01 / OPERATING CHALLENGES
The problem is rarely one missing feature; it is disconnected decisions across sales, supply, production and finance.
- Promises disconnected from capacity and materials
- Planning changes fail to reach procurement and operations
- No shared view of inventory, WIP, cost and delivery risk
- Management reporting depends on manual consolidation
02 / VALUE CHAINS
Organize capabilities around end-to-end flows instead of departmental systems.
- Opportunity and order to delivery, invoice and collection
- Demand and plan to procurement, receipt and supplier performance
- Product and BOM/formula to production, quality and receipt
- Business event to accounting, costing and review
03 / SYSTEM COMBINATION
Keep the core stable, frontline apps flexible and collaboration frictionless.
- Dynamics 365 for finance and supply-chain data
- DingTalk and Teambition for communication, projects and knowledge
- Yida for quality, inspection, equipment and exceptions
- Integration and governance for shared master data and metrics
04 / PHASED ROADMAP
Fix the highest-impact operating breaks first, then expand process and data scope.
- Diagnosis and asset inventory
- Core finance, supply-chain blueprint and master data
- Manufacturing, quality, frontline apps and integrations
- Continuous improvement through adoption and metrics
05 / FIT & ACCEPTANCE
Fit depends on production mode, organization and existing systems—not a generic template.
- Scope by make-to-order/stock, discrete/process and multi-site needs
- Assess MES, PLM, WMS, QMS, equipment and tax systems separately
- Assign business, data and key-user owners
- Accept through end-to-end order-to-finance scenarios