Use active and passive tactics in the business to drive users to abide by rules

During the last six months, some business problems caused by human errors have always occurred during the financial reconciliation process. The financial reconciliation function has been launched for more than half a year, and the business is also very stable. However, every month, the financial staff of the branch may miss the approval information or forget to approve the statement. At the same time, the dealer will also forget the reconciliation. Although our system and SAP both strictly control the period of the reconciliation service and fail to expire, the chances of unexpected events will continue to emerge. We have to make an analysis from the buyer's and the seller's heart. When a transaction occurs, do the buyer care about the statement or the seller? In general, the buyer should be more concerned, because I have already paid, and the seller has received the money, and the money is in my hands. It doesn't matter if I make a mistake after several days. For example, if the bank's credit card center collects 5000 yuan more, you can check whether the bill will be sent immediately. Oh, so the same reason is also reminded here. Every month, the branch company's finance department should make this reconciliation review. As a daily work item, the work enthusiasm certainly does not always keep high. However, for a dealer as a buyer, it is different. For example, when you remind the dealer customer and the marketing company of finance on the reconciliation start day, the effect will be different. If you remind the customer as the buyer, he will immediately check whether the reconciliation data is correct, but the marketing company's enthusiasm as the seller is certainly not that high. However, if the dealers under the Marketing Branch reach the reconciliation date and find that the Branch's finance has not reviewed the reconciliation, ask the branch about the pressure, imagine a large group of people following you asking why the reconciliation has not been reviewed, and no data is available. Can you still clean it? So when this key point is taken into consideration, we can consider reminding the active party to actively promote the passive party to complete the business during system design, so that the system process is smooth.