Automated Workflow Solutions for Modern Businesses

面向現代企業的自動化工作流方案

CortexOps helps companies transform manual business operations into automated workflows. Our systems are designed to reduce repetitive work, improve execution speed, route approvals automatically, generate documents, and help teams control real operational processes more efficiently.

CortexOps 幫助企業把人手處理的日常營運流程轉化為自動化工作流。我們的系統旨在減少重複工作、提升執行速度、自動路由審批、生成文件，並協助團隊更有效率地控制真實業務流程。

6+

Workflow Capabilities

已落地工作流能力

24/7

Ops-ready Support

隨時支援

AI

Automation-first Systems

自動化優先系統

Global

Built for scalable operations

適用可擴展營運流程

Implementation Timeline

實施時間表

WEEK 1

第 1 週

Workflow Discovery & Automation Planning

工作流梳理與自動化規劃

Map operational flow, identify automation opportunities, and define how the workflow should be automated.

梳理營運流程、識別可自動化環節，並確認工作流應如何被自動化。

• 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

第 2 週

Workflow System Setup

工作流系統設定

Configure modules, roles, templates, and workflow automation rules.

設定模組、角色權限、範本及自動化工作流設計能力。

• 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

第 3 週

Workflow Operations Training

工作流營運培訓

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

培訓團隊於日常業務中操作及管理自動化工作流。

• 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

上線

Automated Workflow Go-live

自動化工作流正式上線

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

Automated Workflow Design

自動化工作流設計

CortexOps is built to design and run automated workflows across quotation, delivery, invoicing, approvals, reporting, and daily operations. The goal is not only visibility, but actual workflow execution.

CortexOps 的核心是設計與運行自動化工作流，覆蓋報價、送貨、發票、審批、報表及日常營運。重點不只是可視化，而是真正推動流程執行。

Operational Automation

營運自動化

From document creation to approval routing and notification delivery, CortexOps helps companies reduce manual coordination and turn scattered tasks into structured automated workflows.

由文件建立、審批路由到通知傳送，CortexOps 幫助企業減少人手協調，將零散任務轉化為結構化自動工作流。

From Manual Work to Automated Execution

由人手處理到自動執行

Teams can check status, trigger actions, and push workflows forward from one system—connecting reporting, approvals, communication, and execution into one automated operating flow.

團隊可在同一系統內查詢狀態、觸發操作及推進工作流，把報表、審批、溝通與執行整合為一個自動化營運流程。

Why CortexOps

為什麼選擇 CortexOps

Built for multilingual teams and scalable business workflows
Automated workflow is built into daily operations
Fast implementation with real execution logic, not just software screens

針對多語言團隊及可擴展業務流程而設
自動化工作流設計內建於日常營運
不只是畫面展示，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。

Workflow Outcomes

工作流成效

Faster execution across quotations, delivery, invoicing, and approvals
Better visibility from quotation to cash collection
Reduced manual coordination and cross-team delays through automation

加快報價、送貨、發票及審批流程執行
提升由報價到收款的可視化
透過自動化減少跨部門協調及流程延誤

Company Profile 公司簡介

Automated workflow systems built for real operations

為真實營運而建立的自動化工作流系統

CortexOps System Limited focuses on automated workflow solutions for modern businesses. We design systems that help companies move beyond manual coordination by automating quotation flow, delivery operations, invoicing, receivable follow-up, approvals, notifications, and reporting.

CortexOps System Limited 專注為現代企業建立自動化工作流方案，協助企業由人手協調走向流程自動化，涵蓋報價、送貨、發票、應收跟進、審批、通知及報表流程。

Workflow Control 工作流控制

Project & delivery execution

項目與送貨執行

Structured project and delivery workflows allow teams to move from request to execution with clearer control, approval, and operational visibility.

結構化的項目與送貨工作流，讓團隊可由需求走向執行，並具備更清晰的控制、審批及營運可視化。

Workflow Execution

A clearer operational flow for project setup, coordination, and document-linked execution.

