We separate product sales from project delivery. Standard software, plugins and templates can be purchased directly; system integration, workflow redesign and private deployment go through delivery services.
Map roles, workflows, data sources and repetitive tasks, then output product list, automation flow and rollout priority.
Configure AI support, sales assistants, knowledge bases, BI and workflow bots with permissions, templates and data setup.
Confirm the first AI scenario, budget range and launch risks.
Run a small loop that the business team can actually use, not just watch as a demo.
Complete data, permissions, exception handling and success metrics for repeatable rollout.
Iterate knowledge bases, flows and templates by response, conversion, labor and cost metrics.
Connect WeCom, Lark, CRM, ERP, tickets, forms and knowledge bases into traceable automation flows.
For sensitive data or complex IT architectures, covering models, permissions, audit and internal API integration.