Teams 上的「快捷审批」应用到底有多 Easy?

业界 作者:微软科技 2021-01-29 17:15:24 阅读:64

(本文阅读时间:3分钟)

之前的文章里,我们为大家介绍了可以基于 Teams Platform 打造一站式工作平台,可以帮助企业无缝集成业务应用和流程。其中罗列的可以整合到工作台的业务场景二里,尤其提到了利用 Teams 快捷审批应用轻松搭建自定义流程审批。

大家有兴趣的话可以再复习下上次的文章《量身定制,这里有一款企业级超实用平台》或者访问(https://aka.ms/workhub-prod-overview)获取更加详细的产品介绍。

言归正传,今天我们来聊一聊快捷审批(EasyOA)这个应用,它究竟能够如何帮助到企业更高效地搭建自定义流程审批,从而更好地完成工作呢?

*重要提示:文末有 Microsoft Teams 快捷审批应用免费试用的福利,千万不要错过哦~

快捷搭建,开箱即用


快捷审批内部内置有开箱即用的审批流程

快捷审批(EasyOA)本身提供丰富的预置模板,无需手动搭建流程或定义表单格式,零成本满足企业基本的流程搭建和管理的需求。另外,产品提供零代码体验,用户可以通过配置的方式自定义表单格式及工作流程,满足企业个性化需求。

Teams 里的快捷审批应用的目标是赋能企业客户实现数字化办公,专为 Teams 用户搭建的工作流轻应用。它可以覆盖日常请假、出差、IT 申请、周报月报、绩效评测等常见场景,基于微软提供的内置模板及流程,为用户提供简捷、高效的提交及审批记录管理体验。快捷审批适用于企业内部规范审批流程,或在一个团队项目组或者工作组内部实现某特定流程及工作汇报场景的搭建。

Teams 自带,更安全


Teams 生态内无缝连接,安全、方便又舒心

Teams 作为微软目前主推的未来协同办公的操作系统,提供了原生的交互接口,如 Tabs(标签页),Bots(机器人),Adaptive cards(自适应卡片),Messaging Extensions(消息拓展)等,通过这些接口,应用的信息和交互可以无缝地融入 Teams 里基于聊天的上下文(包括 UI 和交互体验),让一切都会变得更加的自然顺畅。

当 OA 遇到 Teams 

会产生什么样的化学反应


OA 作为一个应用融入到 Teams 平台后会让审批流程变得So Easy

当 OA 深入融合了 Teams 体验,可以利用 Teams 原生的能力实时跟进或讨论审批进展,并利用 Teams 跨平台的能力将 OA 的流程和移动端打通,让用户在移动设备上随时随地利用碎片化时间完成审批动作或者跟踪审批流程的状态。

OA 变得以用户为中心了,Teams 化的 OA 可以在 Teams 里呈现集中化审批信息,数据连通企业内部系统,一站轻松管理待处理审批。

到此为止,我们基本把 EasyOA 的前世今生通过三个角度介绍清楚了。但还有两个核心重点值得再讲一讲!

首先,EasyOA 提供了基于业务场景的报表导出能力,它结合业务场景提供自动的数据统计报表,帮助客户快速洞察业务情况,发掘业务流程中存在的问题并帮助持续地提高效率。EasyOA 的业务数据报表的导出可以很方便的和微软的 Power BI 做集成,让高大上的 BI 引擎更好地助力企业的流程效率提升。

其次,EasyOA 也可以作为企业内部的流程消息中心在 Teams 中存在,应用本身可以利用 Open API 和外部系统进行对接,汇聚流程消息到统一的平台,提升流程信息流转的有效率并提高流程处理的效率。

到目前为止,Teams 上的快捷审批应用已经在企业客户和教育客户场景下得到了推广和应用。在教育客户场景下,我们利用 EasyOA 为学校打通了电子化的学生请假流程、IT 报修流程和进出校门的申请流程,在疫情防控的大背景下,用依托 Teams 平台的数字化流程替换传统的纸质申请和审批流程,在带来更大的便利性和效率的同时,让流程变得更加的安全和有温度。

在流程部署后的一次学校 IT 服务部门针对师生的问卷调查中,EasyOA 得到了学校师生的广泛认同和好评。另外,我们和我们的合作伙伴一起依托 EasyOA 在 Teams 打造了企业加班申请和请假申请流程,用户可以在一个统一的平台完成申请的提交、跟踪和确认,从而极大的提升了企业内部流程运作的效率。

填写免费试用申请表格,让我们帮您定制需要的OA,让Easy OA帮助您把工作和流程梳理得更加 easy!

