AI Workflow Control for Modern ERP Operations

以 AI 控制現代 ERP 營運工作流

CortexOps is an AI-powered ERP workflow control system for modern businesses. It does more than record data — it can trigger actions, automate operational steps, route approvals, generate documents, and help teams execute business workflows faster with natural-language commands across industries and regions.

CortexOps 是一套面向現代企業的 AI 驅動 ERP 工作流控制系統，不只是記錄資料，而是能夠觸發操作、自動化營運流程、路由審批、生成文件，並透過自然語言指令協助團隊在不同行業及地區更快執行業務工作流。

6+
ERP Modules Delivered
已落地模組
24/7
Ops-ready Support
隨時支援
AI
Automation-first Design
AI 優先設計
Global
Built for scalable workflow
適用可擴展工作流

Implementation Timeline

實施時間表

Week 1 discussion
WEEK 1
第 1 週
Workflow Discovery
工作流需求梳理

Map operational flow, identify automation opportunities, and define AI control scope.

梳理營運流程、識別可自動化環節，並確認 AI 控制範圍。

• Kickoff meeting with key users
• Map current workflow, bottlenecks, and approval flow
• Identify where AI can query, trigger, or automate actions
• Define success KPI and rollout scope
• 與關鍵用戶召開啟動會議
• 梳理現有流程、瓶頸及審批流
• 識別 AI 可查詢、觸發或自動化的步驟
• 定義成功 KPI 與上線範圍
Week 2 setup
WEEK 2
第 2 週
System & Workflow Setup
系統與工作流設定

Configure modules, roles, templates, and AI-enabled workflow controls.

設定模組、角色權限、範本及 AI 工作流控制能力。

• Setup core modules (Quotation / Project / Invoice / AR)
• Configure user permissions by department
• Import initial client/product master data
• Build AI-enabled workflow actions, templates, and notification rules
• 設定核心模組（報價／項目／發票／應收）
• 依部門配置權限角色
• 匯入初始客戶與產品主檔資料
• 建立 AI 工作流操作、文件範本及通知規則
Week 3 training
WEEK 3
第 3 週
AI Operations Training
AI 營運培訓

Hands-on training for teams to control workflows with natural-language operations.

培訓團隊透過自然語言操作來控制工作流。

• Role-based hands-on training sessions
• Real-case walkthrough from quotation to cash collection
• Practice AI queries, action triggers, and approval handling
• UAT feedback collection and quick fixes
• 按角色進行實操培訓
• 以真實個案走完整個流程（報價至收款）
• 練習 AI 查詢、操作觸發及審批處理
• 收集 UAT 回饋並快速修正
Go live
GO-LIVE
上線
AI-Controlled Go-live
AI 控制正式上線

Launch with live support, monitored workflows, and continuous optimization.

於上線支援、工作流監察及持續優化下正式投入運作。

• Controlled production launch with support window
• Monitor workflow accuracy, AI actions, and operational KPIs
• Prioritize enhancement backlog from live feedback
• Establish monthly optimization rhythm
• 在支援時段下進行受控正式上線
• 監察工作流準確性、AI 操作及營運 KPI
• 按實際回饋排定優化項目優先次序
• 建立每月持續優化節奏

AI Workflow Control

AI 工作流控制

AI is not only used for insight. CortexOps can control ERP workflows such as quotation, delivery, invoice checking, approvals, and reporting through a practical command layer.

AI 不只是用於分析。CortexOps 可透過實用指令層控制 ERP 工作流，例如報價、送貨、發票查詢、審批及報表操作。

Automation-first Operations

自動化優先營運

From document creation to approval routing and notification delivery, CortexOps is designed to reduce manual coordination and turn ERP into an execution system.

由文件建立、審批路由到通知傳送，CortexOps 以減少人手協調為目標，讓 ERP 由記錄系統升級為執行系統。

From Command to Execution

由指令到執行

Users can query status, trigger actions, and move operational workflows forward from the same system—bridging reporting, approvals, and execution in one place.

