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UBonelwa ngoMboneleli ngetyala kwiSoftware yoVavanyo

Isikhokelo esisebenzayo samaqela ababoneleli ngetyala amkela isoftware yovavanyo, equka ucwangciso lokuqaliswa, ulungiselelo, uqeqesho, kunye nezigaba eziphakamileyo zokwamkelwa.

Ukwamkela isoftware entsha yovavanyo lwetyala lutshintsho olubalulekileyo lokusebenza kuye nawuphi na umniki-nkonzo yeentengo zemboleko. Nokuba sele ukhethe iqonga okanye usavavanya iinketho, ukuqonda yeyiphi isoftware yomboneleli wetyala ekufuneka ihambise kukunceda ukuseta okulindelekileyo. Itekhnoloji ngokwayo iyingxenye ye-equation; impumelelo yokwamkelwa komntwana ixhomekeke kwindlela iqela elikhwele ngayo. Iifemu ezicwangcisa inguqu ngononophelo zibona ixesha elikhawulezayo ukuya kwixabiso, ukuthotyelwa okungcono, kunye nokuphazamiseka okuncinci. Ezo zingxamela ukukhutshwa kusemngciphekweni wokwamkelwa ophantsi, iindlela zokusebenza, kunye neenkqubo zemanuwali ezifanayo ababezama ukuzibuyisela.


Kutheni ukukhwela kubaluleke ngakumbi kuneSoftware ngokwayo

Indlela eqhelekileyo kubanikezeli betyala kukutyalomali kwisoftware elungileyo kunye notyalo-mali oluphantsi kwi-onboarding. Isiphumo siyaqikelelwa: abasebenzi babuyela kwimikhwa emidala. IiPDF kunye nespredishithi ziphinda zivele ngenxa yokuba inkqubo entsha iziva ingaqhelekanga okanye “icotha” kunendlela ebesoloko isebenza ngayo. Kungekudala, umbutho uqhuba ukuhamba komsebenzi okumbini okufanayo - esemthethweni kwisixhobo esitsha kunye nesingekho sikweni abantu abaxhomekeke kuso. Isoftware ihlala ingasetyenziswanga ngelixa iinkqubo zemanuwali ziqhubeka. Oko kwahlulwa kujongela phantsi yonke ingongoma yotyalo-mali. Awufumani ncedo lwedatha ecwangcisiweyo, uvavanyo olungaguqukiyo, okanye umkhondo wophicotho olunye ukuba isiqingatha somsebenzi sisenzeka ngaphandle kwenkqubo.

I-onboarding ayingomcimbi woqeqesho omnye; lutyalo-mali kwiinguqu zokusebenza. Xa uyiphatha ngolo hlobo, unika iqela ixesha kunye nolwakhiwo lokwamkela indlela entsha yokusebenza. Xa uyiphatha njengengcinga engemva, uyihlawulela ngomzamo ophindwe kabini,idatha engangqinelaniyo, kunye nezikhewu zokuthotyelwa. Abalawuli kunye nabaphicothi-zincwadi balindele ukubona inkqubo enye ehambelanayo. Abanamdla kwiingcaciso malunga nokuba kutheni ezinye iimvavanyo zihlala kwinkqubo entsha kunye nezinye kwiispredishithi. Injongo yinkqubo enye, ephuculweyo esetyenziswa ngumntu yonke imihla. Ukufika apho kufuna ucwangciso, ulungelelwaniso, uqeqesho, kunye nomlinganiselo - hayi nje umhla wokuya kuphila.


Ukucwangcisa iNguqu

Ngaphambi kokuba ufuduke, vavanya ukuhamba kwakho kwangoku. Bhala ukuba ngawaphi amanyathelo okwenziwa ngesandla isoftware eya kuthatha indawo yawo: ukutsala iingxelo kwiiphothali zeofisi, ukukopa amanani kwiispredishithi, ukufaka iifayile zePDF kwiidrive ekwabelwana ngazo, ukubhala amanqaku ezigqibo kwiinkqubo ezahlukeneyo. Olo luhlu luba luluhlu lwakho lokujonga ukuba yintoni ekufuneka iqukunjelwe yinkqubo entsha kunye nokuba loluphi uqeqesho ekufuneka lujongane nayo. Imephu yemithombo yakho yedatha - yeyiphi i-bureaux oyisebenzisayo (i-Experian, i-Datanamix, i-TransUnion), ziphi iindidi zengxelo, kunye nokuba utsala kangaphi. Ukuba usebenzisa ii-ofisi ezininzi kwiimveliso ezahlukeneyo okanye amacandelo, bamba oko kucwangciswa kunye noqeqesho kubonakalisa inyani. Chaza iindima kunye namanqanaba okufikelela ukuze abavavanyi, abaphathi, kunye nabasebenzi bothotyelo babe neemvume ezifanelekileyo ukusuka kusuku lokuqala. Ukushiya iimvume zingacacanga okanye ezifanayo kuye wonke umntu kudala ukubhideka kwaye kwenza buthathaka uxanduva kamva.

