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第1页金蝶协同办公软件V6.1演示账套方案操作说明(制造行业、与K/3集成)金蝶协同解决方案事业部金蝶软件（中国）有限公司2011年5月金蝶协同办公软件V6.1演示账套方案操作说明第2页提提提要要要OA演示账套，通过模拟的客户应用场景，以流程演示的方式，面向接受产品培训的学员和售前的潜在客户，展示OA的产品理念和业务特性。演示账套目的1、展示竞争亮点和客户价值面向潜在用户，展示OA的竞争亮点和带给客户的价值，促进签单使用者：售前顾问2、讲解OA操作流程面向公司内部学员和客户的最终用户，帮助他们学会OA的操作使用者：OA产品讲师和实施人员演示方案并不能代替用户操作手册，并不覆盖所有的系统流程，也不会描述所有的操作细节。在学习产品时，可以与OA产品市场部提供的演示操作录像配合使用，快速直观地熟悉产品的操作流程。在售前演示时，建议根据客户的真实的组织架构、人员和流程等，对演示账套的数据进行修改，以达到更好的演示。金蝶协同办公软件V6.1演示账套方案操作说明第3页目录1.背景介绍···························································································································41.1.蓝海集团概况·················································································································41.2.蓝海集团信息化诉求·····································································································41.3.整体演示目标和效果·····································································································41.4.演示账套基础资料说明·································································································52.具体操作演示····················································································································72.1.办公助手·························································································································72.2.门户管理·························································································································82.3.协同审批·························································································································92.4.流程统计·······················································································································122.5.知识中心·······················································································································132.6.协同工作·······················································································································152.7.自由流程·······················································································································162.8.通知公告·······················································································································172.9.新闻中心·······················································································································172.10.车辆管理·······················································································································182.11.办公用品·······················································································································202.12.图书管理·······················································································································212.13.宿舍管理·······················································································································232.14.工作日志·······················································································································242.15.计划总结·······················································································································252.16.任务管理·······················································································································262.17.会议管理·······················································································································272.18.在线论坛·······················································································································272.19.问卷调查·······················································································································282.20.督办看板·······················································································································30金蝶协同办公软件V6.1演示账套方案操作说明第4页111...背背背景景景介介介绍绍绍1.1.蓝海集团概况（1）、蓝海集团为集技术研发、产品开发、生产制造、销售为一体的综合性集团，总部在深圳，在全国各地和海外设有一级、二级分支机构。研发、生产、经销工程机械产品。总部设在深圳，工程机械公司也设在深圳。蓝海贸易有限公司在中国主要省会城市设有直销机构销售公司产品，并通过其他城市的分销渠道销售产品。（2）、蓝海集团总部行使集团本部的职能管理，下设总裁办、财务部、人力资源部，分别垂直管理集团内部的人力资源规划财务核算、资金管理、等集团业务；（3）、蓝海技术有限公司负责工程机械的技术研发工作；蓝海贸易有限公司主要负责公司产品的销售和渠道建设；蓝海机械有限公司主要负责公司产品的生产制造。（4）、蓝海集团总部和蓝海机械有限公司为协同办公系统重点管理对象。1.2.蓝海集团信息化诉求蓝海集团目前在经营管理中主要面临的问题及需求有：信息化整合，将ERP、HR等业务系统进行有效整合；搭建统一的工作平台，业务、人事、行政等信息的集中展示；集团总部、蓝海机械的日常办公审批的规范化、流程化；搭建公司的公告、规定、制度、公告等集中发布和展示平台；搭建公司内部的信息沟通平台，让信息传递更及时、准确；提供有效的决策支持手段，更好的为集团管理层的决策支持服务；将集团内的信息系统进行有效的整合，提供协同应用；1.3.整体演示目标和效果突出产品亮点，强调客户价值突出“让管理看得见”的产品理念；从企业高层管理者、中层业务经理、职员等角色的角度出发，满足他们的应用诉求。通过形象的流程和数据，演示每一业务领域的亮点和客户价值，例如：普通职员发起流程，中层领导审批，高层审批，具体执行；突出跟K/3业务系统的集成：单点登录、基础资料同步、业务数据集成等；员工通过知识中心查询公司的行政、业务、技术文档；集团内外部新闻、重要公告发布；金蝶协同办公软件V6.1演示账套方案操作说明第5页对公司行政类资源（车辆等）的申请、审核、调度、应用、费用统计等管理；员工的个人办公需求，日志，计划，任务等；集团重大事项的督办。本次演示账套修改，重点完善OA6.1版本新增特性的展示。金蝶协同产品V6.1新增功能列表：金蝶协同软件V6.1功能.xls1.4.演示账套基础资料说明组织架构：自动同步自K/3系统角色管理：金蝶协同办公软件V6.1演示账套方案操作说明第6页用户管理：自动同步自K/3系统，登录帐号为用户管理中的用户姓名或登录帐号，密码默认为000000.金蝶协同办公软件V6.1演示账套方案操作说明第7页222...具具具体体体操操操作作作演演演示示示2.1.办公助手客户需求用户登录办公助手后，无需实时打开浏览器去刷新最新内容，有最新的事项发生，办公助手会闪动提醒用户并配合声音。演示要点安装部署：客户端环境要求说明中，下载并安装办公助手。办公助手配置：服务器、端口、应用路径、用户名、密码配