04 / FLOEEO
Business Systems & AI Solutions
商業系統與 AI 解決方案
Business Systems & AI Solutions
開發企業網站、管理系統與 AI 工具，串接客戶、訂單及文件資料，減少重複輸入與人工彙整，協助團隊掌握業務與作業進度。
We develop corporate websites, management systems and AI tools, connecting customer, order and document data to reduce repeated entry and manual reporting and help teams keep track of business and operating progress.
討論這項需求Discuss this need網站與數位產品開發Website & Digital Product Development
企業官網、產品型錄與客戶入口，依訪客實際要查詢或使用的內容設計。
Turn your brand, products and services into usable digital experiences.
- 企業官網Corporate Websites
- 品牌與產品展示網站Brand & Product Showcase Websites
- 數位型錄Digital Catalogs
- 客戶及供應商入口網站Customer & Supplier Portals
- 互動工具Interactive Tools
- MVP 原型設計與開發MVP Prototype Design & Development
工作方式
The work
依使用需求整理內容與功能，設計頁面結構、介面及操作流程，開發網站或 MVP 原型。完成後進行功能驗收，並說明內容管理與操作方式。
Design and develop corporate websites, showcase websites, digital catalogs, customer and supplier portals, interactive tools or MVP prototypes around your brand, products and services.
交付成果
Deliverables
- 使用情境與網站內容架構Use cases and information architecture
- 介面設計Interface design
- 可操作網站或原型Working website or prototype
- 內容管理方式Content management approach
- 功能驗收與操作交接Functional acceptance and user handover
企業系統與資料整合Business Systems & Data Integration
客戶、訂單、產品與供應商資料分散於不同系統時，欄位定義與更新方式需要一致。
Connect existing systems and data so teams work from consistent information.
- ERP／CRM 串接ERP / CRM Integration
- 跨系統資料整合Cross-system Data Integration
- API 串接API Integration
- 資料清理與移轉Data Cleaning & Migration
- 產品與供應商主檔建置Product & Supplier Master Data Setup
- 權限與資料存取流程設計Permissions & Data Access Workflow Design
工作方式
The work
比對各系統的欄位及資料格式，清理重複或不一致的紀錄，設計資料移轉與串接流程。透過 API 等方式連結 ERP、CRM 及其他系統，建立主檔與存取權限。
Organize and clean data across systems, integrate ERP, CRM and APIs, migrate data and establish product and supplier master data, and design permissions and data access workflows.
交付成果
Deliverables
- 系統與資料關聯圖System and data mapping
- 資料清理與移轉規則Data cleaning and migration rules
- 串接及例外處理流程Integration and exception handling workflows
- 主檔與權限設定Master data and permission configuration
- 整合驗收及交接文件Integration acceptance and handover documentation
營運流程與工廠無紙化Operational Workflows & Paperless Factory Operations
將採購、訂單、樣品開發與工廠紀錄轉為數位作業，便於查詢進度、追蹤異常與保存文件。
Turn work managed through paper, spreadsheets and scattered messages into traceable workflows.
- 電子表單Electronic Forms
- 線上簽核Online Approvals
- 採購與訂單追蹤Procurement & Order Tracking
- 樣品與開發流程管理Sample & Development Workflow Management
- 工廠報工Factory Production Reporting
- 品質檢驗紀錄Quality Inspection Records
- 文件版本與異常處理流程Document Version & Exception Handling Workflows
工作方式
The work
依現場作業建置電子表單、線上簽核及追蹤介面，串接工廠報工與品質檢驗紀錄，設定角色權限、文件版本及異常處理流程。
Build electronic forms and online approvals, connect procurement, orders, sample development, factory production reporting and quality inspection records, and organize document version and exception handling workflows.
交付成果
Deliverables
- 現有作業與改善後的流程圖Current and improved workflows
- 電子表單Electronic forms
- 簽核與角色權限Approval flows and role permissions
- 任務與異常追蹤介面Task and exception tracking interfaces
- 作業紀錄及操作教學Operational records and user training
AI 知識庫與工作流程AI Knowledge Bases & Workflows
文件查詢、資料擷取、問卷與報表整理，可以運用 AI 輔助，並保留來源核對及人工審核。
Use tools for repetitive document and information processing so people can focus on judgment and exceptions.
- 企業知識庫Enterprise Knowledge Bases
- 文件擷取與分類Document Extraction & Classification
- 問卷填答輔助Questionnaire Completion Assistance
- 會議紀錄與任務追蹤Meeting Notes & Task Tracking
- 報表產製Report Generation
- AI Agents 建置AI Agent Development
- 人工審核與例外處理機制Human Review & Exception Handling Mechanisms
工作方式
The work
整理知識來源與使用權限，建置企業知識庫及 AI Agents，設計文件分類、問卷填答、會議紀錄、任務追蹤或報表產製流程，同時設定人工審核與例外處理。
Organize enterprise knowledge sources, build workflows for document extraction and classification, questionnaire assistance, meeting notes, task tracking and report generation, and configure AI Agents with human review and exception handling mechanisms.
交付成果
Deliverables
- 知識來源與資料權限Knowledge sources and data permissions
- 可操作工作流程Working workflows
- AI 輸出與引用來源對照AI outputs mapped to their sources
- 人工審核與例外處理流程Human review and exception workflows
- 操作紀錄及使用說明Operation logs and user instructions
管理儀表板與系統維運Management Dashboards & System Maintenance
定期更新的營運資訊，搭配操作教學與系統維護，讓管理工具持續用於日常工作。
Keep track of operational information, maintain system availability and make improvements as needed.
- 銷售與財務儀表板Sales & Finance Dashboards
- 生產與供應鏈看板Production & Supply Chain Dashboards
- ESG 績效追蹤ESG Performance Tracking
- 自動提醒與排程報表Automated Reminders & Scheduled Reports
- 系統操作教學System User Training
- 維護與功能優化Maintenance & Feature Optimization
工作方式
The work
定義銷售、財務、生產、供應鏈或 ESG 指標，串接資料並建置儀表板，設定提醒與排程報表；依委託範圍提供操作教學、系統維護及功能優化。
Build dashboards for sales, finance, production, supply chain and ESG performance, configure automated reminders and scheduled reports, and provide system user training, maintenance and feature optimization.
交付成果
Deliverables
- 指標與資料來源對照Metrics and data source mapping
- 可更新的管理儀表板Dashboards that can be updated
- 提醒及排程規則Reminder and scheduling rules
- 操作教學User training
- 維護範圍與例外處理安排Maintenance scope and exception handling arrangements
專案內容依需求與資料條件討論，並於報價及合作文件中列明工作範圍、成果、時程、費用、各方分工與後續維運安排。
Services are combined to fit your needs. Work scope, deliverables, timing and maintenance are agreed in the quotation.
交付成果示例Illustrative deliverables
從需求到成果
What you receive
供應商文件與 AI 工作流程
Supplier Documents & AI Workflows
適用情境
When this helps
供應商文件分散於郵件、資料夾與試算表，團隊需要反覆查找，確認版本、缺件及到期情形。
Supplier documents are scattered across emails, folders and spreadsheets, requiring repeated organization and follow-up.
工作範圍
Scope of work
整理文件類型與必要欄位，建立分類、資訊擷取、人工審核及提醒流程，試做原型並檢查擷取結果、資料來源與待辦事項。
Define documents and fields, connect data sources, build classification and extraction workflows, and configure human review and follow-up reminders.
- 文件與資料欄位對照Document and data mapping
- 可操作工作流程Working workflow
- 待辦與例外清單Task and exception lists
- 審核紀錄Review records
- 操作說明Operating instructions