The IT industry refers to the science and technology industry with information and communication technology as the core, providing enterprises and individuals with digital solutions, covering hardware manufacturing, software development, Internet services, telecommunications operations and other fields.

Under the wave of new technological revolutions such as artificial intelligence and the Internet of Things, the product iteration speed in the IT industry is accelerating, posing new challenges to the learning and innovation mechanisms within organizations. The flattening of organizational structure in IT enterprises is an industry with high human capital density and knowledge integration. At the same time, due to the development and familiarity with software, there is a high demand for informatization and in-depth personalized needs.

By creating a digital operation platform with "people" as the core for IT enterprises, and adjusting the organizational structure to flexibly adapt to the personnel arrangement of scientific research projects, integrated management of knowledge, collaboration, marketing, projects, personnel, finance, contracts, etc. can be achieved, helping IT enterprises establish internal learning and innovation mechanisms and achieve agile collaboration in the research and development process.

one

Knowledge and Collaboration Driven by Talent Density

Integration and integration of knowledge, real-time collaborative communication, and improvement of technology conversion

The IT industry is characterized by talent intensity, high knowledge integration, frequent project-based communication, and the need for a unified platform to manage enterprise documents and automatically generate knowledge from each collaborative communication. Assist IT companies in achieving efficient collaboration and communication, automatically generating knowledge, and ensuring the secure and efficient use of knowledge.

1) Knowledge and R&D collaboration: Breaking down knowledge silos between organizations and systems, automatically collecting knowledge (such as patents, papers, regulations, experimental data, project documents, etc.), dynamically pushing knowledge based on roles and task stages, and establishing a quantitative evaluation and incentive mechanism for knowledge, providing knowledge operation and continuous optimization for the R&D process.

2) Build a unified knowledge base for sales/pre-sales: fully archive pre-sales bidding materials, technical knowledge, project experience, research and development achievements, and other knowledge documents for structured intelligent classification, making it easy for sales and pre-sales personnel to quickly query and apply.

3) Intelligent knowledge search and utilization: Through mobile intelligent voice search and Q&A, knowledge retrieval and application are carried out in different ways, and knowledge is located through various channels such as unified search, multi-dimensional query, personal knowledge space, and thematic knowledge maps.

4) Knowledge management security standards: using security control measures such as document permission settings and document download frequency control, combined with dynamic permission matrices to ensure secure access and use of core technical materials.

5) Agile communication and collaboration around customers: Whether it's pre-sales, after-sales, or implementation processes, you can initiate a work group chat with just one click to join the organization's technical support personnel, developers, and external customers, achieving internal and external collaboration and improving problem response speed.

6) Collaboration automatically generates knowledge: A collaborative area is created around customers, projects, technical issues, etc., which automatically accumulates and exchanges knowledge documents, and automatically archives them to the corresponding knowledge directory to form a structured knowledge base.

two

Flexible adjustment capability of flat organization

Flexible adjustment of organizational structure and virtual organization management

The pursuit of intrinsic potential and innovation capability by IT enterprises, combined with the characteristics of knowledge integration and talent density, makes the flattening of their structure inevitable. Assist IT enterprises in achieving flexible adjustment of organizational structure, effectively addressing issues such as changing organizational structure and virtual organizational management.

1) Standardization of job staffing: Unify the management of job categories, job levels, job grades, and positions, achieve linkage between job positions, control recruitment needs through job staffing, and monitor the saturation of staffing levels in various departments in real time.

2) Automatic update of organizational structure: Employee onboarding, transfer, and offboarding are managed throughout their entire lifecycle. The change process automatically triggers organizational structure updates, and job changes automatically adjust the permission system, achieving synchronization between organizational structure and business, eliminating the need for dedicated maintenance personnel.

3) Multi dimensional organizational management: For IT enterprise project-based operation and cross departmental collaboration, it supports building organizational trees based on virtual dimensions such as business lines and project groups, which can operate independently of administrative architecture, separate permissions and processes, and achieve "one person, multiple positions", flexibly switching roles and identities in different processes.

4) Refined permission control: Through hierarchical and decentralized management, flexible permission allocation and dynamic personnel management are achieved, effectively controlling the data permissions of the group and subsidiaries. For one person with multiple positions, automatic matching of permissions under multiple accounts is achieved.

three

Customer Marketing Management

Collect clues from all channels and follow up on intelligent business opportunities

IT enterprises have multiple customer sources, wide industry coverage, and significant demand differences, helping them establish a customer-centric marketing system and achieve comprehensive control over customers, business opportunities, bidding, deposits, quotations, and other aspects.

1) Customer management: Collect marketing leads from all channels, record and maintain customer information through "customer cards", and automatically collect customer business data through AI to ensure the comprehensiveness and real-time nature of the information. Support the establishment of communication groups centered on customers, achieving integrated management of customer follow-up, contact reminders, customer visits, contact records, customer communication, customer monitoring, customer authorization, etc.

2) Business opportunity management: In response to the needs of IT industry business opportunity information synchronization and cost linkage, effective collision avoidance forms are reported online, AI assists in follow-up guidance, automatically matches missing information points in business opportunity cards, and provides specific follow-up suggestions to ensure project cost and information linkage, reduce bidding risks, and improve bidding efficiency.

