The Design And Realization Of A Bank's Cooperative OA Platform Based On Flexible Workflow And Knowledge Management

In the increasingly tough financial competition, the banks are confronting more and more challenges, such as how to promote qualified service and efficiency, cut down operational cost, offer new product and service, provide better service to target customers, inspire and keep more valuable customers and maximize the profit at last. To enhance overall competitiveness constantly, the banks are making the best of IT to respond to those challenges. At present time in China, large commercial banks have basically owned quantities of customer-interface systems, and the relevant data sets are in formation or in progress. In contrast, the construction of the banks'back-office systems lag behind, which restricts the realization of better centralized management, overall cost control, risk prevention and customer service. Cooperation is the core of internal management. Cooperative work improves efficiency significantly, which realizes close cooperation between departments and employees, rapid delivery of information and effective integration of resources. On the basis of cooperativeness, the injection of knowledge management could help enterprises mining much more information and create much more value in the existing environment. Thus enterprises may keep pace with the era of knowledge-based economy. The key to realize cooperative work is workflow. Presently, the main research of workflow concentrates on flexibility to meet the need in the ever-changing working environment. Significantly, those rigid unchanging workflow systems can't adapt such a furious and mutable competitive environment.Basing on the basic theory, this paper analyzes and studies the realization of flexible workflow and knowledge management and takes BOCSH as an example to show their good execution on the bank's cooperative OA platform by Lotus Notes Designer.This paper introduce the design goal, infrastructure and organization of the BOCSH cooperative OA platform in detail and highlight the realization of the flexible workflow and knowledge management.The flexibility of workflow mainly reflects in election and adaptation. As for flexibility by selection, this paper provides that the workflow management system on the platform adopts a workflow-defining method, which is based on the subsequent task crunodes. This method could quickly define those complicated flow in a convenient and flexible way. On the definition of organization model, this paper further provides a definition method on the platform, which is based on the transverse network architecture except for the traditional treelike way. As for flexibility by adaptation, this paper analyzes and researches numbers of methods that make dynamic adjustment happen during the workflow execution and mechanisms that handle the abnormal situation on the platform. Furthermore, the injection of knowledge management on the BOCSH cooperative OA platform realizes the translation, communion, utilization and increment of knowledge, to lay a foundation for constructing a gateway to the learning enterprise. This paper will give you details about how the platform realizes the translation and communion of knowledge, management of jurisdiction, communication during experts and knowledge search.The BOCSH cooperative OA platform is put in service currently and in good execution.