▲ 高效办公“码”上开始吧!

How easy the quick approval app on Teams can be?


In the previous article, we introduced that you can build a one-stop work entrance based on the Teams Platform, which can help companies seamlessly integrate business applications and processes. If you are interested, you can review the last article "Tailor-made, here is an enterprise-level super practical platform" or directly visit (https://aka.ms/workhub-prod-overview) for a more detailed product introduction.  

The second business scenario listed in that article that can be integrated into the workhub, is a quick approval application which can be used to easily build a custom process approval in your organization. Today, we will talk about the application named “EasyOA”. 

How can it help your companies build custom process approvals more efficiently, so as to complete your work in a better way?

* Important note: At the end of this article, there is a free trial of the Microsoft Teams quick approval app, don’t miss it~

Quickly setup with leveraging out of the box capability


Quick approval has a built-in approval process out of the box

Quick Approval (EasyOA) itself provides a wealth of preset templates, no need to manually build a process or define a form format from scratch, which can help enterprise to meet basic process construction and management requirement with zero cost. In addition, the application provides a zero-code experience, and users can customize the form template and workflow definition through a configurable UI to meet the specific needs of the enterprise. 

The goal of the fast OA approval application in Teams is to deliver a light workflow application to enterprise customers and empower them to move to the next step in terms of office digital transformation. It can cover some common scenarios such as absence application, business trips application, IT applications, weekly and monthly reports, performance evaluations, etc. 

Based on the default templates and processes provided by Microsoft, it provides users with a quick and efficient submission and approval record management experience in Teams. Quick approval is suitable for establishing an internal standard approval process of the enterprise, or building a specific process and work report scenario within a project group or working group.

Integrated with Microsoft Teams, more secure


Seamless integrated in Microsoft Teams, safe, convenient and comfortable

Teams is positioned as an operating system in Microsoft collaboration solution for future, which provides native interactive interfaces, such as Tabs, Bots, Adaptive cards, Messaging Extensions, etc. Through these powerful Interfaces, application’s data and interactions can be seamlessly integrated into the chat-based context (including UI and interactive experience) in Teams, which makes everything more natural and smooth.

What will happen when OA meets Microsoft Teams


A Teams platform fully integrated OA application will make the approval process pretty Easy

When OA is deeply integrated with Teams’ experience, you can use the native capabilities of Teams to follow up the approval progress in-time, and leverage the cross-platform capabilities of Teams to extend the OA experience to the mobile devices, which can empower users to use fragmented time anytime, anywhere on mobile devices to complete the approval or track the status of the approval process.

OA has become user-centric, because EasyOA in Teams can present centralized approval information in Teams, while the pending approvals can be easily operated in one place with consistent visibility.

So far, we have basically illustrated EasyOA clearly from three angles. But there are two more things worth highlighting!

First of all, EasyOA provides the ability to export approval data based on business scenarios. It combines business scenarios to provide data statistical reports to help customers quickly gain actionable insights, discover problems in business processes and help improve efficiency continuously. The exported EasyOA business data can be easily integrated with Microsoft's Power BI, so that the world class BI engine can help enterprise to drive process more effectively and efficiently.

Secondly, EasyOA can also be playing as a role in Teams as the internal workflow message center in an enterprise. The application itself can use Open API to be connected by external systems, with the purpose to converge process messages to a unified Teams based platform. It can not only improve the efficiency of process information flowing, but also improve the efficiency of process processing

So far, the quick approval application (EasyOA) for Teams has been promoted and applied in the scenarios of several enterprise customers and education customers. In the education customers’ scenario, it empowers customers to open up the electronic student absence application process, IT application process, and entrance application process for the campus. In the context of epidemic prevention and control, customers replaced their traditional paper based process with a digitalized process on top of Teams platform, which not only brings greater convenience and efficiency, but also makes the process safer and warmer. 

In a recent questionnaire survey conducted by the school’s IT service department on teachers and students, EasyOA was widely recognized and praised by the interviewees. In addition, using EasyOA, we have partner to create their overtime application and leave application process in Teams, where employees can submit application, track and finish application on a unified platform, which greatly improves the effectiveness of internal process’s operation in their company.

Scan the QRCode below, then fill in the form to apply for a free trial, let’s help you to build your owned OA, and we hope Easy OA help you sort out your work and process easier!

▲ Let’s try and start a high-efficient journey in Microsoft Teams.

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