Ithuluzi lamahhala

Uhlu lokuhlola lokuhlolwa kokwethembeka nenkomba yegumbi ledatha

Khetha uhlobo lwesivumelwano, susa umaka kokungasebenzi bese udawuniloda inkomba yamafolda enezinombolo (i-CSV ye-Excel noma i-Google Sheets). Akudingeki i-imeyili.

Indlela yokuyivula ku-Google Sheets
  1. Chofoza ku-“Kopishela ku-Google Sheets” – kuvuleka i-Google Sheet entsha engenalutho futhi inkomba isebhodini lakho lokunamathisela.
  2. Chofoza iseli A1 bese unamathisela (Ctrl+V, noma ⌘V ku-Mac). Amakholomu athi Index, Folder, Document, Status, Owner, Due date ne-Notes ayagcwaliswa.
  3. Noma dawuniloda i-CSV bese ku-Google Sheets ukhetha File → Import → Upload.
Dala leli gumbi ku-HelpRange

Mahhala ukuqala, akudingeki khadi lesikweletu. Ngemva kokubhalisa, vula Amagumbi edatha → Igumbi ledatha elisha bese wengeza amafolda anezinombolo asenkombeni yakho (i-ZIP inesakhiwo esifanayo); izivakashi ziwabona ngohlelo olufanayo, futhi ubona ukuthi ubani ufunde iyiphi idokhumenti.

Dala leli gumbi ku-HelpRange

Ifayela le-Excel linamakholomu athi Status, Owner, Due date ne-Notes kanye nohlu olwehlayo lwesimo. Iyisiqalo esisebenzayo – yilungise nabeluleki bakho.

Indlela okusebenza ngayo

Khetha uhlobo lwesivumelwano

Ukuthengiswa kwenkampani, ukuqoqwa kwemali, izindlu nomhlaba nokunye.

Susa ukukhetha kokungasebenzi

Into ngayinye iyidokhumenti abathengi noma abatshalizimali abavame ukuyicela.

Dawuniloda inkomba

Inkomba yamafolda enezinombolo ongabelana ngayo nabeluleki noma wakhe ngayo igumbi ledatha.

Uhlu lokuhlola lwe-due diligence oluqoqwe ngefolda nezinto ezinezinombolo
Uhlu lokuhlola lwe-due diligence oluqoqwe ngefolda nezinto ezinezinombolo
Shumeka le uhlu lokuhlola lokuhlolwa kokwethembeka nenkomba yegumbi ledatha kuwebhusayithi yakho (mahhala)

Kopisha ikhodi uyifake ekhasini lakho noma okuthunyelwe kwebhulogi. Ithuluzi lisebenza esipheqululini sezivakashi zakho; gcina umugqa wokubonga.

Guqula le nkomba ibe yigumbi ledatha ngemizuzu

Dala amafolda egumbini ledatha le-HelpRange, mema abathengi noma abatshalizimali ngekhodi ye-imeyili, dinga i-NDA yakho, bese ubona ukuthi yimaphi amadokhumenti ohlangothi ngalunye aluwafundayo.

Inkomba yegumbi ledatha luhlu lokuqukethwe olunezinombolo lwegumbi ledatha lokuhlolwa kokwethembeka: 1. Ezenkampani, 2. Ezezimali, 3. Intela, 4. Ezomthetho… Abathengi nabatshalizimali bayayilindela, futhi igcina imibuzo ihlelekile.

Indlela yokusebenzisa uhlu lokuhlola

Qala kusenesikhathi – amasonto ngaphambi kokuthi umthengi noma umtshalizimali wokuqala abone noma yini. Hamba ohlwini nomholi wakho wezezimali nommeli, umake okukhona, okudinga ukubuyekezwa nokungekho, futhi unikeze into ngayinye umnikazi. Ukunombolwa (1.1, 1.2, 2.1…) kuba yisakhiwo samafolda segumbi ledatha, ngakho imibuzo ku-Q&A ingabhekisela ku-“document 4.3” futhi wonke umuntu ayithole.

Akuyona yonke into esebenza kuso sonke isivumelwano: ukuthengiswa kwempahla kudinga umlando omncane wenkampani, umzuliswano we-seed udinga okuncane kakhulu kunokuthengiswa kwenkampani.

Kusukela ohlwini lokuhlola kuya egumbini ledatha

  • Faka idokhumenti ngayinye kufolda enenombolo eyingxenye yayo; qamba amafayela inombolo iqala.
  • Layisha izinguqulo zokugcina futhi ususe i-metadata namazwana kuqala.
  • Yenza zonke izinhlangothi zisayine i-NDA ngaphambi kokufinyelela.
  • Khetha igama lekhodi lesivumelwano elingathathi hlangothi lephrojekthi.

Amaphutha avamile

  • Ukulayisha konke ngesikhathi esisodwa, kuhlanganise namadokhumenti angacelwanga muntu – kwehlisa ijubane lababuyekezi.
  • Izinguqulo ezingasayiniwe noma ezisalungiswa eduze kwezokugcina.
  • Izinkontileka zamakhasimende okwabelwane ngazo nabathengi abaqhudelanayo ngaphandle kokufihla amagama namanani.
Imibuzo Evame Ukubuzwa

Uhlu lokuhlola lokuhlolwa kokwethembeka nenkomba yegumbi ledatha – imibuzo

Ingabe lolu wuhlu lokuhlola lwezomthetho oluphelele?

Cha – kuyisiqalo esisebenzayo esisetshenziswa ngabeluleki; sivumelanise nesivumelwano sakho nabameli bakho.

Ngingayingenisa yini egumbini ledatha?

Yebo – izinombolo zihambisana nesakhiwo samafolda ongasenza kabusha kunoma yiliphi igumbi ledatha, kuhlanganise ne-HelpRange.

Ngidinga ukubhalisa?

Cha. Uhlu lokuhlola lusebenza kusiphequluli sakho.