49_EN_AdminBestPractices

October 2023

BoondManager Administration and its impacts in your organisation management

Webinar N°49

October 2024

Charlie TROCCAZ

Cyril HERBAUT

Marion LANDOU

Webinar N°49

October 2024

Index

General introduction

01

Pre sales administration

02

Human Resources administration

03

Production management administration

04

Webinar N°48

Prerequisites

• We have appropriate settings

• We have sufficient rights & permissions to modify the data

• We input data to have relevant role-play scenario

01

General Introduction: The administration

Administration

Legal Agencies

Global settings

Apps / Marketplace

Access & rights

Developer space

Manage access rights, autorisations & restrictions

Each legal agency has its own configuration

Repositories, templates & lists will be common to all agencies

Import your data, create a sandbox, use the APIs

Delegate the administration management

What?

Important consideration

Immediate changes

Access & rights Management

Beware of sensitive data

Legal Agencies Management

Repositories, templates and lists management

Immediate impact on all the concerned fields

All of the apps or none of them

Apps Management

Legal Agencies, BU & Poles?

Organise your interface et regroup your activities

Legal Agencies

Business Units

Poles

Utility

Segment your legal entities

Segment your activity

Regroup your managers

Filter and search

Reporting

Restrict or open accesses

Card assignment

02

Pre-Sales Admin

Administration of pre sales & recruitment

Templates

Standardize your actions Save time daily Be collaborative Help the new comers

.......................Useful features and apps .........................

Default Apps

Emailing to save time and keep track of your exchanges HRFlow to create candidates quickly

..................................... Global settings ..............................

Actions

States

Establish process Use Kanban views Optimised follow-up Reporting & dashboard

Keep track of exchanges Quantify your actions in the reporting and dashboafds Set objectives for actions

Gmail/Microsoft Synchronisation Quotations, DocTemplate, e-Signature...

Other Apps

Opportunities / Projects

HR & sales evaluation

Qualify your candidates, resources & contacts Optimise your searches Generate qualified documents

Define your activity Define your default settings Manage BoondSuggest feature

03

Human Resources Admin

Administration of Human Resources

..... Legal Agencies ....

.................................... Global settings ................................

........................ Others.....................

Activity management

Useful features

Actions / STATES

hR DATA

• Work unit types
• Absence balances
• Validation workflows
• Settings of benefits

• Define resource type
• Define contracts:- Types - Categories- Reasons for end of contracts

• Tasks lists
• Action templates
• BoondForms

• Ressources follow-up

• Important reminders

• Link tasks to states
• Categorize

step 1

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ExtractPayroll, Advantages, Contracts, Survey, digital workplace, intranet accounts, Compta & Paie, DocTemplate, e-signature

Apps

04

Production Admin

Administration of production

Efficient follow-up of your projects & invoicesDetailed dashboardsNotifications linked to statesChange state via Emailing

Reference maskRepositories Default settings for client orderIBAN, legal information

Invoicing repository

Actions & States

Time management

Purchases management

Default settings Purchases categories

Work type unit Specificities linked to exceptional activity

PostProduction, Compta & Paie, Emailing, Sepa

Apps

Any questions?

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(and for filling in our satisfaction survey)

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