协同管理系统解决方案措施doc.docx

协同管理系统解决方案措施doc.docx

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协同管理系统解决方案措施doc

A协同管理系统解决方案措施P1

OA办公自动化管理系统技术解决方案书

二〇一九年十一月

第1部分OA办公管理系统解决方案总览_______________________________________41.1需求分析_________________________________________________________________41.2系统建设的总体思路________________________________________________________41.3客户价值体现______________________________________________________________6

1.3.1.形成、传播、发展组织机构习惯的好工具______________________________________6

1.3.

2.让管理工作变得轻轻松松_____________________________________________________6

1.3.3.协作性、灵活性显著提高_____________________________________________________6

1.3.4.管理效率提高________________________________________________________________6

1.3.5.规范性增强__________________________________________________________________6

1.3.6.实现知识管理________________________________________________________________61.4OA办公管理系统的特点____________________________________________________7

1.4.1.灵活的个性设置_____________________________________________________________7

1.4.

2.统一的沟通平台_____________________________________________________________7

1.4.3.在线表单设计器_____________________________________________________________7

1.4.4.在线流程设计器_____________________________________________________________7

1.4.5.支持在线模板引用___________________________________________________________7

1.4.6.修订、清稿及用印___________________________________________________________7

1.4.7.先进的技术架构_____________________________________________________________7第2部分OA办公管理系统解决方案__________________________________________8

（一）公文管理平台______________________________________________________________8

2.1发文管理_________________________________________________________________82.2收文管理________________________________________________________________102.3内部请示________________________________________________________________112.4催办督办________________________________________________________________12

2.4.1.催办_______________________________________________________________________12

2.4.2.督办_______________________________________________________________________132.5公文管理的主要功能_______________________________________________________16

2.5.1.收文/发文流程自定义________________________________________________________16

2.5.2.公文模板自定义____________________________________________________________16

2.5.

3.手写签名、审批意见、公章盖章______________________________________________17

2.5.4.分类及综合查询____________________________________________________________18

2.5.5.监控/协办/缓办/取回/转流程等功能____________________________________________19

（二）知识管理平台_____________________________________________________________22

2.6知识文档________________________________________________________________22

2.6.1.知识发布与审核____________________________________________________________23

2.6.2.知识展现___________________________________________________________________23

2.6.

3.借阅与授权_________________________________________________________________24

2.6.4.推荐与收藏_________________________________________________________________24

2.6.5.评分与评论_________________________________________________________________24

2.6.6.信息订阅___________________________________________________________________25

2.6.7.转发邮件___________________________________________________________________25

2.6.8.发起流程___________________________________________________________________25

2.6.9.移交归档___________________________________________________________________25

2.6.10.信息安全控制机制__________________________________________________________25

2.6.11.知识目录、知识分类管理——建立各业务部门文件库___________________________262.7通知公告________________________________________________________________27

2.8会议管理________________________________________________________________27

（四）个人事务管理平台_________________________________________________________29

2.9待办事宜________________________________________________________________292.10名片夹_________________________________________________________________292.11电子邮件_______________________________________________________________302.12日程管理_______________________________________________________________342.13短信及音视频沟通_______________________________________________________36

2.1

3.1.手机短信___________________________________________________________________36

2.1

3.2.在线消息___________________________________________________________________36

2.1

3.3.RTX即时通讯（需另购插件支持）___________________________________________382.14文件传阅_______________________________________________________________392.15内部论坛_______________________________________________________________402.16网上调查_______________________________________________________________412.17个性化设置_____________________________________________________________42

2.17.1.待办提醒方式设置__________________________________________________________42

2.17.2.个人签名设置_______________________________________________________________43

2.17.

3.常用意见设置_______________________________________________________________43

（五）工作流管理平台___________________________________________________________43

2.18图形化的表单及工作流设计_______________________________________________44

2.18.1.图形化的工作流设计器______________________________________________________44

2.18.2.表单设计器_________________________________________________________________44

2.18.

