The work was prepared and defended in 2017 at the Moscow Financial and Industrial University Synergy, Faculty of Information Systems and Technologies, for the specialty “Information Systems and Technologies”, for the direction “Information Systems”, for the specialty “Applied Informatics (in Economics)”.
The project describes the process of automating the accounting of warranty equipment that comes in for repair and maintenance. Automation of this process will help increase the efficiency of decision-making and minimize management complexity. It also helps to collect the required statistics on the subject of requests, which is also important for creating a sound strategy for the company.
The purpose of this work is to implement an information system that helps automate the work of the PwC LLC SC to reduce the load on its employees, minimize errors, and increase the speed of work.
The main tasks of the work are:
- Studying the work of the company being described;
- Finding controversial issues;
- Expressing the relevance of automation;
- Proof of design decisions by type of security;
- Creation of a database and programs for interacting with it;
- Calculation of the level of project effectiveness.
The main objective of the project is to study the work of the company, identify existing shortcomings in the approach used to managing the company, and create a web-based system for automating processes that are associated with accounting for equipment coming in for repairs.
As part of the study of the control technology used, the goal and purpose of the developed software version for implementing this task were prepared, a comparison was made with similar systems for implementing this task, the results of the results were formalized, design technologies were determined, and a number of decisions were made on the types of software used.
An information model was created for the system being created, and a local coding and classification system was introduced. Decisions have also been made on the method of storing and organizing data. An infological database model was built.
Within the software, a function tree and a dialogue script for the operation of the system have been created, and a block diagram of the package has been prepared: a procedure implementation tree and a diagram of the interaction of program modules and files.
Within the framework of those support, a scheme for organizing the technology for searching, obtaining, processing and issuing data for the project being developed has been prepared.
Based on the analysis of the subject area and data obtained using the software solution method, the economic efficiency of the project was determined. Its indicator allows us to talk about the benefits of the project. Minimization of both labor and cost costs was noted.
The payback period for the project was 8 months.
Further development of the created system is necessary towards increasing its functionality, as well as further integration into the existing enterprise system.
In particular, further development and expansion of the developed application is necessary in order to record repairs and warranty service, as well as the preparation of reports on the work of the enterprise service department.
The project comes with a program in PHP and a mysql DBMS.
An important step in the design of any information system is the development of diagrams that reflect the functioning of the automated process. Currently, the CASE computer-aided design tool BPWin is widely used for these purposes. The BPWin software product is a powerful tool for creating models that allow you to analyze, document and plan changes to complex business processes. BPWin is a means of collecting the necessary information about the operation of an enterprise and graphically representing this information in the form of a holistic and consistent model. The BPWin model is a graphical representation of reality, that is, a means of documenting and formalizing business processes. Using it, you can build DFD and IDEF0 diagrams, which allow you to analyze from the point of view of information flows in the system and from the point of view of the functionality of the system itself.
Let's build IDEF0 and DFD diagrams for the enterprise, display the data processing technology and transfer of information from one function to another as part of the development of a corporate portal, as shown in Figures 1, 2 and 3.
IDEF0 – functional modeling methodology. Using the visual IDEF0 graphical language, the system under study appears to developers and analysts as a set of interrelated functions (functional blocks - in IDEF0 terms).
As a rule, modeling using IDEF0 is the first stage in studying any system.
The structural and functional diagram of IDEF0 is presented in Figure 1.
Figure 1 – Contextual level of the functional diagram “Service a user request to the IT service”
Figure 2 – Second level of the IDEF0 diagram “Service a user request to the IT service”
Unlike the arrows in IDEF0, which illustrate relationships, the arrows in DFD show how objects (including data) actually move from one action to another. This flow representation ensures that DFD models reflect the physical characteristics of the system, such as the movement of objects (data flows), the storage of objects (data stores), and the sources and consumers of objects (external entities).
Figure 4 shows the technology for processing data and transferring information from one function to another in the form of a data flow diagram (DFD diagram). Before constructing a data flow diagram, the input and output data of the system that influence its functioning are analyzed.
The input data for the system is: data for user authorization, information for contacting user support, information about the object being serviced.
The output data for the system is the entire completed application, the controlled process of execution of the application.
Figure 3 – Functional diagram (DFD)
In accordance with the purpose of the work, we will conduct research on the market for software products for corporate communication (portal market) and analyze the most well-known software solutions in this area.
The portal market appeared in 1998. Initially, developers who specialized only in portals competed in this market. After 18 months, other players appeared in this market - large and medium-sized software companies. At the peak of this market, there were more than 100 portal developers. Now there are no more than 60 of them .
