01 / Method

Align goals and boundaries for ERP Customization

If OA is slow, tickets go missing, and permissions are a mess, people retreat to WeChat groups. DaXi Technology starts with org structure and roles, then turns leave, expenses, contracts and seals into tickets you can chase and track.

When you need to connect a business system, finance or HR, the management back office is the entry—not a second copy of master data.

01

Ship high-frequency approvals first

Get leave, expenses and seals running, then add contracts and ERP modules. Easier to land than boiling the ocean.
02

Permissions follow the role

Who can see payroll, who can approve a contract—by rule. When someone changes jobs, access changes with them.
03

To-dos have to be visible

Overdue reminders by email or WeCom, so a flow does not die in unread.

Internal management-system back office — If people cannot open it, find a ticket, or chase anyone, they vote with their feet—back to WeChat groups and email.

02 / Deliverables

What we deliver

Scope notes, phased plan, and acceptance checklist for ERP Customization — not a one-line total price.

Org and permissions

Departments, jobs and roles are configurable. Who can see payroll, who can approve a contract—by rule, not by memory.

Approval flows

Leave, expenses, purchasing and seals route by conditions. Overdue items can be chased; people can check status themselves.

Contracts and files

Contract ledger, versions and expiry reminders live in one place, instead of on personal laptops.

ERP modules

Connect inventory, orders or basic finance when you need them. You do not have to buy a full suite on day one.

Knowledge base

Policies, how-tos and FAQs are searchable, so new hires ask the same question one fewer time.

Notifications and to-dos

To-dos, email or WeCom reminders, so an approval does not sleep in a manager’s unread.

03 / Process

From requirements to go-live

Clarify → scope & phases → design/build → integration & acceptance → launch and support.

01
Map the flows
List the approvals that must go live and who decides. Phase one stays at three to five.
02
Org permissions
Draw departments, jobs, roles and data scope before any form design.
03
Forms and routing
Split by amount and department. Write overdue and reassignment rules into the system.
04
Connect and migrate
Which HR, finance and business APIs to use, and how old tickets become read-only archive.
05
Pilot and cut over
Run real tickets for two weeks, then shut the parallel WeChat approvals.

04 / Scenarios