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Bitrix24 business platform — how to check functionality

Bitrix24 business platform — how to check functionality

CrimeaPRESS reports:

Bitrix24 is an extensive business platform that combines many tools and functions. Here are the main components and capabilities of this system:

  • CRM (customer relationship management): includes tools for managing customer contacts, maintaining interaction history, transaction management, analytics and much more.
  • tasks and projects: Bitrix24 has the ability to create tasks and projects, distribute tasks among employees, track task completion and control deadlines.
  • communications: the platform provides various tools for communications within the company, including chats, video conferencing, file sharing, etc.
  • Calendar and Scheduling: The built-in calendar allows you to schedule events, appointments, meetings and activities, sync them with other calendars and share access to them with colleagues.
  • document management: Bitrix24 includes a document management system that allows you to store, exchange and collaborate on documents.
  • analytics: the system provides tools for analyzing performance, tracking key indicators and generating reports.
  • marketing and advertising: within Bitrix24 there are opportunities for creating marketing campaigns, managing advertising budgets, analyzing results, etc.

This is just a small overview of the capabilities of Bitrix24. Overall, it is a powerful and versatile platform that can be adapted to suit different types of businesses and organizations.

Bitrix24: audit — why?

Experts emphasize that correct installation and configuration of Bitrix24 is of great importance for optimal operation of the system and maximum use of its functionality. If installed or configured incorrectly, problems may arise with performance, security, integration with other systems, etc.

To ensure the correct operation of the system and identify possible problems or bottlenecks, a system audit is carried out — https://saltpro.ru/audit/. This is a comprehensive analysis of settings, configuration, security, performance and other aspects of Bitrix24. The audit can be performed either by internal specialists of the company operating the system or by external experts.

The purpose of the audit is to identify possible problems and shortcomings in the operation of the system, offer recommendations for eliminating them and optimizing the work of Bitrix24. This helps companies effectively use the platform, improve productivity and quality of work, and ensure the security of data and information.

Main stages of system audit:

  • collection of information: At this stage, the auditor receives all available information about the current configuration and settings of the system. This may include information about the Bitrix24 version, security settings, user roles and access rights, integrations with other systems, etc.
  • security analysis: checking system security settings, as well as analyzing possible vulnerabilities and risks. This includes checking user access rights, setting up SSL certificates, protecting against attacks, etc.
  • performance analysis: assessing system performance, identifying bottlenecks and problems that may affect the speed of operation. This includes analyzing the operation of servers, databases, query optimization, etc.
  • functionality check: checking the operation of the main functions of the system, such as CRM, tasks and projects, internal communications, etc. Identification of possible errors or malfunctions in the functionality.
  • configuration optimization: offering recommendations for optimizing system settings and configuration to improve its operation and performance.
  • documenting results: preparation of an audit report that contains all identified problems, recommendations for eliminating and optimizing them, as well as a general analysis of the state of the system.
  • providing recommendations: providing the customer with recommendations and recommendations for improving system performance based on audit results.

Each of these stages plays an important role in ensuring the correct operation of the Bitrix24 system and its optimal performance.

Audit of the Bitrix24 system — who conducts it

An audit of the Bitrix24 system can be carried out both by internal specialists of the company operating the system, and by external IT consultants or specialized companies providing information systems audit services.

As for whether an audit is mandatory, it depends on the specific situation. Although a system audit can be an important stage in maintaining and optimizing the operation of Bitrix24, it may not be necessary if the company has a sufficient level of expertise and resources to independently support and configure the system.

However, it is recommended to audit the system periodically or when there are changes in the company’s business processes, the introduction of new modules or significant system updates. This helps to identify possible problems and bottlenecks in the operation of the system, ensures its efficient and safe operation, and also optimizes the use of Bitrix24 functionality taking into account the specifics of the company’s business.

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