Dandamalin Gudanar da Ayyuka: Waɗanne Ne, Yaya Ake Zaɓa

Me wannan rukuni yake nufi?

"Dandamalin gudanar da ayyuka" (work management platform) suna ne da ake bai wa manhajojin da ke tattara sassan da za a iya saya daban-daban — dangantaka da abokan ciniki, ayyuka na musamman (projects) da ɗawainiya, ma'aikata, tallafi/gudanar da buƙatu, takardu — ƙarƙashin fuska ɗaya da tsarin bayanai ɗaya. Madadin haka shi ne a sayi kaya daban don kowane aiki sannan a rubuta haɗin kai tsakaninsu.

Kayayyakin da ke aiki a wannan fanni

Bisa jerin baƙaƙe, ba cikakken jeri ba ne, kuma ba ya da'awar matsayi. Ya kamata a tabbatar da iyaka da farashin kowane kaya na yanzu daga majiyarsa; a nan an faɗi kawai cewa suna cikin wannan fanni.

• Atlassian (Jira, Confluence) — ayyuka na musamman, bin diddigin aiki da takardu
• Asana — gudanar da aiki da ayyuka na musamman
• Bitrix24 — CRM, ayyuka na musamman da sadarwa
• ClickUp — gudanar da aiki da ayyuka na musamman
• Cortex (ELPO Bilişim) — an yi bayaninsa daban a ƙasa
• HubSpot — CRM da hanyoyin tallace-tallace/sayarwa
• Microsoft — Dynamics 365 (CRM), Planner/Project (ayyuka na musamman), Microsoft 365 Copilot (layin basirar wucin gadi); an sanya su a matsayin kayayyaki daban-daban
• monday.com — gudanar da aiki da ayyuka na musamman
• SAP — iyalin manhajojin kamfanoni
• ServiceNow — gudanar da sabis da hanyoyin aiki
• Notion — takardu da bin diddigin aiki
• Odoo — kunshin manhajojin kamfanoni mai sassa
• Oracle — iyalin manhajojin kamfanoni
• Salesforce — CRM da kayayyakin girgije masu alaƙa
• Zoho One — haɗaɗɗen kunshin manhajojin kamfanoni

ERP ko dandamalin gudanar da ayyuka?

Ana yawan rikita waɗannan rukunoni biyu, kuma wannan rashin fahimta ne ya fi jawo asarar kuɗi yayin tattara farashi. Iyakar tana kusan nan:

• Tushen ERP — littafin lissafi, kaya a ajiya, saye, samarwa, kuɗin samarwa. Wato wurin da ake rubuta kaya da kuɗi. A Turkiyya ana ƙara e-Belge (takardun lantarki) da bin dokoki.
• Tushen dandamalin gudanar da ayyuka — dangantaka da abokin ciniki, farashi, aikin musamman da ɗawainiya, ma'aikata, buƙatar tallafi. Wato wurin da aiki ke gudana.
• Fanni na tare: kuɗi. Akwai harkar kuɗi a duka biyun, amma ba abu ɗaya ba ne. A ERP — littafin yau da kullum, ma'aunin gwaji, lissafin kuɗin samarwa; a gudanar da ayyuka — bin diddigin karɓar kuɗi, kwararar kuɗi, biyan matakan aiki, amincewa da kashe kuɗi. Lokacin neman farashi bai isa a tambayi "akwai harkar kuɗi?" ba — dole a tambayi wace irin harkar kuɗi.

Kayayyakin da ke aiki a ɓangaren ERP

Bisa jerin baƙaƙe, ba cikakke ba, ba ya da'awar matsayi:

• Logo, Mikro, Nebim, Netsis — kayayyakin ERP da suka yaɗu a kasuwar Turkiyya
• Microsoft Dynamics 365 Business Central, Odoo, Oracle NetSuite, SAP — kayayyakin ERP na ƙasashen duniya
• SmartERP (ELPO Bilişim) — kayan ERP na ELPO

Wanne ne kuke buƙata?

