[Kontuan izan: Artikulu honek gurutze-etan argitaratua Amaiera Erabiltzaile SharePoint hemen: http://www.endusersharepoint.com/2009/09/09/sharepoint-a-case-study-in-ask-the-expert/]

Batzuetan,, aholkulari gisa lan egiten ari zaren (lanbide gisa, edo zure enpresaren barruan eginkizun aholku), you find yourself living in an Onion story. The Onion has a series of articles called “Ask an [aditua] buruz [arazo batzuk]". This follows the famous “Dear Abby” format where a concerned person is asking for personal advice. The onion’s “expert”, Hala ere,, is so focused on his/her area of expertise and current problems that the expert ignores the question entirely and rambles on about his area of expertise. As consultants, we need to keep that in mind all the time and avoid falling into that trap. It’s classically described like this – “when you use a hammer all day long to solve your problems, everything starts to look like a nail.” We professional consultants are always on guard against that kind of thing, baina etortzen kontaktua dugu jendea bere rol propioa profesional larriak, but are not consultants. They don’t have the same need or training to do otherwise.

Azken astean, Nire enpresaren bezero bati buruz idatzi nuen, eta on-going-proiektu bat we have to enable high quality collaboration between various eye doctors in the US and Canada performing clinical research on rare disease. In addition to leveraging core SharePoint features to enable that collaboration, we’re also working an expense submission and approval process. It’s complicated because we have so many actors:

• A pertsonen eskukada hainbat mediku 'praktika on line gastuak sartu ahal izango.
  • Badira baino gehiago 40 mediku 'praktika.
  • Praktika batzuk etan, doctor sistema erabiltzen zuzenean.
  • Praktika askotan, medikuaren langileen sistema erabiltzen zuzenean.
• Finantza-administratzaileak (nire bezeroaren zuzeneko lan egiten duen) zehaztasun eta garrantzi duten berrikusten gastuak, onesten edo ukatzen antolakuntza mailan.
• A 3rd party accounts payable group. These people pay all of the bills for out client, not just bills coming out of the rare disease study.

The Accounts Payable group has been a challenge. Working with them yesterday reminded me of the Onion series. In my role as business consultant, Beharra azaldu I, kontuak ordaindu beharreko enpresa:

• Klinikoa ikasketak guneak (mediku 'praktika) ordaindu azterketa-gastuak.
• They log onto the “web site” and enter their expenses using an online form. Kasu honetan, the “web site” is hosted with SharePoint and the expenses are entered into an InfoPath form. Expense receipts are scanned, , uploaded eta inprimaki atxikia zuzenean.
• Eu prozesu automatizatu finantza egokiak administratzaileak onartu helburua.
• Duzu, dear 3rd party AP company – please review and approve or deny this expense. I’ll send it to you any way that you want (Arrazoi barruan).Eztabaidaren puntu honetan, I don’t really care how it needs to be bundled. I want to work with the AP group to understand what they need and want.

Beharra azaldu dut, 3 party hartu sakon dive beren barne-gastua onesteko prozesuak mumbo buruz Lingo Jumbo, Oracle kodeak, alderantziz presidentetzarako sinadurak, 90 Egun txanda-arounds, etc. And panic. I shouldn’t forget about the panic. One of the bed rock requirements of the consulting profession is to learn how to communicate with people like that who are themselves not trained or necessarily feel a need to do the same. Among other things, it’s one of the best parts of being a consultant. You get to enter a world populated with business people with completely different perspectives. I imagine it’s a little bit like entering the mind of a serial killer, izan ezik ez dira bizitza ruined esperientziaren ondoren (though entering the mind of an AP manager isn’t a walk in the park 🙂 [ikus ohar garrantzitsua azpitik ***] ).

One of the great things about our technical world as SharePoint people is that we have ready-made answers to many of the very valid concerns that people such as my AP contact have. Is it secure? How do I know that the expense was properly vetted? Can I, Ordaintzaile behin betiko gisa, gastua xehetasun guztiak ikusi? How do I do that? What if I look at those details and don’t approve of them? Can I reject them? What happens if the organization changes and the original approver is no longer around? Can we easily change the process to reflect changes in the system? Gastu hau revisit I urtebete geroago, eta denean dit ikuskatu eta ordainketa defendatzeko behar?

SharePoint pertsona bezala, we can see how to answer those questions. In my client’s case, erantzuten dugu gehiago edo gutxiago hau bezalako:

• InfoPath formularioa beren gastuak grabatzeko guneak eta horiek onartzeko aurkeztu ahal izateko.
• Sites Gunean itzuli eta beren gastu txostena egoera edozein unetan ikusteko.
• , Esanguratsua Ekitaldi bezala gerta (e.g. gastua onartu da, eta ordainketa egiteko aurkeztutako), sistema proaktiboan jakinarazten posta elektronikoaren bidez.
• Sistema finantza administradorearekin jakinarazten behin txosten bat etortzearen aurkeztu.
• Finantza administratzaileak onartzen du, edo eskaera ukatu egiten du.
• Onespena baino lehen, gastu email bat da bildutako eta 3 party Ordaintzaile erakunde bidali.
• 3. Party Ordaintzaile behar duten informazio guztia gastua berrikusi du, eta, SharePoint ingurune sar daitezke xehetasunak sartu dig (batez ere, auditoria historia gastuak "egia" egiaztatu).
• 3rd party payer can approve or reject the payment using their own internal process. They record that outcome back in the SharePoint site (email notification abiarazle pertsona egokia).
• Etorkizunean, izan nice litzateke, email prozesu honetan stilly ebaki eta ordez, gastu informazio elikatzeko sistema zuzenean sartu.

Ospakizuna, dago bizitza estilo bat da hemen profesional aholkulari ikuspuntutik deskribatzen I, but which applies almost equally to full time employees in a BA and/or power user role. Work patiently with the experts in your company and extract the core business requirements as best you can. With a deep understanding of SharePoint features and functions to draw upon, ez baino sarriago, kezkak erantzuteko, eta guztion lana Egun aprobetxatuz core SharePoint ezaugarriak hobetzeko eskaintzen modutan egin ahal izango duzu.

***Ohar garrantzitsua: I really don’t mean to compare AP people to serial killers. Hala eta guztiz ere, I could probably name some AP pro’s who have probably wished they could get a restraining order against me stalking them and asking over and over again. “Where’s my check?” “Where’s my check?” “Where’s my check?"

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