(Applicable manufacturing industries, Foreign trade, realize / mounting / Services)This list is based on generic information, Further refinement of core business information by industry, System interfacing details, Compliance documents, Ensuring that needs are not missed, Implementation of zero rework, Also clarify the criteria for submission of information and the boundaries of responsibility.
| Type of information |
concrete content |
Detailed requirements |
Form of submission |
Description of use |
| Enterprise main body qualification |
Copy of business license |
Stamped with the official seal of the enterprise, Ensure that it is within the validity period; If it is a branch project, Need to provide the head office authorization letter |
paper copy (1 pc)+ electronic version(PDF scan) |
Confirmation of the legitimacy of the subject of cooperation, For contract filing, Platform account opening qualification audit |
| Project authorization letter |
Identify project matchmakers, decision maker, Name of Financial Approver, duties, scope of authority(If demand is confirmed, Programmatic signatures, Payment Approval), Signature of legal representative required + seal |
paper copy (1 pc)+ electronic version |
Avoiding multiple docking, Define the main body of responsibility |
| Enterprise Organization Chart |
Labeling of departments, quorum, core post(e.g. Manufacturing Production Department, Documentation Unit, Ministry of Foreign Trade, Services Industry Engineering Department) |
electronic version(Excel/PPT) |
For system privilege architecture design, role allocation |
| Core project requirements |
Project Objective Statement |
1. Clarify business objectives(e.g. "Increased efficiency of production reporting 50%""Shorten foreign trade order lead time to 7 days")2. Clarify system objectives(e.g. "substitute for Excel ledger""docking station ERP""Mobile Work Order Processing")3. Clarification of acceptance criteria(Quantitative indicators, nonfuzzy description) |
electronic version(Word) |
Annexed to the contract, Defining the project scope boundary |
| List of current pain points |
Sorting by sector: 1. Existing processes(handmade / systems)Specific steps to be taken2. point of pain(e.g. "Out-of-stock due to lagging inventory data""High rate of errors in filling out customs declarations""No record of work orders dispatched")3. Expected settlement |
electronic version(Excel) |
Precise matching of low-code solutions, Avoid functional redundancy |
| Project Time Plan |
Clarify demand research deadlines, System go-live date, Acceptance deadline, If implemented in phases, milestones for each phase need to be indicated. |
electronic version(Excel) |
Development of a project implementation plan, control progress |
| Budget and procurement requirements |
1. Clarify the scope of the budget(Includes platforms license, custom development, Implementation Services, Operation and maintenance costs)2. Clarify the type of procurement(e.g. "New Purchase Platform + custom development""Secondary development of existing platforms") |
electronic version(Word) |
Developing a quotation program, Matching budget requirements |
| User and Permission Basics |
List of system users |
by sector / Post statistics: 1. user ID, Departments, character(e.g. "Production Operator""Foreign Trade Documentation Clerk""Services Engineer")2. Login Method(PC / / mobile / Enterprise WeChat Integration)3. Concurrent user requirements |
electronic version(Excel) |
Accounting platform license quantities, Design Authority Matrix |
| business module |
Specific information |
Detailed requirements |
Form of submission |
Description of use |
| production management |
Production process flow chart |
1. Labeling product model, Process name, sequence of processes, processing time, quality control node2. Clarify process flow rules(e.g. "eligible (voter etc)→next process, substandard→rework / go")3. Clarify the positions of responsibility for each process(e.g. "machining→operator, quarantine→quality inspector") |
electronic version(Visio/PPT) |
Build production work orders, Process Reporting, Progress tracking module |
| BOM List and material coding rules |
1. offering BOM multilayer structure table(a finished product→semi-manufactured goods→raw materials, Containing the amount of use, attrition rate)2. Clarify material coding rules(e.g. "a finished product: CP-XXX, raw materials: YL-XXX")3. Provide material classification standards(e.g. "metal material, plastic part, standard part") |