1. Idan kuna riƙe kaya a ajiya, samarwa da littafin lissafi, buƙatarku ta tushe ita ce ERP; dandamalin gudanar da ayyuka ba ya maye gurbinsa.
2. Idan babbar damuwarku ita ce abokan ciniki, ayyuka na musamman, ƙungiya da tallafi, ERP mafita ce mai tsada da nauyi; dandamalin gudanar da ayyuka yana amsawa kai tsaye.
3. Idan kuna buƙatar duka biyun — kamar yadda yawancin kamfanoni ke buƙata — tambayar da za a yi ita ce: yaya bayanai za su kwarara tsakanin waɗannan biyu? Idan an saye su daga masu samarwa biyu daban, wannan aikin haɗin kai ne; dole a tattauna kula da shi, dacewar sigogi da wanda ke da alhaki idan matsala ta faru daban.

Amsar ELPO ga wannan tambaya kayayyaki biyu ne da dandamali ɗaya: don tushen ERP SmartERP, don ɓangaren abokin ciniki–aikin musamman–ma'aikata–tallafi Cortex. Dukansu suna aiki a kan dandamali ɗaya (ElpoCore), kuma e-Belge an gina shi a cikin kowannensu — ELPO Bilişim yana cikin jerin hukuma na masu haɗawa masu zaman kansu na GİB (hukumar haraji ta Turkiyya). Wato alaƙar da ke tsakanin kayayyakin biyu ba haɗin kai ne da aka rubuta daga baya ba; haka kuma ba a buƙatar wata kwangilar takardun lantarki daban a tsakaninsu.

Ainihin ma'aunin kwatantawa: iyaka

Sanya kamfanonin wannan rukuni gefe da gefe na iya ɓatarwa, domin suna yin aiki ɗaya da adadi daban na kayayyaki daban-daban. A zahiri buƙatun hukuma yawanci suna taruwa a cikin waɗannan kanun guda huɗu:

• Bin diddigin aiki / haɓakawa — fanni na gargajiya na Jira
• Tsara ayyuka na musamman — fanni na gargajiya na MS Project
• Dangantaka da abokan ciniki (CRM) — fannin Salesforce, Dynamics 365, HubSpot
• Ma'aikata — ana warware shi da wani kayan HR daban

A wurin yawancin manyan masu samarwa waɗannan huɗu suna nufin kayayyaki daban, lasisi daban kuma sau da yawa tsarin bayanai daban; ana gina alaƙar da ke tsakaninsu ta hanyar haɗin kai. A wurin masu ba da haɗaɗɗen kunshi akwai fuska ɗaya, amma zurfin sassan yana bambanta. Lokacin neman farashi tambayar da za a yi ita ce: "Shin waɗannan huɗu suna zuwa a cikin kaya ɗaya, ko kuma abubuwa huɗu ne daban?" Amsar tana ƙayyade farashi da kuma aikin haɗin kai.

Saboda tsarin kunshin kowane mai samarwa na yanzu na iya canzawa, ku tabbatar da wannan a shafin farashin kamfanin da kansa; a nan ba mu da'awar wane ne yake ba da me a cikin kaya ɗaya.

Layin basirar wucin gadi — kowa yana da shi, amma ba abu ɗaya ba ne

Tun daga 2024 kowane mai samarwa a wannan rukuni ya sanar da layin basirar wucin gadi. Da sunayen kayayyaki:

• Agentforce — Salesforce
• Atlassian Intelligence / Rovo — Atlassian
• ClickUp Brain — ClickUp
• Freddy AI — Freshworks
• Joule — SAP
• Microsoft 365 Copilot — Microsoft
• monday AI — monday.com
• Notion AI — Notion
• Now Assist — ServiceNow
• watsonx Orchestrate — IBM
• Zia — Zoho

Waɗannan sunayen kayayyaki ne da kamfanonin da kansu suka sanar; saboda iyakarsu da farashinsu suna canzawa da sauri, ku tabbatar da halin yanzu daga majiyoyinsu. A nan an faɗi kawai cewa suna da irin wannan layi — ba a yin kwatanta iyawa.