Typically, there are three standard scenarios when choosing a solution for an enterprise portal:
Purchase of ready-made solutions (platforms or high-availability systems);
Development from scratch (custom development);
Combined approach (development of specific modules, but based on ready-made solutions or platforms).
But it is worth noting that recently a considerable number of free solutions have appeared. The use of free portals is increasingly common in Russia, but, unfortunately, it cannot yet compete with ready-made solutions or custom-made work, due to the fact that most of the implemented systems were launched as a test and took a long time to adapt to the organization. And time in business, as we know, is money.
Each approach has its pros and cons, but, as a rule, when choosing a solution, all approaches are evaluated according to the following set of criteria:
Cost of the solution (including licenses, equipment and work);
Speed of implementation and delivery of the finished system;
The uniqueness of the company’s business processes or the presence of specific requirements;
Corporate standards and technology preferences;
Availability of qualified specialists within the company and their specialization;
Innovative or conservative style of the company;
Approach to system implementation – the system is configured to suit the company’s business processes, or the company configures business processes to suit the functionality of the system.
In any case, a detailed analysis of the situation for each specific client and an individual approach when choosing a solution are necessary.
The methodology for implementing intranet portals is, in general, similar to the implementation of any information system with a large number of users. Of course, the implementation of such systems requires a professional approach on the part of developers, a qualified project manager and project team, and an industrial approach to the development and implementation of the system (design, development, testing, training, commissioning). But the most important thing that should not be forgotten is that when implementing a corporate intranet portal, it is not technical difficulties that come to the fore, but administrative problems, issues of information security, and the transfer of knowledge from the developer to end users.
Features of the implementation of a corporate portal largely depend on the goals and objectives that the customer sets for this system, on his corporate culture and the current level of automation in the company. Two companies competing in the market may have different system requirements, and the implementation of a corporate portal in these companies will be carried out in completely different ways.
As a rule, all companies face the same set of problems when implementing corporate portals. These include the following:
The need to change the company’s business processes due to already completed automation, the need to redistribute responsibility;
Lack of formalization of processes and their documentation, which does not allow for a clear statement of the task;
The habit of working on “personal contact”;
Low culture of computer use in companies;
Resistance from company personnel during implementation;
Insufficient firmness of management when implementing the system in the company;
Low level of understanding of the potential benefits from the use of corporate information systems by the company's management and employees;
Difficulty in formalizing the distribution of access rights to information;
An attempt to transfer the information chaos existing in the company into an automated chaos through a portal;
Lack of experience in operating such systems, and as a result, a low level of understanding of possible options for using the portal.
This is not to say that all these problems are insoluble. It’s just that in order to solve them more effectively, it is necessary to attract experienced specialists and consultants who have experience in implementing such systems and will offer the company ways and means of solving these problems, already tested with other clients, taking into account knowledge of the specifics of Russian business.
In our comparative analysis, we will consider several options for ready-made boxed portal solutions and one free one. WSSPortal and DeskWork portals are based on Microsoft SharePointServices technology, which is now very popular all over the world. 1C-Bitrix: The corporate portal and eGroupware are based on our own developments, and eGgroupware is generally an open source application.
1.3.1 eGroupware Portal
eGroupWare is a free software product designed to improve group collaboration in businesses ranging from a few to several thousand employees.
The implementation of eGroupWare will help to implement a unified information system at the enterprise and will help each employee solve current affairs.
eGroupWare includes applications such as :
Calendar. This component is designed to organize a single temporary space for the enterprise and allows you to schedule any events for yourself or a colleague.
Project management. Allows a large number of users to work on one project and perform specified actions for each of them.
Information Magazine. This is a log of all the events that you or your colleague must do at one time or another (make a call, perform some action, or just leave a note)
1.1 Characteristics of the Information and Analytical Center
1.1.1 Job responsibilities of the corporate portal administrator
1.2 Developing diagrams
An important step in the design of any information system is the development of diagrams that reflect the functioning of the automated process. Currently, it is widely used for these purposes. CASE -computer-aided design tool B.P.Win . Software B.P.Win is a powerful tool for creating models that allow you to analyze, document and plan changes to complex business processes. BPWin is a means of collecting the necessary information about the operation of an enterprise and graphically representing this information in the form of a holistic and consistent model. The BPWin model is a graphical representation of reality, that is, a means of documenting and formalizing business processes.With it you can build DFD - And IDEF 0-diagrams that allow you to analyzein terms of information flows in the system andfrom the point of view of the functionality of the system itself.
