The low-code platform cooperates with OA upgrade to promote the information construction of financial enterprises

Editor's note: Digital office is inevitable for every enterprise in the information age, and OA system is a key link in digital office. How to keep pace with the times, maintain the vitality of the enterprise, and enhance the comprehensive competitiveness of the enterprise? This paper analyzes why the enterprise OA system needs to be upgraded, and further points out how to realize the upgrade.

Keywords: OA upgrade, low-code platform, old manufacturers, information construction

Why the OA system needs to be upgraded

Traditional OA is mostly a function-oriented product, providing a mature collaborative office system dominated by administrative office, but more and more companies complain that traditional OA has insufficient ability in process approval, poor self-expandability, and docking integration with business systems Also very difficult.

Low-code platform collaborative OA upgrade

So how to improve the situation of insufficient enterprise OA power? If the system is redone, the cycle will be long, the cost will be high, time-consuming and labor-intensive, and it will also bring inconvenience to the use of enterprise employees. How to achieve maximum optimization at the minimum cost in the original OA system of the enterprise is a difficult problem faced by the enterprise, and the low-code platform based on its own characteristics can be well qualified for this arduous task.

The old manufacturer Tianling low-code platform once designed and renewed a unified office intelligent OA management system for Fanhua Financial Corporation.

1. Presentation of the problem

Fanhua Financial Services Group had an original OA management system, but due to the solidification of the functional modules of the old system and the weak process engine, with the development of the enterprise, the adjustment of business functions was not convenient enough.

Two, the solution

Based on 20 years of rich experience in management systems, Tianling has created a new unified office platform according to the existing systems and actual needs of Fanhua Financial.

3. Function display

Vehicle management module: official vehicle application form, daily vehicle information registration, such as applicant, vehicle time, participants, driver arrangements, etc.

Meeting room application: Large groups have many meeting arrangements on a daily basis. In order to better arrange meetings for everyone, this module allocates meeting rooms according to the time and number of participants to improve meeting quality and efficiency.

Personnel file management: This module is used by the personnel department. The entry information, position, department, entry and exit, and changes of personnel in each department are classified in this module.

Fixed asset management module: daily electronic equipment asset records of the enterprise, including requisition, purchase, return, scrapping, etc. In addition, there is a supplier classification in this module, which is convenient for administrators to manage product suppliers.

4. Realize value

Through this upgrade system, Fanhua's financial management is more predictable, controllable and expandable.

(1) Realize OA replacement and upgrade

In a relatively short period of time, the replacement and upgrade of the original pan-micro OA, personnel management, administrative management, and financial management have been realized, which greatly saves manpower and financial resources, and responds to the urgent needs of enterprise business in a timely manner.

(2) Promoting the vitality of business management

The new unified office platform breaks away from the shackles of traditional OA from the starting point, and guides the whole process of construction with the methodology of BPM, upgrading the thinking of "people-oriented, document-based and basic collaboration" to "business-oriented". , by means of process-driven and report statistics", emphasizing the comprehensive support and deep empowerment of personalized business and complex business, so that business management can flourish;

(3) Improving the ability of enterprise informatization construction

Enterprise informatization construction is not accomplished overnight, but a long-term project. Enterprise informatization construction is far more than OA and also includes various types of management and business systems. The construction tools and methodologies have been more powerfully armed, and the autonomy and flexibility of enterprise information construction are also greater, laying a solid foundation for future development.

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