Misela ixesha lokwenyani. Ukukhawuleza ukuya kumhla onzima wokuphila ngaphandle kwexesha elaneleyo lokucwangcisa kunye noqeqesho luqoqosho lobuxoki. Ukukhutshwa ngezigaba okuvumela iqela elinye okanye umgca wemveliso ukuba uhambe kuqala uhlala usebenza ngcono kunokutshintsha okukhulu. Iqela elilingwayo lingayilungisa imiba, kwaye amava abo azisa ukuqaliswa kwabanyeumbutho. Chonga intshatsheli yangaphakathi okanye inkokeli eya kuba ngumnikazi wenguqu, ukuphendula imibuzo yemihla ngemihla, kunye nokwandisa uqwalaselo okanye imiba yenkqubo. Loo mntu akufuneki ukuba abe nobuchule; kufuneka baqonde ishishini kwaye bathenjwe liqela. Ngaphandle komnini ocacileyo, imibuzo ayiphendulwanga kunye neendawo zokuthatha umntwana. Ukubandakanya ukuthobela kwasekuqaleni kuqinisekisa ukuba umkhondo wophicotho kunye neemfuno zokugcinwa kweerekhodi zakhelwe kulungiselelo kunokuba zihlaziywe kamva. Isicwangciso senguqu akufuneki sibe side, kodwa kufuneka sibhalwe phantsi kwaye kuvunyelwene nentshatsheli, ukuthotyelwa, kunye nabaphi na abachaphazelekayo abaphambili ukuze wonke umntu ahambelane nomgca wexesha, iindima kunye neendlela zokuphumelela.


Ukumisela inkqubo yeqela lakho

Uqwalaselo lumisela ukuba inkqubo ingena kakuhle kangakanani na umsebenzi wakho. Qhagamshela udibaniso lweofisi yakho kuqala - Experian, Datanamix, TransUnion - ukuze ingxelo itsale umsebenzi ngaphakathi kweqonga. Vavanya indibaniselwano nganye kunye neziqinisekiso zokwenyani okanye zovavanyo ukuze abavavanyi bangathintelwa ekuhambeni-bukhoma ngemiba yoqhagamshelo. Misela iindima zabasebenzisi kunye neemvume ukuze abasebenzi abagunyazisiweyo kuphela bacele iingxelo, bajonge idatha ebuthathaka, okanye batshintshe iiparamitha zokuboleka. Ukulungelelanisa iindima nemisebenzi yemisebenzi: abavavanyi abatsala iingxelo kunye nezigqibo ezirekhodiweyo, abaphathi abafuna ukongamela kunye nokunika ingxelo, abalawuli abaqulunqa imithetho. Eso sakhiwo sixhasa ukhuseleko kunye umkhondo wophicotho nokucaca, kuba ungabonisa ukuba ngubani ogunyaziswe ukuba enze ntoni.

Qwalasela imigaqo yokubolekisa ngemali okanye iiparamitha zovavanyo ukuze zihambelane nepolisi yakho: imiqobo, indlela yokufikeleleka, kunye nayo nayiphi na ingqiqo yangaphakathi yamanqaku.Ukuba ikomiti yakho yekhredithi ichaze indlela ethile yokukhetha iintlobo ezahlukeneyo zeemveliso okanye amacandelo, bamba ezo zikwisistim ukuze isixhobo sinyanzelise ukungaguquguquki. Ukuba ungenisa umxhasi okhoyo okanye idatha yesicelo, cwangcisa imephu kwaye ucoce idatha apho kunokwenzeka; idata engalunganga ithetha ukuba akukho datha ilahlekileyo kwaye inokutshabalalisa ukuthembela kwinkqubo entsha ukusuka kusuku lokuqala. Cwangcisa iimfuno zomkhondo wophicotho-zincwadi ukuze ingxelo nganye itsale, uvavanyo, kunye nesigqibo sifakwe istampu samaxesha kwaye siyalelwe. Ukufumana eli lungelo phambi koqeqesho kuthetha ukuba iqela lifunda kwinkqubo esele ibonisa indlela ofuna ukusebenza ngayo, endaweni yokuziqhelanisa nesibambi-ndawo esitshintsha kamva. Ukuba umthengisi wakho unikezela ngebhokisi yesanti okanye indawo yokuvavanya, yisebenzise ukuze uqinisekise ukucwangciswa kwaye uqhube umqhubi owomileyo kunye neeseti ezincinci zeemeko zangempela ngaphambi kokumema iqela ukuba liqeqeshe. Oko kunciphisa ithuba lokufumanisa ulungelelwaniso olungalunganga phakathi kovavanyo oluphilayo.