Let's build IDEF0 and DFD - diagrams for the enterprise, we will display the technology of data processing and the transfer of information from one function to another as part of the development of a corporate portal, as shown in Figures 1, 2 and 3.
1.2.1 Function diagram (IDEF0)
IDEF0 – functional modeling methodology. Using the visual IDEF0 graphical language, the system under study appears to developers and analysts as a set of interrelated functions (functional blocks - in IDEF0 terms).
As a rule, modeling using IDEF0 is the first stage in studying any system.
Structural-functional diagram IDEF 0 is shown in Figure 1.
Figure – Contextual level of the functional diagram “Service a user request to the IT service”
Figure - Second level of the diagram IDEF 0"Service a user's request to the IT service"
1.2.2 Data Flow Diagram (DFD)
Unlike the arrows in IDEF0, which illustrate relationships, the arrows in DFD show how objects (including data) actually move from one action to another. This flow representation ensures that DFD models reflect the physical characteristics of the system, such as the movement of objects (data flows), the storage of objects (data stores), and the sources and consumers of objects (external entities).
Figure 4 shows the technology for processing data and transferring information from one function to another in the form of a data flow diagram (DFD diagram). Before constructing a data flow diagram, the input and output data of the system that influence its functioning are analyzed.
The input data for the system is: data for user authorization, information for contacting user support, information about the object being serviced.
The output data for the system is the entire completed application, the controlled process of execution of the application.
Figure - Functional diagram ( DFD )
1.3 Comparative analysis of automated analogue systems
In accordance with the purpose of the work, we will conduct research on the market for software products for corporate communication (portal market) and analyze the most well-known software solutions in this area.
The portal market appeared in 1998. Initially, developers who specialized only in portals competed in this market. After 18 months, other players appeared in this market - large and medium-sized software companies. At the peak of this market, there were more than 100 portal developers. Now there are no more than 60 of them.
Typically, there are three standard scenarios when choosing a solution for an enterprise portal:
purchase of ready-made solutions (platforms or high-availability systems);
development from scratch (custom development);
combined approach (development of specific modules, but based on ready-made solutions or platforms).
But it is worth noting that recently a considerable number of free solutions have appeared. The use of free portals is increasingly common in Russia, but, unfortunately, it cannot yet compete with ready-made solutions or custom-made work, due to the fact that most of the implemented systems were launched as a test and took a long time to adapt to the organization. And time in business, as we know, is money.
Each approach has its pros and cons, but, as a rule, when choosing a solution, all approaches are evaluated according to the following set of criteria:
cost of the solution (including licenses, equipment and work);
speed of implementation and delivery of the finished system;
the uniqueness of the company’s business processes or the presence of specific requirements;
corporate standards and technology preferences;
availability of qualified specialists within the company and their specialization;
innovative or conservative style of the company;
approach to system implementation – the system is configured to suit the company’s business processes, or the company configures business processes to suit the functionality of the system.
In any case, a detailed analysis of the situation for each specific client and an individual approach when choosing a solution are necessary.
The methodology for implementing intranet portals is, in general, similar to the implementation of any information system with a large number of users. Of course, the implementation of such systems requires a professional approach on the part of developers, a qualified project manager and project team, and an industrial approach to the development and implementation of the system (design, development, testing, training, commissioning). But the most important thing that should not be forgotten is that when implementing a corporate intranet portal, it is not technical difficulties that come to the fore, but administrative problems, issues of information security, and the transfer of knowledge from the developer to end users.
Features of the implementation of a corporate portal largely depend on the goals and objectives that the customer sets for this system, on his corporate culture and the current level of automation in the company. Two companies competing in the market may have different system requirements, and the implementation of a corporate portal in these companies will be carried out in completely different ways.
As a rule, all companies face the same set of problems when implementing corporate portals. These include the following:
the need to change the company’s business processes due to already completed automation, the need to redistribute responsibility;
lack of formalization of processes and their documentation, which does not allow for a clear statement of the task;
the habit of working on “personal contact”;
low culture of computer use in companies;
resistance from company personnel during implementation;
insufficient firmness of management when implementing the system in the company;
low level of understanding of the potential benefits from the use of corporate information systems by the company's management and employees;
difficulty in formalizing the distribution of access rights to information;
an attempt to transfer the information chaos existing in the company into an automated chaos through a portal;
lack of experience in operating such systems, and as a result, a low level of understanding of possible options for using the portal.
This is not to say that all these problems are insoluble. It’s just that in order to solve them more effectively, it is necessary to attract experienced specialists and consultants who have experience in implementing such systems and will offer the company ways and means of solving these problems, already tested with other clients, taking into account knowledge of the specifics of Russian business.
