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Office365 SharePoint Online 活用例(顧客管理)
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Kazuhiko Nakamura
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2012/12/2
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Office365 SharePoint Online 活用例(顧客管理)
1.
Office365 SharePoint Online 活用例(顧客管理)
2.
シンプレッソ・コンサルティング株式会社
3.
MVP SharePoint (2009/10-2011/9) MVP
Office 365 (2012/10-)
4.
サッポロビール システム部門
5.
ナレッジマネジメント
文書管理 情報共有 etc
6.
http://sharepointmaniacs.com http://journal.simplesso.jp/
7.
ひと目でわかる SharePoint Server 運用管理 94
のノウハウ(日経BP)
8.
企画・活用
9.
Technet IT Pro
シリーズ Office 365 チームサイト 活用ガイド(日経BP)
10.
本日の内容:
SharePoint Online で 顧客管理
11.
前提:一人コンサルタント ソロプレイ
12.
案件管理 ≒ 個人タスク管理
13.
ポストイット万能
14.
過去の経緯
15.
過去メールの限界
16.
整理されていない 情報に価値なし
17.
前提: 開発なし
18.
バージョン 1.x
19.
20.
バージョン 2.x
21.
• Pプラン • 標準機能のみ
22.
サプライヤ情報 商品情報 顧客情報
23.
対応履歴
24.
25.
Webパーツ接続
26.
オフライン閲覧・編集
27.
づつかず…
28.
敗因 データ連携(設計)考慮 ワークフロー考慮
29.
バージョン 3.x
30.
31.
顧客/パートナ ソリューション 販売履歴
32.
顧客/パートナ
33.
改善ポイント カタカナの「管理名」 入力項目の削減
顧客とパートナを統合
34.
ソリューション
35.
改善ポイント ソリューション名の頭を英 数字に。 例:ANK
SP改 ビュー制御機能 2010 STD
36.
販売履歴
37.
38.
39.
<style> .ms-input SELECT { HEIGHT:
300px !important; WIDTH: 220px !important} .ms-ButtonHeightWidth {WIDTH: 8em} </style>
40.
対応履歴
41.
対応履歴:タスクリスト
42.
43.
44.
45.
大きな違い アクセス→認証→入力 入力→保存→認証
46.
47.
48.
イベント管理
49.
イベント管理:タスクリスト
50.
アラートメール Outlook連携でことたりる 実装するならWorkflow
情報管理ポリシーは週一
51.
スマホ連携:時折 重宝
52.
メイリオ化 http://sharepointmaniacs.com/archives/4157
53.
まとめにかえて
54.
kaz@simplesso.biz
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