electronic version(Excel) |
realization BOM disassemble, Material Requirements Calculation, Stock linkage |
| Production planning and scheduling rules |
1. Scheduling priority rules(e.g. "on time delivery according to order, By Customer Class, By capacity load")2. Production plan sources(e.g. "sales order→production plan""Forecast Orders→material preparation plan")3. Production capacity data(Equipment capacity, Personnel shifts, working hour standard) |
electronic version(Word/Excel) |
Design of production planning modules, Realization of automatic scheduling or manual adjustment |
| Warehousing & Logistics |
Warehouse management information |
1. Warehouse Layout(Labeling of warehouse partitions: raw materials area, semi-finished products area, finished goods area, reject sth.)2. Coding rules for library positions(e.g. "raw materials area: YL-01-001")3. Incoming and outgoing process(Procurement Inventory, production requisition, Finished goods out of warehouse, Approval Node for Returned Goods Inventory, Document templates) |
electronic version(PPT/Excel) |
Build Warehouse Management Module, Realization of precise management of the warehouse |
| Inventory base data |
1. Existing inventory ledger(Includes material code, name (of a thing), norm, quantities, storage space, batch number)2. Safety stock standards(Minimum stock of each material, Maximum stock)3. Inventory count rules(Inventory cycle, Inventory method) |
electronic version(Excel) |
System initialization data import, Setting up inventory alerts |
| Equipment and Quality |
Equipment management information |
1. Equipment ledger(Device number, model number, Attributed to the workshop, wilfulness, Date of purchase, Maintenance Cycle)2. Equipment Inspection / List of maintenance items(e.g. "daily spot check: boot check, Weekly Maintenance: Lubricating oil replacement")3. Equipment Fault Code Table(Fault type, Treatment, Department responsible) |
electronic version(Excel) |
Build equipment point inspection, Maintenance work order, Fault Reporting Module |
| Quality management information |
1. Quality control standard documents(IQC Incoming Material Inspection, IPQC process control, FQC Inspection items for finished product inspection, Qualifying standards, Sampling ratio)2. Quality control document template(checklist, Nonconforming Product Disposal Sheet, rework order)3. Quality traceability rules(e.g. "Traceability by batch, Traceability by order") |
electronic version(Word/Excel) |
Build QC process module, Realization of quality data traceability |
| Compliance information |
Production Compliance Documentation |
1. ISO9001/ISO14001 Certificate of System Certification(if any)2. Industry-specific requirements(Such as traceability requirements for food manufacturing, automotive TS16949 request) |
electronic version(PDF scan) |
Ensure systems meet industry compliance standards |
| business module |
Specific information |
Detailed requirements |
Form of submission |
Description of use |
| Order Management |
Foreign trade order related information |
1. Order templates(Includes customer information, Product Details, quantities, price of item, trade term(FOB/CIF), terms of payment(T/T/L/C), delivery period, Port Information)2. Order Approval Process(e.g. "salesman→Foreign Trade Manager→financial affairs→deputy director")3. Customer Profile Form(Client Name, country-specific, credit level, terms of payment, History of cooperation) |
electronic version(Excel/Word) |
Build foreign trade order entry, vetting, Tracking Module |
| Quote Management Information |
1. Quotation template(Including product costs, sea transport, insurance premium, margins, Quotation validity period)2. Rules for accounting for quotations(e.g. "Rules for adjustments for exchange rate fluctuations""Bulk Order Discount Rules") |
electronic version(Excel) |
Design Quote Management Module, Realization of one-click quotation generation |
| Documentation and customs clearance |
List of document templates |
1. Core document templates(Pro forma invoice, commercial invoice, packing slips, bill of lading, a customs declaration form, certificate of origin (commerce))2. Specification for filling in documents(If the commodity code of the customs declaration, Filing elements, currency system) |
electronic version(Word/PDF) |
Build the automatic generation of documents, Print Module, Reduced filling errors |
| Customs and Logistics Information |