In our comparative analysis, we will consider several options for ready-made boxed portal solutions and one free one. Portals WSSPortal and DeskWork technology based MicrosoftSharePointServices , very popular now all over the world.1C-Bitrix: Corporate portal and eGroupware are based on our own developments, and eGgroupware It is generally an open source application.
1.3.1 Portal eGroupware
eGroupWare is a free software product designed to improve group collaboration in businesses ranging from a few to several thousand employees.
The implementation of eGroupWare will help to implement a unified information system at the enterprise and will help each employee solve current affairs.
eGroupWare includes applications such as:
Calendar. This component is designed to organize a single temporary space for the enterprise and allows you to schedule any events for yourself or a colleague.
Project management. Allows a large number of users to work on one project and perform specified actions for each of them.
Information Magazine. This is a log of all the events that you or your colleague must do at one time or another (make a call, perform some action, or just leave a note)
Resources. Enterprise resource management.
Statement.
Knowledge base. It will help answer frequently asked questions and find instructions on how to act in a given situation.
The address book.
Bookmarks
eGroupWare allows you to conduct a survey of employees, organize communication via e-mail (IMAP) client, and also, using the built-in site manager, organize an internal corporate site.
It is important that eGroupWare is a freely distributed product (GNU GPL).
Figure 4 – e-mail client eGroupware
However, it is worth noting that eGroupWare is not very widespread in Russia and its installation and configuration is carried out only by a number of specialized companies, or by enthusiasts who study this portal for documentation in foreign languages. The lack of full official support for the Russian language, and the included localization cannot be considered complete, also makes the use of this portal for the needs of a Russian organization problematic. This problem is solved by finalizing the Russian localization, which requires additional time and resources. Due to the fact that all this is usually transferred to the specialist involved in the implementation of this portal in the organization, it requires a lot of time and certain skills from him.
1.3.2 Portal1C-Bitrix
"1C-Bitrix: Corporate Portal" isa software product for creating and managing a company’s internal corporate resource, solving the company’s communication, organizational and HR tasks.
Allows you to deploy a completely finished project in 4 hours - a corporate portal on which you can immediately work. Integration of the product into the IT infrastructure, system configuration, data filling and any modification of business logic are carried out without the involvement of technical specialists.
Figure 5 – Application module"1C-Bitrix: Corporate portal"
Features of "1C-Bitrix: Corporate Portal":
Corporate information management (ECM, Enterprise Content Management): publishing telephone directories, templates, documents, information about employees and the company, organizing a common document repository with common classifiers, editing files, the ability to work with the repository as a Windows network drive, searching through attached documents taking into account morphology, integration with Microsoft Office, Open Office.
Organization of collaboration: creation of working groups and organization of communications within them, distribution of access rights to collective documents, management of document versions, document flow.
Automation of HR department functions: integration with 1C: Salary and Personnel Management, automatic publication of employee absence schedules (vacations, sick leave, business trips), quick adaptation of new employees.
Training and testing of personnel, conducting online training courses, testing and certification of employees.
Increasing the efficiency of business processes: an expanded mechanism for submitting electronic applications - passes, courier delivery, stationery, booking meeting rooms, organizing meetings.
Social network and instant messaging system: uniting employees into groups, personal pages with personal photo galleries, files, blog, forum, friends, groups, certificates for completed online courses, saving a message log with keyword search.
Flexible integration into the existing IT infrastructure: integration into the corporate network (network drives and web drives); open protocols for data export and import (XML, CommerceML, CSV, Excel, RSS), etc.
A clear portal management system: the portal's adaptive interface allows you to quickly master the content management system and edit portal information without the involvement of technical specialists.
Additional product benefits:
2500 partners: the product is implemented by a wide partner network;
high performance: the portal created on the basis of the product can withstand any load;
optimal license cost and no additional hidden costs;
use of Enterprise 2.0 principles - web tools familiar to users (social networks, instant messages, search, tag clouds, forums, blogs);
SiteUpdate technology, which allows you to download product updates and new modules without additional costs;
adaptive interface and ease of portal management (Ajax interface);
working with free software (Unix, Linux, MySQL, PHP).
A corporate portal is created in several steps:
product installation and design selection;
system deployment and configuration;
changing the standard structure, importing data.
Due to the fact that the product includes the main basic modules of the well-known CMS “1C-Bitrix: Site Management”, setting up and operating the product (content, communications, web analytics, services) does not cause any difficulties.