3) Tendering and Bidding Management: Tendering and bidding in the IT industry have the characteristics of complex technical parameters and high requirements for scheme adaptability. It helps IT enterprises achieve a closed-loop management of the entire process, including bidding application, bidding analysis, qualification support, bidding document preparation, security deposit management, and bidding result feedback. Through the intelligent bidding assistant, the bidding documents are automatically compared with the bid documents, and business qualifications, quotation data, etc. are checked to ensure the accuracy of information.

4) Quotation management: The IT industry involves customized requirement assessment and multiple quotations in the quotation process, realizing the function of automatically generating product quotations based on customer requirement documents. Through AI assistants, the compliance and cost analysis of quotations are automatically checked, and multiple historical versions of quotations are recorded. Finally, quotations are sent to customers through electronic signature, standardizing the entire quotation process.

5）客户画像管理：通过统一的客户库，整合工商信息、联系记录、历史交易等数据，生成客户画像，用于实现精准营销、提升客户价值和优化资源配置。

four

Research project management

Standardized contract, reasonable cost control, clear goals and tasks

IT companies have multiple projects and need to manage "delivery risks" and "financial risks" to help them achieve contract specifications, clear goals and tasks, reasonable project resource allocation, and standardized cost control during project execution.

1) Pre sales and feasibility analysis: During the pre-sales stage, sales can query historical bidding documents, quotation templates, and other information through intelligent voice mini e at any time, or initiate pre-sales support applications through mobile devices. Feasibility analysis of the project, automatic communication with internal IT experts, assessment of the project's true situation and risks, and estimation of project feasibility.

2) R&D project initiation and resource allocation: The IT industry project initiation work involves filling in customer, contract, product information, and personnel resource allocation. Assist IT enterprises in achieving automated project initiation management. Through project intelligent assistants, automatic information filling and project proposal preparation can be achieved, and relevant experts can be intelligently recommended based on project information. Resource arrangements and conflicts can be clearly displayed through resource dashboards, and external users can be associated to form an internal and external collaborative project organization.

3) R&D tasks and progress tracking: The implementation of scientific research projects requires task decomposition and management of the progress, cycle, and other aspects of R&D tasks. Through AI intelligent assistant, one click generation of R&D task plan, clear delivery time and R&D leader, automatic generation of project weekly report, summary and analysis of project related tasks, identification of potential risks, real-time tracking and feedback of project execution process.

4) Project procurement and payment management: Targeting the procurement needs of hardware production, system integration, outsourcing services, intelligent devices, and other links in the IT industry, we achieve a closed-loop management of the entire process from supplier admission, sourcing bidding, to contract performance. Simultaneously achieve data integration with ERP and budget systems, verify procurement budgets and fund plans in real-time, and prevent overspending risks.

5) Project delivery and summary analysis: Daily project outcome documents are submitted and automatically collected by the system to form a complete project document system. With the help of project cards, all project information can be summarized, including project progress, change information, development cycle, implementation status, etc., and comprehensive and clear project summary reports can be provided from the project dimension, monitoring dimension, and sales dimension, providing insight into the overall operation of the project.

6) Project after-sales management: The IT industry's after-sales service is characterized by strong technical dependence and a large proportion of remote services. By establishing customer-centric data connectivity and service collaboration for IT enterprises, integrated management of after-sales work orders, secondary sales, and internal and external collaboration of customer issues can be achieved. Combined with an intelligent after-sales knowledge base, a self-service Q&A center is formed by problem classification to help customers obtain problem solutions on their own.

five

Daily support management for personnel, finance, contracts, etc

Intelligent personnel management, business and financial collaboration

Based on the characteristics of the IT industry, assist enterprises in building daily support platforms such as personnel, finance, and contracts, focusing on the "selection, utilization, education, and retention" of scientific research talents, combined with cost control, contract and other business processes, to achieve information integration and efficient operation of daily work.

1) Research talent management: IT companies are talent intensive enterprises, emphasizing project-based personnel deployment and continuous training. By integrating the talent management system of selection, utilization, education, and retention, and incorporating intelligent technology to drive the entire process of personnel management, AI intelligent resume capture and screening of talents can be achieved. Combined with training robots, talent can be accompanied, trained, tested, and checked for integrated management, and talent portraits can be generated to intelligently warn of change risks, helping IT enterprises improve human efficiency and reduce costs.

2) Contract management: The delivery standards for IT industry contracts are complex, with clear requirements for technical requirements, research and development cycles, implementation milestones, etc. Assist IT enterprises in achieving full cycle contract management, build intelligent contract template and clause libraries, and use AI intelligent review assistants to automatically correct errors and conduct legal reviews, ensuring contract standardization. At the same time, through the linkage of project progress and contract performance nodes, automatic payment reminders are triggered, real-time monitoring of performance nodes is carried out, and payment/delivery risks are alerted.

5) Financial Management: In response to the long R&D cycle and high proportion of labor costs in the IT industry, we assist enterprises in building an integrated financial management system before, during, and after the event, achieving multi-dimensional cost sharing and quota control. Implementation personnel can claim reimbursement through their mobile phones at the customer site, and automatically collect project costs based on labor costs, asset costs, etc. Finally, through bank enterprise direct payment, accounting system voucher push, and electronic accounting file storage, a closed-loop management of expenses is formed.

value summary

By creating a unified digital operation platform for IT enterprises, talent intensive knowledge collaboration and flexible organizational structure adjustment can be achieved. Around the operation of daily scientific research projects, customer, business opportunities, projects, contracts, procurement, cost control and other data are centralized on one platform. Through data connectivity and collaboration matrix, it helps enterprises build an efficient management platform driven by talent, knowledge accumulation, and business collaboration.