Start with One Workflow

Find the Right First Problem. Build a System That Works.

Choose one frequent workflow—support, knowledge, work orders, operations, or an existing system—and ship a useful first release.View Four Workflow Areas

Phase 1 workbenchScope is focused

The most troublesome thing now

Customer repeated consultation

Data versions are scattered

Exception handling disconnected

Make it first

A process that can actually be used

a use entrance
a confirmed owner
A set of acceptance records

Can start verification

Solutions

Four Workflow Areas, Eight Common Projects.

Customer consultation

Is this device suitable for outdoor use?

3 conditions of use have been organized

sales workbenchTo be confirmed 1

Recommended plan ABasis: environment, budget, delivery date

Price to be verifiedTransferred to sales manager

Customers & Sales

Customer-facing consultation, recommendations and sales follow-up

AI Customer Support
Consultation answers are scattered, and important matters need to be forwarded to the manual in a timely manner.
The answers are well-founded and important matters are taken over by someone.
View plan AI Customer Support
Sales Recommendations
Customer conditions are scattered in the conversation, and the reasons for recommendation are difficult to unify.
Keep the same set of customer criteria and explain the rationale and trade-offs for each candidate.
View plan Sales Recommendations

Current information

Employee questions

When should travel requests be submitted?

Submit before the trip; in case of emergency, the owner will supplement and confirm.

Basis 01 · Travel Management Measures · Chapter 4

Knowledge & Collaboration

Information inquiry, review and daily collaboration for employees

Enterprise Knowledge Q&A
Employees could not find the answers to the system and could only repeatedly ask people who were familiar with the business.
When an employee asks a question, he or she will see the complete answer and the source of the original article.
View plan Enterprise Knowledge Q&A
Document Review
Finding fields, checking the original text, and checking for exceptions require centralized review.
Field results carry the original text location, and unconfirmed items remain in the review list.
View plan Document Review

Work order WX-0284On-site processing

Accepted
Order dispatched
Waiting for completion confirmation

Replenishment suggestionsRecommend replenishment of 24 pieces

The owner will generate a procurement draft after confirmation.

Service & Operations

Daily decisions for service teams and operations leaders

Work Orders & Field Service
Information from repair report to completion is scattered in the hands of different roles.
The same work order connects each role, changes are confirmed first, exceptions have a responsible person, and completion has a basis.
View plan Work Orders & Field Service
Inventory Planning
Inventory, sales and in-transit data are difficult to recalculate.
It is recommended to explain the data, calculations, constraints and risks, and then enter the procurement or allocation process after confirmation.
View plan Inventory Planning

Abnormal qualityTo be reviewed

Reading 12.48mmRule version Q-3.2

Data gaps have been handed over to the quality manager

Original business system

AI has generated treatment recommendations

Wait for confirmation from staff and then write back

Production & Systems

For quality exception handling and increasing AI capabilities without replacing the original system

Quality Exception Management
Exceptions are scattered in slips, forms, and group chats, making it difficult to track the progress of processing.
Put inspection records, applicable rules, batches to be processed, and responsible persons into the same exception handling system.
View plan Quality Exception Management
AI for Existing Systems
Employees repeatedly look up information, copy and paste between systems, group chats, and forms.
There is no need to redo the existing system. First, we can eliminate repetitive work such as checking information and writing drafts.
View plan AI for Existing Systems

Requirements Still Evolving

Compare Scenarios in the Planning Sandbox.

See how business volume, response time, and labor input affect each other.

Enter the business sandbox

Existing requirements, prototypes or system information

Start with the First-Phase Scope.

There is no need to rewrite the material, just send in the existing content.

Contact the project lead