The range of functions available in this solution is very wide, which, unfortunately, leads to the portal being overloaded with functions and modules that we do not need. Often, the average user simply gets lost in them, which can lead to a decrease in efficiency when using this portal. It would make the most sense to harness this enormous potential in very large organizations.
The cost of the product consists of the cost of the license for"1C-Bitrix: Corporate portal. Version for 25 users"and the cost of licenses foradditional users. The cost of a license for 25 users is 34,500 rubles.A license for an additional user costs 500 rubles. The cost of a license for an unlimited number of users is199,000 rub.
There are also three editions of the product, differing in functionality:
"1C-Bitrix: Corporate portal" - Intranet
"1C-Bitrix: Corporate Portal" - Extranet
"1C-Bitrix: Corporate portal" - Business processes
Edition with basic functionality - Intranet - matches current product capabilities and additionally includes several new business processes. Cost 34,500 rubles.
To the Extranet editorial office, which costs 59,500 rubles , the ability to manage the “Extranet” is enabled.
Senior edition with full functionality - Business processes - costs 99,500 rubles . The senior edition includes tools for visual design of business processes, the ability to manage the “Extranet”, as well as a Controller for integrating the portal with an external site.
1.3. 4 Portal DeskWork
Portal Deskwork developed by the company Softline and is based on WindowsServerSharePointServices. Softline company has already implemented a lot of portals and has accumulated serious experience in creating a solution that is most suitable for the Russian market.
DeskWork 2.0 Standard includes the DeskWork 2.0 Basic version and elements of an electronic document management system. Customizable modules bring additional profit due to significant savings in employee time and a controlled, error-free document approval process. Electronic document management will speed up the processes of approval, endorsement and approval of documents. This is a convenient tool for optimizing processes in a company and increasing executive discipline, as it allows you to assign electronic orders for working with documents and monitor their execution. At the same time, the system not only monitors, but also helps employees complete tasks on time, automatically generating email notifications about the assignment, as well as reminding them of the need to complete the task in the near future. By searching documents by their internal content, you can obtain the necessary information several times faster and use previously created documents and accumulated knowledge.
Figure 6 – Main page of the portal DeskWork
DeskWork Standard 2.0 functionality
DeskWork 2.0 Standard includes a set of 4 design templates with a new design, seven unique modules, a Document Management system, as well as basic SharePoint functionality:
graphical structure of the company (divisions, departments)
list of employees (telephone directory, address book)
universal informer (exchange rates, traffic jams, weather, joke of the day, cost of a barrel of oil, etc.)
universal module for requests for courier, training, business trip, requests to the IT department, etc.
automatic creation of a structure of department and project nodes based on data from the company structure
employee birthdays
quote of the day (aphorisms)
standard SharePoint modules: sites for workgroups, collaboration, meetings, document libraries with versions, wikis (knowledge bases), notifications (news), contact lists, discussion boards (forums), shared and personal calendars, task lists, polls, charts Gantt for projects, photo galleries, discussion blogs, RSS subscriptions
Elements of an electronic document management system
1. Document registration module
2. Serial matching module
3. Parallel matching module
4. Universal matching module
5. Advanced information search module
Document registration module
Registration of documents by type: incoming, outgoing, internal.
When registering, additional attributes are filled in: document name, document registration date, document type (editable directory), sending department, receiving department, additional files.
A Document Card is created and saved in the “Document Register” library for subsequent processing
General properties of matching modules
You can assign target dates by agreement for each user.
When a task is assigned to a user, he receives e-mail notifications.
Each user sees their tasks on the portal.
At each step, you have the opportunity to attach an arbitrary number of documents, leave your comments, approve or reject the document.
In the settings, you can select a behavior model if a participant rejects a document (return to the previous step, return to the executor, notification of the return for all those approving).
You can appoint a Controller who checks the document after approval is completed, but before it is returned to the initiator. For example, the supervisor may be a quality control employee or an archivist who checks any documents for correctness and presence of the necessary attributes.
At any time you can see the status: who has the document currently being approved and who has already completed their approval step.
The user sees the comments and attachments of all previous users or one previous user (the settings are set when the reconciliation starts).
You can export reports to Excel format on various parameters of the document approval process, thereby giving users the opportunity to build their own reports without programming, but using the functions of the well-known “spreadsheets”.
