之前的文章里,我們?yōu)榇蠹医榻B了可以基于 Teams Platform 打造一站式工作平臺(tái),可以幫助企業(yè)無(wú)縫集成業(yè)務(wù)應(yīng)用和流程。其中羅列的可以整合到工作臺(tái)的業(yè)務(wù)場(chǎng)景二里,尤其提到了利用 Teams 快捷審批應(yīng)用輕松搭建自定義流程審批。
大家有興趣的話可以再?gòu)?fù)習(xí)下上次的文章《量身定制,這里有一款企業(yè)級(jí)超實(shí)用平臺(tái)》。或者訪問(wèn)(https://aka.ms/workhub-prod-overview)獲取更加詳細(xì)的產(chǎn)品介紹。
言歸正傳,今天我們來(lái)聊一聊快捷審批(EasyOA)這個(gè)應(yīng)用,它究竟能夠如何幫助到企業(yè)更高效地搭建自定義流程審批,從而更好地完成工作呢?
*重要提示:文末有 Microsoft Teams 快捷審批應(yīng)用免費(fèi)試用的福利,千萬(wàn)不要錯(cuò)過(guò)哦~
快捷搭建,開(kāi)箱即用
快捷審批內(nèi)部?jī)?nèi)置有開(kāi)箱即用的審批流程
快捷審批(EasyOA)本身提供豐富的預(yù)置模板,無(wú)需手動(dòng)搭建流程或定義表單格式,零成本滿足企業(yè)基本的流程搭建和管理的需求。另外,產(chǎn)品提供零代碼體驗(yàn),用戶可以通過(guò)配置的方式自定義表單格式及工作流程,滿足企業(yè)個(gè)性化需求。
Teams 里的快捷審批應(yīng)用的目標(biāo)是賦能企業(yè)客戶實(shí)現(xiàn)數(shù)字化辦公,專為 Teams 用戶搭建的工作流輕應(yīng)用。它可以覆蓋日常請(qǐng)假、出差、IT 申請(qǐng)、周報(bào)月報(bào)、績(jī)效評(píng)測(cè)等常見(jiàn)場(chǎng)景,基于微軟提供的內(nèi)置模板及流程,為用戶提供簡(jiǎn)捷、高效的提交及審批記錄管理體驗(yàn)??旖輰徟m用于企業(yè)內(nèi)部規(guī)范審批流程,或在一個(gè)團(tuán)隊(duì)項(xiàng)目組或者工作組內(nèi)部實(shí)現(xiàn)某特定流程及工作匯報(bào)場(chǎng)景的搭建。
Teams 自帶,更安全
Teams 生態(tài)內(nèi)無(wú)縫連接,安全、方便又舒心
Teams 作為微軟目前主推的未來(lái)協(xié)同辦公的操作系統(tǒng),提供了原生的交互接口,如 Tabs(標(biāo)簽頁(yè)),Bots(機(jī)器人),Adaptive cards(自適應(yīng)卡片),Messaging Extensions(消息拓展)等,通過(guò)這些接口,應(yīng)用的信息和交互可以無(wú)縫地融入 Teams 里基于聊天的上下文(包括 UI 和交互體驗(yàn)),讓一切都會(huì)變得更加的自然順暢。
當(dāng) OA 遇到 Teams 會(huì)產(chǎn)生什么樣的化學(xué)反應(yīng)
OA 作為一個(gè)應(yīng)用融入到 Teams 平臺(tái)后會(huì)讓審批流程變得So Easy
當(dāng) OA 深入融合了 Teams 體驗(yàn),可以利用 Teams 原生的能力實(shí)時(shí)跟進(jìn)或討論審批進(jìn)展,并利用 Teams 跨平臺(tái)的能力將 OA 的流程和移動(dòng)端打通,讓用戶在移動(dòng)設(shè)備上隨時(shí)隨地利用碎片化時(shí)間完成審批動(dòng)作或者跟蹤審批流程的狀態(tài)。
OA 變得以用戶為中心了,Teams 化的 OA 可以在 Teams 里呈現(xiàn)集中化審批信息,數(shù)據(jù)連通企業(yè)內(nèi)部系統(tǒng),一站輕松管理待處理審批。
到此為止,我們基本把 EasyOA 的前世今生通過(guò)三個(gè)角度介紹清楚了。但還有兩個(gè)核心重點(diǎn)值得再講一講!