3.报表设计器_________________________________________________________________45

2.18.4.流程发起及监控权限控制____________________________________________________46

2.18.5.批阅模式、操作按钮、消息提醒控制__________________________________________462.19工作流处理方式_________________________________________________________472.20事务委托与移交_________________________________________________________48

2.20.1.事前委托___________________________________________________________________48

2.20.2.事中委托___________________________________________________________________48

2.20.

3.撤消委托及代项事项查询____________________________________________________492.21提醒与催办_____________________________________________________________49

2.21.1.提醒_______________________________________________________________________49

2.21.2.催办_______________________________________________________________________502.22流程归档_______________________________________________________________50第3部分技术体系与安全解决方案___________________________________________51

3.1技术体系________________________________________________________________51

3.1.1.全面支持J2EE技术架构_____________________________________________________51

3.1.2.技术保障___________________________________________________________________523.2系统安全解决方案_________________________________________________________52

3.2.1.网络安全建议方案__________________________________________________________52

3.2.2.信息传递的安全解决方案____________________________________________________53

3.2.3.OA办公管理系统的安全管理机制____________________________________________54

3.2.

4.安全管理___________________________________________________________________553.3网络配置方案_____________________________________________________________57

3.3.1.经济部署方案（ScaleInone）________________________________________________57

3.3.2.标准部署方案（ScaleOut–Tier3）___________________________________________57

3.3.3.网络负载平衡应用方案（NetworkLoadingBalance）____________________________58

3.3.

4.OA办公管理系统网络设计___________________________________________________583.4硬件配置方案_____________________________________________________________59

3.4.1.服务器选型建议____________________________________________________________593）针对对单体公司应用，可以使用PC服务器，推荐使用：

___________________59

3.4.2.数据库选型建议____________________________________________________________60

3.4.3.应用服务选型建议__________________________________________________________60

3.4.4.配置清单___________________________________________________________________60OA用户服务器配置简易参照表________________________________________________60第4部分项目实施方案____________________________________________________624.1项目实施策略_____________________________________________________________624.2对软件实施的理解_________________________________________________________624.3项目实施方法论___________________________________________________________634.4实施服务理念_____________________________________________________________634.5项目组织________________________________________________________________64

4.5.1.项目组织___________________________________________________________________64

4.5.2.项目组织工作职责__________________________________________________________644.6项目实施流程_____________________________________________________________66

4.6.1.项目启动___________________________________________________________________66

4.6.2.蓝图设计___________________________________________________________________68

4.6.3.系统实现___________________________________________________________________70

4.6.4.系统完成___________________________________________________________________724.7服务介绍________________________________________________________________73

4.7.1.服务宗旨___________________________________________________________________73

4.7.2.服务体系___________________________________________________________________73

4.7.3.服务标准___________________________________________________________________74

4.7.4.服务产品___________________________________________________________________754.8培训服务介绍_____________________________________________________________76

4.8.1.产品培训的策略及方式______________________________________________________76

4.8.2.项目培训的层次与内容______________________________________________________76

4.8.3.培训教材___________________________________________________________________77

4.8.4.用户项目小组任务__________________________________________________________77

4.8.

5.培训质量与考核____________________________________________________________78

4.8.6.项目培训的组织与要求______________________________________________________78

4.8.7.可以提供的其它培训________________________________________________________79

第1部分OA办公管理系统解决方案总览

1.1需求分析

组织机构在日常管理中经常会遇到以下问题：

组织机构分支机构分散：

各地拥有多个分支机构，迫切需要摆脱时间和地域限制，实现协同办公、分布式办公和移动办公。

领导常被琐事干扰：

高层领导常被各种审批签字、材料上报等各种日常事务干扰，领导迫切需要一个协同的办公平台、知识的共享平台，以实现文件/费用/报告等材料的电子化签批，主动获取组织机构的各种决策信息。

信息的管理效率低：