Serial matching module
Coordination/approval of a document in a sequential chain of actors
Two operating modes (selected at the start of coordination):
a) the entire chain of approvers is formed at the start of approval; the initiator can assign target dates as agreed upon for each user
b) upon initiation, only the first approver is selected, then the current approver himself selects the next approver and sets a target approval date for him
Parallel matching module
Coordination/approval of a document in a parallel chain of actors
All approvers are selected at the start of approval; you can assign target dates by agreement for each user
When a task is rejected by one of the approvers, a notification is sent to the initiator, who decides whether to continue the approval or not. If the initiator stops the approval, then all approvers receive a notification.
Universal matching module
Coordination/approval of a document in a random route. This is a system of recursive use of the two previous modules - parallel and sequential approvals.
The route is formed during the approval process. At each step, the participant can form a further type of approval (sequential, parallel), indicate further participants, and assign a target approval date to each of them.
The universal matching module is a unique development for systems of this class. The route is formed during the approval process; at each step, the user can create a further type of agreement (sequential, parallel, indicate participants in further agreement), and assign a critical approval date to each user. It is a system of recursive use of two models: parallel and serial, which is ideal for negotiations in which:
participants are not fixed;
the route changes depending on the decisions of previous participants;
those approving ask for advice from other employees;
You can specify any number of recursions (embeddings).
Advanced information search module
Advanced search through the internal contents of office documents and users’ personal pages. The search can be conducted both by the attributes of documents and by their content, as well as by the content of information published on the pages of the portal.
The main advantages of this portal:
1. Low price, regardless of the number of users;
2. You don’t need to purchase additional Microsoft licenses if you have a licensed Windows Server 2003 or 2008. If you don’t have a Windows Server, you can use Windows Web Server 2008; you don’t need client licenses for it!
3.Minimum installation time: literally a few hours;
4.Unique, beautiful design;
5. Ready-made guaranteed functionality that meets the basic needs of a modern company.
6. Using custom modules, you can customize the functionality of your portal yourself in a convenient visual way without involving IT specialists;
7. Unlimited opportunities for development, scaling and increasing functionality by any third-party programmers who have skills in working with Windows SharePoint Services technology.
8. An almost ready-made document management system will allow you to manage such “standard” processes as preparing commercial proposals, coordinating, approving and endorsing contracts and other documents, maintaining and coordinating documentation for project activities, approving, coordinating or collecting feedback on any company documents, working with personnel documents.
The cost of this portal for one server (enough for several thousand users) is 64,000 rubles. However, it should be noted that the Volgograd State Agricultural Academy already has a license for this software, so all costs are reduced only to the costs of implementing and finalizing this product. Additional costs for implementing the portal will be included in the cost of the license Microsoft Windows Server 2003 or older if your organization does not already have it installed.
1.3. 5 WSS Portal 2.1
WSS Portal 2.1 is a ready-to-use corporate portal on the SharePoint platform. You can implement a ready-made solution much faster and more efficiently than developing your own portal from scratch. And the ability to develop a ready-made solution after implementation provides additional benefits.
WSSportal is a high-quality solution, based on the best practices for building portals, that allows you to implement a portal in a short time and spend your budget on implementing the portal most efficiently.
The WSS Portal 2.1 product has proven itself to be a reliable, high-quality solution with good performance. The product has a large number of implementations, different versions of the product are used in companies with the number of users from 50 to 15,000. Implementations were carried out in companies with various types of activities and the solution has proven its effectiveness regardless of the company’s industry.
WSS Portal 2.1. implemented in such a way that it is ready for use immediately after installation. It contains all the functionality necessary for a corporate portal, a proven structure and design. Also thanks to the Microsoft SharePoint platform, the functionality of WSS Portal 2.1. significantly exceed the functionality of competing solutions and products.
Figure 7 - WSSPortal . Home page.
There are three versions of the product:
WSS Portal 2.1 Lite - 80,000 rubles for a server license (including 25 users) and 600 rubles for each additional user.
WSSPortal 2.1 Standard - 295,000 rubles.
WSSPortal 2.1 Enterprise - 695,000 rubles.
To use this portal you will also need Windows Server 2003 or higher, which is purchased separately and costs approximately $1,000. Using Standard and Enterprise versions of the portal, additional client licenses must be purchased separately MicrosoftOfficeSharePointServer 2007 costs about 3,200 rubles per additional user.
Enterprise portal versionIt is recommended for organizations where the number of users is more than 500 people, which is a necessary condition for us, but the cost of this version is very high. It would also be possible to use the Lite version with an additional option for an unlimited number of users (an additional 90,000 rubles), but this version of the portal has a limited number of functions, including the absence of such things as personal nodes for users and a single document storage for the entire portal. which makes using this portal inconvenient and impractical.
Any of the corporate portals listed here, after installation, must be adapted to the peculiarities of maintaining the internal organization of the enterprise.