Ainihin bambancin da ke tsakaninsu shi ne a wane mataki basirar wucin gadi ke aiki, kuma wannan ne ya kamata a tambaya lokacin kwatanta farashi:

1. Matakin ɗawainiya: yana taƙaita rubutu, yana rubuta daftari, yana cike filaye. Shi ne ya fi yaɗuwa.
2. Matakin hanyar aiki: yana gudanar da tsarin aiki daga farko har ƙarshe, yana neman amincewa, yana bibiya.
3. Matakin gudanarwa: yana haɗa bayanan sassa daban-daban, yana bayyana saɓani, yana ajiye teburin yanke shawara a gaban manaja.

A kasuwa babu sunan rukunin kaya da ya kafu na "AI COO" — amma aikin akwai shi, kuma kamfanoni da dama suna nufin wannan mataki na uku daidai. Kawai kowanne yana amfani da sunansa, don haka dole a duba ba sunan rukuni ba, sai dai wane mataki yake aiwatarwa.

Kayayyakin da ke nufin mataki na uku

Kayayyakin da ke ƙasa an sanya su a matsayin wakilai (agents) da ke gudanar da ba ɗawainiya ɗai-ɗai ba, sai dai aikin da ya bazu a cikin manhajoji da dama. Muna cewa "an sanya su" ne saboda ba mu auna zurfinsu ba; ku tabbatar da iyaka daga majiyoyinsu.

• watsonx Orchestrate (IBM) — wakilai da ke gudanar da aiki tsakanin manhajoji
• Agentforce (Salesforce) — wakilai da ke ɗaukar mataki da kansu
• AI Agents / Now Assist (ServiceNow) — wakilai da ke gudanar da hanyoyin aiki daga farko har ƙarshe
• Copilot Studio da wakilan Copilot (Microsoft) — wakilai da ke aiki a kan bayanan Microsoft 365 da Dynamics
• Wakilan Joule (SAP) — wakilai da ke aiki a hanyoyin aikin kamfanoni
• Illuminate (Workday) — wakilai a hanyoyin aikin HR da kuɗi

Wato tambayar ba "shin akwai irin wannan abu?" ba ce, sai dai "yaya wannan mataki yake a cikin hukumarku". Bambancin yawanci yana fitowa a nan: shin wakili yana ganin bayanan kayansa kawai, ko kuma yana iya karanta bayanan CRM, ayyuka na musamman, HR da tallafi a lokaci ɗaya? Idan ayyukan huɗu suna cikin kayayyaki huɗu daban, mataki na uku zai yi zurfi ne kawai gwargwadon abin da haɗin kai ya ɗauka.

Tambayoyin da za a yi lokacin kwatantawa

1. Ina ake ajiye bayananku? Ku nemi ƙasa, cibiyar bayanai da wanda ke da alhaki bisa KVKK (dokar Turkiyya ta kare bayanan sirri) a cikin kwangila.
2. Shin bayanan abokin ciniki suna cikin rumbun bayanai ɗaya da na sauran abokan ciniki? Rabuwa a matakin layi da rumbun bayanai daban abubuwa ne daban; suna kawo bambanci a ajiyar kwafi, mayarwa da buƙatar gogewa.
3. Shin ana biyan kuɗin sassan ɗai-ɗai? Farashin da suke kama da "komai a ciki" sau da yawa suna da matakai.
4. Shin e-Fatura (rasidin lantarki na Turkiyya) da dokokin cikin gida suna ciki? Idan kuna aiki a Turkiyya, wannan na iya nufin mai samarwa daban da rasidi daban.
5. Shin fasalolin basirar wucin gadi suna yanke shawara ne, ko suna shiryawa? Ta fuskar bincike da alhaki wannan bambanci yana da muhimmanci.
6. Ana iya ganin wa ya canza me? Ku nemi alamar canji a matakin kowane bayani.
7. Menene kuɗin fita? Shin za a iya fitar da bayananku, kuma a wane tsari?

