Implementing Bitrix24 in large companies has its own characteristics. They can be conditionally divided into two large categories:
Implementing Bitrix24 for the sales department (CRM implementation);
Implementing Bitrix24 as an HR portal, a system for working with employees.
The different goals for Bitrix24 implementation determine the set of priority tasks.
INTERVOLGA has strong industry expertise, working with the largest companies in the construction sector. We specialize in implementing Bitrix24 both as a CRM and as an HR portal.
Today, we’ll be sharing a vivid example of a project from the second category - Implementation of Bitrix24 in the Construction Company, VELESSTROY.
About the company
VELESSTROY is a Russian construction company, one of the leaders in the construction of oil, gas plants and electric power plants, industrial and civil construction, EPC contracts and design.
VELESSTROY employs more than 25,000 employees, each of whom is a professional in his field.
Integrating AD and 1C-ZUP Personnel Management System
*1C -ZUP is a Salary and Personnel Management program from Bitrix Inc. It supports all the main processes of personnel management, as well as the processes of personnel records, payroll accounting, planning of labour costs, calculating personal income tax and insurance premiums.
It also supports electronic employment records, reports and certificates of employees required by government agencies and social funds.
Many integrators prefer not to start a project with non-standard integrations as there are many risks involved - the labour intensity is usually difficult to predict, there could be conflicts with IT services on the part of the customer.
We however have a different opinion - We prefer to carry out these integrations at the beginning of the project because it immediately opens up the client's IT landscape, and we get a good idea of the composition and quality of the data that needs to be transferred.
Carrying out these integrations first also reduces the risk of a situation where the client is unable to integrate B24 with their internal IT systems after spending precious resources on design and implementation.
Additionally, a complex integration is a good test of competence for your integrator.
If the integrator vehemently insists on putting off this part of the project for the end, chances are that he simply does not have the resources for such a task.
In the project of Bitrix24 implementation for Velesstroy, our first priority was integrating AD and 1C-ZUP. One part that was challenging was that user logins were stored in AD.
AD was also responsible for NTLM authorization. Aside from these two, all other data was stored in 1C-ZUP:
The structure of the company;
other additional information.
An additional complication that we encountered was that in 1C, employee data was stored in several different organizations (these were separate divisions). The standard exchange module did not support such unloading.
We configured standard integration with AD and enabled NTLM authentication, and set up integration with 1C-ZUP concurrently. To ensure correct unloading, We made some customizations to the 1C module.
INTERVOLGA has a dedicated 1C development department, which allows us to work on integration from two sides - both on the B24 portal and on 1C. For the customer, this reduces the complexity of management. He doesn’t have to look for and control different teams.
To make everything work as it should, we made the following changes to the 1C integration module:
We added the possibility to unload organizations (users from several divisions);
We Restricted the transfer of some of the fields;
We Added unloading of the company name and information about the division;
We Added unloading of additional fields according to employees;
We Added unloading of employees’ position in the company and the directory of roles;
We corrected the company structure formation process and choosing the head of a department (In the standard exchange process, data was downloaded from the wrong directories);
We corrected the login transfer process ( The standard exchange transferred wrong logins, and because of this, authorization via AD did not work);
We added unloading of the "Career History" directory and then customized Bitrix24 to store and display this data.
We have continued to refine the integrations at the request of the customer's HR department.
Changing the design of the Bitrix24 portal
The most common take on changing the design of the Bitrix24 portal is - Don’t do it! We ourselves adhere to this for small and medium-sized companies, where Bitrix24 is primarily a working tool (CRM, tasks, calendar, etc.).
But when implemented in large companies, Bitrix24 is a lot more than just that. The portal becomes a translator of the principles and mission of the client's brand to its employees. The HR component is very strong here.
You can't do without the use of corporate identity and redesign. We are able to solve this problem. Two approaches are practised:
Design development by us. One of the advantages of this is that our designers know clearly which elements to change, and how to change them. It's like a good design project for a house - not only beautiful but also technologically advanced, without unnecessary cost overruns.
Design development by the customer. This has its own advantage - the designer is well versed in the client's corporate style, knows what the employees would and wouldn’t connect to.
We are comfortable with both methods, whatever is preferable to our clients.
For Velesstroy, the design was developed by an old partner of the customer. We provided consultations on technical issues - what can be changed and how, features of the portal layout, and so on.
The result was excellent - All details of our client’s corporate identity were taken into consideration. We were also able to make up and implement the design without wasting time and money.
Here, We need to share more details about how we pulled off a design change, because Bitrix24 wasn’t made to allow for deep design changes.
In other words, if you plan to use your own design templates, you automatically forgo the possibility to update your portal. We understand the senselessness of this limitation and bypassed it when implementing the design layout.
We override CSS and JS while leaving the page structure intact. This means that the portal would still receive updates and, as a rule, the layout does not suffer. If elements that are already existing in other parts of the portal are added, for example, a new button or an employee card display, etc., these elements will automatically be in our implemented style. The only exception is when Bitrix itself introduces new elements. In this situation, some work would be needed to apply our styles.
We also want to clarify our approach to the design development and implementation methodology.
Bitrix24 portal is a very functional tool - tasks, notifications, CRM, calendars, processes, conference rooms, static pages, etc. There are tons of pages and sections, it is impossible to redesign (and especially to layout and implement the layout) all the pages at once.