A comparative analysis of analogue systems is presented in Table 1.
Table 1 - Comparative analysis of portal solutions
Module or function
Conclusions on the section
Having considered these corporate solutions, I needed to make a certain choice so that the system would suit our organization in terms of the set of functions and modules, implementation would be simple, and the cost of purchasing and implementing the portal would not be exorbitant. All portals presented in comparison have the necessary minimum functions, and1C-Bitrix: The corporate portal has a truly enormous functionality. But broad functionality is not always good - this solution uses a huge number of modules that are needed exclusively by large organizations. In our case, such a large functionality will simply get in the way,the user will simply get lost, which can lead to a decrease in the efficiency of using this portal.
eGroupware also has a basic set of modules and functions, but the lack of an application module (in particular, the necessary application to the IT department), along with the lack of full technical support and localization into Russian, even despite the free nature of this solution, makes the implementation of this portal difficult and ineffective. Especially considering that competing solutions are ready-made boxed solutions, and their implementation takes a minimum amount of time.
Solutions based on MicrosoftSharePointServices 2007, have all the necessary set of modules and meet all the requirements of the organization. Functional WSSPortal slightly wider and its use would be more appropriate than DeskWork , but the exorbitant cost of this solution does not correspond to the difference in functionality of these solutions. Moreover, the portal DeskWork Volgograd State Agricultural Academy is already available, and all costs are reduced to the costs of implementing and fine-tuning this solution in accordance with the organization’s activities.
Thus, the best choice for us would be to use the existing solution DeskWork . It will be modified to comply with the internal order of the organization and possibly expanded with the necessary modules.
Notes
1. You can insert illustrations of the solutions described.
2. Specify in more detail specialized functions, for example, the possibility of parallel, sequential and universal coordination, the possibility of developing the portal without the involvement of specialists
3. Specify the purchase price, including client licenses
4. Conclude that it is better to implement DeskWork.
5. Make a diagram “as is”, and “as it will be” is already there.
6. Based on the study of articles (see attached file) Make a functional diagram of the implementation process
7. Make it in Primavera implementation process network diagram
Http://www.e-commerce.ru/analytics/analytics-part/analytics15.html
http://egroupware.ru/index.php?option=com_content&task=view&id=5&Itemid=38
Http://www.soft.mail.ru/program_page.php?grp=61638
Http://www.s-incom.opt.ru/shop/1486055/1486056.html
Http://www.deskwork.ru/view.aspx?page=dw_standard#about
Http://solutions.wss-consulting.ru/files/Proposal-For-Partnership.pdf
Implementation process:
Preliminary examination and assessment of condition;
Pre-project survey;
Preliminary retraining;
Technical task;
Feasibility study;
Organization of the project;
Development of goals;
Technical project;
Personnel retraining;
Planning;
Data management;
Commissioning;
Evaluation of results;
Analysis of the current state.
The program for accounting applications and orders is designed to automate the process of accounting for orders or receiving applications in a small commercial organization. The program fully automates the operational and management accounting of the company, significantly facilitating the work of employees and managers. Since the program is built on the platform, it is simple and intuitive for the user, like other projects created on this platform. Therefore, even a person who is not very familiar with computers will be able to work with it.
The program has a very convenient product catalog. Each product has a set of characteristics, for example: name, barcode, manufacturer, country of production, etc. The set of product characteristics can be any, i.e. You can easily and quickly add the necessary characteristics to a product or remove unnecessary ones. For each of the characteristics, you can set a filter to quickly search for the desired product in the catalog. Also, for a more convenient and quick search, the order accounting program provides a folder tree. It allows you to create your own product classification and place products in their corresponding folders. You can add an unlimited number of photos to each product. A list of products can be imported from an Excel spreadsheet and exported from the program to an Excel spreadsheet. The program supports working with a barcode scanner. The scanner is connected to the computer via a USB port and reads the barcode, the read data is inserted into the filter field and the desired product is found automatically.
Since, in addition to selling goods, organizations can also provide related services, the program for recording applications and orders also provides a list of services. Each service has the required set of characteristics, which can be changed if necessary. It is possible to search by any of the characteristics. The list of services can be downloaded from an Excel spreadsheet.
To automate payments to suppliers, the program has a supplier database. Each of them has the necessary set of characteristics: name, phone number, details, etc. The supplier's balance is automatically calculated. It is calculated as the difference between the total amount of goods supplied and the total amount of payments to this supplier. The list can be filtered by any field.