Uqeqesho OluNCAmathelayo

Uqeqesho olusebenzayo lusebenzisa idatha yokwenyani okanye eyinyani, hayi iidemos ezingabonakaliyo. Xa abaphononongi beziqhelanisa namatyala afana nomsebenzi wabo wemihla ngemihla, babona indlela isixhobo esiphatha ngayo iimeko abazikhathalelayo - ii-ofisi ezininzi, uluhlu olubi, ukufikeleleka komda. Uhambo oluqhelekileyo olungabonisi iimveliso okanye umgaqo-nkqubo wakho luyalibaleka ngokukhawuleza. Imiba yoqeqesho olungqamene nendima ethile: abaphononongi bafuna iingxelo zokutsalwa ngezandla kunye nezigqibo zokurekhoda; abaphathi kufuneka babone ingxelo kunye nokongamela; ukuthotyelwa kufuneka kuqondwe ukuba uveliswa njani na umkhondo wophicotho-zincwadi kwaye ungafumana phi ubungqina bophicotho-zincwadi okanye izikhalazo. Ubaleka wonke umntu ngendlela efanayoIseshoni yegeneric ichitha ixesha kwaye ishiya indima nganye ingaqinisekanga ngento ekufuneka beyenze.

Bhala i-workflows yakho yangaphakathi kwireferensi emfutshane ukwenzela ukuba emva koqeqesho iqela linento yokubonisana xa lilibala inyathelo okanye xa abajoyina abatsha befika. Olo xwebhu kufuneka lubonise eyona nkqubo kwinkqubo entsha, hayi indala. Yihlaziye xa utshintsha ubumbeko okanye inkqubo. Ukukhutshwa ngezigaba kunokunciphisa umngcipheko: qeqesha iqela elilingwayo, livumele ukuba liqhube ubomi okwethutyana, liqokelele ingxelo, lihlengahlengise ubumbeko okanye izixhobo, emva koko likhuphele kwabanye. Loo ndlela ijongene nemiba xa kulula ukuyilungisa kwaye yakha ukuzithemba phambi kokuba iqela elipheleleyo litshintshe. Ikwakunika abantu abamkela kwangethuba abanokuxhasa oogxa babo xa ukusasazwa ngokubanzi kusenzeka. Cwangcisa iseshoni yokulandelela ixesha elifutshane ngeveki okanye ezimbini emva kokuhamba-bukhoma ukuze abasebenzisi bakwazi ukuphakamisa imiba ababengayilindelanga ngexesha loqeqesho lokuqala. Loo seshini isoloko iveza olona phuculo luxabisekileyo kubumbeko okanye kuxwebhu.


Ukulinganisa Impumelelo yokukhwela

Landela umkhondo iziphumo ezibonisa ukwamkelwa kokwenyani, hayi nje ukuya. Uvavanyo lwexesha lokuya kuqala - ukuba umsebenzisi omtsha ugqiba ngokukhawuleza kangakanani uvavanyo lwakhe lokuqala olupheleleyo kwinkqubo - luphawu olusebenzayo. Ukuba elo nani liyelula, kukho into ebathintelayo: ukufikelela, ukuzithemba, okanye umsantsa wenkqubo. Ukubeka iliso ekunciphiseni ukuphathwa kwengxelo yezandla: ngaba abasebenzi basangena kwiiphothali ze-bureau okanye bekopa idatha kwi-spreadsheets? Ukuba ewe, fumanisa ukuba kutheni. Ngamanye amaxesha ngumkhwa; ngamanye amaxesha inkqubo ilahlekile inyathelo okanye uhlobo lwengxelo abaludingayo. Uphicotho-zincwadi umkhondo ukugqibelela imicimbiukuthobela; Izikhewu zibonisa ukuba ezinye izigqibo zisenzeka ngaphandle kwenkqubo. Xa i-NCR okanye umphicothi-zincwadi ecela ubungqina, ufuna lonke uvavanyo olunokulandelelwa kwindawo enye.