Therefore, We recommend redesigning in this order:
Design and development of the design of the main page and general portal template;
Design of standard portal elements (buttons, links, headers, forms, etc.);
Introduction of the main page and general template into commercial operation;
First page design (highest priority);
Implementation of the first line of pages;
Design of the second line of pages (high priority);
Implementation of the second line of pages;
Design of the third line of pages (medium priority)
Implementation of the third line of pages.
This approach allows you to quickly roll out changes and, if necessary, adjust the design based on the results of the first implementations.
An additional advantage is you can work simultaneously on a couple of things. While the programming of the main page and the general template was in progress, we were already making up the first stage, making the design of the second stage and designing the third stage.
We also implement "government services" within company portals
For a large company, it is important that employees can get all the “in-house services” in one location. Send an application for an internal process, go on vacation, prepare a workstation for a new employee, report a bug or a piece of faulty work equipment (printer, computer, etc) ...
There are dozens of such scenarios and services, and it is not always obvious for employees where to access them, and how to track their statuses. We understand this problem and have prepared the “Single Window module”
In a few words, this is the equivalent of public services within a private company.
View the list of services, book a service;
Find a service;
Understand which department is responsible for the execution of a service, view the contacts of this department;
Understand the requirements to book a service(documents or input data);
See a list of your applications;
See a list of services you are responsible for - if you are the executor of any service, the task will be shown in a separate list;
The secretary can book a service for another employee or supervisor.
The module is being used by Velesstroy and several other clients.
We implement business processes and services
We developed the following processes:
Application for the development of a guidance document;
A Service for conducting due diligence on contractors within the internal systems of the client;
Business process of issuing certificates ;
Application for a temporary pass.
Let's consider them in a little more detail.
Application for the development of a guidance document
The business Process allows company employees to create an application for the development of internal regulations.
To start the process, a custom launch form was developed, some fields of which are filled in automatically.
After creation, the application goes through the approval procedure. If the application was approved by the direct head of the department in which the initiator works, a person responsible for the development of the regulations is appointed.
Next, a task is created in the Bitrix24 group.
Kanban stages and application development status are linked. When you change the stage of a task in the kanban of the group, the status of the request is updated. Thanks to this, the initiator can monitor the progress of work online.
After the requested regulation has been developed, it is automatically registered in the corresponding register of internal documents.
Service for conducting due diligence on contractors in internal systems
Before concluding a contract and commencing work with a new contractor, the Procurement Control Department must run checks on it.
After the contractor passes the check, it is added to the 1C database. Only after this, can the partnership begin with the new supplier.
Before sending a contractor for verification, you need to check the existence of this organization in the 1C database.
The check is carried out on a separate page on the portal.
After verification, you can start the required Business Process.
The business process of issuing a certificate
In order to receive a certificate, an employee of the company just needs to start a business process. Indicate the type of certificate required and the preferable method of obtaining it. All the necessary data about the employee will be filled in on the form automatically, thanks to the “smart” form for initiating the business process.
The form is also available for unauthorized users on the portal. For example, if an employee no longer works for the company, he can contact the hotline operator by phone, who will send him a link to the inquiry order form.
After filling in all the required fields and sending the application, the person responsible for issuing this type of certificate, the employee will prepare the necessary document and send it to the initiator.
To facilitate filling out and minimize errors when filling out the Delivery address field, integration with the Dadata service was performed. The service allows you to quickly and without errors fill in the field with the Delivery address.
The initiator will receive SMS notifications about changes in the status of the business process to his mobile phone, as well as to the specified e-mail address.
If there is no need to receive a paper copy of the certificate, then the generated certificate will be sent to the employee's e-mail.
Application for a temporary pass
If a company employee is expecting a visitor on the company premises, he can order them a pass by simply launching the required Business Process on the portal.
When starting, it will be necessary to indicate the full name, the date of the guest's visit, as well as the checkpoint/ entrance gate.
After that, on the date of the visit, at the security guard's workstation at the checkpoint, a list of visitors for the day is generated.
When the visitor arrives at the checkpoint, the security guard gives him a pass. The pass number is entered into the system, and the initiator of the Business process receives a notification on the Bitrix24 corporate portal that his visitor has arrived.
We provide support and training
We understand that big implementations of Bitrix24 comprises of not only the work itself but also these accompanying services:
Development of clear documentation;
Updating the portal and server software;
Ongoing improvements and consultations.
We are ready to completely take over the maintenance of Bitrix24. So, for the project of introducing a corporate portal in VELESSTROY, we provided all the services listed above.
We especially want to note the documentation - along with the transfer of integration work to the test, we provide instructions and documentation. This allows you to correctly support the system internally if the customer plans to perform further maintenance independently.
Another point important for the success of the implementation is teaching users how to use Bitrix24. We offer this service in several formats:
There are ready-made video instructions.
We develop text instructions with screenshots. These can be added to the company knowledge base.
We conduct online webinars with recording and subsequent transfer of the video to the client. Such webinars are conducted by our employees with many years of teaching experience, PhD, head of Bitrix24 implementations.
Why are we the best implementors of Bitrix24 for construction companies?
We combine deep industry expertise and client- and community-recognized expertise at Bitrix24.
We are among 12 companies in the world recommended by Bitrix for large deployments.
We have all the competencies for Bitrix24, this is confirmed by the vendor.
We are able to do non-standard integrations, both from the side of Bitrix24 and from the side of accounting and other management systems.
A large workforce, 20 dedicated to only B24 implementation.
We have been engaged in Internet projects for 19 years, Bitrix24 for 9 years.
We specialize in complex modifications of the boxed Bitrix24.
Our employees are authors of training materials for Bitrix24.
We know how to customize Bitrix24 such that the changes remain even after the portal updates.
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