be set. In addition, Excel is the concept of a work board with limited capacity and is suitable for processing current data, while the platform is a system concept with a database on the back end, which has unlimited capacity and can accommodate many years of data.

As for other functions of the platform, including permission control, statistical reports, form printing, reminder notifications, business process settings, etc., they are all based on data tables and can be set on demand. With these functions, what you build is not a simple data storage tool, but a fully functional information management system.

4. Scope of application

Self-built, suitable for the management of small and medium-sized enterprises, and department-level management of large enterprises. They have a common feature, that is, they have not yet formed a fixed management model, and their business often changes. Therefore, what they need to manage, what format management, The level of detail must be determined according to your own situation.

With this platform, you can independently implement information management as needed, ranging from personal bookkeeping to customer management, project management, sales management, after-sales repairs, inventory management, asset management, personnel and salary, All kinds of management such as OA office, fee and payment... are all applicable. One platform is equivalent to multiple sets of traditional management software, which is very practical.

Five, general usage

1. How to install

Choose a computer as the server to install this platform, other computers, mobile phones, etc. can be accessed through a browser without installation. Server-side requirements: Windows Chinese version, IIS 5.0 or higher, the database can use the Access that comes with the platform, or use an independent SQL Server. Client requirements: use a browser to access, computers, Android phones, and iPhones are acceptable.

2. How to log in

On the client side that needs to be accessed, first open the browser and enter the login URL to enter the login page, as shown in the following figure:
How to build an information management system independently
Figure 1: Platform login interface
description:
If it is accessed from the server, enter the URL h ttp:/ /localhost/hcgis/login.asp is fine; if you are accessing from other computers on the LAN, replace "localhost" in the URL with the server's machine name or local IP address; if you are accessing from a computer or mobile phone on the Internet, Just replace "localhost" in the URL with the server's domain name or fixed IP address. The initial user name and password are both Admin.

3. How to build a table

After logging in for the first time, you need to create a table before you can record data. The table creation in the platform is very similar to Excel, as shown in the following figure:
How to build an information management system independently
Figure 2: Data operation interface
description:
Location ①: Add table. It is used to quickly add data tables. You can create any tables you want to manage, such as customer information tables, order information tables, etc.
Position ②: add a column. Used to quickly add data columns (ie fields), each column must specify a data type, including: numeric type, text type, text field type, date type, drop-down box, check box, attachment, hyperlink, automatic numbering . Among them, the text field is used to store multiple lines of long text; the attachment is used to upload and store various files, including pictures, Word, Excel, PDF, etc.

4. How to manipulate data

After the table is created, the platform automatically generates the front-end operation interface and back-end database, without any additional processing, you can add, delete, modify, and check data, as shown in the following figure:
How to build an information management system independently
Figure 3: Data operation interface
description:
location①: new . Used to add new records, click this button to pop up a page data entry interface.
Position ②: delete. Used to delete records, first check the row to be deleted, and then click this button to delete.
Position ③: Tools. Used for data processing, batch import data, export data, copy data, modify data, set list, etc.
Location ④: Detailed. It is used to view and modify a single record. After Click, a page-style browsing interface will pop up, displaying the detailed data of the record, and a page-style modification page, which can modify and save the record.
Location ⑤: Query. Used to query data, first enter the query conditions, and then click this button to find out the data you want from the database.

5. Association and reference between tables

The data tables created by the user can be independent of each other or can be associated. For example, a certain unit uses it to manage sales business and builds 3 tables: customer information table, order information table, and order detail table. There is such a logical relationship between them: a customer may have multiple orders, and an order may have multiple The details are as shown in the following figure:
How to build an information management system independently
Figure 4: Schematic diagram of the relationship between tables
Description:
In this case, you can associate the data tables in the platform and set up two parent-child relationships:
Relationship ①: The customer table is the parent and the order table is the child , Associate with customer number.
Relationship ②: The order table is the parent, and the detail table is the child, which is linked by the order number.
After the association is established, the data tables can refer to each other’s data, either the child can refer to the parent, or the parent can refer to the child. The reference field can be automatically updated with the other party’s modification:
Field ③: The child refers to the parent, and the order table refers to the customer table So that you can see the customer’s name directly in the order.
Field ④: The parent refers to the child, the order table summarizes the subtotals in the detailed table, so as to automatically calculate the order amount of each order.
Field ⑤: The parent refers to the child, and the customer table summarizes the order amount in the order table, so as to automatically calculate the total order amount for each customer.
In addition, after the association is established, when viewing the detailed information of the parent record, its child records will be attached; when viewing the child record, you can click the hyperlink pointing to the parent record to quickly view its parent information. Therefore, through the table association , Can organize data organically to form a hierarchical information structure.