1. Cooperative Freight Forwarder / List of Logistics Companies(Includes contact information, Services Routes, Freight rates)2. Customs clearance process(e.g. "Documentation preparation→Customs broker declaration→Customs inspection→let pass")3. Logistics tracking rules(e.g. "Bill of lading number inquiry logistics status") |
electronic version(Excel/Word) |
Realization of logistics information entry, Status Tracking |
| Settlements and refunds |
Receipt, Payment and Refund Information |
1. Receipt and Payment Process(Percentage of deposit, Conditions for final payment, Treatment of late payments)2. Export tax rebate information(Tax rebate rates, Filing process, List of documents required)3. Cost accounting table(sea transport, insurance premium, agency fee, Rules for the apportionment of bank charges) |
electronic version(Excel) |
Setting up a receipts and disbursements ledger, Tax Refund Management Module |
| Compliance information |
Foreign trade compliance documents |
1. Import and export right qualification certificate, Customs filing certificate(if any)2. Trade barriers in target countries / tariff policy(e.g. the EU CE accreditation, United States of America FDA Certification Requirements) |
electronic version(PDF scan) |
Ensure system compliance with foreign trade compliance requirements |
| business module |
Specific information |
Detailed requirements |
Form of submission |
Description of use |
| Work Order Management |
Work order related information |
1. List of work order types(e.g. "installation work order, maintenance work order, inspection work order, maintenance work order")2. Work Order Templates(Includes the contents of the report, fault level, Services SLA (an official) standard(e.g. "4 Hourly response, 24 Hourly resolution")3. Work Order Status Flow Rules(e.g. "To be assigned→deployed→in progress→done→Customer Acceptance") |
electronic version(Excel/Word) |
Build a work order lifecycle management module |
| Information on assignment rules |
1. Assignment priority rules(e.g. "VIP Client Priority, Emergency fault prioritization, Neighborhood assignment is preferred")2. Engineer skills matrix(name and surname, Skill qualification, Services area, Specialty) |
electronic version(Excel) |
Designing the Intelligent Dispatch Module, Matching Optimal Engineer |
| On-site Services |
On-site Services information |
1. Services process standardization(e.g. "Pre-visit confirmation→On-site Services→Fill in the report→Client Signature→return receipt filing")2. Services Order Template(Services Receipt and Inspection Form, Services evaluation form, Fault Reporting)3. Mobile Requirements(e.g. "Offline work order processing, On-site photo upload, electronic signature") |
electronic version(Word/PDF) |
Enabling Services management on mobile, Improve on-site efficiency |
| Projects and settlements |
Project management information |
1. Project Establishment Process(Project application→Budget Approval→Project Launch→Progress tracking→check on receipt and settlement of accounts)2. Project progress nodes(e.g. "design phase, Implementation phase, Training phase, acceptance stage") |
electronic version(Word) |
Build a project management module, Tracking project progress |
| Clearing information |
1. Pricing standards for Services fees(e.g. "per visit, Project-based fees, Annual Maintenance Package Charge")2. settlement process(e.g. "Work Order Completion→Cost accounting→Invoicing Request→Customer Payment") |
electronic version(Excel) |
Accounting for construction costs, Invoicing Management Module |
| Compliance information |
Services Compliance Documentation |
1. Services Qualification Certificates(e.g. "Electrical and Mechanical Installation Qualification, Special Equipment Maintenance Qualification")2. Customer Privacy Protection Requirements(e.g. "Encrypted storage of customer information, Confidentiality of Services records") |
electronic version(PDF scan) |
Ensure systems meet industry Services compliance standards |
If the low-code system needs to be integrated with the customer's existing system / Hardware Docking, The following details are required, Avoid rework of docking links:
(Applicable manufacturing industries, Foreign trade, realize / mounting / Services)This list builds on previous versions, Further refinement of information granularity, Fill in the norms, Handling of exceptions, Clarify the required information for each category / Optional Attributes, Time frame for submission, responsible body, Also add special scenario information requirements, Ensuring project requirements 100% reach to the ground, Avoid post-communication costs.
