Unified portal in QazCloud for 100 workstations: optimizing business processes and increasing efficiency

1. Creation of an independent component of the corporate information infrastructure for processing information and facilitating internal interactions within the company.
2. Organization of a unified working environment for all employees of the companies.
3. Maintenance of a single client database with a chronology of interactions with clients.
4. Coverage of events occurring in the internal life of the company.
5. Assistance in onboarding new employees.
6. Provision of convenient access to necessary documents.
7. Organization of collaborative work on projects.

1. The implemented Bitrix24 system ensures centralized information processing and data storage in one place, simplifying the collection and transfer of documents between departments.
2. Team productivity has increased due to a unified working environment that fosters information sharing and task automation.
3. Customer relationship management has improved thanks to a single client database with a history of interactions.
4. Employee engagement has increased due to a system that keeps them informed about events and news.
5. Support for onboarding new employees has been provided through periodic training on Bitrix24 functionality.
6. Employee productivity has increased due to configured access rights and organized document retrieval.
7. The speed of data analysis processes has increased due to the automation of report generation for deals.
8. Data protection and access management are ensured through regular monitoring.
9. The speed and accuracy of calculations have improved due to the development of business processes.

• "Bitrix Corporate Portal, 100" license
• Active Directory

During the integration of Bitrix24 and Active Directory (AD), it was necessary to transfer the company's structure with automatic updates so that all changes in AD would immediately reflect in Bitrix24. This functionality was not available, so the module was enhanced. Now:

1) Only departments with authorized employees are displayed on the portal.

2) A new employee on the portal automatically attracts their department.

We also cleaned up the old structure in AD and mapped user groups. Now, the information on the portal is current, and employees are added automatically upon authentication with their AD credentials.

The client planned to create funnels in the CRM for distributing deals across various areas. Since several employees handle requests, it was essential to have process control for all stakeholders. It was decided to separate the "CRM" into "Leads" and "Deals" with visibility rights delineation. Now, managers receive a complete picture, while employees are not distracted by unnecessary information and can add co-executors through the "Observer" feature.

QazCloud is a rapidly growing service company that provides support, maintenance, and modernization of IT infrastructure, as well as rental and hosting of virtual IT resources, data protection, and technical support for systems. The company operates in 17 regions of Kazakhstan and is a leader in cloud solutions thanks to its own infrastructure. With the growth in the number of employees and the increase in client interactions, there arose a need to create a unified information infrastructure.

The client, previously familiar with the Bitrix24 platform, turned to the IT integrator "First Bit." The purpose of the request was to create a unified portal to optimize business processes, improve internal communication, and enhance employee efficiency. The portal was to combine all necessary tools for project management, document flow, and interaction among various departments, as well as provide centralized access to the company's information and resources.

As part of the project, a "Bitrix Corporate Portal" license for 100 users was installed, followed by customization to meet the company's needs.

The specialists from First Bit implemented CRM functionality, including the entities "Lead" and "Deal," prepared processing stages, and provided fields for data entry. Additionally, list sections were created for storing information, and automatic data transfer from "Lead" to "Deal" was set up. Access rights to view the CRM section by department were configured, ensuring that each department can only see its own "Leads" and "Deals."

A report has been prepared with reference to the list values in the "Deal" for "Closing Financial Documents," along with an automatic calculation of the total project amount (excluding VAT) and the executed contract amount (excluding VAT).

Business processes have been developed:

1. The currency conversion process, in which the system automatically converts the amount according to the specified exchange rate when the dollar rate is entered.

2. The accounts receivable update process, during which the system calculates data based on the contract amounts (including the total contract amount and the executed contract amount) and outputs the accounts receivable value. The obtained data is displayed in the Deals report.

Integration with Active Directory—a user and resource management system—was also established.

As a result of the successful implementation, QazCloud was able to optimize its internal processes and significantly improve the quality of customer service.

Currently, the client is being supported by "First Bit." A new project is now being discussed to transfer the ITSM (Service Desk) functionality for processing internal and external requests in the technical support departments of QazCloud.

Kazakhstan (Astana)