Zero-Code Setup丨Cross-Organization Collaborative Financial Service System with Closed-Loop Management

Original: https://cli.im/article/detail/2008

We have been exploring low-cost digital transformation channels and integrated solutions more suitable for small and micro enterprises, truly using information and digital means to optimize extensive growth into intensive growth.

Compared with the high costs and long cycles typically quoted by outsourcing software companies, the case shared here demonstrates broader applicability.

1. System Overview

1.1 Applicable Departments

Corporate IT operations, financial BP departments

1.2 Application Scenarios

Primarily used for collecting various system requirement applications and maintenance requests within enterprises, forming a closed-loop process of "collection-review-tracking-resolution-knowledge base accumulation". Previous fragmented reporting methods led to issues like non-unique tickets and lack of knowledge base integration.

1. Work Order Reporting: Core scenario for system requirement applications and maintenance requests
2. Visual Dashboard: Monitors service volumes and resolution progress
3. Knowledge Base: Periodically shares typical issues to knowledge platforms after categorization

1.3 Tools Used

WeCom, CaoLiao QR Code, Tencent HiFlow, VIKA, Tencent Cloud SMS/Email, Baidu Sugar BI, Tencent Lexiang Knowledge Platform

1.4 Integrated Systems

• Yonyou NC6.5: Unified financial ERP system
• QAX VPN: Custom enterprise VPN for network configuration
• NetEase Enterprise Email: For password recovery scenarios
• Other self-developed systems

2. Pain Points Addressed

1. Data Privacy: Different permission controls based on work order types and security levels
2. Cross-Organization Collaboration: Unified platform for multi-level enterprise approvals and third-party vendor coordination
3. Standardization: Improved standardization through form categorization
4. Traceability: Effective tracking of resolution efficiency through form record management
5. Redundant Issues: Reduced training costs by integrating solutions with knowledge base

3. System Architecture

4. Workflow Demonstration

4.1 Issue Submission

CaoLiao QR Code Platform Setup
(0) Log in via WeCom for permission control
(1) Create forms and dynamic QR codes for different services
(2) Build an "Integrated Service Platform" dynamic QR code as summary page
(3) Embed sub-QR codes through various UI elements

Sample Form Content

WeCom Configuration

4.2 Review & Processing

Dual verification process:

1. Validity check (approve/reject)
2. Capability assessment (resolve locally or escalate)

WeCom bot notifications:

4.3 Escalation & Reminders

1. Escalation: Transfer tickets via WeCom to appropriate teams
2. Reminders: Automated alerts via HiFlow-VIKA-Tencent Cloud integration

Workflow Configuration:

Status Update Flow:

4.4 Resolution

Mark tickets as [Completed] with solution details:

4.5 Knowledge Base Integration

Periodic consolidation of resolved issues:

Real-time BI Dashboard:

Acknowledgements: @TencentQianfan @CaoLiaoQR @vikadata