Ukulinganisa inqanaba lokwamkelwa kweqela: ngaba ngenene abantu basebenzisa isixhobo kulo lonke uhlolo, okanye kuphela xa kukho umntu obukeleyo? Ujongo lwamabala okanye isampulu ingabonisa ukuba isixokelelwano asiyonto imiselweyo okanye asiyonto. Ii-loops zeempendulo - ukukhangela okufutshane kunye nabavavanyi kunye nabaphathi kwiiveki zokuqala - kukunceda ukuba ubambe ukudideka okanye ukuxhathisa kwangoko. Yilungise imiba ngokukhawuleza ukuze iingxabano ezincinci zingabi zizizathu zokubuyela kwindlela endala. Injongo ayikokuba “wonke umntu ungenile” kodwa “wonke umntu usebenzisa inkqubo kulo lonke uhlolo.” Xa oko kuyinyani, ufezekise ukuqhutywa komsebenzi omnye obucwangcisele kunye neenzuzo zokusebenza nokuthotyelwa eziza nayo. Amanye amaqela aphinda alandele umndilili wexesha lovavanyo phambi nasemva kokwamkelwa komntwana; ukuncitshiswa okuzinzileyo kubonisa ukuba inkqubo yenza izigqibo ezikhawulezayo kunokongeza amanyathelo. Sebenzisa iimetriki oziqokelelayo ukubhiyozela inkqubela neqela kunye nokuchonga nabani na onokufuna inkxaso okanye uqeqesho olongezelelweyo.


Imigibe eqhelekileyo yokukhwela kunye nendlela yokuyiphepha

Ukuzama ukuphindaphinda ukuhamba komsebenzi kwakudala kanye kwisoftware entsha ihlala ibuyisela umva. Inkqubo endala yakhiwe malunga neePDF kunye nespreadsheets; entsha kufuneka isebenzise idatha eyakhiweyo kunye ne-automation. Ukufuna ukuba isixhobo sibonise inyathelo ngalinye lelifa kunokukhokelela kubunzima obungeyomfuneko okanye iindlela zokusebenza ezichasa izibonelelo. Ukulungelelanisa kwiinkqubo ezingcono kunokunyanzelisa isixhoboukulinganisa inyathelo ngalinye lelifa. Ukungabandakanywa kokuthotyelwa kwasekuqaleni kudala ukuphinda kusebenze. Xa umkhondo wophicotho-zincwadi kunye nokugcinwa kwerekhodi kuqwalaselwa kuphela emva kokuba uye ngqo, ungafumanisa ukuba iindima, iimvume, okanye uxwebhu aludibanisi Ulindelo lwe-NCA kunye ne-NCR. Ukulungisa oko emva kwenyani kuyaphazamisa kwaye kunokulibazisa ukwamkelwa ngokupheleleyo.

Ukutsiba iimvume ezisekelwe kwindima kukushiya unolwakhiwo olusicaba apho wonke umntu anokwenza yonke into, nto leyo eyenza buthathaka uxanduva lokuphendula kwaye yenza nzima uphicotho. Abalawuli balindele ukubona ukuba ukufikelela kwidatha ebuthathaka kunye negunya lokwenza izigqibo lifanelekile kwaye lilawulwa. Ukungajongani nomgangatho wedatha phambi kokufuduka kuthetha ukuba idatha embi okanye engahambelaniyo ingena kwinkqubo entsha, ijongela phantsi ukuthembana kunye nokunyanzeliswa kwezilungiso ezenziwe ngesandla. Abavavanyi ababona iirekhodi eziphindwe kabini okanye ezingachanekanga kwisixhobo esitsha banokugqiba kwelokuba indlela endala yayithembeke ngakumbi. Yiphephe le migibe ngokucwangcisa inguqu ngegalelo lokuthotyelwa, uchaze iindima ngaphambili, kunye nokucoca idatha ngaphambi kokuba uyisuse. Iiveki ezimbalwa zokulungiselela zinciphisa iinyanga zomsebenzi wokulungisa. Okokugqibela, kuphephe ukuphatha i-go-live njengesiphelo sokukhwela. Iiveki ezimbalwa zokuqala zokusetyenziswa okuphilayo kuxa uninzi lwemibuzo kunye nokuchasana kubonakala. Cwangcisa inkxaso eqhubekayo, iimpendulo ezikhawulezayo kwimiba, kunye nendlela ecacileyo yokunyuka ukwenzela ukuba iqela lizive lixhaswa kunokuba lilahliwe emva kokuphela kweseshoni yoqeqesho.


Qalisa iqela lakho

Ukungena ngempumelelo kuguqula isoftware entsha yovavanyo lwetyala ibe yindlela iqela lakho elisebenza ngayo. Cwangcisa inguqu, misela inkqubo yeofisi yakho kunye nemigaqo-nkqubo, qeqesha ngeemeko zokwenyani, kunye nokulinganisa ukwamkelwa.Jonga indlela ababoneleli ngetyala abakwibhodi yabo ukuya kwisoftware yovavanyo lwetyala kunye ne-EvalFin kwaye uqale ukwenza izigqibo ezingcono ngokukhawuleza.