1. Flow inventory
List the approvals that must ship and who can decide. Keep phase one to three–five flows. How growing companies sequence this: see Growing companies: which approvals to ship first.
Treat a management system as “someone build a few menus,” and the project will burn down changing nodes. Run it as engineering: every stage has a sign-off—must-ship approvals, org permissions, forms, an integration list, trial records, and who is the admin.
2. Org permissions
Draw departments, roles, and data scopes before you design forms. For the group tree, see Group and subsidiaries: isolate permissions, still report up.
3. Forms and routing
Split by amount and department; write timeouts and handoffs into the system. If clicks pile up, diagnose first: see The system made work slower: how to diagnose it.
4. Integrations and migration
Which HR, finance, and ops systems to connect, and how old tickets stay read-only: see How to migrate data from a legacy OA. Mobile to-dos: see APP / Mini Program / H5.
5. Trial and close
Run real tickets for two weeks and close parallel WeChat approvals. How to close if nobody opens the system: see If nobody opens the system after launch, was it worth building?.
Who can decide determines whether step 3 spins
The usual stall is not technology. Inside the company, nobody can sign “this flow can drop one extra signer.” Finance wants every field; the floor fears every field. At kickoff, name who owns each flow, who closes exceptions, and that admin is a role—not a person. If you are still adding nodes after two rounds, phase-one scope is not set. Cost and cycle: see What an OA / management system costs, and how long it takes.
Do not accept on “pretty.” Walk at least four paths: an employee submits leave on a phone; a manager is chased on timeout; a seal lookup finds a ticket number; an admin can change role permissions. Test notifications on go-live day. For a legacy OA swap, fold the preservation list into step 4; see Replacing a vendor-abandoned OA: what to watch. At kickoff, write what you will not do: no full ERP in phase one, no ten empty modules. Changes go in writing so verbal extra nodes do not churn the forms.
DaXi Technology delivers management systems in that order, and can plan them with business systems and dashboards. Go to the Management systems service page with headcount and phase-one approvals, or call +86 139-2520-6166. Why do this, and what efficiency you can see, starts at Why companies need a management system.