更清晰的項目建立、協調及文件連動執行流程。

AI Operations AI 營運

AI-driven workflow assistance

AI 驅動工作流協作

Natural-language interaction helps users check stock, query business status, and reduce repetitive coordination across teams.

透過自然語言互動，用戶可查詢庫存、業務狀態，並減少跨團隊的重複協調工作。

AI Operations

AI supports multilingual operational queries and helps turn information into action faster.

AI 支援多語言營運查詢，協助團隊更快把資訊轉化為行動。

Visibility 可視化

Decision-ready dashboards

可決策儀表板

Operational and financial dashboards give managers clearer visibility into sales, receivables, and business performance.

營運及財務儀表板讓管理層更清晰掌握銷售、應收及整體業務表現。

Reporting & KPI

A more polished management view for KPI monitoring and workflow follow-up.

更清晰的管理層畫面，用於 KPI 監察及流程跟進。

Company Story 品牌故事

Built from real business pain points

源自真實業務痛點

Our systems are shaped by live operational feedback and real implementation needs—not template-first software thinking.

我們的系統由真實營運回饋及實際落地需要推動，而非從模板式軟件思維出發。

Business Operations

Workflow design comes from day-to-day operational reality, not just interface design.

工作流設計源自日常營運現實，而不只是介面設計。

Cost Overview

成本概覽

Item項目	Type類別	Estimated Cost (HKD)估算成本（HKD）	Status狀態
	One-time	30,000	Active
	One-time	40,000 - 70,000	Active
	One-time	80,000 - 150,000	Active
Cloud & Hosting	Monthly	1,200 - 3,000	Running
AI API Usage	Monthly	1,000 - 5,000	Variable
Monthly Charge per User	Monthly	HKD 180 - 380 / user	Active
Domain + Email	Yearly	1,000 - 2,000	Planned

Job References / Use Cases

工作案例 / 參考項目

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
1	Invoice Summary (Daily/Period)	Added reporting flexibility
2	Client PO Upload & Download	Improved project document traceability
3	Client Contact Fields (fax/address/mailing)	Cleaner invoicing and communication
4	Outstanding Filter in Bank Receipt	Faster AR follow-up
5	Accounting outstanding summary fix	Reduced settled-item confusion

Product Showcase

產品展示

Dashboard 儀表板

Management visibility

管理層可視化

KPI, sales, and performance views help teams follow up faster and manage workflows with better visibility.

KPI、銷售及績效視圖，協助團隊更快跟進工作流並提升可視化管理。

Dashboard

A cleaner management view built for monitoring business operations and workflow outcomes.

更清晰的管理畫面，用於監察業務營運及工作流成效。

Workflow 工作流

Project execution

項目執行

Operational workflows can be structured more clearly across project handling, coordination, and downstream execution.

可更清晰地把項目處理、協調及後續執行整合成結構化工作流。

Workflow

Project and delivery workflows presented as a more professional business control system.

以更專業方式展示項目及送貨工作流控制系統。

AI Operations AI 營運

AI-assisted business queries

AI 輔助業務查詢

AI helps teams retrieve information more quickly for stock, customer, and business follow-up scenarios.

AI 協助團隊更快取得庫存、客戶及業務跟進所需資訊。

AI

AI operational support designed to reduce friction in everyday workflow handling.

AI 營運支援旨在減少日常工作流處理中的摩擦與延誤。

Product & Features

產品功能

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

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

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
Automated workflow actions for business operations
面向企業營運的自動化工作流操作
Automated and natural-language queries for invoice, outstanding, client, and stock status
以自動化及自然語言查詢發票、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

Name Email Phone Company Team Size Interested Modules

Quotation & Sales Project & PO Upload Invoicing AR / Outstanding Summary Client/Product Management AI Automation

Preferred Contact

Email WhatsApp Phone

Preferred Demo Time Message

Direct Contact

直接聯絡

Email: [email protected]

Phone: +852 95317383

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