The order accounting program also contains a list of managers of your organization. Statistics are kept for each of them and the necessary information is stored. Each manager has his own percentage of sales, according to which his salary is automatically calculated and the manager’s balance is formed. There are also filters for the desired characteristics.
The buyer database is also provided in the application accounting program. Name, details, data for forming contracts - all this characterizes each buyer. The list of characteristics can be changed according to your wishes. The total amount of purchases is automatically accumulated. The list of buyers can be imported into the program from an Excel spreadsheet and exported from the program to Excel, if necessary. This list can be filtered by any of the buyer characteristics.
The arrival of goods is carried out through the operation of the same name. We select a supplier and add products from the product catalog, indicating their quantity and changing the purchase price if necessary. The list of goods can be imported into the Receipt operation from an Excel table. This is a very convenient feature. If your supplier can send you an Excel file with a list of delivered goods, then all you have to do is load this data into the program. To do this, you just need to click the Import from Excel button and select a file with a list of products, and the data will be transferred to the program automatically. The quantity of goods delivered will go to the warehouse, and the total amount of delivery will be recorded on the supplier’s balance sheet. The list of receipt transactions is equipped with filters by supplier and by date of operation.
Accounting for orders in the program is very simple. You need to select the order status and buyer from the list of buyers. The manager's last name will be entered automatically based on the username under which you are logged in.
How to properly account for orders? How to record and process requests from clients and customers without errors? A cloud-based order accounting program will provide invaluable assistance in working with orders and clients.
Accounting "on the knee": pitfalls of conventional accounting methods
When opening a company, an entrepreneur receives the first orders from clients. As long as they are single and the turnover is not large, problems with accounting for orders (and therefore accounting and tax accounting) do not arise: all data on applications is entered in a certain period of time: at the end of the week, at the end of the working day or at another period.
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This could be a regular journal with an order table, a notepad, or an Excel program. Regardless of what tool the company employee responsible for accounting for orders uses, he enters all data manually, based on checks, contracts and other documents.
At the first stages of the company’s work, it is not difficult to monitor the number and correctness of orders. But as the number of applications increases, the manager encounters the first difficulties:
- employees responsible for accounting for orders begin to make mistakes and miss applications;
- accounting for orders begins to take too much time, and you have to hire a separate employee to do this work;
- due to the need to process a large number of orders, even such an employee begins to make more and more mistakes;
- a manager or other responsible person cannot control the work of employees - both the one who records orders and those who receive and process them.
The result is poor quality of customer service, errors in financial documents, and incorrect data in accounting and tax reporting.
Automation of order accounting: advantages of systems
If there is a large number of orders, the most optimal solution would be to implement an accounting automation system - a program for order accounting that could provide non-stop accounting of orders.
Benefits of automation:
- no errors or omissions;
- online accounting, i.e. entering data immediately after receipt and processing of the order;
- ready-made templates, tables, document forms, the ability to prepare documents in one or two minutes;
- ease of use, significant savings in time and money: you do not have to hire a separate employee responsible for accounting for orders;
- the ability to take into account each stage of order processing.
Opportunities of cloud services
Automated order accounting can be organized in two ways.
First way- install a free order accounting program on your computer or local network. As a rule, these are complex, multifunctional systems that require maintenance and updating. In order for such a system to work effectively, you need, among other things, to hire an IT specialist or enter into an outsourcing agreement with the company that installed the program.
Second way- use a cloud web service. It provides the same features as a regular program, but without the disadvantages.
Opportunities of cloud web services:
- you do not need to install a program for accounting orders on your computer, build a local network, or implement an order accounting system into the existing information environment;
- you save space on your computer’s hard drive or local network server; do not waste money on maintaining and updating the program;
- the web service can be used by everyone who has access rights, without time restrictions and from anywhere in the world: if necessary, an employee can enter order data using a phone, which is most important for field specialists, couriers, employees working in warehouses, transport, production.
Class365: free order accounting program
In order to get at your disposal a tool that would allow you to keep track of orders from anywhere in the world and at any convenient time, you do not need to buy and install a complex program or rent a dedicated server, the maintenance of which will take half of the budget. All you need to do is register and connect to the Class365 cloud web service.
Class365 is a convenient free service where you can keep track of orders. The program is suitable for companies operating in the service sector, retail and wholesale trade, as well as online stores. You will be able to work with clients, quickly receive detailed information about a particular product, and keep track of orders in real time.
In order to take advantage of all the features of the program, you just need to spend a few minutes registering and select the “Free” tariff, for aspiring entrepreneurs and young companies. As your company and, accordingly, employees grow, you can increase the number of users by switching to the “Professional” tariff.