首先,EasyOA 提供了基于業(yè)務(wù)場(chǎng)景的報(bào)表導(dǎo)出能力,它結(jié)合業(yè)務(wù)場(chǎng)景提供自動(dòng)的數(shù)據(jù)統(tǒng)計(jì)報(bào)表,幫助客戶快速洞察業(yè)務(wù)情況,發(fā)掘業(yè)務(wù)流程中存在的問(wèn)題并幫助持續(xù)地提高效率。EasyOA 的業(yè)務(wù)數(shù)據(jù)報(bào)表的導(dǎo)出可以很方便的和微軟的 Power BI 做集成,讓高大上的 BI 引擎更好地助力企業(yè)的流程效率提升。
其次,EasyOA 也可以作為企業(yè)內(nèi)部的流程消息中心在 Teams 中存在,應(yīng)用本身可以利用 Open API 和外部系統(tǒng)進(jìn)行對(duì)接,匯聚流程消息到統(tǒng)一的平臺(tái),提升流程信息流轉(zhuǎn)的有效率并提高流程處理的效率。
到目前為止,Teams 上的快捷審批應(yīng)用已經(jīng)在企業(yè)客戶和教育客戶場(chǎng)景下得到了推廣和應(yīng)用。在教育客戶場(chǎng)景下,我們利用 EasyOA 為學(xué)校打通了電子化的學(xué)生請(qǐng)假流程、IT 報(bào)修流程和進(jìn)出校門(mén)的申請(qǐng)流程,在疫情防控的大背景下,用依托 Teams 平臺(tái)的數(shù)字化流程替換傳統(tǒng)的紙質(zhì)申請(qǐng)和審批流程,在帶來(lái)更大的便利性和效率的同時(shí),讓流程變得更加的安全和有溫度。
在流程部署后的一次學(xué)校 IT 服務(wù)部門(mén)針對(duì)師生的問(wèn)卷調(diào)查中,EasyOA 得到了學(xué)校師生的廣泛認(rèn)同和好評(píng)。另外,我們和我們的合作伙伴一起依托 EasyOA 在 Teams 打造了企業(yè)加班申請(qǐng)和請(qǐng)假申請(qǐng)流程,用戶可以在一個(gè)統(tǒng)一的平臺(tái)完成申請(qǐng)的提交、跟蹤和確認(rèn),從而極大的提升了企業(yè)內(nèi)部流程運(yùn)作的效率。
In the previous article, we introduced that you can build a one-stop work entrance based on the Teams Platform, which can help companies seamlessly integrate business applications and processes. If you are interested, you can review the last article "Tailor-made, here is an enterprise-level super practical platform" or directly visit (https://aka.ms/workhub-prod-overview) for a more detailed product introduction.
The second business scenario listed in that article that can be integrated into the workhub, is a quick approval application which can be used to easily build a custom process approval in your organization. Today, we will talk about the application named “EasyOA”.
How can it help your companies build custom process approvals more efficiently, so as to complete your work in a better way?
* Important note: At the end of this article, there is a free trial of the Microsoft Teams quick approval app, don’t miss it~
Quickly setup with leveraging out of the box capability
Quick approval has a built-in approval process out of the box
Quick Approval (EasyOA) itself provides a wealth of preset templates, no need to manually build a process or define a form format from scratch, which can help enterprise to meet basic process construction and management requirement with zero cost. In addition, the application provides a zero-code experience, and users can customize the form template and workflow definition through a configurable UI to meet the specific needs of the enterprise.
The goal of the fast OA approval application in Teams is to deliver a light workflow application to enterprise customers and empower them to move to the next step in terms of office digital transformation. It can cover some common scenarios such as absence application, business trips application, IT applications, weekly and monthly reports, performance evaluations, etc.
Based on the default templates and processes provided by Microsoft, it provides users with a quick and efficient submission and approval record management experience in Teams. Quick approval is suitable for establishing an internal standard approval process of the enterprise, or building a specific process and work report scenario within a project group or working group.
Integrated with Microsoft Teams, more secure
Seamless integrated in Microsoft Teams, safe, convenient and comfortable
Teams is positioned as an operating system in Microsoft collaboration solution for future, which provides native interactive interfaces, such as Tabs, Bots, Adaptive cards, Messaging Extensions, etc. Through these powerful Interfaces, application’s data and interactions can be seamlessly integrated into the chat-based context (including UI and interactive experience) in Teams, which makes everything more natural and smooth.
What will happen when OA meets Microsoft Teams
A Teams platform fully integrated OA application will make the approval process pretty Easy
When OA is deeply integrated with Teams’ experience, you can use the native capabilities of Teams to follow up the approval progress in-time, and leverage the cross-platform capabilities of Teams to extend the OA experience to the mobile devices, which can empower users to use fragmented time anytime, anywhere on mobile devices to complete the approval or track the status of the approval process.
OA has become user-centric, because EasyOA in Teams can present centralized approval information in Teams, while the pending approvals can be easily operated in one place with consistent visibility.
So far, we have basically illustrated EasyOA clearly from three angles. But there are two more things worth highlighting!
First of all, EasyOA provides the ability to export approval data based on business scenarios. It combines business scenarios to provide data statistical reports to help customers quickly gain actionable insights, discover problems in business processes and help improve efficiency continuously. The exported EasyOA business data can be easily integrated with Microsoft's Power BI, so that the world class BI engine can help enterprise to drive process more effectively and efficiently.
Secondly, EasyOA can also be playing as a role in Teams as the internal workflow message center in an enterprise. The application itself can use Open API to be connected by external systems, with the purpose to converge process messages to a unified Teams based platform. It can not only improve the efficiency of process information flowing, but also improve the efficiency of process processing
So far, the quick approval application (EasyOA) for Teams has been promoted and applied in the scenarios of several enterprise customers and education customers. In the education customers’ scenario, it empowers customers to open up the electronic student absence application process, IT application process, and entrance application process for the campus. In the context of epidemic prevention and control, customers replaced their traditional paper based process with a digitalized process on top of Teams platform, which not only brings greater convenience and efficiency, but also makes the process safer and warmer.
In a recent questionnaire survey conducted by the school’s IT service department on teachers and students, EasyOA was widely recognized and praised by the interviewees. In addition, using EasyOA, we have partner to create their overtime application and leave application process in Teams, where employees can submit application, track and finish application on a unified platform, which greatly improves the effectiveness of internal process’s operation in their company.
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