Clients, sales and services

Multi Store Standardization

The organization expands, and the local context will allow the various stores to develop their own forms and practices, and standards will gradually lose consistency. The system at headquarters only fails to see differences in the application.

ZhiHua Tech Original Course2 minutes 24 secondsFAQs and solutions in enterprise informatization

This video is used for enterprise-infomatic knowledge learning and internal discussions.

DIRECT ANSWER

Let's see what we can do.

The organization expands, and the local context will allow the various stores to develop their own forms and practices, and standards will gradually lose consistency. The system at headquarters only fails to see differences in the application.

VIDEO NOTES

The video content of this issue is read

The following are structured textual interpretations of the video for the current period, which allow for quick reading, internal discussion and search; it is not verbatim subtitles. Around “the more doors and branches, the easier the standards are to move”, it is suggested that a distinction be made between the appearances, the causes of operations and the conditions for system improvement before deciding whether process adjustments, data governance, system integration, automation or customization development are required.

1. Which standards must be harmonized at Headquarters

The organization expands, and the local context will allow the various stores to develop their own forms and practices, and standards will gradually lose consistency. Only the headquarters system will be able to see the differences in the system.

2. What differences can be configured regionally

The organization expands, and the local context will allow the various stores to develop their own forms and practices, and standards will gradually lose consistency. Only the headquarters system will be able to see the differences in the system.

3. How to use systems and inspection certificates

The organization expands, and the local context will allow the various stores to develop their own forms and practices, and standards will gradually lose consistency. Only the headquarters system will be able to see the differences in the system.

WORKFLOW DESIGN

What should we do with this scene?

Improving the life cycle of clients around customer follow-up, client litigation, after-sales movement, sales forecasting and multi-stores standardization. Around “the more doors and branches, the easier the standards are”, real input, desired output, tool privileges, manual clearance, unusual handling and operational acceptance indicators should be defined before deciding whether to use rules, scripts, API, Codex or other AIAgents.

01Which standards must be harmonized at Headquarters

The verification of conditions, liability, data sources and exceptions is done using real samples, and the presentation is not used as a substitute for production evidence.

02Which differences can be configured regionally

The verification of conditions, liability, data sources and exceptions is done using real samples, and the presentation is not used as a substitute for production evidence.

03How to do it with a system and a patrol.

The verification of conditions, liability, data sources and exceptions is done using real samples, and the presentation is not used as a substitute for production evidence.

IMPLEMENTATION PATH

Suggested paths for improvement

  1. 1
    Harmonization of client, contact and business opportunities

    Selecting recent and representative tasks and anomalies, identifying participants, input outputs, time and current costs.

  2. 2
    Create follow-up, service and abnormal closed loops

    Distinction between actions that are self-executing, that require manual confirmation and that prohibit automatic processing.

  3. 3
    Synchronize field, door shop and headquarters data in a timely manner

    Start with the draft, a copy or a limited scene, and keep the abnormal transferer and retreat.

  4. 4
    Continuous optimization based on conversion rates, response and compliance data

    Continuous observation of accuracy, adoption, processing cycle, error and real business results.

ACCEPTANCE

How to automate the receipt and inspection is really effective.

The acceptance cannot be based solely on whether a single demonstration runs. The following results should be observed continuously using independent samples and real anomalies, and pre-modification baselines of the same calibre should be maintained:

  • Complete client records and continuity
  • Follow-up and client complaints are closed.
  • Priority distribution of services resources
  • Forecast error and client waiting to drop

The authorization, approval, audit and manual takeover must also be verified when it comes to the amount, customer commitment, privacy, compliance, production change or deletion operations.

RELATED RESOURCES

Continue to learn about the programmes