用戶可在同一系統內查詢狀態、觸發操作及推進營運流程，將報表、審批與執行整合於一處。

Why CortexOps AI ERP

為什麼選擇 CortexOps AI ERP

  • Built for multilingual teams and scalable business workflows
  • AI workflow control is built into daily operations
  • Fast implementation with real execution logic, not just dashboards
  • 針對多語言團隊及可擴展業務流程而設
  • AI 工作流控制內建於日常營運
  • 不只是儀表板，而是真實執行邏輯快速落地

Who Uses It

誰在使用

San Yik Air Conditioning Engineering Ltd. is one of our active users. Their daily operations helped validate project, invoicing, and AR workflows in production scenarios.

San Yik Air Conditioning Engineering Ltd. 為我們其中一位活躍用戶，其日常營運場景持續驗證項目、發票及應收流程。

Operational Outcomes

營運成效

  • Faster action on quotations, delivery, invoices, and approvals
  • Better visibility from quotation to cash collection
  • Reduced manual coordination and cross-team workflow delay
  • 加快報價、送貨、發票及審批操作速度
  • 提升由報價到收款的可視化
  • 減少跨部門協調及流程延誤

Company Introduction

公司簡介

CortexOps is focused on AI-powered ERP workflow control for SMEs. We design systems that not only record quotations, projects, invoices, and receivables, but also automate and execute the operational flow behind them.

Our direction comes from real frontline pain points: duplicated coordination, delayed follow-up, slow approvals, and too many manual handovers between teams. Instead of building a static ERP, we built a workflow layer that allows users to command the system, trigger actions, and reduce repetitive operational work.

Today, CortexOps continues to evolve around practical AI execution—quotation creation, delivery workflow, invoice lookup, client outstanding checks, financial reporting, approval routing, and notification delivery. San Yik Air Conditioning Engineering Ltd. is one of our active users and helped validate many of these real business functions.

CortexOps 專注為中小企提供 AI 驅動的 ERP 工作流控制方案。我們設計的系統不只是記錄報價、項目、發票及應收資料，更能自動化並執行背後的營運流程。

我們的方向源自前線真實痛點：重複協調、跟進延誤、審批緩慢，以及跨團隊過多人手交接。團隊建立的並非靜態 ERP，而是一層可指揮系統、觸發操作、減少重複工作的工作流層。

現時 CortexOps 持續圍繞實用 AI 執行能力進化，包括報價建立、送貨流程、發票查詢、客戶欠款查詢、財務報表、審批路由及通知傳送。San Yik Air Conditioning Engineering Ltd. 是我們其中一位活躍用戶，並協助驗證多項真實業務功能。

Built by: Jarvis + Kevin

主要建立者：Jarvis + Kevin

Engineering Foundation
Engineering foundation with modular ERP architecture.
以模組化架構建立穩定 ERP 底層。
Operations Collaboration
Real operations collaboration with multilingual AI support.
透過多語言 AI 支援真實營運協作。
Decision-ready Dashboards
Decision-ready dashboards for KPI and performance tracking.
可決策儀表板支援 KPI 與績效追蹤。

Cost Overview

成本概覽

Item項目 Type類別 Estimated Cost (HKD)估算成本（HKD） Status狀態
One-time30,000Active
One-time40,000 - 70,000Active
One-time80,000 - 150,000Active
Cloud & HostingMonthly1,200 - 3,000Running
AI API UsageMonthly1,000 - 5,000Variable
Monthly Charge per UserMonthlyHKD 180 - 380 / userActive
Domain + EmailYearly1,000 - 2,000Planned

Job References / Use Cases

工作案例 / 參考項目

Live ERP sample: erp.erpsanyikgroup.com

實際 ERP 範例：erp.erpsanyikgroup.com

Another project delivered for San Yik Air Conditioning Engineering Co. Ltd.: sanyikpricesearch.com

另一個為 San Yik Air Conditioning Engineering Co. Ltd. 完成的項目：sanyikpricesearch.com

San Yik Air Conditioning Engineering Ltd. is one of our users.

