Enterprise project experience

Let your business data speak,and answer business questions directly.

Owners and managers use AI to see production, operations, and sales as a whole, connecting ERP, MES, CRM, WMS, OMS, TMS, inventory, and finance databases and APIs, with OpenClaw, Dify, n8n, and dedicated Agent Skill practice.

Scan a WeChat QR code on your phone to bind the AI assistant. No extra app or plugin. Owners can ask about the business by speaking, and stay on top of the full picture.

Contact:Study ExchangeEmail:StudyExchange@163.com
Explore what we can do
  • Bind via WeChat scan
  • No extra plugin
  • Read-only database
9:41● ● ▰
‹SOperations Strategist · Sage···

〽 8-sec voice messageReview this month's business data. What issues do you see?

Boss
A

Read-only analysis of ERP, MES, and financial data is complete: gross profit in East China fell 3.2%, with 68% of the decline driven by higher material costs for three SKUs.

〽 5-sec voice messageHow should we address this? Give me an actionable plan.

Boss
A

Have Procurement renegotiate pricing for the three SKUs and Sales update quotations today. This is expected to lift gross margin by 2.1 percentage points.

Forwarded to: Procurement Manager, Head of SalesPricing action list for three SKUsOwner · Due date · Success metric
S

All quotations have been updated and key customers notified. Gross margin on new orders this week has risen by 2.3 percentage points.

Bind via WeChat scan

Scan in WeChat to bind. No extra plugin required.

Previously, getting a business answer required—

01

Exporting data, making reports, and repeated discussionsAsk the data directly

02

Waiting days for analysisGet actionable clues in minutes

03

Build a large system firstValidate value with a Skill first

Why not build another reporting system?

What truly matters is enabling executives to get answers at any time—and turn those answers into action.

AI is good at reading data and finding patterns; what an enterprise needs to lock in is its own metrics, decision rules, actions, and safety boundaries.

01
Current challenge

Waiting for someone to prepare a report

A single executive question can send teams across departments to gather data, reconcile definitions, revise spreadsheets, and explain the results repeatedly. By the time the answer arrives days later, the business issue may already have changed.

Our approach

Let executives ask directly

Ask a question in WeChat and AI immediately queries authorized data. There is no need to write SQL or translate the request for technical staff first.

02
Current challenge

Concerned about unintended AI actions

Production, order, and financial databases cannot be used for trial and error. A single write or delete command could disrupt live operations.

Our approach

Enforce read-only access at the connection layer

Use read-only accounts, query allowlists, least-privilege access, and audit logs. The Agent can view authorized data but cannot create, modify, or delete records.

03
Current challenge

Analysis is delivered, but execution breaks down

After a report reaches a conclusion, teams still need another meeting to assign tasks and chase progress. Execution results never return to the same analytical workflow.

Our approach

Close the loop from insight to execution feedback

AI proposes an actionable plan that executives can forward to accountable owners in one step. After employees report progress in WeChat, AI automatically verifies whether the target metrics actually improved.

04
Current challenge

Large outsourced systems take too long

Repeated requirements discussions and ground-up development of interfaces and permissions drive up investment and delay launch. By the time the system is ready, the original problem may have changed.

Our approach

Start with one specialized Skill

Reuse existing AI and enterprise systems while codifying only the required metric definitions, business rules, and execution workflows. This is faster and more cost-effective than developing a new system from scratch.

AI Agent field practice

Move from “waiting for reports” to “asking your data.”

Connect ERP, MES, CRM, WMS, OMS, TMS, inventory, finance, and other systems through read-only databases and APIs. After binding in WeChat, leaders can question enterprise data directly and stay on top of production, operations, and sales.

01

Ask in WeChat

Scan in WeChat to bind. No plugin to install. Owners can ask by voice or text, with no SQL.

02

Read authorized data

Connect authorized data sources including ERP, MES, CRM, WMS, OMS, TMS, inventory, finance, reports, and files; database access is read-only by default, with clear and auditable permission boundaries.

03

Analyze and cross-validate

Find anomalies and trace causes across dimensions, connecting data changes to business actions.

