迪安作为一家领先的医学诊断服务提供商,在全国范围内运营着40余家连锁化实验室,服务于各地的医疗需求。 为了应对复杂的财务流程和提高各省公司间的协作效率,迪安成立了财务共享中心(FSSC)部门,致力于优化财务汇总工作,确保医学实验室的精准运转。

迪安,作为一家领先的医学诊断服务提供商,在全国范围内运营着40余家连锁化实验室,服务于各地的医疗需求。

为了应对复杂的财务流程和提高各省公司间的协作效率,迪安成立了财务共享中心(FSSC)部门,致力于优化财务汇总工作,确保医学实验室的精准运转。

线上协同提升业务效率

FSSC的工作主要依赖于线上沟通与协作,因此该部门高度重视线上工具的使用,特别是钉钉平台上的各种功能。

通过深入探索钉钉多维表的特性,FSSC在人员管理、数据管理和目标管理三大场景实现了突破,大幅提升了财务工作的效率。

01 人员管理:实时更新花名册,简化信息追踪

针对FSSC约50名成员的复杂管理需求,韩经理利用钉钉多维表创建了一个动态更新的员工花名册。这个花名册不仅涵盖了所有必要的个人信息,还集成了身份证、电话等字段以保证数据准确性,并且支持自定义仪表盘设置,使人员信息更加直观易读。

此外,它还支持轮岗情况的跟踪,帮助管理者快速筛选和定位特定时间段内的变动信息,为新成员融入团队提供了便利。

02 数据整合分析:聚焦展示,提高会议效率

面对大量的内部数据处理任务,如报销记录和其他实验室的答疑数据,韩经理采用多维表进行了有效的数据清洗和清晰呈现。

借助多维表的大屏模式,可以在跨部门会议中更高效地展示关键指标,从而提高了决策的速度和质量。

03 目标管理和项目进展:透明度与可控性并重

成员胡老师将钉钉多维表应用于项目管理,构建了一个类似于OKR的小型系统,用于监督和促进财务流程优化项目。

通过权限控制和自动化提醒机制,项目成员能够专注于各自的任务,同时管理层可以全局掌握项目的最新状态,极大简化了周会准备过程,使得汇报变得更加直接高效。

钉钉多维表的应用,不仅解决了迪安FSSC部门内部管理中的诸多痛点,还促进了整个集团内部协作效率的提升,使其能够更加敏捷地响应市场需求变化,保持竞争优势。

Using DingTalk: Before & After

Before

  • × Team Chaos: Team members are all busy with their own tasks, standards are inconsistent, and the more communication there is, the more chaotic things become, leading to decreased motivation.
  • × Info Silos: Important information is scattered across WhatsApp/group chats, emails, Excel spreadsheets, and numerous apps, often resulting in lost, missed, or misdirected messages.
  • × Manual Workflow: Tasks are still handled manually: approvals, scheduling, repair requests, store visits, and reports are all slow, hindering frontline responsiveness.
  • × Admin Burden: Clocking in, leave requests, overtime, and payroll are handled in different systems or calculated using spreadsheets, leading to time-consuming statistics and errors.

After

  • Unified Platform: By using a unified platform to bring people and tasks together, communication flows smoothly, collaboration improves, and turnover rates are more easily reduced.
  • Official Channel: Information has an "official channel": whoever is entitled to see it can see it, it can be tracked and reviewed, and there's no fear of messages being skipped.
  • Digital Agility: Processes run online: approvals are faster, tasks are clearer, and store/on-site feedback is more timely, directly improving overall efficiency.
  • Automated HR: Clocking in, leave requests, and overtime are automatically summarized, and attendance reports can be exported with one click for easy payroll calculation.

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