San Yik Air Conditioning Engineering Ltd. 為我們其中一位用戶。

#Reference案例Outcome成效
1Invoice Summary (Daily/Period)Added reporting flexibility
2Client PO Upload & DownloadImproved project document traceability
3Client Contact Fields (fax/address/mailing)Cleaner invoicing and communication
4Outstanding Filter in Bank ReceiptFaster AR follow-up
5Accounting outstanding summary fixReduced settled-item confusion

ERP System Screenshots

ERP 系統畫面

ERP Analytics Screenshot
Analytics dashboard with KPI and sales charts.
分析儀表板（KPI 與銷售圖表）。
ERP Project Management Screenshot
Project management flow: create project and delivery order.
項目管理流程：建立項目及送貨單。
AI Client Outstanding Query Screenshot
AI chat: sales and outstanding summary query.
AI 對話：銷售額與欠款摘要查詢。
AI Multilingual Stock Query Screenshot
AI multilingual stock checking (繁中 / English / 日本語).
AI 多語言庫存查詢（繁中 / English / 日本語）。

Product & Features

產品功能

CortexOps is structured in practical rollout tiers so clients can begin with core ERP controls, then scale into full AI workflow automation and operational execution.

CortexOps 採用實用分層部署方式，客戶可先由核心 ERP 控制開始，再逐步擴展至完整 AI 工作流自動化與營運執行。

Basic Plan Features

Basic 方案功能

  • Quotation creation workflow with structured item handling
  • 支援結構化項目輸入的報價建立流程
  • Client search, matching, and client detail lookup
  • 客戶搜尋、配對及客戶資料查詢
  • Client / product master management
  • 客戶 / 產品主檔管理
  • Invoice detail and invoice status checking
  • 發票詳情及發票狀態查詢
  • Basic dashboard for sales and receivable visibility
  • 基本銷售與應收可視化儀表板

Pro Plan Features

Pro 方案功能

  • Everything in Basic
  • 包含所有 Basic 功能
  • Project creation and project search
  • 項目建立及項目搜尋
  • Delivery order creation, edit, and approval workflow
  • 送貨單建立、修改及審批流程
  • Quotation to project conversion
  • 報價轉項目流程
  • PO upload / download workflow and operational coordination
  • PO 上載 / 下載流程及營運協調
  • Outstanding balance tracking, AR follow-up, and warehouse lookup
  • 欠款追蹤、應收跟進及貨倉查詢

Pro Plus Features

Pro Plus 方案功能

  • Everything in Pro
  • 包含所有 Pro 功能
  • AI workflow actions for ERP operations
  • ERP 營運用 AI 工作流操作
  • Natural-language queries for invoice, outstanding, client, and stock status
  • 以自然語言查詢發票、欠款、客戶及庫存狀態
  • Quotation PDF generation, delivery, and proforma invoice flow
  • 報價 PDF 生成、傳送及形式發票流程
  • Delivery order to invoice conversion and notification routing
  • 送貨單轉發票及通知路由
  • Client total sales / outstanding financial reports and executive KPI dashboards
  • 客戶總銷售額 / 欠款財務報表及管理層 KPI 儀表板

Privacy Policy

私隱政策

CortexOps collects only business contact details submitted through the contact form for demo and service communication. We do not sell personal data. Access is restricted to authorized team members only.

CortexOps 僅收集聯絡表單提交之商務聯絡資料，用於示範與服務溝通。我們不會出售個人資料，資料僅限授權團隊存取。

  • Data used for enquiry follow-up and product demo arrangement.
  • 資料僅用於查詢跟進及產品示範安排。
  • You may request update or deletion by contacting us.
  • 你可聯絡我們要求更正或刪除資料。
  • Reasonable technical and organizational safeguards are applied.
  • 我們採取合理技術及管理措施保障資料安全。

Terms of Service

服務條款

Use of CortexOps materials and demo content is for business evaluation and operational planning. Final implementation scope, delivery schedule, and pricing are subject to signed agreement.

CortexOps 網站及示範內容僅供商務評估及營運規劃用途。最終實施範圍、交付時間及收費以雙方簽署協議為準。

  • All screenshots and references are for demonstration unless agreed otherwise.
  • 除非另有約定，網站示意畫面及案例僅作展示用途。
  • Service levels and support windows are defined per project contract.
  • 服務級別及支援時段按個別項目合約訂明。
  • Unauthorized reproduction of proprietary content is prohibited.
  • 未經授權不得複製或轉載專有內容。

Contact Form

聯絡表單

Direct Contact

直接聯絡

Email: [email protected]

Phone: +852 95317383

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