04

Deliver decision insights

Bring together key changes across production, operations, and sales, then provide conclusions, evidence, and recommended next steps.

Technology selected to fit the need

Implementation is only the beginning; dedicated Skills make AI fit your business.

General AI is good at fetching and analyzing data, but it does not natively understand each company's metrics, rules, and ways of working. General-purpose AI coding is still hard for non-programmers; I turn those specialist needs into repeatable Skills, faster and lighter than building a system from scratch.

OpenClawDifyn8nCustom Skill
Two approaches
Traditional system development
Longer timeline · Higher cost
Agent Skill
Validate value faster

For clearly scoped analytics and workflow needs, a Skill is usually leaner and faster than building a system from scratch.

Different industries, one closed loop

From an executive question to verified results after execution.

This goes beyond analyzing a report. AI must see what is happening, explain why, recommend action, and verify the outcome after employees report back. Each Agent can also be named to fit the company and use case.

ManufacturingProduction Delivery Controller

Identify delayed orders before the morning meeting—and trace them to the blocked process

What is happening

Orders, production schedules, work in progress, and material arrivals are scattered across ERP, MES, and spreadsheets. Production managers spend two hours consolidating them every day, yet executives still see yesterday's picture.

“Which orders are likely to be delayed this week? Are materials, equipment, or staffing the constraint?”
How AI responds

AI cross-checks due dates, process progress, material shortages, and equipment downtime to identify high-risk orders, root causes, and affected customers.

How it is executed

Executives forward material-expediting and rescheduling lists to Procurement and the shop floor. After owners respond in WeChat, AI updates expected delivery dates and continues monitoring exceptions.

International tradeExport Margin Sentinel

Go beyond revenue and protect the margin on every order in time

What is happening

An order may be profitable when quoted, but exchange rates, ocean freight, material costs, and payment terms can all change before shipment. Sales teams focus on fulfillment, while Finance may not discover the loss until month-end.

“Which unshipped orders now have gross margins below 12%, and why?”
How AI responds

AI reads CRM, ERP, logistics, and financial data, recalculates current gross margin by order, and pinpoints changes in freight, exchange rates, or purchasing costs.

How it is executed

Executives assign freight renegotiation, quotation adjustments, and collections follow-up to business owners. Once results are reported in WeChat, AI automatically rechecks profitability.

E-commerceE-commerce Profit Steward

Detect refunds and inventory eroding profit before more advertising spend is wasted

What is happening

Storefronts, advertising platforms, OMS, WMS, and Finance each report different figures. GMV may be rising while aggregate totals conceal high refunds, low margins, and SKUs approaching stockout.

“Which SKUs appeared to sell well yesterday but actually lost more money with every sale?”
How AI responds

AI combines advertising spend, platform commissions, refunds, purchase costs, and inventory to identify loss-making SKUs and distinguish acquisition, pricing, and product issues.

How it is executed

Operations receives a prioritized list of campaigns to pause, prices to adjust, and inventory to replenish. After changes are made, AI compares refund rates, gross margin, and inventory turnover to verify improvement.

Retail and chain storesStore Inventory Dispatcher

When some stores face stockouts and others overstock, identify exactly where to transfer inventory

What is happening

Headquarters sees total inventory, while individual stores face either stockouts or overstock. By the time regional managers check every store through WeChat groups, the optimal transfer window has passed.

“Which fast-moving products will stock out within three days, and which nearby stores can supply them?”
How AI responds

AI combines store sales, on-hand inventory, inbound purchases, and delivery lead times to generate stockout risks and inter-store transfer recommendations.

How it is executed

Regional managers send transfer orders to store managers and warehouses. After receipt is confirmed, AI checks changes in stockout rates and slow-moving inventory.

How the project was done

Prove effectiveness before scaling investment.

01

Define the problem

Business goals, users, current workflows, and desired outcomes.

02

Assess the data

Confirm data quality, permission boundaries, and technical feasibility.

03

Validate incrementally

Validate Agent or model performance with a minimum viable version.

04

Iterate and refine

Improve from real feedback and write clear usage notes.