About how to design a vertical domain SaaS platform

The SaaS platform is a more complex system, and it is also an evolutionary system (service providers add functional modules). Based on the characteristics of the vertical field SaaS platform, the required functional characteristics are also different. Below, the main development is based on the automotive aftermarket SaaS platform. Explain.

Project Name: SDI Intelligent Management System.

First, understand the business

The business is to: understand the company's own business function modules, this step is better to confirm, because it is based on their own business needs to confirm the function module. On how to confirm the requirements and functional modules, there are many such articles, This is not repeated.

The working methods of each product are also different. My working methods are basically: collection requirements, requirements review, framework building, process grooming (mind maps), prototype interaction, UI review, project testing, project on-line, gathering opinions.

At the same time, since we are doing the vertical automotive market, we need to understand the business process. This step is very important, especially for the company's own business, the business must be clear, otherwise design The function may be inappropriate. About how to understand the company's business, the proposal is from two aspects:

The company's old employees, such as R&D managers, directors, etc., understand the company's business framework

Visit the offline store in person, talk with the staff responsible for the current business, and record their needs (a good product is a listener)

Here, it is reminded that whether it is to collect the needs of offline store staff or other departments, it needs to be screened and screened.

Second, the function module definition

The definition of functional modules is mainly defined according to the attributes of the company's business. It can be considered from the following questions:

What is the organizational structure of the company and which departments?

What are the company's business?

What is the company's service?

SaaS platform is mainly to solve what problems?

Then based on these issues, we will define the functional modules:

The first question: When we understand the structure of the department, we have SA (Special Advisor), Marketing, Customer Service, Finance, Technician, Pickup Driver, Supply Chain and other departments. Then based on the understanding of the department, we analyze: SA needs to open a bill, Marketing needs to look at reports and planning activities, financial needs need to be reconciled, and the technicians need to deploy. After discussions with the department, the following refinements are made:

Order Management (SA)

Operations Management (Marketing)

Financial Management (Finance)

Dispatch control (technician)

Product Management (Supply Chain)

The second question: The company's business is mainly spray maintenance. It is also divided into different types of business, such as: car wash, beauty, refurbishment, gold plating, etc. According to these services, we need a function to manage these services, so set the following Features:

Basic data (business management)

The third question: The company's service is: When the customer's vehicle enters the store, it will carry out license plate recognition; At the same time, the customer can watch the construction video (monitoring video) of the workshop on the mobile phone in real time, and can view the movement route of the vehicle. These functions are followed. Smart hardware is related. According to the discussion of the same department, set the following functions:

Smart hardware (camera, license plate recognition, etc.)

Question 4: The development of this platform is mainly to manage the business of offline stores, to control quality, intelligent management and construction. At the same time, it is capable of summary, statistics, query, personnel management, membership management, etc. Then, we can synthesize the above The problem, according to the purpose of the development of this platform, there is no place for the integration function as follows:

Customer Management (Membership Management)

Employee management (personnel management)

On the fourth question, it is a summary of the first few questions and it is also a core question. What is the purpose of developing a system and what issues are solved? Each company is different, and it is necessary to make specific judgments based on specific conditions. Just like development. A financial system, to understand what the financial process, like to communicate with the financial staff.

3. Flexible customization of functions

Based on the premise of basic functional modules, it needs to be taken into account that if it is used for other similar types of enterprises, such as 4S shops, does it also need all the functions of this platform, or whether it needs custom functions?

In SaaS2.0 mode, you need to consider a SaaS application platform with flexible customization, instant deployment, and rapid integration.

For example, in this project, we conducted special customization of products and services, divided into:

operating system

System module

Extended services

Third-party access

4. The operation mode of the submenu under each function module

After confirming the first-level menu function module, it is necessary to perform the secondary menu classification. When classifying, it is necessary to consider what the attributes of the first-level menu are, and integrate the secondary menu functions. At the same time, the data table under the secondary menu should be considered. What to do, this is related to the operability of the entire system.

For example, when performing the secondary classification of the order management of the first-level menu, according to the order classification of the company, there are: order overview, reservation order, comprehensive order, delivery order, insurance order, maintenance order, etc. Consider also, order overview What are the operations, such as name inquiries, license plate number inquiries, mobile phone number inquiries, etc., to view the current customer's order status.

That is, to define what each secondary menu is for, what fields the table displays. This requires familiarity with the business, and the close cooperation of the various departments. Product managers are never alone.

Put mind mapping below for your reference.

Conclusion

Regarding the SaaS platform, it is a relatively complicated system. Although it is only deleted, added, searched, etc., but due to the complex structure between systems, when thinking about issues, think about it, and ask a few more people. There is always no harm. .

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