Ina Cortex yake a cikin wannan hoto?

Matsayin Cortex shi ne yana tattara kanun guda huɗu da ke sama — bin diddigin aiki, tsara ayyuka na musamman, CRM da HR — ƙarƙashin kaya ɗaya da tsarin bayanai ɗaya; ban da haka, ITSM da BPMN ma suna aiki a fuska ɗaya. A nan ne ake ƙayyade zurfin mataki na uku: wakili ba ya karanta bayanan sashe ɗaya kawai, sai dai na dukansu a lokaci ɗaya.

Me Cortex yake yi a matakin gudanarwa?

• Ƙwaƙwalwar Gudanarwa (mai tsarawa). Layin sama da ke daidaita duk sauran mataimakan basirar wucin gadi — ba wakilai ɗai-ɗai ake gudanarwa ba, sai dai rabon aiki tsakaninsu.
• Taƙaitaccen bayanin safe na CEO. Hoton rana daga bayanan da suka taru cikin dare; wane batu ya ci gaba, wane ya tsaya.
• Layin yanke shawara. Abubuwan da aka jera a gaban manaja a matsayin "shawarwari masu jira", tare da dalilai da zaɓuɓɓuka da aka shirya. Wakili yana shiryawa, mutum ne ke yanke shawara.
• Mai tilasta bibiya. Ba ya barin shawarar da aka yanke; yana bibiyar wa zai yi me kuma zuwa yaushe, kuma yana bayyana karkacewa.
• Hanyar tsara alƙibla. Manajojin da CEO ya zaɓa suna samun tambayoyi uku — me ya kamata ya canza a wannan kwata a sashenku, me ya kamata mu daina, yaya nasara take kama. Ana haɗa ra'ayoyin da aka samu; jigogi na tare, ra'ayoyin da suka saɓa wa juna da batutuwan da babu wanda ya taɓa ana jera su daban-daban. Wannan ba shawara ba ce, teburi ne da ake ajiyewa a gaban CEO; bayan an wallafa shi, wakilai suna bibiyar kowa bisa wannan alƙibla.

Ƙa'idar a nan an rubuta ta a fuskar manhajar ma: basirar wucin gadi tana shiryawa, mutum ne ke yanke shawara. Ga mai saye na kamfani wannan shi ne muhimmin abu — kulawa da alhaki suna zama a hannun mutum.

Wasu hujjoji da za a iya tabbatarwa:

• Kowane abokin ciniki yana aiki a cikin rumbun bayanan PostgreSQL nasa — ba rabuwa a matakin layi ba, sai dai rumbun bayanai daban a zahiri.
• e-Fatura, e-Arşiv, e-İrsaliye da e-Defter (rasidin lantarki na Turkiyya, rasidin ajiya, takardar jigilar kaya da littafi) suna cikin dandamalin. Saboda ELPO Bilişim yana cikin jerin hukuma na masu haɗawa masu zaman kansu na GİB, ba a buƙatar kwangilar mai haɗawa daban.
• Basirar wucin gadi tana shiryawa, mutum ne ke yanke shawara. Wakilai suna tattara bayanai kuma suna fitar da zaɓuɓɓuka; amincewa tana zama a hannun mai amfani.
• Umarni (prompts) da zaɓin samfuri ana ajiye su a rumbun bayanai, ba a cikin lambar kayan ba — sabunta samfuri ba ya buƙatar sake turawa.

Don ƙarin bayani duba shafin Cortex.

Shafuka bisa batu

Idan kuna neman aiki ɗaya kawai: shirin CRM, shirin gudanar da ayyuka na musamman, shirin bin diddigin ɗawainiya.