6. More detailed settings

The previous method of adding tables and columns is a shortcut. The more complete function settings are located in the system management section, which is the control configuration center of the entire system, as shown in the following figure:
How to build an information management system independently
Figure 5: System management interface
description:
location①: field Set up. Used to maintain the fields (columns) of the table, can add, delete, and change fields, and can typeset the data entry page.
Location ②: Role permissions. It is used to set the role permissions, which can limit the user's operation permissions on the data table. The entry, viewing, modification, and deletion rights can all be controlled, and the control granularity is refined to records and fields.
Position ③: report design. It is used to set up statistical reports, can perform statistical analysis on the data in the table, and generate various statistical charts, including: classification list, classification statistical table, pivot analysis table, etc.
Position ④: form template. It is used to set up form templates, which can insert data into fixed-format Word and Excel templates, and generate files with real data, such as dispatch orders, quotations, contracts, approval forms, etc.
Position ⑤: Reminder template. Used to realize automatic reminders, you can set reminder timing, reminder frequency, reminder text, etc. The platform will monitor the matching of the template and data, generate reminders in time and send them automatically. The reminder method supports mobile phone text messages and WeChat.
Location ⑥: User account. It is used to open an account and set a password for the user. After setting it, tell him along with the login URL, and the user can log in and use it.
Position ⑦: Option dictionary. Used to set the drop-down options of the drop-down box type and check box type field.
Location ⑧: Operation log. The platform has a detailed operation log. When and where users log in, log out, and what operations are performed, they are all recorded one by one. This is used to query the user's operation log.
Location ⑨: Data sheet maintenance. Used to add, delete, and modify data tables, set up relationships between tables, etc.

Let’s take the role permissions at position ② as an example to explain how to set them. The screenshot is as follows:
How to build an information management system independently
Figure 6: Role permissions setting interface
description:
This role permissions is used to set the user Admin's operation permissions on data table 3, and authorization is ticked, no The authorization is not ticked, it is very simple, and is refined to records and fields.

All other functions use a simple and easy-to-understand setting interface, which can be mastered by ordinary users without programming. Due to space limitations, I will not introduce them one by one. In actual use, please watch their respective video tutorials with detailed step-by-step instructions.

Six, analysis of advantages and disadvantages

Using the platform to build it yourself, the biggest advantage is that it can be set up on demand. Set up whatever you want to manage, in line with your own business characteristics. If your business changes later, you can adjust it accordingly. Another advantage is that it allows you to gradually implement informatization. At the beginning, you can only do part of it, and when you are done and familiar with it, you can do other things and gradually expand and improve. Unlike the traditional method, it is very difficult to go all the way.

As the saying goes, the greatest shortcoming of self-built is derived from its advantages, because after all, it needs to be built by yourself, which is still more troublesome than just using it. Another shortcoming is that the information processing of the platform is abstracted as a pair of data additions, deletions and changes, and there is a lack of personalized processing buttons. For example, on the approval interface of traditional software, approval buttons can be arranged, but in the platform, only data can be modified. , Through indirect means such as modifying the approval status.

7. Customer Examples

Finally, share a customer example, a high-tech enterprise focusing on the research, development and utilization of water resources. Using this platform, they realized the centralized management of various fragmented data and built 9 management subsystems: human resources subsystem, market CRM subsystem, contract order subsystem, production management subsystem, warehouse management subsystem, after-sales service Subsystem, Financial Management Subsystem, Accounting Subsystem, Operation Results Subsystem, etc., and basic data tables. Below each subsystem, a number of data tables have been built. The following is a screenshot of the system:
How to build an information management system independently
Figure 7: Screenshot of customer example

Concluding remarks: This article provides a new informatization plan. Whether it is suitable for you or not depends on your own situation. There is no fixed plan for good or bad. The one that suits you is good. I hope it will help you.

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