| Type of information |
concrete content |
Field-level detail requirements |
mandatory field/optional |
Form of submission |
Time frame for submission |
responsible body |
Description of use |
| Enterprise main body qualification |
Copy of business license |
1. Including unified social credit code, Scope of business, Legal Representative Information2. affix a fresh seal(Electronic seals need to provide proof of electronic signature filing)3. Remaining validity period≥6 months |
mandatory field |
paper copy (1 pc)+ PDF scan(high definition (photo, audio or television)) |
First day of contract negotiations |
Customer Administration Department |
Review of the legality of the subject of cooperation, Platform enterprise authentication |
| Project authorization letter |
1. incorporate: commissioner(Full name of the enterprise), trustee(Docker's name / duties)2. Clarification of fiduciary powers: □ Requirement Confirmation □ Programmatic signatures □ Submission of information □ Payment Approval □ Receiving and Inspection Signature3. Signature of legal representative + Fresh seal of the enterprise |
mandatory field |
paper copy (1 pc)+ Word format |
First day of contract negotiations |
Client Legal Department / Administration Department |
Clarify the authority and responsibility of the counterpart, Avoidance of non-authorized signatures |
| Enterprise Organization Chart |
1. Labeling of departmental hierarchies(business group→associated company→shop floor→group or team (in factories etc))2. Labeled post establishment(For example, the production department: managers 1 people, group leader 5 people, operator 50 people)3. Labeling of core job counterparts(If the purchasing department counterpart: John Doe, contact details: XXX) |
mandatory field |
Excel/Visio format(editable) |
Prior to contract signing 3 working days |
Customer Administration Department |
System privilege architecture design, role allocation, Needs research scoping |
| Enterprise Credit Information Report |
1. recent 1 Within months by SkyEye / Enterprise Search / Issued by the central bank credit center2. No business abnormality, No record of serious violations of the law and breach of trust |
optional(Required for large items) |
PDF format |
Prior to contract signing 3 working days |
Client Finance Department |
Assessing the risks of cooperation, Especially customized development amounts＞50 million-dollar project |
| Core project requirements |
Project Objective Statement |
1. Business objectives(quantize): e.g. Increased efficiency of production reporting 50%, Error rate of foreign trade orders reduced to 0.5% less than, Services work order response time reduced to 2 hourly2. system goal(functionality + performances): functionality: substitute for Excel ledger / a joint (between components) ERP / Mobile Work Order Processing performances: be in favor of 100 human concurrent operation, Data query response time < 3 seconds3. Receiving and Inspection Criteria(quantifiable, executable (computing)): e.g.: Continuous after system go-live 15 Days of stable operation, Work order processing completion rate 100% |
mandatory field |
Word format(Both parties may modify the annotations) |
Prior to contract signing 5 working days |
Client Project Leader |
Annexed to the contract, Defining the project scope boundary, Avoiding demand contagion |
| List of current pain points |
1. by sector + Process Dimension Completion: e.g. production department→material requisitioning process→point of pain: hand-fill, Time-consuming warehouse reconciliation 2 hourly / Form 2. Frequency of labeling pain points(If the daily occurrence of / daily 3 times / infrequent)3. Labeling the pain point's sphere of influence(If it affects the production schedule / Impact on customer payback / Impact on Employee Effectiveness)4. Labeling of existing interim solutions(If a person is assigned to check / Overtime processing) |
mandatory field |
Excel format(Preset Templates) |
Prior to contract signing 5 working days |
Client business units |
Precise matching of low-code solutions, Avoid functional redundancy |
| Project Time Plan |
1. Phased milestones: □ Demand Research Deadline □ Program Review Day □ System development start-up date □ test launch date □ Acceptance deadline2. Marking of milestone deliverables(Such as demand research reports / Solution Design Documentation / Test Report)3. Marking of rules for handling extensions(if extended 1 Day penalty of the contract amount 0.1%) |
mandatory field |
Excel Gantt chart version |
Prior to contract signing 3 working days |
Project leaders on both sides |
Development of a project implementation plan, control progress, Clarify responsibility for extensions |
| Budget and procurement requirements |
1. Budget breakdown: □ Platforms license cost □ Custom development costs □ Implementation Services fees □ operation and maintenance costs □ software / network cost2. Type of procurement: □ New Purchase Platform □ Secondary development of existing platforms □ Platforms + hardware integration3. Payment method preference: □ prepayment 50%+ payment for goods received 50% □ staged payment(investigate and research / use / verify and accept (a delivery)) |
mandatory field |
Word format |
First day of contract negotiations |
Client Finance Department |
Develop a precise quotation program, Matching budget and payment needs |
| User and Permission Basics |
List of system users |
1. BASIC FIELD: user ID, Departments, a job, cell phone number, inbox2. permission dimension (math.): □ operating privilege(ferret out / additional / compiler / removing / derive / vetting) □ data privilege(personal data / Data for this sector / Company-wide data)3. Terminal Preferences: PC / / mobile / Enterprise WeChat / Spike Integration4. concurrency requirement: peak number of concurrent users / Daily concurrent users |
mandatory field |
Excel format(Preset Templates) |
Demand research before launch 2 working days |
Heads of client departments |
calculate license quantities, Design Authority Matrix, Configuring the login terminal |
